Requests
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Network Power<100 people
Roles
✨60%
Business Owner
🔥40%
Startup Founder
🧑💼40%
C-level Executive
Geos
🇺🇸60%
United States
Work Background
Legal Soft Senior Director of Client Engagement and Growth
Mar. 2024United StatesSenior Director of Client Engagement & Growth
• Optimized a portfolio of 600+ client accounts while leading a team of 24 offshore Client Success Managers and 6 local Growth Managers. • Added $4.8M in ARR in the first quarter by building out and developing a team of Senior Practice and Practice Consultants to manage and grow the existing client roster. • Scaled monthly revenue growth from $40,000 to $200,000 or $2.4M in ARR growth while revamping the Enterprise division for greater relationship management capabilities. • Boosted retention growth of 25% to +90%, with revenue growth of $50,000/month and ARR of $2.5M by restructuring the Client Success Manager team. • Generated a $12M revenue growth in the 2nd quarter by enhancing client engagement. • Negotiated and secured the acquisition of 10 new enterprise clients, driving 150% YoY growth. • Maintained 96% client retention across a high-value portfolio of accounts. • Advanced strategic goals by building a high-performing client growth team and realigning the client success team with a more cohesive and long-term vision. • Clawed back $100,000 in annual revenue by recovering underperforming accounts and restoring negative client relationships back into a profitable position. • Rebuilt pricing model for the new business sales team to better align with the proper margins by focusing on building up from the VA pay rate and adding in COGs and margin.
Self-employedBusiness Consultant
Jan. 2022 - Dec. 2024United States• Grew a privately held bourbon company from $3M to $50M in annual sales within 2 years, culminating in a successful buy-out/acquisition. • Provided expert business consulting services focusing on growth strategies, sales department build-out, client acquisition, and engagement. • Delivered actionable insights to increase revenues, innovate go-to-market (GTM) strategies, and optimize the sales processes for maximum ROI and sustained growth.
Merchant Financial GroupVice President - Business Development
Nov. 2021 - Jun. 2023Los Angeles Metropolitan Area• Accelerated business development and marketing for product lines/brands with revenues ranging from $25M to $500M, focusing on F&B, CPG, Apparel, eCommerce, and Retail. • Drove urban wear brand growth by $25M in annual sales, Cosmetics Brand growth by $20M, and Women's Fashion Line by $20M. • Built rapport and strong relationships with C-suite executives and senior managers to advance business goals for global/domestic manufacturing, distributors, and consumer brands. • Advised on various stages of business development processes, including proposal negotiation, credit/underwriting review, marketing, and legal.
Milberg Factors, Inc.Vice President
Nov. 2018 - Nov. 2021Greater Los Angeles Area• Increased referral business by +150% within the first year of rebuilding the firm’s brand presence across the West Coast region. • Enabled a Footwear Brand to grow from $200M to $220M in annual sales with back-office support to handle additional sales channels and retailers. • Assisted a Fashion Brand in growing from $15M in annual sales to $23M in year one by providing support for new inventory as well as introducing them to new sales channels
• Scaled Off-Price Fashion Distributor from $20M to $32M in annual sales by addressing cash flow issues which allowed for additional funds deployment to advertising and inventory. • Grew company revenue by 15% from deals sourced from key partnerships and sponsorships, taking charge of sourcing, building relationships, and negotiating agreements.
Commercial Finance GroupVice President Of Business Development
Mar. 2016 - Oct. 2018Greater Los Angeles Area• Added a total of $50M in factoring volume along with $30M of funds deployed during tenure. • Took a seasoned firm that was relatively unknown through a digital transformation while growing the firm's brand recognition within the industry. • Created a Business Development strategy that yielded portfolio growth of 100% within the first year and saw deal flow and proposal generation triple within the first year. • Spearheaded the hiring and training of new business development officers across the US. • Introduced the firm to the Fashion Industry and started building relationships with up-and-coming fashion brands and showrooms.
Bank of the WestAssistant Vice President / Branch Manager
Oct. 2011 - Mar. 2016Pasadena, CAMaintained and elevated team member engagement, Customer Experience, and sales performance. Acquired, trained and developed new Team Members. Elevated branch to League A from League B and elevated operations from League D to League C. Consistent growth of deposits, lending, cross-sell, new households and fee income generation. Improved branch Customer Service Scores to Gold and Platinum Levels as well as NAR. Received Satisfactory Ratings on two internal branch audits. Developed relationship with the City of Pasadena and the Pasadena Police Department through Volunteer Training Program. Currently the branch is pacing at 112 percent to goal year to date with 118 percent to goal in core deposit production, consumer lending production at 200 percent to goal, mortgage production 187 percent to goal, and business lending production 277 percent to goal. Should finish with $24 million in total lending.
Wells Fargo BankAssistant Vice President / Branch Manager
Oct. 2007 - Oct. 2011Maintained and elevated team member engagement, Customer Experience, and sales
performance. Acquired, trained and developed new Team Members. Lead proponent for all of
the districts initiatives and key priorities. Maintained and reduced key expenses at the
branch level in addition to being the key proponent in the district budgeting and expense
model. Worked directly with senior management in establishing sales and service goals
through complex matrix management and remote influence management. Worked directly with the head of L.A. Metro Membership Banking Manager to support existing Membership
Relationships while establishing new relationships within the Wells Fargo book of business
as well as establishing new Membership Relationships.
Guardian LifeField Representative
Jun. 2005 - Oct. 2007Created and sustained my own personal insurance practice which consists of life,
disability, and long term care sales. Worked in the area of charitable planning,
business planning, estate planning, and retirement planning. Also worked on a team of Charitable Planning Specialist, sharing tax exempt strategies and financial succession planning on a national level. Great a national partnership with a large commercial real estate firm. Created a national
partnership with my agency and CB Richard Ellis for the purpose of charitable planned
giving.
Wells Fargo BankTeller, CSSR, Membership Banker, Personal Banker, Business Banker
May. 2002 - Jun. 2005Greater Phoenix Area, Greater Los AngelesReceived three promotions within first year of being with the company. Have also worked
as an acting Service Manager for two months. Ran the Membership Banking program for the
Scottsdale Market in Arizona. Also ran teller sales for five branches. Ran branch on the
weekends. Worked with business development officer's approaching new and established
businesses to obtain entire relationship. Also spent time calling on SBA leads every week
with the SBA department.
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