CAREER SUMMARY

Financial institution industry in sales and business development roles. Consult with executives in the area of insurance and financial solutions with a central focus on risk management and lending solutions. Skilled moderator between organizations, throughout

the sales cycle. Consummate communicator and relationship manager with a wealth of experience in sales and negotiations.

I have consistently met or exceeded sales goals by closing accounts of various asset sizes, both as part of a team and on my own.

I have a talent for quickly developing relationships with clients and potential customers, identifying product solutions through consultative approach.

SPECIALTIES

Partnerships, project management, process design, branding, technical sales, outside sales, collections, insurance, lending, conflict resolution, revenue forecasting and financial analysis, customer service.

PROFESSIONAL EXPERIENCE

Southwest Business Corp. (SWBC) Salt Lake City, UT

Account Vice-President Jan 2005 – present

• Develop relationships with financial institution executives in Utah, Colorado, Wyoming and Idaho. Act as a consultant to uncover ways in which our programs fit their needs.

• Sell insurance and lending programs to financial institutions, interfacing with C-level executives. Sell software that supports our systems and interfaces with data processing host systems.

• Perform quarterly and annual reviews with existing clients to develop long-term goals in order to maximize efficiency and production.

• Project manage the sales cycle from lead generation through implementation and ongoing service.

• Responsible for managing region’s account manager and product & technology trainer.

• Client portfolio includes 80+ financial institutions, with an annual gross revenue of 2.3 million.

• Consistently meet annual sales goal of $90,000 in new net revenue, and add 3 – 5 new clients per year. 2009: President’s club with a new net revenue of $280,000.

• Form relationships with state credit union leagues and associations. Annually attend Credit Union League conferences to showcase SWBC and network with potential clients.

National Equipment and Service Corp. Irvine, CA

Key Accounts Manager Jan 2002 – Jan 2005

• Industrial equipment sales with a concentration in material handling equipment.

• Responsible for new business development including lead gathering, estimating, writing repair and service contracts, customer satisfaction follow-up, and profit management in the Southern California region, including Orange County and

Los Angeles.

• Consistently attained monthly, quarterly and yearly sales quotas ranging up to and over $150,000, while delivering average gross profit margins of 25-35% on new sales. 2004 sales: 130% of quota at $192,000 in gross sales.

• Key account portfolio included Home Depot Corporate, Costco Wholesale, Disneyland (distribution and park services),

Wal-mart and Orange County Register Corp.

• Responsible for training new account managers in sales software and selling techniques.

• 20-30 inside sales calls per day.

Cingular Wireless San Diego, CA

Account Executive June 2000 – Nov 2001

• Responsible for account development, new sales and customer satisfaction for individual and corporate accounts.

• Branch Account Executive of the month award: June 2001, August 2001.

CERTIFICATIONS

Life & Health license.

Property & Casualty license.

EDUCATION

San Diego State University

Bachelor of Science – Business Administration with concentration in Marketing

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