Helping businesses navigate complexities within the financial services industry while building meaningful relationships.

• Proven ability to formulate and implement results-yielding sales strategies throughout the division while meeting requirements.• Adept at identifying, analyzing, and developing innovative business and customer-centric solutions to meet customer needs.• Created $25mm in recurring annual revenue opportunity through successful contract negotiations.

• Multiple recognition awards including Top Producer, Platinum Club, Most Signed Locations and Top Total Revenue. • Extensive experience building value-based relationships resulting in a consistent track record of exceeding goals.• Collaborated with various focus groups and leadership counsels to introduce new ideas and best practices across the division.

• While in role, the assigned territory saw an increase of 100% in closed won opportunity size. • Coached and trained sales reps and managers to effectively identify product strengths to ensure high gross profit and successful implementation. • Identified the need to equip our sales force with material and collateral that would fill gaps in both marketing and commission structure.

• Relationship deepening and partner development • Consistently achieved target goals• Helped build best practices across San Diego Division

- CEO and Co-Founder- Logistics- Marketing and Business Development- Product Management