Financial Coaching for underserved clients with challenged credit, provide creative solutions for complex problems, identifying tax shelters, teaching financial literacy & alternative credit building solutions for consumers and small businesses owners. "Because sometimes, 24 hours isn't enough."

YVIoMT, a leading Internet of Medical Things (IoMT) Incubator & Accelerator, focused on transforming medical care with Artificial Intelligence, Analytics and Data Management

Pre-Seed and Seed AI-Healthcare focus fund and supporting YVIoMT portfolio companies

• Fabricated a customized program to enhance client retention which recruited over 800 new customers, identify solutions to minimize charge off accounts and respectively designed strategic financial solutions for each customer in a financial imposition.• Detect and prevent fraud, comply with all federal and state laws and regulations while partnering with the compliance department to eliminate procedural errors and margin breaks.• Override transactions for employees with a lower security clearance, trained and motivated new hires, lead and educated tenured team members on relationship building techniques, sales strategies, and crisis management solutions.• Instruct, organize, and planned monthly Financial Literacy classes in partnership with local non-profit organizations. This resulted in enhancing the financial health and education of the local communities the classes served as well as company branding.• Achieved recognition as the leader in business development in the state of Kansas consecutively over the course of two years, and consistently recognized as one of the three leaders in new business development across all regions.

• Responsible for all aspects of program management including acquiring distressed receivables, administrative and fiscal goals. Coached, and mentored call center staff to ensure rules and regulations were followed and implemented.• Responsible for recruiting, onboarding, training and supervising 50 - 100 staff members. Overseen the Human Resources department with disciplinary measures, terminations, and resolved employment-related disputes through proactive communication, and interceded with escalated debtor phone calls when short staffed.• Implemented innovative programs to motivate and increase overall employee morale, and reducing turnover by 30%. Provided oversight of all aspects of staff performance - performance evaluations, progressive discipline, mediation of staff disputes and grievance procedures in accordance with state and federal laws.• Acquired new robust pipelines of clientele while fulfilling the role as a liaison between the internal executive team, existing clientele, and prospective clients.

• Collected and analyzed data on individual clients using records, tests, interviews, and professional resources. Revised treatment plans while consulting with relevant medical industry professionals based on client needs and level of patient progress.• Administered the payroll, tax preparation, P&L reports, filed insurance claims, medical billing, debt collection, accounts payable, accounts receivables, acquired ten new insurance contract. Created a 123-page company policy manual, and completed all requirements necessary for credentialing purposes.• Responsible for the recruitment, supervision, and performance evaluation of medical and administrative staff.• Provided training to enhance workplace performance at all levels of staffing.• Independent consultant to small and medium-sized businesses, firms, and non-profit agencies on staff grievance procedures, team building and the setting and achieving of organizational goals.

· Generated new robust pipelines of clientele by use of networking, hosting a weekly television show on KCTU5, as well as participating in various social groups and industry related organizations within the city and surrounding areas.· Originated, reviewed, processed, closed, and administered customer loan proposals to over 100 prospective lenders.· In an effort to increase customer retention and repeat business, I built relationships with my clients by coaching, mentoring, and devising financial plans whether the loan application was approved or denied.