Succession Path: Account Executive Manager | 2010 – 2016 ( Director, Sales Development | 2016 – 2019)I first focused on strategically enhancing sales and customer retention. I on-boarded 100 new account executives within two years. Our operations quickly became larger than the consolidation of the next three competitors. As a result of this focused effort, I built us a reputation as an industry leader. On the employee development side, I expanded the sales staff to 200 account executives, developed 20 sales training modules for the new hire process, and instituted a call coaching and on-going mentoring and support program for the entire sales group. Furthermore, I participated in downsizing the firm between 2012 and 2016 while producing the highest average gross profit margin per account executive and maintaining morale within the office. I also administered an IRA rollover program with multiple benefits.Noteworthy: * Rated among TOP 15% of individual sales professionals while overseeing 15 account executives.* Ranked among 200 top producers for IRA sales.* #1 among seven Account Executive Managers in individual production.* Recognized by the Chairman and President as the “go-to” IRA training person for all personnel.Value offered:* Reduced training times by 10%.* Grew leads by 20% against prior campaigns through six new email and print ad campaigns.* Devised a sales program conducive to generating 20% of existing sales; exceeded expectations by 100%.* Reduced competitor sales by 10% within the initial year of implementing an order retention program.* Implemented a lead segmentation program for producers with a 10% sales enhancement in three months.* Increased gross profit margins for account executives by 20% between 2010 and 2012.* Created 100’s of $100K+ sales producers.

I recruited independent life insurance agents and CPAs and ensured a smooth sales pipeline. Overall, I built the national wholesale team. I quickly attracted three firms to provide the initial funding by presenting a value-laden private equity presentation deck and establishing three independent sales regions, each led by a regional sales manager. In addition, I devised customized marketing programs and strategies for 16 managing directors conducive to creating an uncontested market space within the independent annuity sales channel.Highlights * Expanded America’s national IRA Centers™ distribution network and pertinent licensee network by 40%.* Increased utilization by 30% through streamlining operations and created scalable marketing programs.* Authored a 50-page sales and lead generation manual for independent agents and accountants.* Hosted eight recruiting events in one year with 15 agents/accountants and $200K+/event in production.* Increased response rate to recruiting events by 25%, and reduced costs by 10%.

Succession Path: Director, National Sales Development, AVP of the Seminar Systems Unit, VP, Regional Sales Operations / Institutional MarketingAt Jackson National, I served in multiple senior level capacities. I improved the operational process efficiency for the Sales Desk, led five divisions supporting institutional and regional broker-dealers nationwide, and ensured all targets were met. As a part of my role, I established partnerships including one with Wachovia, as one of the sales distribution channels (with #1 ranking in growth among all new partners).Further, I presented new sales and marketing strategies, created new service offerings, and managed the consolidation and transfer of the Sales Desk operations from Santa Monica to Denver. Further, I supported the external wholesalers servicing industry leaders i.e. UBS, Wachovia, Wells Fargo, 5/3rd and Linsco/Private Ledger Corp. Value Delivered: * Administered $2.4M in expenses and directed 80+ wholesalers, sales directors, and administrators.* Grew wholesale business from 14 to 44 territories and regional broker-dealers from 24 to 30 territories.* Enhanced call activity by 40% and increased virtual meetings by 50%.* Customized the Salesforce system with a two-fold increase in the number of seminars.* Saved $350K by devising a business plan for an award-winning seminar system and development program.

While at the Army, I oversaw the development of the smart card system for the US Treasury in the Balkans and processed contract payments valued at up to $100M and sustained 10,000 military and civilian personnel on peacekeeping missions in the Balkans. I was involved in creating training plans for 150 staff members, monitoring equipment valued at $30M+, as well as sanctioning $15M for NATO activities. I also attended Combined Arms & Services Staff School.Noteworthy:* “Best Ever” rating for planning and financial controls* Received three Commendations* Recognized as a top performer among 11 Commanders in Bosnia and Kosovo* Instituted a Quality Assurance Program judged as Best of All units* Enhanced readiness by 30% and instituted a training plan for chemical defense readiness for 2,000 personnel in Germany streamlining manpower by 75%