Results-driven Account Manager with a proven track record of managing client relationships and driving revenue growth. Expertise in implementing strategic initiatives and problem-solving. Improved processes for increased efficiency and customer satisfaction. Strong leadership skills, able to guide teams towards common goals while achieving bottom line results.
As Director of Marketing, my primary responsibility was to provide marketing leadership and direction to the operations team. To develop local store marketing programs for individual restaurants/markets to drive sales, transactions, and customer satisfaction. I achieved this through building relationships with the store operators and by proactively identifying opportunities for involvement in our communities that enhanced our presence in the market. I was responsible for managing all charitable requests, donations, and sponsorships. This allowed me to incorporate cause marketing as a strategy to create win-win scenarios for everyone involved.
As a licensed wealth advisor, I established relationships with high net worth investors and assisted with their wealth planning needs. Responsible for estate and philanthropy planning, proficient with donor-advised funds, and private foundations.
My primary role as Banking Center Manager was to lead a team of sales and service professionals to meet and exceed sales goals, delight our customers, exceed satisfaction goals and achieve satisfactory Banking Center Control Review evaluations. We achieved this by directly working with our customers, building rapport and trust, and uncovering their financial needs.
As both a Store Manager and District Manager with Lowe's Home Improvement, I led store teams to model Lowe's Corporate Culture of 'Customer Focused' at all times. By leveraging Lowe's competitive advantage of having all stores in a state of customer readiness, i.e., operational excellence and execution of corporate mandated merchandise programs, we were able to drive sales growth and profitability. Responsible for building talent pools through succession planning, growing talent internally while consistently searching for external talent. Working with Regional and District Staff to provide store teams with the tools, reporting, and information to assist with driving successful store execution and performance.
Throughout my 13 years of working in the golf industry, my primary goal was always to provide my members, their families, and guests with a place and an atmosphere where they could relax and enjoy themselves. Success was achieved by understanding the wants and needs of each individual. This allowed me to develop programs, tournaments, and events that could be enjoyed by all. One of my most rewarding experiences is developing a Junior Golf Program at two different clubs.
FINRA Series 7 and 66 License