Sales Customer Service

Education:

University of Houston **/****-*/****

Bachelor of Business in Finance Cumulative GPA above 3.0

Recent Experience:

Massachusetts Mutual 06/2013-Present

Financial Services Professional

Sold business financial services and products to a client base exceeding $5M in annual returns. Achieved sales increases by $2M and extended client bases by 3 times.

Handled clients with revenue over $21.2M in which I advised and aided them with all parts of their business including, but not limited to daily business, future expansion, and advised changes/modifications to existing agreements and strategies.

Sold and provided financial services that achieved direct client tax savings of over $1.1 M dollars annually.

Developed a broad working relationship with existing clients and added new clients that increased overall business by $1.2M

Analyze client’s financials, needs and opportunities and present solutions to potential clients ready for implementation.

Helped value client’s businesses and prepare exit and succession strategies.

Implemented period goals to increase both client and my overall billable services which resulted in a quarterly increase in both every year.

Worked to increase office exposure and marketing using client events. This resulted in over $4M dollars of new business opportunities..

Was responsible with setting up and hiring of a new office.

Access Data Supply 08/2012-06/2013

Contractor/Analyst/Project Manager

Met with potential clients including the City of Houston achieving contracts in access of $ 10M.

Sold, developed and performed database analysis services looking for inconsistences and trends to increase client incoming revenue.

Developed and performed multiple compliance analyses for the City of Houston resulting in $2M in increased revenue in six months.

Developed and designed analyst dashboards for financial and open data reporting service products for use by other departments. Thereby, increasing service billable hours.

Worked with existing systems to look for ways to lean out processes and create more stream lined productivity. (Six Sigma)

Created training tools and ran training workshops for the City of Houston analysts.

White Technical Services 08/2009 – 08/12

President and sole employee

Sold and provided technical computer service on both Microsoft and Apple operating systems including both software and hardware.

Hired contractors to increase billable hours and expand our business footprint.

Helped business clients select new systems and install these systems into their existing network

Created and installed multiple business networks.

Apollo Group / University of Phoenix 01/2007-08/2009

Enrollment Counselor

Trained multiple counselors focused on retention and new enrollments

Managed over 2500 students accounts

Consistently exceeded goals for student enrollments

Increased retention rate by 20% and held a 90% overall new student retention

Other Work Experience

Multiple years of telecom sales (cell phones) for all the major carriers.

Experience in retail sales and customer service.

Awards:

Rising Leaders: MassMutual (First Year Top Tier Sale Producer)

U of H Dean’s list multiple times

7th out of 568 students in class stock trading assignment Top 1%

Best Marketing and Business Plan selected by the Marketing Department of U of H

Most Sales, 1st quarter of employment: Verizon Wireless

Yearly Sales award: Sprint Telecommunications

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