Wholesaled REITs to Financial Advisors. Collaborated with external wholesalers and key account personnel to increasenumber of sellers and overall production. Pro actively generated sales opportunities through telephone presentations, industryconferences, and web casts promoting Senior Stock in Priority Capital. Provided exceptional internal promotion development. Key Accomplishments Raised capital for an innovative product launch of investment security for a… Show more Wholesaled REITs to Financial Advisors. Collaborated with external wholesalers and key account personnel to increasenumber of sellers and overall production. Pro actively generated sales opportunities through telephone presentations, industryconferences, and web casts promoting Senior Stock in Priority Capital. Provided exceptional internal promotion development. Key Accomplishments Raised capital for an innovative product launch of investment security for a Publicly Traded Real Estate Investment Trust. Built new relationships with nationwide dealers to increase revenue. Drove territory to highest percentage of financial advisor implementation in company. Attended industry conferences and conducted sales presentations to independent financial advisors. Developed and implemented sales objectives for a $60 million territory with a $3 million per month run rate. Awarded internal wholesaler of the year. Show less

Formulated asset allocation strategies and developed investment models for high net worth clients. Conductedcomprehensive portfolio reviews to evaluate objectives and projected portfolio performance. Built and maintained clientbases, keeping current client plans up-to-date and recruiting new clients on an ongoing basis. Key Accomplishments Maintained strong relationships with bank staff. Educated bankers on cross selling.

Researched available investment opportunities to determine whether they fit into financial plans. Analyzed financialinformation obtained from clients to determine strategies for meeting clients' financial objectives. Educated clients on thetypes of services that are to be provided, and the responsibilities to be taken by the personal financial advisor. Monitoredfinancial market trends to ensure that plans are effective, and to identify any necessary updates. Key… Show more Researched available investment opportunities to determine whether they fit into financial plans. Analyzed financialinformation obtained from clients to determine strategies for meeting clients' financial objectives. Educated clients on thetypes of services that are to be provided, and the responsibilities to be taken by the personal financial advisor. Monitoredfinancial market trends to ensure that plans are effective, and to identify any necessary updates. Key Accomplishments Assets under management - $52 million. Recognized for highest life insurance sales in the Inland Empire. Developed strong relationships with bank partners. Show less

Key Accomplishments Performed marketing and sales to accredited investors. Raised capital for two start up companies. Awarded #1 rookie sales person.

Key Accomplishments Started up investment program in California Bank & Trust/El Dorado Bank merger. Created new referral programs for banking staff. Provided training on referable product knowledge for investments.

Key Accomplishments Responsible for creating marketing campaigns; Mentored licensed bankers to increase sales in territory. Promoted to Financial Consultant.