
Personable and driven finance professional with 4 years of experience combining financial expertise with strong interpersonal skills. Proven ability to explain financial concepts clearly and build lasting client relationships.
Worked directly with the advisors to create proposals for prospects
Recommended advisory programs to advisors based on client's risk tolerance and needs
Analyzed client's current investments to create tax efficient portfolios
Explained different complex options strategies to clients and executed those orders
Provided assistance to other representatives in order to solve advanced client issues
Identified potential risks in client accounts and developed solutions to cover the risks
Series 3, 7, 63 and 65