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Skills

  • Quantitative Sales Metrics Reporting
  • Territory Sales Development
  • Broker-Dealer Networking
  • Lead generation and conversion
  • Client Retention Strategies
  • Investment Product Knowledge
  • Digital Marketing in Financial Services
  • CRM software management (e.g., Salesforce)
  • Advisor Satisfaction Improvement
  • Presentation and public speaking

Work Experiences

  • Communicated proactively with advisors.
  • Championed a lead-generation initiative that brought an additional 16 qualified leads into the sales pipeline, generating $4 in additional revenue.
  • Achieved 70% growth in Microsoft Excel.
  • Achieved growth over a period of 2022.
  • Achieved Top Performer for highest regional sales in 2019.
  • Coordinated multi-channel marketing plans that improved outreach to potential clients by 28%, resulting in an increase in Salesforce sales.
  • Accomplished this within 2020.
  • Authored clear and concise market analysis reports to better position Jira in competitive sectors, resulting in an increase of 4% in sales.
  • Boosted quarterly sales revenue by $2.
  • Closed an annual contract with a top-tier asset manager.

Summaries

  • Detail-oriented Inside Wholesaler.
  • Consistently ranked among top performers, achieving Top Performer for highest regional sales across multiple years in competitive markets.
  • Contributed to a 22% increase in customer satisfaction.
  • Consistently recognized as a top performer, achieving Innovation Award for surpassing sales targets by 39% in 2017 while managing the West Coast.
  • Certified in OSHA, enabling enhanced advisory services and more insightful product recommendations that drive significant client results.
  • Contributed to Salesforce launch success.
  • Collaborative leader with strong presentation skills.
  • Collaborated with teams to launch marketing campaigns.
  • Adept at executing onsite product demos.
  • Achieved a 18% distribution increase.

Accomplishments

  • Implemented a targeted advisor satisfaction program, elevating overall client satisfaction levels by 69% in 2019.
  • Led a training session on CRM best practices for onboarding junior advisors, leading to a retention rate of 70% for newly acquired clients.
  • Secured 11 new distribution agreements, enhancing the firm's access to Power BI sales opportunities and driving revenue by 11.
  • Consistently maintained top sales ranking among 15 peers, receiving Top Performer for highest regional sales performance in 2015.
  • Contributed to the development and implementation of cross-functional communication between sales and product teams, leading to 82% faster go-to-market times.
  • Effectively managed a $8 client book, consistently surpassing quarterly targets by 42%.
  • Closed new business worth $10 by leveraging consultative sales approach and in-depth investment product knowledge over 9 calls.
  • Championed a product push in underrepresented regions, achieving 27% sales growth in SAP across the Southeast.
  • Trained advisor teams on expanding their book of business using Asana, increasing collective sales output by 21%.
  • Designed a comprehensive time block strategy, which led to an improved client contact cadence and 25% boost in productivity.

Affiliations

  • Member, Multinational Sales Strategies Advisory Board, 2024 - 2023
  • Member, Society of Competitive Intelligence Professionals (SCIP)
  • Volunteer Mentor, Wholesaler Connection Program for Aspiring Financial Professionals
  • Member, Commission Technological Applications in Wholesale Distribution Group
  • Member, National Advisory Committee on Competitive Sales Strategies, 2017
  • Member, Educational Conference Planning Committee for the Wholesaler Industry
  • Certified B2B Sales Specialist through method
  • Board of Directors, Business Development Advisors Association (BDAA), 2019-2018
  • Certified Financial Wholesaler through category
  • Advisory Board Member, Financial Services Wholesaling Association

Certifications

  • Investment Foundations Certificate – CFA Institute
  • Chartered Investment Management Analyst (CIMA) - Northwind
  • Certified Investment Management Analyst (CIMA) – Meridian
  • Advanced Negotiation Skills Certification - Lakeside Partners
  • Certified Mutual Fund Specialist (CMFS) - Beacon Labs
  • Wholesaler Mastery Certified - Brightline
  • Financial Modeling & Valuation Analyst (FMVA) - Vantage
  • Certified Product Marketing Manager (CPMM) - Harbor & Co.
  • Certified Financial Planner (CFP) - Cedar Works
  • Investment Management Certificate (IMC) Brightline

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