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Worked Closely With Management And Peers

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Worked closely with management and peers. Managed projects to ensure successful accomplishment

Created strategy to communicate customized marketing options. Reviewed solutions with each client. Awarded multiple levels of recognition by management.

Adhering to ERISA, Employee Retirement Income Security Act of 1974, is critical in avoiding liability. Obtained credential in order to maintain office compliance to these standards. Required passing difficult exam to acquire credential.

In effort to attain maximum professionalism, created personal plan to obtain 7 professional designations in 13 months. A feat of accomplishment! I have not found another possessing this number of credentials. They include: CERTIFIED FINANCIAL PLANNER, ChFC, CLU, CRPC, CRPS, AAMS, AWMA.