United States
I am a sales, operations, and revenue leader with 20+ years of success building high-performing teams, expanding markets, developing partnerships, and improving sales execution across mortgage, financial services, SaaS, and B2B business development environments. My background includes leading mortgage professionals, district banking teams, regional production groups, and SaaS sales teams through growth, change, and competitive market conditions. I have recruited, trained, coached, and retained sales professionals across multiple markets while building systems that improve pipeline discipline, client acquisition, referral partnerships, customer experience, and overall production. I have held leadership roles with JPMorgan Chase, Bank of America Merrill Lynch, TIAA Mortgage, Independent Financial, PrimeLending, and Auris, with experience spanning mortgage lending, financial institutions, HCM SaaS, sales enablement, market expansion, business development, and performance management. Career highlights include: • Led teams ranked Top 3 nationally in sales and production • Oversaw 17 branches and $923M in deposits as District Manager • Recruited and retained 26 mortgage lending specialists across Northern Colorado and Denver • Recruited 24 loan officers in a highly competitive market • Launched and scaled a new regional mortgage division that exceeded revenue and team goals by more than 225% • Delivered 33% year-over-year sales growth as Regional Production Manager • Helped drive 125% sales growth through recruiting, training, and development of SaaS sales professionals I am at my best when building teams, developing leaders, creating sales process, strengthening referral channels, and helping organizations grow with discipline, energy, accountability, and a strong client-first culture. Areas of focus: Sales Leadership, Mortgage Leadership, SaaS Sales, Financial Services, Revenue Growth, Team Building, Recruiting, Sales Training, Business Development, Strategic Partnerships, Pipeline Management, Client Experience, Operations Leadership, Performance Coaching, Market Expansion, and Customer Service Leadership.
Lead sales recruiting, onboarding, training, and performance development for HCM SaaS growth across Colorado. Focused on building a high-performing sales organization serving businesses with payroll, HR, onboarding, recruiting, timekeeping, benefits administration, and workforce management solutions. Highlights: • Led recruiting efforts supporting statewide Colorado expansion. • Hired, trained, and developed sales professionals with and without prior payroll, HR, or HCM SaaS experience. • Helped drive 125% sales growth through stronger recruiting, onboarding, coaching, and field execution. • Led “Rookie” sales training for the Midwest region, including Arizona, Colorado, Texas, Oklahoma, and Missouri.
Provided sales strategy, business development, marketing leadership, and growth consulting for clients across restoration, automotive, real estate, and B2B service industries. Highlights: • Designed and implemented growth strategies, sales funnel improvements, and AI-powered lead generation programs. • Increased client acquisition by 30% through stronger prospecting, positioning, and sales process design. • Helped clients identify new verticals, build B2B partnerships, and improve sales execution. • Supported revenue growth, market positioning, and repeatable business development systems.
Led marketing, business development, brand strategy, relationship management, and referral partner growth for a restoration services company. Highlights: • Grew market share by 30% while maintaining 100% client retention. • Increased marketing ROI by 65% through stronger outreach, referral relationships, and campaign execution. • Drove a 50% increase in new business through strategic partnerships and market visibility. • Led brand and marketing improvements that increased inbound lead generation.
Led regional mortgage growth, loan officer recruiting, production strategy, referral partner development, and sales performance. Highlights: • Increased annual revenue by 35% through targeted outreach and partner relationship development. • Recruited and scaled a high-performing mortgage sales team. • Expanded regional footprint and market presence. • Led growth initiatives focused on production, client experience, and referral channel development.
Led regional mortgage production, team development, process improvement, partner strategy, and sales execution. Highlights: • Delivered 33% year-over-year sales growth. • Improved operational efficiency by 65% through workflow improvements and automation tools. • Increased team productivity by 40% through targeted training, coaching, and performance management. • Built alignment between sales execution, operational process, and market expansion goals.