Michael Oconitrillo

Experience

1. Financial Professional

   Strategic Fortune Wealth Management

   Jan 2022 — Present

   Analyze the financial information that clients have provided to create plans for achieving their financial objectives • Create financial papers like investment reports and income estimates • Develop and maintain the relationship with the client • Keep portfolios of clients up to date • Keep in touch with clients to learn about any changes to their financial situation • Maintain adherence to all banking sector norms and regulations • Provide customers with advice on solutions for insurance protection, investment planning, cash management, and other areas to assist them to achieve their financial goals • Prepare or analyze reports on investment performance, income estimates, and summaries of financial documents for customers • Put financial strategies into action and plans to see where alterations are necessary due to situational concerns, economic or life changes, or poor financial performance • Speak with customers about their costs, income, insurance coverage, financial goals, tax situation, risk tolerance, and other factors to gather the necessary data to create a financial plan • Set up progressive savings accounts, buy stocks and bonds, and remove funds from accounts following industry and government rules • Research the industry to remain abreast of financial trends

Skills

• Asset Allocation
• Term Life Insurance
• Pensions
• Series 63
• Crm
• Customer Service
• Long-Term Care
• Wealth
• Financial Services
• Sales
• Risk Management
• 401k Rollovers
• Investments
• Licensed Life
• Insurance
• Finance
• Employee Benefits
• Variable Annuities
• Investment Strategies
• Small Business
• Retirement Savings
• Finra
• Mutual Funds
• Retirement
• 401k
• Relationship Management
• Indexed Annuities
• Iras
• Long Term Care Insurance
• Fixed Annuities
• Series 6
• Securities
• Savings
• Wealth Accumulation
• Life Insurance
• Roth Ira
• Financial Goals