The National Reading Panel has concluded that a more
effective course of action is for us to explicitly teach
developing readers how to read fluently, step by step.
• Qualified to direct all operational aspects with special focus on client services, administration and human resources • Hands - on experience in assessing local markets to determine market conditions and identify present and future sales opportunities • Specialized
courses in
developing forecasts, business plans and financial objectives to keep business atop
of the competition • Particularly
effective in proposing corrective
actions by actively locating areas
of improvement
Professional Duties & Responsibilities Determined client financial goals and created comprehensive investment portfolios Recommended funds, allocation percentages, and risk management products Performed market and investment research, analysis, and asset allocation studies Authored market and portfolio commentaries and customer correspondence Generated product sales through cold calling, networking, and client presentations Oversaw loan process, determined risks, and recommended
course of action Trained and supervised junior associates ensuring
effective and efficient operations Experienced in legal compliance, research, and document creation
Developed marketing and development plans as well as all collateral materials Resolved customer service inquiries resulting in client satisfaction and repeat business Performed all duties in a positive, courteous, and timely manner