-Insurance Agency specializing in mortgage protection and indexed universal life policies.-Maintain relationships with most of the A-rated insurance companies in the United States. (Aetna, AIG, Americo, Mutual of Omaha, John Hancock, National Life Group, American Amicable)-Advise clients on the most appropriate insurance polices that would assist in their objectives.-Assist with the underwriting process for clients in order for them to get approved for coverage-Structure insurance policies that are utilized for accumulating wealth for long term financial needs.-Educate clients on how to protect their retirement assets with different insurance vehicles

-Strong-willed logistics professional specializing in assisting companies with 3PL Truckloads.-Experience in developing relationships with corporate executives and key decision makers.-Track record in scaling a successful 3PL logistics business that exceeded $4,000,000 in revenue.-Effective team leader developing new brokers quickly and efficiently through close mentorship.-Analyze and forecast market trends and rates in order to provide accurate pricing for clients.-Experienced in managing maintaining national accounts and large corporations.-Strong Negotiation skills with shippers and carriers in regard to rates and contracts.-Provide honest and proactive communication to customers and carriers.

-Advised clients on most advantageous investment portfolio allocations for their financial goals,-Strengthened relationships with existing clientele and established relationships with new clients. -Educated clients on the value of the TD Ameritrade platform from a technology perspective.-Regularly overperformed on hitting revenue targets and managed advice.-Consistently brought in over $10,000,000 in new client assets per quarter.-Partnered with the most successful RIA's in the industry in order to offer more complex client solutions.-Assisted clients with important documentation in regard to transferring and managing assets.

-Effectively sourced for prospective clients, capitalizing on referrals and establishing a client book.-Recommended investment products and services that were suitable for prospects and clients based on their objectives, resources, time horizon, risk profile and preferences.-Offered the full resources of Bank of America and Merrill Lynch to the client, and delivering highly customized solutions to meet client needs.-Balanced investment management, sales activities, customer service, new client development.

-Mentored with some of the most successful brokers in the industry and obtained securities licenses.-Tenaciously prospected through outbound phone calls to affluent and accredited investors.-Responsible for acquiring qualified leads and establish new client accounts for senior brokers.-Educated foreign investors on the features and benefits of US equities and recommended trades.-Assisted in the process of raising capital for several companies through Investment banking deals