Investment Sales Advisor

• Mar 2022 - Present

Sales Consultant | Insurance | Wholesale Life | Long Term Care | Disability | Asset Protection

• Sep 2015 - May 2021

Business development consultant focused on the distribution of Life and Health Insurance Products throughout the Mid-Atlantic states. • Developed and managed relationships with institutional and independent wealth management firms serving as a resource for planning solutions that compliment and strengthen the Financial Advisor and client relationship • Consistently increased annual sales through effective cold calling and proper database management • Specialized in the simplification of advanced planning concepts through in-person presentation expertise leveraging a strong insurance background • Adept in the use of technology for client interaction and education with a keen attention to detail • Crafted messaging for target client engagement working with an energetic and ambitious team • Maintained subject matter expert knowledge of the products being sold as well as the technologies used to sell them

Regional Director | Life & Health Insurance | Distribution | Relationship Building | Marketing

• Sep 2015 - May 2021

Business development consultant focused on the distribution of Life and Health Insurance Products throughout the Mid-Atlantic states. • Developed and managed relationships with institutional and independent wealth management firms serving as a resource for planning solutions that compliment and strengthen the Financial Advisor and client relationship • Consistently increased annual sales through effective cold calling and proper database management • Specialized in the simplification of advanced planning concepts through in-person presentation expertise leveraging a strong insurance background • Adept in the use of technology for client interaction and education with a keen attention to detail • Crafted messaging for target client engagement working with an energetic and ambitious team • Maintained subject matter expert knowledge of the products being sold as well as the technologies used to sell them

Business Development | Real Estate Development | Underwriting | Asset Management | Acquisitions

• Oct 2009 - Aug 2015

Sourced and managed the transactional work associated with buying and refinancing property for a regional multi-family startup real estate company. • Built strong partnerships with several investment groups on the acquisition of 300 multi-family units • Compiled due diligence and administered renovation budgets from $75K to $4M • Oversaw a renovation staff of five that handled the maintenance and turnover needs of several scattered site apartment buildings • Maintained the financial statements of a 500-unit multi-family real estate portfolio

Certified Emergency Medical Technician

• Apr 2010 - Jan 2011

Serve as Emergency Medical Technician working at a 24hr 911-response service. Serve as Emergency Medical Technician working at a 24hr 911-response service.

Vice President of Debt Finance

• Mar 2001 - Sep 2009

Oversaw the day-to-day operations of the finance department for a national real estate developer. • Secured debt financing and managed banking relationships with various lenders in 20 markets nationwide • Collaborated on the planning of the company’s new national promotion branding strategy • Led negotiation efforts through all phases of the acquisition process with property owners and their representatives • Oversaw the construction of a 7-story luxury condominium project in Center City Philadelphia • Handled the analysis of multi-family real estate deals ranging in size from $1M - $100M, including budgeting, long-term modeling, and overlaying investment goals