Investment and insurance products and services are offered through INFINEX INVESTMENTS, INC. Member FINRA/SIPC. Iberia Financial Services, LLC is a wholly-owned subsidiary of IBERIABANK. Infinex is not affiliated with either entity.

As part of a top-performing team, served as the primary point of contact for financial plan design. Communicated investment and wealth solutions with a concentration on advanced planning strategies.

Supported the development and execution of the marketing vision and strategic communication plan in line with company's business objectives. Managed and collaborated on corporate communications and marketing initiatives, including annual reports and proxies, media relations, social media, corporate advertising, property branding, industry organization participation and sponsorships, and internal company-wide communications. Worked directly with CEO, CFO, and other senior management, and acted as primary liaison with external vendors.• Served as project manager for quarterly portfolio summary (company’s primary marketing tool), 35-page book highlighting quarterly financial successes and each of assets in $5,000,000,000 portfolio.• Planned, sourced, and implemented inaugural corporate-wide holiday gifting initiative, $50,000 program consisting of “hot” CXP-branded merchandise delivered in custom-branded packaging to nearly 300 key business partners nationwide.

Provided analytics for Class A office portfolio consisting of 44 properties and 17,200,000 square feet in 13 states and District of Columbia. Partnered with capital markets team to source acquisition opportunities and strategize disposition and financing opportunities for current portfolio to maximize shareholder value. Optimized and maintained master leasing and property databases, and created recurring and ad hoc portfolio management reports utilized in production of quarterly financial supplement and board packages. Coordinated with asset management, property management, financial operations, and accounting to procure accurate data and identify trends and variance drivers.• Participated in the company’s portfolio repositioning strategy by executing financial analysis, market research, lease analysis and administration, and due diligence on commercial real estate acquisition and disposition transactions totaling nearly $2,000,000,000 in volume.• Built relationships with real estate brokerage firms nationally and reviewed preliminary investment information for prospective acquisitions in six target markets and six additional secondary markets.• Asset Management responsibilities included supporting seven markets, primarily across the South and Mid-Atlantic, which included ten Class A office properties totaling 1,500,000 square feet. Developed annual property budgets, including market assumptions, lease-activity forecasts, and capital projects. Traveled occasionally to assigned regions to maintain asset and market- level knowledge and key relationships.• Aided in generation of presentations and informational packages for investment committee and board of directors’ review.

Responsible for media relations, executive communications, online programs and employee communications. Assist in the creation of content for media interviews, speeches and quarterly conference calls. Partner with executive management throughout the company to help them brand their departments in the press and online.

Conducted research of public non-traded real estate investment trusts, provided tactical and strategic analysis and opinion to executive-level management of the company and the board of directors of a $5+ billion office REIT managed by the company.• Assisted in development of financial analysis package of the NT REIT space, with individual company analysis for internal and external sales force, and industry-level aggregate analysis for executive management.• Co-led quarterly training for internal and external sales force upon completion of the quarterly competitive intelligence reports.• Assisted in development of an education segment for financial advisors on analysis of REIT financial performance, highlighting metrics to aid in advisors’ due diligence of NT REIT investment opportunities.• Periodic “white paper” research on specific topics as directed by executive management of the company.

Serve as a Marketing Representative of the Wells Company and promote sales of Wells financial products by dealing with independent financial advisors who sell those products. Manage representatives across MD, DE, and Eastern Pennsylvania. Responsible for recruiting new financial advisors, as well as growing revenue from existing producers by providing education on all aspects of Wells’ financial products or product combinations. Schedule advisor meetings, organize broker seminars, and coordinate client events designed to develop new business. Attended broker/dealer conferences to develop the Wells' brand on a regional and national level.• Ranked 4th out of 25 sales regions in overall sales in 2007.• Jarratt Award winner for the successful launch of Wells Timberland REIT. • Highest producing representative penetration rate across all regions at 47% vs. 35% of the next closest region.• Increased Due Diligence course participation 27% year-over-year.

Wholesaled Fixed, Indexed and Variable Annuities to bank-based Financial Advisors and Platform Advisors. Maintained a two territory region, (7 States), and 2,000 active Representatives. Prospected and educated new advisors, generate sales via outbound campaigns, facilitate client and broker seminars/training sessions. Responsible for conducting all Index Annuity and Variable Annuity training for newly hired Internal and External Wholesalers. • Internal Wholesaler of the Quarter for Q3 and Q4 2005.• Successfully maintained two territories for 5 months, without external assistance, during major organizational change.• Team Lead for multiple, mission critical, sales initiatives.

Provided sales and partnership support to an established Financial Advisor. Developed sales leads and prospected new business. Cultivated and deepened relationships with existing client base. Communicated account status, market conditions, investment alternatives, and economic forecasts to clients. Employed situational analysis to prepare and present proposals positioned to offer customized financial solutions. Developed comprehensive marketing plan and client contact system for the advisor's practice to maximize revenue opportunity and improve client satisfaction and referral generation. Performed ongoing cold call campaign to identify and qualify affluent investment prospects and partnered with bank personnel to capitalize on the cross-sell and referral opportunities. • Advisor's (partner) gross production increased 34% during our partnership • Prepared complex investment proposals, performed securities research and planned, created and directed client seminars.