Altec Industries, Inc. Pomona, Ca. January 2012 – January 2021Account Manager Outside Sales / Heavy Equipment Sales Produced sales of products and services in a designated territory. Utilized skills in territory management, account management, and time management, to consistently meet yearly quotas. Performed sales calls, delivered presentations, and demonstrated equipment to counties, cities, and contractors.  Assisted in establishing quotas, pricing, forecasting, developing and administering the customer alliance, warranty resolution, receivables collection.  Worked with engineering, sales, marketing and operational personnel to develop responses to customer RFPs. Assessed potential application of company products and/or services and offer solutions to meet customer needs. Researched and presented reports showing potential customers the cost benefit of purchasing Altec products or services. Provided technical training to clients and communicate customer feedback for future product development. Used technical knowledge of product offerings to support and build sales.

Developed call plans, performed sales calls and face-to-face meetings at the C-leveland secured contracts for services for 5 western states.* Worked with engineering, sales, marketing and operational personnel to developresponses to customer RFPs.* Relied heavily on to utilize solution selling to sell products and services tocommercial, industrial, government, and institutional customers, while negotiating dealsand managing a long-lead sales cycle to a close.* Established credibility with customers, partners, suppliers, market influencers, uppermanagement, and fellow salespeople to ensure achievement of goals.* Able to sell ESCO solutions and to articulate financial and strategic sales concepts tosenior decision makers. Ability to build relationships at the most senior level.* Experienced in selling energy related solutions, including Energy Savings PerformanceContracts (ESPC), to technical personnel, while selling strategic and financial solutionsto senior management.Accomplishments: Generated energy efficiency revenue for the company by establishing newbusiness opportunities with existing customers, prospecting for new customers, developingnew relationships, and ultimately securing business contracts to achieve aggressive annualsales plans of over $4 M.

Rendered investment advice and financial planning services to individuals andbusinesses.* Helped clients maintain the desired balance of investment income, capital gains, andacceptable level of risk by using proper asset allocations and short or long termstrategies.* Assisted clients in the planning and arrangement of their financial affairs, such assavings, retirement provisions, tax treatment, and wills.* Created budgets, forecasts, taxation strategies, and asset allocations using stocks,bonds, and money markets to ensure proper funding through retirement.* Determined what percentage of assets to withdraw in retirement, and how to securefunds.* Presented in 401k enrollment sessions for Spanish speaking audience, and assisted withenrollments.Accomplishments: Build own book of business of $6 M of assets under management throughcold calling, professional networks, seminars, and marketing campaigns in a bear market.

Responsible for managing a portfolio that generated over $85 M a year in sales for theorganization.* Met face to face with key decision makers to influence their assessments on investmentsrelated to energy efficient equipment.* Performed energy audits to identify energy saving measures in refrigeration, HVAC,lighting, compressed air, and motors.* Delivered Southern California Edison's programs and electric energy services to largecommercial customers, and recommended participation and the installation of energyefficiency technologies.* Worked closely with various Customer Service Business Organizations, Public Affairs,Law Department, Billing & Credit, Third Parties and other corporate resources toeffectively address customer issues.* Presented energy efficiency measures and financial impacts to key decision makers.* Educated business customers, through presentations of up to 100, on how to save energywith lighting, air conditioning, refrigeration, and motor recommendations.* Worked closely with management, supervision, and colleagues to ensure the achievementof departmental goals, while increasing customer satisfaction, strengtheningrelationships, and developing new business opportunities.Accomplishments: Improved the participation of large commercial office buildings inenergy efficiency programs from 72% to 89% in the first two quarters of 2002. Participation levels remained in the high 80% levels while in that position.