Experience

RE/MAX Professionals

• Real Estate
• 300 - 400 Employee

• REALTOR | Co-Owner Griffith Home Team

  • Jan 2018 - Present



Berkshire Hathaway HomeServices

• Real Estate
• 700 & Above Employee

• Broker Associate

  • Apr 2013 - Jan 2018



Jackson

• United States
• Financial Services
• 700 & Above Employee

• Business Development Consultant

  • May 2008 - Apr 2013

  • Managed a multi-state territory covering all financial advisors that work in a bank • Maximized territory sales by successfully developing and executing a business plans with 3 different External Wholesalers • Increased territory production of 20 million in 2007 to 130 million in 2012 (Variable and Fixed Annuities) over 450 percent growth • Delivered highly effective presentations to internal and external audiences promoting Jackson’s program, services and competitive advantages • Drove sales through prospecting new clients, while building relationships with existing advisors, teammates, and external wholesalers • Provided superior service, demonstrated knowledge of investment products and financial industry, and implemented an organized daily schedule/routine • Prospected and conducted over 400 virtual meetings • Facilitated and implemented strategic initiatives on a corporate, department and territory level • Built relationships and consulted over 1,000 bank and independent advisors for annuities and financial planning • Created new sales materials and product ideas on the variable annuity product liaison team Awards and Accomplishments • Internal Wholesaler of the Year (Runner-up) 2009 & 2011 • Wholesaler of the Quarter 2009, 2010, & 2011 • Participated in Jackson's Mentor program for 3 years • Representative for leader’s council for the Institutional Marketing Group (IMG) • Successfully completed Jackson’s 5 day Boot Camp (Advanced Sales and Presentation Training) Show less



Charles Schwab

• United States
• Financial Services
• 700 & Above Employee

• Registered Representative

  • Jan 2007 - May 2008

  • Placed trades, discuss the latest market trends, and provided investment guidance to clients to empower them to make well informed financial decisions • Assessed and resolved client issues, helping them navigate Schwab's investment products and services including stocks and options, bonds and fixed income, mutual funds, ETFs, CDs & money markets, margin loans, and annuities • Responded to client inquiries including cost basis information, cashiering functions, letters of authorization, powers of attorney, product knowledge support and expanding client experience • Uncovered over 50 million in new business and responded to research requests Show less



Your Castle Real Estate

• United States
• Real Estate
• 400 - 500 Employee

• Mortgage Broker

  • Jun 2006 - Mar 2007

  • Responsibilities included originating and processing mortgage loans • Responsibilities included originating and processing mortgage loans