Managed assets and provided financial advice for investors ranging from novice to expert. •Managed approximately $25K in total assets per client
•Built client base by making 100-500 cold calls per day through both inside and outside sales
•Performed portfolio health checks for clients to ensure optimal rate of return
•Obtained the Series 6 and 63 licenses (since expired)

Assisted in building this start-up company from the ground up. Performed inside sales of an online resume database to prospective recruiters, headhunters and end users. Created relationships with Human Resource Departments of small and midsize corporations and staffing companies. •Used abilities of prospecting, product demonstration, negotiation and closing to obtain new business and up sell existing clientele
•Averaged approximately $60K in sales per month
•Made an estimated 100 cold calls per day prospecting for new business

Joined pre-opening team of the company’s wholesale division in New York City. Provided resellers with e-commerce products such as domain names, websites, digital certificates and payment gateways for their clients to use to create an online presence. •Managed approximately 2000 domestic and international wholesale partners with total revenue estimated at $1.5 million
•Exceeded monthly quota by 10-20 percent on a consistent basis
•Executed strategic and qualified cold calls to prospective IT Departments of resellers and wholesalers for new business on a daily basis

Manage the online brand presence of Fortune 1000 companies located in the Midwest region and consult on ways to protect their intellectual property, trademarks and brands on the Internet. Present clients include General Mills, Honeywell, Deere & Co., HSBC and Motorola. •Consistently grew business to over $2 million in revenue per year; met or exceeded quota for eight consecutive quarters
•Pitch, develop and present new business proposals to prospective clients in the Midwest region using outside and inside sales techniques
•Educate and up sell existing clients on new products and services
•Liaise with Legal, Marketing and IT Departments on developing online brand strategies
•Manage a team of Account Managers to support day-to-day client requests

Provide financial advice to individuals, families and businesses. Help with the financial planning to accomplish client's goals both present and future.

My role as a Financial Advisor was working with families, individuals and businesses to achieve their financial goals.