- Responsible for developing a partnership with a focused group of senior financial advisers and wealth managers within the major wirehouse firms (MSSB, Merrill Lynch, UBS, Wells Fargo, Raymond James) covering Northern California- Introduce and educate advisors on full range of quantitative and qualitative equity strategies as well as income solutions through mutual funds, seperately managed accounts, unit investment trusts, closed-end funds, and exchange-traded funds.

- Proactively developed and serviced clients by selling a full line of financial products which included mutual funds, fixed annuities, mortgages, and lines of credit

- Provided sales support to financial advisers and direct shareholders. Provided a wide range of services while presenting in depth product information in order to educate clients on Scudder Investments mutual funds.- Deepened existing relationships by adding value and support to advisers through fulfillment of hypothetical illustrations, Zephyr reports, literature and communication of sales ideas.