Worked with clients on consulting projects in the ultra-high-net-worth (UHNW) space, using listening skills and consultative sales techniques to understand clients’ needs and provide targeted solutions. Also provided computer services, including software installation, data transfer, troubleshooting and training.

IPI is a private membership organization offering investor education, peer networking and thought leadership for ultra-high-net-worth (UHNW) investors and their advisors.Managed advisor membership, establishing strong relationships, client loyalty and trust. Worked closely with private wealth management firms, multi-family offices, investment managers, private banks, trust and estate planners, financial planners, hedge funds, private equity firms, consulting firms, family facilitators, fintech firms and other advisors to families with substantial wealth, plus ultra-high-net-worth (UHNW) investors.Specialized in:* Membership Sales* Client service* Client advocacy* Client retention and referrals* Website training* Hosting and facilitating advisor eventsAchievements:* Increased advisor membership by more than 50%, to record levels. * Brought in a record-breaking number of new members in the third year, which was a 32% increase over the previous year.* Increased annual member retention to 79%, a company record, representing a 25% increase over the previous average.* Generated exceptional advisor loyalty.* Doubled member attendance at advisor events and via online participation.

Provided corporate computer training at NBC's 13 owned-and-operated television stations, 10 national sales offices and New York-based Television Stations Division. Conducted classes and provided one-on-one training and follow-up support for users at all levels in all departments, from the general manager, news director, programing director, sales director on down. Used consultative sales skills and product knowledge, combined with listening and problem-solving skills, to generate enthusiasm among users for new computer technology and programs. Established strong relationships within the entire TV Stations Division.* Installed and configured Microsoft Windows and Apple Mac systems.* Conducted systems and applications training for every department at each TV station. * Regularly returned to stations and sales offices for follow-up training and new software rollouts. * Training included Word, Excel, PowerPoint, Outlook, proprietary sales reporting and tracking systems, database programs and contact managers.Achievements:* Increased productivity for 1,500 users at stations, sales offices and division headquarters by introducing computer technology and software applications to new and experienced users.* Motivated and inspired users, generating enthusiasm for new technology by sharing my own passion and enthusiasm, turning users into avid fans.