Collaborated with Financial Advisors, Senior Management, Legal, Compliance and Billing, to manage the continuing evolution of the firm’s Institutional Consulting Fee For Service Platform and mentored the Request for Proposal Specialist. Counseled Financial Advisors on all aspects of Institutional Consulting, providing guidance from new client inception through final contract resolution and execution, establishing 92 Institutional client relationships in 2007, with assets valued at nearly $9 billion.Managed contract negotiations between Financial Advisors nationwide, their clients, and lawyers to achieve mutually satisfactory resolution, minimizing Wachovia’s liability risk, complying with industry regulations and accommodating client’s requests, exceeding the Firm’s high standards for client service and Financial Advisor satisfaction.Developed tracking system for monthly and yearly metrics to improve timeliness and created mechanism to disseminate data to upper management.

Created demographic and sales performance maps utilized by senior management in strategic planning and budget analyses.Conducted database queries to assess and analyze unexpected sales cannibalization by new satellite stores from existing facility to avoid similar results in upcoming store openings and to ensure integrity of future budget forecasts.Developed process utilizing Claritas mapping software to identify and group competitor new car dealers within target market, reducing time to perform task from days to hours.Created technique for storing maps, which enabled instant access to data and eliminated one-hour time delay previously experienced for map re-creation and analysis.

Primary role in business development to source for new client/project assignments and manage all aspects of projects. Researched, analyzed and wrote article in straightforward, easily understood language for leading online investment media company, promoting merits of investing in solid, fundamental market sectors, and selected for publication as feature article on company website. Analyzed refinancing alternatives for real estate developer, attempting to capitalize on equity in existing commercial properties by purchasing additional industrial space, determining its lack of feasibility due to existing market conditions and glut of industrial properties available for rent.Developed automated tool to calculate internal rate of return (IRR), net present value (NPV), and return on investment (ROI) for commercial real estate investor, reducing amount of time needed to analyze potential real estate investments from several days to minutes.