Experience

Amundi US

• United States
• Financial Services
• 700 & Above Employee

• Regional Vice President

  • Jan 2011 - Present

  With a focus on retirement-income planning, I work with a wide range of financial professionals sharing best practices, delivering compelling presentations, and simplifying complex ideas in a clear and succinct style.Responsibilities include: build relationships and execute business strategies for top producing financial advisors in the Northwest Region. Identify opportunities with key advisors through developing a comprehensive understanding of their business and provide value through delivering extensive knowledge of our alternative investment product offerings and the industry. Show less

• Regional Sales Specialist

  • Sep 2006 - Dec 2010

  Consistently exceeded territory goals in partnership with Regional VP (Northwest Region)-->Increased overall sales by XX% from 2007-2010 in the Northwest territory.