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Key Services Offered:
Sales and Marketing, Business Development, Training, Product
Management, Financial Analysis, Project Management.
Core Experience of Principals:
Unique combination of experience including: Sales, Wholesaling,
Marketing, Business Development, Start-ups, Product Development
and Management, Accounting and Finance, Training and Education,
and Project Management
Key Achievements:
- Led strategic planning process during
rapid expansion of a brokerage operation. Revenues increased
three-fold over five years to $40 million.
- Directed internal sales campaign resulting
in a 100% sales increase in three months.
- Led database marketing cross-sell initiative
that received a New England Marketing Association award and generated
sales three to five times the national average.
- Established and operated a regional
financial services office for Fortune 100 company.
- Formulated product pricing and compensation
strategies providing sales force with discretionary discounting
when competing for business, resulting in increased sales and
improved product profitability.
- Managed $30+ million office renovation
budget, assuring multiple large-scale projects were completed
within budget.
- Developed and implemented various levels
of training and education courses through classroom, online and
satellite broadcast mediums.
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Qualifications:
M.B.A. - to be completed May 3, 2007; B.S. - Accounting;
Project Management Professional (PMP®) designation; Six Sigma
Green Belt; 24 years professional experience with both large
and small companies. Accredited Associate, Institute for Independent
Business
Industry Sectors worked in:
Financial Services - Investments, insurance, financial planning
Housing/Construction Education.
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