Senior Executive Financial Planner
Ayco a Goldman Sachs Company
Sep 2004 - Aug 2010 (6 years)
Maintain client relationships by providing tax, investment and estate planning advice. Reviewed insurance portfolios including life, disability and P&C insurance to ensure appropriate coverage. Developed and implemented new training processes and procedures for new financial planners. Mentored and developed new staff. Conducted quality control reviews to mitigate company risk.