Professional Documents
Culture Documents
PROFILE
Resourceful B2B Sales Professional with a customer-centric focus to achieve demonstrated sales
based on advanced business intelligence, operations, and best practices consulting. Promote
corporate mission and philosophy while positively impacting bottom line and daily performance.
Results-oriented with experience working in environments that require strengths in building
client relationships at the Executive and C-level to present return on investment solutions
addressing business needs.
PROFESSIONAL EXPERIENCE
BROADRIDGE FINANCIAL SOLUTIONS (formerly ADP) 2004 - 2010
Fortune 200 company and full service provider of corporate issuer/shareholder communication
related to the Annual Meeting and election of corporate executives.
Territory Manager / Account Executive - San Diego, Orange County & Los Angeles
Led client relationship management activities for publicly held companies.
Recruited to turn around a poor performing territory and rebuild business relationships.
Consistently ranked in the top 5 AEs in all metrics for production and customer service.
2009, 2008, 2007 & 2006 Achiever’s (President’s) Club Award Winner.
Executive Level engagement - Strategy perspective and ROI presentation for
streamlining operations, increasing productivity, and decreasing costs.
Designed and developed an Enterprise Accounts territory penetration plan resulting in
$1M in new and recurring sales.
Championed first project under the SEC Notice and Access Rule implementing a new
shareholder communications approach; saved AMCC over $125,000 in mailing and
printing costs.
Served as an Inspector for annual shareholder elections for major corporations.
Daily interface with virtual sales and support team to implement contractual agreements.
Chosen to mentor and train new incoming Territory Managers.
PROFESSIONAL DEVELOPMENT
Miller Heiman - Strategic Selling
High Performance Selling Skills - Impact Performance Group
Document Management Industries Association; School for Forms Specialists Certification
IKON Management School - Level I
Sandler Institute Sales and Management Training
Applied Concepts - Coaching and Management Skills Training Workshops
Riordan Management Training - Recruiting and Selection Process Training
Riordan Management Conference - Total Effective Action Management (TEAM) Training
Riordan Management Conference - Attitude Skills Knowledge (ASK) for Action Training
Computer skills: Microsoft Word, Excel; Salesforce; GoldMine, ACT! By Sage
EDUCATION
Bachelor of Arts, HOFSTRA UNIVERSITY, New York, NY
PROFESSIONAL ASSOCIATIONS
NIRI (National Investor Relations Institute) 2005 - 2010
San Diego Chapter Secretary / Board of Directors, 2007