Managed 432 high-net worth client portfolios of $1 to $5 million. Implemented financial planning retirement strategies spending one-on-one time with clients. Cultivated long-term client relationships. RESULT: Successfully improved company-wide client asset retention. Developed a new processing workflow for problem resolution. Built internal relationships to implement workflow strategy. Trained 62 associates in the Arizona region. RESULT: Increased problem-solution workflow efficiency. Trained 150 high-net worth associates with client portfolios of $250k to $1 million on various brokerage trading strategies. Created all presentation materials and outlines. Presented tax-reporting material to 89 brokerage associates in the Arizona region. RESULT: Improved time management and trading accuracy. Implemented a new tax course for entire AZ brokerage division. Successfully re-wrote the brokerage tax training materials and presentations for the AZ, PA, and NC divisions. RESULT: Heightened