Experience

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  Eaton vance

  Jan 2012 - Jun 2015

  I directed the home office territory (covering all of New England with over 30,000 representatives) covering the independent, Wire, and RIA channels. Served as the only Hybrid covering two large market external wholesalers, including Boston and New England—surpassing a combined sales goal of $300M in 2014. Managed the call center—including eight direct reports—serving more than 100 customers a day and answering 65+ inbound calls daily.

  • Hybrid Wholesaler- New England

    May 2013 - Jun 2015

  • Mutual Fund Representative

    Jan 2012 - May 2013
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  Brighton house associates

  Jun 2015 - Apr 2016

  Vice president of business development

  I added about 20 Hedge Funds to the BHA platform over the course of a year while at BHA and increased funds 12% by analyzing 120 qualified fund manager candidates for performance. Closed roughly 10 large, new business deals (many over $250M AUM)

• 

  Cnl securities

  May 2016 - now

  Since 2016, I have developed and maintained working relationships with up to 90 financial advisors monthly, throughout my territory (covering Ohio, Michigan, Indiana, and Pennsylvania). Over the course of three plus years, I continue to increase sales year over year.Throughout this role, I continue to educate financial advisors on products and services for their clients via individual or group meeting presentations. As such, I have helped financial advisors build their books of business, some up to $3B. Show less

  • Regional Vice President- Midwest

    Aug 2016 - now

  • Associate Director

    May 2016 - now