Experience

Crestmont Capital
• United States
• Financial Services
• 1 - 100 Employee
• Vice President of Finance

  • Aug 2017 - Present


Mopro

• United States
• Advertising Services
• 1 - 100 Employee

• Digital Marketing Consultant

  • Jan 2017 - May 2017

  Orange County, California Area



SolarCity

• Renewable Energy Semiconductor Manufacturing

• International Sales Development

  • Feb 2016 - Jan 2017

  Mexico City Area, Mexico • Launched residential sales program for homeowners in Mexico City • Optimized the sales process from generating lead to completing installation • Coordinated expo events generating over 500 leads • Mentored local salesmen to improve interpersonal skills and increase revenue for the company

• Field Energy Consultant

  • May 2015 - Feb 2016

  Greater San Diego Area • Sales of residential solar electric systems • Managed solar project from lead generation throughout county permitting and installation • Used CRM database to effectively conduct business Accomplishments & Accolades: •96th percentile of yearly sales revenue generation entire company - 2015 •Ranked #3 in power rankings for San Diego - 3rd quarter 2015 •Ranked #3 in solar installations in Southern California - December 2015

• Energy Specialist

  • Dec 2014 - Apr 2015

  Greater San Diego Area •First point of contact to help educate potential customers about solar energy •Responsible for identifying potential customer arranging customer consultations in their home Accomplishments & Accolades: •Ranked #1 in sales on West Coast - April 2015 •Ranked #4 in sales nationally - April 2015 •Set San Diego record for most sales in any given month •Set San Diego record for most appointments set in one day



LPL Financial

• Financial Services

• Data Analyst

  • Aug 2014 - Dec 2014

  •Quality Control: Performed thorough quality control and user acceptance testing in conjunction with the data mapping process •Data Mapping: Aligned complex business rules to the appropriate PDF form fields