Drove Mutual Fund and ETF Sales in Registered Investment Advisor Channel on the East Coast- Worked with newly established RIA distribution team within Pacific Life to create an investment presence in the RIA Channel.- Worked closely with Investment Management, Product Management, Marketing and Technology on the messaging and tools required to drive sales.- Established key relationships with RIAs and Outsourced Chief Investment Officers as well as Business Development Officers at Clearing Firms like Schwab, Fidelity and TD Ameritrade to gain access and raise assets.

Drove Mutual Fund Sales in East Coast Wirehouse and Regional Firm Channel- Trained, Coached and Mentored Eastern Division Pacific Life wholesalers on the intricacies of the firm’s mutual funds. Increased sales over 100% from 2015 to 2018.- Worked closely with Investment Management, Product Management, Sales Management and Marketing to deliver the tools and skills necessary for sales success.- Extensive travel with wholesalers for one on one coaching and client presentations which lead to personal and team success in raising assets.

Drove Mutual Fund, Separately Managed Account and Retirement Plan Sales in Wirehouse and Regional Firm Channel in PA, DE, Southern NJ and MD- Implemented consultative sales approach to distinguish MFS and myself from competitors leading to increases in sales and territory penetration.- Collaborated with teammates from Investment Management and Marketing to gain access to and maintain relationships with key Centers of Influence at firms such as Merrill Lynch, Morgan Stanley and UBS; all leading to increased sales and market share.- Elected by peers to serve on Wholesaler Advisory Group to be a conduit from the Field to Senior Management with the goal being to deliver an enhanced client experience.