Business Development Cycle Management

Sales Cycle Management Leadership and Team Building Account Management

Customer Retention Business Development

Motivated professionals with extensive sales, business development, management, creativity and leadership experience across diverse industries. I am interested in obtaining a challenging position to effectively utilize hands-on experience and knowledge honed throughout my career. The ability to build a genuine rapport with teams and individuals to enhance relationships and create an environment that fosters communication and growth. Excellent sales aptitude and proven track record of success in fast-paced and demanding environments. Expertise in developing and implementing processes that help improve team efficiency and productivity. Proficient with Microsoft Office Suite (Word and Outlook) Windows and Mac applications.

Professional Experience

RLH Associates Inc. / West Palm Beach, FL

Senior Account Advisor / 2019-present

Guided consumers to informed decisions on sales and marketing options, achieving a 95% client satisfaction rate through consistent, data-driven consultations. Elevated client satisfaction by implementing a client-focused support framework, increasing satisfaction scores by 20% through targeted RLH Representative training.

Luxx Marketing LLC / Wellington, FL

Client Services / 2016-2019

Developed and executed multi-channel media strategies (Social, Digital, SEO, PPC, TV, Radio, Print, Outdoor) that increased client brand engagement year-over-year. Improved customer engagement by 30% through ROI-driven marketing initiatives, resulting in a 20% boost in client retention rates.

Palm Beach Processing Services, Inc. Wellington, Lake Worth, FL

President 2009–2015

Led a team of 5–6 certified process servers, increasing operational efficiency by 20% through streamlined documentation and payment processing in collaboration with legal teams. Acted as the primary liaison for attorneys, ensuring 100% reliability in process service and reducing document processing time by 15% through efficient team coordination.

South Florida Mortgage Group Inc. Wellington, FL

President/Chief Executive Officer 2005–2008

Increased annual revenue by $100K through strategic partnerships with local realtors and a targeted referral program, maintaining a steady income stream with $25K generated in Q1 of 2007. Leveraged five years of mortgage lending expertise to build a home-based brokerage, achieving profitability within the first year and expanding client base by 15% through community outreach and referral incentives.

Home Source Capital Mortgage Company Jupiter, FL

Mortgage Specialist 2000–2005

Consistently ranked in the top 5% of sales nationwide after two years by implementing personalized loan solutions and fostering strong client relationships. Generated an average of $3M in annual revenue through tailored loan packages, delivering high client satisfaction and referral-driven business growth.

Singer Asset Finance Corp. LLC Boca Raton, FL

Sales Manager 1997–2000

Grew structured payment portfolio to over $250M by developing client-focused investment strategies, enhancing portfolio growth by 15% annually. Applied research-backed negotiation strategies to address client concerns, successfully securing contracts and improving client retention by 20%.

Towers Financial Corp. / Professional Business Brokers Inc. New York, NY

Sales Manager 1981–1996

Consistently ranked in the top 5% of sales nationwide after two years by implementing personalized loan solutions and fostering strong client relationships. Generated an average of $3M in annual revenue through tailored loan packages, delivering high client satisfaction and referral-driven business growth.

Professional Development

Coursework in Business Management C.W. Post College, Greenvale, NY

Real Estate sales license State of FL (expired)

Mortgage sales license State of FL (expired)

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