Create and deliver effective sales presentations and conference calls to promote products, services and competitive advantages.
July 01, 2021
Document all activity and pertinent issues in the CRM system (Salesforce) as the activity occurs ie.
June 12, 2021
Lead projects for department initiatives to fully implement new processes, strategies, and more.
May 05, 2021
Act as a mentor to new Inside Wholesalers and assist in development, implementation, and delivery of training classes for the Investments sales desk.
January 17, 2021