Personalized Financial Strategies ￨ Client Relationship Management ￨ Client Needs Analysis / Assessment

High-Value Portfolio Management ￨ Asset Growth / Development ￨ New Business Development ￨ Compliance

Holistic Sales Solutions ￨ Quality Products / Services ￨ Strategic Analysis / Planning ￨ Trends Tracking ￨ Partner Relations

Quality-Centric, Client-Focused Leader who excels at developing a large-scale client base and analyzing high-value client needs to generate results. Trusted Advisor who is recognized for an unyielding commitment to consistency, confidentiality, and credibility. Resourceful Financial Advocate who builds solid relationships among financial consultants, bankers, loan officers, and branch management to coordinate services across cross-functional organizational areas. Visionary Professional who gains client loyalty while acquiring, growing, and managing client portfolios; exceeding profit, sales, and product targets; and continually expanding the company s client base.

         Build and sustain lucrative relationships with a diverse client base, including expertly assessing and analyzing individual needs and creating forward-thinking, personalized plans to achieve financial objectives.

         Strengthen client-specific relations by uncovering results-focused opportunities for supplemental products.

         Contribute proven talents as the go-to specialist in employer-sponsored plans and profit sharing, annuities, life insurance, retirement plan analysis, and portfolio development and re-allocation to align with client goals.

         Strategically steer client management, protection, and / or transfer of wealth based on core objectives, along with efficiently monitoring progress and implementing any adjustments to adhere to specific plans.

         Provide an open architecture platform with stocks, bonds, mutual funds, ETFs, annuities, and life insurance.

         Maximize bottom-line results by profitably marketing and developing new business within a competitive retail industry, including proactively responding to various customer concerns to provide services excellence.

         Spearheaded the start-up and successful operations of a high-volume healthcare-based company, including managing all business aspects (e.g. sales / marketing, accounts payable / receivable), as well as recruiting, training, mentoring, and managing a top-performing team of 30 professionals in meeting or exceeding goals.

         Capitalized on the opportunity to play professional football for three high-profile teams, including demonstrating solid contract negotiation and marketing abilities, as well as key multitasking proficiencies.

         Played a vital role in providing integral administrative support to key personnel, including optimizing success by designing safety database for facility engineer to meet compliance guidelines for entire facility.

State of Xxxxxx Life & Health and Major Lines

Series 66 Uniform Combined State Law License

Series 7 General Securities Representative License