Experience

• 

  Signature financial partners, llc

  Jan 1997 - Jan 2013

  Sales manager

  Optimistic, high-level sales leader responsible for personal sales production in addition to recruiting, training and directing sales staff to exceed revenue targets and business objectives. Effectively handled multiple levels of management responsibility with minimal direction from superiors while supervising personnel, providing team leadership, motivation and development. Challenged to identify new market opportunities, revitalize dormant accounts, develop new marketing and business strategies to penetrate new markets and position the company for long-term growth.-Built multiple teams of sales representatives training them on numerous marketing and lead generation techniques including networking, cold calling, direct mail, seminars and referrals. Training included education on both company and competition products, coaching on the sales process, closing the sale and asking for referrals. -Skilled at working with employees to create personalized development plans through regular one-on-one reviews of skills and personal career goals; follow up to ensure that employees execute their plans in a timely fashion.-Innate ability to recognize team members' roles, responsibilities, strengths and weaknesses in order to improve and optimize team effectiveness.-Experienced performing all human resource management functions for those managed, including training, coaching, performance management, rewards and discipline.-Excellent analytic skills, creativity, project/time management skills.-Strong ability to lead negotiations, coordinate complex decision-making processes and strategies to overcome objections to closure.-Expert at delivering sales presentations to executive level clients and in the preparation of formal proposals and responses.-Regularly assessed the customer base to identify the highest-value customers and ensure that resources are assigned appropriately in order to inspire, reward, and maintain loyalty with key customers. Show less

• 

  Ameriprise financial services, llc

  Jan 2014 - Jan 2016

  Regional sales director

  Specialized business coach working closely with top advisors to grow and maximize their practices. Areas of focus: High value client acquisition, referrals, financial planning through Confident Retirement, practice efficiencies, and greater revenues through partnerships with product wholesalers and centers of influence.

• 

  Variplan, llc

  Sept 2015 - Aug 2016

  Financial planner

  Variplan is a nationally recognized , independent, fiduciary financial planning and consulting firm and a leading provider of fee-based retirement planning and management services to federal employees, retirees and their families. Detail oriented financial adviser responsible for providing affordable and unbiased advice to clients vital in making informed decisions, and maximizing the probability of achieving their goals.

• 

  United capital financial advisors, llc

  Sept 2016 - Jul 2019

  Vp - growth optimization
• 

  Goldman sachs personal financial management

  Jul 2019 - Mar 2024

  Vice president, deputy region head
• 

  Osaic

  Mar 2024 - now

  Vice president ria solutions - employee channel