United States
- Responsible for the distribution of Voya Investment Management products to financial advisors across the entire state of New York. - Coverage includes independent advisors, wire house advisors, and RIAs. - Product range includes mutual funds, ETFs, SMAs, and a private equity fund.
Responsible for the distribution of Transamerica Mutual Funds to Financial Advisors across Connecticut, Westchester & Rockland County NY, Albany/ Saratoga Springs, Western Massachusetts, and Vermont. Coverage includes all independent advisors, wire house advisors, and RIAs within the geographic zones above.
External wholesaler covering independent advisors, broker dealers, and RIAs. Providing mutual fund, ETF, SMA, model portfolio, and hedge fund solutions.
- 2022 Internal Wholesaler of the Year: Over 60 internal wholesalers on the desk. - Graduate of rigorous training program for the top 5 internal wholesalers working to become an external wholesaler. Training was focused on selling skills, product knowledge, presentation skills, and territory management.