Financial Professional Portfolio

Prospecting Mind Map

Devised map to determine areas that impeded smooth operations

Team Brochure

Created brochure for our team

Website

Developed compliant website for marketing and outreach

Redtail

Integrated new CRM with our process, website, and broker/dealer

Oct.Brunch.Flyer_edited

Organized multiple brunches to build client relationships

2021-10-11 (3)

Created a video channel about our team approach

As an Associate Financial Professional, I fulfilled tasks in a wide variety of areas that included: 

  • Called orphan house account clients to complete review 

  • Researched potential solutions

  • Called current clients to complete change of broker/dealer

  • Completed trades upon advisor request

  • Created videos and marketing materials

  • Ensured Financial Advisor in full compliance wth new broker/dealer

  • Completed financial reports for Financial Advisor. 

  • Organized brunches and other client events