Bio
Experience
-
SKJ Financial, LLC
-
Sarasota, FL
-
Owner
-
Jul 2012 - Present
-
Sarasota, FL
Tax free retirement plans, Medicare Advantage Plans
-
-
-
-
Software Sales
-
Jul 2008 - Jul 2012
SalesInside sales of stock market trading software to individuals. Price point ($5,000) requires strong phone closing skills. Responsible for following up leads generated from trade shows and the internet. Designed and implemented training program for new clients on the use of the software and...
-
-
-
-
Owner/President
-
May 2005 - Jul 2008
-
-
-
-
VP
-
May 2002 - May 2005
Started company as vice-president. Sold my stock in 2002 in exchange for starting branch office. Managed independent branch; Responsible for managing every aspect of branch officePersonal volume $30 to $40 million per yearBranch volume $40 to $60 million per year
-
-
-
-
LOAN ORIGINATOR
-
Jun 2001 - Apr 2002
Responsible for taking incoming calls to quote mortgage rates and conditions in order to originate mortgage loans for the company.Became the company's #2 producer within first 3 months.Generated over $170,000 in revenues for the 8 months with the company.
-
-
-
-
SALES CONSULTANT
-
Jun 1999 - Jun 2001
Ranked by INC. magazine as the 55th fastest growing private company in the U.S. in 2000 INC. 500 and by Deloite and Touche as the 2nd fastest growing tech company in; Inside sales of investment software to individual investors ($3,500-$4,000 per program) utilizing the internet and live appointmen...
-
-
-
-
Owner / Commercial Maintenance
-
May 1991 - Jun 1999
Relocated my family to start this company from scratch and successfully built it to 12-15 employees. Acquired wide range of business skills including: bookkeeping, accounting, payroll, employee management, and contract negotiations. Gained great experience in customer and employee relations tha...
-
-
Education
-
Oklahoma State University
-
University of Oklahoma Tulsa extension
Suggested Services
This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection
Industry Focus. “Management Consulting.”
Need a custom project? We'll create a solution designed specifically for your project.
References
Social Profiles
Community