Territory Manager with extensive experience in strategic planning and territory management. Demonstrated ability to enhance customer relationships, resulting in substantial sales growth, increased financing penetration, and recognized for strong analytical skills in performance monitoring and effective solution implementation.
Overview
19
19
years of professional experience
1
1
Certification
Work History
Results & Compliance Consultant
Limewood Dealer Services, LLC
Harrisville, NH
09.2023 - Current
Conduct in-store compliance reviews of dealership sales and F&I practices to identify risk areas and ensure adherence to state, federal, and OEM requirements.
Provide detailed, actionable feedback and training to F&I managers and sales teams to improve product penetration, profit per vehicle retailed (PVR), and customer satisfaction.
Facilitate the development of corrective action plans to address compliance issues and performance gaps.
Audit and evaluate menu presentations, deal jackets, and documentation for completeness and regulatory alignment.
Deliver both on-site and virtual training workshops focused on regulatory updates, F&I effectiveness, and ethical selling.
Track and report on dealership KPIs, including compliance metrics, product sales results, and process improvement success.
Stay up-to-date on FTC, CFPB, and state-specific laws related to automotive retail and F&I operations.
Regional Product Manager
Safe-Guard Products Intl.
Atlanta, GA
11.2019 - 08.2021
Act as the primary liaison between Safe-Guard and OEM/dealership clients, focusing on delivering product training and support.
Design and deliver customized training programs (in-store and regional seminars) to improve F&I sales performance.
Drive sales through the adoption of Safe-Guard's training platform, menu-selling techniques, and objection-handling strategies.
Develop and deploy marketing and training materials in collaboration with internal teams.
Implement defined action plans to boost product sales and penetration.
Monitor and assist clients in maintaining compliance with relevant regulations and industry best practices.
Licensed Real Estate Salesperson
Keller Williams Realty - Hudson Valley United
Middletown, NY
01.2016 - 08.2019
Guided clients through the buying and selling processes with expert knowledge
Utilized CRM software to track leads and manage follow-up communications effectively.
Developed and maintained strong relationships with clients through effective communication.
Area Sales Manager
Toyota Financial Services
Parsippany, NJ
11.2008 - 07.2015
Promote and drive the adoption of TFS auto loans, lease products, insurance and protection offerings, and wholesale financing through dealer influence.
Conduct monthly business performance reviews with dealer leadership and TFS internal partners to assess strategic goals, results, and opportunities.
Act as a “quarterback,” collaborating with Product Managers, Portfolio Sales Managers, credit/funding, and wholesale teams to deliver customized solutions and sales growth at dealerships.
Provide dealer-facing training on TFS products, sales techniques (including consultative selling), and market position.
Monitor KPIs such as finance penetration rates, vehicle protection product sales, volume metrics, and market share trends.
Dealer Relationship Manager
Chase Auto Finance
Garden City, NY
10.2006 - 11.2008
Served as a trusted advisor on finance products and services for dealer partners.
Prospected and onboarded new dealers to expand Chase Auto's market presence.
Analyzed performance data to identify and address underperformance or risk issues.
Education
Bachelor of Science - Business Administration
Centenary College of Louisiana
Shreveport, LA
Skills
Critical thinking
Attention to detail
Problem-solving expertise
Proactive approach
Process improvement
Strategic planning
Regulatory compliance
Training delivery
Certification
Association of Dealership Compliance Officers: Certified 2023
Association of Finance & Insurance Professionals: Certified 2023
Military Service
United States Air Force
Top Secret Security Clearance with Honorable Discharge