Actively seeking a career transition from financial services into Marketing and Advertising. Creative, resourceful and entrepreneurial sales and marketing specialist. Polished communicator with demonstrated strength in maintaining positive
client relationships in complex situations and resolving client issues.
Sales Vice PresidentMar 2015 to Current Capitas Financial － Fayetteville, AR
Forge new and manage existing relationships with assigned
National Accounts within territory. Collaborate with multiple external and
internal teams and become the product expert and provide product comparisons
among multiple carriers. Create decks
and present at office meetings and regional sales conferences. Full sales cycle
involvement: Oversee case management, case analysis and design, and assist with
closing sales as well as client education.
Ramped up sales 100% within one National Account
Reengaged multiple dormant accounts and brought them back into the sales pipeline
Acquired a major firm that had been prospected
multiple times by others at Capitas
Investment ConsultantApr 2010 to Feb 2015 Wealthpath Investment Advisors － Fayetteville, AR
Developed a financial advisory practice focused
on serving high net worth individuals and businesses.
Prospected and raised over $9 million in new
assets within 8 months
Increased fee based revenue 45%
Regional Vice PresidentJan 2008 to Feb 2009 Jackson National Life － Fayetteville, AR
Created and managed relationships with Financial
Institutions in order to drive product sales and revenue within 4 ½ state
territory. Strategically planned and
managed the deployment of resources while being responsible for budgeting and
expenses. Managed and marketed multiple
Achieved annual sales run
rate at 203% of target goal
Increased monthly territory sales by 62%
Accomplished $30 million in annual sales
Projects & Startups
Primal Challenge Obstacle Course Race2013/2014
designed and developed Fayetteville's first (and Only) obstacle course
race. Had over 1200 registered race participants. Managed vendors and sponsors. Led the
race development team, and organized over 40 volunteers. Created the brand and
led social media marketing efforts.
Catalyst Strength & Conditioning 2010-2015
Starting in 2010, I grew a gym concept and brand from a 2 car garage to a 3000
sq foot, 130+ member facility. Day to day management, online marketing, website
creation, and brand development. Merged the business with a local crossfit facility in 2015.
Bachelor of Science, Public Administration/EconomicsMissouri State University － Springfield , MO