Experience

AssetMark

• United States
• Financial Services
• 500 - 600 Employee

• Channel Development Manager

  • Mar 2022 - Present

  Denver, Colorado, United States



Airbnb

• United States
• Software Development
• 700 & Above Employee

• Business Owner - Airbnb SuperHost

  • Jun 2018 - Present

  Denver, Colorado, United States Design/build space for guest experience, target market on Airbnb. Awarded Superhost status at first review cycle and maintained since. 98% 5 star reviews with over 140 reviews.



ionlake

• Events Services
• 1 - 100 Employee

• Sales Manager, MyRepChat

  • May 2020 - Mar 2022

  Denver, Colorado, United States Account Management at startup FinTech with SaaS platform. Build relationships and drive adoption with RIAs and broker dealers at both enterprise and advisor levels. * Closed 900+ account subscriptions comprising enterprise agreements and individual users. * Manage 30+ enterprise accounts to increase adoption and strengthen firm relationships. * Built a new user communication process resulting in 40% increase in trial conversions. * Keen drive for improving UX through listening… Show more Account Management at startup FinTech with SaaS platform. Build relationships and drive adoption with RIAs and broker dealers at both enterprise and advisor levels. * Closed 900+ account subscriptions comprising enterprise agreements and individual users. * Manage 30+ enterprise accounts to increase adoption and strengthen firm relationships. * Built a new user communication process resulting in 40% increase in trial conversions. * Keen drive for improving UX through listening, feedback, and platform improvement. Show less



AiVante

• United States
• Software Development
• 1 - 100 Employee

• Sr. Sales Consultant

  • Nov 2019 - May 2020

  Denver, Colorado, United States Business development for startup FinTech with SaaS tool designed for advisors to deepen relationships by personalizing client healthcare expense projections for improved retirement planning.



National Planning Holdings (NPH)

• United States
• Financial Services
• 1 - 100 Employee

• Senior Advisory Business Consultant

  • Jan 2016 - Feb 2018

  Denver, CO Consult advisors to scalably and efficiently adopt rep managed solutions on WealthONE, an $18B advisory FinTech platform using Envestnet technology. Ran region with $4B+ AUM. * Advised on business drivers for greater advisory usage and delivered office technology efficiency and business best practices for better managing client investments. * Developed tools for advisors to better price and deliver client investments. * Team lead for platform operation improvements and… Show more Consult advisors to scalably and efficiently adopt rep managed solutions on WealthONE, an $18B advisory FinTech platform using Envestnet technology. Ran region with $4B+ AUM. * Advised on business drivers for greater advisory usage and delivered office technology efficiency and business best practices for better managing client investments. * Developed tools for advisors to better price and deliver client investments. * Team lead for platform operation improvements and technology/business best practices training series with 800+ attendees. * 2017 advisory sales at $6B - 33% above plan. Strategist Solutions at 55% above plan.

• Regional Advisory Consultant, WealthONE platform

  • Jan 2014 - Dec 2016

  Denver, CO Successfully organized and led Great Lakes territory for WealthONE advisory FinTech platform. Educated advisors to migrate their business model to advisory and broaden usage in their business mix utilizing technology efficiencies. Drove 40% greater market share. * Guided advisors on practice management through the transformation process. * Organized new territory with segmented focus on 150 advisors in a four-state rotation. * 2015 - Wholesaler of the Year and realized 180% of… Show more Successfully organized and led Great Lakes territory for WealthONE advisory FinTech platform. Educated advisors to migrate their business model to advisory and broaden usage in their business mix utilizing technology efficiencies. Drove 40% greater market share. * Guided advisors on practice management through the transformation process. * Organized new territory with segmented focus on 150 advisors in a four-state rotation. * 2015 - Wholesaler of the Year and realized 180% of Strategist sales goal. * 2014 - Achieved Strategist sales at 119% of goal which tripled sales from 2013.

• Business Development Consultant, WealthONE platform

  • Aug 2010 - Dec 2013

  Denver, CO Promoted onto startup team for new advisory FinTech platform initiative. Successfully organized and led West territory for WealthONE platform using consultative sales process for building advisor relationships. * Effectively managed platform partners for advisor relationship strategies and sales generation. Grew 30+ new producers and recovered former users. * 2013 - #2 ranked on a team of 10. Grew territory by 15% to over $125M in annual sales. * 2012 - Wholesaler of the Year with… Show more Promoted onto startup team for new advisory FinTech platform initiative. Successfully organized and led West territory for WealthONE platform using consultative sales process for building advisor relationships. * Effectively managed platform partners for advisor relationship strategies and sales generation. Grew 30+ new producers and recovered former users. * 2013 - #2 ranked on a team of 10. Grew territory by 15% to over $125M in annual sales. * 2012 - Wholesaler of the Year with team high 172% of new producer goal. * 2011 - Team high 206% of goal for existing producer and 150% of new producer goal.



Jackson

• United States
• Financial Services
• 700 & Above Employee

• Business Development Consultant, Variable Annuities

  • Mar 2008 - Aug 2011

  Denver, CO Grew variable annuity sales by prospecting advisors with no or limited relationships and former users. Coordinated focus with external and internal wholesaler team in two territories. * Developed over 130 brand new advisor relationships with over $55M in new production while supporting current producers. * 2010 results at 134% and 124% of plan. 2009 market share improved by 80% and 33%.



Ameriprise Financial Services, LLC

• United States
• Financial Services
• 700 & Above Employee

• Financial Advisor

  • Sep 2006 - Mar 2008

  Lone Tree, CO Transitioned client book and implemented business plan for serving individual investors. * Developed relationships with tax professionals to build a client referral system. * Formed Client Advisory Board for input on business development and client services.



Edward Jones

• United States
• Financial Services
• 700 & Above Employee

• Financial Advisor

  • Sep 2002 - Sep 2006

  Centennial, CO Built client book from scratch and opened new office providing financial services for individual investors. Proactively managed all phases of business development from prospect generation to client retention. * Developed and implemented marketing plans to grow client base. 95%+ retention.