As an executive coach, I guide dental practices through the intricate details of practice ownership, team leadership, business management, and entrepreneurial success. I assist you, “my client”, to act like a CEO and make educated, sophisticated business decisions including mergers and acquisitions, partnership management and succession planning, adding multiple locations, real estate purchases, bringing in specialists to create a multi-specialty practice, remodeling your current facility to create your dream practice and so much more.From startup to transition, whether you're in a rural market or a major metropolitan area, if you're insurance driven or fee for service, I will coach, lead, and provide your dental organization with the resources you and your team need to succeed.

Educator teaching future Business Leaders in the following curriculums:- Sport and Event Marketing- Entrepreneurship- Business Essentials Served as Assistant JV and Varsity Men’s ‘22-‘23 Basketball Coach- ‘22-‘23 season Asst. Coach finish with 14-12 varsity record.- ‘22-‘23 Varsity Team played into the 3rd round of NCHSAA West Region State Playoffs.- Upset #3 seed in 2nd round of ‘23 NCHSAA West Region State Playoffs as a #19 seed team.- Finished ‘22-‘23 season ranked #15 in NCHSAA West Region.

Served as client facing key certified implementation consultant for Sage (X3) Enterprise Management SaaS cloud-based accounting, financial, people and payroll software projects in order for clients to run their businesses more efficiently and effectively.• Own the GAAP/IFRS accounting SaaS system project implementation phase from Launch to Go-Live including Ledger structure, AP/AR invoice and receipt posting, Revenue recognition, Month-end processing, Fixed Assets, VAT and Financial reporting.• Manage project profitability and costs to ensure the desired level of margin is achieved.• Conduct scoping interviews with client core functional leads to identify and analyze business processes and make recommendations as the SME.• Closely work and coordinate with the Cloud technical teams to deliver system and reporting solutions as per the SOW functional designs and customizations.• Prepare and deliver training material with key users.• Document business processes and configurations used during UAT.

Directed financial oversight of MassMutual General Agencies across assigned regional territory with emphasis on Life Insurance and Fee-Based revenue sales.• Worked with general agent leadership to convert from a corporate subsidized platform agency to a full self-sustaining entrepreneurial franchised agency.• Validated and presented to executive leadership consolidated agency monthly P&L results including the monitoring of cash flow needs, reviewing revenue trends, and managing agency Net Expense Ratio of 18% or less.• Controlled agency multi-year P&L business plans including recruiting and projecting individual agent production, overall agency insurance, annuity and fee-based revenue projections, and ROI planning related to staffing, real estate, and controllable expense decisions.• Worked with agency staff to prepare and review data within the SAGE system.• Reviewed and disseminated monthly incentive and annual bonus recognition amounts.• Modeled compensation revenue based on past and future sales trends.• Ensure agencies are compliant within the established Financial Management Policy Guidelines.

Prior to merger with MassMutual, directed financial oversight of MetLife Agencies across assigned territory.• Streamlined monthly P&L financial reporting trend analysis package to one-page documents of key reporting criteria.• Engineered KPI reports around Solution Based Selling, Organic Growth, Attracting Talent, and Profitability. • Recruited, managed and developed 4 financial analysts to move on to other financial support roles.

Capital Advisors Group provides a full range of corporate cash investment and research services to our clients based on business objectives, liquidity needs and risk appetite.• Served as Sales Director for North and South Carolina and served as Senior Sales Associate supporting National Sales Directors.• Made daily outbound “cold calls” to introduce the firm and its various investment management service to institutional prospects.• Worked with CFOs, Treasurers, and Treasury staff to tailor and position the firm's investment management services that would best align with the spirit and intent of the prospect/client’s cash management and balance sheet objectives.• Facilitated meetings and conference calls with portfolio managers regarding the fixed income industry and the spectrum of products and services provided by the firm.• Maintained contact with existing clients in an effort to increase the level of assets and to make sure all accounting requirements were being met.• Developed and managed a sales opportunity pipeline system in the firm's SalesLogix CRM database.• Performed ad hoc queries in SalesLogix CRM database to support territory outreach initiatives.• Teamed with Marketing to create product fact sheets, outreach material, and strategic planning initiatives.• Attended National and Regional conferences to promote the firm and its investment management services.

Evergreen Institutional Division• Provided detailed MTD/YTD Gross Sales reports to the President and Senior Sales Directors of Evergreen Institutional Division.• Prepared reporting packages for monthly Operating Committee meetings and annual Institutional Sales Conference.• Analyzed monthly Sales Directors and Sales Associates funded and pipeline book of business for monthly and quarterly forecasting trend reports.• Calculated monthly Revenue Share (RS) amounts, ($0.6mm/monthly), prepared wire documentation and worked with Accounts Payable to manage the timely execution of wire payments and general ledger postings.• Engaged with WSI Brokers and Portal Dealers as to the accuracy of monthly RS calculations and provided ad hoc data as needed.• Provided monthly/quarterly reports to TSO and GBG based on internal referral agreements.• Prepared MTD/YTD expense analysis for all groups within Evergreen Institutional Sales Division.• Performed quarterly audit of all Institutional funded business to ensure asset and fee accuracy.

Performed various roles and conducted various responsibilites within the following groups:- Senior Financial Analyst - Columbia Management Group / Wealth and Investment Management.- Senior Financial Analyst - Alternative Investment Group / Wealth and Investment Management.- Intermediate Financial Analyst - Consumer Real Estate Mortgage Division.- Intermediate Financial Analyst - Cost Allocation / Management Accounting.- San Francisco, CA Finance Transition Project Team Lead.- Financial Analyst - Funds Transfer Pricing - Rate Desk Supervisor.- Supervisor - Dealer Financial Services - Commercial Bank.