Reports Specialist

• Mar 2020 - Present

Consultant

• Feb 2016 - Feb 2020

RIA channel development. RIA channel development.

Vice President, Corporate Communications

• Sep 2014 - Aug 2016

- In a newly created position, identified needs and desires and created the marketing literature for webcasts, conferences and sales appointments.- Elevated the public face of the company by creating a new website from the ground up, continually authoring fresh content and tagging for SEO. - Spearheaded and substantially improved the quality of the monthly fund reports for each of the seven funds using Adobe Creative Suite and Adobe In Design.- Created the firm's first sales training video for the financial planners.

Business Development

• 2010 - 2013

- Identified new prospects for business development and built relationships. - Identified new prospects for business development and built relationships.

President

• 1996 - 2008

- Increased sales fourfold from approximately $45 million per annum to approximately $175 million per annum, and market share increased from 27% to 51% of the equipment leasing sales for all public leasing programs in the country. - Managed growth.- Promoted from sales to sales management in 2002.- Transformed a low-morale sales team into a high-morale sales team by establishing a fair and level playing field with equal opportunities and measurable yardsticks. - Clearly conveyed to the sales team a vision for the future with a focus on sales, eliminating distracting secondary goals. - Implemented a mentoring program to foster cross-territorial cooperation and training. - Instituted weekly training through roleplaying. - Coached, developed and motivated a team of 21 including SVPs, VPs and Marketing Directors. - Produced accurate sales projections, which is something no predecessor had accurately done.

Regional Marketing Director

• 1993 - 1996

- Assumed responsibility for the wholesale marketing and sales of equipment leasing direct investment funds within a region in conjunction with a field representative.- Developed sales skills and instincts. - Boosted the Midwest region from 7th out of 7 to 3rd out of 7 in first year. - Scheduled, booked and planned events and banquets. - Assumed responsibility for the wholesale marketing and sales of equipment leasing direct investment funds within a region in conjunction with a field representative.- Developed sales skills and instincts. - Boosted the Midwest region from 7th out of 7 to 3rd out of 7 in first year. - Scheduled, booked and planned events and banquets.

Product Manager

• 1989 - 1992

- Authored marketing literature for the wholesale marketing of equipment leasing direct investment funds, elevating the prior standard and making the body of literature a model which other companies replicated. - Authored marketing literature for the wholesale marketing of equipment leasing direct investment funds, elevating the prior standard and making the body of literature a model which other companies replicated.