Lead projects for department initiatives to fully implement new processes, strategies, and more.
October 26, 2021
Document all activity and pertinent issues in the CRM system (Salesforce) as the activity occurs ie.
August 01, 2021
Create and deliver effective sales presentations and conference calls to promote products, services and competitive advantages.
July 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.
May 14, 2021