2019 Presidents Club Qualifier, Sold 186% of my quota, Qualified for Pinnacle( Over 140% of Quota)2021 Presidents Club Qualifier, Sold 159% of my quota,Qualified for Pinnacle(Over 140% of Quota)2022 Board of Directors(Top Performer in the Channel) Presidents Club Qualifier, Qualified for Pinnacle2023 Presidents Club Qualifier, 2nd best performance in Channel2024 Presidents Club Qualifier, Qualified for Pinnacle(Over 140% of Quota)

Worked alongside sales teams as pre-sales consultant to make product demonstrations and presentations to prospective clients. Uncover and analyze client needs to identify opportunities for sales. Consistently exceed quotas for number of sales calls and for high close-per-call ratio.• Led team in all sales-related metrics for up-sales, asset acquisition, lead generation, and deal closes:o Presidents Club winner for 16 straight quarters (until designation was discontinued) for generating the highest leads for sales business partners.o Ranked in Top 10% for customer satisfaction scores every quarter for 9 years.o Circle of Champions winner (2010, 2011, 2014) for generating highest revenue through up-sales and deal closes through effective software demonstrations.• Improved annual sales 25% through spearheading internal training on up-selling strategies.• Analyzed performance metrics to identify best practices and levers for success; identify strategies that generate leads and deals.• Tapped by management to train new sales associates on software features, benefits, and sales strategies.• Increased qualified leads by training branch associates to more effectively identify prospects and position benefits of web tools.

• Drove adoption of software tools by influencing clients successfully onboard, deploy, and achieve full adoption and utilization of tools.• Increased sales of investment coaching products by providing one-on-one mentoring, product education, and advising.• Consistently demonstrated products’ alignment with client needs.• Developed ability to tailor information to user needs and to communicate complex systems and products in simple, appealing terms.• Conducted seminars and demonstrations for groups of up to 60, as well as virtual coaching and webinars.

• Ranked #1 in sales group for acquisition of new assets brought to Fidelity (Q4 2002).• Consistently led sales group for generating highest leads to fixed income and annuities departments.• Maintained Top 20% of sales group for efficiency of handle time, leading to higher prospects and leads.• Achieved Series 7 and 63 licenses.