Solutions seeker, sales leader, and consultant with significant experience in sales-related roles, 9 years specific to financial services. Agile, competitive personality, driving results through a scalable and repeatable sales process. Provides year-over-year sales and asset growth, consistently beating metrics and goals. Specializes in generating and qualifying leads, improving the client experience, portfolio analysis, territory management, and finding solutions to problems.Constantly increasing relevance and skills. Most recently passing the level one Chartered Alternative Investment Analyst (CAIA) examination and considered a Level II Candidate in the CAIA program.