Director Of Business Development- Central Region
Current- Awarded Top Sales Person of the year for the company 2011, 2012, 2013, 2014, 2017, and 2019.-Raised $419 mm in investor capital in years 2010 through 2020 from my designated territory in the U.S. out of a total company raise of $862 mm for our oil & gas limited partnerships in years 2010 through 2020.-Acquired Series 7 and 66 FINRA licenses.-Educate 4000+ financial advisors & CPA's on the dynamics of alternative investments specifically in oil & natural gas direct private placements by performing conference calls, webcasts, due diligence events, in person meetings, presenting live at national conferences, and conducting live in person client seminars. -Pursue and acquire new selling agreements with 30+ independent broker dealer firms and registered investment advisory firms in my designated territory in the U.S.-Profile independent broker dealer firms to formulate market and sponsorship activities. -Strategically plan and manage development of resources to maximize territorial sales while being responsible for budgeting and managing expenses.-Manage excellent business relationships with existing clients, prospect clients, CPA's, registered financial representatives, and registered investment advisors.-Assist in training new internal wholesalers and interns that have resulted in those individuals having long term tenure with the company or being offered a permanent position with U.S. Energy.
