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Click here or scroll down to respond to this candidateCandidate's Name
Phoenix, Arizona Street Address
EMAIL AVAILABLE Street Address .795.1866 http//LINKEDIN LINK AVAILABLEAccountantGoal focused, vision-driven leader with a successful career history of driving organizational success through exceptional client management, profit optimization, and team motivation.Dedicated Consultant with distinguished experience serving global financial services firms. Proven success building a loyal base of customers and delving top-level performance to continually elevate networks while boosting revenue streams. Experience working across multiple departments to create a robust pipeline of opportunities and prospects to sell solutions and services, optimizing business growth and maximizing returns.Areas of Expertise:Technical Payments Software / SystemsBusiness DevelopmentB2B Sales / Solutions AdviceContract Development / NegotiationsSales Training & CoachingRisk Management / Regulatory ComplianceMerchant Processing ServicesClient Needs AssessmentAccount Management & GrowthClient Acquisition / RetentionSales Strategy Development / ExecutionPresentations / Public SpeakingDiverse Products and ServicesComplex Sales CyclesProfessional ExperienceTarget Corporation Phoenix, AZSr Specialist Guest ServicesProvide phone and chat support to guests for product set sold though our partners. Support involves the use of several different systems including Sales Force and Slack. There are several other proprietary software systems and interfaces with carriers to coordinate item pick up and delivery. Feedback on service level is provided by guest surveys and activity is also monitored by manager on a daily and weekly basis.PSCU Phoenix, AZContact Center Representative (10/2020 to 8/2021)Assist credit union members with fund transfers and balance information. Research problems with debit and credit cards and assist with fraud by blocking debit or credit cards in the system. Assist members that are locked out of home banking accounts by resetting passwords and unlocking accounts under high security. Meeting adherence and average handle time goals on a daily and monthly basis.AeroTek/USAA, Phoenix, AZRegistered Investment Representative (01/2020 to 05/2020)Assist members with funds transfers and account maintenance. Educate members on all product offerings to help insure that they are making the best financial decisions.E*Trade, Scottsdale, AZFinancial Consultant (03/2017 to 12/2019)Leverage vast industry experience to find the right financial solutions for clients to build strong portfolios. Engage with current and potential clients to provide investment recommendations, factoring in current status of financial markets and the global economy. Gather, track, and analyze client data to evaluate risk tolerance and develop strategies that help to achieve long-term financial goals.Translate strategies into actionable plans to shape operations, differentiate from competitors, and provide value to clients; brought in over $24M in net new assets (2018).Provide financial consultations and retirement planning services to an existing book of business ($140M in assets / 350 clients).Mass Mutual, Phoenix, AZFinancial Advisor (12/2016 to 02/2017)Cultivated strong client relationships to provide valuable advice regarding financial planning and investments; commission-based only.Cultivated new referral sources and increased referrals from existing sources through meetings, and delivery of highly targeted presentations to potential clients.Edward Jones, Phoenix & Scottsdale, AZFinancial Advisor (04/2015 to 11/2016)Assessed client assets, liabilities, cash flow, insurance coverage, tax status, and financial objectives to create strategies that aligned with financial objectives.Created new forms of customer value and strategic differentiation; considerably increased client base, establishing office in North Scottsdale after one year in role.Vantiv, Symmes Township, OH 2009 to 2015Vice President, Strategic Alliance Associate (12/2011 to 02/2015)Managed strategic partnerships with all bank and credit union trade associations, as well as with key national accounts. Developed innovative business development growth strategies, implementing strategic processes across all revenue streams to deliver a sustainable competitive advantage. Designed cross-functional revenue generations processes that leveraged company strengths, while fostering collaboration to drive profitable revenue; reviewed the analyses of activities, costs, operations, and forecast data to track results.Closed critical business deals, surpassing sales goal by 252% (2014).Established Vantiv as the preferred credit card processor for ICBA Bankcard (credit card processing division of Independent Community Bankers of America); created $1M in revenue.Provided Allied Solutions to over 400 financial institution clients, receiving Vantiv Partner of the Year Award (2014); closed the year at $4M in new sales; Allied relationship generated $15M annually.Produced over $1M in annual revenue through preferred partnership of NAFCU Services (for-profit sister company of NAFCU) providing introduction to more than 750-member credit unions.Partnered with the Texas Bankers Association, through their for-profit corporation TBASCO; generated over $2M in annual revenue from 700 bank members.Senior Sales Executive (09/2009 to11/2011)Delivered exceptional team leadership and world class support to this organization, demonstrating a strong passion for growing and developing people and emboldening customers to become product experts. Accurately assessed the needs of client and sold ATM, debit, credit, and merchant processing services to banks and credit unions across Southern California and Arizona.Moved through progressive roles for demonstrating exemplary leadership and consistently exceeding expectations; took on additional responsibilities to surpass business and sales objectives.Forged strong referral relationships with the San Diego chapter of the California Credit Union League and the Southern California Credit Union Alliance, garnering $1M in annual sales for the first year.Consistently delivered remarkable results including selling the third largest credit union in San Diego and the ninth largest credit union in Arizona.Additional Experience:Vice President, Financial Institution Sales, Elan Financial Services, Pittsburgh, PAVice President, Sales, Lexcel Solutions, Scottsdale, AZSenior Vice President, Financial Institution Division, ProvidentOne Payment Systems, Scottsdale, AZChief Financial Officer / Chief Information Officer, Bank of Southwest Tempe, AZAccount Executive and Sales Executive, Electronic Payment Services, (MAC ATM Network), Wilmington, DEExecutive Vice President Chief Operations Officer, Arizona Credit Union League Services Corporation, Phoenix, AZ.Vice President and Manager, Financial Institutions Department, Citibank (Arizona), Phoenix, AZ.EducationBachelor of Business Administration (Emphasis Accounting) Ottawa University, Phoenix, AZMasters in Accounting Wilmington University, Wilmington, DE Target completion May 2023Passed Series 7, Series 66, and Arizona Life & Health Insurance Exams |
