Independent coach teaching technicians and sales professionals how to sell to prospective customers.

Designed training program and streamlined checklist procedures for inside and outside teams to follow decreasing order entry time from 5 days to 24 hours Made on average 50 calls daily replenishing equipment/parts orders based on analyzing customer buying patternsProcessed and managed 100% of all maintenance contracts and 50% of all new multi-state compressor orders Managed daily, weekly and monthly reports to ensure optimum inventory levels and developed supply chain solutions Built effective communication channels and collaboration processes with purchasing & global logistics

Negotiated new equipment rates resulting in 5-10% savings annually Increased client close ratio by ~35% by highlighting an underpublicized company price guarantee Coordinated with wholesalers and subcontractors to plan and install complex projectsPerformed Manual D and J Load Calculations and analysis to ensure satisfaction and qualification of APS/SRP Rebates

Inherited underperforming branch with high associate turnover and increased profits by 210% through implementation of new client-relationship enhancing strategies and negotiation of improved rates with wholesalersConducted market analysis, ensured accuracy and future planning of purchases in fast paced environment

Residential HVAC sales representative. Year over year growth of 10-20% annually. Estimated residential and commercial projects. Reduced material and equipment costs by 4-25% annually by submitting bids to vendors and negotiating better pricesCreated a sales and marketing funnel, implemented networking events and generated new business resulting in 48% close ratio

Designed new purchase strategy and contract creation allowing clients to bulk purchase services resulting in high retention and improved cash flowReceived HERS Rater Certification, complied with Title 24 in California and worked closely with PG&E to reduce energy waste

This was my first job in high-school. I was a Shop helper and parts runner. I did not practice as a financial advisor or use financial planning at this time