-Support and manage a regional team of 7-12 HVAC technicians with 60-100 locations each across the Mid-Atlantic, by coaching for performance, dispatching calls, quote and invoice preparation, communicating customer expectations, and supporting achievement of organizational goals-Analyze, prepare, and communicate operating results to C-level management-Responsible for building rapport and maintaining high-quality relationships with customers by becoming a top vendor providing solutions effectively and service efficiently-Identify opportunities to improve communication, performance quality, analysis, and cost reduction for team of technicians and across the company

Coached clients through the stress of life by shifting behavior and mindsetEmpowered clients to connect to their inner worth to move through past traumaCoached clients through stress & anxietyHelped people prioritize self-care Helping clients increase the quantity and quality of their sleepPromoted relaxation through a whole health perspectiveCreated custom essential oil products to support clients' health and wellnessDrove lead generation through networking, social media, and referral programs. Developed new classes, workshops, and programs based on clients’ evolving needs.

-Led a Business Development team of 5, and collaboratively led 8 territory managers to meet/exceed $65MM new business sales goal annually with small tomedium-sized businesses and private clients with $1MM+ liquid assets. Delegated sales goals based onmarkets and individual’s skillset.-Conducted market research by interviewing target clients to understand their pain points with otherbanks and monitor competitor offerings. Analyzed, summarized, and reported findings to executivemanagement with indicated actions to gain new clients.-Led product development. Created niche deposit products that were key differentiators fromcompetition and attracted high net worth clients.-Modified a bank loan system into a CRM to save over $70K annually, allowing bank staff to easilyinteract with customers.-Partnered with Commercial Lenders and Sales Managers to prospect for new clients, achieving a 30%close rate.-Attended networking events and conducted in-person visits with target clients to build and securerelationships.-Managed and motivated a team of Business Development Officers through mentoring, training,accountability, and project management.

Led teams in Business Development and Marketing departments. Co-managed Retail department.Coached and held sales and account managers accountable for sales, calls, leads and networking. Ideated, developed, and executed marketing campaigns driven by executive management in collaboration with marketing staff.

Created a de novo sales process for the retail department resulting in increased sales, +90% client satisfaction, and +90% client retention.

Generated new business and fostered referral relationships through networking with relators and attorneys in a close-knit community. Qualified inquiries and prospected existing clients to refinance.

-Processed and closed an active pipeline of 20-40 loans, the biggest pipeline at the bank. -Created numerous department efficiencies, including a new loan operating system and a process to reduce manual tasks by shifting from paper to digital. -Served as liaison between clients, underwriting team, and attorney, ensuring efficient process for all stakeholders.

Published five articles in Seabits, one in BlueMaintained the marketing department’s job and media booksCold called and promoted Aquarium events to local organizationsResponded to multiple complaint lettersWrote, distributed, and combined press releases and press kitsTracked and reported Aquarium and IMAX complimentary ticket and coupon volume