Marc Toncre

•My objectives are to bring a customized approach to investment needs. I will meet with all potential clients (both individuals and businesses) on a one-to-one basis, and review their investments, income tax returns as they relate to investment strategies, personal finances, personal background, financial history, and their financial risk tolerance.

Developed asset allocation models and index strategies for the purpose of launching new ETF products into the financial market. Restructured ETF’s for the purpose of developing a customized alpha generating funds providing speculative to conservative investment models. Marketed and sold ETF’s directly to brokers, financial advisors and registered investment advisors. Attended trade shows and special seminars, giving lectures and presentations on the benefits and tax advantages of ETF’s.

Managed and retained the financial accounts for high net worth individuals. Developed new clients by prospecting referrals, conducting seminars, and contacting potential leads. Reviewed the activity of my high net worth clients’ accounts, including all cash balances and the investment of equities and fixed income in their portfolios. Developed financial goals for clients planning for retirement by utilizing estate and tax planning products and techniques.

Acquired and maintained financial and risk management accounts for high net worth individuals, families, and small businesses. Developed financial (retirement, college savings) plans based on goals and objectives of the clients. Developed insurance proposals for individuals, families and small business.

Monitoring, analyzing and approved all software updates and changes from development to Quality Assurance to the distribution and installation of the software in the internal network (SDLC). Compiled source code for new software applications before the actual testing of the applications. Maintained and updated required records via database. Perform follow-ups, investigate related problems and queries via phone and e-mail for routine installations and overdue, urgent items.