Download PDF


I am seeking a career opportunity as a Senior Account Manager.  I want to use my relationship building skills, consistent revenue success, quick learning aptitude, and organizational skills to help drive a company's sales and profits.


When not working, I love being outdoors 'shooting' nature with my camera, hiking, fitness, reading, and spending time with my family.  I also love to write and build model airplanes.


Strategic Market Planning • Intense Customer Focus • Entrepreneurial Experience • Organizational Skills • Open Communication • Creative Campaigns • Public Speaking  Gaining Efficiency through Technology

With 15+ years of award-winning experience in Account Management, Business Development and Sales, I have a strong record of achieving incredible results in selling a wide range of B2B products and services in both local and national markets. Having success with local businesses and national market leaders, I bring industry best practices in driving revenue stream to your company. I am exceptional at discovering my client’s true needs, and aligning their goals with solutions. A systematic approach to organization has allowed me to maintain peak performance, even with a 12-state territory. I have promoted the quality of my employer’s products or services with an excellent customer experience, forming impeccable relationships built on integrity and trust. These define my account management style, and have been the cornerstone to my success. If they describe your company, let’s have a conversation about what I can do for you.

  • Extraordinary Relationship Building with Impressive Results
  • Consistent Revenue Success in a Variety of B2B Industries
  • Constant Learner & Quick Subject Matter Expert

Work experience

Apr 2009May 2010

Director of Development

Jewish Family Services

I performed all fundraising efforts for this social services nonprofit agency, including individula donor solicitations, donor stewardship, and annual campaigns.  I was 150% over fundraising goal my first year, won a local and national award for a direct mail campaign, and emplemented a new contact management system for donor tracking and reporting within a 12-month period.

Jan 2001Apr 2009

Vice President-Sales

Coldwell Banker Commercial-Fishman and Company

I represented Buyers, Sellers, Landlords and Tenants in furthering their commercial real estate goals, as well as developed several retail shopping centers in the Kansas City area.  My sales exceeded $15M.  Development activity included turning a $2.8M investment into a $7M property.  I also attained the CCIM designation within my first 2 years in the industry, typically reached only after numerous years in the business.

Jun 1998Jan 2001

Vice President-Financial Consultant

Merrill Lynch

Wealth management and financial planning for high net worth individuals.  I raised over $32M my first two years, outperforming all other financial consultants in Merrill Lynch's Professional Development Program.  Strong relationship building and consultative selling process led to growing client assets in excess of $50m within 3 years.


Bachelor of Arts

University of Kansas

Graduated with Honors (top 10%)

Juris Doctor

University of Missouri-Kansas City


Highly Organizes
I have managed a 12-State territory as wholesaler for MFS Mutual Funds, becoming the number one dollar volume territory in the country, developed commercial real estate properties, and managed over 200 clients as a Financial Consultant, all required extensive organizational skills.  Prioritizing and staying calm in what could be hectic situations have enabled me to excel as an organizer.
Constant Learner and Quick Subject Matter Expert
I always strive to be the best in my field through dedication, commitment, and persistence.  Along with developing good selling and people skills, I also focus on learning as much as I can on the product or service I am offering.  I have exemplified my ability to be a 'quick study' through attaining the CCIM designation within the first 2 years as commercial realtor, passing the Kansas Bar exam, and passing the securities exams as a financial consultant.
Consistent selling success
Consistent selling success is the result of always dealing fairly with my clients, persistence in attaining new clients as well as retaining and growing business with my current clients, and being a subject matter expert in my field.   
Relationship Building
Building strong and lasting relationships has been the cornstone of my success as a Financial Consultant, Commercial Realtor, and Development Director.  Sincerity, intergrity, honesty, and empathy all contribute to the skill of building such relationships.


Certified Commercial Investment Manager

CCIM Institute

Kansas Bar

Kansas Bar Association