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Financial Educational Healthcare Specialist

Baltimore, MD
October 04, 2021

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**** ****** **** ***** *********, MD 21211 443-***-****


Finance Specialist, STEM Category Manager and Senior Healthcare Specialist, 18 years of experience managing multi-state territories providing excellent solutions. Proven success in education, healthcare, for internal and external customers. Provide leadership for success developing solutions during rapid changes in industry and federal policies. Coach and train department/school districts, renowned specialists and professors to deliver complex information in a concise manner in education and healthcare. Lead product adoptions including learning plans, hybrid and e-learning S.P.I.R.E. an adaptive learning tool for classrooms. Robotics & Coding, Common Core Clinics Mathematics to meet/exceed CCSS guidelines.

Demonstrated success in:

Manage 11 representatives STEM/STEAM training and selling K-12: MD, DC, DE, VA, WV, PA, NJ

Sole publishing Lecturer, George Mason University STEM Boot Camp 2017;

Created education curriculum in Chemistry and Statistics adopted at all NOVA Community College locations

Collaborated relationships between high school and higher education to improve student success

Educated hospital P&T committee decisions and discharge protocols based upon cardiology and diabetes expertise

Mentored team in leadership and operational procedures offering guidance, training in Education and Healthcare

Trained product/disease-state knowledge to physicians, teammates, leadership team and medical staffs

Extensive relationships with decision makers including school districts, state initiatives, C-Suite Hospital Organizations

Certified specialists as local and national speakers for medical events

Executed events to discuss high-level science and complicated technical solutions, improving patients’ outcomes


Master Product Knowledge Organization/Time Management skills Financial Planning/Data Analysis

MS Office, Salesforce Management Team Leadership Exceed Goals in Higher Education and Pharmaceutical Industry


Licenses: Life and Health Insurance, SIE, Series 6 and Series 63

Ranked #1/ approx. 300 in country for Statistics Adoption in Higher Education 2017

Launched first in class cholesterol (Zetia - 2007) and first in class diabetes (Juvasync - 2011)

Received Region Leadership Award 2009, Sole district member awarded stock options 2009

Won Directors Award (Top 25%), Leadership Award and District MVPeer Award in 2008

Merck Vice President’s Club Award Winner for 2005, 2006, 2007 (Top 10% of Nation for Sales and Job Performance)

President’s Achievement Award 2001

Promoted to Specialty Representative in 2002 and Senior Specialty Representative in 2004

Awards of Excellence 2000 – 2009 (over 75 awards, 9 in 2009, 11 in 2008)


Thompson Financial Group, a MassMutual firm 06/2020-Present

Financial Specialist

Consultant and advocate for retirement, disability, life and health, trusts, insurance and investments.

Merrill, Bank of America

Wealth Management Advising: Financial Advising Development Program 01/2020-05/2020

Training and received licenses throughout their program as a financial advisor

School Specialty 04/2018- 12/2019

STEM Category Manager

Manage sales representative STEM accounts at the state and district level.

Negotiate contracts for MD, DC, VA, WVA, PA, NJ, DE at the district and state level

Train representatives as sales experts for STEM/STEAM/ STREAM

Identify new untapped opportunities, create solutions for school districts through adaptive learning

Exceed sales quota and goals quarterly.

Macmillan Learning 11/2015- 03/2018

STEM Representative

Education, Service and Solutions in Higher Education in Maryland, D.C. and Northern Virginia

Design Curriculum, Lab Manuals and Course Fee Model programs for departments within Universities

First Day of Class education for Faculty and Students

Partnered with schools and bookstores to create affordable solutions for student success

TMS Health, Xerox Cooperation 09/2014- 11/2016

Sales Specialist, Trainer, Clinical Trials Screening

Provide service for multiple pharmaceutical companies in sales, training, and on-going clinical trials

Evaluate account/tactical plans to proactively identify customer needs and drive business results

Analyze medical trends, research data, and market share information to implement business strategies and ensure sales plans are effective and strategic

Merck & Co., Inc. 01/2000 –05/2012

Senior Specialty Representative (09/2004- 05/2012)

Educated P&T committee at Johns Hopkins, St. Agnes Hospital, Harbor Hospital, GBMC, St. Joes Hospital, UMMS, Medstar, Lifebridge: add Zetia to discharge protocol

Relationship manager and liaison to Johns Hopkins and Mid-Atlantic Cardiovascular Associates

Implement and launch drugs to ensure product knowledge, efficacy rates, communication and policy

Certified annually as a resource to all Healthcare Professionals with changes to Medicare D

Promoted to Senior Disease Specialist for Vytorin, Zetia, Januvia and Janumet

Ranked #1 in nation in 2007 for 9 months of the year, finished 2nd in sales for Zetia and Vytorin

Exceeded market share growth greater than the nation in 2005, 2006, 2007 and 2008

Routinely collaborated with Primary Care and Hospital counterparts to ensure a unified sales and business approach

Analgesic and Arthritic Specialty Representative (10/2002 – 9/2004)

Trained and certified thought leaders, Johns Hopkins Hospital, University of Maryland and other major community

Exceeded market share growth greater than the nation in 2004

Coached healthcare representatives in data analysis, best practices and key industry techniques

Professional Healthcare Representative (01/2000 – 10/2002)

Consistently exceeded plan and increased market share for all responsible product lines

Awarded Mid-Atlantic Top Team Award in 2000

Highest market share change award for Zocor in 2001

Mentored cluster/district teammates with disease, product and sales knowledge


Masters Business Administration, University of Baltimore, 2003-Sigma Iota, Honorary Management Fraternity

University of Maryland Dental School, 1994 – 1996-Secretary, Alpha Omega Dental Fraternity

Bachelor of Arts in Psychology, University of Rochester, 1993-Senior Class President, Psychology Teaching Assistant, Resident Advisor, Delta Gamma Fraternity, Rho Chi

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