Helps clients secure income and discover reinvestment opportunities with my knowledge of annuities and insurance. Utilize technology to maintain client service models to ensure consistent client contact which results in great client experiences, referrals, and growth. Manage daily operational requests such as client onboarding, money movement, account transfers, firm reports, and advisor support.
State of Connecticut Notary Public
Series 7, 63, SIE, and CT Life & Health Insurance Licensed
Assists new clients with onboarding, creating profiles, opening accounts, transferring of funds, rolling over 401Ks. Creates detailed and comprehensive financial plans. Assists clients with money movements, deposits, and withdrawals. Works with clients to resolve service issues, keeping accounts and profiles UpToDate. Plan and execute marketing strategies, media relations, and client events.
Series 6, 7, 63, and CT Life & Health Insurance License
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