Self employed-Managed financial planning related to investments, taxes, wills and trusts. Studied for Series 7 license.Primary caregiver-Managed care at a distance and in person.

Achieved 100% client retention by analyzing market trends, understanding client objectives, and delivering customized solutions that fostered mutual success. My accomplishments include:• Data-Driven Sales Strategies: I developed and executed data-driven sales strategies, along with tailored training programs. • Effective Decision-Making: I organized and facilitated Quarterly Business Reviews and monthly scorecard meetings, ensuring informed decisions and actionable outcomes.• Service Level Agreement (SLA) Oversight: Monitored and optimized SLA’s to ensure operations delivered seamless service.• Mutual Growth and Resource Allocation: I worked collaboratively with clients to construct a co-forecasting process, identifying opportunities for mutual growth and resource allocation.

As a new brand emerged, I was in a great position to drive business growth. I have keen insights into the motivations and capabilities of companies and individuals.Strategic Influence: When the new brand was unveiled, I positioned myself to capitalize on the momentum. I leveraged my understanding of market dynamics to identify and pursue new business prospects.• B2B2C Expertise: My prior experience leading B2B2C teams provided invaluable insights. I understand the intricacies of qualifying buyers, negotiating terms, and closing deals.• Collaborative Value Creation: I thrive on fostering collaboration. By influencing cross-functional teams, I connect diverse stakeholders to successful outcomes.• Track Record: I secured and executed deals with: • Fortune 100 Healthcare • Fortune 100 Computer Manufacturer • Fortune 500 Diversified Finance • Privately held insurance broker • My performance consistently ranked in the top 2 for sales

I joined Generali as part of a startup within a global services company, The President and CEO hired me based on our successful previous work together creating, enhancing and selling services.Key Achievements:1. Client Expansion: Recognizing the need for growth, I focused on expanding our client portfolio. • Growth: Driven by aligning client goals with agent commission. Our largest client’s business revenue increased by 50% and maintained profitability.• Account Turnaround: I rescued an account from cancellation, transforming it into a strategic $10 million partnership. Data analysis, process improvement and educating agents played key roles.• Diverse Client Base: We strategically diversified by adding Fortune 100 insurance, employee benefit, technology, and legal partners.2. Strategic Influence: By showcasing the impact of a single Account Director, I influenced the parent company. They recognized the potential for exponential growth and invested in expanded resources.Additional funding allowed us to build dedicated teams: • Account Management • Sales • Marketing • ITThis evolution culminated in the launch of a new global brand.My journey at Generali exemplifies how vision, collaboration, and strategic leadership can shape the trajectory of a startup.

As a curious leader, seeking knowledge and understanding, I built strong relationships with industry experts, leveraging their insights to drive success. My contributions included:• Goal Definition and Team Leadership: I actively participated in defining strategic goals and then led cross-functional teams to execute.• Business Partnership Management: My ability to manage business partnerships was important. I negotiated business and legal terms, ensuring mutually beneficial outcomes.My approach was collaborative, and I fostered an environment where curiosity, expertise, and effective teamwork converged.