Effective sales professional with successful track record in cultivating relationships and managing sales processes to financial advisors and clients. Develop significant relationships with key Financial Advisors to properly educate them on our ETF Suites. Unique ability to navigate distribution ...more

Effective sales professional with successful track record in cultivating relationships and managing sales processes to financial advisors and clients. Develop significant relationships with key Financial Advisors to properly educate them on our ETF Suites. Unique ability to navigate distribution channels to deliver product knowledge and drive sales. Recognized for excellence and efficiency in problem solving and customer service. Core competencies include: Core competencies include: * ETFS *Fixed Income *Mutual Funds * New Product Training * Sales and Marketing * Client Service and Retention * Business Development * Financial Advisor Sales Liaison * Relationship Management * Series 7, 55, 63, and 65less