Glenn Riley

Managed all aspects of the construction business, including, design, estimating, budgeting, financial reporting, labor management, ordering supplies and materials, scheduling, code compliance, marketing

• Oversaw daily operations, ensuring all tasks were completed accurately and efficiently by team members.
• Hired trained, and managed a high-performing team of employees dedicated to achieving company goals.
• Managed day-to-day business operations.
• Oversaw business budget planning and administration, accounting functions, purchasing, and bi-weekly payroll to handle financial needs.

• Developed comprehensive financial plans for clients to achieve short-term and long-term goals.
• Built strong relationships with clients, fostering trust and loyalty in managing their financial portfolios.
• Ensured compliance with industry regulations and company policies while serving clients'' best interests.
• Identified opportunities for business growth by networking, attending industry events, and generating referrals from satisfied clients.
• Mentored junior advisors, sharing knowledge, expertise, and best practices to enhance team performance.
• Implemented tax-efficient strategies for clients, maximizing returns while minimizing tax liabilities.
• Assisted high-net-worth individuals in wealth preservation through estate planning services and charitable giving strategies.

• Developed comprehensive financial plans for clients to achieve short-term and long-term goals.
• Ensured compliance with industry regulations and company policies while serving clients'' best interests.
• Provided comprehensive retirement planning services, ensuring clients maintain their desired lifestyle postretirement.
• Analyzed clients'' risk tolerance levels, developing customized investment portfolios that aligned with their personal objectives.
• Established new client relationships by conducting thorough needs assessments during initial consultations.
• Maintained open lines of communication with clients, providing updates and addressing concerns promptly to ensure their peace of mind during the financial planning process.
• Met with clients to discuss assets, expenses, and long-term and short-term investment goals to devise personalized financial plans.