Michael S. Layman

• Conducted thorough assessments to evaluate patient hearing needs.
• Maintained accurate records of patient interactions and device adjustments.
• Demonstrated new technology features to improve patient comprehension.
• Pursued continuous education to remain current with latest research and trends.

• Advised clients on investment strategies and financial planning options.
• Managed client portfolios to align with individual financial goals.
• Developed comprehensive financial plans tailored to client needs.
• Led client meetings to review financial progress and adjust strategies.
• Actively participated in marketing initiatives aimed at increasing brand awareness within the community.

Conducted regular reviews of customer accounts to ensure that they are meeting the established objectives.

• Generated leads through cold calling prospective clients.
• Facilitated workshops on financial literacy for community groups and organizations.
• Trained new employees on company policies and customer service best practices.