Capital Raise for: Real Estate (Multifamily, OZ Investments), PE Sports Ownership, Consumer Growth PE.

As an Internal Advisor Consultant, I support my clients on growing their client and wealth management business, while incorporating the various products Nuveen offers within their clients' portfolios. Sales Territory: Los Angeles, Beverly Hills, Orange County, San DiegoWirehouse Channel (Merrill Lynch, Morgan Stanley, RBC, Citi PWM, UBS, & Wells Fargo Advisors)

•Assist clients by analyzing and discussing overall asset mix and appropriate investments. •Responsible for bringing in new assets under management through consultative sales approach.•Maintain a broad knowledge of the securities industry, including the ability to discuss the different types of equity orders (market, limit, stop, etc.) and the characteristics of trade execution (bid/ask, spread, and size/volume)•Execute trades involving a variety of investment vehicles Stocks, ETF’s and options.•On the job teaching and mentoring of new employees.

•Assist clients with non-retirement, retirement, and small business investment accounts•Lead investment discussions, assist with problem resolution, answer complex inquires and assist clients with all of their investment needs•Provide the highest level of service possible to clients while maintaining the company’s low cost objective•Responsible for meeting departmental goals for efficiency and asset lead generation.•Assess products suitability for Vanguard client investments, while clearly articulating key features and limitations to affirm clients' financial goals are obtained.

Worked with Senior Leadership on tracking performance within all the company's business lines.Created various macros, spreadsheets to help expedite monthly reporting to various departments within the agency.Developed dynamic business plan that will help senior leadership increase sales agents, increase women in management and increase sales to women.

-Analyzed various companies for investments and attended investment presentation and meetings on behalf of manager.