I am an experienced professional with a diverse background in sales, marketing, and operations with proven success in key leadership positions. I have demonstrated the ability to build strong business alliances and motivate teams to the highest levels of performance.
Overview
27
27
years of professional experience
Work History
Commercial HVAC Project Manager
Mechanical Partners, Inc.
05.2025 - Current
Conducts pre-job planning meetings and documents meeting results, ensures all action items are completed. Ensures all schedules mesh with the master project schedule.
Establishes and executes subcontracts and equipment buy-outs to support schedules and budgets.
Communicates all project issues to the appropriate level of management in a timely manner.
Assembles the estimate for the project and reviews the final estimate and ensures the proper loading of those numbers into the project cost system.
Prepares and submits monthly contract billings to ensure proper cash flow during contract performance.
Manage conflict resolutions with customers, vendors or trades.
Visits job sites or onsite offices, performs work inspections, checks job progress, and resolves project and contract issues.
Responsible for quality projects being built on time and within budget. Ensures all scope changes are processed and incorporated into the current scope of work in a timely manner. Reviews project estimates and verifies accuracy of entry into job cost system as well as accuracy of initial estimate.
Reviews various reports to determine project status and determine actions required. Provides periodic status and end of contract cost and budget analysis.
Commercial HVAC Project Manager
ACIS, Inc.
11.2020 - 04.2024
Review plans, specifications, submittals and other contract documents to create a job plan for the successful completion of assigned projects.
Develop and track project schedules.
Establish project cost control centers for tracking equipment, materials, labor and subcontracts.
Procure and manager project subcontractors and equipment vendors.
Procurement of necessary equipment and materials.
Ensure the contractual obligations have been met and all closeout documents are submitted.
Manage large jobs with minimal supervision.
Estimate changes in scope of work.
Territory Manager
Edge Geo Supply
02.2018 - 11.2020
Established new accounts, serviced existing accounts, generated proposals, and obtained orders.
Submitted reports, such as daily call reports, weekly work plans, and monthly territory analysis.
Maintained and improved sales revenue and gross margin.
Traveled to various locations to provide ongoing training and support as requested or needed.
Developed and maintained vendor relationships.
Created partnership with GreenSky for financial programs with contractors.
Territory Sales Manager
WaterFurnace International
09.2015 - 01.2018
Managed and grew assigned territory
Promoted WaterFurnace geothermal solutions by allying with electric utilities, builders, and green living advocates.
Scheduled and hosted Dealer training schools.
Participated in Dealer and Industry tradeshows.
Demonstrated a firm commitment to customer service, adding new customers while maintaining premium service levels with existing accounts.
Surpassed sales goals by 18% in 2016 and 8% in 2015
2016 Top Territory Manager of the year
Territory Manager
ACES A/C Supply North
01.2011 - 08.2015
Delivered $4.9 million in Residential and Light Commercial sales within 10 months with new business sales exceeding $ 900,000.
Up 73% from the previous year
Assisted existing dealers with sales growth, technical, sales and business training, cooperative advertising, open houses, consumer shows, seminars, and ongoing marketing support
Evaluated market area potential and determined the need and location of reputable, knowledgeable, and ethical HVAC contractors to sell and promote our products
Provided promotional and sales support to maximize sales of equipment and related accessory items
Expertise in the Residential and Commercial segment of the market
Ensured Call Reports are completed with details of each day's activities, also noting any action required for follow-up
Territory Manager
Carrier Enterprise
01.2004 - 01.2011
Achieved all assigned territory business plans and budgets.
Enlisted participation of accounts in training programs
Resolved all issues with accounts (i.e., billing, service, support, etc.) and find an equitable solution.
Acquired competitive product information such as marketing and promotional information, pricing, engineering data, and conduct in depth pricing studies.
Acted as a liaison for the credit department regarding credit delinquencies for aged accounts.
Actively participated in monthly sales meetings, quarterly territory business plan reviews, local Home Shows and Dealer Meetings promoted by Carrier and/or a contractor/customer.
Territory Manager
The Trane Company
08.1998 - 01.2004
Developed and implemented a comprehensive territory business plan that aligns with company growth objectives.
Managed and grew sales within an assigned geographic territory, consistently achieving and exceeding revenue and profitability targets
Maintain and deepen relationships with new and existing contractors through consultative selling.
Identify, develop and execute strategies to penetrate new accounts and increase share-of-wallet with existing customers.
Prepared and presented regular reports on territory performance, business development initiatives, and growth forecasts for management.
Drive effective solutions for assigned accounts by collaborating closely with internal partners, ensuring exceptional service and seamless client experiences.
Collaborated with supplier partners and internal teams to provide ongoing education and support to customers, ensuring they fully leverage our products and services.
HVAC Technician / Control Technician at Tropic Mechanical / Mechanical Air ConceptsHVAC Technician / Control Technician at Tropic Mechanical / Mechanical Air Concepts