Top-producing sales executive with 15+ years’ experience and proven ability to cultivate profitable relationships, drive organizational innovation while maximizing sales strategies and achieving organizational objectives.

COMPANY	POSITION HELD	DATES WORKED
Poupard Wealth Management	Principle	5/2010 - 9/2018

SCHOOL	MAJOR	YEAR	DEGREE
Seton Hall University	MBA-Management		Master Degree

Highlights:

National Account Manager of the Year Global Account Manager of the Year Achieved #1 in revenue production Financial Advisor Associate among (135 peers). Pacesetters Club-top 10% of asset gathering ad revenue generation. #1 National Sames Day sales.

Team Leadership
Coaching
Adaptable
Accountable
Sales
Data Analytics

• Business Development
• Financial Industry
• LinkedIn
• Sales
• High performance
• Tableau
• Data Analytics

Sales Team Management National Account Management Quota Attainment Market Research Data Analytics