Promoted to Senior Manager, Partnerships in February 2018 to run the largest new business sales division, consisting of all 3 strategic partner channels: MRP (Merchant Referral Program), FAP (Funding Advisor Program), and Platform. Led a team comprised of 18 senior account managers. Entrusted to restructure and unify the channels, complete partner stratification across the team, revise internal and external policies, invest heavily in the strategic growth within our middle and upper echelon partners, and expanding the scope of account managers to manage multiple partner types. Maintained close relationships with top partners through quarterly visits.• Surpassed 650 units and $60M as a division in a month, breaking a company record• Executed a complete department reorganization, including but not limited to: compensation, team structure, individual book shuffles, promotions, revised roles & responsibilities, etc. • Achieved President's Club for the fourth year in a row

Appointed to run the fastest growing sales channel, Merchant Referral Program. Expanded the team from 3 to 8 senior sales agents, eventually consuming the Platform sales channel. Closed new business for team members when unavailable, as needed. Collaborated with Marketing, Finance, Risk and RevOps for monthly newsletters, marketing collateral for partners, restructured our partner SPIFF program (Valued & Elite Partners), and forecasted quotas by partner and agent. Built internal policies and structure around partner growth and assignment, call expectations and pipeline management. Broke all-time records for monthly units, volume, and number of producing partners.• Realized 100% YoY growth in both units and volume (MRP/Platform)• Reached President's Club (2017)• Top producing manager (120%+ of quota) in 2017 across all sales divisions in both CO and NY

Led the largest producing team in both units booked and loan volume across NY and CO offices. Accelerated the growth and promotion of 5 agents to Sales Manager and Team Lead. Appointed as sole individual to represent Sales in the SMART Box roll out including Legal, Tech, Operations, Product, Compliance and Marketing. Established a Mentor Program, pairing new hires with mentors, based on merit, to provide additional guidance and training to ensure quick and efficient growth, which was rolled out to the rest of Direct Sales. • Maintained a team booking rate of ~70%, the highest in the department• Reached Platinum President's Club (2015) and President's Club (2016), the most coveted achievement in the sales organization

Prospected both inbound/outbound leads, averaging 150-250 calls/day. Assessed clients needs, determined product fit, provided a needs-based solution and completed the full sales cycle. Mentored a team of 3 account managers, trained on initial contact through closing, overcoming customer rejections, and follow-up best practices.• Selected in Oct. ‘13, out of 40 sales agents, to spearhead the new Line of Credit by creating a sales strategy, building scripts, training both CO/NY offices, and acting as main point of contact• Achieved Diamond’s Club (2014) for reaching the top 20% of quota attainment

Drove significant revenue consistently and led training efforts for the newly launched Job Search Consultant ‘Signature’ Program. Retained troubled accounts and up-sold when suitable. Leveraged Product, Operations and Marketing departments to increase qualified leads and promote brand awareness. Created marketing initiatives to develop prospecting lists during downtime. Promoted integration of Salesforce for the ‘Signature’ sales team. Produced systematic tracking reports to deliver to upper management in weekly core meeting.• Delivered over 130% of personal expectation for Q2 2012• Surpassed Q3 and Q4 (2011) expectations by 135% and 125%, respectively, resulting in 1st place for ‘Signature’ sales in a department of 20+ salespeople• Shattered corporate plan by over 150% and achieved 600%+ sales growth in Q1 2012 vs. Q1 2011 – the fastest growth for a new product launch in company history

Utilized a consultative approach of career services solutions to $100K+ jobseekers. Focused on new business, client retention and up-selling. Provided a high-level of client service, including 50+ calls daily and development of custom email-based marketing material. Selected, out of 20+ salespeople to streamline the continued development of the new ‘Signature’ program product launch and developed training sessions.• Maintained over 110% of quota in 2010• Achieved President’s Club by surpassing 120% of quota in May 2011

Compiled a comprehensive ‘Project 200’ database, creating client relationships and sales opportunities. Formulated sales and marketing strategies through the development of a 90-day marketing plan. Prospected a clientele base by pursuing both new and existing leads. Averaged 60+ cold calls daily to generate a book of prospective buyers. Accompanied customer client meetings and presentations, analyzed financial portfolios and prepared individual recommendations. Managed existing clients and up-sold additional services.• Achieved FINRA Series 6 & 63 registrations and California Department of Insurance licenses within an aggressive 10-week period • Selected by a Senior Financial Advisor to become heir apparent of their business portfolio