Experience

Executive Scheduling Associates

• United States
• Financial Services
• 1 - 100 Employee

• Vice President of Sales

  • May 2017 - Present

  As Director of Sales and an experienced Executive Scheduler, I work directly with wholesalers and financial advisors. My priority is to help wholesalers and financial advisors build strong relationships and grow their businesses. We are a firm with an “employee” philosophy of business, surpassing the capabilities of traditional firms which use independent contractors. We train, manage and direct each employee, ensuring superior quality of service and calendar integrity for our clients.

• Executive Scheduler & Team Leader

  • Apr 2007 - May 2017

  Working with various firms in the financial industry, assisting financial wholesalers in creating efficient territory loops and rotations, organizing their schedules geographically to give them more time in front of their clients, and interacting with financial advisors within those territories to maximize their products' exposure and generate sales. Meeting and event planning as needed.