Financial Advisor at Northwestern Mutual (2025-Present)
- Provided holistic financial planning by delivering investment, insurance, and risk management strategies aligned to clients' goals and best interests
- Built strong, trust-based relationships with a diverse client base, generating referrals and long-term business through high-touch service
- Partnered with internal specialists (legal, tax, and investment teams) to develop comprehensive, client-centric financial solutions
- Maintained high standards of responsiveness and service, ensuring consistent client engagement and satisfaction
Account Executive at Paylocity (2023 – 2024)
- Owned full-cycle sales in the San Diego territory, delivering customized HR/payroll solutions by aligning client needs with business outcomes
- Built and leveraged partner networks (benefits brokers, HR consultants, financial advisors) to co-sell, expand pipeline, and drive qualified opportunities
- Utilized tools such as Salesforce, ZoomInfo, Outreach, Reachdesk, and Market to execute data-driven prospecting and improve outreach effectiveness
- Collaborated with sales peers to refine messaging, share best practices, and enhance overall sales strategy and performance
Account Executive at Paycor (2022 – 2023)
- Owned full-cycle sales in the San Diego territory, delivering customized HR/payroll solutions by aligning client needs with business outcomes
- Built and leveraged partner networks (benefits brokers, HR consultants, financial advisors) to co-sell, expand pipeline, and drive qualified opportunities
- Utilized tools such as Salesforce, ZoomInfo, Outreach, Reachdesk, and Market to execute data-driven prospecting and improve outreach effectiveness
- Collaborated with sales peers to refine messaging, share best practices, and enhance overall sales strategy and performance
Sales Development Representative at Kitman Labs (2020 – 2022)
- Generated and qualifies pipeline by targeting professional and collegiate sports organizations, leveraging data-driven storytelling to position performance analytics solutions
- Adapted outreach strategies across international (European) and U.S. markets, navigating cultural and language differences to successfully engage diverse stakeholders
- Contributed to a startup sales environment by developing prospective approaches, creating engaging content, and helping shape early go-to-market strategies
- Progressed into full-cycle sales responsibilities while collaborating with leadership to refine campaign tactics, messaging, and overall sales execution
