Versatile Managing Director with proven abilities across all levels of organizational management. Talented in developing partnerships, overseeing personnel and developing tactical plans to meet strategic goals. Proven leader with significant background in team building, cross-functional collaboration, and demonstrable results.
Overview
20
20
years of professional experience
2
2
years of post-secondary education
Work History
Enterprise Account Executive
Corcentric
Boulder, CO
02.2023 - 11.2023
#2 performer covering the coastal Pacific states.
Only member of 5 person hiring cohort to close business in 2023.
100% of quota (2.8MM)
Found solace in complex, high-ticket, long sales cycle landscapes.
Self-motivated, with a strong sense of personal responsibility.
Skilled at working independently and collaboratively in a team environment.
Managing Director
Colorado Lending Group
Boulder, CO
2013 - 2022
Lead the highest grossing team for for small brokerage firms in CO and ID with over 1B in gross sales in 2021.
Grew revenue by 290% by challenging my team of 25+ professionals to communicate honestly, fail valiantly, act compassionately, and respond accordingly.
Created a business plan to transform the company's sale process to customer-centric by improving mutually beneficial relationships between buyers and sellers. Adopted in 2021; resulted in increase repeat business by 30% in revenue and volume.
Company gross sales in 2021 over 1 billion
Spearheaded successful business development initiatives aligned with company's strategy and core competencies.
Monitored office workflow and administrative processes to keep operations running smoothly.
Senior Account Executive
Wells Fargo Advantage Funds/Evergreen Investments
Boston, MA
01.2009 - 01.2013
#1 performer for 4 years; Engaged in consultative sales with prospective B2B clientele by applying expert-level knowledge of 3 product areas.
Boosted sales revenue 18% YoY and ensured seamless culture-to-culture transition through merger between Evergreen Investments and Wells Fargo Funds
Hired and actively managed 50+ account executives and BDR's across 7 states, including hiring 30 new sales professionals to fill the inside sales function
Recognized as “Best Presenter” in 2010 and 2012 out of 80 senior professionals
Monitored staff performance by actively engaging in and observing day-to-day activities.
Account Executive
First Coverage
Boston, MA
01.2007 - 01.2009
Built and strengthened relationships with new and existing accounts to drive revenue growth (100+% quota met every year)
Led targeted sales conferences with stakeholders in San Francisco, Los Angeles, Denver, Houston, and Dallas, consulting financial analysts, chief equity officers, traders, and hedge fund managers
Converted 35% of qualified leads to meetings and 10% of those meetings to sales.
Education
EMBA -
Quantic School of Business
Washington, DC
10.2022 - 12.2024
Bachelor of Arts (BA) - English
Wheaton College, MA
Norton, MA
06.2003
Skills
Software: Microsoft Suite, Google Suite, Salesforce, Agile, Hubspot, ZoomInfo, LinkedIn Sales Navigator, Slack, Clearbit, Growbot, Pipedrive, Demodesk, etc
Functional: Excellent written and Verbal Communication Skills, Cross-Functional Collaboration, Organizational Strategy, Problem Solving, Innovation, Revenue Forecasting, ICP development
Leadership: Training, Onboarding, Team Building, People Management, Business Development, Strategic Planning, Mentorship, Product and Program Management, Negotiation, Recruitment, Target Marketing, Lead Generation, Forecasting, Pipeline Management, Tech Stack Training
Outreach Initiatives
Budget Development
Effective Customer Communication
Business Development and Planning
Key Account Management
Sales Strategies Implementation
Strategic Selling
Forecast Preparation
Customer Relationships
Strong Presentation Skills
Contract Negotiation
Verbal and Written Communication
Lead Prospecting
Sales Quota Achievement
Accomplishments
Foundations of Data Analysis | Google
Foundations of Project Management | Google
Product Management Essentials | University of Maryland Business School
Introduction to Cybersecurity and Tools | IBM
Customer Segmentation and Prospecting | Kellog/Northwestern
Account Management and Salesforce Design | WVU John Chambers Business School
Boosting Productivity Through the Sales Stack | Salesforce
Groundwork for Success in Sales Development | Salesforce
Impact Measure and Management for the SDGs | Duke/Fuqua
Sustainable Development Goals | University of Copenhagen
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Quote
Success is not final; failure is not fatal: It is the courage to continue that counts.