• Developed and managed new client relationships in US, Canada, and Germany utilizing Salesforce CRM• Quoted and booked freight forwarders plus managed daily operational tasks such as account management, invoicing and tracking shipments • Built relationships with internal departments to ensure client transactions are processed accurately and efficiently

• Developed and managed new client relationships in US, Canada, and Germany utilizing Salesforce CRM• Quoted and booked freight forwarders plus managed daily operational tasks such as account management, invoicing and tracking shipments • Built relationships with internal departments to ensure client transactions are processed accurately and efficiently

• Performed daily trade execution on both client accounts and SMA model management on Portfolio Pathways• Processed trading, money movements, account reconciliations, and maintenance of client accounts at our custodians Folio Institutional, Fidelity & Schwab• Monitored client accounts for deviations from investment allocations, setting drift parameters & alert notifications• Provided custom client reports: including overlap analysis, industry exposure, yield, and risk analysis statistics

• Zack's operations supporting both the wholesale and retail divisions

• Initiated inside sales and facilitated in the asset acquisition process with SEC qualified & accredited & investors and high net-worth investors while documenting calls in SalesForce• Identified financial service needs of high-net-worth investors using knowledge of capital markets & financial products, implemented consultative relationship selling strategies to target & develop new clients• Generated more than $500 million in leads for Zack’s Regional Vice Presidents and Senior Investment Consultants

(Hospital Surgical Supplies) • Initiated outside sales of disposable surgery supplies and endo-mechanicals• Maintained client accounts: The Cleveland Clinic, Catholic Health East/Systems/Partners, and Tenet Hospital groups

(Hospital software)• Met/exceeded YTD quotas for FY 09 (210%), FY 10 (310%) • Worked with developers and programmers from Meditech Magic, Meditech C/S, McKesson, Cerner, EPIC, Siebel, and Siemens Hospital Registration Software Systems to drive enhancements to AHI’s core product suite• Sold AHI products to CEO’s, CFO’s, Revenue Cycle Directors, Patient Access Directors, and MD’s• Maintained client accounts: The Cleveland Clinic, Catholic Health East, Catholic Health Systems, & Tenet Hospital

(Commercial & Home Mortgage Loan)• Met/exceeded YTD Quotas for FY 07 (100%), FY 06 (120%), FY 05 (150%) FY 04 (145%), FY 03 (125%)• Sourced and developed prospects for FHA/VA/Agency mortgage loans and referrals• Prepared, packaged, processed, and underwrote DU/LP loan information on Caylx Point and Encompass

(NASDAQ & listed markets trading platform - executes 70% of all NASDAQ transactions)• Initiated inside sales of UMA, BRUT (BRASS® Utility) an ECN (Electronic Communication Network), MicroHedge (options and hedging utility), GMI (futures) and other SunGard products to CEO’s, CFO’s, & head traders• Trained new customers: NYSE & NASDAQ operations, settlements, buy/sell-side traders, and institutional traders• Managed and supported William Blair, Etrade, Robert W. Baird, A.G. Edwards, Bank of America, US Bank, J.P. Morgan Chase, Cleary Gull, and Thomas Weisel order management system and back office interfaces at SunGard Trading Systems BRASS• Facilitated the interface enhancements of ECN’s, Exchanges, and back office settlements for their workflow process improvements• Thorough knowledge of buy and sell-side equities and derivatives and their order workflows• Facilitated enhancements of OTC & Listed Trading System for broker dealers with developers and programmers by working with the back office systems ADP, Beta, and CSS• Installed Knight Securities at the LSE (London Stock Exchange) to start trading on the EASDAQ• Interacted with CEO’s, CFO’s, head traders, trading desk, system administrators, network engineers, and Managing Directors• Fostered and developed client account relationships

• Traded and settled stocks, futures, and options in the Microsoft, Adobe, & Compaq options of the PCSE

(Mutual Funds)• Internship focused on trading and broker relationships