Shelley M. Walsh
Fort Mill,SC
Summary
Results-driven business leader specializing in consultative selling and strategic partnerships. Skilled in risk management and financial strategy, driving growth and securing capital for SMEs. Experienced in cultivating partnerships, retaining key accounts, and enhancing profit channels. Proven capability in expanding networks, implementing pricing models, and executing turnaround strategies.
Overview
15
15
years of professional experience
1
1
Certification
Work History
President
Hygee Group LLC
07.2022 - Current
- Provided consultative direction and resources to individuals and small to medium-sized businesses, mitigating potential risks and maximizing protection while increasing growth potential and securing top talent. Delivered financial services expertise and tailored recommendations for various products.
- Managed financial planning, budgeting, and resource allocation for sustainable growth.
- Developed strategic initiatives to enhance operational efficiency and market presence.
- Led cross-functional teams to drive project execution and align business objectives.
Business Development Officer/VP
AmeriFactors
10.2021 - 07.2022
- Networked and aligned with brokers, bankers, lenders, private equity, CPAs, fractional CFOs, owners, and bankruptcy attorneys to offer non-recourse AR financing options from $100k to $10M for SMEs across various industries.
- Developed strategic partnerships to enhance service offerings and client satisfaction.
- Conducted market research to identify new business opportunities and trends.
- Collaborated with cross-functional teams to align business goals and initiatives.
Business Development Executive
Coface North America
06.2016 - 10.2021
- Advised C-level executives of SMEs with revenues of $5M - $500M in Southeast on mitigating customer bankruptcy and protracted default risks.
- Managed client accounts to drive satisfaction and retention.
- Collaborated with financial institutions and advisors to improve service offerings.
- Review Financial Statements & request credit limits.
Director of Corporate Sales
Impact Technologies Group
09.2014 - 01.2016
- Achieved financial growth by cultivating strategic relationships with C-level management.
- Expanded national market presence for proprietary enterprise financial software.
- Executed project tasks in alignment with contract terms and objectives.
Financial Advisor
Consolidated Planning
09.2010 - 09.2014
- Conducted consultative, holistic financial reviews of individual and business owner's financial documents to identify gaps and opportunities.
- Developed personalized financial plans for clients based on individual goals.
- Advised and implemented tailored solutions to address deficiencies, enhance protection, mitigate risks, safeguard cash flow, and align with future objectives.
- Analyzed market trends to provide informed investment recommendations.
- Educated clients on various financial products and services available.
Education
BS - Business Management
Cal State Long Beach & Univ of Phoenix
Skills
- Business Development/Hunter
- Strategic Partnerships
- Account management
- Consultative Selling
- Financial Acumen
- Risk Management
- Market Analysis
- Multi-Tasker
- Communication skills
- Interpersonal skills
- Relationship Building
Certification
- Property
- Casualty
- Life
- Health
- MedSup
- Disability
- Long Term Care Ins.
Industry Experience
- Recruiting/Consulting/Advising
- AR Funding/Financing
- Trade Credit Insurance
- Financial Planning
- Life, Health & Disability Insurance
- Long Term Care Planning
- Ancillary Employee Benefits
Timeline
President
Hygee Group LLC
07.2022 - Current
Business Development Officer/VP
AmeriFactors
10.2021 - 07.2022
Business Development Executive
Coface North America
06.2016 - 10.2021
Director of Corporate Sales
Impact Technologies Group
09.2014 - 01.2016
Financial Advisor
Consolidated Planning
09.2010 - 09.2014
BS - Business Management
Cal State Long Beach & Univ of Phoenix