Summary
Overview
Work History
Education
Skills
Timeline
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Avery Steele

New York,New York

Summary

Motivated and results-driven former student-athlete with a proven ability to thrive in high-pressure, collaborative environments. Recognized for strong organization, time management, and interpersonal skills, with a track record of exceeding goals and delivering client-focused solutions.

Overview

3
3
years of professional experience

Work History

Senior Associate, Client Solutions

Gerson Lehrman Group
06.2024 - 03.2025
  • Supported investment banks and hedge funds in their research efforts by connecting them with industry experts.
  • Acted as a liaison between analysts and subject matter experts to facilitate insightful consultations.
  • Covered clients with a combined $155 billion AUM, with contract values exceeding $2,250,000.
  • Partnered with business development, events, and survey teams to offer integrated research solutions.
  • Collaborated with teams in South Korea and Japan to deliver APAC insights aligned with client objectives.

Senior Financial Consultant

Strategic Financial Solutions
07.2023 - 05.2024
  • Surpassed sales targets by 100% within the first three months.
  • Ranked top 10 in total deals four times in 2023 among 200+ sales representatives.
  • Managed a pipeline of 30–40 clients, providing tailored financial solutions and ongoing support.
  • Led client onboarding, compliance checks, and application reviews.
  • Demonstrated critical thinking and problem-solving to address client needs effectively.

Financial Consultant

Strategic Financial Solutions
03.2023 - 06.2023
  • Designed personalized debt resolution plans for clients to meet their financial goals.
  • Promoted to Senior Financial Consultant within three months after achieving 60 signed deals—the fastest promotion on a 25-person team.

Recruiter

Storm2
09.2022 - 01.2023
  • Conducted 50+ cold calls and 30+ emails daily to identify potential clients and understand company growth needs.
  • Sourced and placed talent through LinkedIn and direct outreach to fill roles for high-growth startups.

Education

BS - Management and Business

Skidmore College
05.2022

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 - 03.2025

Senior Financial Consultant

Strategic Financial Solutions
07.2023 - 05.2024

Financial Consultant

Strategic Financial Solutions
03.2023 - 06.2023

Recruiter

Storm2
09.2022 - 01.2023

BS - Management and Business

Skidmore College

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