Boston, Massachusetts, United States
Recent graduate starting out in tech sales. I enjoy learning from others, asking questions, and being part of a team that’s building useful things. Always open to new ideas and conversations.
-Accurately graded assignments and effectively communicated with approximately 50 students in my section, contributing to the overall academic success of a 500-student class through clear guidance and timely feedback. -Successfully led, mentored, and advised over 10 student groups in conceptualizing and developing multiple high impact projects throughout the semester, focusing on effectively applying course principles.
-Utilized wealth planning software to conduct net worth assessments, identify trends and gaps, and estimate long-term financial projections of clients to help several advisors streamline their decision-making process. -Developed and presented potential target markets and prospecting strategies by analyzing my natural network. -Interacted with potential future clients through financial surveys, using my curiosity to gather information on their financial habits, adding over 200 names to my marketing list for future contact throughout the process. -Obtained my Producer’s License after completing an intensive study program, allowing me to contribute to the firm’s insurance and financial services offerings through the negotiation on behalf of insurance companies.
-Collaborated with homeowners, attentively listening to their detailed specifications and layout preferences while providing expert recommendations to ensure personalized and satisfactory final design outcomes. -Coordinated with a crew of up to seven to plan and execute large-scale jobs requiring the transport of over 25,000 lbs per day, while safely operating large trucks on long drives to move customer items between locations.