I clearly and effectively communicate with clients to learn their goals, and create comprehensive wealth management solutions to reach them. Through constant contact, regular reviews and planning client appreciation events I have successfully attained close relationships with clients; which has also lead to business development for our office. I have been responsible for streamlining operations, making processing time quicker; giving us more quality time with our clients. I also oversee employee relations, on boarding, progressive discipline and policy audits, while managing staffing schedules and payroll.

 Communicated with clients, fellow employees and the general public effectively communicating business objectives Cultivated relationships while responding to client inquiries regarding securities quotes, account activity, balances, statement information, securities information and transfers and general product and/or service information Supported Financial Advisors and Management by processing new accounts, maintainingexisting accounts, transferring securities, creating and maintaining client files, obtaining required documentation, and answering operational inquiries Proficient with task prioritization, follow-up and resource utilization

Licensed Series 7, Series 66, Registered Investment Advisor & Life, Accident & Health Insurance-Operated Multi-faceted marketing plan to attract prospects-Performed Investment Portfolio reviews & Insurance audits-Uncovered, increased and maintained client assets-Focused on individualized approach to client services-exceeding expectations

-Administered and Established Policy and Procedure -Maintained Optimum Inventory Levels utilizing Excel to Create Sell Thru and Open to Buy reports-Analyzed Trends in Sales and Profit Margin with Retail Pro crystal reports and Excel-Audited Daily Business and Cash Flow-Liaison between The Company and Vendors; Negotiating Contracts and Company Relations -Designed and Implemented Marketing Plans through web and print media-Created staff schedule-Trained new employees -Train, Motivate and Develop store team on collections to promote effective performance and growth-Oversaw purchase order mechanics-Ensured Timely Delivery of Merchandise through consistent communication and follow-up with Vendors-Coordinated Trunk Shows and Produced Turnkey in-store events monthly for high net-worth clients -Made Travel Arrangements for vendor representatives-Developed and Executed merchandise strategies to increase sales and profitability-Select appropriate merchandise, identifying the latest trends buying for couture and bridge evening wear, ladies sportswear, dresses, bridge and contemporary departments