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Vice President of Sales
As Vice President of Sales, Sharon oversees the retail sales floor of 30+ sales representatives as well as three staff members who focus on broker-dealer business development. Her responsibilities include managing staff and performance targets, all in-house sales training programs, and annual strategic plans specific to closing sales and the sales process. With over 27 years of sales and sales management experience, Sharon has worked in several capacities, including advertising and promotion, manufacturing and enterprise software. Sharon has managed staff and sales teams throughout her career and has been a top producer with every position held.
Vice President of Operations
As Vice President of Operations, Heather oversees several departments and is responsible for Emerald’s advisor marketing, client services, technical support, print production and Information Technology. Heather joined Emerald in 2003 as Product Manager. Prior to that, she spent six years as a Communications Specialist in the Air Force National Guard and 10 1/2 years at Successful Money Management Seminars, holding the titles of Marketing Director and Product Manager.
Vice President of Applications Development, San Diego
As Vice President of Applications Development, San Diego, Tom oversees a department of eight software developers and database administrators. His responsibilities include oversight of San Diego’s software development, project management, and leadership of the development staff. With over 24 years of programming and management information systems experience (13 of them at Emerald), Tom was the author of Emerald’s advisor website system and continues to work directly with corporate clients on system enhancements and custom development projects.
Vice President of Corporate Training
As Vice President of Corporate Training, Dave has presented and continues to present hundreds of training events and seminars to thousands of financial professionals throughout North America on the proven sales and marketing principles and results-oriented tools that Emerald Connect offers. His successful and rewarding career includes experience as a financial advisor as well as senior management positions in the financial services and technology industry. Dave’s experience, insights, and passion for marketing in the financial services industry are well recognized and highly regarded.
Vice President of Product Strategy & Implementation
As Vice President of Product Strategy & Implementation, Abay oversees the business and product strategy of Emerald Connect by working collaboratively with senior management as well as internal and external stakeholders. In addition, Abay oversees the project management office that oversees all internal and external projects. Abay’s background has been working with investment companies and private investors. He has built over 14 departments and helped start four companies in six different industries. Abay is a Doctoral Candidate in Organizational Development and holds an MBA in Project Management and Executive Management in addition to a Bachelor of Science in Marketing Management.
Vice President of Application Development