Dedicated, passionate, professional offering extensive experience in automotive and motorcycle sales, finance, GSM, and GM making impactful contributions for quality organizations. Skilled at: establishing customer relations, defining needs, and presenting options to meet those requirements. Proficient at: determining objectives, delegating tasks, and motivating team members to achieve and exceed goals. Maintain an expansive knowledge of the automotive sales industry, products, and related businesses. A leader, consistently rewarded with greater levels of responsibility due to a track record of performance.
Overview
17
17
years of professional experience
Work History
F&I Trainer
DOWC
Parsippany, NJ
11.2024 - 01.2025
Developed sales methodology and systems: Defined strategy for entire sales process by conducting market analysis, solutions strategy, value proposition, and proposal development
Prospecting and networking within the Automotive space to develop new, long-term relationships
Key Accomplishments:
Provided constructive feedback and positive reinforcement to keep trainees motivated.
Remained up-to-date with developments in area of expertise by reading current journals, books or magazine articles.
Explained goals and expectations required of trainees.
Assessed training needs through surveys, interviews with employees or focus groups.
Scheduled classes based on availability of classrooms, equipment or instructors.
Maintained strong knowledge by participating in workshops, conferences, and online education classes.
Evaluated training materials prepared by instructors and offered actionable suggestions for improvement.
Suggested and offered specific training programs to help workers maintain or improve job skills.
Evaluated modes of training delivery to optimize training effectiveness, training costs or environmental impacts.
Used role-playing, lectures, and simulations to present information in variety of instructional techniques and formats.
Devised programs to develop executive potential among employees in lower-level positions.
Monitored, evaluated and recorded training activities or program effectiveness.
Participated in and attended meetings or seminars to obtain information for use in training programs.
Created and offered additional materials to enhance training.
Obtained and organized manuals, guides and visual materials for development and training purposes.
Worked collaboratively across departments and with various stakeholders to deliver comprehensive, effective training sessions.
F&I Trainer
GULF STATES FINANCIAL SERVICES
Jacksonville, FL
04.2021 - 10.2024
Training and developing a team of 17 Finance Managers to the biggest growth in both PVR and PPD in the Triton Automotive Group YTD
Key Accomplishments:
Implemented a training and development schedule
Built and implemented scorecards and standards for what the dealer wanted to achieve
Showed Finance Managers in real deals the “How to” when it comes to lifting PVR/PPD/VSC, etc…
Implemented new pay plans to drive the team as to what was asked of them
Wrote new processes for several stores in both finance, and sales
Implemented a new “Team Manager” concept at Honda and Chevrolet.
National Sales Director
Mobile Dealer Data
Minneapolis, MN
04.2019 - 03.2024
Successfully increased the company’s accounts during tenure as the National Sales Director by over 200% YOY
Developed and trained 6 BDR’s
Established territories, sales process, mapping and install processes
Key Accomplishments:
Developed an ongoing recruiting program that helped to develop qualified sales staff
Serviced current accounts while utilizing lead generation and prospecting to identify new clients
Created a culture of positivity among co-workers that dramatically reduced turnover
Collaborated with marketing to develop more effective sales materials.
Maintained productive national sales staff by strategically recruiting, orienting and training top-notch employees.
Stayed up to date with new product launches and kept sales team members on board with changing plans.
Prepared monthly, quarterly and annual sales forecasts to effectively plan sales strategies.
Determined annual unit and gross-profit plans by implementing marketing strategies and analyzing trends and results.
General Manager
Montrose Auto Group
Brook Park,, OH
01.2017 - 04.2019
Actively managed over 130 employees and 9 managers in a high volume, high stress environment daily
Defined objectives, delegated tasks, and motivated team members to perform
Set the weekly schedule to ensure proper coverage during the busiest times
Key Accomplishments:
Introduced GOAL meetings for management level employees to define objectives clearly
Met with all executives monthly to review P&L and adjust business and direction accordingly
Strong background in building showroom and internet traffic, SEO, SEM, direct mail and other traditional media
Was responsible for 4 manufacturers and 5 rooftops
Extensive background in leading a BDC
Expertise in supervising everyday efforts of desk managers and improving F/I income through mentoring and training
Several employees were promoted in my stores, and to others in the auto group due to production and capabilities.
Managed inventory levels and conducted corrective action planning to minimize long-term costs.
Supervised employees through planning, assignments, and direction.
Administered employee discipline through verbal and written warnings.
Tracked monthly sales to generate reports for business development planning.
Created schedules and monitored payroll to remain within budget.
Maximized time and employee productivity, consolidating data, payroll and accounting programs into centralized systems.
Trained employees on duties, policies and procedures.
Led employee evaluations with constructive feedback to boost performance.
Guided management and supervisory staff to promote smooth operations.
Built and maintained loyal, long-term customer relationships through effective account management.
Recruited, interviewed and hired qualified staff for open positions.
Delivered exceptional client experiences through hands-on leadership of associates and managers.
Finance Director
Thiel’s Wheels Harley Davidson
Upper Sandusky, OH
09.2015 - 01.2017
Was hired to increase PVR, PPD, finance %, etc… Store was failing to meet the minimum expectations at the time
Key Accomplishments:
Worked closely with the GSM, ASM’s, and Fit specialists to establish trust with them
Did all upfront T.O.’s when the deal was consummated as to also develop trust and rapport with the customers
Created a culture of positivity among co-workers that dramatically increased sales to finance process.
Evaluated budget plans and current costs to project trends and recommend updates.
Compiled operational and risk reports detailing financial metrics to help management make proactive decisions.
Created and enforced company-wide controls regarding revenue and expenses in concerted effort to protect organization's assets.
Reorganized finance and accounting departments to improve efficiency and cut excess spending.
Completed month-end and year-end closings, kept records audit-ready and monitored timely recording of accounting transactions.
General Sales Manager
Jim White Honda
Maumee, OH
09.2012 - 07.2015
Assumed responsibility for a sales and finance department that was underperforming significantly in the marketplace
Introduced new processes, integrated solutions, and motivated team members resulting in three consecutive years where profits increased 100%
Key Accomplishments:
Drove unit counts 40% each year by expanding customer demand
Instituted a hiring process to select the most qualified candidates
Implemented a training schedule to create a culture of consistency among team members
Improved internal turnover process for customers to engage with managers and sales to communicate with finance
Amplified customer satisfaction significantly consistently ranking #1 to #3 within the region.
Mentored and directed employees by conducting one-on-one meetings with salespeople.
Identified weaknesses and implemented sales and business practices training to improve performance.
Hired and motivated team members, working closely with salespeople and customers to negotiate and close deals.
Followed up with existing customers to generate new prospective buyers through referrals.
Decreased total overhead expenses by negotiating with vendors.
Utilized established sales techniques and persuasive communication skills to meet personal sales objectives.
Reviewed inventory data to make adjustments, evaluate forecasts and meet demands.
Stayed up-to-date on extensive company products and services.
Finance Manager
Premier Toyota
Amherst, OH
01.2010 - 09.2012
Enhanced PVR (Profits per Vehicle) to over $1,700
Improved CIT (Contracts in Transit) to 10 days for funding
Approved and qualified applications for financing, closed sales contracts and cross-sold insurance products while complying with state laws.
Used hedging to mitigate financial risks related to interest rates on company's borrowings.
Analyzed sales activity to identify and correct cost errors or price discrepancies.
Promoted finance products to customers and sales force to increase penetration.
Managed financial transactions involving general funds and contracts to reduce cashflow challenges.
Analyzed actual financial results vs budget to prepare variance reporting to functional groups.
Analyzed financial data to determine efficient use of resources.
Completed month-end and year-end closings, kept records audit-ready and monitored timely recording of accounting transactions.
SALES & FINANCE MANAGER
TOYOTA OF MERRIAM, Toyota
Olathe, KS
01.2008 - 01.2009
Earned Salesman of the Month within 3 Months
Promoted very quickly for demonstrating an aptitude for sales and service
Approved and qualified applications for financing, closed sales contracts and cross-sold insurance products while complying with state laws.
Sold service contracts, insurance and after-market products while continually tracking sales, developing goals and pitching new products.
Skills
Areas of Expertise include:
Client Experience
Automotive Finance
Revenue & Profit Growth
Business Development
Relationship Building
Project Management
Consultative Sales
Product & Service Knowledge
Sales Promotions & Goals
Forecasting & Projections
Talent Development
Staff Training & Mentorship
Financial Reports, P&L
Regulatory Compliance
Operations Administration
Lead Generation & Prospecting
Trade Shows & Events
Data, Analysis, & Trends
Competitive Intelligence
Service Objectives
Conflict Resolution
Presentations
Analytics
Teamwork and collaboration
Computer skills
Brand development
Public speaking
Professionalism and etiquette
Report writing
Dependable and reliable
Administrative tasks
Analytical mindset
Project Support
Meeting coordination
Client relationships
Problem-solving
Presentation development
Certification
ASSOCIATION OF FINANCE AND INSURANCE PROFESSIONALS (MASTER CERTIFICATION)