Document all activity and pertinent issues in the CRM system (Salesforce) as the activity occurs ie.
March 23, 2021
Create and deliver effective sales presentations and conference calls to promote products, services and competitive advantages.
February 23, 2021
Lead projects for department initiatives to fully implement new processes, strategies, and more.
February 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.
October 04, 2020