
Timeline
About me
Business Development Manager at Wallis Companies
Education

Johnson county community college
-Business administration and management, general
Experience

Ascend learning/ examfx
Jul 1999 - Sept 2010Vp, salesWhile in consecutive roles with both of these companies, I was instrumental in changing and growing the customer base of the company from a class-based service to a web-based training program through effective marketing and sales strategies. I worked directly with company leaders to drive new products and features. My role included developing an extensive network of distributors both B2C and B2B. Additionally, I oversaw the integration of change management initiatives, as well as policies, procedures, and programs I served as a member of the acquisition team. A few key contributions while in this role included: Successfully grew the company by over $9M by identify new opportunities to use complimentary software products and making it a standalone solution for classroom use. Acquired over 50% of new accounts and contributed to over 50% of the revenue collected by the company through effective sales techniques and processes, which were later implemented companywide. Effectively negotiated a $42M contract with Ascend Learning. Served as the company liaison in addressing sales related functions and implementation into the company’s footprint. Show less

Solidify software
Sept 2011 - Jan 2015Vice president of salesAs the Vice President of Sales for Solidify Software, I was responsible for directing all strategic leadership and revenue driven projects providing communication, enrollment, and administrative solutions for insurance carriers nationwide. My role was to drive company results through effective sales presences in the market. I oversaw the hiring and development of highly skilled sales team within the organization. Additionally, I analyzed employee strengths and talents, as well as trained all sales members on new sales techniques and company philosophy. A few key contributions while in this role includes: Restructured the company’s target market to include regional health insurance brokers that specialized in small and mid-size employers groups; led to increasing company sales by $3M over the first 18 months of implementing this strategy. Instituted a weekly meeting that included sales team and technical engineers to help bridge the gap between on sales challenges, strategies, and streamlining processes. Show less

License coach, bkl holdings, llc
Mar 2015 - Mar 2018Executive vice president/ license directorWhile in my position with BKL Holdings, I was tasked with restructuring not only the operations of the company, but also the company’s primary software programs and solutions. I orchestrated all training, and structuring of a new sales teams to deepen existing account relationships and expand into new markets. My role included collaborating with department leaders to develop new internal process, product features, and polices to align with company goals and objectives. Additionally, I implemented a new pricing strategies and sales channel to increase revenues. A few key contributions while in this role includes: Substantially grew the client base in the first two years by integrating a go-to-market strategy focused on both customer service and sales for the client while driving a premium brand solution into the market. Developed a formal sales hierarchy through detailed training and professional development programs for all team members. Personally oversaw a sales territory to better understand the needs of the customer and assist sales teams in overcoming obstacles in the market. Show less

Cgr/ tech surety
Mar 2018 - nowCo-ownerCGR is a national provider of insurance and mobile device repair. From phones to chromebooks, iPads to laptops, CGR has serviced them all. Founded in 2009 as a retail repair shop and reorganized in 2016 as a national repair depot to service its growing enterprise customers and the K-12 education market. In 2018 CGR partnered with a national insurance provider to bring insurance and repair all under one roof.

Wallis companies
Mar 2019 - nowBusiness development managerWallis Lubricants is a full-line authorized distributor of ExxonMobil lubricants. Providing best-in-class PVL products, solutions and service to OEM dealerships, installer groups and specialty shops. We take pride in delivering more than lubricants. We partner with our clients to help build their brand through unique marketing, promotions and programs.
Licenses & Certifications

Life and health insurance license

Property and casualty insurance license
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