Top producing sales professional with vast experience in the financial industry having won business with hedge funds, asset managers, private equity, fund of funds, E&F, pensions, family offices, investment banks, broker/dealers and consultants. Experienced sales and management executive who listens first.
Notable Accomplishments: Grew sales and revenues from 2015-2018 over 20% adding new types of clients. Closed gaps in platform. Built a sales strategy for the future.
Notable Accomplishments: We grew from 5 clients to 140+ and exceeded sales quota's 20-40% a year. Revenue grew from $500K annually to over $13.5M from 2006 to 2015.
Notable Accomplishments: Was able to bring in over 25 clients in a 6 month period, was leading the team.
Notable Accomplishments: Received bonus for hitting annual quota in 2005.
Notable Accomplishments: Received recognition award for exceeding 2001, 2002 and 2003 annual sales goals for US Sales group. Grew firm from 12 clients (start-up) to over 200 clients in a 3 year period. Was promoted 3 times.
Notable Accomplishments: Received 1998 and 1999 Presidential Award for exceeding sales goals. Made it to 5th in sales in my first year.
Notable Accomplishments: Received Client Service Excellence Award December, January, & March of 1998 and was promoted 2 times.
Consistently exceeded or meet sales quota's every year since 1998.
Successfully built sales pipelines and channel sales visiting firms globally.
Over the years, I have closed over 400+ new accounts at a variety of financial firms.
Continuing my journey of self awareness and honing my sales and presentation skills.
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