TX,OK,AR,LA,MS

• Expertise on wide range of product types (MF, SMA, ETF, CIT, PE, direct index, closed end funds)• Track record of growing sales 100% + YOY and beating sales goals.• Synthesized PGIM research into compelling, unique, sales messages. • Developed deep professional relationships with key financial advisors at Wirehouse firms (Morgan Stanley, UBS, Merrill, Wells Fargo, Stifel, Baird, Oppenheimer and select RIAs). • Skilled at organizing and leading PGIM internal resources which contributed to maximizing sales and client satisfaction (resources included: internal wholesaler, product managers, analysts and executive management).

• Track record of beating sales goals.• Won 2015 annual capital market pitch competition out of 75 internals. • Covered external meetings in multiple territories. (CT, IL and OH)• Led independent broker dealer internal wholesaler weekly meetings.• Effective high activity: set 8 meeting per day, 3.5 hrs. of talk time, 75 outbound calls.• Two initial public offering of closed end funds.

● Promoted to Ultra High Net Worth account manager role.● Providing strong client relationship management resulting in high customer satisfaction.● Grew client book of business by providing investment guidance and explaining the value of Vanguard products.

● Organized, planned, and executed promotional events for consumer products companies.● Led coordination of transportation, promotional material and personnel to create an engaging brand experience.● Analyzed effectiveness of marketing programs, wrote reports, and presented findings to management.● Managed internal web portal for employees and events nationwide.

● Created customer satisfaction survey to assess the quality of web site interaction.● Enhanced website design by integrating blogs, social networks, and related internet sites. (www.stowe.com)● Analyzed effectiveness of marketing programs, wrote reports, and presented findings to management.● Updated and created content for social media outlets to encourage customer interaction.