Shelli McLaughlin

• Manage all aspects of real estate transactions and listings while maintaining compliance, securing client relationships and ensuring continued growth • P&L planning, resource allocation and variance analysis • Available to over 300 agents in Central Texas • Contributed to over $9 million in sales volume • Realtor with Keller Williams Realty

• Handled compliance issues to assure firm is inline with regulatory requirements • Managed marketing, business development, fund raising, new accounts, and client relations • Targeted Hedge Fund of Funds to introduce fund and coordinate presentations

• Optimized all aspects of operations, including compliance, account set up and maintenance, marketing, trading, and sales • Developed and execute marketing plans • Created asset allocations, design portfolios, research products, employee benefit plans and investment plans • Managed client relationships and communication regarding financial goals

• Provided personalized financial planning and wealth management services • Offered both investment and insurance product sales and support • Managed the investment services program within the bank • Maintained program compliance • Educated bank personnel on investment services & products

• Supervised internal new business development process and remote operations including associated persons, remote selling activities, key accounts, and relationship management • Designed and monitored new deals and ongoing processes including operations management, sales reporting, and account management • Contributed toward company growth and profitability by supporting the executive sales team, monitoring financial reports, and providing cost improvement plans • Advised on strategic planning and busine

• Managed sales efforts including contract negotiations • Coordinated and managed tradeshows, special promotional events, web development, and promotional materials • Trained potential and existing clients on day trading and trading software • Assisted with technical support and account administration • Presented Trading Platform and Techniques