Experience

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  Whitehall financial solutions

  Jan 2004 - Jan 2006

  Sales/finance representative

  Whitehall is the foremost leader for practice management in the medical industry. They conduct seminars all over the world geared towards the D.D.S. profession and the D.C. Profession. Whitehall Management consults with thousands of doctors, studied successful practices around the world and spoken to over 18,000 health care professionals about practice development and wealth accumulation.

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  Cunningham financial group

  Jan 2005 - Jan 2009

  Managing partner

  Cunningham Financial Group (CFG) is a leading national financial company offering businesses, individuals, and institutional clients a wide range of financial products and services. CFG’s products and services include guaranteed investment and retirement solutions, life, health and business insurance, estate planning, certified public accounting, tax preparation, practice management coaching, and institutional planned giving consultation and solutions, among many others.

• 

  Cunningham consultants

  Jan 2010 - Jan 2012

  Consultant (virtual)
• 

  American express

  Jan 2011 - Jan 2022

  Cultivate partnerships with Corporate and Business Clients through entrenchment of value proposition to C-Suite within the portfolio. Drive profitable management, growth and retention of targeted middle market portfolio for automated expense solutions and B2B payment solutions for financial system integration and costs savings. Responsible for developing New GPO/AP Automation strategies to grow and deliver value to client relationships while working across key partners including Business Development, Supplier Enablement, Product Marketing, Contracts, Pricing, Finance, Operations and other internal groups to deliver strong value proposition the portfolio Highlights:Proactively provide expertise on policies, benchmarking, and recommendations to optimize programs, reduce costs and drive efficiency for client.Ability to gain in-depth understanding of client needs, to develop and execute a client-focused account plan with limited support and guidance.Cultivate and deepen Client relationships through regularly scheduled Account Reviews.Deploy value proposition utilizing Commercial Card and B2B Expense Management knowledge for entrenchment of business relationship.Influence and innovate to overcome complex client barriers, resolve escalated issues, and manage internal stakeholders.Overcome Risk and Credit challenges retaining top clients Proactively provide expertise on policies, benchmarking, and recommendations to optimize programs, reduce costs and drive efficiency for clients Pokaż mniej Centralized Acquisitions Team;-Responsible for promoting the suite of American Express Global Corporate Payment Solutions in the middle market business segment.-Provide personalized consultations with C-level executives, implement tailored payment solutions to increase efficiency and cut costs, ultimately resulting in a better bottom line for their business.-Identifiy and understands trends and activities in the external market / industry and the impact on AXP.-Interpret financial information to identify profitability drivers and other factors impacting business performance.-Drives the best match between AXP products and services and customer/client requirements Pokaż mniej

  • Manager, Account Development- GPO/AP Automation

    Jan 2016 - Jan 2022

  • New Business Development Consultant

    Jan 2011 - Jan 2015
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  American express

  Jan 2022 - now

  • Manager, Business Development-West Region

    Jan 2024 - now

  • Sr. Manager, Digital Sales

    Jan 2022 - Jan 2024