Experience

Strong Home Mortgage, LLC

• United States
• Financial Services
• 1 - 100 Employee

• Loan Officer / Sales Representative

  • Feb 2020 - Present

  • #1 producer in the FL branch by consistent over-achievement of quota and KPI’s which led to over $200M in products sold and record-breaking production over a 2-year period • Identify and develop new business opportunities while maintaining a large pipeline of sales prospects • Consultative sales approach through value-based selling and return on investment analysis • Forecast sales activity and collaborate with internal partners to meet/exceed sales targets • Outbound dial with some inbound to prospect and maintain communication with clients • Schedule pre-qualified meetings with decision-makers and close high volume of deals



State Street

• United States
• Financial Services
• 700 & Above Employee

• Team Supervisor

  • Mar 2015 - Mar 2017

  A high-visibility finance/sales role where I led and collaborated with a team of 4 junior associates. Managed high-profile relationships with hedge fund C-level executives and their investors. • Delivered and exceeded quarterly and annual sales targets by building and executing sales strategies with a team of 4 associates • Negotiated fees and million-dollar contracts – ensured fee schedules were properly documented and were compliant by working with the legal department • Managed client satisfaction of over 10 hedge funds through meetings, calls, and conferences • Onboarded new hedge fund & private equity clients; was responsible for the software demonstrations and project management of onboarding said software



AR Global Investments, LLC

• United States
• Real Estate
• 1 - 100 Employee

• Sales Team Lead

  • Mar 2013 - Mar 2015

  A leadership role at a stock brokerage where I managed a high volume of key accounts and was responsible for my team exceeding various sales targets. • Promoted to Team Lead of 9 associates within 3 months of being hired • Successfully partnered with a virtual team of executives and various internal departments through all aspects of a long and detailed sales cycle • Developed and implemented key improvements on processes and procedures to improve efficiency while remaining compliant and adhering to company guidelines