To obtain a salaried position that will allow me to utilize my financial experience, inter-personal, and management skills to lead, direct and motivate others. Possess strong leadership, communication, and motivational skills developed through military service and client relationship positions.
Promoted to this group after working my way up from general customer service, to margin desk, then to trading desk.
Exhibited strong sales abilities and was asked to help form the first team that made out-bound calls to existing clients and explain value of transferring additional assets.
Responsible for contacting existing clients and educating them on the products and features available to them, as well as identifying additional assets held elsewhere and motivating the clients to transfer the assets to our team.
Received the MVP award twice, as well as being the top producer in new assets for the last three quarters while on the team (cumulative total of $321 million in assets gathered).
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