An experienced financial sales professional with exceptional account management skills and a proven track record of selling complex solutions to C-Level executives, financial firms and hedge funds.
Build relationships with C-Level executives and asset managers through cold calls, sales presentations and the brokering of life insurance products. Advise clients on tax-advantaged techniques and estate planning strategies. Generated $200,000 in commissionable insurance premium in year one.
Raised investment capital and serviced client accounts. Prospected to grow book of business to 60 high-net-worth individuals. Combined technical and fundamental analysis to develop and implement investment strategies. Recognized as the #3 producer in 2015 out of 70 representatives.
Managed clients' investment accounts and was recognized as the Top Producer on Long Island for 2013. Raised funding for numerous private placements, including a twenty-million dollar joint capital-raise for an early stage biotech company that returned clients 200%. Managed a team of junior account executives and assisted them in closing sales.
Prospected and developed new client relationships through networking, cold-calling and referrals. Raised capital, made investment recommendations and managed clients' brokerage accounts. Led a 4-person team that added 150 new clients over a four-month span.
Successfully completed courses in the field of Political Science including international relations, American government, physics, statistics and mathematics. Appeared on the Dean's List for several semesters and was a Four-year recipient of the Leadership Scholarship.
Lead Generation, Client Acquisition, Account Management, Business Development, Closing full-cycle sales, Series 7/63/66 licenses, Life/Accident and Health license.
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