Semi-retired

• Collaborate with businesses to determine what insurance policies would be best for their employees• Enroll 40+ new and existing employees in policies of their choice and assisted policyholders with claims• Successfully educate individuals for their appropriate levels of coverage specific to their lifestyle• Advise businesses and leaders on appropriate programs and execution of benefits products and services

• Toured prospective residents through the community and present advantages of Brookdale to prospective residents and their families, resulting in increases in new residents• Developed and nourished relationships with rehab centers, physicians’ offices, and other businesses that serve elderly clients who might need Brookdale’s services𝐊𝐞𝐲 𝐀𝐜𝐜𝐨𝐦𝐩𝐥𝐢𝐬𝐡𝐦𝐞𝐧𝐭𝐬• Built pipeline of potential residents and developed new business through explanation of policies and pricing structures• Developed relationships with prospective residents and families to close new business

• Oversaw all daily operations of a 174-unit Independent Living (IL) and Assisted Living (AL) community• Collaborated with marketing director to create new and more effective marketing materials including full-color glossy brochure, print advertising, and website • Maintained consistent occupancy at a rate of 98% or better to outperform forecasted budget and revenue goals continuously during tenure• Led community’s Board of Directors through bond refinancing, resulting in community savings of ~$300K annually• Improved appearance and décor of campus through wide-scale cost-efficient renovations, ensuring community remained as top choice among potential future residents• Added new wing on main building to include larger library, larger chapel, coffee shop, and other resident common space to draw in new residents and retain current resident base𝐊𝐞𝐲 𝐀𝐜𝐜𝐨𝐦𝐩𝐥𝐢𝐬𝐡𝐦𝐞𝐧𝐭𝐬• Set the record for highest net income in organization’s history, exceeding the forecasted goal by more than $400,000 • Invested in infrastructure improvements while maintaining 15-20% profit• Raised staff morale and professionalism through comprehensive training and development course and implemented monthly employee recognition program to increase retention and performance• Collaborated with development consultant and architect to formulate redevelopment plan to expand business operations by 27%, even with expansion restrictions due to COVID

Responsible for all daily operations of 175-unit independent and assisted living community. Supervised a total of 90 employees serving 200 residents. Improved cash flow by ~$300,000 annually. Improved the physical plant with much-needed upgrades, including remodeling of the lobbies and dining rooms, activity space, library, and more. Implemented wellness and fitness program for residents by hiring certified personal trainers. Improved dining with new leadership.

• Oversaw operations of 6 departments and 70 staff members including Marketing, Housekeeping, Food Service, Grounds, Transportation and Activities • Collaborated with senior management team to develop and implement policies, make key business decisions, and prepare the $20MM budget annually for each fiscal year • Met monthly with Board of Directors and associated committees to report on occupancy, apartment renovations, wait list development, and resident satisfaction with dining and activities • Oversaw construction, marketing, and opening of new 63-unit, $40MM neighborhood • Resolved employee/supervisor issues using de-escalation and conflict resolution techniques • Completed annual evaluations for department heads, providing impactful and intentional feedback

• Supervised marketing efforts at six CCRCs and three nursing homes in Florida• Worked with community marketing directors on marketing plans, advertising, special events, direct mail campaigns to raise awareness and build a pipeline of new clients• Planned and carried out all-day marketing meeting for community marketing directors• Worked with graphic designers on brochures, fee schedules, advertising, and other print material• Oversaw creation of new website for corporation and developed marketing content• Worked with CFO to determine strategic fee increase for fiscal years 2001 and 2002