Sector Experience

Financial Services
Technology
17
years

Years of Experience

9/19

Member Since

Experience

 
 
Corporate Strategy & Development
Massachusetts Mutual Life Insurance - Director
09/2018 - Present
Performs recruitment, selection, development, retention, and supervision of new and experiencedfinancial professionals. Trains, coaches, and develops financial professionals on both soft skills as well as integrating software platforms, like Salesforce . Produced results and provides strategic leadership to meet and exceed production standards.

 
Corporate Strategy & Development
Prudential Financial - Sales Manager
07/2016 - 09/2018
Performs recruitment, selection, development, retention, and supervision of new and experiencedfinancial professionals. Trains, coaches, and develops financial professionals on both soft skills as well as integrating software platforms, like Salesforce . Produced results and provides strategic leadership to meet and exceed production standards. Qualified for and awarded President's Council in 2018 for production, recruiting, and leadership excellence.

 
Corporate Strategy & Development
Fisher Investments - Regional VP - Business Development
04/2014 - 05/2016
Captured new business across a 2-state territory and closed business using a consultative sales approach. Played a key role in acquiring new assets for the firm through marketing and proactive outbound calling initiatives. Educated clients on investment approach, capital markets research capabilities, and behavioral finance. Acknowledged as a consistent top performer and power user of financial and CRM technologies.

 
Corporate Strategy & Development
Fidelity National Financial - Vice President
09/2012 - 04/2014
Directed sales operations for the region with $6.34B of assets under management. Maintained accountability for wholesale sales, practice management, and client development. Facilitated sales meetings and identified areas for improvement in performance and client services. Established and managed practice management standards across 16 HNW books of business. Performed monthly comprehensive sales reviews with senior planners establishing and reviewing KPI's. Conducted seminars on a regular basis.

 
Corporate Strategy & Development
Fidelity National Financial - Director - Learning and Development
02/2005 - 09/2012
Spearheaded learning and training through expert facilitation, professional development, content development, and curriculum implementation initiatives for two of Fidelity's largest markets. Consulted on and developed enterprise wide sales and coaching curriculum. Coached the team on the entire suite of products and services, which encompassed integrating the products and services into the framework of practice management and consultative selling.