Experience

MarshBerry

• United States
• Investment Banking
• 100 - 200 Employee

• Director

  • Jan 2021 - Present

  As a member of our Financial Advisory team, I focus my time on new client relationships and project execution to clients in areas involving merger and acquisition advisory, organic growth best practices, financial management, valuation, perpetuation, talent acquisition and strategic planning.

• Vice President

  • Feb 2008 - Present

  Vice President and Consultant responsible for leading MarshBerry's peer exchange networks. Primary responsibilities are to oversee the delivery of partner benefits, new business, financial and organizational development, keynote presentation delivery,author of industry publications, strategic planning, sales management, and consulting within the insurance distribution system.

• Product Manager

  • Feb 2008 - Present

  Product Manager responsible for new business development, implementation, product design, and training for MarshBerry's proprietary sales management technology, the Sales Portal. The technology was designed to help insurance agencies and producers track and manage prospecting activities, new business production, hit ratios, referral activity, and critical sales analytics. The technology also provided service timeline and stewardship reporting automation that supported an insurance agency's value added service program and insured to broker relationship.

• Financial Analyst

  • Feb 2008 - Present

  Financial Analyst responsible for helping our consulting team complete agency valuations, perpetuation plans, cash flow models, sales management assessments, and strategic business plans.



PulteGroup

• United States
• Construction
• 700 & Above Employee

• Production Analyst

  • May 2006 - Aug 2007

  Supported Vice President of Construction in reporting and analysis of even flow construction best practices. Acted as the branch office’s champion for an internal workflow and scheduling software with included training and supporting over 100 employees and over 50 contractors. Supported Vice President of Construction in reporting and analysis of even flow construction best practices. Acted as the branch office’s champion for an internal workflow and scheduling software with included training and supporting over 100 employees and over 50 contractors.