Numerous financial services including rollovers, 401k, 401a, 457b, 529, mutual funds, annuities, small business insurance, Medicare, health and life insurance, home auto insurance, etc.

Founder of a residential housing program providing long-term solutions and positive social impact. Incorporated non-profit as 501.c3 as originator of the Articles of Inc., Bylaws, Board Oversight, Minutes, Corporate Policies, Mission, Financial Statements, and Annual Budgets.

Thrived in a multifaceted leadership role, working with the Executive Team to develop enterprise-wide, Big Data and Cloud-based strategies and implement 80/20 principles to advance revenue and profitability.● Turned-around underperforming territories through inspirational team leadership that developed high-performing Sales Executives, Account Managers and Channel Partners, resulting in 152%, 227% and 342% goal attainment in 2013, 2014 and 2015. ● Coached “Top ACC Sales Executive 2015” who achieved a remarkable 490% of target. ● Created Go-to-Market strategy to expand client revenues $10MM; Renowned as the only Director to have 100% of every Account Manager exceed their targets. ● Accelerated revenue by 40% by designing a lead generation campaign and capitalizing on a new channel partner strategy for nationwide implementation. ● Expanded company enterprise by 15%, launching new product into new markets across Midwest, CT and FL, generating $50M in annual revenue. ● Exhibited excellent negotiation and persuasive skills to secure lucrative deals with C-Level Partners in one case, completely saving a $1M investment.● Hired and directed outside consultant to develop CRM SaaS system.

Reporting to the Vice President/General Manager, as part of the Executive Team, accountable for driving strategic business initiatives from development through execution, overseeing program management, communicating objectives between cross channels and helping the corporation achieve its business goals.Highlights include:· A founding member of the U-Verse Launch Team, which produced $1B in revenue, leveraging passion and commercial acumen to drive the customer experience and brand loyalty.· Strategically led extremely talented, cross-functional sales, operations, marketing, engineering, design, contract management, legal and customer support teams.· Demonstrated excellent workload management and prioritization skills to resolve several escalated inquiries simultaneously.· Rolled out robust systems, policies and procedures that improve efficiency, quality and costs.· Provided timely and accurate financial data, obligation costs and operational trends to the leadership team.