Charles Cannon

- Build and maintain client relationships, keep current client financial plans up-to-date and build a portfolio of new clients on an ongoing basis - Contact prospective clients to set meetings, in order to better understand their financial circumstance and where assistance is needed - Proficient use of Salesforce CRM to organize client assets and information - Provide high quality investment guidance to active clients based on their needs and goals - Work efficiently with a team and participate in team building events - Stay informed with current and new product features to present the most effective strategies available to clients

- Held daily meetings with clients to find areas to assist and create a positive customer experience - Analyzed each clients individual situation, to create a financial plan, which helps provide financial security and risk management for the client - Staying up to date with new compliance laws and regulations regarding the financial industry - Proficient with CRM software to better organize client meetings and needs - Committed to taking daily notes and inquiring weekly reports demonstrating productivity while working remotely - Neatly and systematically organize and appropriately file, confidential client documents

- Reviewed and opened new brokerage accounts, while also uncovering new assets to rollover into new or existing accounts - Adhered to strict compliance guidelines, while staying updated on any new legislative changes that may affect the financial industry - Allocated fund portfolios to obtain high portfolio performance in correlation with the clients risk tolerance - Strategically embraced marketing tools and department members to help solicit new business