Asset &Resource Management Company(ARM)
January 2007 - January 2011 (4 years 1 month)
- Responsibly managed investment portfolios of HNI’s, composed of fixed income, real estate, stock broking and mutual fund instruments.
- Provided advisory and consultation on ARM Investment products.
- Provided best quality service to clients regarding the advantages and disadvantages of the different investment products with respect to targeted goals and time horizons.
- Sourced, identified and generated new businesses.
- Provided exceptional relationship management service including investment management and financial planning services.
- Developed strategies on how best to continually meet client demands and investment objectives.
- Developed sales action plan on new investment products