Friday Crawford
Senior Consultant @Beam Benefits
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WORK HISTORY
Senior Consultant @Beam Benefits
Wellington, FL, US
Provided expert financial guidance to clients, tailoring strategies to meet their individual goals and objectives.Conducted financial analysis and risk assessments for 320 clients, resulting in the development of customized investment plans.Collaborated with clients to formulate retirement plans, ensuring a secure financial future.Delivered 40 educational seminars on investment strategies and market trends, reaching, and educating a diverse audience.Managed diverse portfolios, consistently optimizing asset allocation for maximum returns.Implemented tax-efficient strategies, resulting in an average tax savings of for clients.
EDUCATION
University of Miami
Dental Radiology
SKILLS
ABOUT FRIDAY CRAWFORD
Results-oriented sales expert with 28+ years of experience specializing in core…
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