• Strive to understand clients' goals and objectives in order to develop personalized, comprehensive financial solutions that will help clients reach financial success. • Provide expert guidance and innovative solutions for the planning needs of individuals and businesses in the areas of insurance, retirement planning, estate planning, business planning, education funding and investment advisory.• Provide objective, unbiased financial advice to a diverse mix of clients by analyzing investment opportunities and client needs. Utilizing planning skills and strategies to meet client needs.• Client relationship development and management, including ongoing and regular client contact and communications. • Client meeting preparation: review all required paperwork prior to meetings. • Actively engage with clients to update financial planning goals, objectives and strategies. • Gather client information and create or update planning projections and recommendations through eMoney • Work closely with the Investment Team to assist with the investment management process. This includes the coordination of the comprehensive planning and wealth management strategies. • Participate in business development process with prospective clients.• Maintain and grow your financial planning and investment knowledge through continuous reading of periodicals, white papers, research reports and other industry publications.

• Strive to understand clients' goals and objectives in order to develop personalized, comprehensive financial solutions that will help clients reach financial success. • Provide expert guidance and innovative solutions for the planning needs of individuals and businesses in the areas of insurance, retirement planning, estate planning, business planning, education funding and investment advisory.• Provide objective, unbiased financial advice to a diverse mix of clients by analyzing investment opportunities and client needs. Utilizing planning skills and strategies to meet client needs.• Client relationship development and management, including ongoing and regular client contact and communications. • Client meeting preparation: review all required paperwork prior to meetings. • Actively engage with clients to update financial planning goals, objectives and strategies. • Gather client information and create or update planning projections and recommendations through eMoney • Work closely with the Investment Team to assist with the investment management process. This includes the coordination of the comprehensive planning and wealth management strategies. • Participate in business development process with prospective clients.• Maintain and grow your financial planning and investment knowledge through continuous reading of periodicals, white papers, research reports and other industry publications.

Develop a personal financial plan and alternative courses of action by analyzing personal balance sheet and cash flow; forecasting net worth; retirement planning; investment planning & asset allocation while taking into consideration risk tolerance, time horizon and client’s state goals. Making recommendations to meet the client’s financial goals by implementing a change in saving strategies; asset allocation or lowering expenses; or a combination of all three.Implementing all the transactions for the firm with regards to the client’s accounts. Inputting all updated financial information on a yearly basis for a new financial plan.Software:Navi Plan & Money Guide ProLicensesSeries 7; Series 65 & Property & Casualty License.CertificationsCertified Financial Planner; APMA, Accredited Portfolio Manager Advisor; CRPS Chartered Retirement Planning Specialist.

•Responding to prospect and client inquiries•Development and nurturing of strong client relationships•Setting, planning and preparation of appointments for Advisor(s)•Management of all client paperwork for account openings, closings, transfers, distributions, deposits, etc.•Liaison with custodian (Charles Schwab)•Maintenance of compliance filings and records•Administrative support to Advisor(s)•Production of investment plans•Implementation of new processes and procedures as may be required by regulations•Office management including ordering of supplies, vendor management, expense management, and opening and closing responsibilities.

Commercial Lines insurance helping businesses with their insurance programs. Developing safety programs, workmans compensation, health insurance.

Onco360 is a startup program within the ever changing oncology pharmaceutical market. As a Regional Director, I am marketing oncology pharmaceuticals to the Buffalo, New York region and the Western United States. Onco360 works with oncology practices identifying business segments within the individual practices that are losing revenue. I collaborate with oncology practices to come up with solutions to enhance revenues while lowering variables or fixed expenses. Variable expenses can consist of personnel shortages, as well as medications and patient management (MTM). Fixed expenses can include patients care, advocacy program, Medicaid, Medicare, and Medication Therapy Management programs.Additionally, I work on launching special limited distribution medications within the oncology market. I then produce sales reports that are correlated to sales data for drug manufactures to successfully articulate to them the value of Onco360’s ability to market their medications. Onco360 has helped over 1800 oncology practices across the country representing a market share of 22% of oncology practices.

Insurance agent specializing in commericial account for property and casualty industry. Marketing for new accounts. Average 35 new accounts a year. Target marketed to Auto dealers, auto repair shops, and contractors.