Managed $50 million + in assets across 5 portfolio companies, including a partnership and a foundation.Directed new initiative toward private investments and reformed investment strategies for each portfolio company.

Managed over $2.5 million in client assets including IRAs, brokerage accounts, and cash management accounts.Positioned clients portfolios to match goals and risk tolerance, using both active and passive investment funds.Prospected new leads and potential clients through outreach, cold and warm, via phone and email.

INVESTMENT AND INSURANCE PRODUCTS: • NOT A DEPOSIT • NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NO BANK GUARANTEE • MAY LOSE VALUEJPMorgan Chase Bank, N.A. and its affiliates (collectively “JPMCB”) offer investment products, which may include bank-managed accounts and custody, as part of its trust and fiduciary services. Other investment products and services, such as brokerage and advisory accounts, are offered through J.P. Morgan Securities LLC (“JPMS”), a member of FINRA and SIPC. Annuities and other insurance products are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMCB, JPMS and CIA are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.“J.P. Morgan Private Bank” is a brand name for private banking business conducted by JPMorgan Chase & Co. and its subsidiaries worldwide.

MBA - Finance

Selected new equity investments, up 15% for a gain of over $15,000 (beating the S&P 500 by 8%) Analyzed multiple investment portfolios, diversifying equities and adding long-term growth strategies Executed trades with brokers using optimal cost basis and bid prices

Managed the largest corporate accounts in the region totaling $7M in sales year-over-year; led entire company in individual sales May 2019 achieving $500K+Oversaw and trained all customer service agents (7) and sales executives (2) for Australia and Europe teams, hitting all targeted metrics every monthStreamlined operations and increased revenue by restructuring direct report 9-member team to 5-member team

Facilitated 9-member team transition from NetSuite to Salesforce as primary Customer Relationship Management software; streamlined engagement tracking process through enhanced metrics reporting Trained and professionally developed 2 business development representatives; yielded consistent sales increase by 10% month-over-monthEnsured region achieved high performance metrics by initiating cross-functional collaboration with marketing, accounting and operations

Led team in new customer meetings and opportunities closed every month; frequently led entire company Generated new business daily by conducting 50+ outbound phone calls to prospective clients; gained 5+ opportunities per day Met and exceeded quotas each month for revenue, meetings and opportunities won

Represented Varidesk at the “Safety In Action” tradeshow in Melbourne, Australia as 1 of 2 selected team members company-wide; gained 300+ new contacts that converted to 87 new customers and $135K+ in additional revenueSpearheaded all outbound sales campaigns for the Australia Team, bringing in 400+ new clients

Selected by the VP of Sales to be the sole member of the team to make outbound sales call to drive in new businessResolved customer service calls, including making sales to customers

Promoted from head speech writer/director of social media after two weeks.Responsible for developing and implementing campaign strategy.Coordinated events, meetings and transportation to and from all campaign affairs.

Responsible for creation and management the Facebook page and Twitter handle for the campaign.Heavily used Facebook and Twitter as a campaign tool.

Wrote all speeches and biographies for the campaign.Was chosen to write a proposal to the United Nations Committee for Innovative Finance for Development after having attended the Committee meeting in the Fall of 2013.