Promoted to manage an office of 50 sales professionals and drove annual revenue to exceed $40MM. Achievements:• Grew branch revenue by over 40% in first year through initiatives aimed at highlighting firm capabilities • Achieved the 2nd rank out 46 managers for firm leadership council based on 6 different metrics• Customized strategy for 5 different sales teams, including using 4DX framework for 1 team with 30% growth• Conducted regular scrutiny of financials, including identifying inaccurate $70K monthly charge • Served as trusted advisor and coach to 17 experienced sales professionals to identify opportunities for growth• Created weekly communication on the 3 most important items of the week to help drive efficiency• Shared best practices that highlight success and inspired similar approach by others• Collaborated with various business divisions around the country to bring critical resources down to local levelSkills:• Partnering with Executive Level Professionals• Tailoring resources that align with a team's strategy• Identifying revenue growth opportunities and market trends• Collaborating with different business divisions • Leading Through Influence rather than authority - cultivating relationships, building credibility

Promoted to Assistant Sales and Operations Manager in helping to lead the New England office that exceeded $100MM in revenue.Achievements:• Assembled exclusive group of 6 associates with office planner for coaching with software and client case studies - financial planning engagement grew 10%• Promoted digital efforts, including team websites, LinkedIn profiles, and e-signature (grew 380% in 2017)• Drove initiatives around client engagement meetings, growth of mortgage revenue, and family meetingsSkills:• Anticipating needs of Managing Director, Lead Sales Manager and Sales Teams• Driving collaboration between branch employees and home office• Presenting to Senior Executive Sales Leaders through weekly branch meetings, disseminating firm updates, sales ideas, recognizing success

Led sales support of the sales personnel in different regions of the country. I excelled at juggling countless loan transactions per day through proper organization and developing credibility with underwriters, sales consultants, and the larger sales force. I also took on additional projects to support the goals of our department by creating a Focus Complex that increased my effort towards a specific sales team that I identified as having significant opportunities. Additionally, I absorbed the responsibility for pricing our margin loan business, requiring me to balance our pricing framework, revenue targets, and sales force expectations.

Kicked off my career by rotating every 3-4 months into different departments of the firm. I was able to better understand the organization as a whole and build a strong network that would be valuable for the many years to come that I worked at UBS. In addition, I noted different leadership styles, different team dynamics, and how my strengths aligned with different areas within the firm.