Acquire new affluent consumer and small business customers to deepen existing relationshipsAdvise clients on various aspects of recommended and available financial options and servicesIdentify client needs and goals for business, retirement and investment services to partner with peers

Work for new clients to meet their comprehensive service needs that best suit their overall needsNurture the account management acclimating investors new to wealth managementCreate business efficiency to identify client needs, market trades and transactions

Manage goals to prioritize tasks for ETF, Separately Managed Accounts, 401(k) rollover and 529 plan Incorporate relevant regulatory due diligence into daily activities and long-term strategies for clients Collaborate effectively to engage client for holistic review on their life priority in Fidelity E-Money

Assess the financial needs and help client with decisions on investments on Pershing NetX 360 Help client to check expenses, insurance coverage, tax status and risk tolerance for MoneyGuide Pro Maintain awareness of latest legislative changes that may affect financial planning

Build relationships with Citi Priority and CitiGold with bringing in bank and brokerage assets.Deepen relationships with existing clients through financial planning.Make securities recommendations and provide investment advice using models & research.Demonstrate to clients in asset accumulation with revenue growth and retention improvement.

Advise strategies for insurance coverage, investment planning and cash managementAnalyze financial data to develop strategies to meet clients' financial goalManage accounts for economic situation change or financial performance necessitate changes in plan

Reinforce 11 years of broker relationship in CA, NY and NJ with national brokerages and General Agencies Named #2 at Anthem Blazers of Blue Cross Blue Shield national sales recognition in year 2015Handle Freelancers Union of 16,000 members labor account transition to commercial planServe as interim sales director from September to November 2015 for e-Vendor validation and UATUse Salesforce for pipeline report and account management with business intelligencePresent broker webinar of 235 attendees for statewide new plan and network enhancementLead sales team with Hands-on Experience and suggest solutions for cross-functional teamsParticipate in multicultural initiatives on Spanish version at NY State of Health Exchange EnrollmentHelp individual for Medicare and/or Medicaid needs and work with In-Network Providers

Establish, cultivate customer relationship for NY/NJ/CA Large Group and NY Small Group Pinnacle Award Candidate for year 2012Improve sold case / closing ratio from 5% to 15%Achieve 125% of quota for year 2012 by adding 25,000 more membershipsIncrease revenue by 10% in 6 months by promoting Health and Wellness program Work on RFP to analyze prospect’s needs and cultivate a relationship with underwritingDevelop a territory expansion to Deep South of Georgia and Alabama for national accountsDemonstrate the value propositions for ancillary to gain a sustainable membership growth