Account Manager

• Aug 2021 - Present

Consulting Manager

• Mar 2020 - Sep 2021

Consulting Practice Operations Manager for Technology Consulting & Advisory Services Consulting Practice Operations Manager for Technology Consulting & Advisory Services

Agency Sales Director & Partner

• Nov 2017 - Mar 2019

Agency Sales Manager

• Mar 2015 - Nov 2017

Sales Recruiting Manager & Agency Consultant

• Apr 2013 - Mar 2015

• Consult local insurance agency owners in business growth plan development, implementation, and execution to exceed quarterly revenue growth goals and maximize return on capital investment. • Establish new business marketing and client retention systems alongside agency owners to optimize marketing and advertising budget spending for greatest increase in monthly sales metrics. • Develop financial management tools and processes with agency owners to allow greater analysis and insight into profitability and drivers of revenue growth with an emphasis on staff ROI and productivity. • Coach and train existing sales force in their respective marketing skills and sales approaches to improve new business conversion ratios, client retention, and product density metrics while concentrating on positioning the agency in a consultative and advisory relationship with clients. • Registered Principal with Series 6, 63 & 26 licenses. • Licensed Insurance Agent with P&C and L&H with Variable Contracts endorsement. Show less

Commercial Credit Analyst

• Jan 2011 - Apr 2013

Assist with commerical loan process by analyzing current credit and financial information of individuals and/or firms to determine the degree of risk involved in extending credit. Credit analysis includes: pro-forma projection and forecasting; sensitivity analysis of profit and expense margins; impact analysis of trade management on operating cash; UCA cash flow analysis; RMA industry benchmarking. Assist with commerical loan process by analyzing current credit and financial information of individuals and/or firms to determine the degree of risk involved in extending credit. Credit analysis includes: pro-forma projection and forecasting; sensitivity analysis of profit and expense margins; impact analysis of trade management on operating cash; UCA cash flow analysis; RMA industry benchmarking.

Senior Loan Officer

• Mar 2009 - Dec 2010

Daily phone contacts to present and potential clients.Establish and maintain strong relationships with multiple clients and business contacts.Sell various products to present and potential clients.Develop goals to meet and exceed client's needs.

Loan Officer

• Jun 2008 - Mar 2009