Developed and manage a territory through extensive cold calling and relationship management - currently manage a client book of 75 clients (prospects and paying) and co-manage over 300+ accounts. Coverage of institutional accounts predominantly on the West Coast and Canada (California, Washington, Oregon, Utah, British Columbia, Calgary, Toronto, Quebec) as well as various accounts in the Mid-West and East Coast (NY, CT, MA, IA, VA). Constantly use my own knowledge of the markets and individual companies to develop client interaction as well as generating leads. Produce my own proprietary morning note and stock calls tailored to client interest.