
Leader with over 14 years of expertise in the recruiting, leadership development, client acquisition, client management, and growth initiatives. Passionate team builder with a proven track record of success across multiple industries and locations. Ability to increase growth, productivity, profitability, and efficiencies.
Primary responsible for overseeing various financial operations such as client acquisition, client management, talent acquisition, team supervision, training and development, creating and delivering all financial plans for over 200 clients. Personally increased U5 recruitment 300%. Developed strategic initiatives to implement key changes and improvements to recruiting operations.
Responsible for first year commission results for all Six Under 5 year advisors on my team. Executed on production, leadership development, recruiting and retention. Created the highest producing team in the state’s history bringing in over $987,000 in premium combined in the for year. While also acquiring over 400 clients for my personal practice. Managing a staff of 5 and leading a recruiting team of Six.
Lead and develop sailors in all recruiting operations across 6 states. Running all operations from future sailor acquisition, delayed shipping management, sailor training and development. Leading over 2,000 sailors and future sailors to successful careers.
Executive assistant for USS Boxer, PSD Point Loma, and MSRON 5. Task included record keeping, personal security, preparing reports, handling and creating all correspondence, budgeting, accounting, evaluations and all administrative matters.
Recruiting
Sales
Marketing
Leadership
Client Acquisition
Financial Planning
Financial Education
Awarded Four Navy and Marine Corps Commendation Medals for Recruiting
Navy an Marine Corps Achievement Medal X2
Division of the Year X3
Leading Petty Officer of the Year
Leading Station of the Year x3
Recruiter of the Year
Life and Health Insurance license
SIE
Series 6
Series 63