Major financial products company that offers investment, banking, mortgages, insurance.; Developed $525 million practice, consisting of 269 clients both throughout the United Statesand the World.• Top 10% in revenue generation for 8 of the last 10 years.• Sales leader of a wide range of financial products that include managed accounts,independent advisors, internal advisory services, active trader products, insurance products,banking products and mortgages.• Specialized in developing centers of influence into profitable relationships.• Responsible for hosting and presenting client seminars.• Leveraged internal and external partners for sales and financial expertise.• Excelled at developing deep long-term personal client relationships.• Created short and long-term financial strategies customized to meet the client’s needs andsuitability.• Worked with clients to prepare for and work through current and future life events includingwealth transfer due to death, divorce or unforeseen circumstances.

Large insurance and financial services group with international coverage.; Oversaw collection on accounts and developed new lines of business from current accounts.• Provided methods of scope and services to current account book, focusing on enhancedcustomer service and relationship building.• Worked with underwriters to develop new lines of business from existing clients.

Clarified fund strategies and investment principles for financial consultants and shareholders.• Worked with whole sales group to understand and sell over 150 mutual funds.• Provided clients and financial consultants with market information.

Information technology services company holding contracts with the Department of State, Department ofLabor, Department of Interior, Department of Health and Human Services, Department of Energy and theU.S. Postal Service.; Managed team of six in all aspects of the contract management, developed a process todetect and eliminate errors in contract implementation.• Collaborated with Department of Defense to ensure quality control and contract adhesionwithin identified standards.• Developed relationships nationwide to subcontract various services and drive bottom-lineperformance.• Improved contract profitability by more than 14% through improved relationship building andcontinual process improvement.