Results-driven professional with expertise in client relationship management, effective communication, and negotiation skills. Proven track record in driving revenue growth and optimizing customer service through strategic initiatives.
Overview
2027
2027
years of professional experience
Work History
Service Advisor
Camping World
Nashville, Tennessee
02.2026 - Current
Assisted customers with service inquiries, enhancing their understanding of product options.
Explained service processes and pricing structures, fostering transparency and customer trust.
Delivered accurate estimates of repair costs, labor times, and parts prices, enabling informed decision-making.
SVP - Institutional Trader
The Advisors Group
San Francisco, California
2013 - 2023
Analyzed market trends to shape business strategies and enhance competitive positioning.
Facilitated executive meetings to clarify vision and align departmental objectives.
Managed key client relationships to build trust and ensure high levels of service satisfaction.
VP - Head of West Coast Trading
WJB
San Francisco, California
2011 - 2013
Analyzed market trends to guide strategic decision-making and identify growth opportunities.
Facilitated stakeholder engagement to ensure alignment of company objectives with community needs.
Collaborated with executive team on critical decisions for company-wide initiatives.
VP - Institutional Trader
Unterberg Tobin
San Francisco, California
2009 - 2011
Led strategic initiatives to enhance client relationships and service offerings.
Developed comprehensive financial models to support investment decisions.
Facilitated negotiations with key stakeholders to drive partnership opportunities.
VP of Sales
Nutmeg
San Francisco, California
1999 - 2009
Developed strategic sales plans that increased market presence and contributed to revenue growth.
Led cross-functional teams aligning sales initiatives with business objectives to ensure cohesive strategy execution.
Analyzed market trends to identify new opportunities and optimize sales strategies.
Established strong relationships with key clients, resulting in increased client loyalty and repeat business.