Functional Skills
Business Development
Sales Strategy
Customer Relationship Management
Go-to-market Strategy
Sales Training
Content Strategy
Brand Strategy
Customer Experience
Training and Coaching
Business Communication
Content Marketing
Growth Strategy
Marketing Strategy
Workshop Facilitation
Leadership Development
Software Skills
Microsoft Excel
Canva
Google Sheets
Google Docs
Microsoft Office
Microsoft PowerPoint
Microsoft Word
Outlook
Salesforce
Zoom
Wix
Certifications
Series 63
Series 7
Sector Experience
Business Services
Consumer Goods
Financial Services
Technology
Travel & Hospitality
Languages
English
Countries Worked In
USExperience
Juice Plus
Sales
Sales
1/2018 - Present
• Present at events and conferences in front of audiences ranging from 25 - 4,000 people
• Building and maintaining a book of business through both B2B and B2C channels
• Actively recruit, train, and lead team members to sell Juice Plus
• Plan and host events throughout the year collaborating with other team members
• Research, plan, and write talks on a variety of holistic health topics and areas of personal finance
• Building and maintaining a book of business through both B2B and B2C channels
• Actively recruit, train, and lead team members to sell Juice Plus
• Plan and host events throughout the year collaborating with other team members
• Research, plan, and write talks on a variety of holistic health topics and areas of personal finance
Self-Employed
Management Consulting
Strategic Communications & GTM Consultant | Performance Coach
2/2025 - Present
I provide consulting and coaching services to help companies and high performers communicate, perform, and grow with clarity and impact.
Through a blend of strategy, storytelling, and performance psychology, I partner with brands and high performers to elevate how they think, speak, and execute.
Key offerings include:
• Strategic Communications & GTM Consulting: clarify messaging, align brand and business strategy, and build go-to-market systems that drive growth.
• Speaking & Workshops: deliver keynotes on mindset, communication, leadership, and performance that inspire action and results.
• Performance Coaching for High Performers: guide leaders, entrepreneurs, and creators to optimize focus, self-leadership, and execution.
Whether I’m designing a keynote, speaking at an event, reworking a branding narrative, developing a new business strategy, or coaching an individual through their next growth chapter, my mission is the same: to help people and brands thrive with purpose, precision, and presence.
Through a blend of strategy, storytelling, and performance psychology, I partner with brands and high performers to elevate how they think, speak, and execute.
Key offerings include:
• Strategic Communications & GTM Consulting: clarify messaging, align brand and business strategy, and build go-to-market systems that drive growth.
• Speaking & Workshops: deliver keynotes on mindset, communication, leadership, and performance that inspire action and results.
• Performance Coaching for High Performers: guide leaders, entrepreneurs, and creators to optimize focus, self-leadership, and execution.
Whether I’m designing a keynote, speaking at an event, reworking a branding narrative, developing a new business strategy, or coaching an individual through their next growth chapter, my mission is the same: to help people and brands thrive with purpose, precision, and presence.
Apex Systems
Information Technology
Strategic Solutions Director
1/2025 - 5/2025
• Engaged in B2B sales with financial services clientele by meeting with executives to sell IT
professional services projects
• Scoped deals, built out pricing models, and presented client pitches to executives
professional services projects
• Scoped deals, built out pricing models, and presented client pitches to executives
Apex Systems
Sales
Director- Fintech B2B Sales Strategy
7/2021 - 12/2024
• Supported two multibillion dollar Fortune 100 companies and two multimillion dollar mid cap companies
• Developed and ran national growth strategy and sales team for fintech industry portfolio across North America and Mexico
• Prospected and built partnerships with high level executives at fintech companies for
professional services solutions
• Led a national sales team responsible for onboarding, training, and ongoing mentorship
• Collaborated with internal leadership for each local market to develop local sales strategy for
expansion of net new business and maintaining high retention through recurring revenue
• Researched, created, and rolled out training, industry content, and line of business newsletter for sales and back office teams
• Conducted weekly team meetings, client QBRS, and leadership calls
• Partnered with consulting, legal, and leadership teams to draft, negotiate, and finalize pricing models and contracts
• Led execution for implementation and development projects within banking and commercial payments
• Developed and ran national growth strategy and sales team for fintech industry portfolio across North America and Mexico
• Prospected and built partnerships with high level executives at fintech companies for
professional services solutions
• Led a national sales team responsible for onboarding, training, and ongoing mentorship
• Collaborated with internal leadership for each local market to develop local sales strategy for
expansion of net new business and maintaining high retention through recurring revenue
• Researched, created, and rolled out training, industry content, and line of business newsletter for sales and back office teams
• Conducted weekly team meetings, client QBRS, and leadership calls
• Partnered with consulting, legal, and leadership teams to draft, negotiate, and finalize pricing models and contracts
• Led execution for implementation and development projects within banking and commercial payments
Apex Systems
Sales
Account Manager
1/2018 - 7/2021
• Engaged in B2B sales with executives to sell IT managed services and custom solutions to
support client projects
• Partnered with delivery team to identify, interview, and place technical resources for professional services projects
• Built, grew, and managed a portfolio of accounts across multiple industries
• Broke 5 new accounts in first year
• Won Rookie of the Year first year in role for performance
support client projects
• Partnered with delivery team to identify, interview, and place technical resources for professional services projects
• Built, grew, and managed a portfolio of accounts across multiple industries
• Broke 5 new accounts in first year
• Won Rookie of the Year first year in role for performance
Alliance Bernstein
Finance
Wealth Management Private Client Associate
1/2016 - 1/2018
• Supported a client book of business exceeding $1B
• Partnered with financial advisors to build their business and provide portfolio analysis, account creation and maintenance, asset allocation advice, and client/prospect meeting preparation
• Serviced clients daily by assisting with portfolio transactions, investment questions, asset allocation, and wealth forecasting analysis for retirement and estate planning
• Led and trained team to accomplish exceptional client service and distribute portfolio work
• Enrolled in comprehensive finance training program to build in-depth industry knowledge
• Partnered with financial advisors to build their business and provide portfolio analysis, account creation and maintenance, asset allocation advice, and client/prospect meeting preparation
• Serviced clients daily by assisting with portfolio transactions, investment questions, asset allocation, and wealth forecasting analysis for retirement and estate planning
• Led and trained team to accomplish exceptional client service and distribute portfolio work
• Enrolled in comprehensive finance training program to build in-depth industry knowledge
TIAA-CREF
Finance
Business Analyst and Recordkeeping Representative
1/2015 - 1/2016
• Oversaw client retirement portfolios
• Organized and processed client account transactions
• Conducted data quality control with portfolio data reviews
• Organized and processed client account transactions
• Conducted data quality control with portfolio data reviews
ZeroNines Technology
Finance
Financial Assistant to CFO
1/2011 - 1/2015
• Modeled company's capitalization table and investor payout model for issued stock
• Organized and managed issuing stock certificates to investors
• Assisted in running investor annual meeting
• Organized and managed issuing stock certificates to investors
• Assisted in running investor annual meeting
CSU Summit Investment Fund
Finance
Junior Portfolio Manager and Fund Technology Analyst
8/2014 - 12/2014
• Managed portfolio holding updates in Morningstar and Bloomberg
• Analyzed economic conditions and portfolio performance for allocation recommendations
• Researched and analyzed investment prospects using Bloomberg analysis
• Selected to compete in 2015 CFA Global Investment Challenge
• Analyzed economic conditions and portfolio performance for allocation recommendations
• Researched and analyzed investment prospects using Bloomberg analysis
• Selected to compete in 2015 CFA Global Investment Challenge