Assisted high net worth clients ($500K - $5M in investable assets) with wealth transfer, wealth accumulation, and preservation of wealth by providing tailored financial strategies and customized insurance products Assisted in the entire on boarding process including but limited to analyzing and reviewing financial statements, legal documents, and third party reports in due diligence process, acting as liaison between new clients and industry professionals, negotiating, and reviewing bids and proposals for estate plans, tax plans, etc Compiled monthly/weekly/quaterly financial reports and analysis for managing principal to ensure integrity of client financial plans Managed post and pre sale relationship with clients to ensure all expectations and standards are being met throughout the entire financial plan process. Updated and maintained company database operating systems in accordance with state and SEC regulations

Provided customized financial solutions to optimize sales and achieve pre-designed goalsEvaluated client accounts in conjunction with established metrics of 20 – 30 new accounts quarterly Established relationships with existing and potential clients within local market to increase revenue and improve services Monitored employee performance per client feedback and motivated staff to exceed customer requirements while retaining client loyalty Provide Managing Principal with detailed financial reports and analysis on performance of clients financial plans and managed accounts

Developed a curriculum teaching the basic principals of the stock market, investing for kids, aging 2nd through 8th grade.

 Successfully managed the top 25 clients within the branch with an average net worth of $3M, consulted with account holders to identify banking needs and referred them to appropriate branch officers when necessary, and served as a liaison between clients and internal bank resources to identify and address current and future financial needs  Actively created accounts for new clients and resolved pertinent issues for existing clients, established rapport with clients to foster long term relationships, and collected client information for the purpose of conducting follow-up calls to gauge ensure client satisfaction Trained and mentored new bankers with the assistance of hands on learning tools and one-on-one role playing sessions in an effort to equip personnel with the necessary tools to cultivate new and old business relationships Successfully grew total deposit amounts on behalf of the branch and established the branch as one of the top performers in the district by actively establishing community and client relationships and consistently exceeding client expectations

 Awarded 2010 Regional Employee of the Month and District Employee of the Month as a result of demonstrating exceptional leadership and banking knowledge, serving as a valuable asset to both clients and colleagues, and successfully designing methods and techniques to improve branch performance and improve customer service. Processed all new account transactions while assisting customers throughout the process of selecting various accounts and financial services, actively maintained customer portfolios detailing card transactions, disputes, loans, current account status, and other confidential information, and maintained working knowledge of various bank operations including teller and vault operations, cash handling, and safe deposit management, and credit line processing

Provide pre-game assistance for the set-up of intramural sports and maintain rental equipment room.► Responsible for overseeing and managing a safe and pleasant atmosphere for intramural participants, and for assisting the professional staff when needed.► Provide quality supervision during contests and assist in post-game duties.

Maintained weekly ad signage, inventory, zoned merchandise, and conducted price changes.► Mentored and trained new hires, implementing company policies and procedures.► Received, unloaded, and prepared trailers for return; oversaw distribution of freight to sales floor.