Experience

Partners Capital Group

• United States
• Financial Services
• 1 - 100 Employee

• VP of Sales

  • Aug 2019 - Present

  We are a diversified financial services company that provides creative leasing and financing programs for our customers. We are a diversified financial services company that provides creative leasing and financing programs for our customers.



Queen City Grill

• 2201 1st Ave, Seattle, WA 98121

• MANAGEMENT/BUSINESS OPENING CONSULTANT

  • Apr 2017 - Sep 2018

  RE-OPENING OF ICONIC SEATTLE RESTAURANT Responsible for hiring and managing 15 front of house employees, setting schedules and training during the opening months of the restaurant Working with over 30 vendors, ordering, invoicing and P&L Face of the restaurant interacting with new customers and building relationships RE-OPENING OF ICONIC SEATTLE RESTAURANT Responsible for hiring and managing 15 front of house employees, setting schedules and training during the opening months of the restaurant Working with over 30 vendors, ordering, invoicing and P&L Face of the restaurant interacting with new customers and building relationships



Image Source, Inc

• United States
• Advertising Services
• 1 - 100 Employee

• Account Executive

  • Feb 2016 - Mar 2017

  B2B MARKETING FIRM SPECIALIZING IN BRANDED MERCHANDISE Responsible for business development initiatives by cultivating client referrals, creating business Partnerships, and accessing robust personal database of contacts Average weekly numbers: 10 meetings, 15 quotes, 5 quality referrals Averaged 7.5 new clients monthly, including Microsoft and Nike Learn all about client goals and aspects to lead creative marketing to find innovative and appropriate solutions for increased brand exposure. Created fun promotions to stay in front of clients and prospects, see example below: https://www.youtube.com/watch?v=dkvFNVxm67E&list=FLX-Lf_neq79Q-TzggUU0uVg&index=3 Manage relationships, build trust and add value through resourcefulness, timeliness and creativity Show less



Wells Fargo

• United States
• Financial Services
• 700 & Above Employee

• Home Mortgage Consultant

  • May 2007 - Jan 2016

  Member of top ranked consulting team that produced over 92 million in loans Responsible for business development initiatives by cultivating client referrals, creating business partnerships, and accessing robust personal database of contacts Our team received both regional volume and customer service awards Lead office in customer satisfaction ranking Member of top ranked consulting team that produced over 92 million in loans Responsible for business development initiatives by cultivating client referrals, creating business partnerships, and accessing robust personal database of contacts Our team received both regional volume and customer service awards Lead office in customer satisfaction ranking



Merril Lynch Inc

• United States
• Financial Services
• 100 - 200 Employee

• Financial Advisor

  • Mar 2010 - Mar 2012

  Responsible for asset growth and business development utilizing industry databases, networking and niche research Acted with integrity over personal gains, client first approach Recruited to high producing advisor team which managed over 300 million in assets Attained necessary financial and insurance licenses Daily client calls, portfolio reviews, continued education and lead generation Responsible for asset growth and business development utilizing industry databases, networking and niche research Acted with integrity over personal gains, client first approach Recruited to high producing advisor team which managed over 300 million in assets Attained necessary financial and insurance licenses Daily client calls, portfolio reviews, continued education and lead generation



0/8 Seafood Grill

• Bellevue, Washington

• Manager

  • Jan 2006 - Mar 2007

  Involved with the opening and running a 200 capacity restaurant Fully trained and worked with large team, which included developing a customized, detailed employee handbook, employee schedules Profitable menu items, entertainment, marketing to referral partners (concierge, service industry, etc.) Worked with daily financial reports: P&L, liquor and food costs, etc. Responsible for ensuring a quality customer experience by acting quickly and calmly to resolve issues, which can arise in a high paced work environment Show less