Experience

First Century Bank

• United States
• Financial Services
• 1 - 100 Employee

• VP - Regional Account Executive - HOA Division

  • Sep 2022 - Present

  We make Property Management banking services less complicated for Community Associations. https://myfirstcenturybank.com/products/hoa-services/ We provide capital improvement loans, cooperative underlying mortgages, full-service lockbox, cash management and competitive deposit rates to maximize reserve funds for the Community Associations. We make Property Management banking services less complicated for Community Associations. https://myfirstcenturybank.com/products/hoa-services/ We provide capital improvement loans, cooperative underlying mortgages, full-service lockbox, cash management and competitive deposit rates to maximize reserve funds for the Community Associations.



Alliance Association Bank

• United States
• Banking
• 1 - 100 Employee

• Vice President – HOA Business Development

  • Nov 2021 - Jun 2022

  Provided specialized banking services to the Community/Homeowner Association Industry. Expertise in assisting Community Management Companies provide financial services to HOA's and Condo Associations, including but not limited to free lockbox service, CD's, loans, industry specific software and accounting support. - 2021 Q4 - Increased territory deposits by 19.96% or $4,881,568 through account growth - 2022 Q1 - Increased territory deposits by 15.18% or $4,452,105 through account growth and generated new business - Pipeline - multiple loans were in progress Show less



ManageGo

• United States
• Software Development
• 1 - 100 Employee

• Senior Vice President - Sales

  • Jul 2019 - Mar 2021

  - Responsible for the strategy, planning and implementing sales, marketing, and product development programs, both short and long range, targeted toward new and existing clients. - Recruiting, training, coaching, and managing sales team members. - Responsible for the sales support roles such as business development, account executives, client success manager and all other sales support roles. - Rode in field and travelled nationally for sales meetings and demos. - Responsible for the strategy, planning and implementing sales, marketing, and product development programs, both short and long range, targeted toward new and existing clients. - Recruiting, training, coaching, and managing sales team members. - Responsible for the sales support roles such as business development, account executives, client success manager and all other sales support roles. - Rode in field and travelled nationally for sales meetings and demos.



Hibu

• Advertising Services
• 700 & Above Employee

• Director - Sales Planning and Field Operations

  • May 2014 - Jun 2019

  - Partnered with 2 of 3 SVPs, and 9 of 15 RVPs for sales deployment, compensation, incentives, analysis and reporting, sales automation, system training and daily operations throughout the US. - Collaborate on organizational elements critical to delivery of company strategic initiatives. Lead team that provides analytical and operational support to regional sales leadership, both in high-level strategy and local market planning. - Communicate and report progress on digital expansion, other sales channels, telephone sales partner model, auto-renewal, etc. across regions for best practices.- Develop compensation strategies with competitive pressures and non-competitive markets.- Rode in the field 2-3 times per month to keep pulse of sales/sales management sentiment and market needs. Show less

• Head of Global Sales Development - Field Operations

  • Sep 2013 - May 2014

  Critical role in driving change, gaining consistency and consensus on, and lead execution of global sales initiatives. Position required significant sales, sales management, and sales operations experience, a thorough understanding of our business, and strong digital acumen to create and integrate new global sales processes across the 6 different GEOs.*As the company turned away from the Global direction, the focus then was on the US business. Moved back to Director - Sales Planning and Operations Show less

• Regional Marketing Manager - AGSM - Sales

  • Sep 2010 - Aug 2013

  Responsible for the day to day operations and future growth of three sales regions in NJ. Managed 3 Sales Managers, 3 Associate Sales Managers and 40+ Sales reps.- Prior Leadership had -17% Net Gain in 2010. Our Teams performance was as follows: 2011 = -11.5%, 2012 = -6.1% 2013 = -8.1%- Converted historic sales operations from “brick and mortar” to a more profitable virtual sales operation.- Rode 1 day/week to maintain local market atmosphere and coach sales rep performance and development.- Promoted to Head of Global Sales Development Show less

• Area General Sales Manager - Sales Planning & Field Operations

  • Sep 2006 - Aug 2010

  - Responsible for National and Regional sales planning & implementation of company initiatives by utilizing my 18 years of sales management experience.- Worked directly with the CSO, SVPs and VPs to create or modify compensation and objectives based on regional needs and initiatives. Completed the process from creating to presenting the compensation plans to the local sales consultants that would live by the plans.- Designed and introduced compensation plans for the DSM and AGSM Sales levels.- Instrumental in aligning the bonus components for the consultants, their managers, and the area managers. Prior to this, the consultants were being driven differently by each management level.- Worked with our systems design company to build a report to measure sales on a market basis verse a product basis. This was necessary to drive market based compensation plans.- Responsible for integrating 2 acquired companies, The Guide and Paradise Yellow Pages of Hawaii. Stabilized income & reorganized the sales channels based on company criteria. - Conducted Sales Reviews around the country to find specific areas of improvement & best demonstrated practices.- Rode in the field 2-3 times per month to keep pulse of sales/sales management sentiment and market needs- Steering Committee Member, representing sales and operations, for the design of our Sales Force Automation transition.- Presented at Top Team meetings to RVP's and Sr. Sales Executives. Topics such as, Market Based Selling, The New Sales Call, Effective One on Ones, Compensation and Performance, Campaign Pre-Planning, and Forecasting & Campaign Management to name a few.- Conducted Advanced Leadership Training for high potential Managers. - Managed a staff of 27 employees that were responsible for ~2600 reps or 60% of the sales force.- Averaged 70% travel.- 2 time President’s Club winner in this position- Accepted promotion to Area General Sales Manager – Sales Show less

• Regional Marketing Manager - AGSM - Sales

  • Apr 2000 - Aug 2006

  - Hired in to a Key Management position from the outside due to prior sales experience. Lead through vision and values, established direction, drove innovation, lead change, delivered results and provided course of action for the Company.- Initial key function was to develop an operating procedure for converting small neighborhood directories in to wide area, more profitable directories. Successfully accomplished which allowed the company to proceed with this strategy in a confident manner to convert the remainder of the company. - Rode 2-3 days per week to maintain local market atmosphere and coach sales rep performance and development.- Responsible for the day to day operations of two offices, Parsippany, NJ and Skillman, NJ. Each office would be responsible for 3 wide area directories while Skillman had 2 additional community books. Each office had 2 District Sales Managers, one Associate Sales Manager & ~ 17-20 reps each.- Responsible for the training and developing our District Sales Managers into full spectrum leaders within the company.- Increased revenues in the territory from ~$6.6M to $17M in 6 years through conversions and new launches. Instrumental in the development of the state of NJ to increase sales from $17.8M to ~$80M through various conferences to develop all DSMs and ASMs.- Involved with test programs for YB; Emailed query resolutions, IT/Sales development, introduced Microsoft Streets and Trips for sales preparation, sales report construction, etc.- Assisted RVP with development of his newly acquired Massachusetts territory while maintaining my responsibilities in NJ.- Involved with operational reviews for Long Island, and Boston. - Accepted promotion to AGSM Sales Planning and Operations Show less



Pinnacle Financial Corp./Patriot National Bank

• Greenwich, CT and Northern NJ

• Senior Loan Officer

  • Apr 1996 - Apr 2000

  - Sales responsibility for the Westchester, NY and New Jersey territories. - Started at $0. Total sales were $4,500,000 in 1996; $12,000,000 in 1997; $27,000,000 in 1998 and $31,000,000 in 1999. - Responsible for establishing wholesale lending relationships with Savings and Loan Institutions as well as developing referral contacts with Realtors, Attorneys, and Financial Planners. - Responsible for the analysis of potential clients’ financial condition and the design of individual programs which would maximize available credit for them. - 1998 sales Achievement Award; Highest sales originated by an employee. Show less