Socrates Leotsakos, Cfp® Email & Phone Number

New York, Ny, Us

New York City Metropolitan Area

Parsippany, New Jersey, United States

• Analyzed, and prepared full cover-to-cover financial reviews, pitch books, and meeting materials for high net-worth domestic and international clients ($30M+), utilizing software such as Excel, Word, Adobe PDF, E-Money, Morningstar, Hidden Levers and more. • Explored and established new business connections and partners with multiple insurance companies, and increased potential insurance revenue by 40% by logistically implementing new business opportunities for international clients in a volatile regulatory environment.• Researched and analyzed complex life-insurance illustrations (whole life, term, VUL, GUL, Survivorship, etc.) and constructed various solutions that optimally fit the clients’ needs and goals. • Successfully developed and administered a streamlined process for new business implementation, resulting in significantly higher client satisfaction and a 30% faster new business-close lifecycle. • Worked closely with various senior financial advisors and lawyers, both within and outside the firm, to analyze balance sheets and other face financials, and develop compliance-approved, client-ready materials and solutions for tax, retirement, and estate planning, investments, and insurance. • Leveraged Morningstar and risk-analytics software to analyze, build, and stress-test clients’ current or prospective investment holdings – evaluating investment sectors, market capitalizations, geographic allocations, risk/return, portfolio blend – observing a 24% increase in investment AUM during tenure.• Routinely studied new product offerings and changes to current products with annuities, life-insurance, mutual-funds, private placements, and others to ensure our clients are consistently offered a robust selection of quality products. • Assisted heavily with client services inquiries, account opening, and client onboarding.• Trained and helped oversee or supervise new financial planners and the financial planning team.

• Aided in the creation and completion of the 10Q and supplemental packages filed with the Securities and Exchange Commission• Prepared the Capital Expenditures, Firm Value, and Fee and Other Income schedules for the quarter• Performed recently issued accounting literature analyses on multiple topics including consolidations of Variable Interest Entities, and Ground Lease Net Present Value • Prepared the monthly bank reconciliations for the corporate investment portion of the company

• Worked as part of a team and directly with the CEO to develop a robust CRM software both front end and back end• Communicated daily with development team in India and marketing team internally to coordinate project efforts• Performed significant market research and competitive analyses of other CRM software• Utilized economic, financial, and business knowledge to develop all-encompassing business and financial reporting systems• Created daily progress reports and objectives, and multiple presentations given directly to the CEO