Description
I am actively pursuing W2 employment! After almost 5 years of 1099 employment and [attempted] entrepreneurship, I'm ready to return to the corporate world in an environment that values innovative thinking, integrity and quality.
Work Experience
| COMPANY | POSITION HELD | DATES WORKED |
|---|---|---|
| (Confidential) | Consultant To Independent Retirement Practice | 1/2014 - Present |
| (Confidential) | Owner Valuvize Founder Of B.I.C | 1/2012 - Present |
| First Niagara Investment Services | Advanced Markets Manager Sales And Marketing Avp Regional Channel Manager | 1/2011 - 1/2012 |
| Hsbc Bank | Premier Relationship Manager Avp | 1/2006 - 1/2008 |
| Bank Of America | Financial Advisor Vp | 1/2000 - 1/2006 |
Accomplishments
Highlights:
Job Skills
Keywords
- Financial
- Investment Services
- Securities
- Assessments
- Human Resources
- relationship management
- strategic planning
- retirement counseling
- advisory
- investment management
- defined contribution plans
- ERISA
- fiduciary
- investment analysis
- western new york
- regional management
- travel
- SaaS
- CRM
- Microsoft Office
- Outlook
- detail oriented
- focused
- high-level business acumen
- Communication skills
- process improvement
- Human resource optimization
