Patrick Johnson Email & Phone Number

Washington D.C. Metro Area

Responsible for coordinating, scheduling, and developing financial plans for new clients.Delivered financial planning binders containing various financial vignettes and implementation paperwork.Developed and implemented a new client workflow to track, maintain, and managed all new clients in our financial planning process.Provided customer service to new clients, existing clients, investment advisory clients, and insurance contract holders. Developing semiannual model portfolios for retirement plans under CAMG management.Developing Financial Independence Podcast and other marketing campaigns. Providing technical assistance to coworkers in Windows, Microsoft Office, and Adobe.

Washington, District Of Columbia

Provided financial planning support to two Certified Financial Planners in our office.Procured, organized and delivered financial planning binders and paperwork.Assisted in the development and implementation of comprehensive financial plans.Was responsible for the application, processing, and issuance of life insurance policies.Developed semiannual model portfolios for retirement plans under our firms management.Provided technical support using Microsoft Office and Audio Visual technology.

Salisbury, Md

Assisted CPAs with the completion of personal and business income tax returns.Provided secretarial support and correspondence with clients.Completed finance related projects as needed including bank reconciliation and fixed asset depreciation.

Bethesda, Maryland

Assisted in the completion of client's financial plans.Created model portfolios using Morningstar.Assisted in file management and database maintenance.

Silver Spring, Maryland

Reviewed, managed, and updated financial models and forecastsCreated and evaluated reports using SAP BPCAnalyzed intracompany transactions between global Discovery entities

Rockville, Md

Researched market trends and topicsEdited articles pertaining to securities, markets, and business newsCollected and analyzed traffic data and patterns for a high volume online periodical

Fulton, Md

Completed various accounting projects including journal entries, bank account management, and financial statementsAssisted CPAs with tax assembly and return completionProvided office support

Savage, Md

File and organize books and mediaCheck patrons out and provide customer assistance