•Formulate strategies and action plans to identify and acquire new Ultra High Net Worth clients for SLG Financial Advisory Business which includes estate planning, investment banking, portfolio management and life insurance planning •Collaborate and co-present with senior partners and product experts when appropriate •Execute initial marketing approaches through cold calling, webinars, targeted letter writing campaigns, progression to introductory and follow up meetings •Carry out detailed Estate Planning analysis including document, entity, financial statement and life insurance review •Responsible for implementation of planning recommendations based on understanding of current clients financial status, goals and family dynamic•Perform hedging, financial modeling, financial analysis, and risk-tolerance assessments to advise high net-worth clients on best-option investment strategies•Deliver informational sales presentations to potential clients and assist throughout the completion of application process while strengthening client relationships•Monitor financial market trends to ensure that plans are effective, and to identify any necessary updates•Conduct comprehensive portfolio reviews to reevaluate objectives and projected portfolio performance

Non-Medical Insurance Group Sales (Vision, Dental, Disability, Life), Reported to Regional VP of Sales Sean McCartney, Gained ground-up experience in sales; from initial call to closing. Member of team making Broker visits and Sales calls, helped to close 2 large cases. Gained valuable selling experience in leading Broker meetings and presenting renewals to clients.