- Managing and growing key accounts in Northern CA in the Private and Public Sector- Key accounts include: CDCR, DGS, UC Davis University, UC Davis Health, Sutter Health- Acquiring new clients organically and quickly building trust- Delivery and negotiation of proposals, contracts and purchase orders- Managing a team of sales professionals2021 - Over $875k of new business closed and three new logos - 87.5% of annual quota2022 - Over $3 million of new business closed and two new logos - 176% of annual quota

- Lead FP&A for $1.3 billion dollar division (Ticker: LEN)- Lead Variance Analysis, Financial Review and Budget Review of projects- Perform in-depth data analysis and provide recommendations- Calculation of sales commissions and additional associate comp - Assist with monthly, quarterly and annual accounting close

- Developed prospecting strategies, implemented them and achieved quarterly and annual quota - Built relationships with referral sources and JPM associates to maximize client referrals- Worked with partners to sell various products across all JPM’s business lines

- Developed prospecting strategies, implemented them and achieved quarterly and annual quota - Managed large family and corporate relationships with clients all over the U.S- Worked with partners to sell various products across all Wells Fargo’s business lines- Delivered customized analytics and reports to clients and executives - Conducted financial analysis for senior management and to publish in publications