Experience

Soren Transport

• United States
• Transportation, Logistics, Supply Chain and Storage
• 1 - 100 Employee

• • Aug 2014 - Present

  ▪ Leverage best practices to drive net income growth▪ Stay current with market trends▪ Refine & adjust company strategy▪ Increase headcount and quality of new hires▪ Improve on-boarding & continual development for all positions▪ Drive culture of high performance that is enjoyable

• • Apr 2013 - Aug 2014

  ▪ Drive direction and results of sales team▪ Conduct weekly sales meeting and regular one-on-one training▪ Represent firm at industry events▪ Product expert for teams and management

• • Oct 2012 - Apr 2013

  ▪ Initiate and develop institutional client relationships ▪ Provide variable strategic client solutions in domestic and international markets▪ Manage customer service and operations team members▪ Collaborate with multiple business units in solution implementation



Goosehead Insurance Agency

• United States
• Insurance
• 700 & Above Employee

• Account Executive

  • May 2009 - Dec 2012

  ▪ Top new business producer nationally in 2011 and 2012 ▪ In June 2012 became the highest producing agent in firm history ▪ Co-founded the firm’s first satellite office and championed new institutional relationship business model which has resulted in average employee productivity of 15 - 45% more than rest of firm ▪ Initiated and developed referral partnerships with institutions in real estate industry and complementary businesses in assigned geographic territory growing it 45% YOY for three years ▪ Drafted marketing literature for institutional referral program that improved new market growth ▪ Collaborated with executive management to create and serve in formal mentor program ▪ Managed personal and mentee expense accounts in relation to ROI requirement ▪ Product expert for teams and executive management ▪ Represented firm at lending industry trade shows and insurance carrier conference ▪ Selected to serve as a committee member for company market analysis and expansion for new market cities and regions ▪ Interviewed potential hires and taught modules to groups of up to 90 employees Show less



Merrill Lynch

• United States
• Financial Services
• 700 & Above Employee

• Financial Analyst Intern

  • May 2008 - Jul 2008

  ▪ Constructed socially responsible equity portfolio used by client that returned 3.6% and significantly outperformed the broader market in last four weeks of employment ▪ Collaborated with advisement team to increase assets under management 76% ▪ Scored 29% above the normal hiring hurdle on the Merrill Lynch financial aptitude test (FIAT) ▪ Gave presentations and drafted client newsletter requiring rigorous research and analysis ▪ Constructed socially responsible equity portfolio used by client that returned 3.6% and significantly outperformed the broader market in last four weeks of employment ▪ Collaborated with advisement team to increase assets under management 76% ▪ Scored 29% above the normal hiring hurdle on the Merrill Lynch financial aptitude test (FIAT) ▪ Gave presentations and drafted client newsletter requiring rigorous research and analysis