Fractional COO / CFO

Co-founder of Amplify Networking.

> Planned, organized, and hosted financial education dinner events in Orange County and the Bay Area> Implemented call tracking and analytics reporting for radio campaigns in California and Arizona > Educated prospective clients on alternative investment portfolio strategies: non-market risk mitigation, short to long-term estate & tax planning, and tax-reduction portfolio strategies

Designed & implemented HubSpot CRM & Inbound Marketing strategy to increase agent contracting and retention, shorten new agent on-boarding, and increase agent sales volumeRecruited financial advisors to the AAI alternative investment platform> Cold-called financial advisors, re-engaged warm prospects in CRM and external lists> Created unique call scripts for each lead stageNew Agent Training / Existing Client & Agent Support> Developed new agent reference guide to assist agents with product knowledge > Reduced new agent on-boarding times with personalized product training calls> Created email marketing campaigns to educate agents on oil & gas product tax benefits and promote webinar training seminars

Sales & Marketing: Increased annual revenue by 58% in 2014 and 79% in 2015> Designed & executed local search marketing strategies that leveraged virtual locations and unique assets> Implemented KPI reporting on sales conversion tracking and web analytics Financial: Responsible for entire accounting cycle, including analysis & reporting to partnersHuman Resources: Managed seven direct reports> Payroll Admin (manual payroll and tax withholding, EDD & DOL reporting) > Recruited, hired, trained, coached, and terminatedCall Center: Sourced and configured VoIP call center system> Developed call center agent call scripts, SOP and training programConference speaker on topics from local geo marketing to call center operations