Results-driven professional provides customers with tailored solutions to meet needs. Successfully establishes relationships with customers and delivers quality service. Agile individual with excellent communication and customer service skills.
Work History
Registered Financial Representative
8 Months
THG Financial Strategies | 12.2025 - Current
Developed customized financial plans based on clients' goals and risk tolerance.
Analyzed market trends to provide informed recommendations for portfolio adjustments.
Developed strong relationships with clients through regular communication and updates on their financial status.
Registered Financial Representative
3 Years
Western and Southern Life | 10.2022 - 10.2025
Formulated tailored financial and insurance strategies aligned with client objectives and risk profiles.
Guided clients through various insurance options and investment strategies to support informed decision-making.
Owner/ President
11 Years 9 Months
Original Logistics Inc. | 01.2011 - 10.2022
Oversaw all elements of small business operations, including financing, payroll, employee benefits, taxes, accounts receivable, accounts payable, human resources, and insurance management.
Established operational protocols to enhance logistics efficiency and reduce transit times.
Implemented technology solutions for real-time tracking of shipments, improving delivery accuracy.
Owner/President
15 Years 9 Months
Original Produce Distributing Inc. | 01.2007 - 10.2022
Managed all aspects of owning a small business as well as personal sales.
Directed daily operations for distribution of fresh produce to ensure timely deliveries.
Developed strategic partnerships with local farmers to enhance supply chain efficiency.
Account Executive
5 Years 10 Months
Tom Lange Co. | 01.2001 - 11.2006
Sourced produce and arranged transportation as an individual salesperson.
Cultivated relationships with clients to drive sales and enhance customer satisfaction.
Account Executive
4 Years 11 Months
CH. Robinson Co. | 12.1996 - 11.2001
Sourced produce commodities and arranged for transportation to meet customers' delivery needs as part of a team.
Developed and maintained strong client relationships to drive sales growth.
Education
Bachelor of Science - Marketing
Miami University | Oxford, Ohio, USA
Skills
Small business management
Business operations management
Proven sales performance
Advanced problem solving
Customer service focus
Negotiation skills
Effective communication
Relationship management
Financial analysis
Accomplishments
Original Produce Distributing Inc.
Exceeded annual gross revenue of $3.5 million in each year of business including personal sales and two employees.
Original Logistics Inc.
Managed a successful sales team of 3 members who consistently exceeded $3 Million in annual gross revenue each year in business.
Career
Maintained business relationships for over 18 years while consistently adding new customers in order to have the enough revenue to successfully own two small businesses.