Outreach Account Manager - Walker Miller Energy Services
(2025-01 - 2025-10)
Directing contractors and customers to energy efficiency savings using commercial and industrial measures combined with a technical basis and analysis.
- Analyze electric historical usage as a starting point for efficiency
- Determine building systems, their age, their functional proposition, maintenance records and past usage of saving measures
- Identify opportunities for savings through efficiency using the Commercial and Industrial Program
- Set up a reporting mechanism for accountability purposes to measure ongoing savings
- Recommend and present to facility managers and company ownership and leadership various ways to create savings from operational building systems from lighting, mechanical, process and infrastructure utilizing ROI modeling
Outreach Energy Advisor - DNV Global Energy
(2024-09 - 2024-12)
Contract position working on the outreach team to bring efficiency savings to commercial and industrial clients through system analysis.
- Discuss, convince and sell the energy efficiency program to facility managers and engineers
- Outline and present via online presentations about various measures that are part of the program
- Calculate energy savings to be sustained with the use of energy efficient measures
- Calculate available rebates based on measures to be installed
- Communicate and coordinate contractors to be used on the installations
- Account for daily, weekly and monthly activity using a variety of databases and salesforce CRM
Account Executive - United Wholesale Mortgage (UWM)
(2024-02 - 2024-09)
Responsible for a group of independent mortgage brokers located around the United States.
- Responsible for soliciting brokers for residential loans
- Coach and inform brokers of products and programs via phone, zoom and teams
- Attend continuing education classes at UWM on a weekly basis
- Adhere to quality metrics on a daily, weekly and monthly basis
- Utilize their tier ranking system for all brokers
- Maintain, input and manage broker contacts in Salesforce CRM
Energy Educator/Advisor - SEEL, LLC
(2021-11 - 2023-09)
Senior level internal and external team leader focused on energy efficiency, sustainability and renewables for B2B applications. Territory manager and subcontractor for Consumers Energy focused on cost saving using energy efficiency measurables.
- Understand key performance indicators (KPI) and reach the daily performance goal
- Performed energy audits with written reports to senior management and ownership
- Installed efficiency measures including high efficiency water aerators, state of the art building thermostats and insulation wraps and upgrades based on natural gas MCF's and electric KWH savings
- Consistently exceeded weekly production goal by an average of 25%
- Provided expertise using utility company and government rebates in fulfilling cost savings to commercial businesses
- Develop outreach goals for greater program participation
- Use of latest technology tools for development and tracking
- Provide an overall strategy with qualified customers to further their energy approach
V.P. Business Development/Project Management - Luna Power Energy Systems/Equality Air
(2015-07 - 2021-10)
Developed the strategic plan for business growth within an energy environment and team leader for energy efficiency/sustainability project installs.
- Business development leader focused on setting up quotas and sales goals
- Growing the company from $100K to $1,000,000
- Utilized the latest digital platform tools to analyze activity and results
- Performed financial analysis of both hard and soft businesses energy costs
- Developed a cost benefit analysis of energy saving equipment achieving 30% efficiency savings with an ROI of 36-40 months
- Managed installation teams related to efficiency and sustainability products on new projects
Principal/Partner - Metrocom Technologies/Executone - Warren, MI
(2006-02 - 2015-06)
Managed the dealerships overall operation with a focus on new projects. Telecommunications dealership selling and servicing hardware and software to customers and prospects in a six-county area throughout Southeastern Michigan.
- Handled the day-to-day relationships with customers by visiting them to review current products installed and discuss new technologies
- Managed office and field staff of 35 people
- Created new sales quotes
- Set goals and implemented sales strategies
Founder & President - Alternative Risk Consultants - Southfield, MI
(2003-03 - 2006-01)
Created this company as a start up with a unique entrepreneurial basis having to do with growing trends in risk management, focusing on Alternative Risk Financing arrangements for group captive insurance companies within the property & casualty industry.
- Responsible for strategic strategy and target markets in order to develop new sales
- Responsible for identifying qualified prospects
- Developed Powerpoint presentations and presented them to qualified prospects
Owner/Licensee - APPS Paramedical Services - Southfield, MI
(1999-02 - 2003-02)
Provided Para Medical Exams for life insurance applicants.
- Managed incoming calls from a group of 85 life insurance agencies throughout Southeastern Michigan
- Processed orders for life insurance applicants that needed medical exams for insurance company underwriting
- Managed a dozen nurses and medical professionals who performed exams
