Skilled in financial analysis, financial modeling, and financial statement review. Extremely knowledgeable and highly trained in areas associated with sale and delivery of mutual funds, ETFs, managed accounts, fixed annuities, variable annuities and life insurance products. Technically proficient in Morningstar Principia, Financeware, Centerpiece and Siebel.
Rated as the top overall score in all areas every year employed at TIAA-CREF. Only 5% of consultants were placed in this category.
In 2012 was ranked as #2 Financial Consultant out of 212 consultants across nation. Components include total asset growth (new sales), client surveys, closing ratio, and sales above $500,000.
In 2011 was ranked #4 out of 198 consultants across nation and was given a perfect score when survey asked clients whether I put their interest first. Possessed the highest cross selling component. (number of products sold/household)
In 2010 was ranked #1 in asset growth and #2 overall out of 220 consultants.
Voted "Rookie of the Year" in 2009 and surpassed asset growth goal beyond 200%.
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