Responsible for developing relationships and driving new business for Mercer's Defined Contribution and Wealth practices in the following regions: Northern California, Oregon, Washington, Alaska, and Hawaii.

Vice President of new client acquisition and strategic client management. Act as single point of contact for local and regional consultants and independent broker partners. Identified and built relationships within Health Care, Higher Ed, Religious and Charitable K-12 and Government markets selling bundled retirement platform. Developed and implemented business plans for the territory utilizing Salesforce to guide day to day activities and to track progress against goals. Managed internal… Show more Vice President of new client acquisition and strategic client management. Act as single point of contact for local and regional consultants and independent broker partners. Identified and built relationships within Health Care, Higher Ed, Religious and Charitable K-12 and Government markets selling bundled retirement platform. Developed and implemented business plans for the territory utilizing Salesforce to guide day to day activities and to track progress against goals. Managed internal resources to aggressively pursue market opportunities. Led the request for proposal (RFP), pricing and fund selection process for new business opportunities. Supported in force business sales related activities, developed sales and marketing materials, and attended industry conferences and conducted speaking engagements as needed to create visibility of AIG within the region. - National Advisor Leadership Conference Award Recipient (2020 & 2022) Show less

Responsible for proactively developing sales in the mid/large retirement plan market with a focus on plans greater than $25mm. Responsible for selling Lincoln Financial's Alliance Program, a full service 401(k)/403(b) 457 service sold through intermediaries across multiple distribution channels within the Pacific Northwest region, including Northern California, Oregon, Washington, Alaska, Montana, Wyoming and Idaho.- Lincoln Financial Leaders Club Recipient (2x)

Responsible for developing, servicing and growing assets under management within the retirement distribution group focusing primarily on defined contribution 401(k), 457, 403(b), DB and profit sharing segments. Coordination of retirement messages and positioning of investment solutions, territory sales, relationship management with retail sales team, advisors and consultants throughout the Pacific Northwest territory.

Act as single point of contact and manage relationships with external pension consultants. Responsible for developing strategic direction and growing AUM within large corporate plan space by cultivating, enhancing and maintaining existing relationships with external pension consultants. Coordinate all activities with all top tier consulting firms, including managing sales efforts of all segments in institutional market. Develop infrastructure to support marketing strategy, database strategy,… Show more Act as single point of contact and manage relationships with external pension consultants. Responsible for developing strategic direction and growing AUM within large corporate plan space by cultivating, enhancing and maintaining existing relationships with external pension consultants. Coordinate all activities with all top tier consulting firms, including managing sales efforts of all segments in institutional market. Develop infrastructure to support marketing strategy, database strategy, call reports, consultant profiles, ongoing communications and sales/CRM training. Promoted to Director, received 2010 Institutional Sales Execution and Delivery award. Show less

Responsible for the distribution of the Institutional retirement sales products (Defined Contribution, Defined Benefit, Equity Plans and Non Qualified Deferred Compensation) within; Pacific Nortwest. Support the Global Commercial Bank including (Business Bank and Mid Market Bank), Business Capital Group, and the Health & Institution channel. Responsible for the general oversight of retirement plan sales through the banks intermediary channels, Private Bank-US Trust and Banc of America… Show more Responsible for the distribution of the Institutional retirement sales products (Defined Contribution, Defined Benefit, Equity Plans and Non Qualified Deferred Compensation) within; Pacific Nortwest. Support the Global Commercial Bank including (Business Bank and Mid Market Bank), Business Capital Group, and the Health & Institution channel. Responsible for the general oversight of retirement plan sales through the banks intermediary channels, Private Bank-US Trust and Banc of America Investment Advisors. Show less

Fidelity Investments Retirement Services Company - Emerging Corporate Market, San Francisco, California. Responsible for business development in the Western region of the United States, 22 states. Hire, coach, develop and train Account Executives. Sales of 401k defined contribution plans, Fidelity Mutual Funds, FundsNet Funds, non-qualified plans and integrated payroll products. Act as Principal for Account Executives and OSJ. Develop annual business plan and goals, develop internal… Show more Fidelity Investments Retirement Services Company - Emerging Corporate Market, San Francisco, California. Responsible for business development in the Western region of the United States, 22 states. Hire, coach, develop and train Account Executives. Sales of 401k defined contribution plans, Fidelity Mutual Funds, FundsNet Funds, non-qualified plans and integrated payroll products. Act as Principal for Account Executives and OSJ. Develop annual business plan and goals, develop internal partnerships with functional business unit leaders, and coordinate with marketing organization to implement sales strategy. Show less

Tax Sales Leader responsible for Pacific Northwest tax revenue growth, developing new engagements, leading and managing sales executives and client relationships, overseeing development of sales tracking and P&L, cascading tax sales strategy to partnership.- Player/coach/change management leader- Co-developed the tax marketing and sales strategy- Managed 6 sales executives- Identified and drove tax solutions

Recruited, hired, trained and managed EMEA Global pursuits sales team. Responsible for sales of business advisory services within Global and Area Priority accounts. Led and managed global, multi-cultural, cross-border teams and sales initiatives. Acted as Country Liaison to Italy, providing coaching on major client and target account pursuits, assisted on launch and implementation of global sales initiatives and go-to-market strategies.- Acted as lead sales executive for multiple global… Show more Recruited, hired, trained and managed EMEA Global pursuits sales team. Responsible for sales of business advisory services within Global and Area Priority accounts. Led and managed global, multi-cultural, cross-border teams and sales initiatives. Acted as Country Liaison to Italy, providing coaching on major client and target account pursuits, assisted on launch and implementation of global sales initiatives and go-to-market strategies.- Acted as lead sales executive for multiple global pursuits - Established and led first global pursuits team in Europe, Middle East and Africa- Supported the implementation of E&Y’s global strategy- Managed and led teams in all European markets- Participated in Global Sales Operating Committee- Successfully implemented Global pursuits sales model in all European countries Show less

Global Pursuit Sales Leader- Member of select and highly tactical sales team focused on accelerating and winning the firm’s most strategic and valuable engagements throughout the world. Worked with area sales organizations on modeling, developing and executing sales campaigns while leading the cultural adaptation of the Global Pursuits sales disciplines and process.- Successfully led global pursuit sales campaigns in the U.S., Sweden, Germany, Brazil, U.K. and Japan - Exceeded expected… Show more Global Pursuit Sales Leader- Member of select and highly tactical sales team focused on accelerating and winning the firm’s most strategic and valuable engagements throughout the world. Worked with area sales organizations on modeling, developing and executing sales campaigns while leading the cultural adaptation of the Global Pursuits sales disciplines and process.- Successfully led global pursuit sales campaigns in the U.S., Sweden, Germany, Brazil, U.K. and Japan - Exceeded expected win ratio of 66%- Introduced global pursuit sales methodology to numerous teams and countries- Selected and promoted to Director Show less

Sales Executive responsible for revenue growth, developing new engagements, managing client relationships, overseeing development of sales and revenue plans, facilitating, and supporting client service personnel in San Francisco Bay Area and Sacramento, California and Nevada.- Developed value propositions and coached partners and staff as to how to take our services to market.- Developed the marketing strategy and led the marketing team.- Coached new sales executives- Developed… Show more Sales Executive responsible for revenue growth, developing new engagements, managing client relationships, overseeing development of sales and revenue plans, facilitating, and supporting client service personnel in San Francisco Bay Area and Sacramento, California and Nevada.- Developed value propositions and coached partners and staff as to how to take our services to market.- Developed the marketing strategy and led the marketing team.- Coached new sales executives- Developed sales training manual with local leadership team- Exceeded all sales and revenue targets Show less