I am a senior sales, operations, and business development professional with extensive experience in automotive retail, financial services, real estate, and business ownership.
I currently work as an Account Sales Executive at CDK Global, helping automotive dealer groups identify and adopt dealership management software solutions. I exceeded my 2025 sales quota objective, reaching 115% of target during my first nine months.
My automotive background includes fixed operations leadership, dealership consulting, and co-ownership of a third-generation family automobile dealership. I have led sales and service operations, improved profitability, expanded market penetration, and coached teams toward stronger results.
I also bring a substantial financial services background spanning wealth management, trust advisory, investment banking, and financial planning. I have advised high-net-worth clients, managed banking relationships, developed investment strategies, and trained financial advisors.
I am known for building productive client and employee relationships, developing effective sales strategies, mentoring teams, and influencing stakeholders. I am willing to travel up to 50% and bring a practical, results-oriented approach to revenue growth and operational improvement.