• Responsible for a $100M quota, retaining the relationships acquired over the years to develop more financial advisor relationships. • Work to obtain more proposals/opportunities to present to business owners and investment committees and to convert Defined Contributions, Defined Benefit, NQDC, MEP’s, and PEO Retirement Plans to the MassMutual platform.• Take advantage of sales opportunities within the non-profit, government, and corporate space to maximize the business potential within the marketplace. • Collaborated with distribution partners, including Broker-Dealers and RIA's while covering all channels.• Establish several key DCIO relationships while partnering in many events, including lunch-n-learns, dinners, and golf events.• Develop partnerships that provide insight into the role and, more importantly, how to be successful in the DCIO role.Notable achievements while in the position included:- Recipient of the “Rookie of the Year Award” for performance within the first year of the position. - Delivered year-to-date sales as of September 17, 2020, at $73.3M, which ranks 11th out of 50 Managing Directors.

• Served in a sales leadership role, generating 401(k) leads from Financial Advisors and Payroll Representatives to present the company’s 401(k) solution to business owners and board members. • Worked in a weekly, monthly, and annual quota, fast-paced environment that constituted the need for organization and work ethic while covering a territory consisting of Georgia and Alabama.Notable achievements while in the position included:- Achieved "President's Club" due to 85 plans sold, 142% to quota, and obtaining the Accredited Retirement Plan Consultant (ARPC) designation.

• Served in an internal wholesaler role for a successful external wholesaler, developing and implementing business strategies to engineer and execute marketing themes, programs, and sales to maximize the sales potential. • Maintained open lines of communication with financial advisors and TPA’s to identify needs, provide solutions, advance the sale, and define next steps related to promoting and uncovering new retirement plan sales opportunities. • Proactively followed-up on leads, coordinated pre- and post-sales deliverables, and managed the frequency and consistency of territory support. • Provided a high level of service, product knowledge, and industry awareness while taking incoming territory calls while proactively leveraging sales avenues. Notable achievements while in the position included:- Worked in collaboration with the external partner to close the 2nd most plans at John Hancock in 2014 at 126 that produced $121M and led to a 155% quota achievement. - Sold, as a team, the 3rd most production within the company in 2014.

• Given the unique opportunity to demonstrate leadership at the branch level by leveraging all PNC lines of business, including PNC Investments to guide customers to the channel(s) best suited for them.• Developed and strengthened overall relationships to maximize the business potential and grew revenue by increasing wallet share with targeted customers.• Charged with supporting and growing financial services in the highest depositing branch of PNC Bank in Ohio. • Recognized as a "Financial Concierge" focused on providing a "best in class" client experience while establishing and developing profitable partnerships throughout the full retail network, including all areas of the business. • Provided exceptional day-to-day sales and service leadership through open lines of communication with the branch team and strategic business partners. • Engaged customers, making an appropriate connection between PNC products and services to specific customer needs based on proactive consultative selling and profiling techniques. • Responded to and resolved client questions, complaints, and concerns in a timely professional manner while managing risk by adhering to defined bank and investment policies and regulations. • Served as a key partner/sales lead for the bank branch, actively coaching and training branch staff to identify opportunities to deepen client relationships.