As your local Health and Life Insurance Agent, I am here to improve your understanding of your coverage, and that you're not paying for something you don't want or need.
My goal is to get to know my clients personally so I can better help protect what is important to them.
✓Life Insurance
✓Health Insurance
✓Long-Term Care Insurance,
✓Supplemental Insurance
✓Medicare
✓Retirement Planning
Collaborate with Title, Escrow Officers, Law Firms, and individuals to notarize their critical documents. This is a side hustle I provide in the evenings and weekends. Contacts: Jeff Gibson/First American Title- (949) 291-6682
Grew revenue and net-new logos for Triden portfolio by selling network cyber security, and public cloud expertise. Contact: Paul Edge- Founder/CEO- (949) 633-9768.
Sr. Enterprise AE was promoted to Partner Business Manager in the first year. Led our largest alliance with Ingram Micro producing an additional $3.8M annually in revenue. Contact: Justin Windsor- National Director of Channel- (410) 493-8557.
Spearheaded net-new logos and sold into multiple lines of business (Products, software, and services). Contact: Mark Montano- Director SW.
Accomplishments:
* Achieved 158% quota attainment the first year
* Guest speaker at quarterly Ring the Bell call to share a work ethic and strategy to exceed quota.
* Achieved exceptional inroads into top Value-Added Resellers providing Riverbed with a larger revenue/margin playground. Contact: Cindy Herndon- VP Channel.
OC Realtors
Bayview HOA
Notary Academy Mentorship Group
Home Campus
Newport Beach Chamber
CA Insurance Producer #4238353
AZ Insurance Producer #20476681
FL Non Resident Insurance License #G019370
TX General Lines Agent #3026928
UT Non Resident Producer Indv. #989821
Notary Public- State of CA Commission #2394450
Working Wardrobes 7/2014-Present
Tunnel to Towers 9/2001- Present
HOA Bayview Terrace- 10/2018- Present