SUMMARY:

• Enterprise Solutions, Financial Services, Insurance, Investment Banking
• Entrepreneurial Sales and Business Development Executive with extensive experience delivering exceptional business development, sales, market analysis, and relationship development at a top - tier investment bank and financial service companies.
• Extensive record meeting and exceeding aggressive growth objectives.
• Integrates long-term strategies in persuasive market research and analysis.
• Outstanding networking and interpersonal skills. Encourages peak performance from both staff and colleagues.
• Recognized for making critical deals and forging forward-thinking business plans.

AREAS OF EXPERTISE INCLUDE:

• Mergers & Acquisitions
• Corporate Finance
• Capital Markets
• Sales and Sales Management
• Relationship Management
• Supply Chain
• Strategic Planning
• Business Development
• Logistics

COMPUTER SKILLS:

Salesforce.com, Microsoft Word, Excel, PowerPoint, Capital IQ, Bloomberg, Thomson SDC, Thomson One, MapInfo, IDC, Kagan, Factiva, and Factset, Financial Modeling (DCF, Valuations)

PROFESSIONAL EXPERIENCE:

Confidential

Senior Enterprise Sales Executive

Responsibilities:

• Business Development and Sales Executive involved in sales of Microsoft Dynamics 365 Business Central ERP, Client Engagement, CRM and Field Service software.
• Confidential is focused on Food, Seafood, Produce, Cannabis, Life Sciences Supply Chain, 3rd Party Logistics, Pharmaceutical/Nutraceutical and Manufacturing industries.
• Our NAV based industry-specific products are specifically designed to help streamline operational and manufacturing workflows.

Confidential, Parsippany, NJ

Senior Solutions Specialist

Responsibilities:

• Business Development and Sales Executive involved in all aspects of the sales cycle of New & Existing systems and Professional Service sales of Freestyles’ Multi-Channel Order Manager software, the leading integrated eCommerce and PCI compliant order management software built for eCommerce, Multi-Channel, 3rd Party Logistics and Distribution businesses.
• Through its open API, M.O.M. connects to virtually any eCommerce platform as well as Confidential ®, the company's cloud-hosted eCommerce shopping cart solution.

Confidential, Florham Park, NJ

Franchise Sales Manager

Responsibilities:

• Major Accounts Work with prospective and existing Confidential franchise clients to ensure franchisee is aligned with the best solutions to fit their specific needs.
• These solutions include Payroll, Human Capital Management, Insurance, Retirement & Tax Services designed to help franchisees improve cash flow, as well as, stay compliant.
• Work with prospective and existing Confidential clients to provide SaaS Payroll, HR, Time and Labor Management, Recruitment & Talent Management, Insurance and Retirement Services solutions to streamline processes in order to capture and control labor costs and manage human resource requirements and compliance. Provided account reviews to ensure clients are aligned with the best Confidential products to fit their specific needs.

Client Sales Manager

Confidential

Responsibilities:

• Prospect and manage sales territory by maximizing use of Salesforce.com, personal production and networking, Confidential corporate generated lead activity and Confidential payroll sales force generated leads.
• Work with Sales Manager and IT to ensure data quality, cleansing and avoid duplication of information in CRM system in order to maintain accurate and up to date records.
• Conduct meetings and product demonstrations via Live Meeting.
• Accurately forecast weekly and monthly starts and successfully manage backlog to ensure business starts.
• Serve as liaison between the client and Confidential support departments throughout implementation and lifecycle of the client relationship.
• Perform demonstrations of solutions and manage training for client.

Confidential, New York, NY

Sales and Service Representative

Responsibilities:

• Marketed life insurance by telephone to new and existing client base.
• Evaluated product and industry trends.
• Pioneered new sales approaches and markets.
• Managed sales process through Epiphany and internal CRM system.
• Streamlined sales support operations to close policies faster and more efficiently.
• Consistently met or surpassed policy count goal, and exceeded average company premium goal.
• Ranked in the top 5% of all sales representatives.
• Chosen 2009 & 2010 Most Dependable Team Player by management.

Confidential, Roseland, NJ

Registered Representative

Responsibilities:

• Sold financial and insurance products to both individuals and small businesses by conducting extensive cold calls.
• Presented recommendations and closings.
• Responsible for raising $2.5MM in client investments and insurance products.
• Repeatedly recognized for leading new financial and insurance applications.
• Organized weekly strategy meetings to review Northern New Jersey small business market developments.

Confidential, New York, NY

Vice President - Business Development

Responsibilities:

• Stimulated growth-oriented business development.
• Researched debt financing at domestic and international companies.
• Evaluated borrowing capacity at targeted firms.
• Leveraged strong relationships from Confidential to increase sales success.
• Structured client debt financing via equity and hedge funds.
• Significantly enlarged productive network of business and financial contacts through cold calling and personal meetings.
• Assisted clients with product and service integration.

Confidential, New York, NY

Associate, Strategic Planning

Responsibilities:

• Performed market research and comparative market analysis for business development opportunities within the Media and Communications universe resulting in several potential transactions within the corporate finance and M&A groups.
• Responsible for vendor relationships and negotiations for the Media & Communications Group.
• Worked with M&A management performing competitor analysis for the overall M&A department.
• Researched market news in the Media & Communications universe.
• Performed industry Premiums Paid and other comparables valuation analysis.
• Developed industry and sector specific SharePoint database for presentations and information management on worldwide basis within the Confidential group.
• Trained and developed best practices for SharePoint database within Confidential group.
• Worked with Investment Banking Knowledge Management Group on development and re-engineering of research tools and new products for the Investment Banking division.
• Worked on over an aggregate of $50BN worth of transactions.
• Worked in the development of an online sellside auction process for the M&A department.
• Trained and supervised Sellside Coordinators in all aspects of the position.
• Responsible for staffing Sellside Coordinators on new assignments.

Sellside Coordinator

Confidential

Responsibilities:

• Coordinated divestiture transactions in the Healthcare, Insurance, Communications, Media, Technology, Energy, Oil & Gas and Manufacturing industries.
• Worked as part of a team of industry experts to execute auction process for sellside transactions: writing.
• Participated in writing Offering Memoranda, Management Presentations and various sales exhibits.
• Coordinated and managed the dissemination and receipt of confidential information to and from clients, bidders and MS.
• Provided guidance to senior management of clients and potential purchasers.
• Managed the coordination and presentation of confidential information provided in the due diligence process.