Institutional Investment Specialist

• Apr 2022 - Present

Private Wealth Associate

• Jan 2022 - Apr 2022

Financial Advising Associate

• Mar 2020 - Jan 2022

Fully licensed in Illinois as a Life and Health insurance producer with credentials to sell annuity, Medicare, and LTC products. I have also completed and passed the SIE exam and hold an active Series 7 license. Fully licensed in Illinois as a Life and Health insurance producer with credentials to sell annuity, Medicare, and LTC products. I have also completed and passed the SIE exam and hold an active Series 7 license.

Director of Marketing and Sales Growth

• Feb 2019 - Feb 2020

Associate District Manager

• Jun 2018 - Jan 2019

Received mentor/mentee award for grossing the most amount of sales as a duo in the region in the month of July.Team Sales MVP for month of August for being 1000% of quota plan.Named daily MVP at Associate District Manager corporate training in Roseland, New Jersey in the month of August.Team and regional Associate District Manager MVP in month of October.Consistently met and exceeded sales quota. Performed frequent customer visits to maintain positive and productive relationships.Identified prospective customers using lead generating methods and performing an average of 60 cold calls per day.Interacted with prospects by asking appropriate open-ended questions to better understand needs and requirements.Oversaw product implementations at customer locations.Reached out to accounts on a frequent basis to check on satisfaction and increase revenue. Show less

Outside Sales Apprentice

• May 2018 - Jun 2018

Executive Marketing Intern

• Apr 2017 - Aug 2017

Coordinated logistics for corporate events. Generated financial reports for management review. Wrote professional business correspondence. Managed clerical needs of company employees, including copying, faxing and file management. Created professional memorandum, letters and marketing copy. Compiled and produced documents and reports and filed, copied or faxed required papers to appropriate parties. Coordinated logistics for corporate events. Generated financial reports for management review. Wrote professional business correspondence. Managed clerical needs of company employees, including copying, faxing and file management. Created professional memorandum, letters and marketing copy. Compiled and produced documents and reports and filed, copied or faxed required papers to appropriate parties.

Research Assistant

• Jul 2015 - Dec 2016

Edited data collection forms and created questionnaires. Supported principal investigators during research. Designed research and experimental studies and executed research techniques, tests, and assays. Executed qualitative and quantitative analysis on wide range of data. Prepared and edited reports, presentations, and articles. Designed research and experimental studies and executed research techniques, tests and assays. Performed in-depth research to answer more complex questions. Show less

Legal Intern

• May 2015 - Jul 2015

Conducted legal research and facts investigation for case litigation. Drafted and amended complaints. Responded to telephone inquiries from clients, vendors and the public. Created professional memorandum, letters and marketing copy. Generated shipment invoices, prepared packages and set up courier deliveries for customers. Sorted and distributed business correspondence to correct department or staff member. Wrote reports and correspondence from dictation and handwritten notes. Conducted legal research and facts investigation for case litigation. Drafted and amended complaints. Responded to telephone inquiries from clients, vendors and the public. Created professional memorandum, letters and marketing copy. Generated shipment invoices, prepared packages and set up courier deliveries for customers. Sorted and distributed business correspondence to correct department or staff member. Wrote reports and correspondence from dictation and handwritten notes.

Team Member

• Oct 2012 - Jul 2014

Looked for ways to go above and beyond job requirements. Worked hard to learn all required tasks quickly to maximize performance. Answered customers’ questions and addressed problems and complaints in person and via phone. Offered exceptional customer service to differentiate and promote the company brand. Balanced the needs of multiple customers simultaneously in a fast-paced environment. Looked for ways to go above and beyond job requirements. Worked hard to learn all required tasks quickly to maximize performance. Answered customers’ questions and addressed problems and complaints in person and via phone. Offered exceptional customer service to differentiate and promote the company brand. Balanced the needs of multiple customers simultaneously in a fast-paced environment.