Experience

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  State street

  Oct 2012 - May 2014

  Processing analyst

  As a member of the Global Operations branch of State Street, I find myself responsible for processing incoming trades from international and domestic funds into specified depositories, Such as the DTC and New York Federal Reserve. My daily duties comprise of constantly monitoring workflow queue to identify client and investment manager trade instructions for processing, authenticating trade instructions by conducting a thorough review for required settlement information and proper authorized signatures, and processing both domestic and foreign trade instructions prior to market deadlines, ensuring timely transaction settlement. I adhere to established operating, risk, and compliance controls and standard operating procedures set forth by management. While on the job, I must navigate efficiently through State Street's complex software interfaces, (STS, IMaGE and MCH), to get maximum information for task completion. Show less

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  Putnam investments

  Nov 2014 - Nov 2017

  Responsible for developing new relationships and building on existing relationships with financial advisors in the Independent/Bank channel in Washington D.C. and Baltimore, MDUse consultative selling to identify best solution for advisors' clientsAnalyze market events and communicate Putnam’s perspectives to aide clients' portfolio constructionInternal sales staff leader in overall productivity in 2015 and 2016Trained and developed a team of new internal wholesalers on their presentation and communication skills with advisors during weekly meetingsImplement video conferencing technology (webinars) to increase brand/product awareness and further develop relationships with financial advisors Show less • Listen, probe, uncover and analyze needs of financial advisors for opportunities to leverage Putnam's mutual fund products. • Schedule appointments for wholesalers, drive attendance at conference calls and various Putnam meetings.• Use internal and technical resources to deliver accurate product and market information.• Develop product, market, competitor, and Putnam knowledge.• Deliver effective presentations promoting Putnam’s products, services and competitive advantages.• Apply constructive feedback and demonstrate initiative to continuously improve sales skills and pursue professional development.• Take ownership and resolve problems by gathering information, analyzing, and pursuing appropriate course of action. Show less

  • Senior Regional Marketing Associate

    Feb 2017 - Nov 2017

  • Regional Marketing Associate - Internal Wholesaler

    Apr 2015 - Jan 2017

  • Dealer Market Services Representative

    Nov 2014 - Mar 2015
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  Eaton vance

  Nov 2017 - now

  Partner with financial advisors in North Carolina and Virginia to educate on Eaton Vance's mutual funds, Separately Managed Accounts, and Private Placements.MSIM, the asset management division of Morgan Stanley (NYSE: MS), and its affiliates have arrangements in place to market each other’s products and services. Each MSIM affiliate is regulated as appropriate in the jurisdiction it operates. MSIM’s affiliates are: Eaton Vance Management (International) Limited, Eaton Vance Advisers International Ltd, Calvert Research and Management, Eaton Vance Management, Parametric Portfolio Associates LLC, and Atlanta Capital Management LLC.Mutual funds are distributed by Eaton Vance Distributors, Inc. & Morgan Stanley Distribution, Inc. ETFs are Distributed by Foreside Fund Services, LLCAll posts and messages are subject to the following terms, including our Privacy Pledge, which can be found under the Contact Information section, above.Individuals may only transact business in states where [he/she] is registered or excluded or exempted from registration. To check the background of this investment professional on FINRA's BrokerCheck please follow the link, found under the Contact Information section, above.NOT FDIC INSURED | OFFER NO BANK GUARANTEE | MAY LOSE VALUE | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY | NOT A DEPOSIT Show less Responsible for driving sales of Mutual Funds, Separately Managed Accounts, and Private Placements in the wirehouse channel in Los Angeles25% average annual sales growth through 2018-2020. ($353M in Q4 while running territory solo)Utilize advisor data packs and branch market metrics to segment territory and create targeted sales campaignsManage relationships with territory COIs to uncover new leads (Complex managers, ML MSG, Morgan Stanley CG Specialists)Leverage Eaton Vance’s resources, such as Portfolio Managers & Product Specialists, to strengthen enhance sales process to close businessHost territory-wide conference calls and webinars to market solutions and drive salesTravel in territory and host on-site client meetingsAtlanta Capital Management Specialist—work with portfolio managers to be expert and liaison for sales forceHandled client inquiries about $7B merger between Eaton Vance and Morgan Stanley and the impact that had on their existing products and future purchases, and how to communicate proxy voting to end clients Show less

  • Regional Director

    Jun 2022 - now

  • Senior Associate

    Nov 2017 - May 2022