Howe Boiler is a recent start-up, technician-founded company focused on providing unmatched, efficient service.• Overseeing sales throughout the firm with a focus on achieving client goals.• Managing commercial and industrial accounts.• Solving complex mechanical and boiler issues.• Creating sales and administrative frameworks to drive efficiency.

• Serviced clients by identifying their needs and engineering adaptations of products, equipment, and services.• Strategically managed accounts, engaging with multiple levels within organizations, reaching up to C-Suite.

• Gathered and assessed data on stocks and bonds, created financial models, and developed forecasts that lead to informed decisions about investment opportunities.• I actively oversaw and managed value equities across three portfolios. Our AUM was just under $1MM. • Extensive experience with financial modeling (intrinsic valuations, DCF, etc.).• Analyzed current equity holdings and proposed rebalances given forecasted idiosyncratic and systematic risks.

• As the sales manager at our remote Irvine branch, I oversee a sales office and manage recruiting, objectives setting, coaching and performance monitoring of the inside sales representatives.• I regularly meet with clients to provide proposals for repairs, installations, maintenance, and custom solutions.

• Make frequent direct sales calls to drive growth, retention, optimize market penetration and sales volume in a saturated market. I regularly meet with clients to provide proposals for repairs, installations, maintenance, and custom solutions.

• Building and maintaining rapport with new/previous customers and enhancing dealership reputation with positive testimonies and reviews based on my integrity and the world class service provided. • Understood product by studying characteristics, capabilities, and features while comparing competitive models. I qualified buyers by understanding buyer's requirements/interests and closed sales by overcoming objections. Successful upselling on extra products/warranties.

• In office and remotely, prepared and completed successful audits. Translated these audits to ServPro Corporate and maintained the franchise’s national accounts “green light”. • Responsible for estimating accurate job costs, with detailed scopes of work, and translating these to insurance adjusters. Planning/Implementing daily scheduling activities and proficiently managing field/office staff to ensure maximum efficiency for the company.

• Building and maintaining rapport with new/previous customers and enhancing dealership reputation with positive testimonies and reviews based on my integrity and the world class service provided. • Understood product by studying characteristics, capabilities, and features while comparing competitive models. I qualified buyers by understanding buyer's requirements/interests and closed sales by overcoming objections. Successful upselling on extra products/warranties.