Making WEX easy to sell for and easy to buy from!Collaborating and building strategies with all global business units to optimize sales and operations effectiveness by the identification and execution of strategies to improve efficiency of sales and operations teams across all lines of business around the globe. The training and content teams create and deliver world class training, tools and content to ensure continuous learning while promoting elevated knowledge and performance to support individual career development.As Director of Sales & Service Training and Enablement my teams deliver best in class onboarding & upskilling programs to drive employee development, high potential employee succession planning as well as award winning Leadership development programs. Aligning with key business partners in the development of role specific key performance indicators allows the implemented Performance Management Program to support expedited ramp times for new hire employees while also bolstering our employee retention metrics.

Agency Manager - Series 26 Securities Principal (2008 - 2018) Led Sales learning managers in the design and implementation of training deliverables in support of driving Mutual Fund assets, Retirement / Education funding, and Life Insurance sales production. Additional focus consisted of Business Retirement, Pension Maximization and Sales Process training. Led team of sales support professionals who acted as intermediaries to consulting Field Sales Executives, Independent Contract Agents and State Farm clients to ensure their needs were met. As an Excellence in Operations Management certified coach; incorporated metrics and process improvement strategies optimizing employee and leadership development. Learning and Development Supervisor (2006-2008)Responsible for developing strong partnerships with field sales leadership to clearly understand business area goals, priorities and multiple market area challenges. Partner with Zone sales force as a training delivery consultant to provide recommendations around product, sales and service training needs across all available mediums. Design, develop and implement measurement tactics to ensure ROI of training offerings. Field Sales Associate (2004-2006)Responsible for financial services product, sales consultation and training for Agency Field Offices. Demonstrated the ability to influence at all levels of leadership. Facilitate group training sessions on products and procedures with follow up consultation at the agency level. Assisted Field Sales Associate program designed to significantly grow financial business. Agent – Agency Resources (2002-2004)Performed all aspects of Independent Contract Agency; sales and service for Maine agents in Property & Casualty and Financial Services lines. As a Financial Services Product Associate, Responsibilities included developing financial services goals, performing joint sale appointments with agents and their clients and providing pre- and post-sale consultation.

Full Broker / Premium Services Securities BrokerRetail brokerage trader focused on individual investing, retirement and education planning. Securities included Equities, Mutual Funds, Options, Fixed Income investments, UITs, and Precious Metals. Managed team of 32 providing customer service support for retail brokerage accounts in a call center environment. Duties included acquisition and development, auditing, quality control, performance monitoring and mentoring employees preparing for the licensing exams.