Fidel Martinez Email and Phone Number

• Experienced with affluent client relationships. Creating consistent touch point to reflect clients current and future financial goals. Uncovering needs and solutions to increase client’s financial education. • Proven record working with Business/Wealth partners to acquire new business bringing multi-million-dollar deposit and investment deals. • Financial knowledge of Trust, loans, CD, Money Market, IRA’s, LOCs, consolidation analysis among other financial product. • Risk analysis/onboarding of new clients resulting in discoveries to improve relationship assessment and retention. • Optimized client experience with operational excellence and accuracy

• Supervision of security systems and Security Staff (5-60 any given shift); Kaiser Woodland Hills main facility and 16 sub medical facility hubs (Woodland hills to Oxnard) • Work closely with Account Managers and Training Managers to maintain training records, compliance files and analysis reports as requested. Multiple administrative tasks. • Maintain records and prepare statistical reports to evaluate yearly, quarterly and training performance of mid-level supervisor and new trainees. • Coordinated with multiple health department across all facilities to ensure security officers are integrated into emergency response procedures. Working closing with LAPD and LAFD when transporting and onboarding patients that where a danger to them self, guest and staff. • Train, supervise and assign personnel to post assignments. Instruct and develop new employees on- the- job training from de-escalation tactics to hands on approach to physical confrontation. Understanding visual aids and cues when dealing with aggressive members and patients.

Administration • Maintain large operation over multiple facilities and dispatch multiple officers based on needs and efficiency. Overview schedule and planning on day to day basis.• Perform administrative support tasks, such as proofreading, transcribing handwritten information, or operating calculators or computers to work with records and other sensitive documentation while following HIPPA guidelines.• Document control of sensitive/confidential information; correction of discrepancies • Greet persons entering establishment, determine the nature and purpose of visit, and direct or escort them to specific destinations. • Hear and resolve complaints from member in order to maximize client satisfaction • Administrate client’s inventory, search for discrepancies and miscellaneous files • Create and export files providing ongoing reporting, analysis, and optimization to meet client’s satisfaction Technological Support • Overview and maintain security systems (Lenel). Capabilities to trace panels. Access given to staff after proper level of authorization verified. • On going reporting with system and video management.• Utilize Excel, Microsoft, Adobe Acrobat reader for company documentation

• Weekly Meetings/Calls with account managers, business partner, potential clients and vendors. • Create and export files providing ongoing reporting, analysis, and optimization. Generate inventory reports upon request.• Submit quarterly report compare with marginal gains, loss or damaged Inventory on excel spreadsheets and pivot charts. • Hands on approach with loading and unloading merchandise with use of industry equipment and forklift. Shipping and receiving; Audits conducted on weekly bases to ensure product and price point discrepancies. • Production assembly line management experience in large scale operations in relations to product fulfillment3PL system experience Work with office and field staff to facilitate regular inventory counts; complete reconciliations of inventory on company system.Develop replenishment strategies for field team.Work closely with Sales, Ecom and Retail teams to ensure accurate on-hand inventory

• Conducted weekly conference calls with PM, Superintendent, Owner, engineers, architects and contractors to ensure timelines are set and met. Safety guidelines are followed throughout the project. COR, RFI and Budget discussions. • Create and export files providing ongoing reporting, analysis, and optimization to meet building city codes. Perform administrative support tasks, such as proofreading, transcribing handwritten information, or operating multiple software and computer systems. • Work with pay records, invoices, balance sheets, or change orders. Document control of sensitive/confidential information; correction of discrepancies Procurement of necessary materials, heavy equipment scheduling and payments calculations. • Oversee multiple multimillion-dollar project to their completion within time specification.Responsibilities include:- Project estimating ,through measuring tools BLUE BEAM.- Procurement of construction Materials- Document control of COR and RFI Submittals- Safety Management- Inspecting and ensuring sites are kept up to OSHA standards. - Reporting Injuries and incident that occurred on project sites. - Reporting and filing of current project progress and changes until completion. - Review layout plans for error and changes. - quality control