Strategic Planning & Product Integration
New Product Launch& Integration
Sales,Sales Management & Productivity Trainer
Product Risk Management & Risk Culture Training
Top Ranked Presenter/Speaker
In the newly created leadership role of Retail Product Marketing Liaison, in Wells Fargo's Investment Banking Group, I am charged with improving the engagement and utilization of Investment Banking and Capital Market products and services across the 16,000 financial advisors in all Wealth, Brokerage & Retirement channels.
This visible partnership between the Investment Bank and Retail Sales generates hundreds of millions in annual revenue,and training and inspiring our sales base is a priority.In this role I was pleased toplay a critical role in capturing top recruits from competitors, grew adoption every year from inception by 10%+, and as important, successfully develop a compelling, strategic rationale that moved our message into every sales meeting and the top client strategy programs. Collaborated with cross-sell teams to expand referral agreements and sales strategies for additional products and client management solutions.
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