High-performing business development and retirement sales professional
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High-performing business development and retirement sales professional with a proven track record of generating new revenue, building executive-level relationships, and delivering consultative solutions to business owners and organizational leaders. Generated more than $359,000 in revenue since January 2025 while consistently exceeding quota expectations.
Retirement Sales Professional at ASURE SOFTWARE (2025-10 – Present)
Achieved 155% quota attainment through June 2026, generating approximately $130,000 in revenue YTD and closing 62 retirement plans. Build relationships with business owners and decision makers through consultative selling and strategic prospecting.
Account Manager, Retirement Services at PAYCHEX (2022-09 – 2025-10)
Generated approximately $228,900 in annual revenue during 2025 while achieving 129% quota attainment and closing 109 retirement plans. Managed a multi-state territory and developed relationships with business owners, advisors, and referral partners.
Founder & Owner at HALVERSON TECH SOURCING (2022-02 – Present)
Founded and operate a B2B technology sourcing company, leading business development, client acquisition, strategic partnerships, and team management.
Bachelor of Business Management in Business Management – University of Wisconsin–Parkside
