Craig Stroud Email & Phone Number

Murrieta, Ca, Us

Murrieta, Ca, Us

Temecula, California

Murrieta, Ca

Focusing in on-line brand expansion and company growth with ECBC, Craig extends his business and online experience in the travel industry. Furthering the company mission to provide technology functional travel solutions for the modern business traveler through vision, process and relationship development.

Irvine, California

-Led the Redesign of Traditional Full Service Marketing Agency into Hybrid Digital Agency - Adding digital services promoting higher, relationship based pricing and ongoing high profitability services. Included staffing, training, vendor selection, platform analysis and pricing, resulting in onboarding digital services creation focusing on increasing patient flow. Increased team by 1,200% while monthly online revenues from contracted clients increased over 2,100%.-Organizational Systematizations - Member of core management team, redesigned business model and refined business focus, marketing avenues, and financial management. Built organizational systemization including installing Google Apps Collaborative platform, Dropbox for Business virtual server, Wrike Project Management system.-Build, Manage and Perform campaign based marketing programs - Selected and used marketing automation, list management, push and content based marketing to drive qualified leads to Salesforce. Used Kantar media business intelligence suite to uncover and data mine largest healthcare marketers and niche use.-Marketing Automation Platform - Researched, selected, managed installation and implementation of an integrated marketing automation, CRM and Shopping cart solution creating a coordinated platform for lead management.-Financial Management & Reporting - Recommended and installed new CPA and financial review process resulting in transition to accrual based financials, first ever clear and believable financial results allowing for accurate management decisions in companies history. Led to creation of CFO and accounting department creation.

Redlands, Ca

-Coached 35 clients (solo practices to multi-advisor firms) on the development of customized business systems; based on client size, focus, and overall goal. Advise clients on solutions that increased efficiency, sales, and bottom-line results increasing value added focus and productivity for senior management. -Utilized a variety of analytical tools based on industry best practices, to measure business applications and internal procedures. Analyzed and transformed key areas of operation: marketing, human capital, operations, client services, and financial/ accounting. Improved client efficiencies by an estimated 40%. -Managed clients through a brand re-engineering process which injected focus, enthusiasm and renewed energy/drive into the client's customer service, CRM, and sales/marketing efforts - added millions in on-going sales growth (expanding sales pipeline). -Developed presentations for multiple two-day retreats - outlining course curricula, monthly group calls, and coaching point scripts. Cut production time associated with presentation creation by 50% through standardizing the process.-Created a DISC personality based "quick" profiling system that allowed user to quickly analyze a client's behavioral style, subsequently improving the advisor's sales and communication process. Designed business solutions for complex business needs, standardized the coaching process and increasing client engagement.-Instituted a client retention program that leveraged the Fish! Philosophy - used internally and externally. Developed high-value client relationships by using a personable and hands-on coaching style. Maintained 86% 1st year program client retention rate over initial program rollout, building raving fans.

-Managed budgeting and accounting for $10MM annual budget supporting three of the largest Integrated Product Teams manning the Army/Boeing/SAIC Future Combat Systems LSI program.-Expedited on-boarding process through proactive staffing analysis/modeling, communication and follow-up of subcontract staffing; increased revenue to firm by est. $100,000 per year.-Monitored and modeled financial analysis for the program managers to ensure aggressive staffing and the proper allocation of project cost items; saved over 30 positions and $9M in revenue by using detailed staff forecasting models that justified positions and minimized redeployments.-Managed forecasts that incorporated Actual and Budgeted Cost of Work Performed. Used Open Data Base Connectivity (ODBC) excel linked pivot table models that assisted line managers in making targeted staffing decisions through "what-if" scenario modeling.

Huntington Beach, Ca

-Created a staff realignment plan at a premier California HOA management firm, which involved the consolidation of three service divisions. The following represents an overview of some of the bottom-line profits and cost savings that resulted from consulting efforts:-Researched and identified inefficiencies amongst the staff and realigned job roles increasing staff accountability and cost center responsibility by 100%.-Increased service center staff response times by an estimated 25%.-Interviewed new employees and consulted on staffing and staff management tasks, including policy and procedure compliance, team coaching, cross-training, and realignment of staff to accommodate the management firm's changing business landscape.

Irvine, Ca

Managed day-to-day operations, Responsible for hiring/firing, Business modeling, technology plan development, liaison with strategy advisors.- Member of leadership team-redesigned entire organization focusing on very high net worth individuals within the estate planning and insurance industry.-Product Mix Analysis - Performed in-depth product mix analysis resulting in firm sale of $15MM client AUM, removing 80% of client service workload due to a higher profit margin client/product focus. -Managed daily trading, operations, accounting (incorporating GAAP processes), administration/human resources and SEC, NASD and State Compliance. -Firm NASD registered compliance officer.

Cedar Falls, Ia

-Took over the management, administration, and daily operations oversight of a $145MM asset management firm (American Financial Management), resulting in owner delegation of duties, allowing for a desired work/life balance change. -Managed daily trading, operations, accounting (incorporating GAAP processes), administration/human resources and SEC, NASD and State Compliance.

Seal Beach, Ca

-Sales & Marketing Planning - Executed a corporate re-branding, new business development, service and product lines, and portfolio management logistics. Grew from $600,000 to $3.2MM in annual gross revenues in four years; managed assets increased from $30MM and 200 accounts to $180MM and 850 accounts.-Managed daily trading, operations, accounting (incorporating GAAP processes), administration/human resources and SEC, NASD and State Compliance. -Firm NASD registered compliance officer.

San Jose, Ca

-Responsible for analyzing and auditing accounting, inventory data and controls through various client industry segments including defense contractors, software development, computer hardware manufacturers and tire distribution companies.-Part of computer audit team.

Utrecht Area, Netherlands

-Electronic technician. Integrated Avionics Electronic Warfare Systems Component Specialist on the Tactical Electronic Warfare System test station.-Tested for NCO.