Independent Financial Consultant
Nexus Insurance Brokers LLC
Total years of experience :0 years, 11 Months
• Conducted in-depth financial analysis for budgets, forecasts, and actuals, driving informed decision-making.
• Enhanced financial reporting by consolidating complex data and incorporating stakeholder feedback.
• Provided innovative cost-saving recommendations, boosting overall financial performance.
• Established strong trust-based relationships with distribution partners, fostering collaboration.
• Builds and maintains a strong understanding, working and trust-based relationship with distribution partners.
• Expanded client base by delivering comprehensive Financial Planning, Retirement, and Insurance services.
• Cultivated key relationships with UHNI clients, driving loyalty and engagement.
• Identified and secured valuable business development opportunities, contributing to revenue growth.