Experience

John Hancock Investment Management

• United States
• Investment Management
• 300 - 400 Employee

• 529 Southeast Sales Director

  • 2018 - Present

  As the 529 Southeast Sales Director, I am responsible for driving the sales and business development of the John Hancock Freedom 529 plan. I partner with 11 external wholesalers and internal wholesalers across multiple distribution channels including wirehouse, independent / regional broker dealers and RIAs. In addition, I collaborate with our National Accounts team, supporting home office relationships and giving presentations at conferences for our broker/dealer partners. As the 529 Southeast Sales Director, I am responsible for driving the sales and business development of the John Hancock Freedom 529 plan. I partner with 11 external wholesalers and internal wholesalers across multiple distribution channels including wirehouse, independent / regional broker dealers and RIAs. In addition, I collaborate with our National Accounts team, supporting home office relationships and giving presentations at conferences for our broker/dealer partners.



Voya Investment Management

• United States
• Financial Services
• 700 & Above Employee

• Regional Vice President, External Wholesaler, Investment Management - DC, Maryland, Virginia

  • 2014 - 2017

  Built brand recognition and distributed mutual funds to wirehouse and independent / regional broker dealer firms across Washington, D.C., Maryland, Virginia and W. Virginia. Cultivated meaningful relationships across multiple product lines including mutual funds, separately managed accounts (SMA) and 529 plans.

• Relationship Associate, Internal Wholesaler, Investment Management

  • 2011 - 2014

  Spearheaded internal sales support for wirehouse firms across two regions: New England and Ohio, Pennsylvania, and Upstate New York. Collaborated with two external sales professionals, building and preserving assets in respective regions across multiple business lines including mutual funds, SMA, 529 and closed-end funds. Named 2013 “Relationship Associate of the Year” as result of being #1 in overall metrics and sales.



Voya Financial

• United States
• Financial Services
• 700 & Above Employee

• Lead Customer Service Associate

  • 2010 - 2011

  Led team of 15 Customer Service Associates covering fixed, indexed and variable annuities. Processed and provided quality assurance for high-value trades for high net worth clients. Analyzed facts, provided leadership and made definitive decisions for peers, resolving complex customer issues as subject matter expert for variable, fixed and indexed annuities. *Formerly ING US

• Senior Customer Service Associate

  • 2009 - 2010

  Fielded inbound phone calls, processed high-value trades, and provided quality assurance across multiple product lines. Delivered superior customer service to retail customers and financial advisors for fixed, indexed and variable annuities*Formerly ING US

• Customer Service Associate

  • 2008 - 2009

  Provided excellent customer service to both financial advisors and their retail clients for variable annuities. Resolved complex customer service, trade, and quality assurance issues for internal partners through the “Support Line.”*Formerly ING US