Experience

Counterpoint Mutual Funds, LLC

• United States
• Financial Services
• 1 - 100 Employee

• Internal Wholesaler Manager

  • Jan 2023 - Present

  Cincinnati, Ohio, United States



Luma Financial Technologies

• United States
• Financial Services
• 1 - 100 Employee

• Key Account Manager

  • Jul 2020 - Jan 2023

  Cincinnati, Ohio, United States


Axio Financial LLC
• United States
• Financial Services
• 1 - 100 Employee
• Regional Director

  • May 2019 - Jul 2020


Navian Capital

• United States
• Financial Services
• 1 - 100 Employee

• Relationship Manager

  • Apr 2017 - May 2019

  Cincinnati, OH



Incapital

• United States
• Business Consulting and Services
• 1 - 100 Employee

• Senior Internal Wholesaler

  • Sep 2014 - Apr 2017

  Boca Raton, Florida



NorthStar Realty Securities, LLC

• Regional Sales Consultant

  • Sep 2013 - Aug 2014

  Greater Denver Area



Transamerica

• United States
• Financial Services
• 700 & Above Employee

• Internal Wholesaler

  • Jan 2012 - Sep 2013

  Greater Denver Area • Worked with external wholesalers in the following territories: Banks in Michigan, Ohio, & New York, including Huntington Investment Company Advisors. As well as New York wirehouses. • Generated proactive outbound sales calls to brokers and answered sales questions for any client prospects or resolve any service issues on current contracts. • Filled in for external wholesaler to present Transamerica's VA product platform as needed. • After joining the team, we grew a $5 million a… Show more • Worked with external wholesalers in the following territories: Banks in Michigan, Ohio, & New York, including Huntington Investment Company Advisors. As well as New York wirehouses. • Generated proactive outbound sales calls to brokers and answered sales questions for any client prospects or resolve any service issues on current contracts. • Filled in for external wholesaler to present Transamerica's VA product platform as needed. • After joining the team, we grew a $5 million a month territory to $9-10 million a month consistently earning a promotion to work with one of the top wirehouse wholesalers. • Averaged combined monthly sales of $20,000,000 and over. Show less



Hilliard Lyons

• United States
• Financial Services
• 300 - 400 Employee

• Public Finance Associate

  • Feb 2010 - Dec 2011

  Louisville, KY • Worked directly with five public finance bankers and other public finance analysts. • Ran analysis on possible county, city, fire district, library, school, and/or utility bond issues. • Researched possible refundings for current client’s outstanding bond issues. • Facilitated bond sales through competitive bids or negotiated deals in the range of approximately $100,000 to $70,000,000.



John Hancock Life Insurance Company (U.S.A.)

• United States
• Insurance
• 1 - 100 Employee

• Internal Wholesaler

  • May 2008 - Apr 2009

  Boston, MA • Worked directly with an external wholesaler in a Florida wirehouse territory. • Made proactive outbound calls to wirehouse & Edward Jones brokers. • Educated advisors to gain a better knowledge of the company’s product. • Answered any sales questions for any client prospects or resolve any service issues on current contracts. • Scheduled Continuing Education classes and Seminars for my Wholesaler. • Averaged monthly sales of $15,000,000.



Huntington National Bank

• United States
• Banking
• 700 & Above Employee

• Account Relationship Associate

  • Apr 2007 - May 2008

  Muskegon, MI • Daily tracking and monitoring of current pending sales ensuring they are booked appropriately and investment team is compensated. • Researching investments and creating Morningstar and hypothetical reports as sales preparation for team of investment representatives. • Customer contact for any follow up questions or service needs. • Organization of banking office investment files while looking for new leads. • Using banking retail reports as a tool to find new investment leads to… Show more • Daily tracking and monitoring of current pending sales ensuring they are booked appropriately and investment team is compensated. • Researching investments and creating Morningstar and hypothetical reports as sales preparation for team of investment representatives. • Customer contact for any follow up questions or service needs. • Organization of banking office investment files while looking for new leads. • Using banking retail reports as a tool to find new investment leads to call on. • Day to day sales administration for a team of three investment representatives.

• Customer Service Representative

  • Jun 2004 - Mar 2007

  Muskegon, MI • Provided customer service to all clients at over eleven banking offices within Eastern and Western Michigan. • Excellent record of balancing a fifteen thousand dollar drawer daily. • Processed transactions for personal and business customers and provided information regarding bank services. • Successfully met a monthly goal of six product referrals.