Elizabeth evaluates new business opportunities to determine a strategic fit with our objectives and market dynamics. She develops and manages detailed financial models to estimate potential value of opportunities and helps articulate our business rationale.
Elizabeth works with financial advisors, CPAs and attorneys to develop leveraged planning concepts and forecasts for existing and new strategic products for our clients on an ongoing basis and as part of annual planning objectives. Working closely with agents and across department teams, Elizabeth is our lead liaison identifying new products, articulate product requirements, and define strategies as well as integration with existing clients. She will conduct client interviews and manage our research platform to help understand granular client needs.
Elizabeth comes to us with over 12 years experience in the financial industry with a degree in Business Administration from Barry University, She is an avid world traveler and loves learning about different cultures.
Financial Representative of Guardian. CA Insurance License #0M75992