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Network Power<100 people
Roles
🔥80%
Startup Founder
💸60%
Marketing
✨60%
Business Owner
Geos
🇵🇭20%
Philippines
🇺🇸20%
United States
🇿🇦20%
South Africa
Work Background
RoosterlyAdvisory Board Member
Aug. 2024Excited to announce I have joined Social Media and PR powerhouse Roosterly as an Advisory Board Member. This innovative digital communications agency is changing the game in reputation management and brand-building with technology-backed cost-effective solutions across social media and public relations.
Roosterly works with over 2,000 C-level, Enterprise Sales, Consultants, Coaches and small business owners to grow their personal brand through social media and public relations. Generating influence, engagement and career growth in the process. Clients include hundreds of professionals from all size organizations including large, multi-national brands like WalMart, McKinsey, Oracle and others.
Easily elevate your brand with a no cost trial here:https://roosterly.com/social-media/?fpr=charles
GreenwattUSA and Self EmployedSenior Client Relationship Manager
May. 2024New York City Metropolitan AreaCommunity Solar | Energy | Sales | Business Development | Senior Living | Medicare Insurance | Fundraising
Broker Online ExchangePartnerships Manager
Sep. 2023 - May. 2024New York City Metropolitan AreaEXPLORE SAVINGS AND DISCOVER REVENUE
Providing energy efficiency professionals, property management and organizations with access to all top suppliers, instant pricing, cutting-edge software, all supported by world-class experts. For commercial energy customers, BOX offers access to incredible commercial energy pricing software and transparency. With over 10,000 customers served across every market and industry, we know how to help each customers’ specific industry and market combination like no one else. BOX delivers unparalleled advantages for today’s oraganizations through instant access to our 90+ supplier relationships in all deregulated markets and our world-class personalized business support. We enable you to spend more time focusing on your business, and less time worrying about energy costs and management. Affiliates can benefit from BOX through our robust referral program. It’s easy to provide an existing customer base, business colleagues and associates with energy pricing with BOX as a partner. You just make the introduction, we do all the work in helping your referral satisfy their energy needs, and you collect residual income for as long as the customer uses the energy. Not only that, you’ll also earn residuals on referrals made by your referrals! BOX is all about empowering you to do the things you do best, while we take care of the rest. As an independent, well-capitalized company, we provide unbiased access, pricing and support to anyone with an energy need, be it a consumer, broker, affiliate or supplier. We connect these different partners so that they can each benefit from streamlined and efficient deregulated energy.
Broker Online ExchangePartnerships Manager
Sep. 2023 - May. 2024New York City Metropolitan Area
Artis Senior LivingCOMMUNITY RELATIONS SALES DIRECTOR- Assisted Living
Aug. 2022 - Jun. 2023Somers, New York, United States
Devoted HealthTop Producer Medicare Insurance Sales
Aug. 2021 - Aug. 2022United States
Ethos and Greenwatt USASenior Client Relationship Manager
Jun. 2021New York City Metropolitan Area
ETHOS LIFE ; UHC,AETNA,HUMANA and othersLIFE AND MEDICARE INSURANCE AGENT
Aug. 2020 - Jul. 2021New York; New Jersey and Connecticut
Valley Health System-Valley Hospital Foundation IncRelationship Officer
Jul. 2018 - Jul. 2020Paramus NJMulti million dollar sales professional and development officer. Gift Officer on Hospital Foundation team. Current campaign has raised over $68 million since 2018. Actively prospecting and building donor portfolio. Participate in grateful patient program where secured record amount of doctor grateful patient referrals. Staff collaboration and community outreach efforts. Expertise in Annual, Major and Planned gifts.
Maryknoll Lay MissionersDonor Relations Officer
May. 2017 - Jul. 2018Greater New York City AreaAssisted and managed small development team in raising close to three million dollars. Secured and processed five charitable gift annuities. Applied for three grants and secured three grants with maximum funding. Advised on planning and strategy execution including digital communication and donor relationship management. Traveled nationally to visit supporters and strengthen mission awareness.
Tompkins Mahopac BankSenior Mortgage Loan Officer
Oct. 2015 - Apr. 2017Westchester County NYManager and Producer for Residential loan originations throughout greater NY area and based in Westchester County NY along with our 6 retail branches and financial advisory. Top ten ranked loan officer through over 60 company branches.
Seton Hall UniversityASSOCIATE DIRECTOR GIFT PLANNING AND MAJOR GIFTS
Jan. 2015 - Dec. 2015South Orange, NJCultivation and solicitation of prospects and donors for planned gifts and major gifts.
Accomplishment:
MORE THAN DOUBLED 16 MONTH FINANCIAL GOAL WITHIN 6 MONTHS.
CCASDevelopment and Senior Gift Officer
Jan. 2010 - Feb. 2015Greater New York City AreaInternational Christian organization/non profit, serving in over 20 countries. Major Gifts; Annual Gifts; Planned Giving. Raised over 500k first four months of 2014. Work with large group of supporters through personal visits and correspondence. Meet or exceed monthly/annual fundraising goals as measured through use of Raiser’s Edge contact management software. Participate in meetings as well as contribute to overall organizational strategy and development. Measure above key performance indicators. Supervisory trained.Promoted within ten months.
Excellence Dynamics LLCManaging Director
Jan. 2008 - Dec. 2010Managing Director for sales; business development; training and vendor relations. Firm secured over 700 energy accounts with gross revenue exceeding 1 million dollars.
Merrill Lynch/First FranklinSenior Account Executive
Jan. 2003 - Dec. 2008Award winning top producer.Devised and drove creative marketing strategies to meet corporate goals for origination and funding of wholesale mortgages. Contacted and cultivated relationships with brokers and bankers throughout New York State. Determined unique client requirements and custom tailored product offerings. Created high-impact presentations and secured contract agreements. Processed documentation and provided quality service that fostered high levels of customer satisfaction. Troubleshot problems, performed sales analyses and administrative tasks. Trained new sales personnel. Won the branch top client account in 2007; ranked #6 in sales among 650 account executives in July and #25 first half of the year; recognized with Franklin Club Awards in 2006 and 2007. Earned awards for highest volume sales with Countrywide; placed #12 in a field of 500 representatives; closed 52 retail loans in 4 months. (2003-2004)
Edward Jones/Coughlin GroupInsurance / Financial Sales and Business Development
Jan. 1999 - Dec. 2002Promoted diverse insurance and investment products to high net worth individuals and small business owners. Defined individual financial needs, goals, risk factors and recommended appropriate solutions. Performed financial research and analysis; processed transactions and maintained accounts. Provided unparalleled quality customer service. Increased the personal lines business by 10% for Coughlin Insurance Group; sold property and casualty products for Chubb
TulletASSISTANT VICE PRESIDENT / INTERNATIONAL MONEY BROKER
Jan. 1989 - Dec. 1999Praised by manager as "best hire ever".Rendered expert financial consultation and processed spot and options transactions for major banks and institutional accounts with one of the world's largest, privately owned, international currency brokers. Monitored the appreciation and depreciation of foreign currencies against one another and advised clients to buy or sell to avoid losses and maximize gains. Secured and serviced the firm's #1 client and established a solid track record for strong accounts and earnings.
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