Cultivated relationships to counsel and advise business clients on their financial planning,
investment strategy & asset management needs.
Organized, developed and grew sales volume for five state territory through consultation,
facilitation of educational seminars and delivery of oneonone training.
Significantly increased sales through effective territory management and teamwork with
advisors and licensed bankers.
Surpassed annual sales goal by % YOY and % of total production.
Achieved national rank of th in percentage sales over goal, and th in total production.
Managed business and entertainment budget of $K.
Oversaw major banking accounts including Chase, Capital One, Bank of America, SunTrust,
First Tennessee, Hancock Bank, and LPL/UVEST.