Experienced Managing Director with a demonstrated history of working in the financial services industry and corporate event planning. Engaging and personable with the ability to increase business opportunities through outstanding client presentations, effective communication skills and a dedication to customer service. Demonstrated strong track record of success in highly competitive market settings. High-level sales cycle knowledge and excellent communication skills.
Primary Role: Provide strategic advice to the Partners so that they'll have an accurate view of the market and the company's future. Responsible for delegating responsibilities and supervising the work of Senior Management, Sales Managers, Funding Specialist, and Underwriters by providing guidance and motivation to drive maximum performance. Constantly doing industry research and carrying out regular SWOT analysis to mitigate any potential risks through industry and market changes. Responsible for building and enhancing the company's public profile at events, speaking engagements, and managing relationships with our private banks.
Key Focuses entailed:
Primary Role: Responsible for designing and implementing a strategic sales plan that expanded Berkman's customer base. Recruited, selected and directed the sales staff in meeting or exceeding corporate goals.
I lead a direct sales team of 27 Funding Specialist by providing coaching, training and mentorship. Responsible for setting individual sales targets for each member of my team. I was also in charge of overseeing the transition of all finalized transactions.Assessed customer account histories to determine previous compliance with payment plans and loan terms.
Daily Focus points:
My degree had a main concentration in Actuarial Science that was designed to teach strategic planning and the financial consequences of risk through developing quantitative analysis skills.
Graduated and maintained a 3.8 GPA on the Dean's Honors List
The Dean's Honors Program participation requirements included:
Enrollment in Dean's Honors-designated courses
Participation in a subsidized Global Destination Course
Completion of at least one internship course (New York Times)
Participation in workshop/speaker/career development activities each semester
Maintenance of a 3.5 cumulative GPA, both overall and within student's major
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