SENIOR SALES MANAGEMENT CONSULTANT Professional Summary Executive-level Business Manager entrepreneur experience running start-ups, emerging companies alternative investments. Strong technology product development expertise focus building strategic relationships. Proven track record creating scalable customer service operations infrastructures leveraging social media nurture relationships customers. Skills Work History Management Consultant/Sales Executive 06/2017 Current Company Name – City State Holistic solutions client identifying new products/services ranging banking solutions alternative investment opportunities Holistic solutions client identifying new products/services ranging banking solutions alternative investment opportunities Established relationships key decision-makers within customer's organization promote growth retention Capitalized industry marketplace trends strategize solutions enhance business operations Over $7 million dollars insurance lines sold 36 months Over $140,000 Net Commissions Year 1. $180,000 NC Year 2. $200,000 expected Year 3 Ranked eighth 170 agents nationwide • Conduct site visits assess needs, demonstrate p Facilitated 37% increase top line sales 24 months Drove retailer engagement, improved retailer satisfaction earned retailer advocacy communication relationship management Senior Small Business Analyst/Consultant Manager 06/2015 05/2017 Company Name – City State Conducted thorough reviews small business operations various vendors devise deploy improvement strategies, facilitating consistent returns Created $10 Million new business accounts, selling AMEX brand small businesses Sold business management financial tools C-suite executives Developed new lines communication business opportunities business owner AMEX • Helped commercial banking qualifying clients commercial loans Lines Credit Utilized financial statement analysis skills highlight areas business needed help find resources getting help Created new avenues success small businesses utilize suite American Express business products Counseled identified key areas success small companies focus Developed key relationships CPAs, attorneys, mortgage centers influence result generating new leads new business well important referrals Executive Director Operations 01/2011 03/2015 Company Name – City State Set administered annual operating budget Scouted franchise locations, negotiated leases, oversaw facility build equipment orders installations Tracked employee attendance punctuality, addressing repeat problems quickly prevent long-term habits Trained, coached mentored staff ensure smooth adoption programs Managed 112 team members across 14 departments, resulting approximate 22% increase annual revenue YOY 11 years Devised, deployed monitored processes boost long-term business success increase profit levels 32% Increased profits assessing effectiveness advertising employee training projects Trained, coached mentored staff ensure smooth adoption new sales customer service initiatives Spearheaded overhaul company best practices, leading significantly increased staff retention rates top-ranking industry leader Supported regulatory compliance overseeing audits verify protocol adherence Startup Founder 11/2004 02/2011 Company Name – City State Founded Brooklyn based fitness start-up company focused high level, elite clientele Built referral pipeline remaining active community, establishing referral networks resources Shared mission organization public successful community outreach marketing strategies Spoke professionally customers regarding complaints, gathering necessary information make educated decisions address issues Established administered annual budget effective controls prevent overages, minimize burn rate support sustainability objectives Assessed financial reports statements regularly update processes operations greater profitability Managed day-to-day business operations, including accounting, finance, HR, marketing public relations Financial Services Representative/Analyst 07/1999 02/2004 Company Name – City State Managed portfolio affluent clients high net worth Retail client banking, investment advisement, estate planning basic tax advisory work Heavy phone sales, client building, continuously excelling sales goals revenue generation Stock Trading, Pink Sheets, Small Cap Mid cap stock selection advisement retail clients Served brokerage clients fixed annuities, SPDRS financial products Managed currency exchanges retail investment opportunities European foreign markets Entered member transaction data online banking software Worked potential investors support IPOs ensure success Worked clients finance companies find optimal solutions financing Acted liaison customers funders increase overall funding 92 remove financial roadblocks Education B.S Business Administration 2019 Northern Arizona University City Certifications Life, Accident Health License Certified Personal Trainer (CPT) Excel Spread Sheets Sales Force SaaS, SPSS, Enterprise Software Google Analytics Heal Code Mind Body MS Suite (Power Point, Word, Derivatives) Various Marketing Platforms (Constant Contact, Mail Chimp, Etc)