• Consistently achieved and exceeded sales goals, ranked top sales performer of 2014• Developed strategies to grow customer base which resulted in a 25% increase in monthly sales• Maintains quality service by establishing and enforcing organization standards• Managed all account leads, worked directly with lead brokers• Maintain a 85% customer renewal rate• Identify business opportunities by identifying prospects and evaluating their position; researching and analyzing sales options• Deliver expectations, while managing individual and team performance• Develop and implement, strategies, goals, and processes to the sales team• Solely responsible for recruiting, developing and retaining talent, built company from 10 employees to 50 employees in less than one year

• Met directly with clients to review documents and discuss financial planning options• Assisted in monthly delivery of financial data reports to company customers• Adhere to and maintain all company policies and procedures of the firm and regulations to mitigate risk to our clients and the firm• Proactively review potential opportunities for clients to engage in additional products and services to satisfy needs and acquire new business and revenue

• Assisted, and interned directly under Guy Chiarello• Learned about market trends, IPOs, risk management, etc.