KeatsConnellyAssociate Planner
Aug. 2010 - Jan. 2013Boynton Beach, FL● Financial Analysis – Interviewed international clients to determine their financial objectives, insurance coverage, tax status, risk tolerance and other information needed. Developed a cross-border financial plan that detailed assets, liabilities, expenses and income. Formulated recommendations based on the analysis for improvement in the areas of US immigration, insurance, cash flow & risk management, tax, investment and estate planning.
● Financial Software - Created and maintained financial spreadsheets and analyses generated by Excel, Morningstar Office and eMoney Wealth Management Systems.