Money ConceptsAssistant to the President
Jan. 1992 - Jan. 1994As “Financial Advisor in Training”, assisted in marketing activities to promote financial
planning services including organizing public educational seminars, booking appointments,
designing invitations and organizing client appreciation events
Responsible for initiating, designing, and coordinating, educational newsletter for
clients
Developed and organized a corporate educational financial planning seminar program
Providing financial planning advice and services for individual clients