Description
Looking to use my skills and experience to help organizations increase efficiency while increasing profits. I am respected, well-qualified, dynamic, and innovative, top-producing business management professional with 14+ years of comprehensive experience building, developing, and leading high performance, high caliber sales and marketing divisions in competitive, fast-paced, customer-centric investment environments. Expertise in the project lifecycle of Fortune 100 companies from client-facing business development, to back office functionality. Advanced skills in analyzing client needs and recommending appropriate operational initiatives, investment placements, and CRM solutions. Recognized as a superior communicator able to inspire staff to consistently exceed expectations. Areas of Expertise include: New Product Development ~ Distribution ~ Personnel Training/Leadership ~ Presentations ~ Contract Negotiation ~ Financing/Banking Relationships ~ Financial Statement Analysis ~ Market Research/Valuation ~ Marketing/Sales Strategies ~ Client Relationship Management ~ Promotional Advertising ~ New Business Development ~ Private Wealth Management ~ Communication ~ Management Leadership ~ Problem Resolution ~ Staff Training ~ Salesforce Administration ~ AML Regulatory Compliance
Work Experience
| COMPANY | POSITION HELD | DATES WORKED |
|---|---|---|
| (Confidential) | Agency Managing Director/Principal | 1/2014 - Present |
| Ameritas Investors Corp | Managing Director | 1/2013 - 1/2014 |
| Prudential Financial Paramus/Edison | Management Consultant / Manager, Financial Services | 1/2012 - 1/2013 |
| Ameritas Investors Corp | Management Consultant / Vice President Of Business Development | 1/2012 - 1/2012 |
| Massmutual Life Insurance Co. | Agency Managing Director | 1/2010 - 1/2012 |
| Guardian Life Insurance, Co. | Field Vice President | 1/2009 - 1/2010 |
| Metlife Inc. | Agency Sales Director | 1/2006 - 1/2009 |
| East West Mortgage Inc. | Managing Partner Chief Operating Officer | 1/2005 - 1/2009 |
| Axa Advisors Llc | Financial Advisor/Registered Representative | 1/2005 - 1/2005 |
Accomplishments
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