•Developed and grew relationships with brokerage firm home offices in multiple channels with sales greater than $200 million•Grew partnerships with key decision makers vertically and horizontally in same organizations•Formalized project management process for new product and systems implementation•Authored content on intranet site providing key customer intelligence to improve effectiveness for the sales organization•Grew American Funds availability on broker/dealer advisory and retirement plan platforms•Leveraged relationships for strategic promotion of American Funds products and tools•Created custom e-marketing for key customers which tied together the sales organization's goals with customer goals for more effective partnership•Co-Developer of internal process for delivery of mission critical messaging for sales force•Developed internal communications plans for new product and systems implementation•Enhanced relationships with internal departments by accelerating contract and agreement negotiations with key customers •Delivered training for broker/dealer sales desks•Built education and training programs for broker/dealer home offices•Developed training for internal Dealer Relations Group in multiple sites

•Managed multiple U.S. regional sales territories•Grew relationships with financial advisors of major brokerage firms to promote the sales of American Funds products•Created and delivered education and training for financial advisors within assigned sales territories

•Delivered world-class customer service and support to financial advisors and individual investors for global investment management company

•Licensed broker•Built and managed client base of qualified investors