As a Freelance consultant, I've had the privilege of wearing multiple hats while collaborating with various companies, enabling them to achieve remarkable growth and success. Here are some highlights of my experiences:Wine Company: I played a pivotal role in helping a wine company expand its reach and market presence by establishing strong relationships with distributors. Through strategic networking and industry insights, we successfully secured placement in restaurants associated with a renowned Iron Chef. This exposure significantly bolstered the brand's reputation and nationwide sales.Vape Company: Working with a vape company, I implemented repeatable sales processes that proved to be instrumental in propelling their sales to $1M in Q1 2022. Additionally, I spearheaded innovative marketing initiatives aimed at enhancing brand awareness and capturing a larger market share. The combined efforts resulted in a substantial increase in revenue and customer base.Digital Marketing: Collaborating with a digital marketing firm, I identified an opportunity within the Spanish-speaking roofing community. Leveraging this insight, we tailored sales processes to effectively target the Latino market, leading to significant business growth and enhanced client acquisition. My expertise also contributed to success in fine-tuning pricing tiers for their monthly subscription model. By carefully analyzing feedback and conducting split tests, we achieved a pricing structure that increased monthly sales to 400% of goal.Throughout my freelance journey, I have derived great satisfaction from applying my diverse skill set to tackle unique challenges and drive positive outcomes for my clients. My adaptability, strategic thinking, and passion for helping businesses succeed have been the cornerstones of my approach.I am always open to exploring new opportunities where I can contribute my expertise in developing sales strategies, optimizing processes, and driving market growth.

After running my own financial planning firm, Fulgent Wealth Management, and successfully managing $6 million in Assets under Management, I came to a profound realization about my professional journey. While the experience was valuable and rewarding, I found myself reflecting on my true passion and sense of fulfillment.Before venturing into having my own financial planning firm, I had a rich background in managing people and projects. These experiences nurtured my love for leadership and the gratification that comes from developing others to reach their full potential. I realized that what truly makes me happy and fulfilled is the ability to contribute positively to the growth and success of individuals and teams.In the pursuit of personal happiness and a deeper sense of purpose, I made the decision to step away from my financial planning firm. I wanted to redirect my focus back to a career that allows me to lead, mentor, and make a significant impact on the lives of others.I firmly believe that embracing our authentic selves leads to greater success and fulfillment, and I'm excited to take the next steps in my journey.

Charged with maintaining and growing existing client base. Exceeded financial sales quotas and consistently remained within top percentile for revenue generation and client satisfaction. Entrusted with additional responsibilities such as developing and executing business projects for revenue growth and employee satisfaction programs, and optimizing processes through Six Sigma methodologies. - Developed an improved and repeatable process for existing client profiling to better understand their needs resulting in an average of $250k in revenue per year, which is 100% over company quota of $125k per year per employee. - Designed and implemented training plan for new financial advisors that cut core training time from four weeks to two weeks while also reducing final onboarding time from three months to one month, where new advisors were able to meet senior advisor quotas instead of training quotas. - Attended seminars and keynote engagements, synthesized findings and conducted training program on a variety of topics such as self- improvement (unconscious bias), professional improvement (public speaking), sales/business improvement to groups ranging from 1050 participants.

Responsible for maintaining and deepening relationships with high net worth households through financial planning, investment advice and guidance using a holistic approach that considered all details of a client's unique financial plan. Consistently top performer for client satisfaction.