Investment advice offered through IFP Advisors, LLC dba Independent Financial Partners (IFP), a Registered Investment Adviser. IFP and Certa Financial Planning are not affiliated. Third party posts found on this site do not reflect the views of IFP and have not been reviewed by IFP as to accuracy or completeness.

• Prospect and qualify leads to schedule appointments for Financial Advisor• Design invitations and presentations, manage attendees, produce e-mail campaigns, and coordinate seminar events• Manage backroom operations, process paperwork, track commissions, and handle all client service issues• Supervise daily office activities including human resources, trade accounts, and maintain firm’s Microsoft Dynamics CRM• Perform cash flow analysis on the business’ budget and current potential cost saving solutions• Propose and design marketing materials for current and potential clients• Organize and maintain all client relation service items including RMD’s, client appreciation events, and client communications

• Managed and oversaw nine freshman to develop a marketing plan for the March of Dimes• Advised and assisted nine freshmen with class selections and scheduling for two semesters• Maintained structured schedule

• Supervised and organized the Peer Counselor Program• Advised and worked with the President to jump start new MGT 100 class

Worked Summers of 2001 - 2009• Instructed golfers on club selections• Advised golfers on shots and analyzed greens in various tournaments

• Managed seven peer counselors• Worked with team to create new ideas for peer counselor program• Maintained structured and timely schedule

• Maintained an organized and prompt schedule• Instructed and advised customers on merchandise necessary to their business• Analyzed customer reactions and body language to assess sales potentialo Key Staff Member o $10,000+ career sales