Strategic Sales and AI Marketing expert with 20+ years of B2B experience driving revenue growth across insurance brokerage and SaaS industries. Proven ability to lead high-performing sales teams, manage enterprise accounts, and execute go-to-market strategies through complex distribution channels. Deep expertise in AI-powered marketing automation, CRM optimization, and data-driven growth execution. Skilled at building and leveraging strategic partnerships with independent insurance brokers and business owners to expand market reach, increase profitability, and improve client retention. A results-driven, self-motivated leader committed to transforming business performance through innovation, strategic thinking, and high-impact collaborative partnerships.
Strategic Sales & Leadership
AI Marketing Automation
Strategic Channel Enablement
CRM & AI Workflow Automation
Strategic Partnership Dvpt
SaaS, HubSpot, Salesforce
Agentic & Interactive Voice AI
Alliance Partnership Growth
B2B Account Management
Team Leadership Dvpt
Data-Driven Decision Making
Results-Driven Plan Execution
Engaging and Personable
Skilled in M&A Expansion
Strategic Sales & Leadership
AI Marketing Automation
Strategic Channel Enablement
CRM & AI Workflow Automation
Strategic Partnership Dvpt
SaaS, HubSpot, Salesforce
Agentic & Interactive Voice AI
Alliance Partnership Growth
B2B Account Management
Team Leadership Dvpt
Data-Driven Decision Making
Results-Driven Plan Execution
Engaging and Personable
Skilled in M&A Expansion
Strategic Sales & Leadership
AI Marketing Automation
Strategic Channel Enablement
CRM & AI Workflow Automation
Strategic Partnership Dvpt
SaaS, HubSpot, Salesforce
Agentic & Interactive Voice AI
Alliance Partnership Growth
B2B Account Management
Team Leadership Dvpt
Data-Driven Decision Making
Results-Driven Plan Execution
Engaging and Personable
Skilled in M&A Expansion
Strategic Sales & Leadership
AI Marketing Automation
Strategic Channel Enablement
CRM & AI Workflow Automation
Strategic Partnership Dvpt
SaaS, HubSpot, Salesforce
Agentic & Interactive Voice AI
Alliance Partnership Growth
B2B Account Management
Team Leadership Dvpt
Data-Driven Decision Making
Results-Driven Plan Execution
Engaging and Personable
Skilled in M&A Expansion
Drive double-digit revenue growth through strategic sales execution, B2B prospecting, and AI-driven marketing automation.
Exceed quarterly sales goals by setting clear KPIs, leading a top-performing SDR/BDR team, and promoting a results-driven culture.
Launch vertical-specific GTM strategies to boost brand engagement, grow market share, and support scalable expansion.
Implement AI marketing workflows to enhance lead gen, streamline nurture campaigns, and boost MQLs and sales efficiency.
Strengthen broker and agency partnerships with tailored growth programs that increase value, retention, and long-term revenue.
Deepen carrier relationships by aligning growth initiatives and co-developing strategies to expand distribution reach.
Lead M&A growth efforts, from target identification to due diligence and integration, expanding market presence and capacity.
Use data and KPIs to track trends, manage risks, and adjust GTM strategies for ongoing performance improvement.
Drive double-digit revenue growth through strategic sales execution, B2B prospecting, and AI-driven marketing automation.
Exceed quarterly sales goals by setting clear KPIs, leading a top-performing SDR/BDR team, and promoting a results-driven culture.
Launch vertical-specific GTM strategies to boost brand engagement, grow market share, and support scalable expansion.
Implement AI marketing workflows to enhance lead gen, streamline nurture campaigns, and boost MQLs and sales efficiency.
Strengthen broker and agency partnerships with tailored growth programs that increase value, retention, and long-term revenue.
Deepen carrier relationships by aligning growth initiatives and co-developing strategies to expand distribution reach.
Lead M&A growth efforts, from target identification to due diligence and integration, expanding market presence and capacity.
Use data and KPIs to track trends, manage risks, and adjust GTM strategies for ongoing performance improvement.
Territory Growth: Managed $150M+ in premium across Arizona, consistently exceeding sales targets.
Broker Partnerships: Built long-term, strategic broker relationships to drive sustained, profitable growth.
M&A Execution: Led $65M+ in M&A deals to expand market reach and enhance competitive positioning.
Market Focus: Targeted small-to-mid commercial accounts to boost new business and organic growth.
Carrier Alliances: Strengthened ties with top regional and national carriers to support mutual growth.
Sales Performance: Achieved double-digit growth by aligning strategy with broker needs and leveraging data to improve retention and loss ratios.
Territory Growth: Managed $150M+ in premium across Arizona, consistently exceeding sales targets.
Broker Partnerships: Built long-term, strategic broker relationships to drive sustained, profitable growth.
M&A Execution: Led $65M+ in M&A deals to expand market reach and enhance competitive positioning.
Market Focus: Targeted small-to-mid commercial accounts to boost new business and organic growth.
Carrier Alliances: Strengthened ties with top regional and national carriers to support mutual growth.
Sales Performance: Achieved double-digit growth by aligning strategy with broker needs and leveraging data to improve retention and loss ratios.
New Business Growth: Increased profitable premium across the Phoenix metro area.
Consultative Sales: Conducted regular broker/agent visits using a consultative sales and marketing approach.
Marketing Advisor: Advised agents on building profitable, growth-focused marketing strategies.
Strategic Planning: Executed and influenced business plans to help agents identify growth opportunities.
Digital Initiatives: Launched online lead gen and retention strategies with measurable P&L impact.
Online Presence: Built SEO-driven digital marketing and lead generation campaigns.
Networking: Attended events to strengthen relationships and uncover sales opportunities.
CRM Utilization: Used CRM systems to manage sales data and customer insights effectively.
New Business Growth: Increased profitable premium across the Phoenix metro area.
Consultative Sales: Conducted regular broker/agent visits using a consultative sales and marketing approach.
Marketing Advisor: Advised agents on building profitable, growth-focused marketing strategies.
Strategic Planning: Executed and influenced business plans to help agents identify growth opportunities.
Digital Initiatives: Launched online lead gen and retention strategies with measurable P&L impact.
Online Presence: Built SEO-driven digital marketing and lead generation campaigns.
Networking: Attended events to strengthen relationships and uncover sales opportunities.
CRM Utilization: Used CRM systems to manage sales data and customer insights effectively.
Client Relationships: Managed key territories, fostering strong partnership to drive ongoing profitable premium growth.
Sales Leadership: Led regional team, surpassing targets through strategic direction and active account management.
Revenue Growth: Delivered 25% YoY sales growth over 3 years, doubling premium volume.
Retention & Growth: Executed strategies to increase policies-in-force, retention, and new business.
Sales Training: Designed training programs that boosted profitable sales by 50%.
PEO Collaboration: Partnered with PEO managers to market P&C benefits to mid-to-large firms.
Brand Representation: Engaged prospects at trade shows and events to broaden market reach.
Client Relationships: Managed key territories, fostering strong partnership to drive ongoing profitable premium growth.
Sales Leadership: Led regional team, surpassing targets through strategic direction and active account management.
Revenue Growth: Delivered 25% YoY sales growth over 3 years, doubling premium volume.
Retention & Growth: Executed strategies to increase policies-in-force, retention, and new business.
Sales Training: Designed training programs that boosted profitable sales by 50%.
PEO Collaboration: Partnered with PEO managers to market P&C benefits to mid-to-large firms.
Brand Representation: Engaged prospects at trade shows and events to broaden market reach.
Strategic Partnerships: Forged and maintained key stakeholder relationships to drive market expansion and boost broker engagement.
Business Solutions: Delivered tailored marketing and operational strategies that elevated agent productivity and sales.
Agent Programs: Collaborated with regional leaders to launch acquisition initiatives that improved distribution and supported growth goals.
Network Growth: Led statewide agent expansion, adding $50M+ in premium and strengthening the distribution footprint.
Retention Strategies: Increased policies-in-force by 25% through targeted point-of-sale and retention efforts.
Agency Consulting: Advised agency owners on growth strategies, marketing initiatives, and workflows to improve close rates and retention.
Sales Training & Enablement: Designed and led training for sales managers on tech tools that enhanced agent performance and client value.
Strategic Partnerships: Forged and maintained key stakeholder relationships to drive market expansion and boost broker engagement.
Business Solutions: Delivered tailored marketing and operational strategies that elevated agent productivity and sales.
Agent Programs: Collaborated with regional leaders to launch acquisition initiatives that improved distribution and supported growth goals.
Network Growth: Led statewide agent expansion, adding $50M+ in premium and strengthening the distribution footprint.
Retention Strategies: Increased policies-in-force by 25% through targeted point-of-sale and retention efforts.
Agency Consulting: Advised agency owners on growth strategies, marketing initiatives, and workflows to improve close rates and retention.
Sales Training & Enablement: Designed and led training for sales managers on tech tools that enhanced agent performance and client value.