Functional Skills
Business Planning
Financial Due Diligence
Accounting Software Implementation
CRM Selection / Implementation
Compensation Strategy
Software Skills
GoDaddy
Microsoft Office
Microsoft Excel
Quickbooks Enterprise
Salesforce
Sharepoint
Sector Experience
Business Services
Consumer Goods
Financial Services
Telecom
Fortune 500
Experience
Lowe's
Sales
PSE
2/2020 - 9/2021
• Directly engaged customers in stores, at their home or remotely to deliver exterior home improvement project solutions
• Delivered a superior client experience by accurately assessing customer needs and swiftly creating solutions
• Provided accurate proposals and conversion to profitable revenues
• Delivered a superior client experience by accurately assessing customer needs and swiftly creating solutions
• Provided accurate proposals and conversion to profitable revenues
Phoenix Technology Services
Information Technology
CEO
10/2017 - 2/2020
Formed and managed this full service, low voltage contractor and consultant for fiber optic cables. Responsible for corporate strategy and execution, capitalization, and strategic transactions.
• Developed all policies and procedures for operating, accounting, marketing, and financing the company
• Developed all policies and procedures for operating, accounting, marketing, and financing the company
Stocktrade Network
Corporate Strategy & Development
CEO
1/1997 - 12/2016
Created and pitched innovative financial services firm with holding company structure.
• Created all policies and procedures for operating, marketing and financing including securing $10 million in capital
• Negotiated all contracts with clearing firm, executing brokers, traders, vendors, and clients
• Implemented third-party commission management software and performance measurement system which improved incentive compensation, sales tracking, and performance management
• Created all policies and procedures for operating, marketing and financing including securing $10 million in capital
• Negotiated all contracts with clearing firm, executing brokers, traders, vendors, and clients
• Implemented third-party commission management software and performance measurement system which improved incentive compensation, sales tracking, and performance management