Jesus Calderoni

- Driving outreach and business development efforts to acquire new clients. - Overseeing the relationship with the private bank and 30+ retail branches. - Managing in-office processes that assist advisors in their outreach. - Working among different lines of business to find the best solutions for clients.

- Drove efforts to reorganize books of business, set up for meetings, and bring in business. - Drove over 30 credit deals from beginning to end. Focused on restructuring, funding, and executing asset backed securities loans. - Assisted in creative lending practices

– Rebalanced and organized 250+ portfolios to create more accurate projections and plans for clients – Contributed to risk management practices by assessing portfolios, 401(k)s, 403(b)s, 529s, and Life Insurance Annuities

– Worked alongside CEO, Vice President, and various members of the team to create and execute a feasible marketing strategy – Success of marketing plan resulted in 1,500+ sales and downloads along with expansion into Birmingham, AL – Coordinated with business owners to establish a fluid onboarding process for patrons and the establishment – Successfully onboarded some of the most popular establishments onto the application through marketing events

– Conducted in-depth analysis on 10ks, 1099s, and various tax statements that pertained to individual clients and LLCs – Successfully transitioned over 10,000 tax documents from multiple platforms into a singular system – Drove organization efforts of materials and external tasks with fellow teammates