Experience

Accelerated Banking

• Financial Services
• 1 - 100 Employee

• Sr. Account Executive

  • Aug 2022 - Present

  -Qualified prospects through complex financial analysis -Built rapport quickly to foster mutually beneficial relationships -Presented detailed financial solutions through tailored problem solving -Converted sales and hit monthly quotas -Awarded salesperson of the month for November ‘22 and Rising star for ‘22 -Qualified prospects through complex financial analysis -Built rapport quickly to foster mutually beneficial relationships -Presented detailed financial solutions through tailored problem solving -Converted sales and hit monthly quotas -Awarded salesperson of the month for November ‘22 and Rising star for ‘22



FortuneBuilders

• United States
• Real Estate
• 1 - 100 Employee

• Account Executive

  • May 2017 - Dec 2020

  -Generated $2.5+ million in new revenue annually. -Proven track record of achievement through revenue quotas and client retention rates in excess of 115% of goal. -Enrolled new clients via consultative process, identifying upgrades to maximize client success and shorten time to value. -Managed offerings and improved retention with product containing an average sales price of $40,000. -Generated $2.5+ million in new revenue annually. -Proven track record of achievement through revenue quotas and client retention rates in excess of 115% of goal. -Enrolled new clients via consultative process, identifying upgrades to maximize client success and shorten time to value. -Managed offerings and improved retention with product containing an average sales price of $40,000.



Farmers Insurance

• United States
• Insurance
• 700 & Above Employee

• Agency Business Consultant

  • Dec 2015 - Nov 2017

  -Drove client retention by 13% increase annually via coaching agencies in cross-selling and client retention strategies. -Engaged in agency development with a focus on customer-centric best practices, while consulting on road map to success based on company KPIs. -Performed data analysis of agency metrics to deliver targeted solutions while strengthening competitive advantages. -Drove client retention by 13% increase annually via coaching agencies in cross-selling and client retention strategies. -Engaged in agency development with a focus on customer-centric best practices, while consulting on road map to success based on company KPIs. -Performed data analysis of agency metrics to deliver targeted solutions while strengthening competitive advantages.



Federal Financial Group

• Financial Services
• 1 - 100 Employee

• Sr. Account Manager

  • Feb 2011 - Nov 2015

  -Grew accounts through stellar advocacy by 25% YOY. -Maintained high level, trust-based client development via highly organized feedback to identify new opportunities to increase client success, monitor usage and feedback, and drive company revenue growth. -Consistently liaised with several internal departments including finance, accounting, operational strategy, and sales. -Grew accounts through stellar advocacy by 25% YOY. -Maintained high level, trust-based client development via highly organized feedback to identify new opportunities to increase client success, monitor usage and feedback, and drive company revenue growth. -Consistently liaised with several internal departments including finance, accounting, operational strategy, and sales.



Nextsource Trading

• Account Manager

  • Jun 2004 - Feb 2011

  -Increased client satisfaction and ROI by constant market research and disciplined strategies in excess of 20% YOY. -Performed complex mathematical calculations in service of trade design and risk management. -Analyzed portfolios to identify risk concerns and develop risk management strategies. -Secured high-value relationships through consultative communication, effective customer solutions, and promoting compelling business opportunities via account planning. -Increased client satisfaction and ROI by constant market research and disciplined strategies in excess of 20% YOY. -Performed complex mathematical calculations in service of trade design and risk management. -Analyzed portfolios to identify risk concerns and develop risk management strategies. -Secured high-value relationships through consultative communication, effective customer solutions, and promoting compelling business opportunities via account planning.