- Coordinate with the administrative staff to identify and prepare the appropriate documentation to execute various investments approved by client. - Work collaboratively with the financial planning team to enhance and complete financial plans. - Develop and maintain documentation of all activities.

- Maintain and organize all administrative functions for the office- Implement new process and set goals to drive efficiency and team productivity- Financial officer managing books, overhead, vendor costs.- Treatment Plan Coordinate- Insurance Coordinator- Front desk communications, scheduling, check in/check out- Manage accounts receivables, billings, statements, collections- Strategy planning and marketing liaison- Hire/manage staff- Primary Care liaison. Directly contacting medical facilities for complex treatment clearance.

Responsible for the overall direction, coordination, implementation, execution, control and completion of specific projects ensuring consistency with company strategy, commitments and goals.-Lead the planning and implementation of project-Facilitate the definition of project scope, goals and deliverables-Define project tasks and resource requirements-Develop full scale project plans-Assemble and coordinate project staff-Manage project budget-Manage project resource allocation-Plan and schedule project timelines-Track project deliverables using appropriate tools-Provide direction and support to project team-Constantly monitor and report on progress of the project to all stakeholders-Present reports defining project progress, problems and solutions-Implement and manage project changes and interventions to achieve project outputs-Project evaluations and assessment of results

- Strategize and execute interactive marketing campaigns for SMB, Corporate and Enterprise level through communication with C-suite executives.-Manage and maintain a consistent presence and voice across social media channels, website, print, online advertising and video on behalf of clients.- Collect data, analyze insights, and achieve monthly measurement goals of increasing brand awareness.- Research key influencers to maintain online rank and presence among each specific industry.

Director of Client Services October 2012 - April 2013Production Manager June 2012 - April 2013Senior Account Manager March 2011 – May 2012-Project management role concurrently directing client services to maintain key account relationships, and value-added sales for personal client portfolio and 4 Account Executives-Lead interactive marketing strategist, personally train and motivate entire agency, creating and initiating processes, schedules, and training that maximize productivity, effectiveness, and efficiency.-Leveraged market, audience, and competitor research, as well as expertise in Google Analytics and AdWords, project management and e-mail marketing platforms, and HTML, to devise profitable internet marketing and social strategies that improved client processes and campaigns.-Interpret and explain to the client marketing analytics results for campaign improvement and development Researching client markets, audience and search potential based on industry-Created company growth with client service upgrades and retention through outstanding support efforts.- HTML experience

Offered personal/business financial consulting and lending services, including investment products, deposit accounts, home equity loans, personal/business loans and other credit products. Cultivate and manage new and existing client relationships of high net-worth individuals and their related businesses. Deepen the understanding of our client’s financial needs and provide suggestions while hitting daily goals. Continuously perform in office, network, and outsides sales strategies to attain new business.

Medical devices sales, specializing in dental implant therapy and oral reconstructive products including titanium and various grafting materials.-Personally responsible for Sales of BIOMET3i products in the North Houston area to Oral and Maxillofacial Surgeons, Periodontists, and Restorative Dentists. -Provide local education courses and chair-side clinical support to dentists performing Dental Implant Therapy.Achieved above 25% ranking as of Q2 FY09.Managed accounts as large as Harris County Hospital System, University of Texas Health Science Center Dental Branch, Micheal E. Debakey VA Hospital, Methodist Health System, and private practices.Vendor Clearance for Operating Room.Extremely knowledgeable of dental surgery and restorative treatment.

-Coordinate nationwide marketing for seminars involving Dental Association. Performing hands-on training for Clinicians in a surgical setting.-Create seminar marketing materials, slide presentations, and clinical photography for Continuing Education seminars.Surgical Chair side Assistant.