Position:
Regional Sales Director at eMoney Advisor
Work:
eMoney Advisor
- San Francisco Bay Area since Mar 2012
-
Regional Sales Director
Interactive Advisory Software
Jan 2011 - Mar 2012
-
Sales Director- Western Region
ADP
Feb 2008 - Jan 2011
-
District Sales Manager
Gridstone Research
Mar 2006 - Feb 2008
-
Investment Management Sales Executive
OpeningBellStocks
Jun 2002 - Mar 2006
-
Managing Director:
Thomson Reuters
Mar 1998 - Jun 2002
-
Sales Director, Western Region
ADP Brokerage Services (Now part of Broadridge and Sungard)
Dec 1992 - Mar 1998
-
Regional Sales Manager (Individual Contributor)
Education:
University of California, Berkeley
BA, Political Science
Skills:
SaaS, Salesforce.com, Financial Markets, Large Account Sales, Sales Process, Solution Selling, Financial Sales, Financial Software, Sales Management, Software Sales, CRM software, Holistic Financial Planning, Human Capital Management, Financial Reporting, ADP, ROI Accountability, HR Solutions, Discovery, Consultative Selling, Performance Management, Account Management