Financial Planning and Analysis

• works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, such as stocks, bonds, mutual funds, annuities, and banking and money managed solutions
• recommends banking and investments strategies that align with client financial goals and needs
• triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds
• mitigates and controls risk as part of daily activities
• identifies and engages potential new clients through referrals or financial center clientele

Financial Solutions Advisor

Senior Specialist, Program Finance

Lead, Program Finance