Responsible for Institutional Sales in Midwest for Blueshift Research, LLC. Providing unique research product to institutional money managers, mutual funds, and hedge funds.

Managed, analyzed, and procured commercial real estate investment portfolio. Analyzed commercial real estate investments, performed discounted cash flow models, Internal rates of return, cash on cash return, tax implications and model sustainability. Worked closely with municipal authorities including City of Madison and Dane County, taking several complex projects through entitlement processes. Evaluated warranted Tax Incremental Finance projects.

Responsible for growing nationwide account base for Institutional Equity Research Firm. Clients included Institutional Money Managers, Hedge Funds, Academic Institutions, and Private Wealth Managers. Firm grew sales to $40 million. Sold and delivered equity research to institutional money managers, working closely with them to analyze actionable trades in equity markets.

Wholesaled Mutual Funds taking territory from zero to over $3 million in annual sales. Responsible for growing East Coast account base, making presentations to retail brokerages detailing advantages of our fund complex, worked with retail stock brokers to help them grow their client list as well as increase assets under management through direct client contact, seminars, and one on one presentations.

Responsible for selling banking and financial products to existing and new bank customers. Top sales performer across multiple product lines.