Educated clients and investment advisors on the corporate trustee offering of Fidelity's trustee servicesReviewed and analyzed trust documents to determine if Fidelity Personal Trust Services could be named as successor trustee.

Managed a book of 600+ client households (approx. $250k AUM) through quarterly updates and annual reviews of their financial plans.Developed financial plans for clients including estate planning, retirement income planning, and risk tolerance analysis assessment.Recognized consistently as a top client experience contributor in the departmentAchiever Winner as well as top performer in numerous campaigns.Recipient of multiple Call of the Month awardsMet and exceeded target… Show more Managed a book of 600+ client households (approx. $250k AUM) through quarterly updates and annual reviews of their financial plans.Developed financial plans for clients including estate planning, retirement income planning, and risk tolerance analysis assessment.Recognized consistently as a top client experience contributor in the departmentAchiever Winner as well as top performer in numerous campaigns.Recipient of multiple Call of the Month awardsMet and exceeded target acquisition, rollover, and retention goals consistently.Maintained high levels of excellent quality client interactions. Show less

Assisted managed accounts clients with questions regarding their accounts, market activity and portfolio performance concerns.Completed annual and ad hoc asset allocation strategy reviews with clients.Recipient of multiple Call of the Month awards.

Proactively contacted clients in an effort to consolidate assets, allocate their portfolios, and provide investment guidance.Member of inaugural class of Customer First Heroes ambassadors.Recipient of multiple Shining Star and Call of the Month awards.Recognized consistently as a top Client Experience Index contributor.Consistently top-ranked regionally and nationally in sales.President's Circle achiever.

Managed and coached a dynamic organization of over 100 women.Led my unit in both sales and recruiting earning a Mary Kay car.Won prestigious "Go Give" award.

Managed, motivated, and trained personnel and management throughout the organization.Organized and developed curriculum designed to improve closing rates and customer service.Developed and implemented strategies to increase sales and encourage agents.