Working with Military Service, Members and Civilians that support Military personnel.

Serve as an Investment Advisory Representative for accredited investors, managing and strengthening client relationships. I provide education and guidance to clients in developing comprehensive investment strategies, including investments in stocks, ETFs, and stock options through a master account. Clients are able to link their individual brokerage accounts to mirror the investments and performance of M = M’s portfolio.

Provided investment advice to federal employees and retirees, managing their 401(k) accounts and mutual fund investments within the Thrift Savings Plan. Assisted employees of Fortune 500 companies in making informed decisions regarding equities, ETFs, and mutual funds.

Delivered comprehensive financial and retirement planning services to families, established professionals, and small business owners. Conducted joint insurance and financial review appointments, both in-person and virtual, offering personalized financial counseling, including debt management, monthly budgeting, and expense tracking.

Led efforts to create a global collaborative ecosystem, partnering with influential leaders and businesses to produce exclusive client experiences, products, and services.Established strategic partnerships, managed contracts, drove sales and marketing initiatives, and oversaw internal operations, strategic planning, technology, and public affairs.Career Highlights:Negotiated and closed contracts with two multi-billion-dollar global brands.Generated $534K in revenue from the first Exclusively@9 product within the first full year.Enhanced revenue and experiences for event organizers and golf courses through innovative solutions.

Oversaw sales and business coaching for 36 independent agent offices with 132 sales representatives, driving significant growth in insurance and financial services sales. Recruited, hired, developed and trained the leadership team for the sales area.Developed hiring processes that facilitated the recruitment of aspiring sales representatives and future agents.Managed market area customers, strategic planning, technology adoption, data analysis, and public affairs coordination.Career Highlights:Led turnaround efforts in two underperforming sales markets, resulting in significant improvements in sales performance.One of two territories to achieve the annual Ambassador Travel award from 2013 to 2017.Improved territory sales ranking from 12th to 2nd within eight months in 2013.Established a high-performance culture, recruited, hired, and mentored new agents, and streamlined sales processes, significantly enhancing market area rankings.

Achieved a significant improvement in national territory sales rankings, advancing from 550th to 47th out of 562 territories within a four-year period. Led initiatives that increased sales revenue by 5% to 15% per agency. Demonstrated industry expertise by optimizing technology workflows and lead generation processes, resulting in a 48.2% increase in property and casualty sales in 2012.Played a pivotal role in the development of a corporate-sponsored, diverse, and inclusive nationwide group of Agency Field Sales Executives and Operations leaders. This initiative enhanced business acumen and fostered a comprehensive understanding of executive-level execution and collaboration to achieve enterprise objectives. Hired, developed and trained the leadership team for the sales area.Instrumental in coaching and developing two high-performing agents, both of whom were subsequently promoted to Agency Field Sales Executives.

Provided strategic business consulting to new and existing owners of Insurance and Financial Services agencies, empowering them to successfully manage and grow their businesses. Achieved recognition for leading the 3rd highest-ranked sales market out of 562 in the U.S. in 2009.

Provided expert oversight of the entire operations of the Eric Wynne State Farm Insurance and Financial Services Agency, including the supervision of a team of licensed sales professionals. Successfully managed the delivery of over 90 insurance and financial services products, assisting customers in preserving wealth, recovering from unexpected losses, and achieving their financial goals. Recognized as one of the top 42 new agents in the company, ranking within the top 100 in October 2005.

Completed internship training in preparation for the launch of the agency business in May 2005.