Investment advisory services offered through Stonecrop Wealth Advisors, LLC, a Registered Investment Advisor with the U.S. Securities and Exchange Commission. This material is intended for informational purposes only. It should not be construed as legal or tax advice and is not intended to replace the advice of a qualified attorney or tax advisor. This information is not an offer or a solicitation to buy or sell securities. The information contained may have been compiled from third party sources and is believed to be reliable.

USQ, a wholly owned subsidiary of Chatham Financial Corp., is an investment management firm providing access to inventive strategies for real asset investing. The USQ platform leverages in-depth knowledge of real estate financing complexities to offer modern investing approaches spanning the needs from registered investment advisors to institutional investors. Union Square Capital Partners, LLC brings low-cost, institutional private real estate to wealth managers.I proactively engaged prospective clients via phone and email with a consistent company message. Developed and implemented new sales strategies for new business, leading to an increase in overall pipeline and relationships nationwide. Coordinated and distributed presentations and marketing material to the field. Created and maintained company databases to effectively identify, create, and implement sales outreach strategies. Became a resource for outside firms in both industry insight and best practices. Point of reference for firms doing due diligence, providing material and insight when necessary.

Partner with two External Wholesalers to drive sales and increase revenue across fixed and variable products. Territories have included NY, PA, OH, UT CO, and WV for all direct firm channels. Closed the NY market.Build strong relationships with Advisors, Assistants, BOA’s, Insurance Specialist, and other COI’s throughout the territory to create lasting partnerships that will result in increased business and revenue.Create and implement business plans, sales ideas, and sales activities designed to increase territory sales.Identify client situation and present options available, resolve client concerns, and maintain integrity.Efficient and streamlined processing of in-house business management in multiple territories.Proactively and consistently perform client and advisor conference calls to generate product awareness and sales.Partner with Relationship Management, Business Development, Enterprise Partners, and Marketing to execute various business campaigns and cross selling initiatives to generate territory sales.Assess Sales Team needs and continually improve the process on client targeting.Inbound New Hire Mentor.

Provide product and illustration sales support and demonstrate knowledge of products.Understand product features, industry trends, client profiling, and hypothetical illustrations.Identify client situation and present options available and resolve client concerns.Participated in team meetings, events, competitions, and training programs.Participated and won the 2014 Good Morning MoneyGuard Inbound Presentation Competition.

Build direct sales delivery, maximize sales, and have effective planning in order writing.Merchandize, shelve and price product.Exploit selling opportunities at retail level consistent with company programs and strategiesMaintain rapport with key store individuals.Identify and communicate individual store problems and opportunities to the appropriate Mondelez global personnel.Align with customers by using a strategic and consultative sales process to understand customers’ needs Integrate sales skills with knowledge of financial data and profitability requirements to increase the cost effectiveness and economic performance.Generate and implement new and unique ideas and solutions that can capitalize on opportunities to benefit customers and Mondelez global.Access, interpret and use customer and consumer information to improve fact based selling while working with the customers to achieve desired results.

Manage logistics and personnel of on-site operations. Meet with clientele to develop a plan of action.Maintain personnel schedule for upcoming events.

Responsible for delivering product to consumer in a timely manner.Tasked with utilizing company load sheets to prioritize and coordinate daily deliveries.Coordinated with colleagues to effectively organize incoming shipments.Processed shipment manifests and assembled incoming products.

Facilitated the distribution of products from warehouse to the store.Responsible for processing and verification of new shipments.

Executed customer/company transactions using Point of Sale system.Maintained merchandise on sales floor to create optimal product customer interaction.Engaged customers to assess their needs and identify a solution.

Relocated horses to their respective pastures for grazing and exercise.Tasked with organizing the feeding of horses according to an established schedule.Completed maintenance of property and barn.Responsible for purchasing supplies and managing inventory.

Responsible for training new staff members to a satisfactory level.Interacted with members to formulate optimal routines based on their abilities and goals.

Assembled and summarized information for the District Manager (DM).Led briefings for Associates on expectations, priorities, and role assignments.Tracked and maintained data pertaining to sales, theft, and recruit information.Trained new employees and organized personnel schedules.

Developed monthly, annual and multi-year portfolios for multiple departments.Updated and verified the financial records for the donations department.Interacted directly with members of the public requesting donation.Researched industry in-house suggestion committee best practices and reviewed the potential of implementation.

Worked with the public relations coordinator to create and manage publicity for the company.Created and executed the logistics for guerilla marketing opportunities.Worked with business partners to develop in-kind trade programs for advertising and publicity.Implemented in-house marketing programs and conducted competitive research.Executed, entered, and sorted marketing research data.