Experience

Veristat

• United States
• Research Services
• 300 - 400 Employee

• Team Lead, Account Development

  • Nov 2023 - Present

  Remote Management to a portion of a CRO Account Development Team while building sponsor relationships and supporting advancement throughout the clinical development and regulatory approval journey. Maintains the high-performance of a portion of the Account Development team and plays an elemental role in achieving Veristat’s growth and RFP targets.

• Senior Account Development Specialist

  • Dec 2022 - Oct 2023

  Remote

• Account Development Specialist II

  • Jul 2022 - Dec 2022

  Remote - North Carolina Veristat, a global, specialty clinical research organization (CRO), enables sponsors to solve the complex challenges associated with accelerating therapies through clinical development to regulatory approval. With more than 26 years' experience in clinical trial planning and execution, Veristat is equipped to support any development program with a flexible approach. Our teams possess the right expertise for clinical program planning, trial conduct, navigating the regulatory approval process… Show more Veristat, a global, specialty clinical research organization (CRO), enables sponsors to solve the complex challenges associated with accelerating therapies through clinical development to regulatory approval. With more than 26 years' experience in clinical trial planning and execution, Veristat is equipped to support any development program with a flexible approach. Our teams possess the right expertise for clinical program planning, trial conduct, navigating the regulatory approval process, and ensuring post-approval safety surveillance. Contact me to learn more about our unique, scientific-minded partnerships and solutions.

• Account Development Specialist I

  • Nov 2021 - Jun 2022

  Remote - North Carolina Veristat, a global, specialty clinical research organization (CRO), enables sponsors to solve the complex challenges associated with accelerating therapies through clinical development to regulatory approval. With more than 26 years' experience in clinical trial planning and execution, Veristat is equipped to support any development program with a flexible approach. Our teams possess the right expertise for clinical program planning, trial conduct, navigating the regulatory approval process… Show more Veristat, a global, specialty clinical research organization (CRO), enables sponsors to solve the complex challenges associated with accelerating therapies through clinical development to regulatory approval. With more than 26 years' experience in clinical trial planning and execution, Veristat is equipped to support any development program with a flexible approach. Our teams possess the right expertise for clinical program planning, trial conduct, navigating the regulatory approval process, and ensuring post-approval safety surveillance. Contact me to learn more about our unique, scientific-minded partnerships and solutions.



EverythingBenefits (Everything Benefits was aquired by UKG)

• Sales Account Executive

  • Apr 2021 - Jun 2021

  Everything Benefits is a full service end to end benefits administration technology company. We currently partner with over 11,000 companies which translates into over 3 million users. Our solutions & services include benefits enrollment & management, carrier/401k connectivity, COBRA administration, Benefits reconciliation and much more! With our streamlined software & technology solutions, employees and employers have a smooth and effortless benefits experience. Our philosophy is simple –… Show more Everything Benefits is a full service end to end benefits administration technology company. We currently partner with over 11,000 companies which translates into over 3 million users. Our solutions & services include benefits enrollment & management, carrier/401k connectivity, COBRA administration, Benefits reconciliation and much more! With our streamlined software & technology solutions, employees and employers have a smooth and effortless benefits experience. Our philosophy is simple – technology should make life simpler, more rewarding and enjoyable! • Achieve or exceed monthly sales quota • Manage existing client relations as well as responsible for new client acquisition by engaging new clients & securing meetings & presentations. • Responsible for the entire Sales cycle • Research accounts to understand market fit & client need via video presentations and phone calls. • Track all individual sales activities for weekly, monthly and quarterly reporting and maintain sales database in CRM database. • Collaboration with the sales leadership, solutions engineers and marketing team • Communicate Product / Software value to clients • Actively and consistently support all efforts to simplify and enhance the customer experience. • Conduct sales needs analysis with new and prospective customers, including the development of client-centric product solutions. • Understand the communication needs of small and mid-sized business customers, and benefit admin. solutions to meet those unique business needs. • Contract & pricing Negotiations • Attend sales meetings and training sessions. Show less



Shutterfly

• United States
• Software Development
• 700 & Above Employee

• Sales Professional / Territory Sales Rep / Account Manager at Lifetouch National School Studios

  • Nov 2018 - Mar 2021

  Wilmington, NC Build and manage relationships with current and prospective accounts through scheduled sales calls and prospecting to promote Lifetouch Photography products and Lifetouch Yearbook Publishing programs as well as Shutterfly Fundraising Programs across multiple school districts Conduct marketing and branding initiatives for District Officials, Principals , PTA’s, and School Business Administrators • Identify and properly qualify business opportunities and leads to consistently achieve… Show more Build and manage relationships with current and prospective accounts through scheduled sales calls and prospecting to promote Lifetouch Photography products and Lifetouch Yearbook Publishing programs as well as Shutterfly Fundraising Programs across multiple school districts Conduct marketing and branding initiatives for District Officials, Principals , PTA’s, and School Business Administrators • Identify and properly qualify business opportunities and leads to consistently achieve metrics from the prospecting stage to the close of the sale. • Manage and Service territory accounts across 2 states and 11 counties. • Point of contact for inquiries for assigned accounts and responds accurately in a professional and timely manner. Escalates or resolves inquiries/issues as appropriate. • Successful negotiations for the completion of bids & contracts by emphasizing product/service features and benefits, pricing, commissions, and execution. • Leverage existing relationships and effective negotiations within current accounts to sell deeper. • Responsible for increasing/driving market share, revenue, growth, improving/creating brand awareness, strategic planning, customer acquisition & maintaining executive/administration relationships. • Promote Yearbook Publishing, Lifetouch Products, and Shutterfly programs across multiple districts/counties. • Educate key decision makers on publishing software and production through sales and software trainings. - Manage logistics of Photography team and scheduling of dates / start & end times for accounts. Management of photography team: ensuring schedules are adhered to, proper protocols are followed and the first point of contact for any issues that arise. - Coordination of RFP's to District & County Officials. Show less



New Hanover County Schools

• United States
• Primary and Secondary Education
• 700 & Above Employee

• Substitute Teacher

  • Aug 2014 - Oct 2018

  NC • Promote creative thinking skills through different teaching strategies • Implement and follow daily/weekly lesson plans. • Instruct, Tutor and mentor students. - management of behaviors within and outside of the classroom • Utilize resources/technology to enhance student education and understanding. Proctor exams. - Follow NC teaching Standards



American Security Mortgage Corp (NMLS# 40561)

• United States
• Banking
• 100 - 200 Employee

• Mortgage Banker NMLS # 111695 (Expired)

  • Jun 2008 - Dec 2013

  Wilmington, NC • Specialized in Home Mortgage products. (Conventional/FHA/USDA/VA Loans) • Develop and maintain referral relationships with various industry professionals. • Collect and analyze financial information (such as: pay stubs, tax returns and credit reports) from clients to determine eligibility and guide clients to the proper program to best suit their needs and perform risk management and assist with credit repair. • Coordinated closing process with Attorneys, Title Companies and… Show more • Specialized in Home Mortgage products. (Conventional/FHA/USDA/VA Loans) • Develop and maintain referral relationships with various industry professionals. • Collect and analyze financial information (such as: pay stubs, tax returns and credit reports) from clients to determine eligibility and guide clients to the proper program to best suit their needs and perform risk management and assist with credit repair. • Coordinated closing process with Attorneys, Title Companies and Government Clerks • Maintained Data / Information Compliance Standards per Federal Statutes, Privacy, and security requirements. - Pull credit reports to analyze and determine if clients meet Mortgage product guidelines and eligibility to move forward. - Determine Debt to Income ratios, order appraisals, surveys, etc. - Promoting / Selling the services of American Secuirty Mortage to local Realtors and Clients

• Mortgage Loan Processor

  • Aug 2005 - Jun 2008

  Wilmington, North Carolina, United States



Attorney Eugene B. Davis, Jr., PC

• Legal Assistant

  • Apr 1998 - Aug 2005

  Wilmington, North Carolina, United States • Managing and maintaining client files and documents; • clerical duties • Prepared and proofed legal documents and contracts with attorney supervision. • Organizing large real estate transaction files. • Drafted letters • Managed Attorney Schedule • Delivered papers to the courthouse or to other attorneys; • Court e-filing of documents • Preparing final title opinions - Prepare Settlement Statements (HUDS) and cut disbursement checks - Update and record Deeds and… Show more • Managing and maintaining client files and documents; • clerical duties • Prepared and proofed legal documents and contracts with attorney supervision. • Organizing large real estate transaction files. • Drafted letters • Managed Attorney Schedule • Delivered papers to the courthouse or to other attorneys; • Court e-filing of documents • Preparing final title opinions - Prepare Settlement Statements (HUDS) and cut disbursement checks - Update and record Deeds and Deeds of Trust Show less