How I can help you

I can help you to structure the financial foundation of your business.

I'm currently a Private Practice Financial Representative for Northwestern Mutual and am responsible for financial protection and planning for individuals, their families and professional businesses throughout the country. I am focused on private businesses, IT, banking technology, and software entities. I have significant experience with business planning, budgeting, benefits, incentive programs, sales training and marketing.

As an NCR Corporation sales executive to the financial services industry, I developed extensive client account management experience developing sales plans, and return-on-investment (ROI) and total-cost-of-ownership (TCO) measures to deliver the cost efficiencies to meet business objectives.

If you’d like to discuss how I can help you, please contact me.

Areas of Expertise
  • Business Finance & Accounting
  • Business Strategy & Planning
  • Manufacturing & Product Development
  • Business Operations
  • Technology & IT Services
  • Sales, Marketing & Public Relations

Industry Experience
  • Media and Communications
  • Banking, Financial Services and Insurance
  • Marketing, Advertising and Creative Services
  • Technology and Web-Based Services

Education

B.A., Psychology, Elon University 

 

A.D., Clinical Psychology, University of North Carolina

 

College Lacrosse, Club Rugby, Club Soccer

 


financial services, ROI, TCO, insurance, cape fear

Communication Methods

  • In Person
  • Phone