Experience

Alpine Saxon Woods, LLC

• United States
• Investment Management
• 1 - 100 Employee

• Client Services Manager

  • Nov 2014 - Present

  Work with Private Wealth Clients and assist them with managing the assets in their portfolios, and help them with their financial needs. Work with Private Wealth Clients and assist them with managing the assets in their portfolios, and help them with their financial needs.



Alpine Woods Capital Investors, LLC Saxon Woods Advisors, LLC

• Purchase, NY

• Portfolio Administrator Private Wealth Group

  • Nov 2014 - Sep 2022

  Work with Private Wealth Clients and assist them with managing the assets in their portfolios, and help them with their financial needs. Work with Private Wealth Clients and assist them with managing the assets in their portfolios, and help them with their financial needs.



Ameriprise Financial Services, LLC

• United States
• Financial Services
• 700 & Above Employee

• Client Relationship Manager

  • 2010 - 2014

   Developed strong client relationships through the use of superior interpersonal skills and by creating engaging client appreciation activities resulting in increased client satisfaction, loyalty and referrals  Created and implemented a network of external wholesalers to fund marketing events, providing thousands of dollars of cost savings for the company  Produced and coordinated all marketing activities and client appreciation events  Utilized exceptional verbal and written communication skills in the handling of all client inquiries, correspondence and transactions for both existing clients and prospects  Employed strong organizational skills in the management of all daily office operations and the maintenance of the office client management system  Exercised strong calendar management skills in the scheduling of all client and wholesaler appointments for top management Show less



Transamerica

• United States
• Financial Services
• 700 & Above Employee

• Investment Consultant

  • 1990 - 2008

  Investment Sales Consultant-Asset Retention/ Gathering Team  #1 Sales Producer for three consecutive years bringing in assets totaling over a hundred million dollars as a Licensed Representative certified in Chartered Retirement Planning Counseling and Pension and Investment Fundamentals  Retained and gathered millions of dollars of assets in Plan Termination situations  Provided outstanding asset management services for high net worth clients through the use of extraordinary personal attention, investment counseling, and retirement planning services based on their individual financial needs  Applied bilingual English/Spanish skills to assist Spanish speaking clients in establishing retirement accounts Marketing Consultant  Employed superior written communication skills in the production of brochures and marketing pieces for English and Spanish speaking participants  Incorporated Certified Financial Planning expertise in the preparation of marketing materials and IRA kits for both Corporate and Not-For-Profit Employer Sponsored Plans Account Representative  Exhibited persistence and determination in collaborating with Corporate Plan Administrators to ensure timely processing and reporting of participant accounts  Prepared and audited Participant and Client Level Statements Show less