Head of Texas and other emerging markets to drive growth via occupancy acquisitions. Enterprise field sales rep managing full cycle sales.

Managing field sales and business development for the Southern United States

Helping launch AppFolio's newest product, a real estate investment management platform, while working with C level executives managing up to $250 million of equity in an effort to help streamline and automate their business so they can focus on scaling.

Integral part in a brand new division helping to launch a new real estate investment management platform to the market place-Work specifically with C Level executives from $5 Million AUM to $2 Billion AUM-New Record for most opportunity created in a month-Record for most generated opportunity resulting in a close in a quarter (FY19 Q3)FY19 Q2 133%

#1 in new opportunity generated 2016-resulted in $24 million of new closed business in 2016

Build and expand customer relationships by identifying customer's need and offering customized Fidelity investment solutions based on in-depth knowledge of products and servicesProvide investment direction by using guidance tools to match needs with suitable guidance solutions such as products, research, and/or services.Partner with other functions and roles within the organization to drive additional businessDevelop and position mutual funds, fixed income products, and discretionary money management services to existing customers or leadsHost conversations about domestic and foreign financial markets, market trends, economic indicators, investment concepts and strategies, and the universe of competitive products in the investment/consumer financial industry