Weston Poulos

Experience

1. Partner

   Spectrum Wealth Strategies

   Jul 2016 — Present · Wilmington, NC, US

   Knowledge is the key to a successful financial future. My background, experience and commitment to providing you with the resources you need to make financial decisions, can help make your financial future as successful as you need it to be. I pride myself in getting to know each client so that I can understand their individual needs and what matters most to them. This helps me recommend strategies designed to meet their current needs, and more importantly, their future needs.I offer total financial needs analysis through a network of experienced professionals with expertise in:• Advisory services • Retirement analysis and programs• Estate strategies• Employee benefit and retention services • Business continuation strategies • Trust services**Trust services offered through the MassMutual Trust Co, FSB.I am a registered representative of and offer securities and investment advisory services through MML Investors Services, LLC, member SIPC Supervisory address: 13455 Noel Rd, 20th Floor, Dallas, TX 75••••••••00. Spectrum Wealth Strategies is not a subsidiary or affiliate of MML Investors Services, LLC or its affiliated companies. Disclosures and Licenses: https://spectrumwealthstrategies.com/licenses/

Skills

• Budgets
• Strategic Sourcing
• Management
• Mergers
• Supply Chain
• Cross-Functional Team Leadership
• Social Media
• Analysis
• Procurement
• Strategy
• Purchasing
• Contract Negotiation
• Supply Management
• Sourcing
• Pricing
• Microsoft Excel
• Supply Chain Management
• Process Improvement
• Negotiation