Formulated asset allocation strategies and developed proprietary investment models for client portfolios. Presented Strategic alternative for current assets and lending services in addition to qualified plan solutions and corporate plans. Conducted comprehensive portfolio reviews to reevaluate objectives and projected portfolio performance. Assisted clients in taking full advantage of brokerage/banking solutions to deepen the relationship and offer better client satisfaction. Advised clients quarterly and annually on portfolio performance ensuring clients needs aligned with projected results.

Analyzed customers’ needs to counsel regarding new financial solutions and update them concerning possible investment opportunities. Studied customers’ financial situations in order to provide the best advice accordingly. Communicated effectively with customers in order to offer creative financial solutions to balance the investment and revenues according to customer profile.