Primary Insight, a leading global primary research provider, to a diverse network of experts across all sectors and industries. We match premium industry contacts with top-tier buy-side clients, providing valuable insights and opportunities to investors and analysts. We are actively engaged in matching premium industry contacts with top-tier buy-side clients across North America, South America, Europe, Asia-Pacific and AfricaMain coverage: Private Equity, Capital Markets… Show more Primary Insight, a leading global primary research provider, to a diverse network of experts across all sectors and industries. We match premium industry contacts with top-tier buy-side clients, providing valuable insights and opportunities to investors and analysts. We are actively engaged in matching premium industry contacts with top-tier buy-side clients across North America, South America, Europe, Asia-Pacific and AfricaMain coverage: Private Equity, Capital Markets, HealthcarePrimary Insight was founded in 2005 inside Bear Stearns and spun out of JPMorgan in a management buyout in April 2009. Show less

Notable accomplishments:• North East Conference runner up x2 (1st Princeton, 2nd St. Francis, 3rd Harvard)• NEC Scholar-Athlete Team with Excellent Honors• Team Captain

Manage a team of 10-15 SDR's, provide sales call coaching, one on one's, and training classes• Utilize CRM software HubSpot to create efficient workflows to tap into the leads with the most success rate• Trained and mentored sales personnel to apply best practices and techniques.• Qualified leads by scheduling introductory discovery meetings and calls.• Collaborated with sales, marketing and other internal teams to meet shared goals.• Analyzed sales data… Show more Manage a team of 10-15 SDR's, provide sales call coaching, one on one's, and training classes• Utilize CRM software HubSpot to create efficient workflows to tap into the leads with the most success rate• Trained and mentored sales personnel to apply best practices and techniques.• Qualified leads by scheduling introductory discovery meetings and calls.• Collaborated with sales, marketing and other internal teams to meet shared goals.• Analyzed sales data to identifyopportunities for improvement and created action plans to capitalize on those opportunities.• Successfully hit and overperformed monthly team goal by 17.9% scheduling over $17Min possible investments to the Investment Advisor team Show less

Responsible for lead generation for the equity sales team ranging from 10,000$ to 100,000$• Explain Fine Art as an alternative asset class and investment opportunity • Organize existing leads and develop a system of effective and professional communicationbetween possible investors and the company

Led a 1-month record breaking direct door-to-door sales and marketing campaign for Nestle's Ready Refresh generating over 1,000 new clients for Ready Refresh• Responsible for training and coaching new hires on behalf of the company• Managed 20 people during direct marketing campaign, while leading 1-5 people consistently as part of a small team• Developed company's training process by introducing a new structured way of teaching new hires