Conducted financial planning seminars and workshops on wealth management, cash flow, and banking products. Created and maintained a strong network of clients.
Utilized consultative sales approach to uncover client needs and provide financial planning solutions to help them achieve their goals. Developed a Series of securities and investment strategies.
Created and maintained a comprehensive financial planning and analysis process, including the creation of a new client database, and organized the reports for the client.
Analyzed clients' financial situations and recommended changes in the client's financial situation and provided them with a proactive communication strategy.
Responsible for the development of a comprehensive financial plan for the firm. This includes the creation of a new client base, and the creation of a Series of securities.
Utilize consultative sales approach to uncover client needs and recommend appropriate financial planning products and services. Develop and maintain relationships with customers to ensure their understanding of the banking industry.
Institute of Computer Technology
Managed the financial reporting of the organization. Provided administrative support to the Defense travel agency (DTS). Prepared and submitted budget and expenditure reports.
Provided analytical support to the management team in the preparation of financial reports, budget analysis, forecasting, and maintenance of the database.
Managed the budget process, including the communication of financial planning, budgeting, and payroll, and balance sheet reconciliations.
Assisted in the development of a new budget process. Managed the implementation of a new financial reporting system. Created and maintained a database of all payroll and benefits information.
Provided financial management support for the budget Analyst, a team of Finance, and the Chief executive Officer. Assisted in the development of the department's annual budget.
Assisting the budget Analyst with the development of the financial planning tool, including the training and mentoring of the civilian personnel, payroll, and other administrative staff.