Experience

• 

  Pioneer investments

  Jan 2002 - Jan 2005

  Divisional sales associate (internal sales desk)
• 

  John hancock

  Oct 2006 - Oct 2008

  Convert prospects to producers to help external wholesalers grow advisor base

  • Internal Sales Manager

    Feb 2008 - Oct 2008

  • Business Development Specialist

    Oct 2006 - Feb 2008
• 

  Merrill edge

  Nov 2008 - Jul 2012

  Financial solutions advisor

  • Provide advice and guidance including risk profiling, asset allocation, buy/sell recommendations, consolidate outside assets, and conduct portfolio reviews

• 

  Merrill lynch/bank of america

  Jul 2012 - May 2017

  Responsible for marketing annuities to Merrill Lynch advisors within the NYC & Long Island markets. • Spend approximately 75% of time on home office sales desk and 25% of time traveling in territory • Provide expert knowledge of optimal portfolio construction for income, annuities, IRAs, and social security strategies• Conduct one-on-one meetings and group education in the field and proactive outreach to advisors Responsible for marketing Annuities, IRA, and 529 products to Merrill Lynch advisors within the South Florida and NYC & Long Island markets. • Ranked #2 for Percentage to Goal in 2014• Increased yearly sales from 135M to 157M or 16% in 2013• 2015 Advisor Council To Management member & 2015 Internal Wholesaler of the Year Award recipient• Received a 90% satisfaction rating from Specialist survey completed by advisors within the South FL market

  • Assistant Vice President, Business Development Internal Specialist

    Jan 2016 - May 2017

  • Assistant Vice President - Internal Product Specialist

    Jul 2012 - Dec 2015
• 

  Bank of america merrill lynch

  Jun 2017 - now

  Vice president, retirement specialist

  OBJECTIVE Market retirement planning solutions to financial advisors and their clients. Simultaneously develop, maintain, grow, and troubleshoot supportive relationships. EXPERIENCEBank of America (client – Merrill Lynch) – Chicago, IL Retirement Personal & Wealth Solutions (RPWS)Retirement Specialist • Consult with Merrill Lynch Financial advisors in the Midwest their clients about retirement income planning • Host client/prospect seminars focused on retirement income planning and downside protection for clients and their beneficiaries. • Deliver marketing materials and sales tools• Recognition: o 2020 Retirement Specialist of the Year o 2019 Ranked #1 for Percentage to Goal o Exceeded sales goal in 2018, 2019, 2020, 2021, & 2023 Show less