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Sales Executive

Fort Lauderdale, Florida, United States
September 29, 2018

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***** *’Ermitage Circle

Boca Raton, Florida 33433




A motivated, energetic and results-oriented professional with a track record of leading organizations to improved profitability and efficiencies. Recognized for the ability to create and implement successful financial strategies while building internal consensus and delivering performance beyond expectations. future utilization alternatives within a dynamic and fast-paced organization could include:

A principal leadership role (Senior Sales Executive, Division or Regional Executive).

A Marketing, Business Development, Sales Management position, or Leadership role.

A Project Manager/Consultant Position/Business Development Role


Executive involvement in a series of rapidly changing and competitive environments, each of which have posed numerous challenges, and has generated comprehensive expertise in the following areas: General Management, Sales & Marketing Management/Direct Sales and Financial Management/Problem Solving. Related accomplishments and skills are highlighted beneath each of the functional groupings.

-General Management-

Led teams of up to 50 and directed 10 senior managers. Applied innovative thinking to reverse negative operating trends and drive revenues and profits to new levels. Accomplished unprecedented results through creative solutions to complex business problems. Personal attributes of spark, enthusiasm, energy, ingenuity, and the ability to create positive change.

Selected and hired key employees and built operational work teams to focus employee efforts towards meeting annual and long-term business goals.

Developed and implemented sales processes that supported organizational goals and exceeded company’s profit expectations.

Developed and implemented administrative processes that received exemplary remarks from internal and external auditors.

Adept at working with outside Board of Directors on continuing management initiatives and skilled at making presentations at Board meetings.

Increased the skill level and broadened the knowledge of employees by developing sales and marketing training programs.

Revitalized staff and team members through a highly energized and professional approach to business.

Provided leadership for non-profit organization, resulting in Board revitalization and financial turn around.

-Global Sales & Marketing Management/Direct Sales-

Responsibility for overall marketing strategy, leadership of sales teams, product profitability, product development, and customer service. Focused on consultative and relationship-based sales. Accomplishments and skills include Directed sales and marketing activities, which accounted for a significant portion of personal success. Assumed:

Developed and implemented intellectual property sales processes and methodologies.

Repositioned and redeployed product with historical losses, achieving profitable operation.

Energized staff through personal example, innovative programs, and techniques.

Developed sales force training and sales programs. Facilitated select training programs.

Significantly successful in sales leadership and personal sales. Top sales professional on a variety of special campaigns.

Superior in the delivery of presentations to executive clients, boards, corporate boards and sales teams.

-Global Financial Management/Sales/Problem Solving-

Prepared, monitored, and managed operating budgets and utilized business analysis tools. Concentrated on investment management and portfolio risk management. Evaluated and analyzed corporate and individual investment challenges. Accomplishments and skills include:

Established guidelines, policies, and investment policy statements for multi-million dollar portfolios.

Created and implemented methodology for portfolio monitoring.

Received recognition from internal and external audit teams for quality of portfolio, underwriting standards, and administration.

Developed solutions involving the sourcing of capital (from traditional bank credit to investment banking products), treasury/cash management services, insurance, e-commerce, succession planning, investment management, trust and general advisory services, etc.

Consistently leveraged existing relationships to acquire new clients and gather assets.


Investment Management and Banking (Series 7, 65)

LPL Financial l Private Wealth, LLC Partner/Owner Present

(Global Responsibility) Senior Executive

EDWARD JONES, LLC Financial Advisor 2012 – 2015

(Boca Raton, Florida) Private Wealth Management

JPMORGAN CHASE, Co. Senior Banker 2010 – 2012

(Boca Raton, Florida) Private Bank

BANK OF NEW YORK, Co. Senior Director 2008 – 2010

(Ft. Lauderdale, Florida) Private Bank

SANFORD C. BERNSTEIN Vice President 2004 – 2008

(West Palm Beach, Florida) Private Wealth Management

CAREER PROFILE (continued)

Start-ups and Technology (companies were acquired or merged with each other i.e., role-ups)

INFOMENTIS, INC., Principal 1998 – 2004

Boca Raton, FL (purchased NextLevel Consulting, Inc.)


Boca Raton, FL

SIEBEL SYSTEMS, INC., Managing Partner

Boca Raton, FL (purchased OnTarget, Inc.)


Boca Raton, FL (merged with Target Marketing Systems, Inc.)


PRICE WATERHOUSE LLP, Senior Director 1989 – 1998

Tampa, FL – Miami, FL

ADP, INC., District Manager 1983 – 1989

Pittsburgh, PA


Master of Business Administration (1989)

Tampa College (Tampa, Florida)

Bachelor of Science, Business Administration (1983)

Duquesne University (Pittsburgh, Pennsylvania)


Junior Achievement of South Florida, Inc.

Member of Board of Directors

Member of Executive Committee

JA Foundation Board – Past Chairman

(2002 – Present)

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