Developers and Applicators of Caviseal Gold™ Foamed-In-Place Insulating Air Barrier Systems and Building Envelope EncapsulantsABAA Accredited and manufacturer certified applicators of 40+ brands of high performance Energy Star and LEED compliant building envelope products including polyurethane spray foam insulation, fluid applied air & vapor barrier systems, intumescent coatings, waterproofing and other high performance commercial/industrial coatings.

Wealth Advisory Group, Corporate Trustee Retirement Plan Services:Responsible for region-wide location, sales, and implementation of corporate 401k & qualified plan product lines. Represented the Bank in front of privately held companies and generated cross-selling opportunites for internal partners representing ancillary business lines.

Managed operations, market development, and strategic alliance development with independent financial advisors, institutional money managers, financial planners, 401k service providers, and corporate retirement plan TPAs. Maintained financial and trust matters for personal high-net-worth clients as well as corporate pension & retirement plans.

Started as college sales intern, promoted up through senior management over time. Hired, trained, developed, and managed various groups of financial services salespeople. Gained background knowledge and industry licensing in life insurance, personal debt restructuring, residential mortgage loans, and mutual fund asset management. Trained salesforce and developed personal financial planners. Worked closely with Citigroup Asset Management, CitiMortgage, CitiFinancial, Primerica Life, Travelers Annuity, and Smith Barney products.