We’re like you. Entrepreneurs who saw an opportunity to make something better than what was available. Inspired by the incredibly innovative and entrepreneurial Boston community, we left VP positions at leading Boston commercial real estate firms to help our clients in a different way.

• Responsible for face to face representation in B2B sales of Verizon Small Business phone, internet, and television in designated territory• Promoted to Team Leader within first 3 weeks due to earnings and given responsibility of conducting interviews of potential employees.

- Compiled pitch books consisting of asset management strategies and wealth management platform based on modern portfolio theory to be distributed to prospective high net worth clients with accounts in excess of $1,000,000. - Attended client development meetings with senior management in order to observe client acquisition and retention strategies.