Topline Score

Topline score feature will be out soon.

Bio

Generated by
Topline AI

You need to have a working account to view this content.
You need to have a working account to view this content.

Experience

    • United States
    • Financial Services
    • 1 - 100 Employee
    • Wealth Manager
      • Jan 2019 - Present

      Advise clients on financial plans utilizing knowledge of tax and investment strategies, securities, insurance, pension plans, and real estate. Duties include assessing clients' assets, liabilities, cash flow, insurance coverage, tax status, and financial objectives to establish investment strategies. Advise clients on financial plans utilizing knowledge of tax and investment strategies, securities, insurance, pension plans, and real estate. Duties include assessing clients' assets, liabilities, cash flow, insurance coverage, tax status, and financial objectives to establish investment strategies.

    • Managing Partner
      • Aug 2015 - Dec 2018

      Premier Supply Chain Solutions was created to assist our customers in maximizing their supply chain efficiencies leading to improved value for their customers and improved financial performance for their business. Through consultative sales processes, our team works to identify the biggest areas of opportunity for your business. We then develop an action plan that delivers the best solutions for you that provide the strongest long term value for your business. By driving efficiencies in process flow, our solutions have a demonstrated history of providing real results to our customers. Let us bring that experience to bear for you.

    • United States
    • Aviation and Aerospace Component Manufacturing
    • 1 - 100 Employee
    • Vice President of Business Development
      • Aug 2014 - Jul 2015

      Led development of company’s supply chain management business segment. Created comprehensive solutions offering based on market needs with a focus on promoting outsourced supply chain management solutions that allowed customers to focus on their core competencies. Analyzed markets being served and identified areas of opportunity where customers were not being served effectively and developed new solutions to support those needs. • Developed comprehensive pipeline of high value, strategic opportunities to support long-term growth and profitability for company • Led campaign to drive productivity in hardware product line procurement that led to 30% reduction in overall hardware purchase costs while driving immediate revenue growth of $300K in a one month period • Championed and led team that developed a new E-Commerce site that provided a new forum for customers to sell excess and obsolete material to the market creating a new revenue stream for the business with limited upfront investment

    • United States
    • Appliances, Electrical, and Electronics Manufacturing
    • 700 & Above Employee
    • District Sales Manager, Mountain Region
      • Jun 2010 - Aug 2014

      Developed high impact regional sales team focused on selling value over cost. Grew sales for region by 30% over a 3 year period. Transformed the sales team in the region by developing a consultative sales approach focused on understanding the unique needs and direction of our customers and aligning the best possible solutions to support these needs. Led development of cross-functional process improvement team that improved overall customer experience globally. . • Grew sales in a slow economy by 30% over a three year period • Improved overall team’s performance review ratings by 28% in two year period through strong performance management practices • Reduced departmental expenses by 10% over a two year period

    • Aviation and Aerospace Component Manufacturing
    • 1 - 100 Employee
    • Director, Asia Pacific Sales
      • Oct 2004 - Feb 2010

      Consistently rated # 1 sales leader and performer within the organization. Created high impact sales team that grew annual sales from $25 Million to $75 Million. Through detailed analysis of the markets served, developed and executed specific strategies for each distinguishable sub-region in the territory. Utilized detailed market and customer analysis to cultivate and develop opportunities. Excel at understanding customer stakeholder needs at all levels to generate proposals that provide value over price. Place a strong reliance on Customer Relationship Management tools to manage both team performance and the regional opportunity pipeline. • Grew sales for territory by 300% over a four year period• Achieved a bookings to shipment rate of 180% ensuring long-term health for the region• Won over $50 Million in long-term business over a two year period• Developed strategy and execution plan to grow China market from $2 million to $30 million in annual sales over an 8 year period• Developed and managed channel partner strategy resulting in 35% growth year-over-year for the affected regions• Defined and staffed Sales organization for the region, including the development of a low-cost support center in Shanghai, China• Led team that transitioned back-end customer support activities from Bangalore, India back to core sales offices with headcount reduction of 40 associates

    • Product Line Director, Americas and Asia Aftermarket
      • Nov 2002 - Oct 2004

      Led creation of P&L structure for the product line. Developed comprehensive market segment strategies and service offerings that were able to be utilized across the entire business to drive profitable growth. Collaborated with functional teams to drive sales growth, margin expansion, cost productivity, and cash flow improvement. Drove reductions in product line expenses through a detailed review and understanding of both the product line and individual customer P&L’s.• Achieved 107% operating income results to plan in a depressed market• Improved Product Line Gross Margin by 3% points by focusing on increased sales of high margin products• Led campaigns that resulted in $10 million in incremental revenue for the business.• Reduced costs for the product line by 12% in an 8-month period.• Improved product line “voice of the customer” scorecards from moderate satisfaction to strong satisfaction in an 8-month period.• Championed initiative to outsource organization’s pricing methodology to a third-party Pricing Optimization Solution Provider.• Collaborated with other Honeywell divisions on business opportunities that resulted in $3 million in incremental, high margin business.• Led initiative that resulted in a $3.5 million reduction in customer receivables in a 3-month period.

Education

  • Loyola Marymount University
    Master of Business Administration (M.B.A.), Finance
    2000 - 2002
  • Loyola Marymount University
    Bachelor’s Degree, Business Administration
    1990 - 1994

Community

You need to have a working account to view this content. Click here to join now