Trusted advisor helping clients diversify their retirement income. Providing best-in-class, innovative and proprietary, bank-funded life insurance with living benefits and long-term care. Kai-Zen Plans and Buy-Sell agreements for business succession planning.

Trusted advisor helping business clients succeed financially through best in class banking, credit facilities and innovative Treasury Management solutions. Including: owner occupied investor real estate lending, SBA 7A and 504 loans, capital equipment financing, modern payable and receivable solutions. Strategic problem solver, navigator and connector to the best resource within Wells Fargo for my clients.

President/Business Development/Financial Professional/Insured Retirement SolutionsFounded and led a private, secure retirement firm specializing in guaranteed income, lifetime income planning, and business legacy planning. Highly consultative, creative, client acquisitions to gain trust and guide high net worth clients with succession planning for their businesses and retirement portfolios. Collaborated with cross-functional teams at Allianz, National Life Group and Athene to apply creative solutions to client concerns and objectives. Wealth planning teams, legal, compliance and marketing.Led Allianz Life’s Women, Money and Power Forums 2009-2016SalesForce CRM/DreamForce - Small Business Forum participant - 2015, 2016Built strategic account relationships with Oakland Unified Schools District Plan Administrators for 403(b) accounts using SaaS 2015-2017

• Successfully established and executed a comprehensive business development program to penetrate new markets, maximize revenue and drive sales of software for spend management (SaaS), corporate cards, procurement cards and expense management solutions as stand alone Saas or with ERP integration. Expanded and grew new territory into one of the top territories in the SE region.• Led a team of 10 high-performance business development professionals to cultivate and maintain solid customer relationships with key executives, decision-influencers and decision-makers delivering over 400 accounts annually. • Generated over $150M in new sales volume for corporate payment division of American Express. • Achieved #1 Team status in two national sales contest based on top account delivery of new products• Initiated innovative new hire ramp-up model that positively impacted productivity and goal attainment on a nationwide basis.• Collaborating effectively throughout internal and external organizations to build successful business relationships and new customers.

Responsible for acquiring and growing B2B Corporate Card and Corporate Purchasing card solutions to companies with annual sales revenues between $10M and $250M. Identified business opportunities and consistently exceeded challenging goals in one of the top regional territories for eight consecutive years. Developed an extensive network of contacts and/or relationships to identify new leads and manage pipelines. National Contributor on numerous corporate task forces; re-engineering, technology, new hire training and development, incentive design, risk management.American Express Corporate Services multi-year Circle of Excellence Recipient, Distinguished Ambassador’s Club and two time National Leadership Award Recipient.