Over 15 years of experience in the financial services industry. I have a proven track record of developing and implementing solutions to the business and the investment products, including trading, and operations.
coaching, management, and sales, retail, research, strategy, capital markets, analysis
increase, clients, management, wealth management
Bridge Property Management
Led the development of a strategy for the management of the firm's largest client base, which resulted in a 10% increase in revenue.
Conducted market research and analysis on retail and institutional clients, including the underwriting, investment, and treasury industries.
Created a comprehensive financial model for the portfolio Manager and the executive team to help clients understand their investment and asset allocation strategies.
Developed and implemented a new sales process for the client to include the coaching of the real estate team, and the development of a new investment portfolio.
Worked with the investment team to provide the best possible valuation of the portfolios and the sales and retention of the company.
Worked with the investment team to create a valuation model for the portfolio of the company, which was used by the sales and marketing teams.
Wealth Management Intern
Duke Raleigh Hospital
Helped increase the number of clients by providing them with a variety of financial products. I was able to learn about the different types of products and services.
Presented wealth management products to prospective clients and prospects. Assisted in the development of a new client base. Developed and implemented a marketing plan.
Created a database to track the progress of the client and the company. The new system was adopted by the firm.
Worked with clients to develop a financial plan for their retirement planning. Also, assisted in the development of a new investment strategy.