I am leveraging my financial and sales backgrounds to help RDP expand.

Vice President of Operations. I led the team through the conversion from small, family-owned business to private equity ownership. In 2023, we achieved an increase in sales of 35%, an increase in EBITDA of 62%, and consolidated two manufacturing facilities. I was charged with new product development and vetting new potential acquisitions by the CEO of the holding company.

QPSteno was a fintech company designed to demonstrate reasonableness of fees, while also providing insight key metrics in time spent for the purpose of better resource allocation.*Built relationships with two of the top ERISA firms in the country*Built relationship with one of the top financial services advocacy groups in the world, including negotiations regarding distribution, go to market strategy, and potential revenue sharing.

Field sales for a record keeper handling qualified plans. I grew the book of business to more than $1B before the territory was split.*Refined a system to generate referrals between business units (annuity, life insurance, mutual funds, and bank)*Awarded for largest increase in managed accounts*Consulted for several regional broker dealers on how to build a workplace solutions strategy

-Worked with field sales partner to sell advisor sold 401(k) plans-Worked with other business units (annuity, life insurance, banking, and mutual funds) to actively refer business internally*Exceeded quota in 2004 and 2005 (earned a spot at Sales Conference for top sales on the internal team)*Worked with an advisor to build a system that generated $10 in ancillary business for every $1 in 401(k) commissions* Built training for my department (internal and external) on how to read IRS Form 5500 (tax filing for ERISA plans)

As Chief Plan Administrator, I ran a third party administrator handling 401(k) plans as well as money purchase and ESOP plans. I oversaw the day to day processing, year end compliance work, plan level restatements, and handled sales.