Managed portfolio of accounts in financial services industry, with average employee count of 500-2000 and average AUM of $5 billion+.
Led internal task-force that utilized generative AI to deploy targeted marketing campaigns to team of 75 AEs, resulting in $1.4 million in pipeline generation. Recognized by Marc Benioff, CEO of Salesforce.
Team Lead amongst 40 Account Executives across AMER region, leading sales enablements, mentoring new hires, conducting territory analyses to help other AEs build pipeline and close business.
Senior Account Executive
Keyzie Lending
06.2018 - 03.2022
Procured and managed named accounts accumulating $15 Million in investment funds.
Supervised operations of multi-million dollar Investment operation, deploying $30 Million+ investment funds.
Increased company profits through strategic pipeline generation, consistently exceeding sales quotas and KPIs.
Supported Executive Team in reviewing, identifying and prioritizing strategic initiatives and fund creations.
Sales Account Representative
Northwestern Mutual
05.2017 - 04.2018
FY17 Team MVP, 190% Quota Attainment; Top Rep in Southern AMER.
Handled approximately 200 outbound and inbound sales calls per week.
Created and conducted sales presentations and seminars to effectively demonstrate Northwestern'svalue proposition.
Exceeded sales objectives consistently by cultivating partnerships with existing clients and new prospects.
Education
BBA - Business Management
Texas A&M University
College Station, TX
05.2018
Certification
Certified Full-Stack Web Developer - University of Central Florida
Licensed Real Estate Agent - 2018
Licensed Financial Representative - Series 3, 6, 9