 Oversee the operational development and team building for our newest investment fund, a first-to-market solution for the agriculture asset class; managing all aspects of the sales and operations team, including but not limited to process design, staffing plan, KPI development, technology requirements, vendor onboarding and hiring Restructured our single-family residential asset onboarding and management process and philosophy, redefining the roles of asset and project management, leading to more financially savvy and efficient production decisions Managed the onboarding of over 900 new properties across 11 states for our real estate securities fund and the final sale of 700 of those properties  Drove profit growth from sub $10K per property in 2019, to $20K by 2020, to over $30K through 2022 and 2023 Managed our single family residential rental division, comprised of over 140 properties, and onboarded multiple property management firms to maximize the value of that portfolio Led the management and due diligence of a 105-single family residential portfolio sale  Initiated the onboarding and implementation of 2 asset management platforms, one deal management platform, and one CRM

 Started a small business administering warranty programs for new residential construction on behalf of local general contractors Developed customized processes focused on delivering exceptional customer service and detailed, consistent communication to homeowners Serve as an advocate to builders and buyers as they navigate the first-year post-construction Our small business achieved profitability and 200% sales growth within 6 months of inception

 Developed processes, KPI’s and productivity guidelines for sales operations for our wireless accessory distribution program Onboarded and delivered this framework to 50 wireless dealers made up of nearly 2000 individual wireless retail doors nationwide Collaborated daily with marketing and operations to create program efficiencies and retail promotions aimed at growing market share and profitability Grew our small- and middle-market portfolio by over 240 clients, adding $8.5M in gross sales revenue in a 3-year period Independently managed portfolio achieved 17% growth in 2016 and 169% growth in 2015  Achieved 47% growth in 2015 in our supported sales portfolio

 Oversight of four out of five departments within our Insurance Cost Containment division, including 300+ staff members Budget development for and management of a $500M portfolio  Consistent, quality execution of goals, including 13 consecutive months of revenue budget attainment Oversight of product development, including but not limited to wholesale system replacements, day-to-day business process enhancements, new business generation methodology and analysis

 Led our R&D and Claims Recovery departments through transformative years, beginning with the restructure of and recruitment for talent in our Research operation and a wholesale overhaul of our data mining processes and measurements  During this time, the team generated over $100M in new business, including $8M in new revenue for a single client

 Oversight of our largest national cost containment clients, representing roughly 75% of divisional revenue, and executive-level relationships at three of the largest insurance carriers in the nation Accountable for ongoing revenue generation through organic business development, maintenance of business through the RFP process, and incremental growth through new business concepts and cost control Acquired our first 5-year contract, worth $1.5B in cost containment opportunities

 Responsible for largest national accounts  From 2000 through 2001, grew one national client to double-digit year-over-year growth through business process redesign, improved and increased client engagement, strategic marketing, training, and operational campaigns, resulting in millions of dollars in new sales East Coast Territory management progressing to full portfolio management with direct report accountability

 Provided corporate marketing support to various sales divisions, including but not limited to Requests for Proposals Writing, editing, and producing the company quarterly newsletter  Development, writing and editing of various division-specific monthly operational newsletters