Experience

Bluerock

• United States
• Financial Services
• 1 - 100 Employee

• SVP, National Accounts Manager

  • Jul 2020 - Present

  New York, United States

• Vice President, National Account Manager

  • Jan 2012 - Jul 2020

  New York



CION Investments

• United States
• Financial Services
• 1 - 100 Employee

• VP, National Relationship Manager

  • Jun 2009 - Jan 2012

  Managed relationships with independent broker dealers for both the ICON Equipment Finance Funds and The Lighststone Value Plus REIT Communicated product updates to assigned firms Communicated firm updates to sales force such as sales, competition, issues and opportunities on a regular basis Met with existing clients and new prospects for overall sales review and opportunities Attended national sales meetings and scheduled meeting opportunities for wholesalers such as home office… Show more Managed relationships with independent broker dealers for both the ICON Equipment Finance Funds and The Lighststone Value Plus REIT Communicated product updates to assigned firms Communicated firm updates to sales force such as sales, competition, issues and opportunities on a regular basis Met with existing clients and new prospects for overall sales review and opportunities Attended national sales meetings and scheduled meeting opportunities for wholesalers such as home office Lunch & Learns, Webinars and conference calls Established selling agreements with new firms by sourcing new opportunities, handled due diligence questions, determined marketing support if appropriate, and communicated information of new firm to sales force. Managed meeting and travel expense budgets Show less



AXA Distributors, LLC

• VP, Key Account Manager

  • Mar 2005 - May 2009

  Managed relationships and developed marketing plans designed to increase product and brand awareness at assigned firms Coordinated all aspects of firm participation at conferences Gained approval of new product enhancements and launches Met with clients on a quarterly basis for overall sales review with an emphasis on gaining new opportunities to increase sales volumes Worked with Marketing, Online Resources, and Operations to organize every aspect of ADL communication to… Show more Managed relationships and developed marketing plans designed to increase product and brand awareness at assigned firms Coordinated all aspects of firm participation at conferences Gained approval of new product enhancements and launches Met with clients on a quarterly basis for overall sales review with an emphasis on gaining new opportunities to increase sales volumes Worked with Marketing, Online Resources, and Operations to organize every aspect of ADL communication to clients Managed meeting and travel expense budgets Communicated sales, opportunities and threats, to sales force Built relationships with Centers of Influence--OSJs and sales managers Show less



AXA Distributors

• Internal Wholesaler

  • Jan 2001 - Mar 2005

  Internal Wholesaler (Western Division) Mentored Inbound desk personnel Conducted proactive marketing calls and handled inbound territory calls Probed and analyzed needs and potential sales/service opportunities Assisted wholesaler in meeting/exceeding territorial goals and objectives Proprietary and competitive Product Knowledge



Fleet Bank

• Banking
• 1 - 100 Employee

• Portfolio Manager/Financial Services Professional

  • Nov 1999 - Dec 2000

  Functioned as a relationship manager for top bank clients Identified opportunities and cross-selled other services Represented company in negotiations with clients for new business and renewals Organized seminars for portfolio customers Scheduled joint appointments with the Senior Financial Consultant Resolved client problems through knowledge of banking systems and processes



Independence Community Bank

• Banking
• 1 - 100 Employee

• Administrative Assistant

  • Jan 1994 - Nov 1999

  Prepared customer account & relationship profitability analysis Prepared monthly ATM network profitability analysis Monitored daily overdraft and uncollected accounts for proper level of authorization Prepared monthly Board of Director reports, charge-off and overdraft Monitored Bank Secrecy Act Reporting and trained branch personnel Reviewed new accounts to ensure compliance with The Office of Foreign Assets Control