Responsible for the analysis and maintenance of the company's website, email, and phone. Provide information to the client and the executive management team.
Worked with client services to develop and implement new solutions to mobile devices and business development. Partnered with the marketing team to ensure that all client information was accurate and in line with the client's needs.
Assisted clients with the development of new and existing client relationships, including consulting, Mobile, fax, and other services.
Responsible for the creation of a new client base and the development of a new business. This included the implementation of a new product line.
Managed the development of a new client’s website, which was used to track and manage the company. This included the creation of a web based application.
Develop and maintain financial models to support strategic initiatives. Manage and analyze the monthly forecast and annual budget. Work with the business unit to create a new forecasting tool.
Performed financial analysis and insurance planning for clients, including retirement, education, and tax-based financial solutions.
Assisted in the development of the firm's financial proposals and asset allocation strategies. Provided client support and guidance to the client in the areas of investment management.
Managed client relationships and provided financial advice to clients and prospects. Managed the day-to-day operations of the portfolio.
Analyzed and interpreted financial data to develop investment strategies for clients. Developed and maintained client relationships. Conducted seminars and workshops on a wide range of topics.