Fee Based Financial Planning- Achieving your goals is important! It’s our mission to make sure you're getting a comprehensive, holistic plan that will help you get there in a way that's practical and works for you. You aren’t the same as everyone else, your financial plan shouldn't be either.Wealth Management - Together we will meet for an initial discussion about your goals. It is important that your investment strategy aligns with your time horizon and meets expectations with your tolerance for risk. Once we have a clear understanding of what you want to achieve, we will make a recommendation considering your best interests first.We actively monitor and manage our accounts, re- balancing as need with tactical responses to the changing market conditions. As a client you'll receive access to our weekly newsletters, exclusive events and review meetings custom tailored to your desired frequency. Insurance - Specializing in life, disability income and long term care insurance. Certified with the NYS Partnership for Long Term Care. It’s our mission to make sure you get what’s right for you and help you understand what you’re buying!

Directed a team of 12 Premier Banking Specialists providing daily customer service needs to the bank’s most valuable portfolio of personal clients. Served as the Department’s Sales Leader, worked closely with the Sales Department to brainstorm and implement initiatives to meet and exceed ambitious annual goals. Handled talent management including hiring, mid year and annual reviews, merit increases, corrective action, and recommendations for promotion.•Supported Sales and Retention Team for year-end sales drive in 2011 that improved poorly trending sales numbers; exceeded year-end sales numbers through these efforts. •Exceeded sales goals by 200% by joining up with domestic & international team managers to positively introduce sales goals in a previously non-sales environment. •Coached and modified sales techniques weekly, ensuring agents were trending favorably and adhering to all necessary security requirements.•90% of team met productivity, sales and quality goal stats month over month and 80% meeting stretch goals. •Developed and implemented monthly sales contests within department to motivate and drive sales numbers.•Achieved management recognition and awards for top scoring team on multiple sales initiatives. •Successfully implemented best practices for engaging full-time remote workers and monitoring their at-home performance.•Collaborated with peers on a project for decreasing average handle time per call by 30 seconds without impact to customer experience ($1.4 million annual savings). •Uncovered gap in data being used for employee performance; quickly remediated situation and implemented new numbers, reducing impact on customers both internal and external. •Created a spreadsheet model for tracking all employee information across all sites reducing need for multiple sources and increasing efficiency. •Received the HSBC Diversity Ambassador Award, 2011 for efforts in multiple leadership roles in employee resource groups.

Delivered product, credit, operational, technical, procedural, and compliance support for HBUS employees supporting commercial banking by leveraging available tools and utilizing resources. • Built, modified and maintained resources through daily collaboration with vital business segments including: Commercial Banking, Centralized Account Review Team, Legal Counsel, AML Compliance, Business Lending Center, and e-Business. • Actively managed and administered intensive training classes for HBUS employees that support Commercial banking.• Collaborated with various business segments to provide support for communications to ensure accuracy and positive customer experience.

Serviced complex inbound and outbound business customer calls to resolve issues, retained and expanded customer relationships. Provided extensive internet banking technical support.• Recognized as department’s top performer (2009) for sales, quality and productivity. • Focused on a needs based sales approach to create the perfect product mix tailored to individual customer’s businesses.