Highly motivated and strive to be the best. Results-oriented with natural interpersonal and communications skills. Productive, hardworking and known for consistent performance against target goals and customer service expectations. Respected as a top producer.
My position as a senior investment director revolves around the attainment and retention of new clients. The process of obtaining new clients consists of speaking with potential clients and identifying ways in which our company can fulfill their needs. Once they are interested, it is my responsibility to demonstrate why they should buy into our company while addressing any questions or concerns they may have. Once they are on board, I maintain a relationship with them while our services fulfill their needs.
Instrumental in the development of the company from ground level