Extensive product knowledge, deep industry understanding and the ability to quickly adapt to change are critical to helping businesses survive. That’s especially true in the world of investment management operations and technology. With over a decade of sales, financial services, strategy consulting, and client advisory experience, I’ve learned those aren’t the only essentials for success. Confidence, persistence, and exceptional customer service have consistently allowed me to win recognition.As Store Manager and District Lead Sales at GNC, I ranked in the Top 1% in overall division sales among 1000 associates, the Top 5 in highest dollar sales and consistently surpassed all sales/revenue goals. I moved into the commercial insurance industry, earning my 2-20 license. As a commercial lines client advisor, I was able to build a large clientele by learning how to master outside, inside, and direct B2B sales techniques as well as how to deliver winning proposals to the C-Suite.Now putting that experience into play at MD Solutions, I have quickly grown my way up to Growth Officer. As one of the leading independent vendors in the financial services and investment management industry, We offer a wide range of affordable investment operations and technology solutions to RIAs, asset managers, family offices, wealth managers, banks, private markets, financial advisors, broker-dealers, and more. Since opening in 2004, MDS has grown into a workplace of 30+ employees and we currently serve over 100 firms that represent a combined 500+ Billion in AUM. Our co-sourcing services & outsourced solutions include middle- and back-office operations, managed services, consulting, daily reconciliation & processing, portfolio accounting, cloud and application hosting, custom report writing, data, customized solutions & product development, training, automation, custom application & software development, billing, reporting, cost basis, Advent upgrades & custom reporting- SSRS/REPLANG, performance, GIPS composite maintenance, DTCC trade settlements, fees, corporate actions, statements, private equity, alternatives, funds, conversions, migrations, integrations, implementations, IT, regulatory compliance, SQL, project management, SaaS, onboarding, ETL, APIs, extracts, interfaces, feeds, SSIS, digital transformation, business intelligence, risk, and more.MDS offers 30+ years of experience as wealth/asset managers, traders, and consultants; and I’m committed to adding unparalleled customer service experience. 239-337-9288 📧info@mdsolutionsllc.com 📧 www.mdsolutionsllc.com