Experience

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  The david berdow company & bala financial group

  Feb 2010 - Feb 2011

  Registered representative

  • I started my career building my book of business focusing on small business owners and individuals bringing awareness to Life Insurance, Disability Insurance, and future income replacement needs.• Assisted David Berdow, CFP® in daily prospecting for holistic financial plans, qualified plans, and managed money accounts.

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  Sei

  Mar 2011 - Jun 2013

  • Generated assets under management through actively pursuing new regional banks while leveraging already established bank relationships to garner assets. • Developed and executed monthly business plans including territory mapping, scheduling meetings, and continual support of external team to achieve maximum quarterly sales targets. • Prepared advisors for end-client meetings with case analysis at the fund and portfolio level to best position SEI’s various investment solutions. • Initiated and developed relationships with independent financial advisors across multiple B/D’s and RIAs firms.• Responsible for generating over 20 million dollars in new assets for SEI’s Advisor Network in six months.• Profiled and qualified over 200 advisors and their business models in a six month period to enhance optimal investment solutions.• Supported the national external wholesalers with arrangement of introductory meetings to help reach their monthly goals. • Provided sales and service to financial intermediaries and investors for SEI’s Distribution Division and Advisor Network.• Delivered product information, gathered market data, and offered sales support on the inbound marketing line.• Effectively resolved client issues and concerns in a timely manner.

  • Regional Sales Consultant, U.S. Asset Management

    Jul 2012 - Jun 2013

  • SEI Funds Wholesaler, Advisor Network

    Jan 2012 - Jul 2012

  • Investment Service Representative, SIDCO

    Mar 2011 - Dec 2011
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  Prudential investments

  Jul 2013 - Jan 2015

  Internal wholesaler

  • Wholesaler for the Florida region: Duties include presenting Prudential products to financial advisors during branch office meetings, one-on-one meetings and conference calls with portfolio managers then executing consistent follow-ups.• Partner with the Regional Sales Coordinator to drive sales and build relationships with advisors through execution of a defined territory plan, scheduling and sales process.• Participate in weekly pitch meetings testing knowledge of Prudential Mutual Funds, competitors and capital markets.• Effectively profile advisors to understand their practice, clients and investment process to identify needs and position Prudential’s products and services to meet their expectations. Show less

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  Resource real estate

  Jan 2015 - Jan 2016

  • Vice President of Sales

    Jul 2015 - Jan 2016

  • Internal Wholesaler

    Jan 2015 - Jul 2015
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  Inland securities corporation

  Apr 2016 - Nov 2016

  Internal wholesaler

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  Moody national companies

  Nov 2016 - Apr 2021

  Regional vice president
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  Versity investments, llc

  Apr 2021 - Oct 2022

  Senior regional vice president
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  Peachtree group

  Oct 2022 - Sept 2023

  Managing director
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  Madison capital group, llc

  Sept 2023 - now

  Executive vice president