- gathering requirements and specifications- writing user stories, acceptance criteria, technical instructions- product/functionality demonstration

Transitioned to Salesforce Administrator from previous role. Certified as SFDC Administrator on August 4th, 2016- Administrator for Sales Department's Salesforce org

- supported B2B sales team by loading corporate rates and discounts. Ensured rate viewership on industry platforms and also through internal booking methods- subject matter expert on various topics including virtual credit card payment and account on-boarding processes

- Deepened consumer relationships by leveraging firm benefits and cross-selling to other lines of businesses- Led and coached colleagues and teammates in sales techniques- Managed 100+ household relationships - Utilized various firm marketing outlets including direct mail and website

(Steben & Company is a private managed futures firm)- Contributed to sales of $70 million new money into private L.P funds - Ranked #2 in production among ten regions for the firm in 2011- Developed marketing and business plans with field wholesaler to deepen relationships- Cultivated relationships with financial advisors to effectively position funds to accredited investors

Transitioned book-of-business from previous firm

- Highest producing junior broker in Mid-Atlantic region for three consecutive years (2007, 2008, and 2009)- Partnered with senior advisor and increased sales production by 20% in first year- Marketed through online, newspapers, and community events to generate leads- Serviced two predominantly Chinese clientele branches with a book of $50 million assets under management

- Wrote 25 comprehensive financial plans and provided recommendations based on clients’ specific situations- Negotiated fees for multiple investment vehicles