Estate/Financial Account Executive
Current⦁ Awarded Top Advisor, #1 in the Company, in 2019, 2021, & 2022 out of all California advisors including highest total revenue/investment sales brought into the company.⦁ Personally serviced over 3,500 clients out of our 40,000+ clients entailing estate, legacy, financial,employee benefits, retirement, business, and tax planning, buy/sell agreements, investment strategies,and Living Trust reviews; 60% B2B clients, 40% B2C clients⦁ Developed into a Solutions Expert by skillfully utilizing consultative sales with high net worth individuals, SMBs and the C-suite, tech companies, public figures, athletes, and real estate moguls as well as the underserved in our industry. Helping my clients become successful is what brings me success. ⦁ Achieved 250% growth year over year in investments, 300% in managed funds, and 200% growth in new clientele.