- Help conduct the smooth operation and management of a fast-paced Private Wealth Advisory practice with 200M AUM. -Client meetings and reviews-Meeting preparation and follow up, financial analysis, portfolio design and rebalancing of all the managed accounts of the practice-Associate Financial Advisor and main point of contact for 300 client groups-Demonstrated exceptional product and business development skills by acquiring profitable client relationships with high net worth clients and by monitoring and keeping up the ongoing relationships.-Provided ongoing financial planning and managed the financial planning process and system from data collection to implementation-Write financial planning and investment recommendations.-Develop relationships with accountants, CPA´s, health professionals, estate planning attorneys and fiduciaries to expand and increase the book of business-Responsible of all the follow up and implementation of recommendations post meeting-Identifying client needs and making they are met by utilizing Investments, Insurance, Annuities, Life insurance or other products that suits them based on their risk tolerance.-Provide ongoing wealth management advice

- Help conduct the operation of a fast-paced Private Wealth Advisory practice with 600M AUM-Act as the main point of contact for high end net worth clients creating outstanding, lasting and customized private client experience-Manage all the money movement, ACH, trading of all the accounts of the practice-Monitor portfolios and provide ongoing investment advice-Client meetings and reviews-Support an independent advisor franchisee with a Private Wealth advisory practice of Ameriprise Financial manage and design the individual portfolios of all the managed accounts-Manage the incoming new business and assets -Creation and implementation of financial planning recommendations (Employee benefits analysis, cash flow and net worth, retirement, estate planning, investment planning and tax planning)-Deepen existing client relationships and make financial planning and portfolio recommendations -Initial product solutions for advisor review and use in client meetings- Effective communication with clients and other advisors/staff- Manage the on-line presence of the practice including social media and educating clients in leveraging tools like total view and my financial accounts- Ensure that all our communication is compliant with Ameriprise Financial’ RIC

- Event planning, marketing and manage client communication, mailings, invitations and notifications.- Office parties, corporate meetings, conferences, charity fundraisers.- Manage the web presence and the image of the firm online. Website & Social Media- Create and implement the marketing plan. This includes advertising, public relations initiatives, media relations, managing marketing budget, sponsorships and partnerships. - Advertising creation and submission (Compliance)- Marketing management and ongoing communications (creation and delivery)- Track leads and managing referrals, revenue, GDC and client acquisition- Reports, analysis and business development

• Started from scratch and grew the company for 4 years• Designed and executed a marketing strategy & campaign creating a customer base of 250/yr• Developed customer service methods leading to 100% return visitor & user satisfaction• Developed a CRM model based on customer profiles, $ spend, age, gender & demographics to deliver personalized service & pricing

- Analysis of data about issues related to marketing in the retailers such as shelf space, assortment, depth of product line, high visibility locations, pricing, top ten products in the market- Project and account management - Assessment, reports and presentations for clients such as Kodak, HP, Olympus, Polaroid, Philips, Canon, LG and Toshiba

• Serving information and communication to managers in the office• Planning and making schedules for meetings and appointments; organizing and maintaining paper and electronic files• Travel and guest arrangements.