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Multi-Faceted Leadership Experience

Team Leadership/Management

Experience recruiting, developing and leading large high performing teams to accomplish exceptional results.Proven ability to mentor and train team members in order to reach the “next level” of success.

Relationship Management

Manage relationships with partner firms and outside vendors to increase market share and revenues, ensure compliance, introduce new products, resolve escalated issues, and maintain carrier accountability for systems deliverables.

 Business and Process Improvement

Expertise in analyzing business and process inefficiencies.Utilizes research and data to develop and implement comprehensive solutions to increase sales and retention of clients as well as achieve streamlined processes.

 Written and Oral Communication

Highly skilled key note speaker and educational presenter and designer.Designed and delivered multiple presentations for both internal and external clients as well as executive management.Professionally trained to design and present online seminars when event attendees are located in different cities, regions, countries, etc.


Forward thinking, energetic, results driven leader with passion for business improvement.  Known for driving business and relationship improvement by initiating company wide changes that lead to increased efficiency and improved business results. 

Introductory Video

Career Highlights

Managed relationships with partner firms and outside vendors to increase market share and revenues, ensure compliance, introduce new products, resolve escalated issues, and maintain carrier accountability for systems deliverables.

Drove business in a Southwest region from $100M in 2005 to $130M in 2006 and set a record of $156M in 2007 by serving as a keynote speaker at several events that generated $10M per event.Played a key role in keeping a Jacksonville, FL territory in the top five annually by growing business from $267M in 2003 to $280M in 2004 and to a record-setting $300M in 2005.

More than tripled market share for an outside partner from $4M in 2006 to $14M in 2007 by providing expertise in best practices.

Collaborated with a partner to acquire a corporate client that purchased plans for all 45 employees in addition to the owner’s personal plan, which resulted in $5M in new assets under management.

Tracked, researched, and reported data from customer surveys to develop client-based solutions for enhancing the relationship between customers and a company.Streamlined turnaround time by designing a new format for reporting and compiling data nationwide.

Created a matrix—implemented company-wide—to assist advisors in selecting appropriate products for clients.

Introduced a new format for compiling data to ensure the accuracy of client information.Reduced account rebalancing time by identifying manually cut checks that were not reported on daily files.

Participated as a member of a strategy council that pioneered changes to streamline replacement business processes and improve the sales compensation package.

Work experience


Vice President, DAS

Promoted to direct a business of 307 financial advisors. Led a team of outside wholesalers in calling on Merrill Lynch offices to ensure they remained engaged and adhered to processes/procedures for conducting business with Merrill Lynch. Functioned as the primary contact for outside partner firms and their relationships with Merrill Lynch including but not limited to new product launches, compliance, escalated issues, and business planning. Maintained knowledge of retirement plans business to capitalize on potential business opportunities. Assisted with client cases and presentations; presented customized solutions to both advisors and their clients. Participated in recruiting new advisors to Merrill Lynch from outside firms.


Senior Internal Annuity Specialist

Served as an internal contact for Merrill Lynch financial advisors for annuity business in Michigan.Partnered with the Vice President, District Annuity Specialists to drive business in assigned territory via phone calls, conduct web-based (Placeware) training on annuity products and order entry systems, provide proposals to financial advisors, and review proposals to ensure accuracy.


Pension Payroll Analyst

Paid participant benefits from corporate pensions.Evaluated daily files to ensure plan participants received benefits on time and balanced all files back to client totals.Corrected errors and verified plans had sufficient liquid assets to pay participants, transferring funds as needed.Researched special requests by clients.Completed assignments within deadlines specified in business requirements documents.


Financial Analyst

American Express Financial Advisors

Developed comprehensive financial plans for individual and corporate clients based on their goals, time horizon, risk tolerance, and asset level.Initiated and maintained client relationships to ensure client retention and earn referrals for new business.Suggested product recommendations to support clients in attaining their overall objectives while staying within their risk tolerance/sophistication levels and budgets.


Policyholder Relations Analyst

Presented data and proposals for improving policyholder relations to the Regional Vice President for review and implementation.Managed team of analysts once new processes were approved by executive management which lead to increase of customer satisfaction to a record 85%.  Conducted reviews with policyholders to ensure adequate coverage of assets.


Bachelor of Science