Experience

• 

  MaxVal Group, Inc.

  • Regional Account Director

    • Aug 2022 - Present

• 

  PatSnap

  • Milwaukee, Wisconsin, United States

  • Enterprise Account Executive

    • Jun 2021 - Jul 2022
    • Milwaukee, Wisconsin, United States

• 

  Consilio LLC

  • Milwaukee, WI

  • Regional Director

    • Dec 2019 - Jun 2021
    • Milwaukee, WI

• 

  CPA Global

  • Jersey
  • IT Services and IT Consulting
  • 700 & Above Employee

  • National Accounts Sales Manager

    • Jun 2013 - Dec 2019

    Focused primarily on Large Corporate and Law Firm account sales in the Midwest region of the United States. Responsibilities include the sales and expansion of CPA Global Software, Portfolio Services and IP & Legal Support Services.

  • Business Manager

    • Mar 2008 - Jun 2013

    Focus on sales of CPA Global Software, Portfolio Services and IP & Legal Support Services to the SMB market across North America.

• 

  E*TRADE Financial

  • Senior Mortgage Advisor

    • Jan 2005 - Mar 2008

    Responsible for sales of residential mortgage loans to E*trade Financial's exclusive client portfolio and outside residential leads. Managed and coordinated sales and processes with internal Financial Advisor teams and Underwriting.

• 

  Stanley Steemer

  • Commercial Sales

    • 2002 - 2005

    Developed and grew a commercial sales strategy for corporate clients across the Northern Virginia, Maryland & DC area. Worked with local branch management teams to understand their market and to successfully implement a commercial sales plan, which resulted in the growth of existing accounts and net new commercial business.

• 

  AOS/Lanier Worldwide

  • Account Rep

    • Jan 2002 - Nov 2003

    Managed a sales territory covering accounts in Northern Virginia and Washington DC with a primary focus on school districts and federal government accounts.

• 

  Enterprise Rent-A-Car

  • Branch Management

    • Apr 1999 - Nov 2001

    Recruited right out of college and rapidly advanced through the management trainee program to management level within first year. Primary responsibilities included managing a team of 4-12 employees, managing a fleet of vehicles, direct client sales, building business partnerships and maintaining exceptional levels of client satisfaction.