Experience

TSG Wealth Management

• United States
• Financial Services
• 1 - 100 Employee

• Managing Director

  • Aug 2022 - Present



Edward Jones

• United States
• Financial Services
• 700 & Above Employee

• Edward Jones

  • Jun 2017 - Jan 2018



AT&T

• Carson City, Nevada

• Retail Sales Consultant

  • Dec 2015 - Jun 2017

  Top 1% of Salespersons nationally! Top 1% of Salespersons nationally!



Sunrun

• United States
• Renewable Energy Semiconductor Manufacturing
• 700 & Above Employee

• Retail Sales Specialist

  • May 2015 - Oct 2015

  Designed solar systems for clients and made in-home presentations to complete the sale. Additional Responsibilities included contact management, training new employees and time management. Designed solar systems for clients and made in-home presentations to complete the sale. Additional Responsibilities included contact management, training new employees and time management.



Pacific Material Handling Solutions

• Reno, NV

• Account Manager

  • Nov 2014 - May 2015



K&B Office Systems

• Washington D.C. Metro Area

• Sales Manager

  • Feb 2008 - Jun 2013

  - Designed proprietary filing system conversion methodology. - Called on new customers weekly. Made dozens of phone calls daily. - Managed workers in small groups and tasked them to be on time and under budget including costs of rework. - Worked with federal and state Government entities to estimate needs and present contracts on time and in the correct way. - Designed proprietary filing system conversion methodology. - Called on new customers weekly. Made dozens of phone calls daily. - Managed workers in small groups and tasked them to be on time and under budget including costs of rework. - Worked with federal and state Government entities to estimate needs and present contracts on time and in the correct way.



Ferrari-Lund Real Estate

• Reno, Nevada Area

• Residential Realtor

  • Jan 2005 - Dec 2007

  - Designed unique marketing strategies for each client to maximize profit on sales. - Specialized in getting contracts at above average commissions. - 75% Close Rate!! Industry average is below 20% nationally. - Designed unique marketing strategies for each client to maximize profit on sales. - Specialized in getting contracts at above average commissions. - 75% Close Rate!! Industry average is below 20% nationally.