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