Experience

Mocentric

• United States
• Advertising Services
• 1 - 100 Employee

• Sales and Business Development Director

  • Dec 2015 - Present

  Greater San Diego Area



Cars Commerce

• United States
• Software Development
• 300 - 400 Employee

• Digital Media Regional Consultant

  • Apr 2014 - Nov 2015

  Greater San Diego Area • Work with Regional Sales Manager (RSM) and Director to create and implement a strategy to hit monthly and yearly revenue growth goals. o Assist manager with sales events, dealer events, and customer service initiatives. o Drove San Diego market to #2 ranking for the Western Region direct markets in 2014. • Work with and develop team members, get them involved with team projects and initiatives. o Conduct ride-alongs with team members and provide feedback for proper… Show more • Work with Regional Sales Manager (RSM) and Director to create and implement a strategy to hit monthly and yearly revenue growth goals. o Assist manager with sales events, dealer events, and customer service initiatives. o Drove San Diego market to #2 ranking for the Western Region direct markets in 2014. • Work with and develop team members, get them involved with team projects and initiatives. o Conduct ride-alongs with team members and provide feedback for proper coaching. o Mentor to junior rep in Alabama market. • Assist with interviews, hiring decisions and onboarding of new reps. o This included one junior rep and two senior level reps in the last year. • Completed Bill Joy Leadership & Management Training in addition to a Speaking for Impact Course. • Summer Sales Summit Presenter: Taught five rotating breakout sessions at bi-annual sales meeting. • Participate in leadership meetings at corporate office and lead weekly team calls/meetings.

• Digital Media Senior Consultant

  • Dec 2012 - Apr 2014

  Greater San Diego Area • Expanded existing coastal San Diego market share through a reputation management evolution, new franchise acquisitions, product upsell and challenger consulting techniques. o Achieved a 102% to goal for 2013 and refurbished relationships with many struggling dealers including a major Group, which generated four new dealership partnerships and counting. • Coordinated and collaborated with RSM and DMRC in order to have a proactive leadership role on the team. Assisted in coaching and… Show more • Expanded existing coastal San Diego market share through a reputation management evolution, new franchise acquisitions, product upsell and challenger consulting techniques. o Achieved a 102% to goal for 2013 and refurbished relationships with many struggling dealers including a major Group, which generated four new dealership partnerships and counting. • Coordinated and collaborated with RSM and DMRC in order to have a proactive leadership role on the team. Assisted in coaching and mentoring three new team members as well as continued training efforts with preexisting team members of various experience levels. o Assisted with an at risk senior level team member by rejuvenating her sales approach and joining her on four legged sales meetings. She was able to successfully turn -$15k in sales into $3k. • Continued demonstration of teambuilding and product knowledge by maintaining an open forum amongst company and developing a weekly peer to peer training. o Organized individually with teammates on educating, presenting, and mastering “7 Digital Sins”. Initiated a new training model based on “Letterman’s Top 10 list”. o Ranked #1 as most influential Chatter contributor for Team West for 2013 to present date. o Contributed best practices and new initiatives on reoccurring Director’s Calls.

• Digital Media Consultant

  • Jul 2011 - Dec 2012

  Greater San Diego Area • Developed and aggressively grew sales through prospecting, cold calls, and relationship development amongst low level employees to high level decision makers at major independent dealerships. o Achieved a 47% increase in total customer base in 2012 and won the 2012 November Market Share Contest. • Cultivated and maintained my market through consultative approach. Utilized teaching skills to inform dealers of the auto industry, online advertising market place, and other non-traditional… Show more • Developed and aggressively grew sales through prospecting, cold calls, and relationship development amongst low level employees to high level decision makers at major independent dealerships. o Achieved a 47% increase in total customer base in 2012 and won the 2012 November Market Share Contest. • Cultivated and maintained my market through consultative approach. Utilized teaching skills to inform dealers of the auto industry, online advertising market place, and other non-traditional forms of marketing o At the end of 2012, 93.3% of customers were under contract. • Earned Presidential Club distinction in 2012 for overall success in annual sales amongst all peers.



Verve Group

• United States
• Advertising Services
• 200 - 300 Employee

• Senior Manager - Finance and Operations

  • Jul 2010 - Jul 2011

  Encinitas, CA Leading local mobile advertising network and publishing platform serving local media around the globe. Senior Manager of Finance and Operations • Dynamic role promoting and delivering a scalable publishing platform and monetizing local publisher’s advertising inventory. o Utilize skill set to sell mobile web solutions, negotiate contract terms, and finalize new business. o Responsible for helping new partners build traffic, promote their mobile product offering, and create… Show more Leading local mobile advertising network and publishing platform serving local media around the globe. Senior Manager of Finance and Operations • Dynamic role promoting and delivering a scalable publishing platform and monetizing local publisher’s advertising inventory. o Utilize skill set to sell mobile web solutions, negotiate contract terms, and finalize new business. o Responsible for helping new partners build traffic, promote their mobile product offering, and create successful local advertising sales strategies. • Analysis of mobile traffic and revenue data to aid senior management’s vital business decision making. o Analysis is used to assist in the creation of marketplace feedback for mobile strategy, marketing collateral, sales presentations, and market case studies. • Provide operational support to various departments including accounting, publisher services, advertising delivery, human resources, investor relations, and sales. • Acting liaison between management and the technology team in ongoing mobile development projects • Built and maintain prosperous relationships at all levels with publishers, vendors, business partners, investors, and employees.

• Manager of Finance and Operations

  • Apr 2008 - Oct 2010

  Encinitas, CA Manager of Finance and Operations • Responsibilities included: formalizing payroll, establishing programs and processes for benefits, human resources, accounting, corporate finance, legal matters, and office management.



JPMorgan Chase & Co.

• United States
• Financial Services
• 700 & Above Employee

• Account Officer (held Series 7 + 63, FINRA)

  • Dec 2006 - Apr 2008

  Christiana, Delaware Catering to high net worth individuals, families, business owners, executives, endowments, and foundations. Account Officer • Established high-touch personal relationships with ultra high net-worth clients, private bankers and product partners, resulting in referrals for new business. o Partnered with banker and account officer to open over $100 million in various products including deposit, banking, brokerage, custody, and investment management. o Successfully integrated one… Show more Catering to high net worth individuals, families, business owners, executives, endowments, and foundations. Account Officer • Established high-touch personal relationships with ultra high net-worth clients, private bankers and product partners, resulting in referrals for new business. o Partnered with banker and account officer to open over $100 million in various products including deposit, banking, brokerage, custody, and investment management. o Successfully integrated one hundred and sixty referred client relationships obtaining over a thousand accounts to our team’s client book. • Worked on tailored teams that are aligned by banker and provide clients with a single point of contact for administration, inquiries, and transaction across all Private Bank products. • Performing routine to complex client requested activities on a daily basis such as: o Cash management/banking: Internal and external money transfer requests, credit processing, cash management, foreign currency exchange, wire transfers, HELOC, mortgage inquiries and processing. o Securities: Transfer of securities, handling physical & restricted stock conversion, charitable gifts of securities and/or cash, trade settlement assistance, corporate action responses, and proxy mailings. Show less



Verve Group

• United States
• Advertising Services
• 200 - 300 Employee

• Finance Intern

  • Apr 2006 - Sep 2006

  Washington D.C. Metro Area / Philadelphia, PA • Supported business operations of a start-up company by researching industry trends in the wireless communication markets and generated reports of my conclusions. • Analyzed and corrected pro-forma financial documents vital to the companies’ capital raising proposals. • Simplified the proposal pricing models for non-financial clientelepublishing customers.



Canape Catering

• Caterer

  • 2004 - 2006

  Greater Philadelphia Area



Philadelphia Gas Works

• United States
• Utilities
• 700 & Above Employee

• Risk Management Intern

  • May 2005 - Aug 2005

  Greater Philadelphia Area • Assisted staff in the Risk Management Department of the largest US municipally operated utility company. in the United States. • Checked property and casualty insurance policies and binders. Prepared renewal information and created loss runs and summaries via RiskMaster computer program.



Law Office of Slade & Slade, LLC

• Legal Intern

  • 2003 - 2004

  Leonardtown, MD