Direct all aspects of rapidly growing landscaping company. Well diversified between Commercial Installation, Commercial Maintenance, and Custom Residential Installation.

Marketing Research, Marketing Concepts, Export and Global Marketing, and Consumer Behavior

Manage all aspects of a diversified financial services firm including acting as the Registered Principal of securities division, building business relationships, raising and building brand awareness, recruiting new advisors and agents, and executing on the vision of the CEO.Securities and Advisory Services offered through Sage Point Financial, Inc., A Registered Investment AdvisorMember FINRA and SIPC. SagePoint Financial Inc. and Pillar Advisors, Inc. are not affiliated

Handle all sales functions for the Investment Division of a publicly traded bank including the selling of financial products and services directly to businesses and individuals from start to finishManage promotions, advertising, and point-of-sale literature for 11 branches Orchestrate the sales process for all investment related products offered by the bank which involved the creation of individual marketing plans specific to branch locations and client baseImplement marketing strategies locally for the second largest independent Broker / Dealer in the US including the evaluation and implementation of product specific marketing campaigns with dozens of product representatives which led to receiving the Rising Star Award in 2008 by Raymond James Financial Services for sales performance and growthCoordinate and present to large groups of interested parties on complicated topics such as Advanced Estate Planning, Retirement Planning, and the intricacies of company specific retirement plansManage financial health and needs of 300 individual and corporate clients and create individualized marketing and implementation strategies based on the profile of the client using dozens of financial instruments, fund families, insurance companies, and alternative investmentsWork with multiple members of the Board of Directors to service the financial needs of the top clients of the bank

Managed sales unit of 10 people in Fresno and 12 people in San Francisco Orchestrated national sales competition and managed the winning team of the ICG National Sales Competition 2005Sold financial products and services primarily B2B but also to select individual clientsManaged all aspects of the Fresno branch of a national financial services sales firm Created and maintained tracking mechanisms to measure performance of various internal work groupsNegotiated and structured business partnerships for the firm leading to significant cost savings and increased partner performanceCreated compensation plan for sales team and interviewed and hired new sales people for the team

Opened satellite office in San Mateo, CA to provide local account management services to over 100 corporate clients accounting for one-third of Citigroup’s stock administration business Responsible for all customer support operations with 7 direct reports and 29 indirect reports for 4 separate and distinct products (ESPP, Stock Options, Enrollment and Distribution election, and Restricted Stock) for 640 different corporate clientsManaged production team that supported account management in administering options and restricted stock for 400 companies and administered Employee Stock Purchase Plans for 153 companies Managed Customer Service Department of 10 averaging 1000-1500 calls per day Served on Web Development Team to create Web site for use by all corporate clients and over 50,000 individual usersRe-organized operations team leading to the ability to accommodate increased volume while cutting costsInterviewed and Recruited new talentCreated and implemented training processes and procedures and worked with Sales team as a product expert and helped bring in new corporate relationshipsCreated volume tracking procedures to maximize efficiency and wrote operations procedures manual