Responsible for all aspects in the marketing and sales of TaxMode, ExecPlan and ExecPlan Express Financial Planning Software packages. These products require a broad and in-depth understanding of all aspects of tax, estate, and investment planning as well as a broad understanding of current tax law, investment products and industry practices.Core tasks and skills include:● All responsibilities for print and online advertising including content, budgeting and cost analysis.● Solely responsible for pricing both initial purchasing agreements as well as annual maintenance agreements. ● Supervising all staff interaction with clients for both sales and customer support.● Developed all company sales and training presentations as well as perform all formal presentation to potential and current senior corporate clients and trade associations. ● Marketing responsibilities extend to creating all web advertising, developing joint promotional projects with trade associations and creating the company contact and follow up strategy. ● Use Google Analytics to evaluate all aspects of web traffic. ● Provide all written materials for press releases, the daily company blog, website product information, direct mail pieces, and third party directories. ● Staff supervision and assistance also extended to technical support and product development. This required a thorough understanding of both Windows based operating systems and networks. ● Additional in depth knowledge of MS Word, MS Excel, MS PowerPoint, MS Publisher, Word Press, as well as competing tax and financial planning software products.

On an independent contractor basis, worked directly with Gregory Advisors, a fee only financial services firm, to create comprehensive personalized tax, investment and retirement planning solutions for most new clients. ● My responsibilities encompassed data gathering, processing, and deriving appropriate solutions. In addition I was solely responsible for preparing final written presentational reports with recommendations in both MS Word and as an MS PowerPoint presentation. ● Reporting required a thorough analysis of Federal and State Income Statements including schedules A, B, C, D, E, F, and SE, Balance Sheets, Estate Tax Statements, and personal Cash Flow Statements. ● Recommendations provided included estate planning, tax and investment analysis, life and LTHC analysis, and liability exposure.

As a financial planning associate with series 7, series 63 and NJ State insurance licenses, my primary objective was to introduce and educate potential clients to the value of AEFA’s products and services. As the advisor I was solely responsible for creating, presenting and ensuring the implementation of a written strategic financial plan that would incorporate AEFA products that would help meet the client’s financial retirement objectives. Lead generation was solely my responsibility. I was continuously recognized by senior management for my ability to obtain critical information for leads. I specialized in targeting self-employed individuals by attending regional trade shows for Realtors, appraisers and mortgage brokers, a lucrative market segment for DI, VUL policies, SEPs, etc..

Responsible for all corporate sales of PC based software training for MS Word, MS Excel, MS Access, Word Perfect, Lotus 123, etc. Developed and executed pricing structures and sales goals for CTC's corporate classes. In addition my responsibilities included selecting instructors as well as reviewing their performance. Occasionally I performed instructional duties when necessary.