Throughout my career, I have been inspired by the outcome of supporting and understanding my client’s needs and serving them well. As a Business Development and Client Relationship professional, guiding customers, colleagues, and centers of influence towards the right strategy and exceeding their expectations has always been a priority. I am a results-driven professional with a proficiency for driving revenue and improving business operations. My entrepreneurial spirit, professional experience, and focus is growing, developing, and enhancing new and existing corporate/client relationships. My experience has been earned with over 35 years working in business development by acquiring over 543 new clients, representing $5.3 billion in retirement assets. My extensive history of leading/managing cross-functional teams through coaching, mentoring, and guiding resulted in surpassing business revenue targets and client satisfaction goals each year. Overall, I take pride in my consistent principal of hard work, integrity, honesty, ability to listen well, develop trusted relationships, find cost effective solutions, and be a supportive and collaborative advocate for my retirement plan clients and colleagues.Suncoast Trust & Investment Services is a marketing name used by Suncoast Credit Union. Securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor. CBSI is under contract with the financial institution to make securities available to members. Not NCUA/NCUSIF/FDIC insured, May Lose Value. No Financial Institution Guarantee. Not a deposit of any financial institution. CUNA Brokerage Services, Inc., is a registered broker/dealer in all fifty states of the United States of America. Some items and links provided on this page may be from third parties not affiliated with this advisor or CUNA Brokerage Services. Information is provided for educational purposed only. Any opinions expressed are those of the author and not necessarily those of CBSI or its advisors. FR-2447123.1-0319-0421
Listed skills include Strategy, Business Strategy, Sales, Sales Management, and 46 others.
