• Strengthen client relationships through efficient solutions to client needs; distributions, contributions, etc.• Navigate through multiple technologies and systems simultaneously, including Salesforce and Outlook.• Lead all new associates in referrals/identified opportunities worth $300,000+ in two months.

• In-depth experience using eMoney, interpreting client information and fine tweaks to present relevant data to client. • Prepare potential client reports through Morningstar and fi360 software to persuade prospects• Organize and Prepare daily trades in TD Ameritrade and pass off to licensed professionals

• Achieved top 10% of 200+ sales reps in total accounts sold and total revenue earned.• Generated over $95,000.00 in company revenue over a three-month span.• Retained more than 90% of customers through establishing expectations and great customer relations.

• Streamlined several repetitive office procedures into the automated RedTail CRM software.• Organized new and potential clients’ information into MoneyGuidePro, and presented data to lead financial planner. • Monitored client meetings, took notes and collaborated with lead financial planner over client reviews.

• Lead all first rep sales reps in total accounts sold and total revenue earned in peak season. • Generated over $50,000.00 in company revenue over a three-month span. • Implemented daily training techniques and strategies into my daily work schedule.

• Co-founded Patch Co, an on-campus business at BYU-Idaho, customized hats, bags and jackets with unique patches. • Rotated through business functions such as Operations, Marketing and Sales as part of the leadership management training program, to reduce bottle necks, document processes, increase awareness and drive revenue. • Selected as CEO to lead the company of fifteen to test concepts, develop a business plan, and … Show more • Co-founded Patch Co, an on-campus business at BYU-Idaho, customized hats, bags and jackets with unique patches. • Rotated through business functions such as Operations, Marketing and Sales as part of the leadership management training program, to reduce bottle necks, document processes, increase awareness and drive revenue. • Selected as CEO to lead the company of fifteen to test concepts, develop a business plan, and execute such plan. • Managed and counted over 100 units of inventory within a developed inventory counting system. • Increased customer awareness by 25% in three weeks by innovating and thinking outside the box. • Achieved 11% monthly sales growth and contributed 20% to the total revenue of the overall portfolio of companies – more than $65,000.00 earned by entire portfolio. Show less