Whitney C. Rugg Email & Phone Number

Inbound and Outbound Sales veteran, I've led multiple targeted marketing campaigns specific to institutional and retail advisory, banking, sales and service. Training is always a crucial part of success in business and sport. I have trained at some of the most respected public and private sales organizations in the US. Over the years, I have developed in-person and telephonic discovery and interview skills that have proven impact to drive more revenue to my organization by deepening client relationships that lead to increased recurring referral sales business. Most importantly, I listen to my clients. In my opinion, the best way to develop and present a solution to a client is to understand comprehensively what their challenges may be and how they can be solved. Consultative selling is a skill that I have been developing for over 20 years with a career of proven results, track record and award winning. I started my finance career in banking in 2003 as a Loan Officer based in Newport, RI. Since then, I've held various roles in the banking and financial services industry, most recently as a Branch Manager and Mortgage Banker for the top luxury brokerage on the East Coast of the United States.20yrs as a Financial Services Professional:Specialties include: Mortgage Banking, Finance, Mortgage Planning, Private Banking, Banking(Retail and Institutional), Consulting, Wealth Management, Portfolio Management, Fiduciary Financial Planning.

Listed skills include New Business Development, B2B, Product Development, Account Management, and 51 others.