Western sales team responsbile for business development of custody and clearing solutions for RIA's and advisors seeking independence.

Acquired by Goldman Sachs. Central sales team responsbile for business development of custody and clearing solutions for RIA's and advisors seeking independence.

Directed southwest territory comprised of AZ, NV, NM, OK, AR, and LA. Led 25% growth rate of assets annually, as well as a 30% increase converting advisors to platform. Managed and cultivated 1,300 client relationships through training and consulting. Delivered software and investment product solutions to financial advisors in RIA, insurance broker/dealer, independent broker/dealer, and bank channels. Drove sales through cross-selling, upselling, presentation delivery, sales initiatives, and relationship management strategies. Created sales strategies and presentations that met specific advisors’ business needs and profiles. Coached advisors on practice management solutions through in person meetings, group presentations, and webinars.

Led sales growth for Southwest region comprised of TX, LA, OK, AR, NM, and NV. Coordinated day to day service between the advisor’s practice and Envestnet. Developed and managed 700+ financial advisor relationships. Grew financial advisor accounts year over year. Trained advisors on software, recommended products, consulted on sales processes, and generated proposals to close business. Introduced product positioning to end clients and financial advisors through webinar or phone call.

Provided due diligence on investment managers represented on the platform’s approved list, including quarterly write-ups, annual on-site visits, and analysis for inclusion or deletion. Produced marketing materials for advisors and investors to evaluate investment products. Collected performance and benchmark data for the Investment Management department.

Portfolio accounting