Provided sales, service and operational support for two financial advisors with approximately 180 million dollars in assets under management combined. Daily responsibilities included: maintaining relationships and interacting with client base, placing orders, setting up new accounts/relationships, developing and implementing a work flow process, research, and implementing marketing initiativesPresented at support staff meetings as branch contact for the new account opening initiative. Facilitated 78 percent revenue growth of one financial advisor in 2007.

Provided sales and marketing support for Smith Barney financial consultants and Citigroup Asset Management’s wholesalers and sales directors.Responsibilities included providing information and answering questions regarding Citigroup’s managed portfolios and their respective management teams.Assisted in the distribution and preparation of customized presentation materials for sample proposals, as well as other marketing pieces.Provided customized hold/sell analysis for prospective clientsResponsible for tracking certain managed portfolios-individual securities holdings, sector allocations, trade activity, managerial commentaries, etc.-and reporting information to the rest of the team.

Provided personalized assistance for the top ten percent of the company’s mutual fund producers by establishing and maintaining top accounts, processing trades, and researching and resolving client issues.Tracked and presented data trends at monthly managerial meetings.