Avery Steele
New York,New York
Summary
Former student-athlete that works best in a collaborative environment. My organization, time management, and interpersonal skills help me work the best in high pressure situations and prepare me for future challenges.
Overview
2
2
years of professional experience
Work History
Senior Associate, Client Solutions
Gerson Lehrman Group
New York, New York
06.2024 - Current
- Communicated with investment banks and hedge funds to help with their research.
- Acted as an intermediary between analysts and industry experts to facilitate research calls.
- Covered clients with a combined $155 billion AUM, with contract values exceeding $2,250,000.
- Collaborated cross-functionally with our business development, events, and survey teams to provide auxiliary research services to drive incremental revenue and commercial success.
- Worked closely with the South Korea and Japan teams to help our clients cover APAC delivering insights and ensuring alignment with client objectives
Senior Financial Consultant
Strategic Financial Solutions
New York, USA
07.2023 - Current
- Exceeded sales expectations by 100% in the first 3 months
- Built and maintained healthy sales relationships with clients making sure their needs were met on a consistent basis
- Client Onboarding, compliance, review of applications
- Top 10 in total deals 4x in 2023 in office of 200 sales reps
- Built a pipeline of 30-40 clients at a time and continued lines of communication for their needs
- Built an ability to problem solve and think critically to create solutions for clients
- Multiple 100k deals and Million dollar month
Financial Consultant
Strategic Financial Solutions
New York, USA
03.2023 - 06.2023
- Worked with clients to create a solution to their personal debt
- Customized debt settlement plan with clients to help achieve their personal goals
- Fastest on team of 25 to be promoted, promoted within 3 months after reaching 60 signed deals
- Exceeded Quota every month on the sales floor
Recruiter
Storm2
New York, USA
09.2022 - 01.2023
- Tasked with 50 cold calls and 30 emails a day to companies looking to expand trying to understand their needs as a company
- Sourced clients looking for new opportunities through LinkedIn and phone calls
- Helped get the growing companies open roles filled with talent I sourced
- Conducted Business Development calls with clients to negotiate terms of a deal
Education
Management and Business -
Skidmore College
Saratoga Springs, New York05-2022
Skills
- Critical Thinking
- Client Services
- Project Management
- Business Development
- Research
- Communication
- Organization
- Teamwork
- Sales
- Leadership
- Problem Solving
Timeline
Senior Associate, Client Solutions
Gerson Lehrman Group
06.2024 - Current
Senior Financial Consultant
Strategic Financial Solutions
07.2023 - Current
Financial Consultant
Strategic Financial Solutions
03.2023 - 06.2023
Recruiter
Storm2
09.2022 - 01.2023
Management and Business -
Skidmore College