Investment and Banking Products Technology, Portfolio Management, Governance, and Agile Transformation

Investment & Banking Small Business Technology

Global Human Resources

• Design and implement sales strategies to ensure the company meets its revenue objectives• Manage Agile Big Room Planning for Enterprise • Facilitating discussion, decision making and conflict resolutions • Remove any impediments by finding the correct personnel to assist • Manages the complete sales cycle

• Created and delivered face-to-face presentations to C level executives, and established or prospective clients for project or product updates• Maintains and updates CRM system regarding prospecting, closed deals, and follow-up• Developed and presented detailed financial forecasting and reporting to C-level executives• Lead sales team through Salesforce implementation/overhaul project as the sales subject matter expert for the area team• Managed a portfolio valued over 570 million dollars• Effectively managed multiple simultaneous projects with a continuously rolling schedule

• Analyzed barren markets, why they had a substandard reach, and created a sales strategy to increase the market reach in that area• Lead market reach project from initiation to close while managing a team of 10 people• Identified and cultivated new prospects in the DC, Maryland and Virginia territories Managed a new marketing initiative to build on current market and territories• Researched potential clients to specifically target entertainment needs from first contact• Trained team on features of Salesforce• Trained over 500 consumers on using the company’s new AWS based platform• Maintained accurate reference documentation for internal management team

• Manage pipeline deals from prospecting, negotiation to deal closing• Serviced existing and new clients on financial products and plans• Developed marketing strategies to enhance customer base through cold calling, canvassing, referrals, attending networking events and industry functions

Positions held: Teller, Financial Services Representative I,II, Lead, Financial Consultant, Licensed Investment Assistant• Analyzed investment portfolios, reviewed asset allocations, risk tolerance and objectives• Researched the performance of stocks, bonds, and mutual funds• Increased company profits by using the ability to turn negative customer interaction (customer complaints and issues) into selling opportunities