Local RetireReadyTN Retirement Plan Advisor for State of TN Tennessee Consolidated Retirement System (TCRS) members. RetireReadyTN is a public/private partnership between Empower and the State of TN Treasury Department.

Worked in tandem with Curian External Business Consultants, Financial Advisors, and Broker Dealer Representatives to identify, develop and maintain new and existing relationships. I provided multifaceted asset allocation analysis, complex portfolio construction guidance, and specialized advisor training by telephone, in-person and via virtual presentations.

Managed a team of 15-20 internal business consultants, and accountable for the hiring, training and management of all new sales employees in the eastern division. This was accomplished through consistent monitoring, training and coaching, while operating at the highest level of integrity and compliance.

Developed new relationships & managed existing relationships with independent financial advisors and wire house representatives in Orange County, CA. This was accomplished by proactively calling advisors to discuss the current financial marketplace, identifying advisor/client needs, and introducing new sales ideas when appropriate. I also provided financial advisors recommendations on various portfolio asset allocation strategies, and provided Morningstar hypothetical comparison reports.

Responsible for retail sales of active trader services, new business development, and active trading software/strategy education. In addition, I provided project management support in creating new pricing models, active trader marketing/advertising, and promoted all active trader software enhancements.