Develop and create marketing pieces, including prospecting pieces, and associated collateral. Initiate and support office meetings, and on-going prospecting activities. Provides tracking of various projects and supports senior staff with necessary progress reports. Develop/source/post articles, white papers, etc. in marketing library to drive usage locally. Develops other forms of media to enhance market presence and brand imaging.

Chef/Owner, 2010 – Present Little Shack of Sugar, Agoura Hills CAChef/Owner of high-end custom cakes and dessert arrangements catering serviceExperienced in petit fours, bread baking, cakes and cake decorating, chocolate and sugar artistry and plated desserts. Creating custom cakes for weddings, designed with customer to suit their wedding theme and tastes. Manage company and all marketing efforts via print and social media. Professional experience includes a stage at Lola’s Cupcakes in London, premier supplier of cupcakes to Harrods gourmet food department, and a stage at For Heavens Cakes in Thousand Oaks, recently featured on the Food Network’s Cupcake Wars. Patisserie chef at Deliteful Restaurant which featured all sugar free and gluten free items.

Created delicious sugar free and gluten free desserts and breakfast items. Custom cakes were made to order. Supplied the grab and go section with protein bars, muffins and individual desserts.

Developed and created marketing for both online and print including prospect marketing, capabilities presentations and associated collateral. Initiate and support office sales meetings, regional off-sites and on-going prospecting activities. Provided tracking of various projects and supports regional leaders with necessary progress reports. Provides oversight of the Regional Data Integrity Team supporting pipeline development for our retail brokerage. Develop and manage processes around research and sales activation. Managed Marketing Department with direct reports in Irvine, Woodland Hills and Phoenix in the coordination of national webinars, seminars and trade shows that support our prospecting processes as well as client education. Leverages direct knowledge of webinar tools with Data Integrity Team. Standardized resources across the region including all collateral and presentations both internal and external. Tracked and provided updated reports on conversion progress. Manage community activities, sponsorship opportunities and activities with the press.Develop/source/post articles, white papers, etc. in marketing library and work with sales coordinators to drive usage locally. Develops other forms of media to enhance market presence and brand imaging.

Operations Improvement, Marketing, Data Analysis and Management of Microsoft Dynamics CRMManage Microsoft Dynamics Customer Relationship Management Software for all Sales Producers in our region (Woodland Hills, Irvine and Phoenix). Based on improved CRM usage and standardized collateral we can now show a 19% conversion ratio of 1st appointments to wins, and a 31% success rate of first appointments to viable prospects. Project manager for all collateral creation - creating content and visual messaging for both Property and Casualty as well as Employee Benefits brochures. Single point of contact and organizer for the Company’s participation for all events and trades shows regionally, which includes creating specialized collateral and marketing campaigns that are timely and relevant for the specific events. Manage the data integrity team and am responsible for the supply chain from creation to execution and metrics analysis for weekly reporting to executives at the corporate office.Due to my level of expertise I have contributed on strategy, product design and testing of the CRM for all corporate offices. Additional job responsibilities include coordination of all staff appreciation events, creation, ordering and distribution of all high impact marketing pieces as well as filling in as human resources manager on an ad hoc basis.

Marketing, Operations and Sales Management of customer relationship management softwareManaged the end-to-end implementation process for our new software customers. Developed messaging, collateral (both direct and e-mail pieces), web content, presentations, trades show materials and announcements for the product. I worked closely with sales team to refine sales procedures to increase customer acquisition and quarter after quarter achieved consistent sales growth. Also worked with the training staff to ensure a streamlined customer experience.

Merchant services for both terminal and QuickBooks customersManaged and executed launches of software and on boarding of e-commerce partners for the customer relationship manager plug-in for QuickBooks; included developing messaging, collateral (both direct and e-mail pieces), web content, presentations, trade shows materials and announcements for new partnerships and QuickBooks Merchant Services releases. Once on-board, I worked with software partners to mine the mutual customer base to exceed acquisition goals resulting in a 25% conversion rate on leads (represented more than $2.5 million in annual charge volume). Trained new agents and worked with the sales team to ensure a seamless end-to-end sales process for our merchants. Maintained and updated Agent Portal, attended and worked tradeshows, and managed programs to recruit and train outside sales team.

Trained in all areas of the company to effectively view processes and proceduresI reported directly to the president of the company, contacted delinquent merchants to notify them of balances due, reported delinquent accounts to the Experian credit bureau, worked with sales team to prepare and organize files for funding and conducted rate reviews for all merchants at their request.

First line consultant for all of the financial needs of the membershipRan financial reports and was responsible for maintaining positive balances for credit union. Opened new accounts and processed daily transactions as well as processed Individual Retirement Account transactions. Prepared and completed loan applications for credit union members and counseled members as to what various accounts would benefit their individual circumstances best.