Lead PM Operations for large scale construction projects in Building Management Controls and Automation Systems.

A Full Service Employee Benefits Broker. EVCO is a Leading Broker backed by World Class Technology!

Scope of accountability: Contractor for insurance firm; full oversight of business development initiatives, marketing, and operations for startup business.

As the Vice President of Operations, provided direction and guidance to the operational activities of Sierra Investment Partners, Inc. with the objective of maximizing growth and providing leadership to all company operations functions. Managed operations by coordinating activities consistent with the established company goals, objectives, and policies. Responsible for the day-to-day operations, client reporting, client requests, RFP’s, RfI’s, and maintained company and product information in consultant databases.Scope of accountability:Full oversight of comprehensive Operations Department, reporting directly to EVP/CFO/Principal. Oversaw daily functions, i.e. reporting, billing, client requests/escalations, RFPs, and RFIs. Developed/monitored new procedures and best practices to provide continuous workflow improvements firm-wide. Led staff training programs to promote knowledge of administrative activities and complex reporting procedures.  Full accountability of firm’s compliance, including providing final review all reports, RFP’s/ RFI’s and marketing material/presentations to ensure compliance of SEC rules and regulations.  Managed company-wide IT infrastructure (network setup, backups, internal database, etc.) supporting all business groups. Primary contact for all consultant databases. Primary contact and liaison between Sierra and 7 sub-advisor firms (partners). Established daily contact between operations team and each operations team at sub-advisors to maintain critical flow of information (i.e. compliance information, data for reporting, RFP’s & RFI”s).  Primary liaison between client base and cross-departmental internal groups to drive communication of quality measures and adherence to client objectives. Wrote quarterly newsletter distributed to ~950 clients, consulting firms, actuarial consultants, law firms etc.

Scope of accountability: Communication and workflow bridge between CEO, Operations Team and Sales Team.  Developed marketing materials and maintained consultant databases for Investor Relations business group.  Supported group team in reporting functions and communications with clients to enhance firm’ visibility while articulating company strengths. Identify new policies/procedures, and train employees on perfecting processes.Select Accomplishments Centralized departmental management processes and personally lead operations to form strong communication bridge between CEO, COO and Sales Team.  Created tracking system where Operations team could handle work load of servicing both clients as well as maintaining needs of sales and marketing teams.  Gained competitive edge within marketplace through fostering of key relationships with sub-advisor network. Expedited reporting time and streamlined functional operations through implementation of upgrades to database system, strengthening overall processing of quarterly reports. Designed/implemented new computer systems to increase global data access. Led third-party programmers to create new and innovative reporting techniques.

Scope of accountability: Full oversight of Midwest and West Coast sales and marketing activity.  Supported sales and marketing teams (West Coast, Midwest and East Coast), provide performance numbers, marketing materials, presentations etc. to help with sales process, and to service needs of clients, and their legal and consulting teams. Traveled extensively throughout US to meet clients and market products (primarily door opener to Trust Fund meetings to BODs).Select Accomplishments Secured 3 sales totaling just >$20M in assets in 1st year.

 Gained foundation as integral member of leadership team. Worked part-time in operations management (while studying for MBA). Learned investments products, business processes and procedures, and sales/management.Select Accomplishments Revamped administrative staff ‘s PCs and created internal network with easier backup procedures.  Sourced/procured efficient printing equipment to move all marketing materials in house enabling faster preparation of sales presentations.