Gabriel Connell

● Provided consultative services for book of business managing roughly 400 ultra-high net worth households and over $1 billion in assets

● Exceeded sales goals consistently across all quarters by anticipating client needs and taking a client-focused approach bringing in $90 million across 6 quarters

● Consistent follow up on a variety of client issues, taking ownership, and ensuring an efficient and responsive resolution to reduce relationship risk
● Worked in close collaboration with senior management and internal product specialist to successfully implement a variety of initiatives to drive revenues and promote cross-selling opportunities

● Collaborate with all enterprise partners such as Merill Lynch Financial Advisors and Bankers to complement and support their client’s management approaches

● Executed a disciplined approach to all business development strategies and goals to achieve business growth bringing in roughly $64 million across 8 quarters
● In-depth knowledge of equities, options, margin, trading mechanics, and regulations
● Demonstrate both organizational and time management skills by coordinating volunteer events while ensuring I meet sales metrics