● Exceeded sales targets, reaching 120% of recurring revenue goals in consecutive years ● Utilized CRM Salesforce platform to manage a pipeline of 150+ leads, resulting in a 20% increase in conversion rates within 6 months ● Provided thorough demonstrations of software platforms to attract prospects, all while reducing offboarding by 20% on a consistent basis● Built trusting relationships with clients to foster long-term financial planning partnerships● Successfully guided clients through major financial milestones to ensure their goals are attainable

● Internal Wholesaler, providing vital role in exceeding revenue goals an average of 20% year over year● Recruited high producing agents and grew book of business of 25% in a highly competitive brokerage environment ● Spearheaded web-based tutorials, utilizing CRM software to aid in the growth and adoption of digital capabilities not typically used by traditional advisors, reducing business processing times by 40% or more● Proactively marketed sales ideas via integrated SaaS tools and concepts to provide producers with access to industry leading products and services

• Integral contributor to branch profitability, key contributor of consistent revenue growth, consistently exceeding 20% percent of target revenue goals.• Communication facilitator between vendors, clients and insurance verification departments, ensuring branch financial success and client satisfaction.• Thorough oversight of insurance compliance to protect the best interests of the company as well as the client. • High technical aptitude and experience with sophisticated mobility aids, ensuring equipment is working properly for clients with special needs.

● Medical Equipment Sales and Service Specialist, integral in the expansion of a four-state territory with consistent year over year growth and performance. ● Consistently ranked #1 in sales of add-on equipment, increasing revenue andenhancing user experience.● Implemented sales demonstrations and proper utilization of medical devices to prospective clients using a consultative approach.● Thorough knowledge of State and Federal regulations with regards to compliance and supplier standards.

● Supported over 600 Call Center users in Western United States.● Installed and configured Windows workstations in a LAN/WAN environment.● Resolved computer hardware, software and network connectivity issues quickly with an emphasis on customer service.● Created training documents (both electronic and print) for frequently used software. ● Instructed users in basic computer operations to enhance employee productivity and satisfaction.

● Tournament preparation, Project Management, and Event Coordination with Club membership.● Head Instructor of Junior Golf Program, 1997 – 2000.● Boosted attendance of Junior Golf Program an average of 30% on a yearly basis.● Hired, trained and managed Club Service Attendants.● Built training materials and manuals for new hires as well as instructional documents for students.