I am sincere, loyal and a dedicated individual with a great deal of enthusiasm. Although I have extensive experience in the Financial Industry, I love to learn to learn new things and I am always up for a challenge. I get along great with others, or while working efficiently on my own. I am looking for a position where I can develop and excel while giving my best. Professional dress. Well spoken. Clean background and smoke free. * Experience marketing DIRECTOR Office Manager -Tax Advisory GROUP May 2014 - JUne 2018 * Promote the Company by advertising and direct mail marketing to retirees and baby boomers. Seminars and Workshops. Helped wealthy clients preserve assets and save money on their taxes. Analyzing portfolio. Looking for better performance in allocations. Handling clients RMD's and withdrawals. marketing DIRECTOR office manager- Cotter FINANCIAL Sept 2009 - April 2014

Highlights:

Companies I like:

Tesla, Tra

• Accounts Payable
• Advertising
• Budgeting
• Communications
• Leadership
• Management
• Market Research
• Marketing Management
• Marketing Strategy
• Payroll