• Managed the firm’s day-to-day back office in areas of finance, customer service, human resources, compliance, training, sales, and client reporting processes and systems. • Directed all areas of marketing, advertising, and public relations as it pertained to promoting the firm’s financial and retirement planning services.• Developed new avenues for income generation and oversaw all income streams from inception to completion.

• Leadership role as Operations Manager of the company office overseeing all Real Estate sales activity and numerous philanthropic endeavors.• Effectively developed and implemented the company’s marketing and sales goals for Real Estate sales. • Designed and facilitated the firm’s ongoing communication avenues with all current and prospective clients, as well as the execution, and follow-up of all marketing and philanthropic events.

• Spearheaded the firm’s growth from a state registered $90,000,000 assets under management RIA firm to over a $150,000,000 SEC registered firm. • Effectively developed, implemented and managed the firm’s compliance program to ensure the company was in compliance with SEC rules and regulations which resulted in the firm successfully completing an SEC examination that spanned the course of a year. • Oversaw the design, implementation, reporting and oversight of the firm’s day-to-day back office financial, information, customer service, human resources, compliance, training, and client reporting processes and systems. • Leadership role in building, implementing and overseeing all of the firm’s systems, processes, workflows and procedures. • Ensured the firm was meeting its financial and service commitments to its clients and employees in a manner that was efficient, economical, motivating and compliant with all applicable rules and policies. • Key role in shaping and guiding the future growth and development of the organization, by creating operations strategy and policies, communicating strategy and policy to employees and fostering employee alignment with corporate goals. • Directed all areas of marketing, advertising, and public relations as it pertained to promoting the firm’s financial and retirement planning services. • Designed, implemented, and facilitated the firm’s ongoing communication avenues with all current and prospective clients, as well as the execution, and follow-up of all marketing and client relation events. • Developed and implemented transactional, periodic, and forensic testing programs to assess the adequacy of the firm’s policies and procedures and implemented corrective actions as identified by the testing programs.

• Sold over 100 homes since 2009 representing both Sellers and Buyers. • Understanding of the Real Estate market environment, communicates to agents and clients the differences between Short Sale, REO, Corporate Owned and traditional transactions. • Detailed knowledge and experience with short sale properties and package submission working alongside Short Sale Negotiators and Transaction Coordinators • Marketing management and campaigns for warm contacts as well as new leads

Researched and developed a client base predominantly through “cold” leads and no previous advertising history with the station, providing sustainable results for the client; designed one-of-a-kind non-traditional advertising campaigns to help reach the advertiser’s core need.

Managed and trained sales teams on how to successfully follow and implement sales and marketing strategies; increased product and service sales by strategically developing marketing campaigns designed to keep the clients’ name at the top of mind of potential customers.

Co-designed marketing and sales programs for companies and trained their management team and employees how to implement the ideas to increase their effectiveness in the marketplace; increased business sales and brand awareness doubling profits for the company every year.

Director of a non-profit organization that managed over 20 volunteers and employees, maintained day-to-day operations of the clinic and raised in excess of $300,000 in funding.