• Responsible for the growth and development of large, midsize, and small accounts, including WBAD (Amerisource Bergen and Walgreens), Kaiser Permanente, Humana, and others. • Scheduled routine meetings with clientele via phone, industry conferences, Microsoft Teams, and in-person visits with the objective of cultivating deeper relationships, growing Macleods market share, sharing product launch schedules, and breaking down and discussing any service issues.• Involved in… Show more • Responsible for the growth and development of large, midsize, and small accounts, including WBAD (Amerisource Bergen and Walgreens), Kaiser Permanente, Humana, and others. • Scheduled routine meetings with clientele via phone, industry conferences, Microsoft Teams, and in-person visits with the objective of cultivating deeper relationships, growing Macleods market share, sharing product launch schedules, and breaking down and discussing any service issues.• Involved in developing product launch strategies.• Qualified new potential customers and executed the set up of key new accounts.• Participated in regularly scheduled team meetings to effectively communicate customer needs to the rest of the organization.• Held regular conversations with key contacts to gather market intelligence including, but not limited to pricing guidance, market disruptions, and any internal or external organizational changes.• Continually helped customers navigate a very difficult 3PL transition from LSL to Eversana. Show less

• Relationship Manager responsible for the overall growth and servicing of a book of business exceeding $90M. • Consistent year-over-year growth, beating the company’s targets. • Integral in piloting “Pharmabid” process, a crucial part in mitigating losses via the sale of short-dated and overstocked inventory.• Consistently given bigger accounts to manage as I grew in my role.• Highly involved with the entire Commercial Operations team (sales, contracts/pricing, customer… Show more • Relationship Manager responsible for the overall growth and servicing of a book of business exceeding $90M. • Consistent year-over-year growth, beating the company’s targets. • Integral in piloting “Pharmabid” process, a crucial part in mitigating losses via the sale of short-dated and overstocked inventory.• Consistently given bigger accounts to manage as I grew in my role.• Highly involved with the entire Commercial Operations team (sales, contracts/pricing, customer service, marketing, and the warehouse) in problem-solving, process improvement, market intelligence guidance, and overall team performance.• Involved with mentoring and development of a new sales team member.• Contributed to Aurobindo’s growth from 7th in size (generic scripts dispensed) to 1st in the United States. Show less

"Preferred" Client Manager responsible for overall financial center revenue growth through deepening high net-worth clientele's bankingand brokerage relationships. Appointment setting through proactive calling campaigns, coaching staff, and cross-selling was paramount to book of business growth.• Selected as the first of five employees to pilot the Sr. Relationship Manager role.• Gave solicited input to business executives for a rewrite of the training program due to my success… Show more "Preferred" Client Manager responsible for overall financial center revenue growth through deepening high net-worth clientele's bankingand brokerage relationships. Appointment setting through proactive calling campaigns, coaching staff, and cross-selling was paramount to book of business growth.• Selected as the first of five employees to pilot the Sr. Relationship Manager role.• Gave solicited input to business executives for a rewrite of the training program due to my success in the role.• Asked to be the sole consultant on a new pilot for a super financial center in Colorado.• Elevated the Paoli financial center to #1 in the Southeastern PA market within one year and single-handedly increased deposit growth by $8.2 M from March - December 2016.• Lead King of Prussia financial center to 122% to goal in Q1 2017, which were the best results since the center opened six years ago (started at this center in Jan. 2017). Increased personal book of business by $3M in Q1.• Mentored new Personal Banker in emotion-centric sales process, lead generation, and pipeline management.• Attracted, managed, and serviced high net worth individuals' and business owners' finances and retirement plans.• Provided holistic, goal-based action plans for achieving financial success (investments, insurance, cash management, and lending).• Responsible for overall branch production/revenue. Show less

Relationship Manager responsible for bringing value to upper-net-worth clientele by providing a strategic financial road map and functioning as liaison between clientele and other Wells Fargo wealth management partners.• Train and coach branch bankers in overall sales practices and product knowledge, resulting in several promotions of staff.• Closed $3.2 million in business lending in 2014.• Hold quarterly meetings with existing book of business clientele to assess future needs,… Show more Relationship Manager responsible for bringing value to upper-net-worth clientele by providing a strategic financial road map and functioning as liaison between clientele and other Wells Fargo wealth management partners.• Train and coach branch bankers in overall sales practices and product knowledge, resulting in several promotions of staff.• Closed $3.2 million in business lending in 2014.• Hold quarterly meetings with existing book of business clientele to assess future needs, understand the clients’ outlook on recent economic events, and make any corresponding recommendations.• Manage weekly internal partner meetings to ensure alignment between recommended financial plan and client objectives.• Act as a financial consultant for the benefit of centers of influence as well as their clientele.• Chosen by upper management to be area Business Champion. Show less

Retail Loan Originator/Consultant responsible for positioning clientele for a successful financial future.• Acquired clientele through referral webs built from the ground up.• Built Realtor relationships through consistent follow-up process which involved partner presentations, broker open attendance, creative marketing, email campaigns, and face-to-face meetings.• Developed strategies for centers of influence to better position our client relationship.

Agent of The Guardian responsible for creating life-long financial plans for prospective clients.• Managed day-to-day operations: marketing, follow-up calls, appointment setting, time/task management, working with home office, etc.• Consistently met with centers of influence, developing networks to expand business and acting as a "connector" for clients.

Branch leader responsible for managing and expanding Continental Bank's market share in the Main Line area.• Effectively managed $48 million in assets.• Championed sales and marketing strategies, leading to multi-million dollar growth.• Trained and developed staff proficiencies in cold calling, cross-selling, and retention.• Spearheaded community support and marketing budget.• Represented Continental Bank at Chester County and Main Line Chamber of Commerce events.

Relationship manager and new business developer integrally responsible for overall asset growth.• Leveraged clients’ assets, cash-flow management, and determined clients’ needs through a thorough, personable assessment process.• Oversaw $160 million in assets.• Motivated and mentored new hires in sales strategies, profiling, transferring of implicit to explicit needs, interpersonal and nonverbal communication, effectively decreasing "ramp up."• Regarded as the "go to"… Show more Relationship manager and new business developer integrally responsible for overall asset growth.• Leveraged clients’ assets, cash-flow management, and determined clients’ needs through a thorough, personable assessment process.• Oversaw $160 million in assets.• Motivated and mentored new hires in sales strategies, profiling, transferring of implicit to explicit needs, interpersonal and nonverbal communication, effectively decreasing "ramp up."• Regarded as the "go to" person for any and all sales, product, underwriting, and compensation questions amongst tenured colleagues. Show less