• Successfully prospected and recruited new financial advisers • Coached over 80 financial advisers on how to use group systems and coaching strategies • Created and delivered new presentations for financial advisers and their clients across the country • Presented to audiences of over 300 financial advisers and prospects • Empowered financial advisers on weekly phone calls to develop and grow their business • Developed onsite training initiatives for financial advisers to implement with their staff • Strengthened relationships with financial advisers to promote growth and communication within their business • Responsible for starting, running and growing Matson Money’s relationship with TIAA-CREF to enhance our insurance solution • Built and customized company’s annuity database resulting in an increase in variable product sales by 200%

• Assembled a brand-new client base through networking and social activities • Responsible for assessing client goals and personal financial situation through in-depth financial planning • Partnered with senior financial adviser team to create a cohesive and mutually beneficial working relationship through a leverage based platform utilizing their existing relationships • Organized and hosted multiple client appreciation events with attendees ranging up to 100

• Single point of contact for multiple relationships providing exceedingly high-quality service • Educated clients on personal account positions and website interface • Facilitated in the account opening process for hundreds of new clients • Accountable for explanation of the benefits of opening various accounts and financial products with potential clients

• Processed accounts payable, ensuring all company bills were paid on time and tracked billing and expenses against purchase orders and statements of work • Responsible for preparing and delivering the company’s investment documents to potential investors, also worked closely with the outside company responsible for discovering new investors • Initiated contact with potential clients for office space leasing • Oversaw an outside company’s reconfiguration of a specific property • Gathered information on the company’s properties for accounting and tax purposes • Developed new databases for potential clients, potential property opportunities, potential land opportunities, and maintained the company’s property database