NANCIE L. WALSH

• Responsible for completing accurate, professional, on-time remote notary request working from a home-based office equipped with the latest computer equipment, high-speed internet and a business and fax phone system
• Manage all aspects of a small business: new business development, create and maintain a client database, negotiating pricing, accounting activities
• Collaborate with mortgage lenders, title companies, scheduling services to complete mortgage loan signing
• Work with law firms to notarize legal documents
• Assist individuals with general notary needs.

• Profiled and analyzed investment products to develop customized financial strategies for clients' financial needs
• Led modeling, planning and execution of all financial processes
• Outside Sales.

• Assessed clients' financial situations to develop strategic financial planning solutions
• Led and educated investment team on customer relationship management technique.

• Business development, creating long term value for 1st Global, its customers, markets and relationships
• Customer Service
• Monitoring CRM to manage and analyze customer interactions and data throughout the business lifecycle, to improve service relationships, assist in customer retention and drive sales growth
• Monitoring message board to respond to inquiries, concerns, and resolve problems
• Acting as HR representative for the Financial Planning department working with new, current, and former employees to assist in hiring, administration and training processes
• Financial Planning: assess every aspect of a client's financial life, savings, investments, insurance, taxes, retirement and estate planning
• Help client develop a detailed strategy for meeting financial goals
• Portfolio Management: Researching current events and financial markets
• Sift through information and make decisions about what securities and debt instruments to buy and sell
• Responsible for all compliance oversight, as well as risk oversight for the financial Services department as well as for securities interaction of the accounting firm
• 2008 Retained all clients.

Manage client portfolios. Submit timely, and accurate investment orders.

• Outside Sales
• Responsible for Western Division

• Regional Vice President/ Wholesaler
• 100% remote position/w travel
• Update advisors on existing products
• New Product information
• Education on investment concept
• Insight on market/investments
• Business coaching
• Guidance around portfolio construction
• Assistance with client acquisition
• Social interactions
• Direct support to clients
• Outside Sales.