Enterprise growth executive specializing in data-driven ecosystems and the digitization of commercial workflows. Expert at bridging entrepreneurial vision with the technical sophistication required to lead multi-vertical transformations and drive large scale market penetration across evolving digital landscapes.
Overview
2026
2026
years of professional experience
Work History
Senior Client Executive
Experian
Austin, TX
10.2019 - Current
Developed and executed partnership strategy to enhance collaboration within a $30M+ SaaS portfolio focusing on Fintech, Neobanking and Insurance partners.
Led strategic initiative, development and execution, focusing on engagement, retention, forecasting, business reviews, product expansions and demos maintaining 100% retention across 85+ partnerships over my tenure.
Achieved year-over-year growth targets and exceeded forecasts for business unit, resulting in multiple Presidents Club honors (121%, 107%, 100%, 130%, 129%, ~108%).
Executed strategic oversight of 36 long-term renewals, safeguarding $280M in financial commitments.
Facilitated collaboration among cross-functional teams to harness insights for formulating and implementing effective product growth strategies.
Identified and assessed market trends to inform strategies for product development and enhance service offerings.
Oversaw recruitment processes and delivered targeted training and mentorship to develop team members' skills across experience levels.
Executed integration of first partner on new platform, streamlining access to critical data insights and developer resources, embedded experiences, APIs and sandbox testing for enhanced growth and performance.
Territory Sales Leader
Chubb Insurance
Austin, TX
2016 - 2019
Pioneered market entry initiatives and crafted comprehensive onboarding procedures to support Chubb's small commercial marketplace platform in Texas.
Drove territory performance to achieve highest ranking among 7 in the US, reflecting a growth rate of 117-140% during tenure.
Oversaw the first migration totaling nearly $10 million into the platform, ensuring seamless implementation and compliance.
Investigated market dynamics and partnership frameworks to pinpoint opportunities for accelerating momentum and streamlining quote generation for agents.
Led quarterly and executive business reviews with agency partners, focusing on relationship-building and aligning strategies with executive teams.
Crafted and delivered in-depth training initiatives for agents, focusing on optimizing digital interactions to significantly boost submission rates within partnership networks.
Regional Director
Apogee Insurance Group
Austin TX
2014 - 2016
Formulated and executed comprehensive broker strategies aimed at enhancing brand awareness and optimizing agency network performance.
Executed training initiatives to strengthen partnerships and promote interdepartmental collaboration, driving performance improvements in the quote to bind process for complex risks with key stakeholders.
Facilitated training sessions and ongoing support to deepen understanding of professional and management liability lines within business framework involving 100+ insurance carriers.
Engaged with executives to share and enhance strategies aimed at improving customer acquisition and retention for scalable, long-term growth.
Brokerage Manager & Sales Director
The Liberty Company Insurance Brokers
Los Ángeles, CA
2001 - 2005
Architected a dual-vertical growth strategy for personal and commercial lines protecting $65M book of business and increasing new business premium by 10-15% YoY by optimizing lead-generation workflows and cross selling synergies between specialized business units.
Forged strategic alliances and partnership programs with 15+ insurance carriers, scaling revenue through high-value agency programs while ensuring long-term profitability by implementing strict underwriting standard that successfully minimized loss ratios and claim frequency.
Championed internal system (AMS) integrity by auditing internal workflows to ensure data hygiene, resulting in 100% up to date policy records and a more efficient, "clean" pipeline for real-time reporting which lead the initiative for a paperless agency.
Account Executive
Farmers Insurance
Los Ángeles, CA
1995 - 2001
Expanded agency footprint by consistently exceeding monthly production targets for Personal Lines, leveraging a consultative sales approach and cross-selling into the existing book of business.
Managed end-to-end lifecycle, ensuring compliance with underwriting guidelines and reducing policy E&O exposure through meticulous file documentation.
Maintained 96% retention rate across diverse portfolio of 800+ households by executing proactive annual coverage reviews and serving as the primary liaison for claims navigation and policy endorsements.
Optimized the sales funnel from lead to close by implementing a rigorous follow-up system and achieving a strong closing ratio on prospects through tailored assessments.