Consultant to CEO for Strategic planning and Implementation for a successful business

Custom single family, home building and renovations of residential properties from engineering site. Preparation to subdivision preparation to final construction as the builder and general contractor I oversaw projects from blueprints to finished products permit gathering meeting with inspectors and blueprints preparation’s additions, alterations, permits, well and septic design, etc. coordinating contractors and day-to-day operations

CEO, 20+ years of compounding experience in B2B and product sales, territory management,account growth, team supervision, and marketing for enterprise and client services.Strategic approach to territory and revenue optimization with experience buildingprofessional relationships and driving lead generation in developing markets. Conveyscomplex specifications and value-based solutions in ways that build trust andconfidence at all levels.Operational leader and partner with full decision-making, profit and loss accountability,human resource management, business development, and strategic planning for aNiche agencyStrong lead generation, adaptability, analysis, and customer focus that yields record-setting sales figures, new business, and retention.

Business to Business commercial Insurance, specializing in Program business, Commercial Coverage Solution, Knowlton, NJ | MANAGING PARTNER, DIRECTOR OF SALES/OPERATIONS 2013 – 2019Oversaw sales strategy and business development with key corporate accounts, lead generation for global and domesticcommercial clients, negotiation for products and services, and relationship building with clients. Mobilized 11 direct sales reportsto optimize and build opportunities for new customers and retain repeat business while leading business delivery, humanresources, accounting, office administration, and customer service operations. Successfully sold business as sole owner in 2019.Achievements:▪ Performed regular research and analysis of market trends, industry competitors, and sales strategies to boost salesmargins and identify key areas of improvement.▪ Developed reporting procedures to track sales lead generation, customer activity, account creation, and annual metricsacross the region.▪ Designed system for building referrals and handing off warm leads for sales conditioning among team of agents.

Business to Business commercial Insurance, specializing in Program business

Business to Business Commercial Insurance agency. Primarily designed to insure industry specific businessDeveloping niche insurance programs. Insurance Coverage Specialist, Hackettstown, NJ | PARTNER, DIRECTOR OF SALES 2009 – 2013Co-owner and partner in full solution insurance sales company. Drove sales strategy to build up to $7MM annually in gross sales(2019). Coached and trained employees to improve capabilities and KPI metrics with up-to-date product and service information.Directed customers in service activation, change management, policy upgrades, and sales. Took over sole ownership andoperational direction after partner’s death when business name changed to Commercial Coverage Solution.▪ Developed active B2B portfolio of major enterprise clients, growing and streamlining commercial coverage sales for nicheindustries, including trucking, towing, and garage companies.▪ Reimagined brand reputation through participation in community and local marketing events and public relations activities.Conceptualized and spearheaded multi-channel marketing strategies with print deliverables, volume pricing, andcustomizable programs.▪ Exceeded set monthly goals by sourcing new customer accounts, maximizing existing orders, and improving quality andcustomer service metrics, both individually and as a team.

Assigned territory to increase production of program business, UIS Brokers East, LTD, Elmsford, NY | PROGRAM PRODUCTION SALES 2000 – 2009Orchestrated all aspects of insurance program sales in New Jersey, Pennsylvania, Ohio, and Connecticut, including B2B contactproduction, program design, and sales. In addition to comprehensive tracking for production reports, purchase orders, and leadgeneration within territory, responsibilities also included developing numerous insurance programs for specific industries.

Branch manager. overseeing all phases of the operation . production output, Designed Coverage Corp of NJ, Hope, NJ | COMMERCIAL INSURANCE AGENT 1996 – 2000Spearheaded branch management processes, training, and oversight for all phases of operation and production output.