Bio
Experience
-
Coldwell Banker
-
Greater Boston Area
-
Realtor
-
Oct 2016 - Present
-
Greater Boston Area
Certified Commercial Investment Member
-
-
-
-
United States
-
Financial Services
-
700 & Above Employee
-
ASSISTANT VICE PRESIDENT BUSINESS CONSULTANT
-
May 2016 - Jul 2016
• Merchant market leader at eight Bank of America financial centers. Collaborate with important bank partners to solicit new clients and deepen the business relationships with existing customers. • Develop skill builders for bank partners on best practices how to generate new leads, referrals, and prospects. • Coached bank associates how to position merchant solutions and overcome objections thru role playing with bank associates to increase appointments with bank clients. • Highly efficient in multi-tasking by strategical utilizing business partners to generate new revenue or service existing clients. • Gain knowledge on many banking products to leverage and expand financial centers relationships or products. • Maintain outstanding partnership with business banking to assist with high-net-worth clients. • Proven ability to effectively communicate with various associates on a weekly basis to review our; pipeline, schedule appointments, goals and new prospects. • Exceeded my business targets set each month, through an efficient process of follow up and follow through with clients and business associates.
-
-
ASSISTANT VICE PRESIDENT BUSINESS SOLUTION CONSULTANT
-
Jan 2015 - Apr 2016
• Develop an active pipeline through self-sourcing, cold calling and center of influence to bring in new revenue. Ability to solicit and identify business processing up to $30,000,000 and multiple locations. • Quickly learned how to analyze merchant statements in different industries such as retail,e-commerce, B2B, etc. • Successfully establish a schedule to manage a portfolio of 500+ accounts, prospect new business and add new accounts. • Maintained positive relationship with business owners that led signing new account when they opened additional locations or referrals.• Consult with business owners to customize solutions to protect their business from credit card fraud, cyber hacks, and data protection. Educate business owners how to identify key risk so that they can train their employees.• Present business solutions to business owners that will provide a solution that solves or help day to day business operations, sales, marketing or accounting, etc. • Assist business owner upgrading their technology with Clover that is an all in one point of sales system that integrates marketing, accounting, labor cost, inventory management or gift cards. It allows the business owner to save time, money, increase revenue, etc.
-
CENTURY 21 SHAWMUT PROPERTIES
-
Boston, MA
-
LICENSED SALES ASSOCIATE
-
Apr 2007 - Mar 2015
-
Boston, MA
• Market seller’s property to ensure broad exposure to potential buyers/investors using Century 21 marketing strategies. Generate numerous referrals through multiple networking channels.• Market and sell residential and commercial properties throughout the Greater Boston area, working closely with buyers, financial institutions, sellers, realtors, and attorneys. Obtain listings through referrals, direct mailing, and cold calling.• Coach sellers and buyers throughout the real estate process. Facilitate active communication with other agents, buyers, sellers, mortgage officers, and attorneys involved in the real-estate transaction.• Develop comprehensive knowledge of real estate market, methods to accurately evaluate homes, and techniques to expedite and affect the successful closing of sales.
-
PEPSI BEVERAGES COMPANY
-
Wilmington, MA
-
ACCOUNT MANAGER
-
Sep 2003 - Dec 2014
-
Wilmington, MA
• Successfully manage 120 accounts in a highly dynamic and challenging urban territory. Responsible for driving strong business results; volume, market share, revenue, providing marketing material; while maintaining existing accounts and creating new accounts. • Drove daily to 20 accounts such as independent convenient stores, restaurants, colleges, wholesalers, vendors, hotels and national corporate retail stores.• Surpass 2013 annual volume plan by 8,060 cases of 165,385 and awarded The True Blue Award in 2013. Increase annual sales in 2014 over 1,724 cases verse prior year; while reducing product returns. • Forecast weekly inventory level in individual accounts which I reorder the appropriate number of products. Schedule delivery within a 24hrs or 48hrs to ensure accounts doesn’t run out of stock. Manage product displays within accounts and efficiently communicating with the delivery drivers to ensure customer satisfaction and executing. • Negotiate annual customer development agreement in forty individual retail accounts. Project future volume through strategic planning to develop the best CDA for a particular account.• Presenting annual agreement to the owner or manager that deepen and expand the business relationship. Support my restaurant owners during contract renegotiation.• Operate in a fast-paced environment with exceptional time management skills that regularly lead year after year growth in sales, volume, profitability and market share from local and national promotions. • Establish a positive business relationship with customers, drivers, co-workers, equipment repair technicians and management team to maximize efficiency in business development, customer service, and delivery service. Respond quickly to issues with delivery, payment, invoice, service, equipment or product issues.• Trained in safety policy and procedures in the warehouse, CDA driving, EPA and proper movement to avoid injuries.
-
-
Education
-
1998 - 2003BENTLEY COLLEGE
Bachelor of Science in Management, Minor in Behavioral Science
Suggested Services
This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection
Industry Focus. “Real Estate”
Need a custom project? We'll create a solution designed specifically for your project.
References
Social Profiles
Community