Financial Professional Portfolio
 Devised map to determine areas that impeded smooth operations |  Created brochure for our team |
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 Developed compliant website for marketing and outreach |  Integrated new CRM with our process, website, and broker/dealer |
 Organized multiple brunches to build client relationships |  Created a video channel about our team approach |
As an Associate Financial Professional, I fulfilled tasks in a wide variety of areas that included:
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Called orphan house account clients to complete review
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Researched potential solutions
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Called current clients to complete change of broker/dealer
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Completed trades upon advisor request
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Created videos and marketing materials
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Ensured Financial Advisor in full compliance wth new broker/dealer
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Completed financial reports for Financial Advisor.
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Organized brunches and other client events