• Since 2020, excluding a mega account, drove a 17% increase in revenue, from $11.8 million to $13.8 million at an average margin of 38% • Since 2020, excluding a mega account, grew new sales to existing or new customers by an average of $1.8 million per year at a 49% average margin.• Designed and executed a strategy for improved operational efficiency through changing customer buying behavior. This program has increased revenue per line and gross profit per line shipped by 135% since rollout.• In Q4 2023, began developing a print, digital, social media and advertising communication plan designed to increase the brand awareness of Bossard’s value add service model in my market. Plan rollout slated for May 2024 culminating in a June open house for current and prospective customers.• Since 2019, began shifting the 164 tail customers constituted of non-strategic, low revenue, transactional relationships, towards more profitable outcomes or different service providers. To date, I have shed 59 tail customers and are in discussion to transition 20 more. • Completed Bossard’s two-year global leadership and key account development program. Currently enrolled in the KAD Buddy Coach program.• Coached Customer Relations Representatives on using value based selling concepts to optimize customer purchasing habits.

Beta Gamma Sigma is the international honor society serving business programs accredited by AACSB International - The Association to Advance Collegiate Schools of Business. Membership in Beta Gamma Sigma is the highest recognition a business student anywhere in the world can receive in a business program accredited by AACSB International.

• Synthesize project information and accurately establish project scope.• Develop strong working relationships with stakeholders at all levels to build consensus.• Lead and coordinate project teams of up to 10 members.• Solve critical issues in a time-sensitive environment.• Analyze, synthesize and draw conclusions from disparate data sets.• Prepare and present findings to Partners for inclusion in final client deliverables.• Uncovered over $4 million in cost saving opportunities for asset manager client.

• Developed and maintained relationships with clients’ executive management teams to position the bank as a strategic service partner.• Advocated for clients to address complex service issues and implement appropriate solutions.• Consulted with internal stakeholders to develop account plans that ensure long term client satisfaction and revenue growth.• Led, managed and deployed multi-faceted global operational efficiency and revenue generating initiatives. • Led a team of developers in creating software using Agile framework that turned 3 hours of manual work into a 30-minute effort. • Created and implemented a division wide service penetration database used to profile and identify new revenue opportunities inherent in existing clients.• Managed Voice of the Customer feedback and provided Executive Management with suggestions for divisional best practices for remediating service issues.• Successfully managed the onboarding of a large and complex mutual fund family from a competing service provider resulting in $5 million of new revenue.