Experience

Pinnacle Financial Services, Inc.

• United States
• Insurance
• 1 - 100 Employee

• Sales Director

  • Apr 2020 - Present

  Here at Pinnacle, we’re about partnerships, not titles. We build partnerships with each and every agent. Whether you’re an independent broker working from home or a large agency working multiple states, we want you to join the Pinnacle team.



EDSI

• United Kingdom
• Construction
• 1 - 100 Employee

• Business & Industry Specialist

  • May 2018 - Apr 2020

  Bristol, PA Develop and manage projects and workshops for employers and job seekers under contract with the Pennsylvania CareerLink®. Connect employers and job seekers through the development and maintenance of business to business interactions. Promote referral services to businesses by identifying labor needs and instituting incentivized training plans to gain and retain optimal talent. Assist employers by scheduling and overseeing recruitment events. Work with job seekers by utilizing career counseling… Show more Develop and manage projects and workshops for employers and job seekers under contract with the Pennsylvania CareerLink®. Connect employers and job seekers through the development and maintenance of business to business interactions. Promote referral services to businesses by identifying labor needs and instituting incentivized training plans to gain and retain optimal talent. Assist employers by scheduling and overseeing recruitment events. Work with job seekers by utilizing career counseling resources to sharpen skills for workplace re-entry. Show less



Paychex

• United States
• Human Resources Services
• 700 & Above Employee

• Sales Consultant

  • Dec 2016 - Apr 2018

  1100 Adams Ave Norristown PA 19403 Provide human capital management solutions for Payroll, Human Resources, Retirement, and Insurance Services for small to mid-size businesses. Exceed sales goals and accountable for maintaining relations with current clients. Responsible for the acquisition of new business through varied sales channels. Efficient in performing contract actions such as negotiating terms and conditions for new Paychex accounts and providing pre-award and post-award administration. Establish fair and reasonable… Show more Provide human capital management solutions for Payroll, Human Resources, Retirement, and Insurance Services for small to mid-size businesses. Exceed sales goals and accountable for maintaining relations with current clients. Responsible for the acquisition of new business through varied sales channels. Efficient in performing contract actions such as negotiating terms and conditions for new Paychex accounts and providing pre-award and post-award administration. Establish fair and reasonable pricing for Paychex and the customer utilizing established contracting procedures. Draft memo to file documenting procurement action for awarded contracts. Show less



Grimco, Inc.

• United States
• Wholesale
• 400 - 500 Employee

• Account Manager - Sales Specialist

  • Jan 2014 - Dec 2016

  Quakertown, Pennsylvania As an inside and outside sales specialist of a wholesale signage distributor it is my responsibility to provide recommendations and solutions for various projects my customers take on. I successfully meet and exceed sales goals by having a strong understanding of not only Grimco’s, but also the market’s top selling and basic product lines. Prioritizing deadlines of assigned tasks is essential to maintaining customer relationship management. Researching trends in the market through sales calls… Show more As an inside and outside sales specialist of a wholesale signage distributor it is my responsibility to provide recommendations and solutions for various projects my customers take on. I successfully meet and exceed sales goals by having a strong understanding of not only Grimco’s, but also the market’s top selling and basic product lines. Prioritizing deadlines of assigned tasks is essential to maintaining customer relationship management. Researching trends in the market through sales calls allows me to capitalize on future opportunities. Show less



Lincoln Heritage - AWG Financial

• Field Underwriter

  • Jun 2013 - Jan 2016

  Greater Philadelphia Area Lincoln Heritage Life Insurance is a leading provider of insurance products for seniors, specializing in Final Expense Insurance. We operate in 49 states with over $698 million in assets and more than $4.2 billion of life insurance in force. We are also an Accredited BBB Business with an A.M. Best Rating of A- (Excellent). As a family-owned company, Lincoln Heritage provides the old-fashioned, personalized service you deserve. When you call us, we answer with compassion and care —… Show more Lincoln Heritage Life Insurance is a leading provider of insurance products for seniors, specializing in Final Expense Insurance. We operate in 49 states with over $698 million in assets and more than $4.2 billion of life insurance in force. We are also an Accredited BBB Business with an A.M. Best Rating of A- (Excellent). As a family-owned company, Lincoln Heritage provides the old-fashioned, personalized service you deserve. When you call us, we answer with compassion and care — every time. We understand that you might be facing one of the most difficult days of your life and we’re here to make it easier. Every day, families just like yours breathe easier with the peace of mind afforded by Lincoln Heritage’s insurance policies and services. And true to our founding philosophy, we continue to earn a stellar reputation for generous, family-friendly practices, 24-hour claims service and prompt, hassle-free claim payments. Show less



LRP Publications

• United States
• Book and Periodical Publishing
• 1 - 100 Employee

• Sales Professional

  • Feb 2013 - Jun 2013

  Horsham, PA I developed relationships with education directors of school districts in order to keep them compliant with regulatory issues mandated by federal and state authorities. It was my obligation to help my clients realize the importance of having both legal and practical guidance available to them to build professional development in one convenient online resource.



SpotOn Inc

• United States
• IT Services and IT Consulting

• Business Consultant

  • Feb 2012 - Jun 2012

  I acquired new businesses in order to saturate the market with our social media product. My key function was then to develop these new accounts through training sessions with clients’ employees. I made sure the product was used effectively and efficiently to maximize each account’s advertising outreach and overall profit.



KEG1 Central Texas

• Wholesale
• 1 - 100 Employee

• Area Sales Manager

  • Mar 2011 - Feb 2012

  I managed the supply and demand of alcohol products to eighty-one off premise accounts in south central Austin. Ensuring customer satisfaction was achieved by building rapport with each client and making all packages and promotions available to each account. I peaked in performance while meeting and exceeding sales goals.



The Center for Family Business

• United States

• Project Manager

  • Aug 2010 - Jan 2011

  It was my obligation to seek out and interview small businesses in the area. The purpose of my project was to learn about each business and to highlight their best attributes via our website. This was a great way for the public to understand and support their community better.