CONSULTATIVE SALES SPECIALIST / SENIOR ACCOUNT EXECUTIVE /

KEY ACCOUNT LIAISON / ACCOUNT MANAGER

PROFESSIONAL SUMMARY
Innovative Salesman and Marketer adept at selling large, complex solutions requi
ring diverse domain, technical and business acumen seeks a role selling software
, services and technology to firms providing financial services to individuals.
Proven track record of developing long-term customer relationships. Detailed ind
ustry experience in financial services, healthcare, and insurance. Worked nation
ally, as well as, overseas. Clients include: Allstate, AIM/Invesco, AON, and Blu
e Cross/Blue Shield.
CORE COMPETENCIES
Sales _ Marketing _ Business Development _ Consulting _ Operations Management _
Private Equity
Major Account Management _ Channel Development & Management _ International Busi
ness
Assessment & Analysis _ Contract Negotiation _ Process Improvement _ Relationshi
p Building
PROFESSIONAL EXPERIENCE
Managing Partner, Chief Operating Officer - Estate & Financial Planning
2003 - 2010
USA Financial Management Services, Inc., Oakbrook Terrace, IL
Sold living trusts, life insurance, long-term care, annuities and promissory not
es to retirees.
* Averaged $133,500 per client in estate planning services and related product s
ales.
* Managed ten employees locally and operations for three offices including accou
nting, legal, and procurement.
* Designed advertising and direct mail materials to conduct market research and
obtain 300 new leads per month.
* Generated on average $200,000 per month in new business.
* Co-developed legal contracts and managed ongoing real estate operations worth
$2MIL.

Sales Executive - Executive Outplacement Services 2002

McKenzie Scott Partners, Englewood, CO
Sold via telephone customized career marketing assistance to professionals and e
xecutives.
* Obtained services ranging from $5,000 to $20,000 per person.
* Averaged four sales per month.
* Co-developed marketing strategies and resumes for clients.
Sales & Marketing Manager - Custom Software Development 1997- 2001
Ideon Inc., Naperville, IL
Marketed custom corporate-wide reporting, analysis, modeling and planning applic
ations that used numerous OLAP, data warehousing, and/or data mining software.
* Exceeded annual revenue quotas by 111%.
* Grew Ideon from inception to a multi-million dollar business.
* Sold Ford Motor Company, a $2,000,000 budgeting application in 90 days.
* Persuaded AIM/INVESCO Chief Investment Officer to buy a $500,000 Executive Inf
ormation System based on two meetings only.
* Developed key partnerships with industry leaders like IBM to increase market c
ompetitiveness.
New Product Development Manager - Consumer Products 1996 -1997
Barna, Ltd., Naperville, IL
Performed competitive analysis and effective product testing.
* Saved the manufacturer over $65,000 in one year.
* Identified new markets, as well as, designed and implemented direct mail campa
igns.
* Generated publicity in newspapers and magazines to promote new products.
* Structured pricing and recruited new distributors nationwide.
Business Partnership Manager - Health Information Systems 1993 -1996
Resource Information Management Systems, Inc., Naperville, IL
Delivered an enterprise-wide software and hardware suite for third party adminis
trators, PPOs and other health care organizations.
* Exceeded yearly sales quotas by 124%.
* Sold systems worth from $250,000 to $750,000 to Blue Cross/Blue Shield of Texa
s, Texas Medical Association and Texas Municipal League.
* Installed a revolutionary decision support healthcare application worth $845,0
00 at the Texas Municipal League.
EDUCATION
University of Illinois, Urbana, IL
* B. S. Finance
University of Illinois, Chicago, IL
* Integrated Marketing Certificate
IBM, White Plains, NY
* Professional Selling Skills Formal Training
Miller-Heiman, Naperville, IL
* Strategic Selling Official Training