Experience

Worknet Staffing

• United States
• Staffing and Recruiting
• 1 - 100 Employee

• Staffing Coordinator

  • Jun 2014 - Present



Westaff New Orleans

• New Orleans, Louisiana

• Business Development Manager

  • Sep 2011 - Jan 2013



StoneRiver, Inc. - A Sapiens Company

• IT Services and IT Consulting
• 100 - 200 Employee

• Regional Account Executive

  • Apr 2008 - Jun 2011

  • Sold SaaS compliance software solutions to financial services companies, including top 10 firms. • Collaborated with C-level executive management and other decision-makers at enterprise firms to develop solutions that facilitate compliance with FINRA, Insurance, and other regulations. • Generated new business leads and obtained appointments with prospects to demonstrate RegEd’s solutions. • Conducted sales via telephone, on-site meetings, and webinars. • Sold SaaS compliance software solutions to financial services companies, including top 10 firms. • Collaborated with C-level executive management and other decision-makers at enterprise firms to develop solutions that facilitate compliance with FINRA, Insurance, and other regulations. • Generated new business leads and obtained appointments with prospects to demonstrate RegEd’s solutions. • Conducted sales via telephone, on-site meetings, and webinars.



Kaplan Financial

• Branch Account Executive

  • 1996 - 2007

  Kaplan Financial Services, formally BISYS EDUCATION SERVICES- Job Title, National Account Manager. Duties included selling financial compliance software and educational tools to securities firms, broker dealers, banks, insurance companies and other financial institutions. Maintained current client base and grew revenues within the Northeast territory. Worked with licensing and compliance specialists to obtain signed contracts to manage their continuing education programs. Sold… Show more Kaplan Financial Services, formally BISYS EDUCATION SERVICES- Job Title, National Account Manager. Duties included selling financial compliance software and educational tools to securities firms, broker dealers, banks, insurance companies and other financial institutions. Maintained current client base and grew revenues within the Northeast territory. Worked with licensing and compliance specialists to obtain signed contracts to manage their continuing education programs. Sold pre-licensing materials to the insurance and securities industries. Handled customer service issues, acted as a liaison between client base and our technical department. Made outbound sales calls to prospective clients to procure new business opportunities or to up sell to current client base. Set up appointments for online demonstrations and presentations of online business solutions. With my tenure with BISYS I worked all of the territories in the United States. Show less Kaplan Financial Services, formally BISYS EDUCATION SERVICES- Job Title, National Account Manager. Duties included selling financial compliance software and educational tools to securities firms, broker dealers, banks, insurance companies and other financial institutions. Maintained current client base and grew revenues within the Northeast territory. Worked with licensing and compliance specialists to obtain signed contracts to manage their continuing education programs. Sold… Show more Kaplan Financial Services, formally BISYS EDUCATION SERVICES- Job Title, National Account Manager. Duties included selling financial compliance software and educational tools to securities firms, broker dealers, banks, insurance companies and other financial institutions. Maintained current client base and grew revenues within the Northeast territory. Worked with licensing and compliance specialists to obtain signed contracts to manage their continuing education programs. Sold pre-licensing materials to the insurance and securities industries. Handled customer service issues, acted as a liaison between client base and our technical department. Made outbound sales calls to prospective clients to procure new business opportunities or to up sell to current client base. Set up appointments for online demonstrations and presentations of online business solutions. With my tenure with BISYS I worked all of the territories in the United States. Show less