Meet with clients to identify financial opportunities. Gather information about financial retirement goals, and suggest diversified portfolios including new products and services. Prepare investment analyses and deliver presentations for business development purposes.

Managed the Houston Branch Office. Fully developed, trained, and mentored newly licensed Financial Professionals. Created sales and marketing strategies to maintain existing clients. Performed annual client portfolio reviews to help maintain financial goals. Generated and followed up on leads and assessed economic trends.

Performed business-to-business sales for Sears Commercial division. Provided in-depth product knowledge for clients in a variety of product lines. Transformed a non-existing territory into a territory with over 300 accounts. Developed successful prospecting, marketing, and sales strategies adopted by many account managers nationwide. Maintained strong relationships with both new and existing clients.

Provided financial solutions for customers and worked directly with indirect lenders on providing credit insurance for customers. Managed a department with financial revenues of over $1.5M. Served as primary contact for the dealership and managed all customer service issues. Prepared budgets and forecasts for the finance department.