Develop comprehensive strategies to meet the clients' objectives.
Provide ongoing support, advice and guidance throughout the project lifecycle.
Prepare detailed reports outlining progress and achievements against targets.
Explore new opportunities with existing clients to increase revenue streams.
Analyze data from various sources to provide insights into client behavior.
Create innovative s...
Boca Raton, Florida, United States · On-siteStartup FM radio show focused on audience members through live telephone calls and personal commentaries on show topics, including political happenings, financial news, community developments, and other relevant items of interest. Initiate spirited debates with guests on diverse topic. Coordinated on-air talent and guests, ad announcements, new ideas and segments. Research and develop stories...
Miami/Fort Lauderdale AreaSpecialized in catering to a diverse affluent client base, small to medium-sized companies, foundations, as well as pension and endowment funds. Key responsibilities to offer personalized advice tailored to the unique financial goals and circumstances of each client. This involved conducting in-depth assessments of their financial situations, risk tolerances, and long-term objectives. Facilit...