At TIAA-CREF Asset Management, I worked with broker-dealers, private banks, family offices, trust companies, registered investment advisory firms, and wirehouses throughout 12 states in the Southeast and Mid-Atlantic regions of the US. Using a consultative approach, I assisted my clients in building their businesses and helping them incorporate TIAA-CREF investments into their clients' investment portfolios, which includes mutual funds and private investments. As a hybrid wholesaler, I strategized with financial advisors on growing their private client and wealth management business, as well as their retirement and defined contribution plan business. I have experience in presenting complex investment topics as well as business development practices. I maintained and leveraged a deep understanding of the intricacies of each of TCAM's accounts and platforms. I worked extensively with Salesforce, Meridian, Zephyr, and Morningstar Direct. I maintained series 7, 63, insurance licenses, and the CIMA® designation.

In my role at Morgan Stanley, I focused on developing strategies for individuals, their families, and their businesses to help meet their financial goals. I listened carefully to my client's goals, values, aspirations, and concerns. Based on this input, I then worked to help them achieve their financial objectives. As a financial advisor, I guided my clients in all areas of wealth management including retirement planning strategies, portfolio construction, investment management strategies, banking and lending services, and overall financial planning.

I coached independent advisors to understand and implement Loring Ward portfolio strategies utilizing Dimensional Funds within their clients' portfolios. I provided content and edited Loring Ward marketing material and presentations. I also helped advisors grow their practices by delivering marketing and business development ideas. I served approximately 250 advisors with approximately $1.5 billion AUM. Myself and the Regional Director for the territory were jointly responsible for achieving mutual fund sales goals through sales and relationship management.

I worked with institutional clients as well as custodians acting as the primary contact for account, operations, and fund related questions. I also coordinated large institutional trades with the portfolio management team for every Dimensional mutual fund, mastering operational procedures for hundreds of global funds.