Sales manager with proven track record in client acquisition and financial planning. Expertise in strategic collaboration and vendor negotiations, resulting in successful marketing initiatives that enhance revenue growth.
Overview
17
17
years of professional experience
Work History
Owner
Blazin Maven Inc
Las Vegas
08.2019 - Current
Created marketing campaigns to attract new customers.
Developed marketing strategies to enhance brand visibility and engagement.
Oversaw financial management, including budgeting and expense tracking.
Collaborated with vendors to secure supplies and negotiate contracts.
Financial Advisor
Waddell & Reed
Las Vegas
03.2009 - 08.2019
Grew assets under management to over 50 million through referrals and new business opportunities.
Facilitated client meetings to deliver tailored comprehensive financial planning.
Collaborated with tax professionals and attorneys to enhance client financial planning with a holistic approach.
Promoted business strategies that expanded customer base and increased revenue.
District Sales Manager
Waddell & Reed
Las Vegas
03.2010 - 12.2015
Managed team of sales representatives, providing training and coaching to drive performance improvements.
Developed sales strategies to boost client engagement and drive portfolio growth.
Sourced and interviewed candidates for sales team to strengthen recruitment efforts.
Engaged in trade shows to promote products and connect with clients.
Education
Associate of Applied Science - Marketing Management
Sinclair Community College
Dayton, OH
12-2005
Skills
Marketing management
Marketing strategy
Campaign development
Customer relationship management
Sales leadership and management
Team leadership
Vendor negotiation and budgeting
Financial management
Business management and development
Timeline
Owner
Blazin Maven Inc
08.2019 - Current
District Sales Manager
Waddell & Reed
03.2010 - 12.2015
Financial Advisor
Waddell & Reed
03.2009 - 08.2019
Associate of Applied Science - Marketing Management