Description
Work Experience
COMPANY | POSITION HELD | DATES WORKED |
---|---|---|
(Confidential) | (Confidential) | 1/2005 - Present |
Education
SCHOOL | MAJOR | YEAR | DEGREE |
---|---|---|---|
Norfolk State University | Mass Communications | 1999 | Bachelor Degree |
Accomplishments
Job Skills
Keywords
Responsibilities
Implementing and tracking current and new financial planning clients. Maintain a client service database for over 600 clients. This database help to stay on top of upcoming financial plans and also assisted in raising financial advisors quality level from 80% to 95%.