Mary Elizabeth Winstead

•Actively creating and maintaining viable professional relationships with potential/existing clients;ensuring that company high standards were met and all policies and procedures fully followed. •Advise and help investors on capital allocation with the expectation of a very greater profitable future financial returns.

•Developed promotional materials and presentations; executed transactions. •Created financial models; Analyzed customers financial needs and goals and evaluated investment risk. •Increased revenue by 45% in 2014 and 50% in 2015.

•Communicated portfolio updates and educated clients. •Conducted financial market analysis and reports, developed new strategies . •Awarded employee of the month for performing great work.

•Using own judgement and knowledge advised clients and made investment recommendations. •Created and maintained professional relationships with potential clients.

•Researched, Conducted, Correlated and Analyzed financial market analysis ,along with reviews, ratings and comparisons of various financial products.