Developed significant client base invested in fixed income, real estate, and private equity partnerships.
Led office in sales of real estate related products such as hotel condominium interests, and Section 8 housing tax sheltered investments.
Investments involved significant analysis and due diligence on behalf of client base. Projects averaged approximately $100 million in scope.
Key accomplishments included:
- Led office as marketing coordinator for strategy and fixed income analysis.
- Consistently produced top quartile results, became youngest AVP in branch.
- Recognized as excellent investment strategist and customer focused consultant.
- Mentored new employees in successful marketing strategies.