Chairman Award recipient 2013, 2015, Leader 2017, President 2018, Chairman and Citizens of Excellence Awards 2019. Wealth Relationship Manager with more than 16 years of experience in the financial industry. Awarded professional with proven track record in exceeding expectations, relationship building, portfolio growth and wealth management. Ability to identify initiatives and facilitate action driven plans to support clients needs and objectives. Professional skills include introducing systematic solutions and principle based decision making. Adept at evaluating data and delivering solutions specifically tailored to each client's risks tolerance and financial goals. Licenses: Life, Health, Series 6, Series 7, Series 63 and Series 65 *** Preparing for the 2021 CFP examination through Bryant University. Work with high net worth clients in all level of financial planning, lending and credit. Demonstrated Strengths include: Wealth Planning Strategy Life Insurance/Long Term Care Planning Asset Allocation Strategies Trust and Estate Planning Retirement Planning Assets Performance Assessments Revenue Enhancement Client Acquisition and Retention Investment Analysis and Business Development Pension Maximization Entrepreneurial Abilities Private Client Relationship Regulatory Compliance Strategic Financial Planning Fluent in French, English , French Creole 