Lead projects for department initiatives to fully implement new processes, strategies, and more.
April 13, 2020
Create and deliver effective sales presentations and conference calls to promote products, services and competitive advantages.
March 12, 2020
Act as a mentor to new Inside Wholesalers and assist in development, implementation, and delivery of training classes for the Investments sales desk.
December 10, 2019
Document all activity and pertinent issues in the CRM system (Salesforce) as the activity occurs ie.
December 08, 2019