Experience

PT Asset Management, LLC (PTAM)

• United States
• Investment Management
• 1 - 100 Employee

• Senior Advisor Consultant

  • Dec 2018 - Present

  Chicago, Illinois • Exceeded expectations over past 4 quarters across internal metrics: ‣ #1 Meetings Scheduled ‣ #1 Phone Dials Made ‣ #1 Meetings Ran • Engaged financial advisors over phone, Zoom and in-person on solo trips. • Leveraged competitive intelligence resources (Morningstar Direct, Yahoo Charts) to create ideal portfolios customized for individual advisors. • Successfully drove sales and built relationships with financial advisors across Wirehouse, RIA &… Show more • Exceeded expectations over past 4 quarters across internal metrics: ‣ #1 Meetings Scheduled ‣ #1 Phone Dials Made ‣ #1 Meetings Ran • Engaged financial advisors over phone, Zoom and in-person on solo trips. • Leveraged competitive intelligence resources (Morningstar Direct, Yahoo Charts) to create ideal portfolios customized for individual advisors. • Successfully drove sales and built relationships with financial advisors across Wirehouse, RIA & Independent channels across New York Metro, the New England Region & the Texas Region. • Spearheaded building out a quarterly travel calendar for my two external partners to ensure we cover the largest zones in our territories, consistently leveraging pivot tables and statistical analysis • Honed expertise in fixed income markets • Specialized in prospecting new clients through cold calls, webinars, branch lunches • Built and maintained territory pipeline document for tracking ongoing leads and opportunities Show less



Monarch Research Project

• Project Coordinator

  • May 2018 - Nov 2018

  Cedar Rapids, Iowa Area



Baird

• United States
• Financial Services
• 700 & Above Employee

• Temporary Associate

  • Jun 2018 - Aug 2018

  Cedar Rapids, Iowa Area



Citizens for Rauner, Inc.

• Political Organizations

• Fellow

  • Aug 2017 - Dec 2017

  Carol Stream, IL



Baird

• United States
• Financial Services
• 700 & Above Employee

• Private Wealth Management Intern

  • May 2017 - Aug 2017

  Greater Milwaukee Area



Cambridge Investment Research, Inc.

• United States
• Financial Services
• 700 & Above Employee

• Fiduciary Services Intern

  • May 2016 - Aug 2016

  Fairfield, Iowa



University of Iowa

• United States
• Higher Education
• 700 & Above Employee

• Tennis Camp Co-Director, Membership Services Attendant

  • May 2015 - Aug 2015

  Iowa City, IA