Helping cannabis dispensaries, alternative medicine facilities, and traditional smoke shops gain access to a curated selection of products spanning virtually every product category in Alternative Medicine.

Focus is on leading and coaching a team to provide the ultimate customer experience through elevated customer service standards. Provide insight related to company goals and objectives, as well as general oversight of daily operations needs of a cannabis dispensary.

Responsible for the Trulieve Lakeland Cannabis Dispensary’s efficient execution of the delivery fulfillment process and patient deliveries. Responsible for the entire delivery fulfillment team and delivery drivers. Supports company and department goals and objectives, as well as general oversight of daily operational needs of the Lakeland Trulieve Medical Cannabis Dispensary.

Consults and guides Medical Marijuana Patients within the State of Florida. Learns about patient needs and concerns and answers questions and places orders on behalf of patients. Provides the highest level of service and advice on Cannabis products in all situations. Arranges the pickup and delivery of orders for patients and displays an in-depth understanding of products, dispensary procedures, legal regulations, internal policies, and more.

Created a new insurance agency in Lakeland, FL in June of 2019 with a different focus to separate our approach from other agencies. Covenant Insurance focused on risk analysis, and delivering collaborative insurance portfolios with the heart of a teacher.Agency successfully sold in December 2020.

Responsible for implementing strategy and managing Personal Risk operations at one of the 10 largest insurance brokerages in the world. Created and developed the Region’s first service center operation managing in excess of $30MM in premium for Standard, Emerging Wealth, and Mass Affluent clients residing in Alabama, Florida, Georgia. Supervised employees, tracked call-center standards, efficiency, cross-selling and retention efforts,.Increased retention annually with this group with a starting retention rate of 86% when taking over, and closing in 2018 at 93.4%.Managed employees responsible for the servicing, cross-selling and managing of High Net Worth clients in Alabaman (Birmingham and Tuscaloosa), Florida (Coral Gables, Fort Lauderdale, Ocala, and Tampa), Georgia (Atlanta and Savannah), North Carolina (Charlotte), and Tennessee (Memphis), managing in excess of $30MM in premium. Supervised employees both in person on quarterly visits and remotely, implemented national service standards, remotely managed efficiency, cross-selling and retention efforts. Increased retention annually with this group with a starting retention rate of 93% when taking over, and closing in 2018 at 96%.Driven by a large book of business, high retention, and low loss ration; delivered state of FL USI offices the first-ever honorable designations of Chubb Cornerstone Broker (accomplished by only 3% of all Chubb brokers/agencies) in 2017 & 2018.Honored by Chubb with Cornerstone designations for AL and GA in 2016, 2017 and 2018.Honored by USI with Summit Award for excellence in Operations in March of 2017.

Responsible for implementing strategy and managing operations at large independent insurance agency. Oversaw all in-house operations, supervised employees, and tracked sales team efforts. Developed effective marketing plans while ensuring that agency operations were in accordance with standard business practices and insurance industry regulations. • Provided leadership in the development of organizational and financial plans for $7.1M (premium) personal lines business; collaborated and partnered directly with agency principals.• Successfully generated in excess of $1.6M (premium) from the beginning of agency tenure and increased customer retention rate from 89 to 92 percent.• Administered carrier partnerships with Erie, Auto-Owners, Travelers, Progressive, Kemper, Liberty Mutual, and more.• Recognized for delivering 5 percent annual agency growth from 2007 through 2015, an increase of 2 percent over previous fiscal years.• Served as a strategic advisor to the leadership team.• Managed three offices comprising of 14 direct reports and 27 indirect reports.• Developed coaching, goal setting, employee evaluation, and performance metrics for multiple offices.• Created and planned strategic marketing programs and collateral used in the negotiation of contracts, event planning, and encouraged customer engagement and retention; displayed skills in traditional print design, Web-based marketing, social media marketing, and event marketing.• Recruited, interviewed, hired, and trained employees for effective engagement and implementation within the personal lines department as well as a trusted advisor in the hiring process for other agency departments.

Handled and oversaw all operations and strategic planning efforts in the launch of new insurance agency. Established relationships with agents as well as national and regional insurance companies. Implemented best-in-class marketing processes and ensured ongoing compliance with all insurance regulations.

•Sales Supervisor 2001 – 2002•Sales Coach 2000 – 2001•Sales Representative 1998 – 2000While serving in various organizational roles, and specifically as a Sales Supervisor and Coach, engaged in direct management of auto insurance sales agents within an inbound call center. Created and led the implementation of sales training programs and developed workshops for new hires. Actively coached low performing sales teams and achieved significant results in close ratio improvement.• Achieved highest sales, productivity, mechanical breakdown insurance sales, and quality in August/September 1998 Training/Transition class.• Set Lakeland sales record of 176 sales in August 1999, and subsequently broke the same record in October 1999 with 180 sales.• Invited by Warren Buffett to Berkshire Hathaway’s Annual Meeting in 2000 based on sales performance in 1999.• Placed 5th in the nation out of 300+ representatives for the number of policies sold companywide.• Named as a member of the 1999, 2000, and 2004 GEICO Chairman’s Club and a member of Gold Tier Sales Group in 1999 and 2004.• Recognized for leading the #4 ranked section out of 28 units in 2001 and the #2 section in 2002.• Served as supervisor to the #2 ranked “sales per counselor” section and achieved 2nd highest customer service rating at GEICO Lakeland.• Managed the only section that successfully ranked in the Top 5 in sales, productivity, customer service, and ancillary sales in 2002.• Successfully trained and mentored a group of low-performing new hires in 2000; results provided for an improvement in close ratio from 12 percent to 28 percent within 60 days.• Led retraining efforts in a group of low-performing, tenured sales representatives; delivered an increase in close ratios from 23 percent to 32 percent within 60 days.• Collaborated in the development and launch of the first departmental Intranet at GEICO that served to streamline the sales training process.

Recruited to lead agency building endeavors. Successfully launched new insurance agency and spearheaded all relationship building with carriers, marketing, and lead generation activities. Devised and initiated call center facility through grassroots efforts and trained on and promoted homeowners insurance policy sales.• Engaged in strategic presentations that attracted potential investors to the agency.• Championed operational efforts that allowed for the successful sale of the agency at a profit of $250K within one year.