Helping to improve AI to better comprehend speech/voice with compassion and empathy

- was involved with a major acquisition of BlackRock, and brought it to a close, resulting in significant revenue for the firm

- one of the top schedulers of meetings for Market Leader/External Wholesaler on the Sales Desk- mentored Interns and New Hires(Sales Support Analysts)- created Process Improvement Group for new Market Channelization, and as a result, some of the solutions were implemented on the Sales Desk after presenting them to senior management

Prospected for new clients utilizing various methods including cold-calling and cold- walkingParticipated in training for the PMD ( Practice Management Development) Program, attaining Series 7 and 66 licenses and attended PMD meetingsMet with and presented to both high net worth prospects for retirement planning/ personal investments, as well as physicians, companies and non-profit organizations for 401k/ 403(b) plan reviewsCreated Wealth Outlook/ Financial Plan proposals for prospects, including long and short term financial strategies to attain prospect's desired financial goalsWorked with various wholesalers in the 401k/403(b) arena to acquire new businessCollaborated with high producing team of Financial Advisors to acquire new business in the 401k/403(b) space and for individuals' personal investments

Met with, presented and followed up with referrals and potential clients from Customer Service Representatives, created rapport with Customer Service RepresentativesAssisted clients in making informed decisions regarding asset allocation, investment selection and portfolio rebalancing in support of finding the appropriate solutions for clientsConducted in-depth reviews of clients' current investments, financial circumstances and future goals utilizing problem-solving skillsCreated and executed marketing strategies to attract and acquire new clients.Researched and investigated available investment opportunities to determine whether they fit into financial plans.Worked side by side and was mentored by high producer in Regional office

Prospected for new clients utilizing various methods including cold-calling, cold-walking and conducting seminars, extensive client development in support of new businessParticipated in training for the POA (Paths of Achievement) Program, obtained broad overview of the financial services field, easily transitioning from IT Sales to Brokerage industryMet with and presented to high net worth / affluent prospects, assessed their life goals and objectives, leveraged resources to develop financial plans to help them achieve their financial goals.Provided sophisticated financial solutions to high net-worth individuals and families, as well as to small and mid-sized businesses.Adept in creating, developing, and executing short and long-term financial strategies customized to meet client needs in a profit-driven, customer-focused environment. Chosen to work with highest producing team of Financial Advisors in Jersey City office out of 5 other Financial Advisors in POA training program

Successfully obtained at least 20 Request for Proposals, increased revenue for the company and performed New Business Development to provide IT Contract Labor / Staff augmentation and Project Services to Fortune 1000 companiesAccount Management / Relationship Management, including submission of candidate's resumes, managing requisitions and the submission process to assist company in on-boarding consultantsCold-called individuals in IT Procurement / Purchasing and Supplier Diversity in various Fortune 1000 companies across the United States and identifying the decision-makers for the preferred vendor process within each company to obtain Request for ProposalsNetworked and attained contacts at Procurement / Supplier Diversity Business Fairs including NMSDC (National Minority Supplier Development Council) NY / NJMSDC and WBENC (Women's Business Enterprise Council) and attended meeting and conference calls with individuals in IT Procurement / Purchasing and Supplier Diversity.Identified market opportunities to increase market share, researched prospective companies utilizing Hoover's for key information such as revenues / sales, key company contacts like CIO's Procurement / Purchasing specialists, industry information, number of employees, etc.

Telemarketed in sales capacity for potential clients for IT services such as Oracle Managed Services, Application Software Development, and IT Staff AugmentationConducted research on small and mid-size companies within the Tri-State area for cold-calling including identifying job postings for IT positions at these companiesSet up meetings and attended conference calls with potential clients in the Tri-State area, attended meetings (IT Directors, CIO's) and provided call reports and feedbackMaintained client relationships by identifying opportunities, managed client expectations and ensured client satisfactionWorked as a technical recruiter: identified the right candidates for technical requirements by locating resumes in job sites, contacted consultants for these requirements, formatted resumes, and submitted resumes to direct clients

Monitored call volumes of Customer Service Call Center in support of scheduling of Customer Service Representatives, increasing efficiency of wait timeAssisted Manager of Customer Service in any escalated issues and handled escalated callsMaintained daily and monthly statistics reporting.Motivated and developed staff members through training and performance coaching.Recruited high-quality Customer Service Representatives