Advisor Relations Manager

• Aug 2017 - Present

Remote Remote

Wealth Strategist Sales Associate

• May 2014 - Jul 2017

Wealth Strategist/Sales Associate Pipeline Management and Booking New Business and or Additions. Prospecting, Profile Research, Sales Strategy, Client Servicing, Fee Schedule and Generation, GDI and life style planning, prospect meetings, client meetings and networking. Create presentations for Greenwich office for any prospective client. Additionally generate both internal and external communications, follow up emails and letters, prospect meetings, System Maintenance, Data Tracking, Mass Mailing, Heavy Travel Planning, Filing, Expenses Reporting, Heavy Phone Coverage, Heavy Scheduling and Calendar Maintenance, Event Tracking, Meeting Coordination and Frequent Miscellaneous Projects with time sensitive deadlines Client/Prospect Servicing: Coordinate schedules for most convenient meeting times. Helps with new client on boarding procedures to ensure smooth transition. Creates Trust Service Agreements and Account Opening documents. Greets prospects and provides white glove service when arriving for a meeting. Works closely with relationship team and records opportunities for proper sales distribution and tracking. Marketing: Work along-side of Marketing in Event Planning for Sales and Regional Events. success rates of events. Assisted in implementing breakfast series hosting key speakers from multiple PE managers and HF providing prospects and clients a window view of how we work with our investors Show less

Legal Assistant

• Aug 2009 - Apr 2014

CSSO/Officer

• 2008 - 2009

Business Development Team Business Development Team

Sales Assistant/Event Coordinator/Officer

• Jun 2005 - May 2008

Legal Assistant

• Jul 2001 - May 2005

Legal Assistant

• Aug 1997 - Jul 2001

Legal Assistant

• Sep 1993 - Jul 1997

Inside Sales/Marketing/Office Manager

• Mar 1984 - Oct 1988