Experience

• 

  AMS Financial Solutions Group

  • United States
  • Financial Services
  • 1 - 100 Employee

  • Internal Wholesaler

    • Jun 2023 - Present

  • Sales Desk at AMS Financial Solutions Group

    • Jul 2022 - Jun 2023

• 

  EasyHealth

  • Texas, United States

  • National Life Insurance Account Executive

    • Jun 2021 - May 2022
    • Texas, United States

    Assisted customers in obtaining life insurance by analysis of their financial situation, age, health, and lifestyle.

• 

  MORR Financial Group

  • Vice President

    • Apr 2017 - Aug 2020

    Accessed company’s financial status, analyzed investment plans, created long-term goals and financial plans for clients, prospected for new clients, and fostered long-term relationships with clients for ensuring organization accomplishment and financial goals. Designed and implemented impactful strategies in coordination with centers of influence for moving clients to the firm.• Supported in proceeding fact-based decisions related to customers’ financial needs while reviewing and interpreting financial documents, including balance sheets, cash flow statements, and documents pertaining to their financial portfolio

• 

  PNC

  • Financial Advisor

    • Dec 2015 - Apr 2017

    Assisted regional leadership in accelerating financial growth while establishing and implementing immaculate strategies regarding sales, marketing, and services for the purpose of cross-sell opportunities throughout all business lines. Created client advocates by nurturing lucrative relationships with customers. • Worked with different departments to help elevate the client experience to increase adoption of different product lines offered by the bank.• Played an instrumental role by facilitating branches with roundtables for deliberating and suggesting solutions of diversified problems related to increasing client retention and engagement.• Enriched productivity across investment space while creating and leading training initiatives as well as attained 100% sales and cross-sell goals through leveraging effective selling plans.• Attained 137% of plan in first year with company growing the territory to 23MM of assets under management.

• 

  M&T Bank

  • Financial Advisor

    • Oct 2008 - Nov 2015

    Provided assistance in regulating financing through banks from initial to end level by working closely with Private Banking clients along with examining new investment and commercial client opportunities in collaboration with Business Bankers.• Enlarged bank deposits, commercial & retail loans, and investments through banking behavior and multiple marketing channels while operating with COIs along with achieving highest cross-sell percentage of all financial advisors with retail bank partners in a well-organized manner.• Escalated awareness across investment and commercial banking space through appropriate planning and conducting sales meetings with all regional staff for maintaining thorough performance objectives.• Received 20% revenue goal of the entire region and achieved more than 100% of plan.• Succeeded in rendering sales goals while discussing best practices and strategies in weekly roundtables meeting to support multiple branches and drive sales growth within assigned territory.• Sustained productivity and efficiency while arranging one-on-one sessions with all licensed bankers within assigned territory for achieving desired outcomes.