• Established financial planning division by integrating existing systems with new software, marketing, and sales process through which I brought in $3 million of assets under management.• Developed workflow system for onboarding clients and managed conversion to the new process which increased sales force productivity and decreased errors and inefficiencies.• Interfaced with new clients to identify individual goals and expectations, and aligned expectations with our processes to ensure clients’ satisfaction and security.

• Ran personal practice which included managing a sales pipeline, filing and submitting client paperwork, keeping financials, and maintaining compliance.• Created financial plans, ran financial models, made recommendations, and implemented solutions for retirement, insurance and estate planning needs.• Established personal relationships with clients in order to ensure the well-being and protection of clients and their families.

• Analyzed various companies’ past and future performance and published articles in financial journals such as MarketWatch, The Street, and Seeking Alpha based on my findings. • Conducted internal audits of company performance reports published to 10,000 prospective clients weekly, which generated credibility and attention to the company.

• As assistant to the President, led 60 volunteers in Russia and Kazakhstan. Supervised, trained, followed up on goals, sent weekly progress reports, and conducted weekly meetings.