Maria Sulick

CAREER HIGHLIGHTS

FirstWave Financial^®

• Works closely with our knowledgeable team and WealthCoaches™
• Research a wide range of complex issues to provide support and exceptional service custom tailored to each of our clients’ needs
• Coordinates and works with a network of resources from insurance, mortgage, and estate planning professionals as well as Social Security to help to ensure that our clients are well taken care of in all areas of their financial lives
  
  

Schneider Financial Group

• Investment Advisor Representative/Office Administration
• Responsible for servicing client accounts, including routine client reviews
• Preparation of portfolio review documents, researching a wide variety of investment options for client presentation
• Preparing financial plans, planning and hosting educational workshops and other marketing functions, as well as daily office management duties
  
  

Snoedel, Inc

• Owner/Office Manager
• Co-owned and operated a family owned business for 10 years. Duties included bookkeeping (accounts payable/receivables) as well as marketing and business development