During the crash of Technology stocks in the early 2000s and during the “Housing Bubble” my New Business Development and Sales and Territory Management efforts have led to new assets under management of over $600 million with increased annual revenues of more than $2.5 million. Through my industry ...more

During the crash of Technology stocks in the early 2000s and during the “Housing Bubble” my New Business Development and Sales and Territory Management efforts have led to new assets under management of over $600 million with increased annual revenues of more than $2.5 million. Through my industry relationships, knowledge of the investment consulting industry and dedicated cold calling efforts I was able to open up new opportunities in the western half of the United States and the eastern half of Canada.less