Motivator, manager and builder of both the Sales Support and Order Engagement teams. Support approximately 75 Territory Sales Managers and 3500 Member-Owners. Lead the effort to transform the Sales team’s use of data analytics to make business decisions. Created and maintained a Targit InMemory cube to provide the Sales team visibility into their progress of achieving their sales goals.

Work with business leaders and product teams to:• Elicit, Analyze, and document business needs• Advise and make recommendations on options• Ensure projects have clear titles, objectives, value, functional needs• Facilitate refinement of backlog items, user stories, and functional needs• Support Backlog management activities• Identify, validate and communicate acceptance criteria• Ensure solutions satisfy business needs through effective Test Plans• Coordinate User Acceptance Testing in support of the Test Plan

Responsible for eliciting and documenting the functional requirements required for the development of software packages using Scrum methodologies. Translated, simplified, and communicated requirements to the software team. Minimized setbacks through extensive testing throughout the development process. Documented and communicated changes to the end users.

Create and implement financial plans for new and existing clients, Investment Management, Business Development. Handle all operational issues for the firm including but not limited to marketing, human resources, processes and procedures, etc.

Provide comprehensive and holistic financial planning solutions to individuals and businesses.

Design and test Annuity Illustration software, assisted in creating departmental budgets and complex cost benefit analyses for strategic plans

Manage work flows for four distinct departments in order to guarantee the work is completed in a timely manner. Direct a team of approximately 18 employees and handle problems and concerns of the team. Handle confidential information on a daily basis and work in a very fast paced environment. Have gained extensive knowledge of markets and regulations. Create custom reports and databases using Microsoft Excel, Access, and Visual Basic for Applications

Constantly strived to ensure 100% guest satisfaction. Intervened when necessary to solve customer complaints. Responsible for all food and liquor ordering and inventory. Maintained food and liquor costs within the company standard. Maintained proper staffing levels through proactive and reactive hiring. Ensured proper scheduling for servers, bartenders, hosts, and bussers. Approximately 50 employees reported directly to me.

Maintained a corporate LAN that consisted of approximately 35 Windows based PCs and 3 Windows NT based servers. Responsible for all upgrades. Performed all business related activities including budgeting, licensing conformance, and day to day system maintenance.

Maintained a Corporate LAN that consisted of approximately 250 Windows based PCs, 4 NT servers and 3 Novell servers. Responsible for any hardware related repairs or upgrades. Maintained connectivity between two remote locations.