On Niche Finance, we talk about unique financial topics and businesses, and interview business leaders on how they got started in their fields and what their lives look like on the daily.

Beta Capital Group is a long-term investment holding company inspired by the model of Berkshire Hathaway. We acquire established, profitable businesses—currently focusing on franchise locations with proven operational success—and hold them forever, allowing them to continue thriving under our ownership. We partner with visionary CEOs and entrepreneurs who seek to build lasting legacies while delivering consistent returns for our shareholders. Our mission is to create a diversified portfolio of cash-flowing businesses that generate sustainable growth, providing stability and opportunity for all stakeholders involved.

I had decided to go to law school thinking that is where I had wanted to go in life. Realized quickly that this was not where I needed to be or wanted to do.

Completing daily calls with clients to figure out needs and better understand financial goals.Finalized sales and collected necessary deposits.Creating financial models for agents and customers to better show and explain expected returns.

Receive inbound telephone, alarm system calls concerning emergency and non-emergency requests for campus police and security department.Key Achievements• Train, evaluate, and supervise more than 5 candidates in proper dispatch procedures and protocols• Contributed significantly to a 60% increase in first-time state certification pass rates for staff through research and development of new certification training program• Monitored 4 radio channels and responded appropriately when neededCore Responsibilities• Determine proper response requirements and relative priorities of situations, and dispatched units following established procedures• Record details of calls, dispatches, and messages• Maintained easy access to, and safety of, highly sensitive materials• Observed fire alarm and secured door activations campus-wide• Answer and enter calls for assistance from numerous sources• Responsible for substantial data entry and routine checks for accuracy• Police dispatching utilizing computer, radio, telephone and other electronic communication equipment

Developed new accounts by analyzing the store, understand business goals, and train new and current staff and devising internal and external marketing and visual merchandising initiatives.Key Achievements• Increased annual revenue volume from zero to over $8000 through continuous efforts and service-oriented sales• Devised fundraising partnership program to sustain and support more than 10 community groups• Managed individuals performing various sales, customer service, inventory control, accounting, repair, and quality control and housekeeping functions; trained volunteer/ salesperson to handle trade show visitors, checkout and credit card systemCore Responsibilities• Created and implemented employee product and sales training and security procedures• Actively eliminated high employee turnover by methodically recruiting, motivating, training and managing a high performance, experienced staff resulting in a competent and loyal team• Oversaw and resolved all customer service issues• Organize and promote significant volume special sales events such as trade shows, exhibits, and fairs• Oversaw and reconciled accounts payable and receivable• Controlled inventory, margin and operating costs

Specialized in listing and selling residential properties as well as lease closing over six-month period. Responsible for all aspects of business, which includes but not limited to customer service, sales, purchasing, accounting, contract writing, negotiating contracts, and coordinating all stakeholders in property sale, purchase, and/or lease process.Key Achievements• Represented more than 8 clients in the sale, purchase, and lease of residential real estate• Developed over 5 contacts in the company and Texas real estate commission and grew vendor database with a creative schedule• Increased sales in 9 months through implementation of marketing initiatives for both seller's and buyer's clientsCore Responsibilities• Prepared efficient market analysis statistics, bid presentation on behalf of buyers & sellers, researched listings, set up title searches and home inspections• Accurately educated sellers and buyers concerning legal disclosures, policies, and regulations• Recognized positive flow of communication with clients, attorneys, agents, and all personnel involved• Negotiated contracts efficiently with agents in lieu of buyers and sellers• Smoothed the closing process for clients and insured that all parts of the contracts were met before closing• Maintained profit and loss analysis and return on investment for purchases of income property• Follow-up the escrow process, coordinated contingency removal of property inspection, and ensured the timely closing of escrow

Managed daily financial transactions and kept great attention to details. Assisted supervisor with a huge volume of data for monthly and annual reports and statements. Provided technical help to auditors and coworkers.Key Achievements• Improved office management and consequently increased productivity by 15% utilizing new organizational system to track all firm cases• Meticulously kept track of company records and documents, filing system, more than 30 invoices a day, and job details accurately• Verified, ascertained and determined the correctness of financial data with 100% accuracyCore Responsibilities• Collected and deposited checks, credit card payments, , created invoices, credited back over payments, wired transfer, and applied cash receipts to invoices• Provided accurate bank statements and accounting reports for monthly bank reconciliation, closing, and upon request• Researched to offer proactive solutions to supervisor, coworkers, and customers• Assisted in managing accounts payable and receivable• Printed and mailed invoices to bill clients at the end of the week