2. Background Senior financial sales professional with 20+ years of experience working with brokers and high net worth clients at premiere financial institutions. Enthusiastic, customer service driven. Expert at building and retaining relationships, entering orders, and assisting with investment management. Highly skilled at upscale event planning. High hospitality quotient. Extensive product knowledge of stocks, bonds, banking services, annuities, insurance, and real estate investment trusts.
3. Specialties Client liaison Order entry Wealth preservation Estate planning Client retention Event planning Retirement planning Investment seminars Wealth transfer Marketing Frequent client contact Excellent people skills Relationship building Asset prospecting Team building
4. Highlights Coordinated upscale events for high-level clients at prestigious locations including the Ritz Carlton and Medinah Country Club. Hosted Richard Bernstein during a high-level Merrill Lynch event Provided a full range of services, including: retirement and estate planning, wealth preservation and transfer. Awarded Limited Partner status after only the 3rd year with Edward Jones. Key in assisting broker with more than $100 Million in managed assets. Worked with local and national celebrities, such as John Madden, during events. Served numerous high net worth clients, including many powerful attorneys from the esteemed LaSalle Street region. Recognized for impeccable order entry.
