Experience

Corporate Relocation International, LLC - CRI

• United States
• Human Resources
• 1 - 100 Employee

• Business Advisor

  • Jan 2023 - Present

  Carrollton, TX



Staples

• United States
• Retail Office Equipment
• 700 & Above Employee

• Account Manager

  • Nov 2021 - Nov 2022

  Lewisville, Texas, United States Customer retention, expanding lines of business and contacts making purchases on the account. 40 outbound calls per day. Book of business 200-250 accounts. Accounts spending between $10,000 and $100,000 annually. Acheived 115% to 125% of quota every month.

• Account Manager

  • Nov 2021 - Nov 2022

  Lewisville, TX



Generational Equity, LLC

• United States
• Financial Services
• 200 - 300 Employee

• Senior Business Advisor

  • Mar 2009 - Nov 2022

  United States As a Senior Business Advisor, I get the pleasure of assisting business owners with one of their most significant decisions: how and when to exit. My top priority is for you to gain the knowledge you need to exit on your terms – not someone else’s. I also want to make you aware of all your options and opportunities. It takes some work, but with the right planning and preparation you can have a plan to secure a legacy for your family for generations to come. It’s a pleasure to work… Show more As a Senior Business Advisor, I get the pleasure of assisting business owners with one of their most significant decisions: how and when to exit. My top priority is for you to gain the knowledge you need to exit on your terms – not someone else’s. I also want to make you aware of all your options and opportunities. It takes some work, but with the right planning and preparation you can have a plan to secure a legacy for your family for generations to come. It’s a pleasure to work alongside a passionate team of professionals at Generational Equity. With a wealth of experience across a vast range of industries no one understands business owners like we do. Click Below to Register for Our Conference or Watch A Conference Highlight Video Show less