I successfully provide investment services to clients seeking strategies that build wealth. I successfully manage a book of business of hundreds of clients who are self-directed investors. I provide consultative guidance to assist clients on trading strategies, margin and options trading, and corporate action events. I interact with clients by phone to provide online tutorials of using web investing tools and investment resources to customize an investor’s personal strategy and technique to investing. I am an expert at identifying new opportunities to enhance client relationships with the intent to develop new business and improve overall client experiences. I work as a main point of contact to address client questions or provide timely investing support.