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Driven, focused, and knowledgeable Strategic Leader with 20+ years of experience and a proven ability to lead others and oversee daily sales operations within fast-paced environments. Experienced in managing key client accounts, completing sales/financial forecasting, diffusing escalated client service situations, and coaching/training staff members. Highly adept in improving operational revenue in addition to maintaining strong communication with co-workers, staff, clients, and members of executive management.

Key Account Management Client Pipeline Development Situational Leadership

Client Retention P&L Management Increasing Brand Awareness Sales Forecasting

Financial Planning/Budget Design Territory Management Profit Growth/Margin Protection

  Directed day to day operations within a fast-paced environment with a focus on increasing productivity and operational efficiency levels

  Oversaw all mortgage product which included first mortgages, refinances, and HELOCs which required meeting with potential clients and assisting existing clients with lending questions

  Assisted clients with pre-application preparation, built positive relationships with the Top 5 Realtors within the county, and coordinated training seminars within the community

  Led sales operations within the region for a successful insurance agency which centered on prospecting and contacting potential large clients with 500 employees or more

  Utilized superior communication abilities to build rapport with Human Resource Managers which resulted in building the most appropriate benefit package for their organization

  Created and taught fusion training courses to new sales team members, provided both individualized and group training, and diffused escalated client issues

  Awarded Rookie of the Year (2010), achieved sales of over $200 thousand (2010), and obtained all available sales awards which included the bronze, silver, and gold star awards (2010)

AIG Seasons/US Bank/ING 2000-2010

  Managed marketing and sales operations within the independent financial planning division along with bank and regional warehouse organizations located in the mid-south region

  Consistently built positive relationships with key stakeholders such as Morgan Keegan, Hilliard Lyons, Securities America, H&R Block, LPL, Raymond James, and Wells Fargo

  Successfully raised over $800 million in capital, acted as the Keynote Speaker at several industry conferences, supervised a team of 4 team members, and turned around under-performing territories

Additional Experience Includes: President/Founder, Phoenix Footwear Company (1998-2000) and Vice President/CMO, Deckers Corp. (1993-1997)