● Introduced financial planning to BofA clients● Held discovery meetings that led to planning appointments● Prepared and presented financial plans to clients that brought new clients to Merrill● Networked with outside organizations – Toastmasters, COC etc. - and established new COIs

● Introduced myself to assigned clients with a net worth of $1mil+ ● Held client discovery meetings to learn and understand what is important to them ● Actively participated in clients’ lives by creating a roadmap for their financial goals● Worked with RIA partners, Schwab Wealth Advisory, and other specialists to help clients achieve their goals● Balanced productivity, service, and compliance to achieve sales goals

• Active participation in clients' lives, offering encouragement and coaching to provide a road map to help them achieve their dreams, passions while maintaining a balance between living for the moment and investing for the future.• Coordinate clients with Registered Investment Advisors from TDA's Advisor Direct Program.• Work with a comprehensive array of financial services for investment clients, which include: educating clients on self-directed investing, trading, and partnering with an RIA on their investment goals.

• Handled advisor and client phone calls and provided parties with resources to complete transactions • Acted as a liaison between internal support teams, such as sales, risk management, trading, technology, advisors, and clients • Educated advisors and clients on processes, services, and procedures of the TD Ameritrade platform• Collaborated with clients and advisors to solve problems and create a positive client experience with TD Ameritrade• Developed and nurtured client and advisor relationships through consultative communication and active listening

I'm a San Diego real estate agent, who works with home buyers, sellers, and investors. My passion for real estate and investing was sparked by attending a real estate investment seminar during my time at San Diego State University. I bought my first investment property shortly thereafter and obtained my real estate broker license. After graduation, I worked for Washington Mutual and then Chase, where I financed multifamily apartment buildings for real estate investors in San Diego county. To deepen my knowledge and serve my clients better I also obtained my Certified Commercial Investment Member (CCIM) designation. My enthusiasm for helping others and building wealth through investments made me join a high-performing team of local real estate experts at Lepe Tendwell Properties. Our intimate knowledge of the San Diego Real Estate market, our diverse backgrounds, and our team approach let us provide quality service and execution to our clients.

• Presented platform to large groups of Realtors and gained first paying customers for the newly launched product• Built database of Realtors, channel partners and referral sources from the ground up• Devised an outbound marketing and sales strategy for this new product for Realtors • Trained telemarketers how to use email sequences and follow up procedures for interested prospects

• Presented to groups of 20 to 150 business owners, investors, and suppliers and converted interested parties into members• Increased inbound lead flow by approximately 40% through a new digital marketing strategy• Grew SDCCA’s MNI networking event from 44 participants to 100+ participants during my tenure• Cold called management companies, potential members and suppliers to inform and attract them to SDCAA• Continuously grew our database of potential members and nurtured potential members with new and repurposed content• Managed 35 to 40 volunteers on the membership committee and other volunteering functions • Cultivated a strong referral relationship with SDCAA’s ambassadors• Maintained existing member relationships with high-value members in person and over the phone• Maintained member communication and sales efforts in Hubspot (Marketing and CRM platform)

• SugarNote is an online platform that connects celebrities with their fans through personalized video messages• Gathered raw data for customer validation through one on one interviews with celebrities and small focus groups • Researched and developed a Minimum Viable Product (MVP) for company’s launch• Raised €50,000 in seed money from investor to launch business• Researched the most popular e-commerce platforms to get website built and managed website building process • Trained staff on CRM software to stay on top of leads • Managed development of custom software components, i.e. plugins• Built a database of celebrity contacts through social media, LinkedIn and personal relationships• Planned and developed explanation videos for fans and celebrities• Negotiated contracts with vendors on behalf of SugarNote

• Originated $100 million+ commercial real estate loans• Ranked for six consecutive years in the top 10% for customer satisfaction based on Chase’s post-closing surveys• Wrote industry article, “Tight Times for Multi-Family Market,” published in the Scotsman Guide’s Commercial Edition• Forged key referral relationships with: commercial loan brokers, property managers, and commercial real estate brokers• Developed bank internal network through presentation to branch personnel, loan officer and investment advisor teams • Managed all budgets for marketing campaigns, ranging from direct mail to trade journal inserts and sponsored events • Trained staff on the rate quoting and rate locking process• Obtained and analyzed pertinent financial and credit data on all applicants involved in the loan process• Visually inspected every apartment building prior to submitting for a Letter of Intent and arranged for the appraisal • Liaised with the following departments to close a loan: processing, appraisal, underwriting and closing• Reviewed unusual or ‘out of the box’ lending inquiries with management and credit executives• Developed knowledge of financial industry, economy, market conditions, rates, vendors, and competition• Analyzed loan inquiries for match with portfolio’s lending standards • Handled all project event management for team’s trade show representation