Exit Planning Institute

Business Development Manager

Member Experience Team Lead

Membership Experience Representative at Exit Planning Institute

Recreational and Educational Tours

•	Prepared proposals for schools and adult groups interested in tours
•	Manage over 50 existing relationships as well as building rapport with new potential clients
•	Manage relationships with over 100 vendors
•	Create customized itineraries to suit the needs of individual groups
•	Used knowledge of Microsoft applications including word, excel and access to complete projects efficiently and on time.

Account Manager

Crepes In the City

•	Open and closed the restaurant and made sure everything was prepared for the next day.
•	Assisted customers in order selection by recommending popular crepes and waffles
•	Trained new employees
•	Served customers and regularly checked on tables to see if they had any more requests
•	Answered the phone and assisted customers with whatever requests they had

Head Server

Province Apartments

•	Helped students and their parents with the move-in process
•	Handled and solved any problems students had with their apartments 
•	Made sure parents had all their questions and concerns answered thoroughly

Student Apartment Guide

Integrations Treatment Center

•	Proofread and posted employee’s articles for company website
•	Watched and helped teach Autistic children in a classroom setting

Aid to special needs children

Business Development Manager for The Exit Planning Institute (EPI).
At EPI, I'm involved in managing business development opportunities through online and offline methods of engagement. I work with top advisors (CPAs, Wealth Managers, Strategic Consultants, Attorneys, Exit Planners, M&A Advisors, Insurance Professionals, etc.) that are interested in using exit planning for market differentiation and thought leadership. I am highly focused on enhancing the Certified Exit Planning Advisor (CEPA) brand and reach. 
 
Outside of work, you can find me at the gym pumping iron, playing basketball in some men’s leagues with my buddies, or traveling around the world to experience new places. I am a huge Ohio State Football fan and was even able to attend the 2016 Ohio State vs Michigan game!

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