Implement consultative selling techniques as the first point of contact to identify opportunities, overcome objections and build friendly rapport with cold to warm prospects in two separate sectors; residential mortgage leads and residential solar leads. Qualify inbound and outbound leads by executing our playbook vetting process to ensure that they meet the firmographic requirements necessary for our clients who purchase targeted high quality leads by way of live-call transfers. Consistently manage 350 inbound and outbound calls per day routinely meeting and exceeding the firm's daily sales average enabling the contact and conversion rate for our clients remain above industry standard.

Fulfilling a lifelong goal of owning my own establishment, as an owner/operator of Oasis Coffeehouse & Wine bar, my role was the planning, development of a third space bistro that focused on coffee, wine, food & art. I managed a staff of 18 people overseeing the personnel, the day to day operations, administrative work, event planning and business development for the catering arm of the business where we managed to establish catering gigs for corporate clients.I completed my WSET Level 2 Sommelier Training to ensure a better conceptualization of the Wine list and menu.Liaised with various organizations to ensure that Oasis was a staple of the art community.

CW Publishing Group is a contract custom publishing company that creates made-to-measure print publications that focus on niche markets to help clients reach a specified audience. I work on specifically on both the NAACP Image Awards Show and the BET Awards. As an account executive my role is to research, identify and solicit potential advertisers with $1MM or more in national brand spending for our publication that match our clients niche demographic. This is achieved via cold calling new prospects and utilizing our ACT! CRM system to streamline the sales process.

Assist in the identification of new leads to help expand the ATS client base by targeting retail emerging affluent individuals to high net worth individuals interested in diversifying their portfolio by incorporating spot foreign exchange trading and spot precious metals trading. Prepare presentations for prospective clients articulating emerging industry trends and opportunities. Support the trading team by acting as a liaison by communicating the firm's strategies and addressing client requests so that new business can be serviced.

Manage a portfolio of existing consumer and emerging affluent clients in a $650 million deposit based branch with a focus on deepening existing relationships. Identify areas of opportunity through various business development strategies including leveraging relationships with existing clients and internal branch partners to focus on new acquisition, lending, and increasing revenue from new investment assets to help the bank meet its campaign targets and continue profitability. Provide tenacious follow-up on all accounts to ensure all opportunities are captured. Adept at cross selling various credit products, convenience, fixed deposit and investments.

Offer and sell financial products and services to consumers and small businesses including deposit accounts, loans, and other convenience products. Leverage in-depth product knowledge to assist the bank in meeting its acquisition and lending goals. Advised and educated clients regarding deposit account services such as checking, savings, money markets, CDs, IRAs in addition to NON-FDIC insurance and investment products. Manage various customer service requests, while and demonstrating an ongoing commitment and tireless work ethic to mitigate risk to the P&L.