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Financial Advisor

Efland, NC


Passionate, Proactive, Licensed Wealth Management professional.
Demonstrated ability to build strong relationships.
Sound business and marketing acumen to achieve profitability.
Forge strong internal and external relationships.
Positive attitude, fiercely competitive, and enthusiasm to learn.

Chairman's Recognition for Sales Excellence, Hilton Worldwide, 2010.
Top Producer in Consumed Group Revenues, 2010, Hilton Santa Fe Golf, Resort & Spa.
Top Revenue Producer in 2007 and 2008, Parc 55 Hotel.
Instrumental in enabling Embassy Suites, San Francisco, to consistently rank number one in Market share among 8 competition hotels.
Leadership role in enabling Biltmore Hotel & Suites achieve budget for the first time in 5 years.
90% success in hiring decisions.

Hilton Santa Fe Golf Resort & Spa
  • Developed and implemented testimonials to build credibility and increase closure rates, resulting in over $250,000 in revenues.
  • Created "Why Buffalo Thunder?" initiative to build competitive advantage, resulting in over $400,000 in revenues.

Parc 55 Hotel
  • Developed Top 10 Reasons, resulting in over $200,000 in revenues.

Biltmore Hotel & Suites
  • Created "September to Remember" promotional campaign, resulting in over 200% increase in bookings on the extranet.
  • Developed "Company of the Month" and "Guest of the Week" initiatives, resulting in increased guest loyalty.
  • Created a testimonial link resulting in increased credibility.

Embassy Suites
  • Created "A Dollar for Every Room Night" incentive program, resulting in $128,000 in increased revenue from top account (a 100% increase year-over-year.)

Work Experience

Financial Advisor

Wells Fargo Advisors, Chapel Hill, NC

May 2012May 2013

Engaged in identifying new clients with investable assets, and lending needs via proactive prospecting, networking, and community activities.

Director of Group Sales

Wells Fargo Advisors,

Feb 2012May 2012

February 2012 - May 2012: Engaged in identifying new clients with investable assets, and lending needs via proactive prospecting, networking, and community activities. 
Director of Group Sales (8 direct reports)

The Fairmont, Dallas, TX

Feb 2011Jun 2011

A historic, four-diamond, luxury hotel in downtown Dallas with 545 guest rooms and 73,000 square feet of meeting space. Longest-running four-diamond restaurant in Dallas. Managed by Fairmont.
  • Responsible for effectively leading the team to exceed budgeted group revenues.
  • Led team to achieve 120% of Q1 booking goal (140% of IYFY (in the year for the year), resulting in bonus payouts for all sales managers for surpassing booking and revenue goals. Team on pace to achieve 105% of group booking goal for the year.
  • Personally booked over $700,000 in room revenue in Q1. On pace to achieve 107% of YTD booking goal by end of Q2.

Assistant Director of Sales

Hilton Santa Fe Golf Resort & Spa, Santa Fe, NM

Feb 2009Jan 2011

An award-winning resort, largest in New Mexico, with 395 guest rooms and over 66,000 square feet of meeting space. Managed by Hilton Worldwide.
  • Responsible for management, coordination and execution of items related to marketing and sales operations of the resort; management and solicitation of a designated market; and hiring and training of new team members.
  • Took initiative to develop and execute an action plan during first 90 days of tenure.
  • Led team to achieve 103% Q1 2010 booking goal (300% of IYFY (in the year for the year), resulting in bonus payouts for all sales managers for the first time since resort opened in September 2008.
  • Led team to achieve 110% of RevPAR goal for first trimester of 2010.
  • Top producer in group sales for consumed total revenue for 2010.
  • Top producer in the team for revenue booked via solicitation, resulting in over $300,000 in revenue.
  • Booked $400,000 in revenue from Creative Site Inspections.
  • Took on additional market and generated over $300,000 in additional revenue.
  • Personally achieved 228% of Q1 2010 goals, 158% of first trimester 2010 goals and 117% of fourth trimester 2009 goals.

Director of National Accounts

Parc 55 Hotel, San Francisco, CA

Apr 2007Jul 2008

Largest independent full-service hotel in downtown San Francisco with 1,008 guest rooms and over 20,000 square feet of meeting space. Owned and managed by Highgate Holdings.
  • Responsible for generating group sales from the Bay Area market.
  • Consistent Top Revenue producer in 2007 & 2008.
  • Generated $1,800,000 in room revenue in 2007, and $800,000 total revenue in 2008.
  • Achieved 100% of room revenue goal in two consecutive quarters in 2007. Surpassed food and beverage goal in 2008.
  • Generated more than 50% of sales from new accounts.

Director of Sales & Marketing

Biltmore Hotel & Suites, Silicon Valley, CA

Apr 2006Feb 2007

Independent, full-service hotel with 263 guest suites and rooms and over 10,000 square feet of meeting space. Managed by Harrell Hospitality.
  • Responsible for exceeding budgeted revenues for the Hotel.
  • Led team to achieve budget in 2006 for the first time in 5 years. Total revenue grew by 40% YOY; RevPAR grew by 30% YOY, and RevPAR index grew by 15 points versus competition.
  • Grew extranet business by over 100% YOY.

Senior Sales Manager

Embassy Suites, San Francisco, CA

Jun 2002Apr 2006

312 suites and 12,000 square feet of meeting space. Managed by Hilton.
  • Performed role of interim Director of Sales & Marketing.
  • Responsible for guiding sales team to exceed revenue goals.
  • Consistently ranked No.1 in Hoteligence for market share among 8 other competition hotels.
  • Enabled hotel in 2004 and 2005 to be leader in Northern California region in revenue growth among all other Embassy Suites.
  • Led team to exceed 2005 budget by $500,000 and outpace competition in Star Report for first time in 5 years.
  • Grew local corporate market segment by over $300,000 a 46% increase YOY.
  • Generated $1,500,000 total sales in 2005.
  • Generated approximately 30% of sales from new accounts.


M.S. in Hotel Marketing

Oklahoma State University, Stillwater, OK


Additional Information

Professional Selling Skills 
Journey Ambassador 
Hiring Best Practices 
Conducting Performance Reviews 
Customer Focus Quality
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