I have more than five years of award-winning experience in business development. My professional approach has been built by learning from reputable people who are already successful. I’m known for focusing on the critical elements of any relationship—trust, integrity, and follow through—to develop a clear understanding of what solution is needed and expected. Combining the right strategy with legendary service, I strive to establish a solid partnership today that flourishes in the future. I lead by example because I recognize that an organization’s results are forged by personal initiative and responsibility. Seeking opportunities beyond what is expected is my norm. If your organization is looking for an extraordinarily savvy professional to build a new territory or expand your client base, ask how my skills can explode your sales revenue.

Exceptional Relationship Building

Masterful Revenue Generation

Dedication to Total Customer Experience


 Key Skills: Methodical approach to complex projects ● Goal oriented ● Astute researcher ● Thrives in a fast-paced environment ● Exemplary personal initiative ● Lifelong learner



B.S. in Business Finance

Columbia College

Work History

Work experience
2015 - 2015

Financial Advisor

Mutual of Omaha
2014 - 2015

Financial Advisor

Central Bank of the Midwest/Central Investment Advisors

■ Developed 50 internal referral partners to generate $10M in new revenue.
■ Recognized for exceptional customer service by secret shoppers, scoring 90%+ every time.
■ Incorporates stories and examples to promote education and establish understanding.
■ Led weekly sales meetings to empower team members to identify qualified referrals.
■ Actively accepted leadership in numerous non-profit projects, reflecting the philosophy that the community is also a customer.
■ Starting from ground zero, personally generated $15M in new revenue.
■ Selected to be the face of the business in the community.  
■ Demonstrated client oriented approach by providing complimentary consultations to all team members.
■ Crafted strategic alliances with accountants and attorneys to explode referral opportunities.
■ Approached wholesale partners for additional resources to incentivize team performance.
■ Promoted to manage six branches, generating $250M in new revenue in one year.

2013 - 2014

Credit Administration Floater

Central Bank

■ Influential in testing and recommending efficiencies to improve processes, communication and financial results. Assimilates big picture data, organizing information for both internal and external application.
■ Saved $40K in employee salaries because of exceptional performance.  
■ Recognized by his peers as Employee of the Month out of 500 employees.

2009 - 2012

Consumer Banking Rep

Central Bank

■ One of 6 staff members leading marketing promotions at community events.
■ Recognized by his peers as Employee of the Month out of 500 employees.
■ Collaborated with 100+ team members to be recognized as the Top Performing Branch.
■ Built one client relationship experience, resulting in $2.3M of new revenue.
■ Outperformed established personal sales goals by an average of 40% per month.
■ Promoted more frequently than company norms as a result of outstanding performance, receiving 4 promotions in 5 years.



Critical Thinker

Natural Leader and Networker

Results Driven

Value Based Resource

Community Engagement Focus