Cat•a•lyst: an agent that provokes significant change or action
MISSION
Deliver quantifiable value, provide unprecedented service and exceed the needs of the most demanding customers.
PROFILE
Performance driven Sales Manager with a proven skillset in fueling business development and successful sales strategies in highly competitive markets. Expertise in building relationships, product knowledge and consultative, needs-based selling to achieve business executives. A proven self-starter with the ability to thrive in fast paced, priority driven situations and able to take ownership of the responsibilities of the position.
ACCOMPLISHMENTS
• Drove a strategic team to Originate $142 million in Loans annually, regularly meeting and exceeding monthly targets for margin, pull through, and customer satisfaction.
• Co-hosted weekly radio talk show, expanding company brand in the Pittsburgh area.
• Leadership, developed innovative ideas that increased Capture Rate to 150% of industry average involving teams of up to 50 people.
SPECIAL SKILLS
• Management – effective manager with focus on people as well as service.
• Communication – comfortable presenting to and winning support from executives and public.
• Dependability – track record of delivering the services in difficult, time-sensitive circumstances.
• Training Facilitator – For Account Executives, staff and clients
CORE COMPETENCIES
• Account Management
• Public Speaking/Presentations
• Series 7/66 and Life A&H Insurance Licenses
EXPERIENCE
MetLife - Pittsburgh, PA
Financial Services Representative 2011-Present
Wealth Management, Retirement Planning, Life & Annuity
Wells Fargo Advisors - Sewickley, PA 2010-2011
Financial Advisor
Consultant/Capitol Financial Services 2008-2010
Wells Fargo Home Mortgage – Pittsburgh, PA 2005-2008
Wholesale Area Sales Manager of Ohio, PA and WV
PA Preferred Mortgage Company – Pittsburgh, PA 1997-2005
Managing Director
EDUCATION
B.A. Business Economics, University of Pittsburgh