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Work experience

Aug 2011Present

Business Development Manager

InXpress, USA

Built a base of 29 small and mid-sized businesses for a shipping and logistics franchise in 15 months.  Increased the annual sales run rate by $75K with a growing market share in key accounts. 

20112010

Product Leader

Genworth (Formerly GE Financial Assurance)

Raised the annual sales run rate for a new Worksite Long Term Care product in 3 sales distributions by $2MM in 2010.  Directed the development of new product features & marketing materials, training for financial services professionals, and operational enhancements to improve customer satisfaction.

20092010

Strategy Leader

Genworth (Formerly GE Financial Assurance)

Reporting to the VP of Strategy Implementation in 2009, aggressively led the launch of a new Annuity product in 8 months with estimated sales of $10MM, headed an online and print marketing campaign to raise awareness of the Pension Protection Act in 3 months, and implemented an online application tool for term life insurance that generated a cost savings of $760K annually in 6 months.

20052009

Sales Leader

Genworth (Formerly GE Financial Assurance)

Led sales support activities for 26 wholesalers in a sales distribution totaling $65MM in 2008.  Initiatives included operational alignment, customer incentive campaigns, budgeting, reporting/analysis, and customer training.  Sales growth was 35% from 2005 to 2008. 

20032005

IT Leader

GE Financial Assurance

Created and executed a systems migration plan to outsource the administration of a Medicare Supplement Business.  Cost savings were $5.2MM over 5 years (2003 to 2008).

Education

20072006

Certificate in Financial Planning

Virginia Commonwealth University
20002001

Master of Science

University of Virginia

Certifications

2007Present

CFP(R)

Certified Financial Planner Board Of Standards
1998Present

Six Sigma Green Belt Certification

General Electric
20062007

Certificate In Financial Planning

Virginia Commonwealth University