* Served as a full-service Broker and Consultant to Financial Advisors at National Account Broker-Dealer Relationships and Registered Independent Advisors* In less than 2 years, individual annual production was over $467,000* Identify and present solutions designed to assist financial advisors in meeting the objectives of their clients through ongoing support and consultation* Focused on the sale of Fixed Income Products including Corporate, Agency and Municipal bonds… Show more * Served as a full-service Broker and Consultant to Financial Advisors at National Account Broker-Dealer Relationships and Registered Independent Advisors* In less than 2 years, individual annual production was over $467,000* Identify and present solutions designed to assist financial advisors in meeting the objectives of their clients through ongoing support and consultation* Focused on the sale of Fixed Income Products including Corporate, Agency and Municipal bonds, Structured Products, Mutual Funds, CMOs, Unit Investment Trusts, and Brokerage CDs Show less

* Price, value and perform analysis on a $350 million dollar mortgage-backed securities portfolio* Review pre-payment assumptions, loss projections and portfolio composition* Shock the bond portfolio each month with different rate scenarios* Monitor market movements, industry news, upgrades/downgrades and how these changes affect the bond portfolio

* Part of a two person team that created and developed a Bulk Whole Loan Trade Desk that managed a $3.6 billion dollar annual pipeline of mortgages designated for bulk sale* Worked closely with our Builder parent company, Marketing, Underwriting, Capital Markets and our Vendor in order to bring new, innovative lending products to our salesforce * Provided leadership and guidance, to a team of four Traders, resulting in a smooth bulk loan sales process, never missed… Show more * Part of a two person team that created and developed a Bulk Whole Loan Trade Desk that managed a $3.6 billion dollar annual pipeline of mortgages designated for bulk sale* Worked closely with our Builder parent company, Marketing, Underwriting, Capital Markets and our Vendor in order to bring new, innovative lending products to our salesforce * Provided leadership and guidance, to a team of four Traders, resulting in a smooth bulk loan sales process, never missed deadlines, and maximized the revenue dollars for the company by effectively coordinating with various departments and buyers Show less

* Worked with the Managing Director on his wealth management clients as well as his mortgagebanking consulting business* Would help prepare and present life insurance products and other financial solutions* Provided business planning and evaluation services for on average 40 small and mid-sized mortgage companies* Performed audit work on behalf of major warehouse lenders like Credit Suisse, National City and Colonial Bank – focusing on operational stability… Show more * Worked with the Managing Director on his wealth management clients as well as his mortgagebanking consulting business* Would help prepare and present life insurance products and other financial solutions* Provided business planning and evaluation services for on average 40 small and mid-sized mortgage companies* Performed audit work on behalf of major warehouse lenders like Credit Suisse, National City and Colonial Bank – focusing on operational stability, financials and quality control* Reviewed Risk/Pipeline Management Policies of various mortgage companies and provided recommendations for improvement Show less

* Sold residential loan portfolios to banks across the country* Expanded prospect database from 200 to over 2,100 contacts by way of cold calls and networking at industry events* Produced statistical reports on loan portfolios using Excel* Performed due diligence on mortgage companies and marketed them for sale at a national level