Prepared and analyzed weekly and monthly reports for C-level executives. Created and maintained a system of tracking and tracking all sales.
Manage the inventory of all products and services for the company. This includes the creation of a new product line, and the maintenance of the inventory.
Responsible for the sales of all products and services for the company. Worked with the sales team to develop a new customer base.
Managed and maintained all aspects of the company, including the creation of a new location, and the development of a new product.
Created and maintained a system of tracking and maintaining all customer accounts. This was a major retailer. The company had a reputation for the ability to make a positive outcome.
Created and implemented a new process to track and report on sales, gross margin, and profit. Analyzed and reported on the company's performance.
Successfully managed a portfolio of over $1.5 million in assets under the TIAA CREF umbrella. Worked with the investment Committee to develop a comprehensive financial plan.
Developed and implemented financial planning solutions for clients including mutual funds, stocks, bonds, annuities, insurance, and tax-exempt bonds.
Managed and organized client portfolios for the firm's portfolio management, investment, insurance, and mutual funds. Developed and implemented a comprehensive financial plan to help clients achieve their financial goals.
Built strong relationships with clients, including the investment services, insurance, securities, and retirement planning. Developed a comprehensive understanding of the client's financial needs and provided them with appropriate information.