Cantor Fitzgerald Asset Management provides investment management, asset management, and advisory services to investors in global equity, fixed income, multi-asset, real estate, infrastructure, and private market opportunities. Cantor Fitzgerald Asset Management’s investment platform consists of mutual funds, interval funds, managed exchange-traded funds (ETF) portfolios, separately managed accounts (SMAs), unified managed accounts (UMAs), non-traded REITs, opportunity zone funds, 1031 and 721 exchange vehicles, and other private investment strategies. In my current role, I serve as Principal and Sales Desk Manager for Cantor Fitzgerald Asset Management. I’m responsible for supervision and management of our internal sales team as well as spearheading our business development processes and Salesforce administration. I work closely with the Sr. Management team to increase efficiencies and build revenue generating systems and processes across the enterprise including, more recently, exploring potential scalable AI solutions. My current responsibilities include: - Principal on record acting in a supervisory capacity - Trade approvals - DST & Reg D offering syndicate management - Firm wide system & process business plan implementation (marketing, compliance, operations, CRM, business analytics) - Collaborative marketing initiatives to support brand growth initiatives - Compliance review of prospective RIA & BD firm partners - National business development project management - Sales training and education - Salesforce infrastructure development, administration, sales reporting and workflow oversight - New hire on-boarding and training - Data analytics implementation and strategy execution - Vendor and contract management - Broker/Dealer operational oversight and management

In my previous role as a Retirement Service Investment Advisor my responsibilities included 401k/403b/Executive benefits/Defined Benefit plan consultation and sales for both new and existing corporate clients. Day to day activities include conducting initial sales meetings, investment and plan design reviews, driving and managing the client decision making process, educating C-Suite executives on their fiduciary responsibilities as retirement plan sponsors, conducting enrollment and retirement plan education meetings, financial consultation with individuals and providing ongoing service to Centennial's clients.www.TheCentennial.com

As a Senior Inside Sales Associate at SC Distributors I was responsible for internally managing the marketing and sales efforts of a top territory with the firm, expanding relationships and growing sales from a network of over 1,250 financial advisors and in the LA & Orange county, CA markets. Our territory was consistently in the top 10% of all teams at the firm.www.SCDistributors.com

I was promoted to a the role of Business Development after three and a half years at Realty Capital where I was responsible for proactively marketing fixed income alternative investment offerings throughout the broker-dealer community. Additional responsibilities included for consistently setting meetings with new clients to the firm as we looked to expand our current book across the region. As a Business Development Specialist I worked closely with our Western Divisional Sales Manager leading sales efforts of the top sales division, meeting with high net worth clients to educate them on the benefits of alternative investments, participating in educational events and presentations and assisting with ad-hoc projects. Our team led the company in sales five consecutive years in a row 2015 total sales of 294 million dollars.

During my time at Realty Capital I held the title of Assistant Vice President supporting sales and operations efforts from the L.A. and Hawaii markets. My primary responsibility was building new relationships and expanding existing ones to increase sales from the independent broker-dealer and RIA communities. Additional responsibilities included setting appointments and handling all operations related and service inquiries of a book of 500 active producing advisors in the territory. During the three and a half years I was in the position our team was either the number one or two top producing team in the company out of over 40 sales teams and was responsible for raising unprecedented equity levels in the illiquid alternative investment space.

As a Senior Inside Sales Associate, I was responsible for educating financial advisors & investors on the features and benefits of a 1B dollar publicly registered, self-storage REIT and 1031 TIC/DST tax deferred exchange products. During my tenure our team increased sales by 31% YOY and was consistently in the top three of all territories at the firm. Additional responsibilities included operations and customer service, setting appointments and managing a calendar for one external wholesaler and servicing an advisor base that spanned nineteen states in the southeast region of the U.S.www.StrategicStorageTrust.com

During my time at Point Center I was responsible for educating and selling to a book of 500 accredited investors on features & benefits of private equity lending & trust deed commercial real estate investment opportunities. Sales achievements including an increase in sales by 40%.

As an Account Executives at Beneficial I worked in a branch setting in a client facing sales capacity. I helped educate clients of the firm on the benefits of various retail credit products available to them including home mortgages, equity lines of credit, and personal loans. I was responsible for driving the sales process all the way from setting the initial meeting to drawing the final documents and closing the sale at signing with each client.www.HSBC.com

At United Title Company I managed a branch office and was responsible for oversight as well as sales and marketing of title insurance products and services to local real estate agents, brokers and loan officers. I fulfilled customer service requests for property profiles, deeds of trust, mortgage leads, title reconveyances and vesting information. In addition, I used my background in graphic design to create and distribute marketing material utilizing Adobe design software.

During my time at Triple Net Properties I supported the sales efforts of a west coast team comprised of three top producing wholesalers. I was expected to keep calendars full of meetings with key prospects and clients, educate retail and high net worth investors on the benefits of the company sponsored Tenant-In-Common, REIT and Private Credit investment offerings, and provide ongoing operational and service support for the territory.