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

    • Security Specialist
      • Mar 2018 - Present
    • Account Executive
      • Feb 2017 - Jul 2017

      Account Executive - Maintained regular contact with current clients to ensure client satisfaction - Prospected target area for potential new clients and ensured risk/credit policies were met - Multi-tasked across multiple departments to ensure that all legal and credit documents were clear and understood on all levels - Negotiated new contracts to maintain company profitability - Collaborated with Territory Manager to establish action plans Account Executive - Maintained regular contact with current clients to ensure client satisfaction - Prospected target area for potential new clients and ensured risk/credit policies were met - Multi-tasked across multiple departments to ensure that all legal and credit documents were clear and understood on all levels - Negotiated new contracts to maintain company profitability - Collaborated with Territory Manager to establish action plans

    • United States
    • Financial Services
    • 1 - 100 Employee
    • Account Executive
      • Nov 2015 - Jan 2017

      Account Executive - Identified prospects utilizing creative lead generating techniques - Maintained contact with key customers to ensure high levels of customer satisfaction - Prepared action plans and schedules to identify specific targets - Established and maintained current client and potential client relationships - Achieved sales goals through strategically negotiating contracts and ensuring high company profits Account Executive - Identified prospects utilizing creative lead generating techniques - Maintained contact with key customers to ensure high levels of customer satisfaction - Prepared action plans and schedules to identify specific targets - Established and maintained current client and potential client relationships - Achieved sales goals through strategically negotiating contracts and ensuring high company profits

    • Manager
      • Jan 2015 - Sep 2015

      Manager - Trained and evaluated staff to achieve the highest efficiency for daily goals - Managed cash inflow and outflow for daily operations - Established relationships with small business owners to determine their funding needs - Enabled clients’ business to grow through marketing and expansion - Established risk and credit controls Manager - Trained and evaluated staff to achieve the highest efficiency for daily goals - Managed cash inflow and outflow for daily operations - Established relationships with small business owners to determine their funding needs - Enabled clients’ business to grow through marketing and expansion - Established risk and credit controls

    • Belgium
    • Financial Services
    • 700 & Above Employee
    • Relationship Manager
      • Jan 2008 - Jun 2014

      Relationship Manager - Maintained and improved relationships for over 30 dedicated clients with assets totaling 13.6 Billion - Analyzed credit risk of new client accounts to protect bank interests through detailed review of client history and financials - Created and achieved both cross/up selling goals and directives for current and prospective clients - Analyzed details of accounts to optimize greatest service/sales levels - Handled the creation of account plans and sales objectives through the SalesForce database - Acted as the central escalation point for the oversight and monitoring for urgent queries while maintaining contact across multiple departments - Ensured that a value-added service was provided through a pro-active support and follow-up of clients’ needs and expectations Show less

    • United States
    • Armed Forces
    • 700 & Above Employee
    • Personnel Specialist 2nd Class Petty Officer
      • Oct 2003 - Oct 2007

      Personnel Specialist - Maintained and entered data into Enlisted Service Records - Gained personnel to new commands, transferring personnel, preparing personnel for retirement/Fleet Reserve/separations - Provided enlisted personnel with information and counseling related to Navy occupations, opportunities for general education and job training, requirements for promotion, and rights and benefits - Assisted enlisted people and their families with special problems or personal hardships - Administered advancement examinations - Wrote official letters and reports regarding Departmental staff - Maintained payroll and accounting databases for disbursement and collection of government funds - Served on the In-port Emergency Team engaging in ship wide Damage Control - Effectively lead teams to organize resources contributing in successful ship operations Show less

Education

  • Penn State University
    Bachelor of Science (BS), Finance, General
    1999 - 2003

Community

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