Enterprise Sales & Strategic Account Executive

Develop nationwide relationships with Registered Investment Advisor leaders and retirement-plan stakeholders, driving more than 70% adoption of portfolio modeling software across multi-location provider networks.

Achieved the only 100% adoption of a qualified retirement plan in company history through consultative planning, executive presentations, and individual retirement planning engagements. Led a multi-state Kansas expansion program involving 10 locations, six sites, workforce education, on-site presentations, and managed-account onboarding.

Maintain client relationships through portfolio reviews, retirement planning discussions, and ongoing account stewardship.

Won the company’s largest digital marketing account to date through a multi-channel strategy incorporating geofencing, Google Ads, SEO/SEM, and website redesign.

Developed marketing roadmaps for major client campaigns and used performance data and case studies to demonstrate value, support growth, and strengthen customer relationships.

Managed commercial insurance relationships with a focus on workers’ compensation for nationwide FedEx and Amazon delivery-service-provider networks across multiple states.

Led multi-carrier negotiations, experience modification reviews, competitive quoting, renewals, and retention activities for complex commercial accounts.

Consistently ranked among the top three monthly sales professionals while selling new vehicles, leases, certified pre-owned inventory, and advanced vehicle technology.

Built long-term customer relationships and represented the dealership through charitable and community events.

Provided comprehensive financial planning across retirement, insurance, investments, disability and long-term care, business succession, 529 plans, and fee-based advisory services.

Built and serviced a multi-component financial planning practice serving hundreds of clients with integrated wealth-management strategies.

At Bowers Transportation Group, earned Salesman of the Year four times in seven years while selling Infiniti, Jaguar, Volkswagen, and Saturn vehicles.

At Circuit City, generated more than $100,000 in monthly sales in more months than any other salesperson in the Southeast region, year after year.

Led the loading department team while completing full-time undergraduate studies at the University of Tennessee at Chattanooga.

Supported team operations and day-to-day department leadership in a fast-paced distribution environment.

Bachelor of Science degree in Marketing and Economics. Completed full-time undergraduate studies while working as a team leader at Chattanooga Coca-Cola Bottling Company.