Douglas Andersen Email & Phone Number

California, United States

Helping my clients protect their financial security as they plan for retirement is important to me. I recognize that my clients needs and priorities change over time, and I am dedicated to being there to serve them every step of the way.

* Create strategic planning & training for entire department to ensure success of existing employees & new hires* Compose call scripts & voicemails to ensure call effectiveness & efficiency* Train new hires in key areas of responsibility of the Student Response Center including business acumen* Provide support to prospective student inquiries & verify admissibility to affiliated partners supporting the university mission* Participated in cross departmental trainings to ensure student success throughout the Student Life Cycle* Founded Culture Club department to foster Employee Engagement* Participated in Executive Leadership meetings & received two Executive Leader Nominations for Collaboration * Named in Quarterly Heroes for volunteering efforts in our community

Greater San Diego Area

* Responsible for lead generation to fill student pipeline for all undergraduate & graduate programs* Responded to lead inquiries, verified admissibility & acceptance * Monitored student progression, assignments, attendance & retention* Collaborated with other departments to optimize efficiency* Served as live chat representative * Led admissions teams* Verified updates for FCC compliance including collecting data on age of leads & current status * Used marketing & internal university resources to prioritize opportunities for improvement which led to creation of the Student Inquiry DepartmentAchievements* Top 1% performer in admissions* Over 80% student retention

Greater San Diego Area

* Directed & coordinated organization’s multi-million dollar financial & budget activities to fund operations & increase efficiency* Improved operational efficiency by analyzing financials, activity reports & performance data to identify improvement opportunities* Managed activities directly related to providing medical services & equipment* Performed patient assessments to determine needs, provide demonstration & in-service to patient & family* Used the “Grandmother Standard” to ensure optimal patient care* Managed staff, prepared work schedules, assigned specific duties & managed payroll* Performed bi-weekly staff in-services on products as well as training for customers requiring CE credits* Negotiated agreements with other providersAchievements:* Maintained Customer Satisfaction rating over 4.5 out of 5* Maintained a minimum 2% consecutive cost reduction over a 12-quarter period* Maintained highest staff policies & procedures training scores averaging 98.7* Champion of the First HME inter-company challenge at annual manager meeting* Recipient of the “Good Egg” award given to individuals who handle tough situations whole-heartedly & rise above others to do what is right

Greater San Diego Area

* Built a diversified, multi-million dollar medical products & services corporation with two partners* 50+ employees servicing patients from four branch locations in Burbank, Los Angeles, Riverside & San Diego* Serviced related fields including Physical Medicine, Splinting & Bracing, ADL, Pedorthics, Wound Care Management, Consulting, Manufacturing, Retail, Education, Licensing, Emergency Services, & Contracted Home Medical Equipment* Improved operational efficiency by analyzing financials, activity reports & performance data to identify optimization opportunities* Provided services for Tricare (Navy), Kaiser, County of San Diego, Vitas Healthcare, Silverado Hospice, Lightbridge Hospice, Hospice by the Sea, & numerous other customers* Marketed business to business, wholesale, & retailAchievements:* 10% profit margin over 9 years * Opened four offices within a two year period* Grew support personnel to a staff of 50+ people within five years* Received FDA license for manufacture & sale of Oxygen USP* Sold company in April 2007

Roseville, Mn

* Secured new accounts, assessed customer needs * Identified products to reduce time, labor & increase productivity* Maintained customer accounts* My knowledge of Norton products & rapport with customers turned them into long term customers* Secured 15 to more than 30 new accounts per month* Achieved Journeyman Level (shipped sales over $100,000)* Secured several Fortune 500 companies with weekly blanket Purchase Orders

Schaumburg, Il

* Directed & coordinated activities of pricing, sales & distribution departments* Managed staff, prepared work schedules & assigned specific duties* Supervised activities directly related to marketing & sales* Completed customer relations training (KASET INTERNATIONAL)* Received Excellence in Customer Service award