Troy Braxton Email and Phone Number

Helping clients identify and achieve their financial goals by offering a comprehensive array of financial products andservices to help clients develop a sound, long-term investment strategyPresented financial planning seminars to existing and prospective clientsDiscovered undervalued investments and identified long term sustainable growthProvided high quality investment guidance to clients based on their needs, goals, and lifestyle

Collaborated with clients to introduce them to befitting risk management strategiesSubmitted regular reviews of progress to interested partiesRetained and renewed bookkeeping systems, database, and recordsOversaw insurance claims to ensure fair dealing and satisfaction

Ensured all operations are carried on in an appropriate, cost-effective way; reduced operational costs by over 30percent during the first year of serviceImproved operational management systems, processes, and best practices by streamlining processes for hiring,recruiting, and training staffSupervised a staff of twelve, including conducting performance reviews, improvement plans, and terminations