• Modeled equity (stocks, ETFs, and mutual funds) performance using historical data, Morningstar, and Excel.
• Upgraded underperforming and old annuities by calling carriers, updating policy information, providing analysis, and assisting with selecting new annuities.
• Used year-end data to create comprehensive corporate and client annual reviews and portfolio performance
• Created and sent engaging prospecting letters to corporations and campaign letters to clients
• Provided one on one client assistance for Morgan Stanley applications
• Upgraded underperforming and old annuities by calling carriers, updating policy information, providing analysis, and assisting with selecting new annuities.
• Used year-end data to create comprehensive corporate and client annual reviews and portfolio performance
• Created and sent engaging prospecting letters to corporations and campaign letters to clients
• Provided one on one client assistance for Morgan Stanley applications