Developed and managed portfolio of 500+ recurring monthly clients across all service offerings.
Led team of six contractors to optimize client-to-coach assignments and enhance service delivery.
Collaborated with industry leaders like Gymshark and MyProtein to boost brand visibility and drive client acquisition.
Spearheaded sales initiatives, resulting in consistent revenue growth and expanded market presence.
Partnered with LENUS.IO to strategically scale operations and broaden market reach.
Oversaw payment processing, contracts, and administrative workflows to ensure seamless operations.
Financial Advisor
Equitable
New York City
10.2022 - 08.2023
Completed the SIE, LAH, Series 66, and Series 7 exams in the minimum timeframe allowed, passing all on the first attempt and demonstrating rapid execution.
• Developed strong prospecting skills through hands-on cold calling and client outreach.
• Successfully balanced an accelerated licensing schedule while leading and growing my own business, highlighting disciplined leadership and high performance under pressure.
Offered diversified set of solutions and full scope of investment products and services to meet clients' best interests.