PROFILE * New Business Development * Consultative Sales Approach * Budget Oversight & Reporting * Strategic Account Planning * Staff Leadership & Training * New & Recurring Revenue * Marketing Performance * Competitive Analysis * Client Relationships * Strategic Negotiations * Accomplished Sales Leader, Bonafide Million Dollar Producer for over 20 years with an innovative approach to achieving significant business growth. Drove development and on-boarding of new clients. Recognized for building meaningful relationships focused on trust, communication, and client commitment. * Achieved and consistently sustained revenue growth quota in a Principal and Sales- manager capacity Strong record of hunting for new business with background in ?nancial services community. Identi?ed new potential revenue streams and opportunities in green?eld accounts. * Ensured successful market coverage, which included increasing awareness of offerings by identifying and developing strategies for securing new accounts and prospects maintained active pipeline of sales wins and opportunities. Demonstrated keen sense of business intellect to drive discussions in C-suite.

Highlights:

• Cold Calling
• Infrastructure Building
• Leadership
• Mutual Funds
• Sales Management
• Fund Raising
• Recruiting
• Retirement planning
• Venture Capital
• Due Diligence
• Cultural Change
• Million Dollar Producer