Diversification goal of 19 products with over $10MM in sales - YTD achievement is 9 products
Increased sales 4% YTD by leveraging our Portfolio Research & Consulting Group (PRCG)
Attend/present at various industry conferences
Achieved 129% to goal FY2012
Achieved 146% to goal FY2013
Financial Advisor08/2008 to 08/2010Merrill Lynch & Co.Boston, MA
New business development cold-calls of 75-150 per day
Built forward looking financial plans to analyze opportunities to lower portfolio risk, diversify concentrated stock positions, and increase tax efficiency
Prepared quarterly and annual client portfolio performance reviews, including asset allocation model comparisons, and asset manager assessments
Modeled expected future growth and cash flows for high net worth investment portfolios
Outside Sales08/2007 to 08/2008Anixter InternationalWoburn, MA
Achieved 24% sales growth in New England Territories by executing tailored marketing plans and field promotions
Consultative interaction with purchasing managers of mid-sized to large companies
Held face-to-face meetings with high-profile clients to negotiate pricing and determine inventory requirements and logistics
Weekly meetings with suppliers to discuss pricing, new products and marketing initiatives
Attended relevant trade shows in New England
Outside Sales01/2006 to 08/2007First DataBurlington, MA
Achieved 126% to goal FY2006
Daily prospecting entailed leveraging existing client and bank relationships, along with aggressive cold-calling
Scheduled appointments with small to medium sized businesses to perform needs-based analysis on electronic payment processing
Resolved payment disputes in a timely manner to mitigate risk to both parties
Education
Bachelor of Arts: Economics/PhilosophyUniversity of VermontBurlington, VT
