23 years in the Mutual Funds industry in various roles such as Operations, Relationship Management, Business Development and Sales.

Reporting to the Vice President, Sales & Business Development, I am responsible for the smooth internal and external Integration and conversion of successful Financial Planner’s business from other mutual fund dealerships to FundEX Investments Inc. In addition to overseeing the Integration process, I coordinate and liaison with other internal and external business partners, to ensure all aspects of the Integration process are satisfied. I am also responsible for establishing and qualifying sales leads, assisting in the overall sales process, and distributing the leads to the appropriate direct sales channels.

Worked within a fast paced environment, I was responsible for delivering exceptional customer service to both our internal / external customer base. Was able to build strong relationships and maximize customer loyalty by providing “best in class” customer service. Extensive involvement in day-to-day operations, as well as the ability to develop positive working relationships with other departments. * Responsible for representing the company in a professional manner across all media types *Educating clients on all Invesco products and services and industry trends.*Responsible for developing and offering business building ideas to enable our client base to become more efficient in the way they do business *Responsible for all administrative client service issues. (i.e., commission rebates, rejected trades, problem resolution)*Responsible for tracking, reporting and developing solutions to achieve optimal results*Demonstrated strong multi-tasking skills while still being accessible to our client base by performing the day-to-day operations