A highly motivated, results-driven professional with over 10 years of experience in the areas of operations, and project management. Proven ability to manage multiple projects simultaneously, and effectively in a fast paced environment.
Conducted seminars to increase sales opportunities and market share through the use of CoStar and other financial products and services.
Managed territory of over 200 clients, including the development of a new marketing plan, and the creation of a new brokerage platform.
Created and executed a comprehensive marketing plan for the brokerage firm to help the branch achieve the highest number of clients in the region.
Manage the territory of over 200 clients, including the largest mutual fund, a new distribution Center, and a brokerage firm.
Managed a territory of over 200 mutual funds and a brokerage firm. I was responsible for the development of a new client base.
Successfully managed a territory of over 200 households, including the largest class of the company, and the brokerage firm.
Valley Yellow Pages
Estate planning -managed portfolios of stocks, bonds, mutual funds, annuities, life insurance, and retirement plans.
Conducted financial and investment analyses to help clients achieve their goals and objectives. I also provided advice and education to the client on the best products and services available for investments.
Worked with financial services solutions to identify and implement new business opportunities. This included the development of a comprehensive client base, which resulted in a significant reduction in the number of referrals.
Conducted seminars on retirement planning, investment strategies, and estate planning. Gained knowledge of financial products and services.
Managed customer service calls and provided feedback to ensure that all client needs were met. Maintained and updated client files.
Consistently exceeded sales goals by providing exceptional customer service. This included the development of new and existing relationships with clients, and the creation of a plan to address the needs of the client.