Responsibilities include potential investment evaluation, due diligence, financial analysis, portfolio monitoring and deal execution.

● Led a team of 25+, utilizing communication skills to ensure the smooth execution of events ● Managed a budget and strategically allocated funds to events ● Built strong relationships with potential new members, leading to one of the largest YoY increases in chapter size

● Conducted proactive cold calls targeting high net-worth individuals, establishing initial connections and setting the stage for potential wealth management partnerships.● Utilized financial software to support prospecting, converting leads, and assisting in delivering strategic financial recommendations.● Shadowed experienced wealth manager in client meetings, absorbing insights into effective client communication and tailored investment strategies.

● Ensured the cleanliness of the facility while providing great customer service. ● Responded to member inquiries regarding Lifetime products, services, policies, and procedures.

● Created professional sales presentations to effectively demonstrate product features and competitive advantages.● Attended advanced training sessions and conferences to increase product knowledge and productivity.● Increased sales by offering consultation on current products, promoting additional products, and applying customer upselling techniques.● Reached out to customers after completing sales to evaluate satisfaction and determine immediate service requirements.● Tailored sales approaches and techniques to specific client needs to increase effectiveness.

● Encouraged everyone to cultivate a strong work ethic by demonstrating diligence, patience, and respect for others.● Enforced discipline both on and off-court to lead the team with the highest personal standards.