Manage all aspects of Sales and Marketing for the AMETrust.

I manage the onboarding of new clients and brokers. This offers me the unique privilege of working with employer groups, employees and our valued brokers. We are in unprecedented times, so Triada is providing resources to businesses that help them offset the cost of major medical coverage while providing additional benefits to the employees at a net zero cost to the employee. We don't replace existing coverage. Our business model seeks out partners to help enhance existing coverage that provides valuable resources to the employers and employees.Triada has become an industry leader by developing innovative insurance products and unique implementation strategies designed to benefit the employee, employer and the broker. As a Licensed Master General Underwriter and a licensed TPA. We handle all our own claims and have a claims fund that is monitored by our captive to always have the funds needed to pay our claims.

My team offers your employees more than just supplemental insurance. We offer peace of mind.With Combined Insurance policies – which we administer and process so there’s no additional overhead for you – your employees know that in the event of serious illness, injury or disability, they have a policy in place to help ensure lost income is replaced, rent and food bills are paid and family life can continue as normally as possible.

I specialize in working with families, individuals, and business owners by helping them identify and solve their business and financial goals.Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. Certified Financial Services is not an affiliate or subsidiary of Guardian. Guardian, its subsidiaries, agents, and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation. Links to external sites are provided for your convenience in locating related information and services. Guardian, its subsidiaries, agents, and employees expressly disclaim any responsibility for and do not maintain, control, recommend, or endorse third-party sites, organizations, products, or services, and make no representation as to the completeness, suitability, or quality thereof.

Initially hired to generate sales for a declining business. After several initial successes, responsibilities expanded to include business management, financial reporting and operations. • Reversed a multi-year decline by defining and implementing key marketing, contract pricing and targeted programso Increased sales by 25% with a 35% higher margin over a 10-year period by using a retail pricing structureo Developed and sustained business with major companies through referrals (Coach Leatherware, Cornell University, New York Presbyterian Hospital, Laura Ashley) and cold calls (Eisai Inc., Unilever and Lipton Tea) • Re-branded the Company to appeal to small law firms and major corporate clients in the face of tremendous competition from WB Mason, Staples, etc. – kept old branding with existing clients and a fresh look for new clientso Grew Legal Business from 0% to 25% of revenues by designing customized programs for small law firms• Launched a Company web site in 2005 with customized Shopping Cart for legal and corporate clientso Overcame a significant barrier by providing clients with services they could already get from competitorso Researched clients and their specifications to ensure web development team met their requirements• Successfully assumed all duties related to Operations, Accounts Payable and Receivable, Customer Service, and Human Resources in addition to existing Sales & Marketing responsibilitieso Recruited and trained customer service staff to ensure clients always had the best possible experience• Sold the business privately in 2016 for 2.5 times net earnings with a 3-year payout

Owned, Managed and built out of the Snap Fitness Center in Mahwah, NJ. As an active gym manager I handled all aspects of: retail sales, staff training, facility maintenance, marketing and customer service related issues.

Initially hired as Customer Service Representative, but actively took on more responsibilities which included inventory control for Corporate Clients ( HP / Rolls Royce) and custom furniture measurements for local government business. I also took on the role of Printing Department Manager and dealt directly with customers and vendors on every level from conception to completion.

Initially hired for inside sales. After 8 months promoted to Inventory Control Specialist. Directly responsible for $5,000,000.00 worth of inventory. Reported Directly to the President of the company on usage projections and creating purchase orders for overseas procurement of garments.