Experience

• 

  Freedom Wealth Insurance And Financial Services...

  • President / Financial Professional
• 

  Freedom Wealth Insurance and Financial Services...

  • San Francisco Bay Area

  • President / Financial Professional

    • Jan 2024 - Present
    • San Francisco Bay Area
• 

  BNJA Insurance and Financial Services

  • San Francisco Bay Area

  • Financial Professional

    • Jan 2019 - Dec 2023
    • San Francisco Bay Area

    I am a successful financial professional with experience in all facets of performance services, strategy development and retirement services. Historically, I have had success providing financial services to clients, establishing insurance plans based on client need. I am talented collaborator wit...

• 

  Paychex

  • San Ramon, CA

  • Pacific Northwest Retirement Wholesaler

    • Jul 2012 - Jan 2019
    • San Ramon, CA

    Drawing on two decadesof strategic leadership and innovation, i deliver value to organizations across operations, cost control team productivity and project management functions. I am a trusted consultant to executive decisionmakers, coordinated with C-suite leaders, boards and senior management ...

• 

  ADP

  • Pleasanton, CA

  • Major Account District Manager - Retirement Services

    • Jun 2010 - Jul 2012
    • Pleasanton, CA

    I facilitated sales through account management, increasing regional revenues while maintaining quality control key accounts. I coordinated retirement plan analsis in alignment with sponsor goals, ensuring streamlined efforts leading to client satisfaction. I secured Series 6 & 63 Securities L...

• 

  Paychex

  • Pleasanton, CA

  • Retirement Plan Consultant

    • May 1999 - May 2010
    • Pleasanton, CA

    I directed the successful fulfillment of retirement planning for a wide range of clients, consulting efficient solutions for customers in managing retirement plans leading to long term satisfaction in addition to profit growth for company services.Few of my accomplishments include;* Ranked To...

• 

  DHL

  • Account Executive

    • Sep 1995 - Apr 1999

    • International Transportation Consultant, Custom Procedures, Logistics, Documentation• Increased Total Sales Revenue by $1.34MM, 63% Growth in Two and Half Years• Increased International Sales by $1MM, 65% Growth• Number One Sales Representative Northwest Region for 1997• Number Three Sales Repr...

• 

  UPS

  • Oakland, CA

  • Account Manager

    • Oct 1982 - Aug 1995
    • Oakland, CA

    • Increased Sales Revenue by 1.4MM in a Two Year Period • Obtained 67 New Accounts on the UC Berkeley Campus, $183,000 in Revenue• Top Producer in the International Sales Contest Among Entire Sales Force in 1994• Ranked 3 Out of 40 Students at National Account Executive School in Kentucky• Top in...