Brooke Bowen, Mba Email & Phone Number

Chicago, Illinois, United States

• External Wholesaler covering Great Lakes & NE
• Generates sales of MTC investment management solutions as well as trust and estate services by conducting in-person sales and training meetings with Financial Institutions, Credit Unions and 3rd party relationship.
• Increases the frequency and number of RMs who actively recommend MTC solutions to grow assets under management
• Owns sales performance and goals for assigned territory
• Partners with 3rd party leadership to help advisors and trust officers grow their advisory practice
• Manages administrative responsibilities according to company policies including travel and expenses, CRM updates, calendar and schedules, conference call participation, email retention, continuing education, and other.

Chicago, Illinois, United States

• External Wholesaler covering Great Lakes & NE
• Generates sales of MTC investment management solutions as well as trust and estate services by conducting in-person sales and training meetings with Financial Institutions, Credit Unions and 3rd party relationship.
• Increases the frequency and number of RMs who actively recommend MTC solutions to grow assets under management
• Owns sales performance and goals for assigned territory
• Partners with 3rd party leadership to help advisors and trust officers grow their advisory practice
• Manages administrative responsibilities according to company policies including travel and expenses, CRM updates, calendar and schedules, conference call participation, email retention, continuing education, and other.

Chicago, Illinois, United States

• Covering Greater Houston
• In-field at least once a quarter meeting with all clients (RIA’s, Wires, & IBD’s) both individually & with other team members (including Specialists & Portfolio Managers)
• Proven ability to build relationships, bring in revenue, & book quality meetings (15-20+ meetings at a minimum each time I’m in-field for 3-5 days)
• PFS External- Covering all TX reps (June 2023-Feb 2024)
• President of Internal Sales & Service Advisory Council (June 2021- July 2023)
• Internal Sales & Service Advisory Council Member (June 2021- July 2023)

Denver, Colorado, United States

• Covering Greater Houston
• In-field at least once a quarter meeting with all clients (RIA’s, Wires, & IBD’s) both individually & with other team members (including Specialists & Portfolio Managers)
• Proven ability to build relationships, bring in revenue, & book quality meetings (15-20+ meetings at a minimum each time I’m in-field for 3-5 days)
• President of Internal Sales & Service Advisory Council
• Internal Sales & Service Advisory Council Member

Greater Chicago Area

Houston, Texas Area

Houston, Texas Area

Houston, Texas Area

Master Of Business Administration - Mba

•Creating Value for Business and Society •Managing Performance with Data •Leading with Integrity •Managing Risk •Leveraging Global.

Bachelor'S Degree, Marketing

Activities and Societies: •Chi Omega (2015-2019) •Chi Omega Journalism Committee (2016-2019) •Chi Omega Social Media Chair (2015-2019).

Education record

Activities and Societies: •4 continents, 13 countries •12 hours of Marketing and Management classes relating to international businesses.

Education record

Activities and Societies: •Varsity Swim Team •Student Council Class President 2014-2015