Merrill Lynch - AVP
Developed significant client base invested in fixed income, real estate, and private equity partnerships.
Led office in sales of real estate related products such as hotel condominium interests, and Section 8 housing tax sheltered investments.
Investments involved significant analysis and due diligence on behalf of client base. Projects averaged approximately $100 million in scope.
Key accomplishments included:
- Led office as marketing coordinator for strategy and fixed income analysis.
- Consistently produced top quartile results, became youngest AVP in branch.
- Recognized as excellent investment strategist and customer focused consultant.
- Mentored new employees in successful marketing strategies.