Floww is a Fintech SaaS platform working to revolutionize private markets. The first global end-to-end platform that provides the infrastructure for private companies, investors, and financial intermediaries to facilitate fundraising and transaction capabilities. www.floww.io

Managed and developed relationships with top financial advisors at Merrill Lynch, Morgan Stanley, UBS, Wells Fargo, and other regional broker dealers. Led a team that was responsible for all of Eaton Vance's investment products, and serviced over 800 key contacts in a $7+ billion market opportunity. Territory coverage in Western Pennsylvania, New York State, and West Virginia.

Provided direct coverage of Edward Jones financial advisors in partnership with the Regional Director. Focused on cultivating relationships through 1:1 client meetings, seminars, and regional meetings to grow Eaton Vance market presence. Territory included Washington and Oregon.

Worked in partnership with the Regional Director covering Independent and Bank financial advisors. Prospected, grew, and serviced our relationships through sales calls, target marketing, and promotion of Eaton Vance’s focused product list. Territory included Ohio.

Handled inbound inquiries from Financial Advisors across the country and assisted Eaton Vance distribution teams with targeted territory sales efforts.

Utilized Bill Good Marketing Software, Gorilla 3.0, for account management, profile setup, and client retention. Maintained records of Compliance requirements and protected sensitive client information. Learned Antoine’s philosophy in meeting clients’ financial needs including a financial planning agreement, insurance and investment strategies, and estate and tax planning. Spring Semester 2008