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 managers that can sell MTC solutions to their end clients•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 requirements

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 managers that can sell MTC solutions to their end clients•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 requirements

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