Direct sale of small and mid-cap equity research and trading products - including prospecting, cross-selling, coordination with colleagues, and competitive positioning. Identify and build relationships with new accounts through cold-calling, referrals, and client networking. Build advanced knowledge of electronic execution, capital markets, and relationship management.• Launched Texas market - grew book of business from zero to $200K• Led team to achieve 8% year over year growth versus firm average of 12% decline

Applied in-depth market knowledge to service clients of all sizes from middle market to global investment firms engaged in trading all sectors. Facilitated distribution of publishing analysts’ publications to corresponding buy-side traders.• Recruited to stabilize financial performance and improve brand; grew business approximately 25% with firm’s top three clients

Managed relationships, executed trades, and provided sales trading coverage for global investment managers. Traded in multiple international markets and developed expertise with FX conversion, cross-border trade settlements, and electronic trading.• Cross sold multiple assets and electronic trading capabilities to increase revenue by approximately 10%

Cross sold electronic trading, research, capital market, asset class, and global markets products using NASDAQ trading platform.• Retained and promoted to management role following Merrill Lynch acquisition of Herzog, Heine, and Geduld; grew desk from four to 13 people• Promoted to Partner based on leadership contributions and revenue production