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Consultative Diagnostic Laboratory Sales and Management

Collegeville, Pennsylvania, United States
August 29, 2018

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**** ****** ****

Collegeville, PA 19426


PROFILE Diagnostic Laboratory Sales Management….

To continue my management career within the Diagnostic Laboratory field. I made the transition from 25+ years in the Financial Services Industry to the Diagnostic Laboratory industry when I joined DRG Laboratory three years ago as a Regional Manager in the Northeast Division. I was ultimately promoted from RM to NE Divisional Director within 2 years by consistently exceeding all sales targets. I now wish to join an industry leading company to expand upon on my knowledge within the Primary Care and Gastroenterology Specialist arenas, and to leverage the contacts that I have successfully made within my tenure at DRG Laboratory. I look forward to building another sales force to help drive increases in revenue and sales growth within the Northeastern United States.


BACKGROUND Diagnostic Reference Group Laboratory August 2015- present

NE Divisional Director, Collegeville, PA

Responsible for growing revenue and production numbers of at home stool kit specimens provided to patients of Gastroenterologists, Primary Care physicians, Functional and Integrative Medicine providers within Northeastern Division. Within last year I had a total of 6 RM’s reporting to me before we had to scale down our business while we “re-tooled”our GI Pathogens Plus Report. Main responsibilities were to make sure that all of my RM’s were hitting sales targets and actively delivering specimen and biopsy kits to the providers to keep steady revenue stream. Increased specimen count from at home stool kits and biopsies by over 60% in year one and continued sales and activity through challenging episode within company when we shut down production from October 2017- January 2018. Was able to keep four key accounts from leaving us through continued contact over that timeframe. Recently confirmed large international contact that is now re-activated through my initiative with a very prominent Australian provider that will help DRG Laboratory remain a viable business entity. Active in all regional and national Gastroenterology/ Functional Medicine annual meetings by staffing booths with RM’s. Met Australian provider at ACG/Las Vegas in 2016.

CarSense/Infiniti/Toyota Nov. 2012-August 2015

Sales Associate, Chester Springs, Glen Mills, PA

Responsible for driving sales within flagship CarSense store in Chester County. Made a very easy transition

from life insurance to car sales due to CarSense’s strategy to hire sales people from outside traditional car

sales environment. Used these positions as a bridge to make transition from Financial Services career to Diagnostic Laboratory Sales/Management.

Highland Capital Brokerage July 2009-October 2012

Sales Vice President, King of Prussia, PA

Responsible for the growth of institutional production side of HCB-Mid Atlantic. Helped establish new

relationships with national accounts that had not been active in area, namely Stifel Nicolaus, UBS, and

RBC Wealth Management. HCB Mid Atlantic was the #1 office within HCB and produced over $30MM in

first year commissions in 2010.

The Hartford October 2005-March 2009

Senior Account Executive, Plymouth Meeting, PA

Responsible for brokerage sales, relationship management and closing sales for wirehouse financial

advisors and regional insurance specialists in eastern PA. Worked predominantly with Smith Barney and

Morgan Stanley FA’s. Generated $1.2MM in insurance commissions in 2008, ranked #31 out of 190 AE’s with The Hartford. Received Executive Club designation in 2009 due to 2008 production, made conference

trips after first three full years with production above $1MM in 2006 and 2007.


Merrill Lynch October 1996-October 2005

Vice President -WPBIS, Blue Bell, PA

Responsible for the development of life insurance plans for estate and business preservation strategies.

Worked closely with financial consultants in preparing wealth transfer analyses and wealth preservation strategies for high net worth Merrill Lynch clients. Worked closely with Merrill Lynch Trust, clients’ attorneys, accountants, and other advisors in tailoring, presenting, and implementing wealth preservation strategies.

Smith Barney July 1994-Sepember 1996

Planning Group Member, Chicago, IL

Participated in the development of life insurance strategies for estate and business continuation plans for financial consultants’ clients in what was at that time Smith Barney’s #1 office worldwide. Presented Estate

Planning client seminars that highlighted life, LTC, and disability income solutions.

The Larry Gordon Agency, Inc. April 1988-June 1994

Brokerage Sales, Chicago, IL

Responsible for brokerage sales, recruiting and relationship management for Transamerica’s #1 general agency during that timeframe. Also represented Sun Life of Canada to Merrill Lynch’s Estate Planning Specialists in greater Chicago area. Increased production by 350% from first to second year of employment.

The Travelers July 1986-April 1988

Brokerage Sales, Hartford, CT and Chicago, IL

Hired as Personnel Assistant in 1986, promoted and transferred to Chicago brokerage sales. Achieved high

sales growth in Chicago market.


EDUCATION University of Notre Dame, Notre Dame, IN

Bachelor of Arts- Psychology, May 1986. Emphasis in Business/Industrial Psychology.

Research Assistant in Psychology Department from 1984-1986.

The American College, Bryn Mawr, PA

Chartered Life Underwriter (CLU), October 2003

Have also completed and conducted a number of classes, seminars under employer auspices in leadership,

team building, sales techniques and effective communication strategies to influence decision makers over

my sales management career.


INFORMATION Negotiable depending upon the position, responsibilities, and the opportunity for professional and income


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