Sales/Finance
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Determined, driven, self motivated sales person
Working with Buyers and Sellers
Coordinating with Attorneys and Title Insurance Company to ensure successful closings
JUNE 2016 – FEBRUARY 2021
Managed a book of business worth $550M for over 17 years.
Conducted educational seminars, individual consultations, fostered Union member relations.
Assisted individuals in accumulation, growth, and distribution of wealth within 401/IRA Accounts.
Developed relationships between local bank clients and Investment Banking Department.
Assisted individuals in accumulation, growth, and distribution of wealth for Private Banking.
Compliance control and data entry for all documents processed in the branch.
Coordinated and planned seminars for the brokers.
