Responsible for all Advisor communication/sales/marketing for LifeYieldHeaded up a new sales team to go to market to sell the LifeYield software solution Developed a sales strategy, marketing materials, and delegated roles/work to the internal sales team.I was also responsible for working with the top Broker-Dealers/ Wirehouses/RIA's to develop business relationships and sell LifeYield to the C level decision makers.Experienced with start up companies.

Responsible for Florida and Alabama Emerging Market Accounts and managed territories consisting of Fortune 500 entities.Carry an annual quota of $1.5 Million.Run sales cycles ranging from 1-12 months consisting of deals from $5K to $1 Million.Experience selling to and working with customers and colleagues internationally.Oversee virtual team of specialists to implement and allocate resources within territories around Business Intelligence, Oracle Database and options, Content Management, Middleware, ERP, and CRM Technologies.Ensured smooth software implementation process for Core Technology Business to Business Sales/Enterprise.Spearheaded territory campaigns with BDC, Field and Co-Prime Representatives.Developed Sales and Marketing campaigns to expand install base within territory horizontally across Oracle's technology stack.Maintained positive client relationships and increased business development opportunities with existing client accounts.

Worked with financial advisors on fee based/separate accounts.Cultivated new clients through incoming sales leads.Expanded Client Base (130Million Q3 - 155Million Q4)Hosted on site client meetings to build upon existing relationships.Prospected into new accounts to expand client base.

CA and NV locations).Respond to incoming calls from a variety of advisors throughout U.S.Developed client base and established relationships with focus firms.Prospected and cold called over 100 advisors daily to develop relationshipsMaintained accurate and organized records to support regional sales representative database.

Established network of clients using innovative sales approaches.Consistently visited existing clients in the territory to reaffirm business relationships and assure continued sales within accounts.Successfully penetrated new markets and established genuine rapport.Increased monthly sales in territory from $4,000 to $100,000 (gross profit of 20%).Surpassed monthly sales quotas.