Wealth Manager

• Apr 2023 - Present

Wealth Manager Associate

• Sep 2022 - Feb 2023

Financial Advisor

• Sep 2021 - Jul 2022

Financial Advisor

• Oct 2019 - Sep 2021

Registered Investment Advisor

• Dec 2018 - Sep 2019

-Fee-only financial advisor specializing in retirement planning and insurance -Meet with clients to establish, develop a relationship, and understand needs -Gather information, analyze and present a financial plan that meets the client's needs and risk profile -Meet regularly with clients to understand changes in client needs and update the financial plan as needed -Develop new business through client referrals, marketing, and cold calls -Fee-only financial advisor specializing in retirement planning and insurance -Meet with clients to establish, develop a relationship, and understand needs -Gather information, analyze and present a financial plan that meets the client's needs and risk profile -Meet regularly with clients to understand changes in client needs and update the financial plan as needed -Develop new business through client referrals, marketing, and cold calls

Senior Relationship Manager - Advisor Services

• Aug 2015 - Oct 2018

• Relationship manager for Annuity and Insurance products within Broker-Dealer and Agency relationships • Position appropriate products and services to each unique client situation • Build and maintain relationships with key clients and personnel in order to deepen connections, uncover sales opportunities, resolve issues, and ensure satisfaction • Relationship manager for Annuity and Insurance products within Broker-Dealer and Agency relationships • Position appropriate products and services to each unique client situation • Build and maintain relationships with key clients and personnel in order to deepen connections, uncover sales opportunities, resolve issues, and ensure satisfaction

Advisor Sales Consultant

• Nov 2011 - Aug 2015

Internal Sales Consultant - RIA, BD, Bank - Mid Atlantic •Position investment products and services as resources to help the advisor and clients achieve their financial goals •Compare and position products against competitors by conducting extensive industry research, and articulating the key features and benefits in an effective, persuasive presentation

Wealth Management Specialist

• Nov 2004 - Nov 2011

•Relationship manager - high-net-worth clients •Managed over 300 accounts with a book of business totaling over $650 million •Established strong relationships and gained the trust of clients through the delivery of accurate and relevant investment and financial information •Engaged in the financial planning process for clients by gathering all the information required and assisted in implementing strategies for education, retirement and estate planning purposes