• Assisting clients with more complex needs; financial reviews, investments, retirement and lending services. • Build and develop strong relationships with partners that enable them to introduce clients to specialists who can assist with specific financial needs • Achieved NC Insurance License and Series 63 and 65 licenses• At work educator, able to run offsite events and gain relationships in the community • Achieved business advocate role to help with complex clients and be a partner guiding them with business planning. lending and longevity needs • Build long lasting relationships with clients • Management of clients personal and business accounts • Responsible for attracting new business

• Financial expert on helping clients with their further financial needs in charge of audits and making sure the banking centers compliance was up to date • Knowledge of different loan products (Mortgages, Auto, Personal and Refinance)• Managing the sales pipeline for the banking center

• Achieve Series 6 and SIE license• Worked in a high-volume retirement call center assisting clients with their retirement’s plans• Finical planner helped make sure clients were on the correct road for retirement • Always in my adherence to my schedule for customer service goals• Constantly achieved above and beyond my quota goals by being organized and sticking to a strict schedule

• Worked In the second highest volume call center in the company• Trained for 350 hours for Series 7• Helped with basic functions of customer accounts• Stuck to a very strict schedule to maintain the highest efficiency rate to deal with the call center demands

• Created celebrity Bartender Night during off season, increasing Wednesday beverage sales by 73%• Introduced customer sports event initiatives, increased beverage sales by 34%• Created bid scheduling platform for staffing and aligned staff/customer ratios• Increased beverage sales by 12%• Developed beverage wedding/event package with convention services, increasing beverages convention services by 32%• Decreased beverage department expenses by reducing entertainment costs by 9%

• Promoted value propositions that drove adoption of unrealized needs for clients, attaining 125% of sales quota in 2010• Provided client development initiatives which grew revenues, achieved “Top Sale Producer Award.” NY state in 2010• Collaborated with Cross-Functional Support Team, to Increase client support satisfaction

• Focused on working with clients to refinance their mortgages with both unsecured and secured loan products• Achieved record-high prices on refinanced mortgages• Received recognition for customer service and high satisfaction rating reviews• Archived +100% of management-set quotas• Managed clients financial accounts, generated and processed loans• Responsible for serving as financial advisor t clients. Advising customers on investment strategies which would yield the highest return• D0/DU/LP• FHA and VA guidelines

• Part time during the economic downturn in the economy, yet marginally successful in reaching personal goals and quotas• Auto finance department-identifying loan products to fit each customer’s needs. Had to be familiar with over 15 bank/credit union offerings• Built relationships with partner banks/credit unions to facilitate loan with the dealership