CAREER OBJECTIVES:
To secure a position in a challenging environment requiring uses of my professional, organizational, and communication skills.
Summary of Qualifications
* Demonstrates technical proficiency
* Accomplishes all given tasks in a timely manner
* Self-motivated
* Excellent communication and writing skills
* Deals extremely well with customers/very personable
RELEVANT WORK EXPERIENCE:
Petzl
Williamsville, NY. (07/2020-Present)
Principle Agent for Northeast Territory:
Sales agent and owner of the Northeast Territory.
Provide PPE safety gear for retailers and end-users in the Northeast.
Increased sales numbers by 200k first year and by 300k the second year.
Provide trainings and demonstrations to clients on PPE gear.
Conducted virtual demonstrations and presentations.
Traveled several times a month visiting clients and potential clients.
Full control over my schedule and travel arrangements.
Attend trade shows to assist with marketing the brand.
Utilizing Microsoft Dynamics 365 to help track everyday work process along with Salesforce CRM
Kee Safety
Cheektowaga, NY. (10/2018-07/2020)
National Safety Outreach Consultant / Business Development Manager (GDM):
General Manager Personally requested for me to assist in running the GDM division.
Outsource safety information and webinars invitations to prospecting clients on a national level
Interview and Hire new employees for the GDM department.
Train new employees in the GDM department.
Meet and exceed weekly performance quota.
Developed a new partnership pricing structure pamphlet for partnering roofing companies.
Help generate 20-30% sales increase for Regional Sales Managers and Kee Safety.
Attend trade shows to assist with marketing the brand.
Kee Safety
Cheektowaga, NY. (8/2017-10/2018)
Regional Sales Manager:
Transitioned within the Regional Sales Manager 12-month training role within 3 months which is the fastest transition in the company’s history for that position.
Covered New York State Territory with up to 50% travel.
Worked with Reputable facilities such as Cornell University, University of Buffalo, Chobani, Hamilton College, Dunlop and more.
Met my monthly quota goal and at time exceeded them.
Did educational presentation on OSHA safety codes and their requirements for individual facility.
Overviewed professional blueprints and designed Fall Protection layout solutions based on our products and services.
Morgan Stanley
Williamsville, NY. (1/2017-8/2017)
Wealth Advisor Associate:
Selected from over 30 candidates for the one position as a Wealth Advisor Associate.
Studied for my New York State Series 7 and Series 66 Investment Exams.
Worked side by side with senior advisors assisting in developing a cohesive financial plan for their clients.
Attended meetings and presentations from partnering financial firms.
Citizens Bank
Buffalo, NY. (7/2015-12/2016)
Personal Banker Universal:
Provided banking service for existing and new customers with opening and closing bank accounts such as Checking, Savings, Money Market, loans and more.
Built a book of business with local professional clients in downtown Buffalo such as Lawyers, Judges, Business owners and more.
Met and exceeded my goal to create new accounts and deposit numbers on a quarterly basis.
Assisted the teller line when branch became busy.
Worked side by side with branch financial advisor to help formulate financial plans for certain clients.
Citigroup
Amherst, NY. (1/2015-7/2015)
Accounts Control Professional:
Processed and overviewed 300+ KYC documents weekly.
Utilizing Power Point, Word, Excel to review and reference various data entry.
Showed leadership under a team environment.
Meritain Healthcare
Williamsville, NY. (6/2014-1/2015)
Plan Document Writer:
Overviewed, corrected and modified TPA (Third Party Administrators) group insurance plan documentations.
I incorporated different formats and insurance languages to match the modifications that was requested.
Utilized my knowledge of insurance to provide recommendations for plan adjustments.
Mass Mutual
Williamsville, NY (7/2013-5/2014)
Financial Service Professional:
Was the only one within my hiring group requested to be apart of a new and growing 403B market division that was just created.
Overseen marketing territory such as Buffalo School District, Cheektowaga School District and Amherst School District
Provided educational seminars and lunch-and-learns to teachers and faculty members at the schools.
Work along with Mayor Brown and others to come up with financial education solutions to provide to the community.
Wellcare
Buffalo, NY (5/2011-10/2012)
Benefit Consultant:
Conducted formal and informal community events and functions for Medicare beneficiaries.
Went above and beyond for my individual clients by consistently meeting with them at there convenience to go over the Medicare plan and benefits.
Provided educational seminars in community locations to assist Medicare recipients.
Met and exceeded my sales quarterly quota.
Additional Strengths
* Expert knowledge of Microsoft office applications to include Excel, PowerPoint, Word and Access
* Proficient in Microsoft Dynamics 365 and Salesforce
* Proficient in data entry – Alpha/Numeric, and Graphic/Fine Arts
* Exceeds standards for work production
* Excellent grammar and English comprehension
* Quick to grasp new concepts and ideas
* Managing and training background
* Skilled at Interviewing and Hiring new employees
EDUCATION:
Attended Bryant and Stratton College for my bachelor’s degree in Financial Services.
Graduated from McKinley High School, Buffalo, NY/Advertising Art/ Photography major, 1999-2002