• Collaborate with the CEO on the company's long- and short-term strategic objectives. • Design CRM management & lead tracking processes. • Advise on fundraising, budgeting, activity prioritization, growth opportunities, & key partnerships.

• Educate financial advisors, estate planning attorneys, CPAs, trust officers, and other strategic partners on the uses of insurance planning in the high/ultra-high net worth market. • Establish processes to improve CRM and cross-functional communication.

• Significantly scaled an underdeveloped multiple state territory, improving YoY sales by over 10,000%.• Led structured and creative sales activities, increasing YoY sales by 350% while in the midst of an organizational restructure and acquisition. • Established and maintained a successful business model, which was subsequently implemented in numerous peer territories. • Directed highly effective marketing campaigns during COVID, resulting in a 75% increase in sales YoY.• Appointed to the Field Advisory Board, acting as a liaison between sales field and management.

• Sales and Marketing Committee Team Leader. Led a team of 6; improving and creating impactful marketing material for the sales field.• Generated new sources of business through effective sales and presentation skills while demonstrating proficient organizational and territory management techniques.• Selected for company-wide Early Career Development Program. The only RMS chosen for this prestigious program, created to excel, develop, and retain high potential employees that exceeded performance expectations within the first several years of their career.• Appointed to the Field Advisory Board, acting as a liaison between the sales field and management.

178th Fighter Wing, Springfield, OH. April 2004 – August 2007• Completed Basic Military Training and Promoted to Airman First Class• Qualified for Secret Clearance• Completed Career Development Courses and Promoted to Senior Airman161st Air Refueling Wing, Phoenix, AZ, September 2007 – April 2010• Completed Airman Leadership School and Promoted to Staff Sergeant• Selected as The 161st LRS Airman of the Quarter• Honorable Discharge (Apr 2010)