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Demonstrated leadership, achieving a noteworthy 83% year-over-year growth from 2019 to 2021. Maintained a monthly Net Operating Income (NOI) consistently at 28% or higher, showcasing strategic vision and operational expertise, even amid challenges during the COVID-19 pandemic.Notably, retained 81% of direct reports for over three years, underscoring the creation of a collaborative environment with effective guidance and direction.Played a pivotal role in cost optimization, reducing marketing and SG&A costs by $19,000. This involved a strategic shift from online pay-per-click and direct mail campaigns to investing in team training for word-of-mouth advertising techniques.Responsibilities included budget planning, recruitment, training, coaching, and overseeing onboarding and separation of direct reports. Conducted strategic business analysis, managed payroll, and ensured patient retention and satisfaction.The tenure at Pacific Dental Services reflects a commitment to excellence, innovative problem-solving, and the ability to thrive in challenging business environments. Looking forward to leveraging this experience and success in new opportunities.

Exceeded Sales expectations by 22%, while successfully opening 5 Denovo locations in the San Diego Region, by setting up and training staff on the sales process, as well as all operational standards to pass federal audits. Focused on building relationships with new and existing clients in the middle market business segment. Created strong networks and leveraged those connections to refer my clients to each other. Every bank offers the same services; what you would expect a bank to provide, I ensure clients are provided with a high level concierge style experience. Created a business networking group to bring my business clients together and create continued branch sales success. Within the first 6 months we had 18 members, and at month 12 we exceeded 30 business members.• Provided sales leadership, coaching and staff development for 6 direct reports• Implemented approved Bank objectives, policies, and standards• Brought Branch to optimal operational level• Mentored other colleagues in areas of BSA, MSB, CTR, and Federal Reserve regulations

Accomplished and results-driven Wealth Management Advisor with a proven track record of building and managing a robust client base of 75 high-net-worth individuals. Expert in guiding clients to attain, maintain, and strategically pass on their financial wealth. Adept at simultaneously providing leadership and mentorship to a team of 4 direct reports, fostering their professional growth while collectively expanding our client portfolio. Known for actively networking, becoming a center of influence in a niche market, and creating a referral-based business that consistently exceeded targets. My commitment to excellence, coupled with a passion for fostering both client and team success, has been instrumental in achieving and exceeding organizational goals. Key Achievements:Led group and panel interviews to identify top talent, contributing to the growth and development of the team.Facilitated training classes for the series 6, 63, and 65 investment licenses, as well as a California life and disability insurance course, ensuring team members were well-equipped with the necessary knowledge and skills.Building the business from the ground up, contributing to business growth and success.Seeking new opportunities to leverage my skills in wealth management, business development, and leadership within a dynamic and growth-oriented environment.