Working directly with Vanguard Personal Financial Advisors to address High Net Worth clients investment needs. From new to very experienced investors. FINRA Series 6 , 7, 63 licenses

Primary goal is to acquire, retail, deepen and manage relationships with clients. *Generated growth in branch balances through the sales, marketing, promotion and referral of products.*Discovered customers financial needs to provide product and service recommendation including partnering with specialist such as Loan Offices, Business Bankers and Financial Advisors.*Continually exceed monthly and quarterly goals.

MotoGear Outlet, Inc., Arvada CO Retail provider of motorcycle clothing and accessories•Created and developed strong ties to local clubs and associtions resulting in a loyal customer base•Successfully developed marketing strategy targeting state, country and local Law Enforcement•Coordinated with manfacturers to showcase new products to specific consumers •Created and Managed the budget •Main contact for vendors •Managed and trained both full-time and seasonal employees with emphasis on customer service causing repeat business and referals

Nonprofit Child Welfare Advocacy Agency.•Assisted Executive Director & member agencies in promotion of public policy, state legislation, rules & regulations for Colorado’s children within the child welfare system; including testifying to legislative sub committees on proposed legislation, working with various agencies, state and county departments on specific child welfare issues. •Managed day to day operations of the office including financials and annual budget of $180K•Successfully managed the Annual Educational Conference, quarterly workshops & annual fund raising campaign.

Internet and Web Service Provider.•Organized all start up activity.•Managed and directed all sales and marketing activity.

World leader in desktop, network, and internet solutions – large corporate accounts•Successfully achieved long term strategic relationships by merging customer goals and objectives with appropriate technology. •Responsible for effectively and strategically positioning all Microsoft products and services to Strategic, Named and Business Development customers. •Coordinated and managed internal and external resources and team members to successfully position and adopt Microsoft technology within customer accounts. •Negotiated multiyear purchase agreements with all customers under my management. •Attained or exceeded all financial and account objectives for all years•Twice winner of the Districts Customer Service Award, and Teaming to Win Award.

Leading domestic and international supplier of application software systems for the financial and distribution marketplace.•Direct responsibility for all sales and marketing activity within territory..•Competitive and market research/analysis.•Developed and executed short and long term sales and marketing plans.•Conducted hands-on product demonstration.•Met and exceeded all corporate goals for sales and customer service - 126%, 150% of goal, respectively

Leading manufacturer of mini-computers.•Developed new customers in medium to large commercial customers.•Broad-based responsibilities involving sales of full range of DEC hardware, software, services, consulting and 3rd party software and equipment.•Negotiations of special Field Service Contracts and Corporate Purchase Agreements.•DEC 100 award winner 3 years -115%, 120%, 137% of goal, respectively•Customer Service Award 1985.