Accomplished financial professional with a proven track record at Edward Jones, adept in account management and compliance adherence. An expert in bringing in new business and nurturing client relationships with personalized financial advice. I worked High Net Worth individuals and exceeded sales growth goal for the company each year.
Achieved the top gun award for generating new business and made level 4 with Edward Jones within two years.
In Banking I brought in new business of High Net worth individuals and one of my top clients was Courtyard by Marriott's owner John McKibbon for the southeast region which includes, Georgia, South Carolina, Tennessee and Florida.
Top Gun award; Mckenzie award; Jack Phelan award; Ted Jones prospecting award for sales production with Edward Jones.