Consultative Investment Product / Service Sales to Key Clients• 2023: Ranked top 5% nationwide (out of 4,000) in new business development. o Achieved 166% quota, generating an estimated $1.3M in annual recurring revenue. o Attracted $140M in net new asset inflows, including $130M in managed accounts or annuities.• 2022: Also ranked top 5% nationwide. o Achieved 150%+ quota, resulting in approximately $1.2M in new annual recurring revenue. o Secured $130M in net new asset inflows, including $120M in managed accounts or annuities.• 2021: Ranked top 10% nationwide. o Achieved 140%+ quota, generating an estimated $1M in annual recurring revenue. o Attracted $100M in net new asset inflows, including $100M in managed accounts or annuities.• 2020: Achieved 200% quota attainment and received a promotion.• 2018 / 2019: Consistently exceeded 150% quota.• 2019 - 2023: Branch Technology Lead o Developed and implemented strategies for increasing revenue growth using new software / technology. • Utilized MEDDICC framework to target optimal market segments for various products and services. o Leveraged the BDR team for lead conversion through email campaigns, cold calls, and existing client outreach. o Conducted discovery meetings to analyze clients’ current structure, pain points, and decision- making processes. o Collaborated with Sales Engineers to evaluate needs, align solutions, and compare competitor offerings. o Delivered solutions-focused presentations to instill client confidence. o Orchestrated seamless transitions with the implementation team. o Partnered with the Client Success Team to identify future opportunities and drive referrals.

Consultative Investment Product / Service Sales to Key Clients.• 2017: Achieved 150% quota attainment. o Left during performance year due to TD Ameritrade buyout.• 2016: Achieved 200% quota attainment.• Won multiple awards for client experience ratings.• Identified and reached out to potential clients via cold calling, email campaigns, inbound leads, and unengaged client lists.• Facilitated discovery meetings to comprehend client preferences, decision-making processes, and investment objectives.• Provided client education on current investment portfolios utilizing risk analysis, revenue statements, and industry expert insights.• Presented solutions-focused recommendations, highlighting enhancements to current investment strategies, competitor analysis, and alignment with client goals.• Managed smooth implementation of recommendations to deliver a superior client experience.

Consultative investment product and service sales to key clients.

AXA Advisors, LLC (NY, NY), member SIPC, a broker-dealer / AXA Advisors, LLC, an SEC-registered investment advisor. AXA Network, LLC; AXA Network Insurance Agency of California, LLC in CA; AXA Network Insurance Agency of Utah, LLC in UT; AXA Network of Puerto Rico, Inc. in PR. EOE M/F/D/V