AI Business Productivity

Coordinate with Transition Management Team at both Leap and JobProgress to position combined Company for optimal future outcomes in all areas. Assist Product Management team absorb offshore development resources and objectives. Assist offshore marketing handover and continuity efforts. Continue high growth efforts in sales and marketing indirectly.

JOBPROGRESS- Residential Contractor CRM (Customer Relationship Manager) based on traditional kanban style customizable workflow for home re-modelers, residential contractors, tradesmen & subcontractors in the home improvement and related trade industries. JOBPROGRESS offers a customer success framework and growth engine to residential & commercial contractors in USA, Canada & UK serving over 20 trade types!Our Mission is to empower owners to take control by letting them plug into a disciplined customer success framework & collaborate with their team to build a sustainable, profit driven businesses that thrive within their communities. Our solution lets you easily manage leads, jobs, sales, quoting, appointments and gives a complete view of everything customer related for better decision-making. When you’re on the road, our mobile app provides you with mobile access from a tablet or smartphone. The release of our estimating, templates, sales and instant contract tools further elevates JOBPROGRESS over ANY other option in the market place. JOBPROGRESS is an ALL-IN-ONE solution offering rich communication, workflow and productivity tools to each member of your team.JOBPROGRESS is perfectly suited to meet the needs of all home remodelers including GCs, Handymen, HVAC, Plumbers, Roofers, Masons, Landscapers, Electricians, Siders, Painters, Paving, Pool Businesses & more.There’s no software to buy or upgrade, no hardware to add, and we provide success coaching, training, and business advice to make sure you exceed your goals. It is so easy to use!JOBPROGRESS will increase you profit, simplify, automate, and grow your customer base while providing more free time for owners and management.

Cultivate Industry Relationships, Gain Experience, Explore Opportunities

Business and Product Development, Team Building, Partnering, Market and Opportunity Analysis, Start-ups , Inside/Outside Sales, AR, Collections, Research, Plan, Analysis, Feasibility, IP, Prototyping, Fundraising, Investor Relations, private placements, Due diligence, Non discharged judgment debt collection, start-up incubation, founder mentoring, write/edit business plans, develop strategic partnerships, closer, negotiations, business/revenue models, product distribution, website and technology development, licensing, presentations, strategic planning, business model and operational plan, management, analysis, executive support

Used surveillance reports and databases to assist in the review of the Firm's institutional and proprietary trading activities, monitoring compliance with applicable rules and regulationsFull compliance support for listed and derivatives trading desks, co-managed Brazil branch compliance, order ticket review, OTC desk taping, OCC trade break analysisPerformed Annual Compliance Exam on the Option Clearance Department's controls and daily operating procedures. Monitored ongoing option ticket order discrepancies between upstairs and downstairs brokers covering CBOE, NYSE, Philadelphia, and Pacific exchanges with reporting to desk heads. Trained desk traders on firm policy and regulatory requirementsDrafted firm’s Compliance Manual for the Listed and Options trading desks

Reviewed and evaluated financial, accounting, and managerial controls and procedures within decentralized business environments. Conducted financial, operational, and sales examinations of listed and brokerage firms using comprehensive SEC audit program. Reviewed books and records to determine compliance with rules and policies governing securities transactionsAudited periodic and special financial reports filed by listed and brokerage firms using forensic accounting and investigative techniques to uncover error and fraud. Designed, developed, and implemented a dynamic Access database which tracks litigation and investigation inventories for Northeast Regional office of SEC

Opened and serviced various types of customer accountsAssisted control and supervision of daily cash flowsMaintained commercial current accounts, wire transfers, and cash deposits Consistently surpassed sales goal in selling financial products and services