● Generated reports of various financial products, including stocks, bonds,
mutual funds, and insurance policies; educated clients on benefits of
individual products.
● Serviced accounts for more than 100 clients with over $22 million in
investment assets.
● Built and maintained relationships with clients by producing financial reports
and summaries for them.
● Counseled clients on financial matters and provided recommendations on
investment opportunities, products and services based on client needs and
asset availability.
● Changed broker dealers requiring months of highly organized servicing for
each account for each client