FY 2021 - End August 21210% Annual Quota AttainmentFY: 2020600% Attainment#1 Top Global Performer in entire CompanyPresidents Club WinnerFY: 2019103% Quota AttainmentTop 3 State and Local Rep Closed $2.4 Million FY 19Top 3 State and Local Rep FY 19FY: 2018162% Quota AttainmentTop State Rep for Public SectorClosed $2.1 Million FY 18Presidents Club

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Report to Head of Corporate Sales responsible for 13 million in annual revenue•Primary relationship manager on team responsible for $2 million annual revenue•Additional primary account manager for VISA Directed Share Plan during largest IPO in US History•Responsible for pipeline conversion through prospects and existing clients within corporate client base•Conduct on-site education through presentations for corporate clients on specific equity plans (resulting in 15% travel)•Aid in RFP response, leading to additional revenue opportunities•Responsible for training and knowledge transfer of executive plan details to 300 Financial Advisors•Educate and train field of Financial Advisors on corporate plan specific details such as Microsoft, Google and Broadcom•Primary contact for 30+ Corporate Financial Professionals including weekly client calls and ongoing client projects•Develop and deliver pre-sales content for corporate service engagements.

•Managed and regulated multi-tier pipeline lead distribution model across global network of 300 Financial Advisors•Increased reinvestment revenue 15% from $13 million to $15.5 million over two years; exceeding quota of 10%•Delivered ongoing quarterly training sessions for Financial Advisors and Client Service Associates•Implemented new lead distribution technology application to field of Financial Advisors to increase annual reinvestment revenue •Contributed to curriculum for Reinvestment Specialist Program at Citi

•Provided support to a team of three Senior Private Wealth Management Advisors responsible for $5.6 Billion in assets, generating $8 Million in annual revenue •Created, updated and delivered custom client reports and presentations on monthly & quarterly basis leading to increased revenues in fee-based business