Financial Advisor-Vice President
·Opened over 100 new relationships consisting mostly of business owners and well known families in their communities and countries.
·Travelled regularly to meet with prospects and open new accounts at their place of business or residence. Accounts averaged in the 6 and 7 figure range.
·Established a network of professionals who referred high net worth prospects on a regular basis.
·Accumulated a database of several hundred contacts, maintained weekly communication through emails and follow up phone calls.