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RssExperienced Sales Professional

Account Executive with over 10 years of sales experience with the drive to meet individual and company goals. I have managed individuals in a sales environment to exceed company standards. My comprehensive knowledge of secondary markets, credit markets, business finance, marketing, and financial products gives me an edge to immediately recognize an opportunity to implement cost saving mechanisms to increase bottom line performance while showing a real world plan to better manage business. I have the proven organizational ability to manage an extensive pipeline and large client base while fostering productivity and handling additional clients or leads. My communication skills are adherent to completing numerous daily pre-sales meetings, consultations, and project deadlines while remaining a confident liaison between client and company or third party source. I am comfortable engaging and communicating with top level executives, across any industry, in any size company.

In Between

About Me




In Between

Education level:

High School/GED

Will Relocate:


Work Experiences

4/2007 - 11/2008

Liberty Financial Services, Inc


  • • Perpetually keep clients needs and expectations at forefront of consulting. • Currently sustain a client database of 1,000 companies. • Responsible for the consulting and funding of numerous start-up, restructuring, and acquisition projects ranging from small ($1MM) to middle market ( up to $125MM) companies. • Advise clients in marketing, new service/product implementation, cost saving mechanisms, debt restructuring, funding options, and exit planning. • Develop relationships nationwide with business brokers, investment banks, financial planners, CPA’s, lawyers, and others to assist in overall development of new or established businesses.

1/2004 - 3/2007

Fremont investment and Loan

Individual Contributor

  • • Provided exceptional service to all brokers within my region. • Maintained top producer status of outside sales in Midwest region for four years with a $42,000,000 annual average. • Kept cost of quality a top priority while maintaining a stellar variance and pull-through ratio. • Participated in mentoring program where I was an on-going source of information and inspiration to new account executives to give them the tools they needed for a successful career. • Increased designated sales area from 10 submitting brokers to 50+ some of which I developed for new account executives in the area

7/2002 - 12/2003

Indiana Mortgage Funding

Individual Contributor

  • • Maintained a monthly average of $20K in closing fees with the highest month being $41K. • Implemented a referral program that increased qualified leads by 30% using CRM software, client rewards for referrals as well as client appreciation events. • Helped to recruit and train new mortgage brokers.