Developed Manhattan sales territory to increase business for Goldman Sachs Asset Management, resulting in my sales territory moving from 13th out of 40 to 7th out of 40Prospected and cultivated new clients to broaden sales base for the Manhattan region, adding 15 clients to our top 150 client listIncreased product penetration among existing clients to strengthen overall relationship and ensure continued patronage, growing the mutual fund portion of our business from 40% of total sales to about 55%Initiated and closed several deals including a secondary private equity offering, 401k business, and general fund business in GSAM

Created and executed a marketing strategy targeting households with a net worth between $100k and $500k, resulting in a growing book of business with over 75 clientsTrained and mentored three new advisors and assisted with all aspects of the financial planning business including investment advice, prospecting, and plan creationDrafted and implemented financial plans for client base that helped reorganize and prioritize their financial goals.