Experienced project Manager with over 15 years of experience in the financial services industry. Proven track record of successfully managing complex projects and programs.
mentoring, manager, crm, coaching, sales and, excel, training
Green Mountain College
Managed the training program Manager for the sales team to provide a 360 degree view of the sales. This resulted in increased revenue and increased customer satisfaction.
Led the development of a sales process improvement program to improve the sales and delivery of the customer experience. Worked with the sales team to develop a new LMS to support the business intelligence.
Responsible for the creation of Excel and CRM data for the business. This included the development of the new product roadmap.
Managed and coached the team to develop coaching and mentoring to improve productivity. Reduced the number of issues and improved the process.