Outsourced benefits producer for my former employer

Provide energy brokerage and consulting services to mid-market employers. Develop forward thinking cost strategies for clients with complex energy portfolios to improve the effectiveness of these portfolios and mitigate cost increases. Services include electric and natural gas energy procurement services, demand response and peak shaving, solar, battery storage, regulated tariff reviews and energy bill auditing services.• Operated as a sole proprietorship until partnership merger on January 25, 2018• Founded company while working another full-time job at Arthur J. Gallagher• Achieved over $3.5 Million in sales in 2023, with current client contractual commitments through 2031.• Provide energy brokerage (electric and natural gas) services to clients in Florida, Ohio, Pennsylvania, Quebec (Canada), Ontario (Canada), New York, Maine, Maryland, California, Connecticut, Illinois, Indiana, Texas, Oregon, Virginia, Georgia, Michigan, and Massachusetts• Licensed (electric and gas brokerage) by each State’s Public Utility Commission in Ohio, New Jersey, Pennsylvania, and Virginia• Provide all back-office service functions for energy brokerage partnership, including finance, banking, QuickBooks, legal, licensing, contract review, regulatory compliance, and compliance to partnership operating agreement

At GBS Ohio National Accounts, we help our 1000+ clients manage change and simplify workforce planning with a strategic, innovative approach to benefits and compensation rewards. Our Health & Welfare Consulting team will help you design, implement and manage a cost-effective benefits program that is structured to reduce costs, improve workforce productivity, educate employees, mitigate risk and help you attract, retain and develop top talent. Gallagher solutions are designed holistically—you get a big-picture benefits program that’s fairly priced, competitive within your industry and region, and aligned with your operational budget and goals. The result healthier, more engaged employees, better processes and workflows, improved recruiting and retention and more effective compliance strategies that reduce risk and strengthen your organization.• Achieved almost $3 Million in total "sourced" production in 11 years in the employee benefits industry• Achieved over $409,000, 219,327 and $408,000 in total sourced production in 2016, 2015 and 2014 respectively, ranking as one of the top producers for GBS Ohio.• Achieved $168,000 in total production in 2013, ranking fifth out of 14 producers for GBS Cleveland• Achieved over $475,000 in sourced commission sales in 2012, ranking first out of 12 producers for GBS Cleveland• Achieved 172% of my fourth year new business goal (2011), ranking fourth out of 12 producers• Achieved 148% of my third year new business goal (2010), ranking second out of 16 producers• Achieved 254% of second year new business goal (2009), ranking fourth out of 17 producers• Achieved 138% of first new business goal (2008), ranking fifth out of 17 producers• Implemented (2012) participation based wellness program for large self-funded client in Canton, Ohio

Developed new relationships with executive level decision makers in Fortune 2000 companies, acquiring contractual commitments for The E Group, a FirstEnergy Solutions company, to provide outsourced energy consulting, utility accounts payable and auditing services• Achieved ranking of number one all-time National Account Executive by prospecting, developing and negotiating annuity agreements which generated approximately forty-eight percent (48%) of The E Group’s 2008 revenue.• Identified, solicited and obtained the initial agreements with 6 of The E Group's top 10 consulting clients in 2007.• Developed long-term agreements with the following clients: City of Barberton, Ohio, Consol, CSX, ICI Americas, Norfolk Southern, NWP Services, Penn Traffic, Physiotherapy Associates, Progressive, Rent-Way, RPM, Sherwin-Williams, State of Ohio, and Travel Centers of America. Also developed short-term agreements with Omnicare, Canadian National Railway, and RMR.

Developed new relationships with corporate level decision makers at targeted accounts, acquiring contractual commitments to provide new deregulated energy products and services• Achieved impressive sales performance levels each year, averaging two hundred seventy-one percent of target goal• Developed and negotiated eighty-five new energy services and supply contracts that generated $900,000 in margin in 2000, resulting in a year-end performance level of 78 percent of target goal• Developed and negotiated new contracts that generated $10.5 million in electric and gas commodity margin and $750,000 in Value Added Sales (“VAS”) margin in 1999, exceeding commodity and VAS goals by 192 percent and 607 percent respectively• Developed firm’s largest deregulated electricity customer by negotiating electric supply agreement for five Owens-Illinois’ glass plants in Pennsylvania in 1999, the first year of the State’s new deregulated electricity program

Developed new relationships with corporate level Information Technology decision makers at Fortune 2000 companies in northeast Ohio, acquiring contractual commitments to place temporary informational technology consulting personnel

Developed relationships with corporate level decision makers at seven (7) account, $40 million per year strategic account base, acquiring contractual commitments to increase rail services tonnage for Consolidated Rail Corp. ("Conrail")• Negotiated rail transportation agreements which increased overall account revenue by an average of $1.65 million per year or $11.55 million in total, exceeding annual goals by an average of over one hundred and fifty percent • Increased overall account responsibility, measured in revenue, by over fifty percent • Gained Dow Chemical’s support of Conrail’s proposed 1.5 billion Southern Pacific Railroad acquisition, an accomplishment featured in Wall Street Journal• Negotiated a four-year, eight million-dollar contract extension with Wexford Sand, justifying Conrail’s continued investment in their $7.5 million covered hopper asset• Promoted to the highest Account Executive position