Asked to join the National Team supporting the industry's 10 largest RIA firms● Dedicated as the primary point of contact for one firm● Provide the highest level of service through authoritatively problem solving, being dedicated with an entrepreneurial independent sprit, demonstrating initiative and multi-tasking● Work with internal departments and management if necessary to ensure client priorities are understood, and be an advocate for the needs and growth opportunities of the client● Review and manage key performance metrics to proactively identify issues and trends, along with providing detailed reporting support● Excellent working relationships with the client service representatives who provide notification, email and project support● First point of escalation for clients and internal operations teams. The CM takes ownership of the issue and will assess, coordinate and manage the issues with the assistance of the relevant internal teams ensuring that service delivery standards are consistent with the terms of the service level agreement and provide best in class" levels of service● Proficient within CRM and Sales Force data baes along with strong product knowledge of Separate Account Networks, Alternative Investments (both Sponsor and Client) and Trading (DVP, Trade-away, and Options)

Team Lead - Relocated to WestLake TX to assist in starting a client management team ● Primary responsibility to lead, coach, and develop the team to drive exceptional customer experiences and build lifetime relationships with our customers● Point of contact for all escalations and dedicated resource for relationship managers

Dedicated as primary contact for 22 RIA firms in building and retaining relationships, as well as cross selling and driving adoption of best practices ● Drive high satisfaction, superior quality, processing efficiency and build exemplary relationships● Present Client Service Reviews through formal and informal presentations along with partnering with Relationship Managers in driving shared responsibilities● Took responsibility of creating, organizing, and implementing the Client Trending Report which provides client data that is used across all IWS in forecasting, and managing clients● Overhauled Client Score Card, used in presenting client trends, statics and data through formal and informal presentations

Responsible for selling Fidelity Advisor’s proprietary funds to brokers through effective presentations and in-depth knowledge of funds, economy and competitive industry● Worked as part of a team in a competitive environment responsible for providing sales support to banks, wire houses and financial institutions

Oversaw inventory management, production, budget analyses and logistics● Offered Director of Operations position over Midwest region

Developed and maintained clients through consultative sales approach, fixed income planning, understanding of services and economy.

Chosen to participate in a focus group that established new strategies in attaining customers, forming relationships, lead utilization and sales process● Gained Series 65 License

Responsible for selling Fidelity products through identifying needs and providing options● Consistently led the department in all areas, outperforming through adding extra value, implementing organization and motivation through a passion to succeed● Gained Series 7, 63 Licenses,