Microsoft 365


Experienced Senior Investment Advisor with a strong track record in investment planning and cryptocurrency advisory, specializing in providing tailored guidance to clients in wealth/digital asset management ,estate planning, and investment decison-making.
Met with existing and prospective Clients to ascertain financial goals.
Researched companies and prepares presentations for clients.
Trades Stocks,Bonds,ETFs,Mutual funds Options
Portfolio Reviews
Helped Increased branch revenue by 20%
Created and performed Workshops and Seminars
Strategic Planning
Series 7
Microsoft 365
Windows 11
MC OS
CRM Software
Discord
Hubspot
www.linkedin.com/in/adam-deleo
http://twitter.com/adamdeleo4
Belong to the Instagram,Nextdoor and Reddit Community.
Traveling
History and Current Affairs
Cars
I help by donating money and supplies to my four legged friends.