Enterprise revenue executive with 15+ years of progressive leadership across B2B, B2C, and omni-channel environments. Proven history of owning revenue and P&L, scaling go-to-market strategies, and building high-performing sales organizations aligned with CEO, board, and investor priorities.
Overview
17
17
years of professional experience
3
3
years of post-secondary education
Work History
Senior Sales Account Manager, Commercial Strategy
BuzzRx
Irvine, CA
05.2020 - Current
4× President’s Club honoree; consistently ranked in the top 3% nationally over six years.
Generated $2M+ in gross profit through account revitalization, CRM optimization, and disciplined execution.
Lead and develop high-performing sales teams; establish GTM strategies, SOPs, and territory plans across Southern California.
Drive client retention and community outreach initiatives, delivering 120,000+ prescriptions.
Build scalable training programs and sales enablement frameworks to accelerate performance.
Manage script volume and national pharmacy relationships including Walgreens, CVS, Albertsons, Rite Aid, and Walmart, creating demand through partnerships with providers, hospitals, ERs, urgent care, nursing facilities, and senior living communities.
Financial Advisor, Realtor, MLO
Self-employed (Cetera, Prudential, Keller Williams, GW Golden, City First)
06.2015 - 12.2025
Senior Financial Advisor, Realtor, and Mortgage Loan Originator with 6+ years of experience delivering financial planning, investment advisory, real estate, and mortgage solutions across regulated environments.
Advise clients on financial strategies, real estate transactions, and mortgage products, aligning solutions with goals, risk profiles, market conditions, and regulatory requirements.
Manage end-to-end client engagements, including portfolio reviews, property buying/selling, loan origination, documentation, underwriting coordination, and closing execution.
Lead negotiations and complex transactions, protecting client interests while securing optimal financial, lending, and contractual outcomes.
Drive business development through referral networks, strategic partnerships, and professional networking with real estate agents, lenders, and financial professionals.
Partner cross-functionally with compliance, operations, marketing, processors, and underwriters to ensure scalable, compliant, and client-centric execution.
Licenses: FINRA, CA Insurance - Life, Health, LTC/Disability, P&C, NMLS, CA DRE Real Estate
Sr. Strategic Wholesale Executive
Kohler Co.
Los Angeles, CA
01.2013 - 01.2014
$6.5M in direct personal sales towards $45M Branch plan | West Coast rank #1 and #3 in Americas
Grew market share from 2.4% to 4.4% | World Class merchandising and distribution
27 new projects, extra $2.5M+ | Projects: Marriott, Ritz-Carlton, Toll Bros, and KB Homes
Built relationships with 100+ plumbing contractors, architects & designers, and builders
Assessed opportunities, analyzed departmental budgets, and identified trends to improve processes and execution to minimize expenses and optimize profits in wholesale operations.
Senior Account Manager
Canon Business Solutions
Ontario, CA
01.2009 - 01.2012
Achieved 100%+ quota attainment three times during recessionary markets.
Generated 70%+ net-new business across multiple verticals, including enterprise and F-500 clients such as Hoya Surgical Optics, American Financial Network, Pall Corporation, and Tree Island.
Led CRM transformation initiatives to improve pipeline visibility, forecasting accuracy, and sales execution.
Delivered enterprise hardware and software solutions with measurable client ROI; leveraged data analytics and Crystal Reports to support business outcomes.
Recognized subject-matter expert in Canon technologies, including hardware, software, color, and high-speed offset-grade digital systems; earned 60+ technical certifications.
Implement effective strategies by leveraging Salesforce, Microsoft Dynamics, SAP
Cold calling, solution selling, and sales presentations
Strategic client partnerships
Accomplishments
At BuzzRx: Consistently ranked in the top 3% nationally, 4× President’s Club honoree, achieved 3300% of quota in 11/24, and delivered 120,000 scripts and $2M+ in gross profit in 2024.
Technology Expertise
Salesforce, Microsoft Dynamics, SAP, Zoho,
Microsoft SharePoint, Microsoft Office Suite
Auto Dialer: Connect & Sell, PhoneBurner,
Datebase: SalesGenie and RainKing
Proficient with a full range of office technology solutions
Licenses Certifications Registrations
CA DRE, 02056228
NMLS, 1696603
CA Insurance, 0K46362
Financial Advisor, Planner
Training
Sales methodologies: Sandler Selling, SPIN Selling / Miller Heiman, Buyer-Approved Selling, Brian Tracy programs
Attended 100+ F-500 C-suite workshops across sales, operations, and business development