* Prospecting to identify potential clients* Pre-qualification of prospects* Developing and maintaining relationships with decision makers* Perform market research to identify new revenue streams* Update CRM using HubSpot and ZoomInfo* Learn proprietary software apps and perform onboarding of new clients FincenFetch's application makes it easy to collect beneficial ownership information and eliminates errors in submitting documents to FinCEN.Who needs to file? Access the government site here: https://www.fincen.gov/frequently-asked-questions

* Prospecting to identify potential clients* Pre-qualification of prospects* Developing and maintaining relationships with decision makers* Perform market research to identify new revenue streams* Update CRM using Apollo and Glasshive * Develop email marketing campaigns / sequences

* Wore a lot of hats in a fast-paced sales environment * Scheduled appointments from inbound leads* Worked on special projects, such as leads from webinars, publications and trade shows (last 6 months of 2023) * Searched and called leads from marinas, hardware stores, other verticals (cold calling) * Helped with rewrite of email messaging / sequences (2021) * Learned and used a text marketing campaign (2022)* Executed a text / email marketing rehash campaign (2023) * Maintained a CRM with close to 60,000 leads * Trained and supervised two appointment setters* Keep management informed of technical issues arising in the CRM * Created all management reports and tracked lead sources for marketing purposes * 2022 - Everest experienced a sales growth of over 143% and was included in the Inc. 5000, the GrowFL Companies to Watch, and the University of Florida’s Gator100 lists

AIA Long Island Reference Directory 2019-2020AIA Long Island Reference Directory 2017-2018* Consultant for AIA Long Island Reference Directory (SPC Marketing) * Renew advertising* Call from and develop CRM* Farm with drip emails * Cold call and add to book of business * Pick up artwork, suggest layouts * 100% Remote Office* Access the Online Edition here: https://issuu.com/aialongisland/docs/aia_2020_directory_webSocial Media Contributor (Twitter, LinkedIn)Data.com Rainmaker Google Drive, Docs and SheetsProprietary CRMTesla/Solar City 2016-2017* Consulting on residential properties in the Groveland, Clermont and West Orlando areas* Home Depot Approved Vendor* Use technology such as EdLite, SketchUp and Dynamo to create rooftop solar designs and proposals* Attend networking groupsOther Freelance Projects 2017-2019

* Temporary Assignments at Valencia College2018-2020 Bookstore Clerk• Bookstore and Online Ordering Customer Service2018 Administrative Assistant, Marketing• Administrative support for busy Marketing and Public Affairs department • Open projects into Workfront for scheduling and tracking design jobs• Organize art, documents and tickets into job jackets• Advertising proofreading and revision• Typing and filing duties

* Member of the #1 Team in Zone #9* Door-to-door collection of data and for statistical use and map creation for 2020 Census* 8-week Assignment in Lake County* Use and organize proprietary Census database100% Remote office

* FIS Merchant Services / WorldPay from FIS became WorldPay in 2024* Represent Merchant Payment Systems to small/medium sized businesses * Present proposals and contracts

50% Remote Office* Merged with Gannett in 2019* South Lake Press ceased publication * Presented advertising opportunities in the Clermont, Groveland, Minneola, Montverde, and Winter Garden territory * Ad concept, proofreading and revision* Newspaper advertising as well as a full menu of online advertising services - SEM/SEO, social media, Google AdWords, web design, email marketing, and targeting/retargeting * Member, South Lake Chamber of Commerce

* DiCom Software merged with Abrigo in 2024* Presented software to the C-suite, credit risk managers, and other bank officers * Developed database and did warm and cold calling of leads* Set appointments and demos for principals of company * Fill seats in bi-monthly webinars about credit risk management issues * Achieved Rainmaker status with Data.com platform * Cleaned and updated a Constant Contact database * Did my best to represent credit risk management and loan review software in the banking industry. * DiCom CQS is an integrated Windows-based suite that enables financial institutions to: * Support a portfolio-based risk management approach* Increase productivity, allowing more time for loan portfolio analysis* Provide comprehensive portfolio composition analysis for more informed decision making and to deliver improved credit quality ratiosDiCom Credit Quality Solution (CQS)SalesForce AdministratorData.com RainmakerEmail Marketing and MessagingConstant Contact UserSocial Media Contributor

100% Remote Office / Extensive Travel* Represent software products to small and medium sized tax and accounting firms in the Southeastern U.S.* Extensive cold calling for new accounts * Also worked in same position, November 2006 - August 2007SalesLogix CRM, LinkedIn

* Formerly: Bedford Cost Segregation* Cold call and develop leads from the accounting and real estate professions * Attend real estate networking groups * Work with existing leads as well * Data was then used for email marketing * Increase attendees at webinars offering CPE * Schedule appointments for principals of company * Contract 6-Month PositionCost Segregation is an IRS-approved, engineering-based procedure, that allows property owners and tenants to increase cash flow by accelerating depreciation and lowering federal income tax liability. SalesForce User / Admin Social Media Contributor

* Develop leads database* Perform email marketing with ACT and Swiftpage * Cold calling for new Fast Check product * Schedule onsite demo of VIS Check for principals of company * Moved to Marketing Assistant after Inside Sales was downsized * Provided market research and spreadsheets * Updated and proofread line cards, drip marketing, other documents * Training in Lean Manufacturing VIS provides service automation for the trucking industry including VIS-Check, a performance-based brake testing device, and VIS-Polish, a robotic wheel polisher. PBBT's can evaluate tire life and safety and streamline labor time and costs while bringing tractor trailers into compliance with DOT regulations for stopping distances. You can also address "hidden" costs such as fuel consumption and insurance premiums.ACT 2011 AdministratorAdobe Creative Suite intermediate user Email Marketing and Messaging (Swiftpage)Google AdWords AdministratorSocial Media ContributorContent Writer

* Inside sales of library resources in the K-12 market* Learned and was able to demo different database products * Use SAP database and dialer ProQuest K-12 titlesHistorical NewspapersSIRS Library SoftwareeLibraryCultureGrams

* Publishers of medical journals in the international market* Territory included U.S., Canada, U.K., Israel & Australia * Travel extensively to international and U.S. trade showsMagazines: • HospiMedica International • Medical Imaging International • HospiMedica en Espanol • HospiMedica ChinaACT AdministratorCarry Both Enterprise and Small/Medium Accounts

* Formerly known as Micro Vision software and offered a full suite of tax and accounting products which I demonstrated and sold. * Currently, provider of cloud-based accounting, payroll, document management, and practice management softwareTravel within the Northeast Designed and set up a fax marketing programReceived Tax Preparation certification from H&R Block, New York State

* Formerly Times Mirror* Also 2002-2003I held many positions in this company in advertising and classified sales. My newspapers were:• The Morning Call, Allentown PA (1990-1996)• This Week (Newsday), Melville, NY (1996-1999)• The Forum and Jewish Journal (Sun-Sentinel), Deerfield Beach, FL (2002-2003)ATEX Expert - Typesetting & Order EntryAd Concept, Proofreading, Revision Classified Team Lead (Call Center) Inside Sales, Take Walk-In Display CustomersNiche Publication and Coupon Mailer Specialist