I partner with clients to effectively tell their career story and ultimately transition to their dream career. Focus Areas:Telling your Career StoryResume Writing and LinkedIn Profile OptimizationWriting Effective Cover LettersInterview Prep / Mock Interviews

• Generating $233,236 in closed revenue in Q42023, which accounted for 99% of Seattle outbound revenue and 80% of all West Coast outbound revenue• Leading a team of 11 Customer Success Associates who prospect and generate pipeline for the leading provider of data and insights on the private markets, exceeding goals with 115% attainment • Promoted 5 CSAs to date including a perfect 4 of 4 during the Q1 2024 interview cycle • Ran enablement for Sandler cold calling, Challenger selling, and mobile optimization of sales email writing, leading all West Coast teams with a 93.9% show rate for booked meetings • Producing a new email sequence using Agoge methodology, which resulted in 38% more automation, and a 2.5% increase in open and reply rates• Achieving a perfect 100% manager satisfaction rate from the employee engagement survey• Emphasizing a growth mindset through weekly book club discussions, role play and improv sessions with feedback, and mindset development, fostering a reflective learning culture

• Generated pipeline through multiple methods of prospecting in coordination with a remote team of 10 commercial SDRs, resulting in record-breaking performance year-over-year (Stack Rank #1 of 4 managers).• Created SDR cold call Bootcamp to train all incoming SDR's in understanding the importance of phone prospecting and handling objections, increasing the qualified opportunities sourced per SDR by 40%.• Identified new and innovative ways to drive new customers into the company, leading record opportunities by 214% in total qualified opportunities and record pipeline value add by 210% in the commercial business unit.• Actively performed outbound recruiting, and interviewed 60+ candidates to establish a sales development team, scaling the SDR organization to twice the total headcount within 3 months.• Establishing the Sandler Selling System for cold calling and MEDDIC Qualification Framework

• Drove the highest level of SQO production through self-generation and executed a prospecting game plan with an SDR, winning the “FY21 H2 Shark Week” award.• Steered the entire sales cycle engagements with companies between 500 to 1500 employees, achieving over 100% of pipeline generation targets.• Articulated and positioned strategic advantages of DocuSign's business solutions, products, and services, exceeding quota attainment during the first 3 months of the ramp period.• Negotiated and secured sales with qualified prospects as well as existing clients, successfully executing a clear-cut mutual success plan and timeline for every deal.

• Prospected and closed new business while maintaining and growing existing customer relationships, earning President's Club as the Top 5% of AE's in quota attainment for the Healthcare and Medical Practices SMB sales team for FY2021 (Stack Rank #3 of 65)• Served as the member of the first Direct To Digital team in the entire company focusing on DocuSign Payments, leading DocuSign's fastest-growing business segment of FY’21. • Coached SDRs on prospecting, industry and use case research, and outreach campaign management to drive pipeline, achieving 135% FY’21 attainment, and 125% Q1 FY’22 attainment. • Analyzed the market's potential, tracked sales, and forecasted surpassed quotas and quarterly sales projections, accomplishing a 71% close won rate vs an organizational average rate of 45.91%.

• Headed, guided, and trained a team of SDRs and organized sales training and team building events for new SDRs, generating pipeline and achieving 113% FY’21 attainment, including Pinnacle Club FY’20, and FY’21.• Drove the entire sales enablement on Sandler and Challenger selling methodologies, generated new business, and created top-of-mind awareness, representing an increase of average opportunities sourced per rep by 32%.• Trained reps on an entire tech stack including Salesforce, Outreach, ZoomInfo, and LinkedIn Sales Navigator, allowing for full maximization of each tool for prospecting efforts.• Devised a playbook for successful outbound selling motion, setting the single-month record for SQO’s at 19Stack Rank #15 of 160Pinnacle Club 2020 ( Top 10% of Sales Organization )Pinnacle Club 2019 ( Top 10% of Sales Organization )Top Performer FY2020 Q1Leadership Award - FY2019 Q2People's Choice Award - FY2019 Q2

• Completing a 10 week intensive analyst training program in formal courses including financial accounting, corporate finance, Training the Street excel modeling, credit analysis, public speaking, and business writing• Communicating effectively with relationship managers and the external sales team including recommending cross-selling opportunities • Underwriting focusing on companies generating annual revenues of $10MM or greater• Spreading and analyzing financial statements using Moody’s Risk Analyst™• Presenting analytical findings in a complete and concise underwriting document to credit officers

• Ranked #9 of 200 nationally in Key Bank for investment sales • 239% to goal in acquisition of new consumer deposits • 178% to goal in small business lending • Acquiring new consumer and small business clients and manage an existing book of business to retain and grow profitable client relationships, through sales of investment, lending, and deposit products and solutions

• A 12 month rotational program with exposure to retail, private, business, and commercial banking segments• Presenting a capstone project on the "Acceleration of Confidence and Competence of Licensed Relationship Managers" to a team of Key Bank Executives from Cleveland and Oregon• Through various rotations, gained experience in financial services sales, consumer and business relationship management, customer service and branch operations • Successfully completed and earned Oregon Life and Health Producers license, Series 6, and Series 63

• Present public informational presentations at large recruitment events to prospective students • Provide customer service, troubleshooting and triage various student issues for college with over 2500 students, while maintaining federal laws on confidentiality• Use a Salesforce CRM system for scheduling priority student appointments with seven advisers

• Building brand awareness with College Millennial Consumers through creative marketing campaigns and social media outreach • Conduct 1,350 peer-to-peer trials showcasing and merchandising the newest Microsoft products and software

• Manage a $1.7 million equity portfolio with 25 members, specializing in the Consumer Goods sector• Prepare workbooks analyzing financial statements and calculating financial ratios in addition to a full company analysis to report in weekly group meeting • Value and analyze companies using Historical Value, Relative Value, and Discounted Cash Flow models• Performed equity research and conducted presentations on several companies: CSCO, MCRS, BIDU, AMZN, and CBS • Train new analysts in the Consumer Goods sector on fundamental and technical analysis

• Complete vendor sales and secure contracts with clothing retailers and boutiques • Promote brand awareness through promotional methods including guerrilla, event, digital marketing • Merchandising streetwear apparel and driving physical and online sales numbers

• Gather and evaluate economic, demographic and real estate market data• Prepare presentations, offering memoranda, proposals, and reports• Analyze occupancy, and leasing rates, along with sales comparables to prepare valuations of commercial real estate properties

• Training sales representatives on cold calling techniques, rapport building strategies, and closing methods for the goal of setting up quality appointments for Branch Managers • Providing customer consultations and estimates on exterior house painting• Preparing budgets and establishing a marketing plan for assigned sales territory • Generating a total sales revenue of $84,000 over 5 months with an average deal size of between $3000 - $6000