Description
Accomplishments: * Performed in the capacity of a branch manager for more than 10 years. * Functioned as a marketing material consultant for numerous investment firms, including Realty Capital, Cole Capital, and MetLife. * Mastered annual compliance review process. * Created, presented, and appeared at effective television promotion campaigns. * Fulfilled the role of marketing advisor and regular guest at The Morning Business Report, and NBC-10 Providence, Rhode Island. * Pioneered a successful investment firm from the ground up to approximately $50M in client assets. * Established a proven track record of success for more than 15 years of multimillion-dollar transactions with no formal complaints and highly satisfied client base E A R L I E R C A R E E R
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