High-achieving senior sales executive bringing expertise in region business planning, capital formation and client management. Offers 25 years of leadership in Alternative Investments industry along with entrepreneurial, forward-thinking mindset and demonstrated track record of accomplishment.
Region Director for AL, AR, FL, GA, KY, LA, MS, NC, SC, TN, VA
Responsible for capital raise and retention across Southeast region.
Responsible for daily cultivation of new selling reps, building new long-term relationships, education and growth of all Atlas Oil & Gas offerings in the Mid-Atlantic, Southeast and Central Regions
Head of all retail, foodservice and direct sales of High Road Ice Cream and responsible for prospecting, presenting and securing all new business while maintaining current relationships
National Accounts Manager with direct responsibility of sourcing and executing selling agreements while maintaining relationships with the Independent Broker/Dealer members
Responsible for all marketing and sales of Goldman Sachs Asset Management mutual funds and SMAs in Alabama, North Florida, Louisiana, Mississippi and East Texas. Managed coverage of Edward Jones, Merrill Lynch, Morgan Stanley Smith Barney and Wells Fargo Advisors throughout Southeast Region.
In charge of sales and marketing of all American Century Investments mutual funds in Louisiana, Mississippi and Arkansas.
External wholesaler responsible for sales and marketing of CNL REIT, Private Placement and Limited Partnership products to registered representatives and Registered Investment Advisors (RIA) in Alabama, Arkansas, Florida, Louisiana, Mississippi, Oklahoma, Texas and western Tennessee.
Recognition and Awards
2006 Highest Percentage Sales Increase, Southeast Region
2005 Highest Non-Ameriprise Sales
2005 Highest Total Sales, Southeast Region
2005 Highest CNL Income Properties Sales, Southeast Region
2005 Highest Non-Ameriprise Sales, Southeast Region
2004 Highest Total Sales
2004 Highest Non-Ameriprise Sales