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Work Background
Bumble Roofing of Lake Norman & Rock Hill Owner
Jul. 2024 - Mar. 2025Charlotte Metro
Phoenix BioProductsVP, Sales & Marketing
Jul. 2024 - Dec. 2024Charlotte Metro
PAR - Psychological Assessment ResourcesDirector of Sales
Dec. 2022 - May. 2024Lutz, Florida, United StatesPAR is a leading publisher of psychological assessment materials designed to help our customers better serve their clients. Our U.S.-based, family-owned-and-operated company is a unique group of talented people who genuinely enjoy exceeding our customer’s expectations at every encounter.
InsideOutDirector, Sales & Partnerships
Jan. 2021 - Jul. 2022St Petersburg, Florida, United StatesNo one enjoys failure, especially sales people. Ever wonder how two reps with identical verticals, ICP's, tech stack, and hustle stats can have opposite results? InsideOut was born out of passion to understand how to overcome the most dynamic variable in sales - process. We take our passion, mix it with data science, inherent curiosity, and relentless work ethic to drive results for our clients.
WerkPerks PodcastHost
Jun. 2020 - Mar. 2021Wherever I can record without my dogs barking!What makes a workplace great? Or fun? Why do people go nuts over casual Friday and not a 401(k) match? Can office dogs raise morale? Can anyone besides Ron Livingston achieve work-life balance!? This and much more will be discussed in our serious yet light-hearted talks!
Alliance BackgroundDirector of Sales
Apr. 2020 - Jan. 2021Tampa, Florida, United StatesRecruited to build and train sales teams, create sales process improvements, and marketing strategies for this firm offering employee screening solutions.
Baldwin Krystyn Sherman Partners (BKS-Partners)Advisor, Employee Benefits
Mar. 2019 - Apr. 2020Tampa/St. Petersburg, Florida AreaCreated and procured contracts and developed pricing models. Built referral network from the ground up consisting of business bankers, high net-worth wealth managers, employment law attorneys, CPAs, and other human capital partners. Mentored and trained new advisors regarding sales acumen and best practices. • Identified new ARR opportunities by expanding from traditional methods to identify undeveloped and untapped verticals such as government contractors, biotech companies, and banking. • Developed unique customer outreach campaigns to drive new business and increase customer engagement.
UnitedHealth GroupSales Training Consultant
Apr. 2016 - Mar. 2019Greater Nashville Area, TNRecruited from a sales role to create sales training programs for 1,000 sales and account management team members within the lower 48 states. Collaborated with eight regional vice presidents, and 15 Health plan CEOs to obtain training requirements. Delivered 250+ training programs in person and virtually. • Created and delivered training programs that increased market revenues by $300M year over year.
• Developed 28 new training projects such as sales negotiation, prescription drug processes, market growth strategy, consultative selling, prospecting, and enterprise growth.
• Created a complete training program on a new underwriting methodology tool product by researching the product and adjusting to actual values.
UnitedHealth GroupAccount Executive
Sep. 2013 - Apr. 2016Phoenix, Arizona AreaEstablished professional relationships with brokers, account managers, and strategic partners. Created custom business proposals regarding industry trends, company financials, and company goals. Performed training on full suite of projects and value propositions. Maintained detailed weekly reporting of the prospect pipeline. Gained new business from agencies who had previously stopped writing United Health Care business. • Consistently exceeded sales targets by 40% and led the West Region in the largest average group size.
• Increased sales production by 30% year over year by researching customers’ clients and proactively identifying unique opportunities for the top 4 brokerages and agencies.
• Significantly increased pipeline to achieve top new business sales representative in the Western Region.
Arizona DiamondbacksSr. Account Executive, Group Sales
Nov. 2007 - May. 2013Phoenix, AZDeveloped relationships with groups such as the Department of Defense, business leaders, school districts, county leaders, Indian tribes, and municipality leaders. Developed creative ways to increase ticket sales such as hosting 30,000 students at an interactive field trip. Customers included Fortune 100, USAF, and PHXPD/FD. • Drove 300% revenue growth (from $100K to $600K) across 6 years when ticket sales were 18% of total revenue.
• Recognized as Top Sales Representative in New Business Sales for 5 consecutive years for consistently exceeding quota.
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