
Enthusiastic financial services professional highly effective at working with clients of all levels and backgrounds. Friendly and personable with adaptable approach. Exceptional knowledge in wealth management, estate planning and investment.
• Results driven talent acquisition in a fast paced, competitive environment
• Understand market demands, source and identify best in class talent
• Build relationships and partner with growing staffing agency
• Market services to potential corporate clients in greater Boston areas
• Source, message, call and interview prospective candidates and clients
• Post job orders to various databases, social media, websites, etc.
• Collaborate with Executive leadership
• Update company social media pages
• Provide new ideas/strategies and creative perspectives on sourcing new candidates and clients
• Helped manage the town ICS and CDARS accounts
• Developed budgeting expenses and revenues for the fiscal year 20-21, to include but not limited to, estimating future year budgets for the town insurance, land trust fees, and real estate taxes
• Assisted correction to accounting issues regarding income recognition within the wastewater revenue bonds
• Created adjusting journal entries for those accounts
• Created highly descriptive visuals for budget actual for the town council
• Calculated the new fee charges imposed by the town's financial advisors
• Data entry for the police and municipal pension programs with Fidelity
• Assist Clients with managing their mutual fund accounts including Individual accounts, IRA and Roth IRAs, 529 plans, JTWROS, and many others
• Multi-tasking and critical thinking skills to solve issues and provide clients with outstanding customer service excellence
• Included a 4-week training course that taught about the laws, regulations, and functions of mutual funds, Individual investment accounts, IRAs, Roth IRAs, IRA rollovers, 529 plans, JTWROS, trusts, and many others