1st Rotation: Internal Sales and Service - Analyze the new $2Bn relationship with Independent Marketing Organizations (IMOs) and Annexus that Nationwide Financial used to take the New Heights annuity products to market. Provide best practices and recommendations to enhance all Nationwide Financial distribution channels, which include new software and tools to help grow and extend capabilities and digital advice.

Built a Go-To-Market Model to evaluate the $500M Information Technology Management business’s costs for servicing different client segments. Proposed optimized Go-To-Market modeling template that will become business unit’s standard.

Performed fundamental research on valuation methodologies to determine best process for single point valuations.

Researched and assessed market data to produce and execute strategies for entering into the UK market, which resulted in a 10% increase in revenue.

Created and implemented sales strategies that increased revenue both internationally and domestically by 25%.

Developed and delivered client presentations that generated 75% of the revenue.

Led a 7-person team assembled to manage 47% growth in business on an electronic trading platform and to support traders.

Collaborated with sales, legal and business development groups to grow product offering and to increase clients' portfolios, which resulted in revenue of $170M+.

Aided clients in addressing all domestic equity trade discrepancies with executing brokers in order to maximize portfolio performance.