Summary Skilled financial professional successful at advising corporations, small businesses and individual clients. Areas of expertise include asset allocation, investment strategy and risk management as well as making sound investment decisions. Focused on fostering trust and cultivating partnerships based on financial accountability and transparency. Track record includes 18 years of exceeding expectations on goals, six years' experience in putting together successful marketing strategies to reach my target audience and stay on budget, six years' experience in organizing seminars as well as presenting at them. Motivated at facilitating personal and team professional development. Accomplishments Successfully started and ran business as a single mother while my children were young. Passed Series 7, 66 and insurance licensing first attempt. Top sales flows Nationally 1st - 4th Quarter 2015 (over $45,000,000 in flows just to managed accounts). Worked with team members to grow as advisers and improve Consultative Sales Skills. Originated over $65,000,000 in personal volume through professional networking, annuity/insurance reviews and marketing. Well versed in building quarterly, annual, and 5 yr. business plan to exceed the goals set. Excellent at building long-term relationships with clients. Advanced consultative sales skills.

Highlights:

• Business Plan
• Financial
• Financial Management
• Management
• Marketing Management
• Outside Sales
• Sales
• Finance