Columbus, Ohio, United States
• Collaborate with integrated team members to develop, maintain, and grow wealth management business in Miami, with value of over $1.3 billion, centered around high net worth individuals, small businesses, and foundations • Work with Bankers to establish sales plan and assist with prospecting efforts; facilitate the sales process including the creation of customized qualitative and quantitative financial proposals, pitch books, and investment reviews, with usage of in-house CRM tool • Partner with Investors in the construction and execution of investment strategies for current and prospective clients, through an array of product offerings, resulting in over $70MM in investment wins • Assisted in creating various marketing campaigns, which included researching local areas with high wealth demographics for direct mail efforts to generate face to face meetings with prospects • Screen and interview potential entry level employees; recruit, mentor, and train summer analysts • Participated in J.P. Morgan’s Global Asset Management Analyst Training Program: in-depth education on the industry, firm, finance, accounting, economics, Microsoft Excel and PowerPoint, and exposure to senior management; participated in case studies and various group projects; team leader of volunteer project with Operation Backpack • Assisted Events and Marketing team in coordinating local events with J.P. Morgan Senior Management • Direct contact with clients to answer inquiries regarding various aspects of services provided, including account questions, products, and services
• Exceeded sales goal by $7,512, with $55,699 in sales year to date as of May 2011, including selling over 40 MAC Viva Glam lipsticks and lip glosses, of which 100% of the retail price goes towards the MAC AIDS Fund • Extensive product knowledge and clients’ needs to ensure client satisfaction, which resulted in consistently beating sales goal and customer loyalty, while performing daily makeovers for various occasions
• Cum laude graduate of The Ohio State University Max M. Fisher College of business with concentrations in finance and Marketing.