Sales Training

Vice President

Sales Leader / Business Development / Director of Operations / Training

Leader / Entrepreneur

Highly innovative and performance-focused business professional credited

with enhancing department build outs through targeted and aggressive goals.

Acknowledged for outstanding ability to identify opportunity areas to

target markets, develop leaders within the organization, and deliver

superior client services that all drive increased revenue. Proven ability

to utilize technology and personal interaction to build and grow

departments to high sales growth.

. Accomplished leader & negotiator

. Coaching and mentoring

. Top producer & manager

. Training and sales leader

. Relationship management

. Business development & growth

. Financial markets research

Selected Achievements and Skills

Leader of small and large teams (3-300).Strong communicator one-on-one or

in group presentations. Work well with all levels of management. Vice

President of Investment Department recruited to build out and grow assets

under management. Currently managing over 40MM in client assets

specializing in the high net worth, business owner and executive niche.

Initial investor and board member of successfully launched online training

company growing it to a little over 500K in revenue the first year then

negotiating the sale to a private buyer. Was part of growing an insurance

company from 50MM in revenue to over 500MM and taking that company public.

Have worked in several industries including banking, insurance, and

financial services.

. Experience working with business owners and executives developing

strategies to maximize their business and personal earning and

investment plans. Face to face and over the phone meetings to

facilitate strategy sessions and close accounts. Successfully

negotiated strategic partnerships with leading CPA firms as well as

bank branches. Wrote & distributed training content, press releases;

designed media kits & ads; managed financials, trained staff on sales

techniques & customer service expectations. Managed social media.

. Strong sales, training & closing skills. 2009 personal production of

over 400K with 2010 projected at over 700K. Brought in over 40MM in

assets under management over the past 2 years. Doubled revenue within

territory in first 6 months as a Vice President. Fulfilled customer

objectives through analysis of market needs and close collaboration

with operations and other department leaders.

. Strong Military Leadership and training background. Over eight years

experience as a military operator. Served in various locations

throughout the world and led many soldiers during conflict and

peaceful missions. My expertise encompasses all aspects of revenue

growth, sales, marketing, operations, business development, content

strategy, marketing distribution and media sales. My proficiencies

include strong leadership and relationship building skills.

Career Overview / General Experience

Guaranty Bank & Trust

Vice President recruited in 2009 to build out a wealth management and trust

department from scratch. Brought in over 15 Million in new investment

assets in 2 months. Negotiated an acquisition of a retiring independent

advisors book of business which led to over 95% client retention and 25%

growth of assets. Grew combined book to over 40+ MM. Serve on private

school endowment board and sought after community leader. Successfully

developed bank & CPA partnerships to solidify myself as the sought after

wealth management leader in the Northwest Mississippi area.

Waddell & Reed Financial

Financial Sales Manager from 2008-2009. Licensed in AR, TN, MS, LA & FL for

series 7 & 66 - as well as life, health, accident and annuities. Obtained

11M in assets under management within 12 months and production of over

260K. Built successful inter-office partnerships for increased service and

sales to clients managing over 34M. Division managed over 100MM in assets

total with over 900 client relationships. Developed sales teams, coach &

mentor training and developed sales tools.

Direct Insurance Corporation

Director of Training and Operations from 2000-2008. Honored to be a part of

the growth and successful IPO launch of a non-standard auto insurer that

had a unique business model. Instrumental in developing the overall

organization's current training department. Managed all the licensing and

training for agents & claims personnel. Also provided oversight of

investment income strategies. Founded a career and sales training path

based on adult learning theories, blended training and key technical

accelerators. Developed a "Learning Management System" that allows for

employee records tracking, retention and goal progression. Facilitated the

leadership development program for over 600 leaders and recruited agents

and other executives. Also from 2005-2007 co-founder and initial investor

of The Instructor Group which was an online training venture. We sold the

organization and content to a South African training company.

U.S. Army (Active Duty)

Military Police Investigator (Staff Sergeant, E-6) 1993-2000. Received over

30 awards, recognition, medals and honors for meritorious serviced to the

US Army. Trained Military police soldiers on law enforcement investigation

missions as well as combat military missions. Developed special response

team and protective services training in excess of 40 hours. Lead a team of

military police investigators and were a part of history as the last

American soldiers to leave Panama. We oversaw security and investigations

during the downsizing effort (per the Torrijos-Carter Treaties) and were

honored to be a part of that great treaty.

EDUCATION AND TRAINING:

Southeastern Louisiana University (Political Science).

Over 7 years of military and civilian (DOD) correspondence throughout my

Army career.

. Advanced math - to perform complex calculations of range, velocity,

pitch, altitude and similar - Engineering - battlefield engineering to

quickly build and deploy defense positions

. Military operations academy - air load planning, large scale logistics

and deployment

. Military leadership academy - military leadership, operations, command

and control

. Military Police Academy (US Army), Ft. McClelland, AL.

. Military Instructor Certification, Ft. Hood, TX

. Extensive training (Protective Services Missions), Ft. Polk, LA and

Panama.

American Education Institute - Claims Law Associate

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