Exaltaret

We are sales and revenue advisory firm that help companies drive growth through inside to outside sales as a service. 

Exaltaret.com

Director of Business Development

Sales Executive

The MFA Companies

Director of Business Strategy

Tiger Group

Senior Analyst

Analyst

Bainco International Investors

State Street

•	Custodial banker that interacts with client personnel for all inquiries about assigned portfolios.
•	Settling institutional loan trades daily.
•	Standard ad hoc projects for internal and external customers.
•	Mid to back office reporting and processing per client specific guidelines.
•	NAV calculation, pricing, monthly closings and rollovers.
•	Working directly with investment managers to gain exposure to different market trends.

Associate

Northwestern Mutual Financial Network

•	Made contacts through networking through a referral system and through social networking to gain leads
•	Once leads and potential contacts were discovered it was my responsibility to call them and set up a meeting 
•	Would then meet with clients alone or with a senior representative that had years of knowledge and experience
•	Studied market trends and made unique and well balanced financial plans for each client through insurance and other types of investments.
•	Accomplishments:
o	“Power of Ten” An award given to interns that distinguishes them as an intern that mad 10 or more financial plans 
o	Top intern in the Providence office of the Wellesley Group

Financial Representative Intern

I bring an integrated, customer focused approach to identifying and aligning the needs of high-growth, entrepreneurial organizations Exaltaret is a strategy and revenue advisory firm that partners with CEOs and management teams to drive value through sales and analytics.

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