Sr. New Client Development Associate

• Jul 2023 - Present

New Client Development

• Mar 2020 - Present

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Wealth Management Advisor

• Nov 2018 - Oct 2019

• Sourced millions of dollars in assets via cold-calling, generating tens of thousands of dollars in revenue for the firm • Created and presented over thirty comprehensive financial plans to prospects, helping them understand how we could work together to achieve their financial goals • Managed millions of dollars in portfolio assets, ensuring that clients’ investments performed in-line with, or above, relevant benchmarks • Proactively updated clients when market conditions changed, strengthening the confidence they had in our relationship and ensuring a 100% retention rate • Instructed several coworkers on how to use our financial planning software and provided them with portfolio construction guidance, enabling them to spend more time prospecting Show less

Co-founder

• 2014 - 2017

• Raised $190,000 in seed funding by writing, designing, and presenting a pitch deck to angel investors • Structured a 3-year, Pro-Forma Income Projection • Formulated equity capitalization tables to assure fair compensation for shareholders • Conducted and analyzed market research to assess the size of our target market and its revenue potential • Developed a pricing model that ensured the company’s service offering was an attractive value proposition for prospective buyers and maximized its capacity to generate revenue • Managed the development and testing of proprietary software, resulting in two major UX improvements • Conceived of a strategic pivot that positioned the firm to reduce marketing overhead, expedite the rate at which end-users adopted the software, and generate larger sources of recurring income • Acquired seven teammates from a key competitor, which ensured sufficient talent was available to meet the company’s needs and improved the firm’s competitive standing • Courted four corporate executives who joined the company’s Advisory Board • Presented periodic progress reports to the firm’s Board of Directors, helping them provide informed operational advice • Initiated and engaged in sales discussions with institutional buyers, securing seven letters of intent • Authored the website’s Terms of Service, Privacy Policy, and FAQ, which reduced legal expenses by $1,400 Show less