Business development and sales management professional with more than 29 years of financial service industry experience including sales and account management in the field, covering territories across five states. Recognized as a team-builder and mentor and for the proven ability to acquire new business, develop and maintain relationships, and build out sales territories. Coordinate and execute a regional sales plan with account development managers and internal wholesalers. Thrive in a challenging external sales management environment. Excellent negotiating and influencing skills, with exceptional product portfolio knowledge.

Highlights:

• Management
• Defined Contribution
• Mutual Funds
• Account Management
• Business Development
• Business Plan
• Cash Flow
• Financial
• Financial Services
• Pipelines