Developed high-performing teams by providing mentorship, guidance, and opportunities for professional growth.
Highest GDC growth year over year 2024,2023
Highest Percentage of Annuity Growth
Leader of Excellence every year at Penn Mutual 2021-2024
Royal Blue Qualifier 2022 and 2024
Established a culture of continuous improvement by fostering open communication channels and empowering employees to voice their ideas.
Cultivated a positive work environment that fostered employee engagement, increased retention rates, and boosted overall team morale.
Executive Vice President
Penn Mutual, (21st Century Financial)
02.2021 - 06.2023
-Leader of the Columbus, OH for Penn Mutual and 21st Century Financial. Recruit, retain, develop Financial Professionals
-Managing office staff and 2nd line managers in the Columbus Office
-Doubled the number of Leaders Club qualifiers in less than one year in the office
-Exceeded FYC goal for Life and Annuity by over 200% in 2022
-Responsible for running profit and loss for the Columbus organization for Managing Partner Michael Sarver
-Mentoring New Organization Advisors and New Sales Managers in the entire organization of 21st Century Financial (Akron, Chicago, Cleveland, Columbus, Minnesota and Pittsburgh)
-Help existing Brokers and Advisors in the organization process life and annuity business
-Run training and sales meetings for Columbus office
Partner
New York Life
07.2016 - 01.2021
-Recruit, retain, develop Financial Professionals
-Help Managing Partner run the office
-Built a Top 30 Team at New York Life by 2019. Leading Partner Award in the company. Led Zone in POP % that year for Partner Class
-Partner of the Year in Columbus GO 2017, 2018, 2019, 2020
Associate Partner
New York Life
01.2016 - 06.2016
-Built a new unit of Agents at New York Life
-Finished Program top 3 AP
-First Year as Partner POP over 900%
-7 Pro Active Agents at end of 6 month program
Financial Services Professional
New York Life
02.2013 - 12.2015
-Help clients with life insurance and retirement planning
-2 Executive Councils, Rookie of the Year, Life FYC Champion, 2 time TAS Agent of the Year
Volunteer Lead Alumni Group Facilitator at Lifepoint Health, Columbus SpringsVolunteer Lead Alumni Group Facilitator at Lifepoint Health, Columbus Springs