In this role, I actively managed, built, and serviced a substantial portfolio of high-net-worth individual assets totaling approximately $400 million, using existing corporate relationships to launch and generate interest in the retail individual management offering.
I designed comprehensive financial plans encompassing income planning, cash flow analysis, and asset protection analysis, providing clients with a high-level approach to their financial goals and security.
Highlights of accomplishment in this role include:
• I steered the company's strategic direction by spearheading the development and operationalization of an individual wealth management offering, transforming it from a corporate-focused entity.
• I implemented cutting-edge strategies for retirement income planning and multi-generational income planning, conducting meticulous fund research, placing strategic products, and delivering captivating client presentations.
• I provided fiduciary oversight, investment policy creation, and investment selection for multiple DC plans under the scope of 3(21) and 3(38) fiduciary responsibilities.
• I consulted innovative solutions for corporation 401(K) plans, succession planning, Key Man protection planning, and executive compensation strategies, employing a high-level approach to address complex corporate needs.
• I crafted and execute captivating corporate marketing campaigns targeting specific business employee demographics, hosting engaging employee meetings to foster financial empowerment and prosperity.
• I drove asset generation and onboarding through strategic seminar marketing, referrals, and targeted 401(k) marketing initiatives, expanding the company's client base and achieving exceptional growth.
Additional Experience: Client Relationship and Development Administrator | Executive Assistant