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United States

Paperclip delivers comprehensive technology solutions, including electronic imaging, encryption, digital transformation, seamless digital image exchange, and database security. As part of the team, I manage a wide range of responsibilities, driving customer engagement, acquiring new clients, and strengthening relationships by fostering meaningful connections. Additionally, I play a pivotal role in client support, providing training to both new and existing customers and assisting with product and upgrade rollouts.My dedication to client satisfaction is reflected in my ability to actively listen and offer tailored solutions that best align with each customer's needs and objectives.

Albuquerque, New Mexico

- Managed all aspects of office operations, including Human Resources, Firm’s Books & Records, and commission accounting, for offices in New Mexico and California.- Led the recruitment, hiring, and training of new staff.- Licensing & Contracting for several State Departments and carrier requirements.- Ensured compliance with Broker-Dealer regulations and standards.- Case Management – high net worth clients.- Initiated and managed projects aimed at business improvement and client base evaluation.- Provided agents with general marketing insights and industry data to assist in optimal case design for their clients, staying informed of product and market developments.- Prepared marketing proposals and presentations for the advisor and other agents.