工作职责： Managing a portfolio of clients and advising on their credit needs.  Advising high net worth clients about TD investment products  Closely working with the branch and internal partners in strengthening the TD brand  Repeat recipient of the District Recognition Reward (DVP Challenge) for excelling in quarterly sales targets by145%.  Assisted clients/prospects with their investment and credit needs, including secured lending products and mutual funds.  Diligently promoted the firm's products and services.  Consistently surpassing targets with $5M above target per quarter in self-generated leads.  1st place winner in the Champion Club award in 2016 and Individual Top 10 in 2017 - 2019.

工作职责： Recommended the firm's products and plans to clients/prospects.  Promoted to store manager (3 years later) and managed the hiring process and employee training.  Monitored sales performances and maintained adequate inventory levels.  Received the Employee of the Year award