• Managed custom pricing and contract process including processing Price Requests• Requested historical usage data from the utility and follow-up as necessary• Assisted in securing customer credit approvals• Supported Sales Managers in operational sales related tasks• Presented sales back-up support as well as assumed assigned sales responsibility in absence of Sales Manager• Supported Sales Channels utilizing cross-functional teams• Assisted in boarding new sales channels• Researched channel commissions, billing, enrollment issues and coordinated with appropriate departments for resolution• Reviewed commission reports to ensure accuracy and payment timeliness• Utilized proprietary databases to provide sales channels with customer information• Created cases or tickets to resolve sales channel and customer related issues• Prepared ad hoc reporting for manager and VP• Participated in and completed special projects• Revised processes and implemented improvements for Partner Portal and other sales tools• Provided continuance process improvement suggestions to the organization• Supported the overall objectives of the company, and especially the sales organization to ensure the success of the individual manager, the sales team, and that of the company

• Assessed client financial means and investment objectives, and determined financial strategies and plans to support clients in achieving financial goals. • Developed, maintained, and expanded a diverse, multi-state client base of revenue-generating client relationships within defined affluent and high net worth market segments. • Met with clients and conducted analyses to determine goals, needs and investment objectives. Made recommendations to fulfill client objectives. • Provided guidance and support to clients to maximize or increase their net worth through risk management and investments.• Co-managed a team of Administrative and Business Development staff members to meet goals. • Mentored Interns and novice Financial Representatives, training them on consultative approaches and client service techniques. • Increased revenue by 40% and new client acquisition by 60% from 2017 to 2018, resulting in being selected for the exclusive Gateway to Growth program in 2018.

• Led and managed a campus ministry team and a teen group of 30+ to achieve ministry goals and provide direction and support. • Planned and implemented a series of weekly regional events for both ministries. • Developed and maintained relationships with engaged parents to support their children who participated in ministry activities. • Managed additional projects and tasks as assigned and prepared weekly lessons for services, devotionals, and leadership meetings.

• Supported a team in the conceptualization and planning of luxury events for high-profile clients.• Conducted market research within the Fashion, Sports, Automotive, and Culinary industries.• Collaborated with Account Directors in New York City on event concepts, designs, and budgets.• Arranged catering, valet parking, and travel arrangements for Event Coordinators. Prepared guest itineraries, marketing copy, and contracts.