Over 2 Decades in Sales, Finance & Business Leadership
Held senior sales leadership roles and built successful businesses in both logistics and financial
services — including founding and operating financial planning firms with integrated mortgage
broking arms.
Certified Financial Planner (CFP)
Qualified and practiced as a CFP, giving me a deep understanding of regulated advice, client trust,
and the financial services sales cycle — which now fuels the strategic edge I bring to agents and
brokers using AI sales systems.
Founder – AI Sales Engine
Creator of a purpose-built AI sales system tailored for real estate agents and brokers designed to
plug revenue leaks, automate follow-up, and increase revenue with less manual effort.
Elite-Level Sales Coach
Trusted advisor and coach to high-performing sales teams, known for breaking down sales
psychology, scripting, and objection handling into replicable playbooks.
Strategy-Driven Operator
My approach goes beyond automation. I bring a partnership model, regular reviews, live metrics
insight, and strategic pivots based on market cycles — not just tech for tech’s sake.
AI engineering & Automation
CRM workflows, telephony, SMS, and email systems.
5+ Years of Innovation
Driving faster response times and client engagement.
Tech-to-Business bridge
Translating infrastracture into measurable outcomes.
System Evolution
Continuous improvements to keep clients ahead of the curve.
Boutique-First Approach
Tailoring AI to protect and enhance personal brand value.
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