Executive Recruiting Consultant
SF Davis Recruiting
Jun 2024 - Current (2 years)
• Performed full 360 Financial Advisor Recruiting • Cold Calling and Sourcing of potential candidates • Mobile and personal email research utilizing different methods such as fast people search, true people search, and zoom info • Proficient in utilizing CRM software such as salesforce and ERP software such as NetSuite, and ACT • Built a book of business with Financial Advisors that transferred close to $250 AUM with independent broker dealers. • Utilized Linkedin Recruiter for tailored searches.