Experience

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  Triton Pacific Securities, LLC

  • Dana Point, California

  • First Vice President, National Accounts

    • Mar 2016 - Present
    • Dana Point, California

    Triton Pacific Securities, LLC (“TPS”) was established in January 2005 as the dealer manager for Triton Pacific Capital Partners’ investment programs and offerings distributed through Broker Dealers and RIAs. TPS is registered in 50 U.S. states and 2 Territories.

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  Steadfast Capital Markets Group

  • National CE Instructor

    • Sep 2014 - Mar 2016

    Responsible for attending regional roadshows across the nation and conducting continuing education for insurance licensed financial advisors. CA Life Insurance holder.

  • Senior Internal Sales Associate

    • Sep 2012 - Mar 2016

    •Grew a bottom half territory in 2012 to the fourth most productive territory in 2013•Frequently counted on to cover two territories•Developed relationships with key contacts at regional back offices•Successfully manages a territory of 2,200+ financial advisors•Became the go-to employee to train and onboard new hires•Built relationships with, and serviced, two of the company’s top five producing clients and their staff•Supported clients in their own marketing efforts by facilitating the planning of seminars and appreciation events•Selected as a member of the Sales Desk Advisory Council

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  Griffin Capital Securities

  • Orange County, California Area

  • Associate Vice President

    • Jan 2012 - Jul 2012
    • Orange County, California Area

    Responsible for maintaining two sales territories (AL, GA, NC, SC and NY (excluding Long Island), NJ) by prospecting financial advisors, increasing sales and providing support for Senior RVP counterpart. Sales support includes providing industry leading education and expertise, driving meaningful attendance to regional meetings and due diligence meetings and facilitating the process of executing business.

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  Grubb & Ellis Capital Corporation

  • Orange County, California Area

  • Senior Internal Wholesaler

    • Aug 2007 - Jan 2012
    • Orange County, California Area

    Responsible for providing excellent service and valued expertise to financial advisors registered with independent Broker/Dealers. Worked throughout the southeastern territory for over four years and was responsible for generating non-traded REIT business in the states of Alabama, Georgia, North Carolina and South Carolina. In 2008 was the recipient of first runner up in total REIT sales and most new producers awards.