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Work Background
Paramount Dental StudioSales Business Development
Mar. 2024Charleston, South Carolina Metropolitan AreaConnecting dental practices with our world class digital lab.
Wellpower Method, LLCBusiness Development Specialist
Mar. 2023 - Jan. 2024Charleston, South CarolinaBuilt the infrastructure to help permanently change lives
Savior WealthBusiness Development Manager
Jan. 2020 - Mar. 2023Waltham, MA- Fine tuned sales process to continue to grow sales team while developing intern program
- managed and organized sales pipeline to ensure continuous growth
- Lead recruiting and transitions for financial advisors and clients with over a combined AUM of $50 Million
- Negotiated and generated contracts for recruited advisors
- Managed Advisor team and lead associates in client task delegation
- Managed multi-million dollar asset transitions between brokerages/custodians
- Lead administrator for Salesforce organization
- Developed and maintained data and organizational systems for over $60 Million in client investments for our venture capital branch
Savior WealthBusiness Development Associate
Jul. 2019 - Dec. 2019Greater Boston Area-Cold called 100 potential prospects a day
-Daily management of an active pipeline through Salesforce.
-Managed pipelines and calendars for all Advisors and CIO
-Recruited, transferred, onboarded two financial advisors worth $25mm combined
-Transitioned over 60 clients to our system
-Collaborated on ideas for business development leading to the growth of the advisor team as well as the overall Savior Wealth footprint
-Produced marketing material and presentations for all staff use through Canva
Boston CollegeInstructional Tennis Program Assistant
Jul. 2017 - Dec. 2018Chestnut Hill, Massachusetts-Manage 12 Tennis Instructor Payroll & 50+ clients -Organization of all court reservations -In charge of purchasing/inventory of equipment -Assistant to Associate director of instructional tennis program
Boston CollegeMember Services Associate
May. 2017 - Jan. 2019Boston, MA-organization of member profiles
-day to day management of member ship sales/program registrations
-wherewithal of the workings of entire facility to be able to respond to any question a member has
Boston CollegeClub Sports Program Assistant
Mar. 2017 - Jun. 2017Greater Boston Area-Organize Parent/Children Contact, Medical, and Release Information
-Reach out to Parent or Guardian regarding incomplete/incorrect forms
Boston College Campus RecreationFacilities Supervisor
Aug. 2016 - Jan. 2019Chestnut Hill, Massachusetts-Supervise student employees
-Responsible for safety and security of all persons in the complex
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