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⮚ Responsible for educating prospective clients about Facet Wealth and managing expectations ⮚ Consistently exceeding quarterly sales targets & client retention ⮚ Work with Lead Planners to collect, organize and integrate client data⮚ Qualifying leads to make sure they are a good fit for our business model, introduce clients to their dedicated Certified Financial Planner & walk through the onboarding process.⮚ Work cohesively with onboarding clients directly referred by other financial planners⮚ Successfully balancing multiple responsibilities – onboarding clients, mentoring new CSM’s, working with Lead Planners to optimize the onboarding process.⮚ Mentor new Client Success Managers – conduct 1 on 1 meetings helping to shorten the onboarding process.⮚ Highlighting efficiencies with SalesLoft/Salesforce & making sure data is up to date in order to track efficiencies.⮚ Providing a detailed outline of the each step of our 3-step onboarding process⮚ Guidance on preparing for client/planner meetings to be set up for success.⮚ Listen to client calls to provide coaching on ways to improve on their current process & how to be more effective on calls.⮚ Coaching and guidance with time management in order to help others achieve their goals

Facet provides full financial life management, delivered by a dedicated team led by a CFP ® Professional, to mass affluent households. We also work with financial services professionals as a solution for small accounts. Learn more at www.facetwealth.com

⮚ Lead the Account Management process and facilitate the strategic account planning process supporting the K-12 public school districts & Charter Schools of SC.⮚ Increased number of end users per account to increase revenue while also streamlining the purchasing process for customers by 15%.⮚ Restructured existing rebate contracts with customers in order to make it more lucrative the more they spend which resulted in an increase of revenue by 24% in three months.⮚ Manage a team of category specialists to establish long-term growth plans for my existing book of business.⮚ Manage and drive sales development, gross profit margin, product category penetrations.⮚ Conduct business review meetings in order to structure plans to increase efficiencies and revenue growth

➢ Advise major clients about their portfolio management analyzing the market trends and current events.➢ Break down clients needs and objectives then devise investment strategies tailored to meet each individual client’s goals and objectives based on a detailed client profile analysis.➢ Build and maintain strong relationships with clients, helping them to track their progress by conducting regular account review meetings and uncover any new business opportunities.➢ Provide clients with a high level of individualized customer service.➢ Review accounts on a regular basis to ensure compliance with policies, guidelines, rules, regulations and to also analyze any changes needed in original investment strategies.➢ Partner with Payroll Company where they used our services on the 401k side.➢ Receive clients by referral and also by outbound calls* Was awarded the 5 Star wealth management award by both Boston magazine and Rhode Island magazine (2010, 2011, 2012, 2013, 2014 & 2015)* Series 6, 63, 26, 7 and Life Insurance licenses

• Worked with Regional Vice President implementing and executing territory marketing and sales plan • Developed new prospects/relationships as well as existing relationships in order to increase territory sales • Coordinated meetings, seminars, conference calls and necessary meetings involving external Financial Professionals and Portfolio Managers • Represented Company in Regional and National meetings • Traveled and conducted meetings with advisors within territory

implementing and executing territory marketing and sales plan * Developed new prospects/relationships as well as existing relationships in order to increase territory sales * Coordinated meetings, seminars, conference calls and necessary meetings involving external Financial Professionals and Portfolio Managers * Represented Company in Regional and National meetings * Traveled and conducted meetings with advisors within territory; * Fielded inbound calls from Financial Advisors / Assistants * Answered questions relating to mutual fund, 529, retirement product investments/fulfilled literature orders

Updated company advisor/representative lists * Organized and updated database with most recent information taken from transaction records * Organized documents for upcoming conferences