Project Management Business Development
Resume:
Fort Worth, TX *****
*******.******@*****.***
E X E C U T I V E S A L E S C O N S U L T A N T
S U MMARY
Natalie Amos
Sales Experience (17+ years)
Financial Consulting (15+ years)
Business Development (15+ years)
Project Management (15+ years)
Financial Management (6 years)
Achievement Driven
Relationship Managment
Self-Starter
Microsoft Word
Sales Force
CRM
Microsoft Word, Excel, Power Point
"The Mindful Gardener: A Success
Guide to Organic Raised Bed
Gardening for Beginners"
Published Author 2022:
S K I L L S
A C H I E V E M E N T S
E D U C A T I O N
Washburn University
2005
BBA - MARKETING
E X P E R I E N C E
AspenRidge Wealth Advisors - Ameriprise Financial
2023 - Present
FINANCIAL WEALTH ADVISOR
Advised on trade execution, managed internal systems, and wrote financial plans for clients with over $200M under practice management.
Advising clients and executing on investments, retirement planning, and insurance decisions, depending on their financial goals.
Monitoring financial markets and economic conditions. and researching suitable investment opportunities for clients. Wellendorf ENT-PC
2019 - 2023
EXECUTIVE SALES CONSULTANT, MEDICAL
$800k sales increase and financial retention by restructuring the medical practice.
Led project management of the first Teladoc system resulting in 102% sales increase.
80% YoY sales increase and patient retention through conducting extensive variance analysis to control costs and improve profitability.
Conducted cost and revenues forecasting, risk analyses, and monthly and quarterly AR & AP reconciliations.
QLS Transport LLC
2017-2018
OWNER
Sold my company "in the black" with over $500k in combined sales revenues and contracted clients.
Generated $600k in sales revenues in the first eight months of business operations.
Operated autonomously in all facets of the business. Scott Specialites Inc & Wellendorf Enterprise LLC
2007-2017
VP & DIRECTOR - SALES DEVELOPMENT
90% YoY Growth 6 state territory orthopedic sales
Landed the only Preferred Vendor Branding within McKesson billion dollar wholesaler network, resulting in an 102% increase in nationwide sales.
Worked directly in an upper management role with Scott Specialties CEO, VP, and company employees in developing new system implementations, data analysis, and sales https://a.co/d/5c8oA8E development and expansion.
* Currently in process of recertification
Series 7 License, 2006 *
Series 66 License, 2006 *
Life & Health License, 2006 *
Sales Executive with 17+ years of solution selling, project management, and business wealth development experience. Trusted with a proven aptitude for generating and increasing profitability, building winning teams, and a dedication to ensuring client success. As a published author, former NCAA Division I track & field athlete, and successful entrepreneur, I thrive under pressure. I excel when faced with challenges and take pride in the mindful discipline needed for success. Driven by a positive, highly motivated “can-do” leadership spirit, and meticulous attention to detail, I provide exceptional financial growth to your team.
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