Experienced Client Services, Sales and Relationship Management Professional with a proven ability to develop and implement strategies that support regional procurement quotas. Strong experience working directly with clients acting as the nexus for key account information in a sales supportquasi-internal wholesaler role. Excellent track record of creating and maintaining relationships with high-end industry participants consistently recognized as a top performer in an aggressive and fast-paced environment. Energetic Self-starter, quick learner with a strong work ethic and the ability to prioritize, multi-task and maintain flexibility in a fast-paced, complex financial service oriented environment. Outstanding customer care mindset including exceptional interpersonal and communication skills. Self-driven great planning and organizational skills with strong attention to detail and follow up. Ability to interact effectively with all levels internally and externally while functioning independently in a team-oriented setting. Specialties Regional Sales Support CRM - Client RelationsKey Account Relationship Management Research, Analytical and Financial Skills StrategicTactical Planning (Territory ManagementRegional Development) High Volume, High Dollar Negotiations Inside SalesBB-BC Salesread more ...read less ...
insurance
analysis
research
sales
investments
finance
banking
strategic planning
risk management
jp morgan
public speaking
the penn state alumni association
The Pennsylvania State University
Penn State University
Haverford High School
2005 - 2009
Coventry
Coventry First
Llcregional Director
Regional Director At Coventry First
Regional Coordinator At Coventry First
Regional Director South2011 - Present
Coventry Firstllc Regional Director Northwest2009 - Present
Private Bank Client Service Associate - Uhnw Financial Sponsors At J.p. Morgan
Csa - Ny Financial Sponsors At Jpmorgan Private Bank
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