I am a results-driven Sales & Business Development Professional with over 20 years of experience across banking, insurance, real estate, customer service, and energy. Throughout my career, I’ve built a strong track record of:
Driving revenue growth through business development and client acquisition
Strengthening retention and loyalty through account management and customer success
Leading and training sales teams to hit and exceed performance goals
Optimizing sales processes with CRMs such as HubSpot, GoHighLevel,
Blending sales expertise with a foundation in accounting and finance to bring structure, insight, and strategy
I thrive in roles where I can build relationships, create partnerships, and deliver long-term value to clients and organizations. Beyond appointment setting, my strengths lie in developing strategies, mentoring teams, and aligning business goals with client needs.
Currently, I am open to opportunities in:
Business Development
Account Management / Customer Success
Sales Operations & CRM Management
Sales Training & Leadership
I also support small businesses with bookkeeping, payroll, and virtual sales support, blending my financial background with my sales expertise to help organizations scale.
Experience: 5 - 10 years
Experience: 10+ years
Experience: 10+ years
Experience: 5 - 10 years
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