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Professional Summary

Skilled financial professional with 30 years of financial services experience and 27 years of comprehensive sales and account management experience in the field. Personally managed the states of CT; MA; MI; OH; & RI.

  • CIMC
  • NASAA Series 63 & 66 License
  • FINRA Series 6, 7, 26
  • Life Insurance
  • Strong interpersonal skills
  • Exceptional sales skills
  • Proficient public speaker
  • Proven leadership ability
Work History
06/2018 to 04/2019
Financial Advisor Citizens Bank Wellesley, MA
  • Utilize diverse wealth management strategies to meet client objectives.
  • Cultivate and strengthened relationships with new and existing clients.
  • Work with our wealth management team to identify new opportunities within all of our lines of business.
01/2018 to 05/2018
Financial Advisor Edward Jones Boston, MA
08/2006 to 09/2017
Vice President Franklin Templeton Investments Boston, MA
  • Sold financial products including Mutual Funds, Separate Accounts, DCIO, VAIO for territory with $2 billion in assets under management.
  • Generated production for the current fiscal year - $254 million.
  • Consistently awarded stock grants based on fiscal year performance.
10/2001 to 08/2006
Regional Vice President-CT; RI; MA Massachusetts Financial Services Boston, MA
  • Sold financial products including Mutual Funds; Separate Accounts; Annuities; Pension products.
  • Recommended investments to Wirehouse and Regional Firms in MA; RI; CT.
  • Awarded 2003, 2005 "More Than Your Fair Share" Award.
10/2000 to 10/2001
Senior Divisional Vice President - Central Division Massachusetts Financial Services Novi, MI
  • Proficiently managed 13 Wholesalers covering 19 states.
  • Developed senior relationships with Wirehouses and Regional Firms.
10/1992 to 10/2000
Regional Vice President -MI;OH Massachusetts Financial Services Novi, MI
  • Sold financial products including Mutual Funds; Separate Accounts; Annuities; Pension products.
  • Increased territory sales and market share which allowed MFS to expand coverage in the region by adding additional RVP's and Junior Wholesalers.
  • Awarded 1997 MVP; 1997, 1998, 1999 "More Than Your Fair Share" Award; 1999 Heritage Award.
08/1989 to 10/1992
Internal Sales Desk Massachusetts Financial Services Boston, MA
Bachelor of Arts: Sociology St. Anselm College - Manchester, NH
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Bachelor of Science: Professional Flight 2020 Purdue University West Lafayette, IN
3.66 GPA
Dean's List & Semester Honors academic achievement award
Private Pilot Certificate, Instrument Rating, Commercial Pilot Certificate, Certified Flight Instructor Certificate, FAA First Class Medical
Flight Experience

Total Hours                             191.7

  • Cross Country             41.2
  • Instrument                    36.7
  • Night                             28.7
  • Pilot in Command     148.8
  • Solo                              44.2

Type Hours

  • PA-28R-201 28.2
  • SR-20 164.4
  • 8KCAB 1.0
Leadership Experience
Vice President 02/2018 to Current National Gay Pilots Association - Purdue Chapter West Lafayette, IN
  • Promote inclusion, professionalism, and safety within the School of Aviation and Transportation Technology
  • Plan chapter recruitment and social events
  • Plan fundraising initiatives
Emerging Leader Peer Mentor 08/2017 to 05/2018 BoilerMentor West Lafayette, IN
  • Serve as a mentor for three to five college freshman
  • Provide tools and guidance for academic and social skill development
  • Communicate information between students and university faculty
Cadet 12/2010 to 12/2016 Civil Air Patrol Costa Mesa, CA
  • Various leadership roles, ranging from team leadership to organizational leadership
  • Advisory council member and leader
  • Core values of integrity, volunteer service, excellence, and respect
Work Experience
Flight Instructor 08/2018 to Current Purdue University West Lafayette, IN
  • Teach flight students the knowledge and skills to safely operate aircraft in a professional environment
  • Prepare flight students for flight exams and written exams
General Technician 06/2017 to 08/2017 South Bay Technology Inc. San Clemente, CA
  • Helped assemble products
  • Received, processed, and shipped products
  • Managed inventory
Community Service
Aviation Ambassador 08/2016 to Current Purdue Aviation Ambassadors West Lafayette, IN
  • Conduct tours of the school of aviation for prospective students
  • Host events such Purdue Aviation Day and Flight1 experience
Volunteer 06/2013 to 06/2016 Lion's Heart Ladera Ranch, CA
  • Volunteered 191.5 hours 
  • Recipient of the 2014-2015 President's Volunteer Service Award
Member 01/2013 to 01/2015 Ladera Ranch Community Service Teen Leadership Council Ladera Ranch, CA
  • Plan and host teen events for the community
  • Coordinate with other organizations in running community events
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Accomplished Executive Sales Leader with demonstrated ability to drive growth and deliver results.  Articulate, passionate, focused, and consistent.  A natural leader and motivator, driven to manage costs and hit sales targets while building strong culture, and mutually beneficial partnerships. 

Core Strengths
  • Strong  and perceptive communicator 
  • Driven to succeed and focused on results 
  • Transformational leader and change agent
  • Poised at making and implementing effective decisions 
Field Vice President, West / Renaissance, (New Owner of myON) - Madison, WI 04/2018 - Current
  • Transitioned into role when Renaissance  acquired myON.
  • Managed two teams during the integration phase.
  • Responsible for $28 million in revenue to contribute to the Company's bottom line.
  • Finished Fiscal Year at 125% of goal. 
Regional Vice President - Southwest / myON - 01/2014 - 04/2018
  • Mentored sales force of 30 professionals through major change.
  • Transitioned half of my territory with professionalism and support to new sales manager when myON transitioned to 4 regions.
  • Assumed responsibility for under performing states and built myON's presence quickly and strategically.
Vice President - West / myON - 10/2010 - 01/2014
  • Brought myON to the market in all states West of the Mississippi and pioneered sales process.
  • Attracted and retained winning talent to build an effective sales force.
  • Evangelized myON to build market demand and customer base.
Regional Vice President - Pacific Region / PLATO Learning - 11/2008 - 10/2010
  • Transformed an under performing team that had not made a number in five years into the go-to team that consistently delivered and never missed a number.
  • One of two regions to come in above the annual quota in Fiscal Year 09.
  • Grew 35% over prior year and finished 20% under budget.
Director of Sales - South Central Region / PLATO Learning - 01/2008 - 10/2008
  • Asked to step into leadership role and leave my individual territory in the middle of a high performing year.  
  • Given a team of 8 rookie Account Managers that transformed to become the 2nd highest performing team in the Company within 6 months. 
  • Closed $1 million in my individual territory while transitioning into management and creating a winning team.
Account Manager / PLATO Learning - 01/2005 - 01/2008
  • Transformed New Mexico into the fastest growing state for new business for PLATO Learning.
  • Honored as Company's top performer in year one as an Account Manager.
  • Finished in the top three every year. Penetrated 42% of districts within the first two years.
  • Used consultative selling skills to grow relationships and displace the competition on a regular basis.
Director of Assessment and Accountability - Eastern 30 States / PLATO Learning - 01/2003 - 01/2005
  • Responsible for the assessment and accountability sales quota.
  • Doubled annual sales quota and market share expectations. 
  • Authored and won multiple  RFPs.
Executive Director - Assessment and Curriculum / PLATO Learning - 01/2001 - 01/2003
  • Built and grew PLATO Learning's market share for curriculum management and standards-based education products and services from infancy stage in the Company.
  • Built and facilitated post acquisition selling strategy and vision integration.
  • Taught sales force to about consultative selling and created competitive matrices and sales and professional services scripts for curriculum management and standards-based education initiatives.
Director of Public Relations and Training Services / TeachMaster Technologies - 01/2000 - 01/2001
  • Developed, delivered and evaluated curriculum management and standards based grading training programs for adult audiences across the U.S. and internationally.
  • Wrote web content that resulted in documented increase in site traffic and sales inquiries.
  • Synthesized field data to guide future product design.
  • Managed a resource pool of direct reports spread over two divisions.
Educator / Glendale Union High School District - Phoenix, AZ 01/1996 - 01/2000
  • Taught writing and literature to students in grades 9-12.
  • Achieved or surpassed all program improvement target parameters.
  • Sponsored student council and student court and inspired student leaders.
  • Chaired the North Central Writing Committee in the accreditation year.
Education and Training
Grand Canyon University - Phoenix, AZ 1996 Master of Education: Secondary Education

Secondary Education Magna Cum Laude

California Polytechnic State University - San Luis Obispo, CA
Northwest Nazarene College - Nampa, ID 1992 Bachelor of Arts: English

English Graduated with distinction.