• Teach business classes within Career & Technical Education department such as Business Essentials, Financial Planning 1 and 2 (Honors), and Honors Business Management to all grade levels with an average class size of 30 students.• Utilize diversified teaching techniques and learning tools to help students with differing ability levels and learning modalities.• Provide educational and professional guidance and mentoring to students in the form of small business advisement, recommendation letters, and personal academic advice. • Assign tests, quizzes, group and individual projects to gauge students’ learning and determine understanding of course content.• Meet and exceed class–wide achievement and proficiency standards as established by state and district testing departments. • Use technology, audio-visual aids and other equipment to supplement lectures. • Lead Professional learning community (PLC), around content planning for Business Essential and Financial Planning.• Serve as volunteer faculty advisor for Future Business Leaders of America (FBLA) chapter

Director, New Lender Sales | 2017 - presentSenior Sales Manager | 2015- 2017Lead new customer acquisition sales team, supporting 5 lines of business: Mortgage, Auto, Personal Loans, Business Loans, and Deposits, exceeding monthly revenue goals for four consecutive quarters• Promoted to build centralized New Lender Sales team by developing and promoting internal employees and hiring externally, resulting in a team of 7 that drives $36MM in annual revenue run rate• Design and implement sales process and execution strategies, resulting in increased production and budget for team expansion.• Spearhead efforts to enhance CRM systems, establishing record and performance reporting baseline system.• Develop targeted customer acquisition marketing strategy, increasing contact rate and decreasing on-boarding cycle times.• Secure new partners monthly, attributed to industry knowledge, rapport building, and implementation of best practices.• Partner with the compensation team to develop a New Leader Sales Team commission plan, striving for transparency, simplicity, and rewarding capabilities for proactive associates• Implement a communication plan for upward of 4 executives and the senior team; monthly pipeline reviews, quarterly business reviews, and goal setting.• Create a cross vertical sales strategy to maximize partner revenue and decrease client leakage.• As Senior Sales Manager, hired to integrate and grow Automotive and Student Lending lines of business, developing a team of 4 that drove $12MM in annual revenue run rate leading to New Lender Sales Director.

Created unique apparel company and brand with a single goal in mind: To become the premier athletic apparel company serving the active lifestyle community.• Grew sales from $0 to $100,000 within 2 years, serving as Sales Executive and CFO• Created and developed the company’s sales strategy, financial targets, and led the accounting and tax payment processes.• Designed and launched the company website, developing an eCommerce platform.• Managed a 5-person sales team that acquired 100 clients and generated $100K in revenue.• Launched and grew a marketing and social media plan to build brand recognition.• Spearheaded the research and selection of suppliers and other vendors, then ensured collaboration to achieve sales and production goals.• Created two separate distribution phases, from a proprietary online store to securing retail partners, event booths; eventually a commissioned sales team in 5 targeted states.

Managed a portfolio of $1MM-3MM projects within the Mass Affluent-Preferred Services, Merrill Lynch Acquisition, and Global Wealth Investment Management Quality and Change Delivery groups• Partnered with cross-functional project teams in the legal, risk, and marketing departments to identify project scope and goals, escalate key decisions, drive timely resolutions, and ensure project completion on time and within budget.• Lead detailed analysis of current state business model and the development of alternatives for integration. • Facilitated partnerships with 15,000 Merrill Lynch Financial Advisors. • Developed a sales lead deployment process that improved client readiness across 40,000 leads for Trust Officers and Client Advisors.• Coordinated the build of a new supervisory structure for US Trust, including 700+ associates.

Prospected for new affluent clients through individual and team efforts, and consistently exceeded quarterly and annual sales goals in mortgage lending, deposits and investments.• Achieved Investments Champion internal designation and advised fellow Client Managers on increasing production of investment dollars. • Researched client niches and built contact strategy around results.• Constructed debt management strategy for clients based upon current financial statements, advocating throughout the mortgage lending process. • Provided unmatched customer service to ensure maximum client retention to book of business worth $200MM+.

• Advised clients regarding retirement strategies, debt and cash management, regularly exceeding client service standards and monthly sales quotas.• Devised a teller referral program and improved cross-sell opportunities through ongoing training.• Trained in investment sales lending and cash management.• Earned Series 6, 63 securities licenses and State Life and Health Insurance license.

• Met clients’ needs through collaboration and cross-functional efforts, providing guidance regarding debt and cash management strategies.• Performed branch operational duties, including teller audits, staffing, and security checks.