With 15 years experience working as an executive managing business operations, product and service marketing and client acquisitions for fortune 100 companies, I started using and developing AI Automated systems for businesses and mentoring others. AI automation is an essential building block for every business operation. Today I am bringing forward no code AI automations to the masses as simple solutions, in effort to improve productivity and workflows resulting in significant results.

Remote customer service center focused on financial budgeting and bill management consultation for small businesses and private accounts. Not a publicly traded company.* Perform quarterly department audits to evaluate company financial performance, hiring and training performance, customer service satisfaction, reporting, and administrative management.* Conduct training for team members to service remote customers using QuickBooks, Turbo Tax products and affiliates, and other financial operating systems.* Ensuring the company achieves all Volume, Sales, Controllable Profit, and Budget goals based on superseding last year's performance and projected growth by leading team meetings and setting new team goals.* Monthly staff reporting and performance audits to better strengthen the team's existing skills and assign training when necessary based on audit results.* Conduct payroll bi-weekly by pulling performance and hourly reports to calculate team members' pay to account for any bonuses or overtime acquired by teams.* Create a monthly financial and labor force forecast to determine resources, staffing needs, expenses, and productivity.• Ensure business and client project timelines are met and completed successfully by monitoring and allocating responsibilities when needed to best suit the team and the timeline of the project.• Train leadership teams on new strategies to further train their team members to deliver white glove customer service with every customer interaction, ensuring a positive customer experience and recurring business.• Monitor and direct marketing activities to achieve pre-established hiring and lead-generating objectives including monthly marketing calendars, media advertising, and specialized sales.• Direct management and leadership of company operational, sales performance, customer service experience, vendor and small business needs, Team members hiring, training, scheduling, performance role audits, and exciting.

Due to Covid19 I have focused my skills on other business opportunities.• During consultations I would conduct a comprehensive analysis of small business clients' operating budgets or private client budgets and goals to provide them with a pathway based on the bank's current products.• A focus on managing a portfolio of small business clients by providing exceptional client care with industry-leading products, services, and education.• As a Florida Public Notary, I conducted several notarizations for all levels of documentation for clients.• Ensured our team's customer service performance, product goals, quality driven targets were being met based on Bank of America's expectations by leading weekly team meetings and setting new team goals based on reported performance results.• Scheduled my client meetings, consultations, and business meetings by allocating my work day based on analyzing my set goals for the day and tasks using Microsoft Teams and Outlook alongside our financial management systems.• Conducted opening and closing procedures daily by securing and closing the bank safely complying with safety rules and regulations in conjunction with (SOP) Standard Operating Procedures.• Assisted clients in different stages of their lives by best displaying passion, commitment, and drive to deliver an experience that improves the clients’ financial lives.• During client and business meetings, maximizing each interaction I would capitalize and advise upon investment and/or business or home loan opportunities based on the client's needs.• Building relationships as a trusted business partner alongside bank loan officers and Investments advisors and recognizing them as valued resources for my clients and bank customers.• Performed financial and performance reports for the district manager to ensure compliance with set performance goals based on last year's trends and forecast performance goals.

* During my leadership experience in the Coconut Grove location I was able to double the branch's year-to-date profit by conducting a comprehensive monthly analysis of my center's operating costs, staff hours, and center product and vendor expenses, improving upon budgets set forth by corporate for my central location.* Developed business and marketing opportunities by acquiring and maintaining several new business accounts, and vendors and analyzing the market and sales performance to create new avenues of profits for the center.* Nominated as the District Training Manager by the District Manager.* As part of the Leadership team I was honored to have trained and promoted several members within the district.* Nominated the Ambassador of FedEx Cares D-56: Autism Speaks 2015, Autism Speaks & Fighting Hunger2016.* Was assigned as a District Auditor as part of the District Leadership team to perform quarterly center audits throughout the district to evaluate the center's financial performance, customer service performance, reporting, and administrative management based on Standard Operating Procedures.• Ensuring my center achieves all Volume, Sales, Controllable Profit, and Budget goals set forth by the corporate for my location based on last year's performance and projected growth by leading team meetings and setting new team goals based on reported performance results.• Measuring and improving upon the results reported for my center's customer service experience, operational budgets, inventory requests and expenses, and labor scheduling and reporting requirements.continued.....

• Ensuring that the center meets or exceeds growth products revenue behaviors based on last year's performance and expected market growth analysis and trends by making targeted products and services prominent in my center location and sourcing leads.• Lead by example by delivering white glove customer service with every transaction and customer interaction, ensuring a positive customer experience and recurring business.• Ensure the maintenance of fiscal reporting procedures within the center, including accounts receivable, inventory reports, daily sales recaps, and daily bank deposits in full compliance with established company policies and(SOP) Standard Operating Procedures.•Training and evaluating the efficiency and productivity of team members by establishing performance standards and objectives.• Allocated duties and responsibilities to Assistant Manager, Lead CSR, and Customer Service Representatives that best suited their proven strengths and training to best meet the client and center needs and goals.• Monthly staff reporting and performance audits to better strengthen the team's existing skills and assign training when necessary based on audit results.• Created weekly staff schedules based on center operating hours, operating budget, client and customer needs, and forecasted trends.• Ensured business and client project timelines were met and completed successfully by monitoring and allocating responsibilities when needed to best suit the team and the timeline of a project.• Ensured recurring business by following up with prospects, leads, and working with my Business partners and sales Team.• Seeking out new hires, guiding new hires through the hiring process, and monitoring new hire orientation procedures and progress.• Controlling and improving store metrics using Quality Driven management.continued.....

• Inventory and adequate stock of all required supplies and inventory for the business location to best accommodate current needs and forecasted stock and inventory needs within the center location budget.• Ensuring all machines are operational, adequately maintained, and serviced to comply with (SOP) Standard Operating Procedures and to continue providing reliable resources for my staff and customers.• Monitor and direct marketing activities within the center to achieve pre-established sales objectives including monthly marketing calendars, media advertising, specialized sales, in-store signage, etc.• Ensured our district performance was meeting corporate set standards, customer service quality goals, and team member performance by leading leadership meetings and setting new team goals based on reported performance results while working closely with the entire leadership district team.• Responsible for opening and closing procedures involving the securing of the center currency safe and accounting of all financial administrative documents, counting all the physical currency in the location based on end-of-day reported results.• Direct management and leadership of location operational, sales performance, customer service experience, vendor and small business needs, Team members hiring, training, scheduling, performance role audits and exiting.

*Forecasted business volume to determine resources, staffing needs, expenses, and productivity for each scheduled event.* Scheduled staff and hired new team members as needed for events.* Prepared sales and customer service reports for management and catering teams.* Quoted, invoiced, and billed departments for their scheduled events.* Controlled labor costs, food costs, and other expenses based on the overall budget of each event and departmentbudget.* Ensuring that the center meets or exceeds growth products revenuebehaviors by developing new business opportunities and facilitating return business to achieve revenue goals.• Hired, trained, and supervised 3 full-time and 3-20 part-time temporary team members at a time for any given event.• Supervised sitting arrangements, food arrangements, decorations, and prop setup and clean-up activities to ensure successful and profitable catering events.• Developed marketing plans and different avenues to further promote department services for university departments or external events.• Created catering menu plans for events based on a theme, and event budget and in coordination with the Head Chef to to ensure a successful catered event.• Adhere to established safety and sanitation standards.• Supervised and Coordinated catering programs for all departments in the university.• Trained and supervised staff members, booked events, and worked with the head chef and clients on menu preparation for both small and large groups.

*Company management*Capital rising* Strategic oversight* Product development* Leadership and team building* Market insights* Sales development* Public relations* Client outreach* Research and Development* Budget management* NegotiationsCOMPUTER SKILLSOTP, PPA,FPOS,EX Fiery, Word Perfect, Outlook, OneNote, Microsoft office

Honorably Discharged. Served as a PFC