I drove change to transform a small business into an award-winning real estate support operation for home staging. Commensurate with change, I oversaw revenue growth from $90K to 1M+ annually with a 30% margin. Along the way, I built a network of 450 B2B clients along with the distribution and supplier base to serve them. Powered by my vision for success, I continuously improved service and shifted the operation from consulting to a turn-key service provider. When the time was right and as our needs dictated, I established a 20k sq. ft. operations/ distribution hub and negotiated contracts with key vendors. Here are a few highlights:Vision & Strategic Planning• Built client base from 121 consumers to 450 b2b customers through market research, professional association memberships, events, and by creating a CRM in Salesforce.• Stimulated 10-fold growth by developing strategic partnerships with builders and home rehab specialists.• Lowered wholesale costs 35% (projected) and maximized inventory value by launching a retail store to sell discontinued stock.Innovation• Developed proprietary technology to oversee 100+ active projects simultaneously.• Lowered average project costs 25% and increased capacity 123%.• Created $7k monthly income stream and converted expense to asset by purchasing 20k sq ft warehouse and renting 30% of available space.Operations Leadership• Doubled sales in year one and increased revenue 30% YoY to reach $1M by scaling the business up and shifting from B2C consulting model to B2B home staging.• Reduced overhead 40% by negotiating contracts with key suppliers.• Drove vehicle maintenance costs to $0 and increased on-time service rate by 30%.• Lionheart regularly wins Trillium Awards via The Parade of Homes Tours with several builders for our professional home staging.• Boosted awareness and presold clients by creating a robust website with user-friendly interface and ability to generate quotes at $0 cost.

Thousands try – few succeed. I prospered in this extremely competitive industry because I knew how to play the long game. I executed a hybrid role of both independent agent and team contributor as an integral member of highest producing teams in MN. My success here stemmed from my ability to cast a vision, lead, build deep client relationships based on trust, and be a creative, innovative marketer. I generated $17M in new business by developing multi-layered strategies. That happened because I built a unique business model for high net-worth clients using my experience and expertise in client acquisition in the arena of advanced financial planning. Highwater marks include:✔ Earned Series 7 and Series 66. ✔ Established 75% close rate.• Routinely won 2-3 $500K to $1M clients per event by developing strategic partnership with the social security public affairs specialist and area hotels to host informational seminars.• Grew client base to 32 clients in 3 years by co-hosting events, delivering compelling presentations, and following up with every attendee.

I produced $50M in new asset management accounts at a 70% close rate by building on my previous success and experience. It’s called hard work and I grew my account base to 192 in 2 years by hosting 30+ events per month across MN and WI. The business grew by leading and coordinating activities from our central marketing team, management, sales, customer service, and through extensive travel to ensure we fielded a client-responsive organization. Check out these accomplishments:✔ 1st year sales = $20M new assets under mgmt. ✔ 2nd year sales = $30M new assets under mgmt.✔ $800K average deal value.

Building organizations and developing the business became my sweet spot. It was here that I created career-long track record for success by applying vision, an entrepreneurial mindset, and out-of-the-box thinking to build a $5M national financial instruments marketing company from the ground up. By recognizing an opportunity, I built a unique product portfolio using traditional and niche products in the life/ annuity products, annuities and became recognized national top performer. To ensure a smooth, client-focused organization, I managed the P&L, sales team, training, business development, marketing, and daily operations. Here are some top highlights and achievements:• Captured niche market to drive 211% annual avg. growth. • Led team rank in top 5 firms for 7 out of 9 years.• Negotiated brokerage contracts with insurance providers and built relationships with key partner financial institutions across the US. • Coached and mentored an 8-member team to operate under an inside sales model, marketing innovative wholesale life insurance and annuity products to agents.