Territory: Northern CA, Pacific Northwest (Wirehouses, LPL) • Recruited to unify a team of 15 wholesalers across 4 business lines • Increased first-ticket, multi-ticket, and multi-product producer counts by 15% YOY • Launched a turn-key process to drive revenue adopted across the region • Built and delivered 120+ continuing education events at both local and regional levels • Expanded and enhanced enterprise distribution across 5 regions

Territory: Northern CA, Pacific Northwest (Wells Fargo Advisors)• Recruited to execute sales strategies to increase Annuity and IRA sales• Increased annuity sales by 18% YOY and IRA sales by 14% YOY• Ranked #2 in annual sales of WF Advisory Annuity out of 15 RCs (2013, 2014, 2015)• Achieved the Team Leadership Award for fostering remarkable synergy and top performance (2012, 2014)• Identified specific client needs by partnering with Financial Advisors and coordinating with third-party wholesalers to deliver viable retirement income solutions

Territory: Sierra Nevada (Wirehouses)• Exceeded territory sales goals by 12% YOY• Produced and enhanced 3 sales and marketing strategies for the launch of the Structured Capital Strategies product• Orchestrated 60+ estate planning events for clients focusing on wealth accumulation and wealth transfer

Territory: Northern California, Nevada, Utah (Regional Broker/Dealers)• Recruited to launch startup sales territory, positioning suite of annuity products• Increased sales from zero to $66 million within the initial 36 months• Accelerated new producer growth by 17% YOY• Exceeded 50% market share throughout the tenure• Ranked #3 in annual sales out of 25 wholesalers (2001 - 2004)• Achieved the Leadership Award for outstanding performance and for devising and implementing innovative sales ideas and processes as best practices, effectively mentoring entry-level wholesalers across various territories (2005)