Position:
National Business Development at Walker Reid Strategies, Inc., National Account Executive at NCSPlus, Inc.
Work:
Walker Reid Strategies, Inc.
- Dallas, TX since 2012
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National Business Development
NCSPlus, Inc.
since May 2009
-
National Account Executive
Elite-Energy Partners
- Dallas/Fort Worth Area Jan 2011 - May 2013
-
Regional Energy Advisor
Savannah Asset Strategies & Insurance
- Dallas, TX Jan 2010 - Aug 2012
-
Asset Protection / Growth Strategist/ Owner
One Stop Mortgage
Oct 2004 - May 2009
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Managing Partner for Sales and Marketing
Choice Home Lending
2002 - 2004
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Sales and Marketing Manager
Wells Fargo Mortgage
2001 - 2002
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Sales
Wells Fargo Bank
1999 - 2001
-
Assistant Branch Manager
Education:
University of Phoenix 1997 - 2000
BS, Double major in Business Management and Marketing
Skills:
Sales Management, Business Management, Business Planning, New Business Development, Banking, Contract Negotiation, Customer Relations, Risk Management, Tax, Mac OS X, Marketing Strategy, Virtual Office, Energy Efficiency, Tax savings, Green Energy, Project Assessment, Commercial Real Estate, HVAC energy efficiency, Tax Benefits, Accelerated Depreciation, EPAct, Tax Incentives, Government Incentives, Energy Efficiency Consulting, Retro-Commissioning, Lighting Retrofits, Building Energy Modeling, Building Energy Analysis, 179D, $1.80 per sf, HVAC tax deduction, Lighting tax deduction, Building envelope tax deduction, EPAct 179D, Federal tax deductions, Walker Reid, Walker Reid EPAct 179D, Architect tax deductions, Energy Efficient roofing tax deduction, Project Management, Customer Service, Management, Tax Reduction, Training, OS X
Interests:
Marketing, sales, business development
Soccer- Manchester United
and
Golf
Honor & Awards:
Circle of the Stars for Wells Fargo Bank 6 out of 6 quarters. Never out of top 10 in sales numbers during tenure.