My goal is to provide sound investment and retirement advice based upon the unique situation of the client. A reliable contact where clients can find the answers and resources to the solutions they are looking for. By comprising historical data and Fidelity's statistical analysis, I partner with clients to offer advice through each phase of their financial situation.

- Responsible for developing relationships with potential clientele- Made 200 cold calls a day soliciting C-suite executives and detailing our different investment options and asset management portfolios- Researched and built spreadsheets of potential clientele through LinkedIn and company directories based on their current market status and net worth- Successfully scheduled meetings that led directly to attaining 40 new clients and the addition of 90 million dollars in… Show more - Responsible for developing relationships with potential clientele- Made 200 cold calls a day soliciting C-suite executives and detailing our different investment options and asset management portfolios- Researched and built spreadsheets of potential clientele through LinkedIn and company directories based on their current market status and net worth- Successfully scheduled meetings that led directly to attaining 40 new clients and the addition of 90 million dollars in assets under management- Tapped to train current Financial Advisors on successful cold calling and client engagement strategies Show less

- Taught baseball fundamentals to a 12 year old youth baseball team traveling to Cooperstown, New York to play in the annual tournament.- Scheduled and organized entire practices to keep kids and parents engaged and further their knowledge on the sport.