SUMMARY

Sales Professional with successful experience in the Financial Services & Medical Equipment industries. Offering seven+ years of Business to Business (B2B) sales with constant increasing production. Passionate to continue to grow within a competitive sales position at a company with strong core values. Ability to identify complex markets for new clients. Looking for a new, challenging and rewarding industry to expand on strong sales background.

PROFESSIONAL EXPERIENCE

First Financial Group Park Avenue Securities, Dallas, PA San Diego, CA June 2012 – Current

Financial Advisor

●Well developed Financial Planning & Analysis experience (FP&A)

●Consult with clients to establish financial goals and needs, developing personalized investment growth plans to meet client objectives

●Educate & provide sound, comprehensive financial advice to individual clients and business owners

●Co-create with clients, personalized strategies to protect their assets, while implementing long-term strategies to maximize wealth.

●Analyze client Debt Service profile’s to ensure minimal interest and expense without impacting cash flow

●Successfully help clients implement long-term strategic financial decisions by indentifying specific client goals & objectives

●Direct oversight of $5,000,000+ of client investment assets

●Empower clients to maximize their financial strengths while mitigating risk

●Ranked in the Top 2% of the “New Associate of the Year” Award out of 200 Firm Associates throughout eight office locations (2014)

●Continuously achieved an annual clientele base increase by 20%

●Train & educate approximately 10-15 new firm associates quarterly on the Financial Services industry and growing a financial planning firm within the first five years

●Actively market my personal & professional brand in order to attract new clients and niche markets

●Independently manage complex market niches

JL Tax & Accounting Services, Dallas, PA January 2010 - Current

Business Manager

●Volunteer during tax season (Virtual)

●Oversee daily tasks during the tax season including: client on boarding, centralize all clients into our Customer Relationship Management system, taxation analysis, preparation of both individual income tax returns and Business Schedule-C tax returns

●Active insight of Generally Accepted Accounting Principles (GAAP)

●Present a comprehensive overview to each client in regards to their specific taxation needs

●Constantly managing the CRM to reflect up-to-date statuses and information on all clientele

Cooks Medical Equipment, Pennsylvania, New York & New Jersey June 2010- September 2012

Medical Sales Representative

Oversee the entire sales process from inception to completion

Actively solicit new business from hospitals, physician’s offices, durable medical equipment companies (B2B Sales)

Continuous relationship management to existing clientele business

Ranked 1st out of 15 sales representatives in new business generation (2011)

Navigate new niche markets for generation of new business

Familiarize with competitors products & services

Constantly obtain or surpass sales quota

Orchestra the sales process for new business through CRM lead system & personal market niche research

Present products & services via face to face meetings, Skype & GoToMeeting and on-site presentations

LICENSES

Series 6 Licensed March 2013

Series 63 Licensed May 2013

Life, Accident, & Health Insurance Licensed January 2013

EDUCATION

Misericordia University, Dallas, PA

B.S.; Business Administration - Finance 3.5 GPA

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