Experience

ATP Restoration

• United States
• Construction
• 1 - 100 Employee

• Director Of Business Development

  • Jul 2018 - Present

  Life can be devastating. Rebuilding after a tragedy shouldn't be. Quality property restoration is both an art and a science and ATP Restoration brings both to your commercial or residential project.ATP Restoration offers full property restoration services including loss mitigation, construction services and consulting services.ATP Restoration is staffed by experienced industry professionals. Whether you need help navigating insurance claims, coping with a large scale loss or managing a complicated new construction project you can count on ATP to provide clear and useful consulting services.



CRDN General and Specialty Contents Restoration

• United States
• Insurance
• 200 - 300 Employee

• Territory Manager

  • Jul 2013 - Present

  Territory Manager of Sales and Client Relationship Management at CRDN of Kansas City. CRDN performs cleaning of textiles resulting from fire, smoke, water and mold damage. We work with insurance professionals and restoration contractors on a daily basis assisting their clients with their clothing and other textile cleaning needs. Territory Manager of Sales and Client Relationship Management at CRDN of Kansas City. CRDN performs cleaning of textiles resulting from fire, smoke, water and mold damage. We work with insurance professionals and restoration contractors on a daily basis assisting their clients with their clothing and other textile cleaning needs.



PuroClean Property Restoration

• United States
• Construction
• 1 - 100 Employee

• Owner

  • Oct 2009 - Jan 2013

  Responsible for managing all aspects of business performing water, fire, mold and bio-hazard cleanup services including:• P&L, budget, payroll and all financials• Marketing business to insurance professionals & property managers• Recruiting, hiring, training and managing employees• Managing supplies, equipment, and various inventoried itemsDeveloped and analyzed pro forma financial statements for business start-up determining the business could support continued growth resulting in a 50% growth in two years.Created marketing plan focusing on customers more likely to utilize services, initiating lunch and learn and various office meetings, building stronger relationships and increasing sales 100% in one year.



Morgan Stanley

• United States
• Financial Services
• 700 & Above Employee

• Vice President

  • Sep 2007 - Jul 2009

  Responsible for providing consulting to over 400 advisors in eight states and assisting with closing retirement plan services, including:• Training advisors on prospecting for plans and closing business• Assisting in closing sales with business owners and final decision makers• Facilitating client seminars on retirement planning and investment strategies • Initiated training program on financial planning tool to all advisors in territoryAssumed leadership of territory not previously serviced, building relationships with branch managers and incorporated rotation system of support, resulting in immediate growth of IRA and retirement plan sales, exceeding sales growth of 20% per month.Coached and mentored successful financial advisor to move business from strictly working with business owners to also concentrating on retirement plans, enabling advisor to grow business in excess of $10 million.



DWS Group

• Germany
• Financial Services
• 700 & Above Employee

• Vice President

  • Feb 1994 - Aug 2007

  Responsible for the distribution of product plans up to $20 million. Duties included:• Developing relationships with and educating financial advisors on product and prospecting• Facilitating meetings with business owners and decision makers• Analyzing current investment options for potential clients and developing investment options.Acquired underperforming sales territory with high employee turnover, building relationships and trust with large plan producers by providing marketing ideas and prospect lists, doubling sales in the first year.Created form and process for inquiring on and receiving accurate information for creating requests for proposals, enabling company to weed out plans not consistent with platform, saving time in the sales process and increasing percentage of sold plans in excess of 30%