Analyzed the sales process and implemented significant reforms to increase conversion rate by 50% and shortened average sales cycle by 2 weeks. In collaboration with the VP of Capital Markets, developed revolving credit facilities of $10mm for OTC partners, further deepened relationships to achieve a $50mm OTC pipeline. Conducted daily analysis of various alternative asset classes to better target prospects, and disseminated information to junior sales associates in morning meetings.

Met and exceeded sales objectives, securing an average 500% to goal in AUM and new money to Merrill via US Private Bank. Secured $6 million in qualified assets, converted $6 million into AUM, and accrued a pipeline of more than $80 million identified assets within the first month of first ‘live’ quarter. Helped the branch achieve top marks at Merrill, made significant contributions to team leadership, and referred a substantial number (>50%) of clients to partners with relationship guidance

Study Abroad at Yunnan University for 1 year of intensive language.