Sales executive with more than 15 years of experience. Service-driven, self-directed, highly motivated and results oriented are a few specific skills that has evolved into solid sales background.
Consulted & advised Dr's with business solutions to assist in growing their practice. Focused on increasing a more efficient hygiene department which would result into more dentistry with direct impact on production & collections.
Created and assisted individuals with achieving their financial goals through a comprehensive financial analysis, retirement planning, and insurance planning. Obtained series 6 & 63, life and health license.
Planned and managed territory
Built and maintained strong relationships with loan officers & managers
Soft underwrite in field, reviewing & directing loan officers on structuring loans based on specific guidelines.
Maintained over a 50% funding ratio
Served on advisory committee for 2 years, top 10% of Account executives
Managed & mentored 2 junior account executives
Managed a small branch of Huron Area Credit Union. Responsible for all loan originations, credit cards, 20k vault and managed tellers. Built strong relationships with members and assisted with any financial need.
Credits toward psychology and general education
credits toward psychology and general education
To ensure that I continue to grow in my professional and personal development, I continually educate myself by reading & taking continuing educational classes, and career development classes. I also am overly cautious with diet, exercise at least 4 days a week. I enjoy golfing and long walks.
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