Company description
Provided the financial planning process and management of wealth planning for portfolios valued at $1.5MM. Sold a full-range of new and existing financial products and services. Developed and maintained relationships with regional vice presidents, attorneys, accountants, small business owners, and money managers. Provided national/international clientele with solid, comprehensive information to build portfolios; i.e., high net-worth individuals and business owners. Identified specific financial objectives and risk management needs. Analyzed dynamics of client balance sheets, investment portfolios, and tax shelters. Reviewed market competition. Interpreted and communicated economic, political and social trends affecting investment decisions.
