Agent at NewYork Life Insurance Company helping individuals and business owners to create, build and preserve wealth.

Registered Representative offering securities products and services through NYLIFE Securities LLC. (Member FINRA/SIPC), A Licensed Insurance Agency.

Strategic leadership of Kaiser Permanente's top selling small group sales team Nationwide. Responsible for developing strong ongoing relationships with key partners including brokerage firms, General Agents and Exchanges. Internal coordination with Snr. Leadership teams for Sales, Account Management, Data Analytics, Product Development, Sales Effectiveness, Channel Sales, KP SBU and Marketing. Development and optimization of sales team resources.

I'm excited to be part of Kaiser Permanente's expansion into Santa Cruz County. Kaiser has three brand new facilities located in downtown Santa Cruz, Scotts Valley and Watsonville opening 1/1/2017. Facilities will be offering internal/family medicine, obstetrics/OBGYN and specialty care. I'll be helping small group employers (2-100 lives), brokers and general agents learn about Kaiser and educate employers/employees about the significant advantages Kaiser has to offer in terms of provider accessibility, connectivity and quality of care.

Setting a new standard for day spa's in the Santa Cruz/Capitola area Opal Spa & Boutique offers manicure, pedicure, facial, wax and massage services.

Bella Notte Inn is the top ranked hotel/motel/inn in Santa Cruz (TripAdvisor/Booking.com). Bella Notte Inn offers ten luxurious rooms, each custom designed to make you feel at home the moment you step in the door. Tucked away in the Live Oaks neighborhood of Santa Cruz, Bella Notte Inn is the perfect choice for a romantic weekend away, a relaxing day at the beach, or visiting some of the Monterey Bay Area’s award-winning wineries.Bella Notte translates to a beautiful evening. To ensure we live up to our name, we’ve lavished every room with the finest Italian bedding, imported Italian marble countertops, custom cabinetry and heated tile floors in all bathrooms. Experience Santa Cruz in supreme comfort and enjoy “la dolce vita” at Bella Notte Inn.

Led Sterling’s Northern California sales team and managed large group sales on the SF Peninsula, South Bay and Monterey and Salinas territories for Health Savings Account (HSA), Health Reimbursement Arrangement (HRA), Flexible Spending Accounts (FSA), COBRA, POP, Form 5500 Filing and ERISA products in addition to Sterling's level funding and traditional self insurance products. Responsible for sales forecasting, goal setting and tracking.

Promoted to direct the strategy, development, and implementation of sales plans for Northern California territory. Roll out budget plans and introduced actionable sales roadmaps to achieve sales goals across multiple product lines. Provide leadership direction for all Northern California Sales Directors, Sales Representatives and Account Managers and oversee all hiring, mentoring, and training while delivering on personal sales goals. -Manages team producing 70%-80% of all company’s HSA, HRA, FSA, POP, and COBRA sales nationwide through a combination of new business and cross-selling/up selling with existing accounts.-Successfully implemented and maintained key “named accounts” across diverse industries including Hitachi, Atmel, University of Santa Clara, Bellarmine College Prep, and Sutter Pacific Medical Foundation-Developed presentations to promote company’s product suite to brokers, consultants, employer clients, and plan participants. Created forecasting systems adopted by sales teams nationwide to forecast and monitor ongoing status of sales.-Groomed and mentored Account Managers for Sales Representatives positions and Sales Representatives to Sales Director positions.

Challenged to build and maintain network of several hundreds of brokers, consultants, carrier reps and general agents and capture HSA sales throughout Peninsula, South Bay, and Monterey & Salinas territory. Provided top-flight account management to grow existing client relationships enabling cross sell and up sell opportunities while simultaneously capturing new business.-Ranked #1 sales representative nationwide for 5 consecutive years. Accounted for 50%+ of company’s entire book of HSA business and $40M in assets under management.-Major contributor in growing Sterling HSA’s account base from 498 at hire to ~30K accounts.

Captured new business and grew account base with a focus on selling voluntary life, accident, disability, and critical illness insurance products to individuals through employer clients. Individually directed sales processes from initial client acquisition and consultation, through all phases of negotiation, to policy holder enrollment and ongoing account management.• Pitched cost-saving benefit strategies and forged strong relationships with C & V level stakeholders at regional and national accounts including Loews Hotels and The Good Guys. Enabled employers to expand benefits at no incremental cost.-Won multiple sales awards including Northern California Rookie of the Year for highest sales in 2004.

Proven track record of high profile marketing leadership and client management positions, including Director of Marketing at Zengine, Senior Account Manager at Lot21 and Account Management at TBWA Chiat/Day. Built client relationships, managed account P&L, and created campaigns in digital, TV, and print channels.-Grew monthly sales from $500K to $1M in less than 9 months through customer acquisition, retention, and loyalty programs.-Key player in account team that launched Hotwire.com as major travel site and developed Palm, Inc. into flagship client.-Boosted monthly ecommerce sales 100% and increased site traffic 200% while slashing marketing budget 70%.-Pioneered and rolled out CRM system that achieved over 300% industry average standard email response rate.-Built reputation for top-flight client care that resulted in consistent revenue growth, repeat business, and account referrals.