Joe Pratico

• Identified issues, analyzed information and provided solutions to problems.

• Created business plan and identified target customers by interacting on phone and in person, handling basic inquiries and providing quotes.
• Met with clients to discuss assets, expenses and long-term and short-term investment goals to devise personalized financial plans.
• Helped individuals and families build and execute wealth management strategies based on unique goals and objectives.
• Provided specialized financial planning support for clients with diverse portfolios and individual needs.

• Drove improved financial performance for portfolio of publications, products and partnerships by offering proactive analytical support and guidance.
• Built strong budgets, forecasts and reports with analyses and recommendations.
• Analyzed and explained variances by understanding key performance drivers and adjusted forecasts based on new information.
• Delivered financial support for exploration and development of new products.

Set up and established the Financial Services arm of the accounting firm. This was very much a sales role which included running and speaking at Seminars.