Experience

Bickling Financial Services

• Financial Services
• 1 - 100 Employee

• Associate Advisor

  • Oct 2020 - 3 years 3 months



LPL Financial

• United States
• Financial Services
• 700 & Above Employee

• AVP, Regional Advisory Consultant

  • Jun 2018 - Oct 2020

• AVP, Regional Wealth Consultant, IS Channel Northeast

  • Jun 2018 - Oct 2020

  Greater Boston Area

• Internal Advisory Consultant

  • Apr 2014 - Oct 2020

  Greater Boston Area • Provides subject matter expert consulting with financial advisors on new sales opportunities. This involves performing a detailed needs analysis that starts through a discover process of the prospect through analyzing existing account statements and performance reports, determining appropriate risk tolerance, identifying estate/trust planning needs and understanding short and long term goals for assets. • Consults with financial advisors about all aspects of the five LPL advisory platforms… Show more • Provides subject matter expert consulting with financial advisors on new sales opportunities. This involves performing a detailed needs analysis that starts through a discover process of the prospect through analyzing existing account statements and performance reports, determining appropriate risk tolerance, identifying estate/trust planning needs and understanding short and long term goals for assets. • Consults with financial advisors about all aspects of the five LPL advisory platforms including positioning from a practice management perspective, economics, features and functionality of all five platforms, and ultimately provide portfolio considerations for advisors' prospects. • Provides financial advisors with analyses of existing prospect portfolios.



Amundi US

• United States
• Financial Services
• 700 & Above Employee

• Internal Wholesaler

  • Jun 2012 - Mar 2014

  Greater Boston Area • Spend approximately 75-80% of time initiating sales calls to financial professionals in order to promote and sell Pioneer products. • Develop new prospects and maintain existing relationships in order to increase sales in the territory. • Travel to the territory and facilitate meetings with financial advisors.

• Divisional Sales Associate

  • Dec 2011 - Jun 2012

  Greater Boston Area • Provide inbound phone queue coverage, as necessary, responding to product, sales and marketing questions presented by representatives calling the department’s inbound 800 number. • Prepare and provide hypothetical investment reports and research to Regional Vice Presidents and financial advisors • Train new associates with systems, tasks, and company products



Bleacher Report

• Spectator Sports
• 400 - 500 Employee

• Editor, intern

  • Nov 2009 - Mar 2010



CONNECT

• Reporter, Videographer, Editor

  • Sep 2007 - Nov 2009

  A student run public affairs show produced at the Newhouse School. Shows appear weekly on local Syracuse stations.



NBC Sports

• United States
• Broadcast Media Production and Distribution
• 700 & Above Employee

• Logger

  • Aug 2008 - Sep 2008