Commodities Team - Responsible for 3 billion gallons of gasoline annually.

Sig Ep National Housing, LLC (SENH) is an industry leader in university real estate, with $46 million in assets under management. SENH specializes in financing, real estate management, and consulting at 230 universities.

Managed the product launch roadshow for a newly acquired mutual fund with $1 billion under management.Coordinated meetings with Portfolio Managers & Product Development team.Provided relevant marketing material to over 1,500 customers.Analyzed daily sales data and trades for the wholesale team.Provided targeted and customized sales data on 74 mutual funds for internal and external business partners.Created reports capturing sales and trade information and distributed daily… Show more Managed the product launch roadshow for a newly acquired mutual fund with $1 billion under management.Coordinated meetings with Portfolio Managers & Product Development team.Provided relevant marketing material to over 1,500 customers.Analyzed daily sales data and trades for the wholesale team.Provided targeted and customized sales data on 74 mutual funds for internal and external business partners.Created reports capturing sales and trade information and distributed daily to entire organization. Show less

Provided detailed and precise information on over 26 different mutual and hedge funds to shareholders, Financial Representatives, and prospective investors.Executed 80+ daily financial transactions including placing trades, redeeming shares, and performing other client specific requests. Created more efficient ways to communicate to customers through new technology and stream-line procedures. Identified quality sales leads from inbound broker calls and created a pipeline to the… Show more Provided detailed and precise information on over 26 different mutual and hedge funds to shareholders, Financial Representatives, and prospective investors.Executed 80+ daily financial transactions including placing trades, redeeming shares, and performing other client specific requests. Created more efficient ways to communicate to customers through new technology and stream-line procedures. Identified quality sales leads from inbound broker calls and created a pipeline to the National Sales Team. Show less