- Reviewed and analyzed case studies to understand real-world applications of wealth management, enhancing critical thinking and problem-solving skills- Participated in various agency wide trainings on potential investments, gaining valuable insights for asset allocation strategies and risk tolerance approaches- Gained extensive knowledge in client interaction and communication through direct collaboration with firm partners

- Co-managed door-to-door sales team and led weekly training sessions to enhance sales skills for sales representatives leading to over $1.2M in team sales revenue- Conducted market research in nearby cities to determine most profitable areas leading to an increase of 120% overall in team sales

- Performed financial market research, comparing more than 10 companies to drive optimal efficiency and enhance the financial success of the company, resulting in improved performance in the company- Facilitated regular biweekly team coordination meeting, fostering open communication among a team of 5 members, resulting in improved understanding of roles and responsibilities- Collaborated closely with team members and company sponsors to gain deep insights into company needs and goals, leveraging effective communication and analysis to identify and address areas requiring improvement

- Operated as sales team trainer by directing trainings of more than 30 ADT sales representatives aging from 18 to 35- Sold ADT Home security equipment and services to residential customers in regions of North Carolina and generated over $160k in revenue for the company in three months