Business Director and Account Management Professional

I am a business and financial services professional with extensive experience in sales, service, operations, account management, risk management, and client education. My focus is on increasing productivity and assets while reducing costs, liabilities, and risk.

I have worked in the financial industry as a Business Director, supporting clients with insurance, retirement products, mutual funds, mortgage protection, supplemental coverage, and solutions for individual, senior, small-business, and self-employed markets. I use a client-centered, consultative approach built around needs analysis and long-term service.

I also bring industrial account management experience, including product sourcing, site surveys, vendor demonstrations, cost-savings initiatives, cross-selling, and management of a substantial book of business. I have supported customers across manufacturing, transportation, government, food and beverage, automotive, and heavy-equipment markets.

My risk management background includes business continuity, audit coordination, quality assurance reporting, project support, meeting facilitation, and work across multi-level business groups. I am organized, adaptable, and comfortable managing reports, processes, and operational priorities.

I value leadership, teamwork, compassion, accountability, continuous learning, and helping others succeed. I have also contributed to rehabilitation-industry client education and numerous community volunteer initiatives.