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Certified financial planner, offering more than years of experience in the financial services industry, including increasing total asset sales at current employment by million to million in less than two years. Expertise in managing and deciding on resource allocation for wealth management business where total investments exceed million. Proficient in coaching financial services branch teams of to people in lines of business, including product knowledge and sales techniques. Superior expertise in developing comprehensive financial plans, outlining strategies to meet investment, retirement, tax and estate planning goals. Excels in cultivating relationships and negotiating sales strategy, as well as multi-functional partnerships with centres of influence. Specialties Wealth Management Strategic Analysis Negotiation Manage Client Relationships Leadership Team Building Strong Networking with Business Partners Monitor Market Industry Developments Advanced Oral Presentation Advanced Skills with IB Software including PALtrak, Morningstar, In Sync, NaviPlan, Univeris and Other Such Proprietary Systems Microsoft Office Programs including Excel and PowerPoint Compliance Operating Due Diligence Resource Allocation Accountability

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