Sunpointe Investments

Vice President of Financial Planning and Private Wealth Advisor

Vanguard

Internal Sales Manager

Senior Internal Sales Consultant

Manage a book of business with my external partner of Financial Professionals within the Broker Dealer industry. Our goal is to develop relationships with advisors and support their practices through our world class products, literature and research, and, tools and analysis. This role requires some travel into the field and managing many projects and relationships at one time. We use various sale techniques to open the conversation with our advisors to match a product or solution with a specific topic area.

Internal Sales Consultant

Handles in-bound calls from financial advisor related to general market knowledge, Vanguard product information, and competitor products.
Profiles prospective clients, recommends suitable Vanguard investments and passes sales leads to responsible FAS sales team when appropriate.
Builds, grows, and maintains advisor relationships with external partner by developing a thorough understanding of Vanguards value added offerings and successfully positioning these services to advisors.
Assists Internal and External sales executives by delivering analytics, talking points, and competitive analysis for projects.

Inbound Sales Associate in Financial Advisor Services

Help clients find a solution to various problems with their investment portfolios or investment strategies through working with an advisor or guidance. We also look at other areas to save clients on expense ratios and fees by moving assets under one roof to make it easier to invest. Overall our goal is to develop a deeper relationship with clients and build trust.

Select Services

Assisting all types of investors with meeting their financial goals-the young adult opening a first account, a family saving for a child's college education, a married couple investing for their first home, a high net worth client preserving her wealth, or an entrepreneur managing his small-business retirement plan. As well as, developing relationships with clients to understand their unique investment needs and position appropriate products or solutions

Client Relationship Associate

Philadelphia Phillies

- Helped clients purchase tickets
- Assisted The Big Piece Foundation (Ryan Howards Foundation) with a live auction and set up and take down of the facility.
- Ball park tours
- Pre-game set up for parties and events.
-Event management assistance for the "Run or Dye" event at the stadium

Phone Center Intern

Sunpointe, LLC (Sunpointe Investments) is a registered investment advisor. Sunpointe provides investment advisory and related services for clients nationally. Sunpointe Investments  will maintain all applicable registration and licenses as required by the various states in which it conducts business. For additional information, please visit our website at SunpointeInvestments.com.

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