Experience

Atlantis Sportswear Inc.

• Printing Services
• 1 - 100 Employee

• Sales Manager

  • Mar 2023 - Present



Greenville Federal Bank

• Tipp City, Ohio, United States

• Vice President Of Business Development

  • Jan 2022 - Mar 2023

  Direct all hiring, training, performance management, scheduling, KPI tracking, reporting, and productivity planning at a growing financial institution. Coach employees on best practices for sales and service to build a high-performance team. ► Generated $230K in new revenue within 6 months by training the team on best practices in sales, prospecting, negotiation, and objection handling ► Streamlined inter-team communication by setting up Monday.com as the new contact management system ► Created innovative trainings for 30 staff and identifying future leaders to support professional development ► Enabled 5 individuals to earn promotions into managerial roles through strategic coaching and mentoring ► Recruited and onboarded 5 new sales professionals, and accelerated their ability to contribute to the organization ► Established a blast calling process where team members shared the bank’s story in the community to drive awareness, build the brand, and generate new leads Show less



Littleton & Twin Mountain/Mt. Washington KOA Campgrounds

• Twin Mountain/Littleton, New Hampshire, United States

• Owner, Sales & Operations Manager

  • Aug 2016 - Oct 2021

  Purchased 2 campgrounds and personally led all sales, strategy, and operations management functions. Innovated and implemented plans to boost revenues, reduce expenses, and ensure top guest experiences. ► Led a team of 30 employees at the Twin Mountain / Mt. Washington campground ► Trained and coached 16 employees at the Littleton / Franconia Notch campground ► Catapulted revenue at Twin Mountain from $400K to over $1M through strategic sales and marketing plans ► Doubled the income at Littleton / Franconia Notch from $300K to $600K ► Implemented sustainable processes for growth and then sold both parks to a private equity firm ► Sustained a perfect score on the last quality inspection after spearheading a $1M expansion project over 5 years ► Achieved a Net Promoter Score (NPS) of 92 while maintaining an 85% return customer metric for both parks Show less



Morgan Stanley Wealth Management

• Beavercreek, Ohio, United States

• Senior Vice President

  • Apr 2010 - May 2019

  Increased revenues while delivering superior customer service through exceptional personal production and sales team management. ► Built a book of business from $0 to $300M in AUM with 300 loyal clients ► Mentored 3 associates and helped them increase their production rate by 200% in 3 years ► Invited to the Master’s Club, which recognizes the Top 5% of brokers after reaching over $1M in production ► Initiated and led weekly sales meetings to improve the efforts of 45 wealth advisors ► Maintained Series 7, 63, and 65 securities licenses as well as an insurance license ► Collaborated with portfolio managers to design strategic, tailored financial plans to meet individual client needs Show less



Edward Jones

• United States
• Financial Services
• 700 & Above Employee

• Investment Representative, Firm Partner

  • Nov 1996 - Apr 2010

  Led the full sales cycle from prospecting through closing before being tapped for a leadership role within the firm. Recruited, trained, and retained top talent individuals while personally outperforming all sales goals. ► Developed a $250M book of business through exceptional sales and client relationship management skills ► Increased revenue by 15% in 1 year and maximized office efficiency by designing and delivering engaging motivational and training sessions for the staff ► Selected to enroll in 3 leadership development classes, 1 of which took place at Harvard Business School ► Played a critical role in the state naming of a highway after a key client, going the extra mile for customer service ► Recruited 35 brokers to join the firm and served as a key sales mentor to all new hires ► Expanded the region by 300% in 3 years by coaching 15 financial advisors to outperform yearly goals ► Secured spot in the Million-Dollar Production Club (firm’s highest honor) and was invited to the annual Top Producer’s Meeting for 7 consecutive years based on performance metrics Show less