Experience

LIMRA

• United States
• Financial Services
• 200 - 300 Employee

• Director, Annuity Research

  • Apr 2013 - Present

  Responsible for annuity and retirement income related projects such as LIMRA’s U.S. Individual Annuity Yearbook, LIMRA's Annuity benchmarking surveys, and running LIMRA’s Annuity Research Study Group. Work closely with our member companies to assist with requests and inquiries and provide insight into the annuity market to help them make informed business decisions. Responsible for annuity and retirement income related projects such as LIMRA’s U.S. Individual Annuity Yearbook, LIMRA's Annuity benchmarking surveys, and running LIMRA’s Annuity Research Study Group. Work closely with our member companies to assist with requests and inquiries and provide insight into the annuity market to help them make informed business decisions.



MetLife

• United States
• Insurance
• 700 & Above Employee

• Internal Wholesaler

  • Jun 2010 - Apr 2013

  Provided ongoing pre sales and marketing support to MetLife field agents to drive annuity sales Worked in a productive team environment with External Wholesaler, Internal Team Lead, and Internal Wholesaler to determine potential sales gaps and provided input and support to increase sales for the territory Provided ongoing pre sales and marketing support to MetLife field agents to drive annuity sales Worked in a productive team environment with External Wholesaler, Internal Team Lead, and Internal Wholesaler to determine potential sales gaps and provided input and support to increase sales for the territory



Wells Fargo

• United States
• Financial Services
• 700 & Above Employee

• Assistant Vice President - Financial Specialist

  • Oct 2005 - Aug 2010

  Responsible for multiple channels of business, including depositing gathering, loan generation, small business revenue, and investment production Exceeded production expectations to end up in the top 25% from 2007 through 2009 Successfully completed and maintained professional investment licenses, including NASD Series 6, NASD Series 63, NASD Series 65, & Connecticut Life & Health Insurance Provided clients with professional financial advice to meet and exceed their financial goals Show less



New Edge Networks

• United States
• Telecommunications
• 1 - 100 Employee

• National Account Executive

  • Jun 2004 - Oct 2005

  Created new business and revenue through various sales channels, including warm and cold sources Managed sales, implementation and processes for large national accounts Developed new business partnerships to drive over $1,100,000 in revenues for fiscal year 2004/2005 Member of the 2004 New Edge Networks President's Club for excellence in sales performance Created new business and revenue through various sales channels, including warm and cold sources Managed sales, implementation and processes for large national accounts Developed new business partnerships to drive over $1,100,000 in revenues for fiscal year 2004/2005 Member of the 2004 New Edge Networks President's Club for excellence in sales performance



DSL.NET, INC

• National Account Executive

  • Aug 2002 - Apr 2004

  Provided revenue growth for company through alternate sales channels Successfully created business relationships with channel partners and referral agents to drive over $1,000,000 in revenues for DSL.net in 2003 Improved sales process flow through analysis of sales and provisioning processes. Results reduced customer installation period and revenue for DSL.net Provided revenue growth for company through alternate sales channels Successfully created business relationships with channel partners and referral agents to drive over $1,000,000 in revenues for DSL.net in 2003 Improved sales process flow through analysis of sales and provisioning processes. Results reduced customer installation period and revenue for DSL.net



THE GILLETTE COMPANY

• Order Management Representative

  • Jun 2000 - Aug 2002

  Managed $50,000,000 in orders for Safeway account, insuring on-time and accurate deliveries on all orders Assisted Supply Side Coordinator in the development and implementation of analytical reports used by Field Sales and the Safeway account for accurate inventory management Designed and implemented SKU analysis for all National Food Team account Successfully merged Duracell and HBC Gillette business, including the combination of PO's to create efficient truckload shipments Recipient of CONA M.C.V award and Best in Class Team Show less