Kramer Shiflett

Independent External Wholesaler. Investment products & funds represented: Various Mutual Funds, ETF's and Seperatley Managed Accounts. Focus on the BDs, Banks, RIAs, Family Office & Institutional channels of distribution. Duties: Responsible for negotiating selling agreements, territory sales & wholesaling of various financial products. Consistently exceed annual sales goals. Raised in excess of $500MM for all financial product lines. Extensive relationships throughout Florida. Large network of Producing Financial Advisors in all distribution channels. Attend industry conferences. Travel 50% annually throughout Florida as well as Nationally as needed.

Profiled and analyzed investment products to develop customized financial strategies for clients and prospective clients.Worked on the largest bank referall team in the Southeast. Responsible for sourcing new clients in the form of individuals, company sponsored retirement plans, foundations and endowments.

Longest tenured intern in company history. Spent time with all departments including Asset Management, Legal, Compliance and Marketing. Managed a $1MM budget for the Marketing Department. Collaborated with all offices in order to reconcile current budgets and generate prospective 2015 budget . Responsible for processing and tracking all invoices and sponsorships for the firm. Played a key role in compiling and editing investment and financial planning information
for new company white papers.

Trained and qualified over 42 junior military personnel in aircraft structural components, resulting in an overall 27 percent increase in command qualification requirements. Issued and maintain a secret security clearance. Awarded an Honorable Discharge.Maintain a Secret Security Clearance.