• Worked in partnership with Regional Vice Presidents to identify and acquire new business within the Northeast and the Midwest areas• Developed and maintained key relationships with financial advisors in order to sell a diversified selection of alternative investment offerings including REITs, Renewable Energy Funds, and an Emerging Market Impact Investment Fund• Developed and implemented monthly business plans and sales strategies with external partners• Delivered effective presentations to promote products, services and competitive advantages• Promoted from Analyst to Internal Wholesaler in first eight months• Series 7 and Series 63 licensed (CRD: 6826053)

Broker Support - Assisted Brokers with inputting listing presentations, marketing plans, and scheduling showingsOffice Coordination - Generated monthly reports and statistics pertaining to office performanceGeneral Company Administration - Coordinated office meetings and events - Assisted in communicating and implementation of new company policies and procedures relating to the day to day functions of brokers

• Researched cost effectiveness of various techniques and strategies behind parts and accessories merchandising• Performed Inventory Management• Designed and implemented web and print ads to promote business and attract new customers • Assisted customers with product selection and purchases• Created and placed product orders

• Assisted Architects in preparing drawings, creating client presentations, transferring shop drawings• Worked with Revit and AutoCAD design programs• Created site plans, revised plans according to construction bulletins• Maintained electronic file management