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Results-driven Sales and Account Management professional helping Financial Advisors with a proven track record of generating over $5M+ in annual revenue while managing 150+ active accounts and maintaining a 84% retention rate. Recognized as a multi-year top performer, expertise includes driving revenue growth, designing effective training systems, and leading innovative marketing strategies.
Retired U.S. Navy Chief Petty Officer with extensive experience in IT and cybersecurity, held Top Secret/SCI clearance. Strong leadership background managing multiple teams of 50+ people across multiple countries. Committed to being a great steward of time and resources to help the entire team achieve success together!
Multi-year top performing sales and revenue growth leader. Developed Marketing Strategy Plans to help Financial Advisors align with industry best practices and manage marketing budgets of $20M+ directly leading to higher client ROI and 30% company revenue growth year over year.
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HubSpot or Salesforce CRM
Google Workspace
Microsoft 365
Front
Dialpad
Apple