Samuel Cannon

• Personally manage and provide investment advice for 138 Investment households with over $270,000,000 in assets under management.
• Built strong relationships with clients, fostering trust and loyalty in managing their financial portfolios.
• Develop personal rapport with each client to maintain customer loyalty and establish long-term accounts.
• Establish new client relationships by conducting thorough needs assessments during initial consultations.
• Educate clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
• Develop comprehensive financial plans for clients to achieve short-term and long-term goals.
• Monitored legislative changes impacting financial planning, ensuring clients remained compliant while optimizing financial strategies.
• Strengthened client relationships, leading to increase in referral business, by providing exceptional advisory services.
• Analyzed clients'' risk tolerance levels, developing customized investment portfolios that aligned with their personal objectives.
• Led financial planning seminars, attracting potential clients through expert knowledge sharing.
• Work closely with 401k Define Contribution, Defined Benefits and Deferred Compensation providers to assess suitable retirement plans for my small to large corporate clients to attract and retain their employee workforce. .

• Completed my license and testing requirements for Series 7, series 65, State Health and Life Insurance licenses and Certified Retirement Planning Consultant.
• Established and Built my career as a Financial Advisor through prospect seminars, prospect cold calling, prospect meetings and through client and professional provider referrals.
• Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
• Cultivated and strengthened relationships with new clients and educated clients on account services and capabilities.
• Developed niche in retirement planning, becoming go-to advisor for clients approaching retirement.
• Successfully transitioned my client book of business from Merrill Lynch to Wells Fargo Advisors through one of the most difficult and volatile economic and market environments in the last 30 years.

Established, designed and organized my own legal professional recruiting firm in center city Philadelphia.

Responsible for the day to day operations of the business as well as recruiting and negotiating contracts with employer paying companies.

Recruited and represented Legal Secretaries, administrators and attorneys in the Philadelphia area for placement in competing firms and industries.

• Established and designed my own Legal Professional recruiting firm in Center City Philadelphia.
• Managed day-to-day business operations.
• Developed and maintained strong relationships with legal professionals resulting in repeat business and referrals.
• Managed financial aspects of the business, including budgeting, financial reporting, and tax preparation.
• Successfully navigated challenging economic conditions by making informed decisions that protected the business''s financial stability.

• Developed strong relationships with hiring managers, leading to more efficient communication and better understanding of their needs for open positions.
• Maintained detailed records of candidate interactions and interview notes, aiding in future decision-making processes for similar roles.
• Established partnerships with universities and professional organizations to expand company''s talent pool and attract top candidates.
• Pre-screened resumes prior to sending to corporate hiring managers for consideration.
• Implemented and Recruited specifically for the legal profession and developed a niche in this marketplace specifically in the Philadelphia area.

• Supported decision-makers by providing timely, accurate, and relevant assessments of emerging threats.
• Analyzed open-source intelligence data to identify potential threats and vulnerabilities Specific to Organized Crime in New Jersey. i.e The Italian Mafia.
• My area of expertise was germane to the Genevese Crime Family operating in New Jersey and New York.
• Coordinated with other intelligence agencies, specifically the FBI and DEA to share information and resources.
• Produced multi-source intelligence reports and tactical assessments relating to loansharking, gambling, union labor strong-arming strategies to garner illicit revenue.
• Followed the money trail of illicit revenue streams and money laundering strategies and provided strategic insights to direct intelligence operations against organized crime.