Resume
PROFESSIONAL EXPERIENCE
Financial Advisor
NORTHWESTERN MUTUAL, Denver, CO 2017-2019
Produced collaborative written plans with comprehensive analyses around client goals and implemented solutions in risk management and investments.
Engaged clients in educational conversations—through calls and in person—involving stock market conditions, trends, and appropriate recommendations which aligned with client needs to promote growth.
Adopted and leveraged new technology as well as partner business experts to identify efficient solutions for client
needs in a diverse and positive team based culture.
Account Executive
EVERGREEN CUSTOM MEDIA, Fort Collins, CO 2016-2017
? Cultivated successful relationships with clients for magazine ads, averaging $1,200 in commission a week.
? Developed sales strategy, tactics, sales plans, and profit targets for Colorado regional lifestyle magazine.
? Identified, reported, and maximized business opportunities for prospects in target markets across Colorado.
Independent Sales Contractor
UBER TECHNOLOGIES, Denver, CO 2013-2016
Increased client base of groundbreaking transportation app company by 928 riders through person-to-person marketing of promotional cards.
Achieved a two-year average client rating of 4.8 out of 5 stars over 3,734 rides, qualifying for participation in special incentives and events for top partners.
Earned cash bonuses for reaching high-volume trip quotas during seasonal holiday and sporting event upswings.
Sales Associate
BARREL OAK WINERY, Delaplane, VA 2010-2012
Developed strategic marketing plans and email messages promoting sales and brand recognition, increasing club membership by 10%.
Sold wine by the bottle, case, and club membership contributing to $2 million profit in the third year of start-up winery business.
Trained and managed a staff of 25+ tasting room associates to relay accurate wine knowledge to customers.
Communications Director
FORMATTA CORPORATION, Fairfax, VA 2005-2009
Created datasheets, newsletters, press releases, articles, and case studies for distribution to media and customers, resulting in sales of $5 million for start-up software company, an increase of 20% over the year prior.
Performed weekly competitive marketing research and analysis, and drafted reports and recommendations based on the results.
Conducted sales engineering, product demonstrations, education, and sales support on-site and online.
EDUCATION
B.A. Media Arts and Design/Journalism James Madison University, Harrisonburg, VA
PROFESSIONAL EXPERIENCE
Financial Advisor
NORTHWESTERN MUTUAL, Denver, CO 2017-2019
Produced collaborative written plans with comprehensive analyses around client goals and implemented solutions in risk management and investments.
Engaged clients in educational conversations—through calls and in person—involving stock market conditions, trends, and appropriate recommendations which aligned with client needs to promote growth.
Adopted and leveraged new technology as well as partner business experts to identify efficient solutions for client
needs in a diverse and positive team based culture.
Account Executive
EVERGREEN CUSTOM MEDIA, Fort Collins, CO 2016-2017
? Cultivated successful relationships with clients for magazine ads, averaging $1,200 in commission a week.
? Developed sales strategy, tactics, sales plans, and profit targets for Colorado regional lifestyle magazine.
? Identified, reported, and maximized business opportunities for prospects in target markets across Colorado.
Independent Sales Contractor
UBER TECHNOLOGIES, Denver, CO 2013-2016
Increased client base of groundbreaking transportation app company by 928 riders through person-to-person marketing of promotional cards.
Achieved a two-year average client rating of 4.8 out of 5 stars over 3,734 rides, qualifying for participation in special incentives and events for top partners.
Earned cash bonuses for reaching high-volume trip quotas during seasonal holiday and sporting event upswings.
Sales Associate
BARREL OAK WINERY, Delaplane, VA 2010-2012
Developed strategic marketing plans and email messages promoting sales and brand recognition, increasing club membership by 10%.
Sold wine by the bottle, case, and club membership contributing to $2 million profit in the third year of start-up winery business.
Trained and managed a staff of 25+ tasting room associates to relay accurate wine knowledge to customers.
Communications Director
FORMATTA CORPORATION, Fairfax, VA 2005-2009
Created datasheets, newsletters, press releases, articles, and case studies for distribution to media and customers, resulting in sales of $5 million for start-up software company, an increase of 20% over the year prior.
Performed weekly competitive marketing research and analysis, and drafted reports and recommendations based on the results.
Conducted sales engineering, product demonstrations, education, and sales support on-site and online.
EDUCATION
B.A. Media Arts and Design/Journalism James Madison University, Harrisonburg, VA