At the Boston Branch of Equitable Advisors, our mission is to provide superior advice and service to our clients in our communities while presenting Equitable with the highest level of integrity. We focus on helping individuals meet a variety of financial needs, including Life Insurance, Educational Funding, Retirement Planning, Investment Services, Estate Planning, Qualified Plan Funding, Non-Qualified Deferred Compensation, Trusted Services and Business Continuation Plans.

• Identified prospective clients using data from U.S. Special Districts including airports, transportation, utilities and fire departments. • Prioritized prospects based on annual expenditure ($26.5 million and above), as well as those with significant potential for future growth.• Created over 250 new accounts in Microsoft CRM based on research.• Identified key decision makers (General Manager, Chief Financial Officer, Chief Information Officer, Director of Human Resources, and… Show more • Identified prospective clients using data from U.S. Special Districts including airports, transportation, utilities and fire departments. • Prioritized prospects based on annual expenditure ($26.5 million and above), as well as those with significant potential for future growth.• Created over 250 new accounts in Microsoft CRM based on research.• Identified key decision makers (General Manager, Chief Financial Officer, Chief Information Officer, Director of Human Resources, and Director of Operations) and created 2,000+ prospects that included contact information. Show less

• Analyzed customer financial portfolios utilizing quantitative factors and investment discipline.• Reviewed likely suitability issues with existing investment choices due to risk tolerance.• Developed marketing strategies for financial services and products via social media; Facebook, LinkedIn, and Twitter.

• Helped coordinated and planned the second annual one-day Amputee Association of Maine Golf Scramble and two-day Maine Amputee Open. • Contacted local businesses and helped secure a $10,000 tournament sponsor, $1,000 Cart Sponsor and $250 tee and green sponsors.• Negotiated the lowest possible fees for golf course usage to maximize money raised for the foundation. • Redesigned Association’s website using Wild Apricot, adding valuable resources to families of amputees inducing links… Show more • Helped coordinated and planned the second annual one-day Amputee Association of Maine Golf Scramble and two-day Maine Amputee Open. • Contacted local businesses and helped secure a $10,000 tournament sponsor, $1,000 Cart Sponsor and $250 tee and green sponsors.• Negotiated the lowest possible fees for golf course usage to maximize money raised for the foundation. • Redesigned Association’s website using Wild Apricot, adding valuable resources to families of amputees inducing links to prosthetic companies, local practices, amputee sports and patient recommendations. Show less

Manager Outside Golf Staff / Pro-shop Assistant 2016 - 2017• Earned expanded authority over a five-year period resulting in increased responsibility and ultimately becoming the outside golf staff manager. • Trained and oversaw 8 outside golf staff employees. • Trusted with various tasks including collecting green fees and merchandise sales to managing orders and organizing tournaments. Outside Golf Staff… Show more Manager Outside Golf Staff / Pro-shop Assistant 2016 - 2017• Earned expanded authority over a five-year period resulting in increased responsibility and ultimately becoming the outside golf staff manager. • Trained and oversaw 8 outside golf staff employees. • Trusted with various tasks including collecting green fees and merchandise sales to managing orders and organizing tournaments. Outside Golf Staff 2013 - 2016• Oversaw outdoor golf functions for a 300 member private golf club. • Multitasked Daily: Member greeting, cart detail, practice range oversight, golf club storage, tournament set up, caddy services, and junior golf education. Show less