Experience

Facet Wealth

• United States
• Financial Services
• 1 - 100 Employee

• Client Success Team Lead

  • Sep 2019 - Present

  - Responsible for leading, developing, motivating, and training a sales team of sales associates to drive company growth and client experience.- Collaborate with team members to develop new outreach campaigns and scripts to increase productivity and the success of the team.- Work directly with prospects to onboard them as new clients while conveying our financial planning pillars and how we can help them to achieve financial wellbeing.- Manage call center software and CRMs to monitor call volume/quality, analyze data, and make adjustments as needed.



OnMarketUSA

• United States
• Commercial Real Estate
• 1 - 100 Employee

• Market Manager

  • Nov 2018 - Aug 2019

  A platform for comps, off and on market listings, and all Commercial Real Estate aggregated news. A platform for comps, off and on market listings, and all Commercial Real Estate aggregated news.



Resource Title, LLC

• United States
• Real Estate
• 1 - 100 Employee

• National Sales Representative

  • Jul 2018 - Oct 2018



Universal Title

• United States
• Real Estate
• 1 - 100 Employee

• Business Development/Sales Associate

  • Aug 2017 - Jul 2018



mfi realty

• Real Estate
• 1 - 100 Employee

• Intern

  • Jun 2016 - Aug 2016

  • Created Excel books for possible tenants incorporating detailed research, contact information, and then arranged meetings with those that met the criteria.• Met with potential tenants and showed properties that were available for lease and for sale.• Assisted the accounting department in finding discrepancies in entered data. • Canvased large target markets through cold calling and walking door to door to bring new tenants to MFI’s properties. • Created Excel books for possible tenants incorporating detailed research, contact information, and then arranged meetings with those that met the criteria.• Met with potential tenants and showed properties that were available for lease and for sale.• Assisted the accounting department in finding discrepancies in entered data. • Canvased large target markets through cold calling and walking door to door to bring new tenants to MFI’s properties.



Vanguard Retail Development Inc.

• Intern

  • Jun 2015 - Aug 2015

  •Participated in weekly office meetings that reviewed potential development opportunities, ongoing development projects including design and construction, current property management issues, and tenant receivables.•Researched development opportunities by gathering technical data including property taxes, zoning restrictions, and identifying neighboring uses and tenants, and exploring possible uses.•Reviewed development opportunity pro formas in order to determine if a project would be feasible.