I specialize in helping my clients realize better business outcomes through business technology assessments that diagnose and identify business performance issues or concerns. I assist companies to drive results and increase business performance in these areas: - Customized information management services that will revolutionize enterprise content management, collaboration, workflow, case management, and security and records retention policies - Automation of manual outdated business processes - Eliminate IT infrastructure vulnerability - Supplemental IT consulting and support on key technology projects: freeing up valuable resources so they can focus on core business objectives - Expedite and secure input and output of daily data - Develop & align new market penetration strategies that drive revenue growth - Fleet management of networked and local print devices to help control their operating costs and improve operations - Lower monthly operating costs across all departments

Built relationships between Equity Planning and Education Center (EPEC) team and education team within Morgan Stanley at Work (MSAW) to foster adoption of EPEC team across the Relationship Management, Stock Plan, and Wealth Management (WM) network.• Set up and facilitated business development meetings with branches to further EAA and EPEC adoption.• Developed and managed consistent reporting practices to track teams NAA and growth progress toward $600 million NAA goal resulting in exceeding the goal and producing over $900 mil in new assets.• Project-managed and lead all special projects including lead flow from special marketing to stock plan clients resulting in an increase in client conversion of 600%.• Created process for case workflow which entailed communication across the team, designing an intake form used across branch network, and implementing a tracking system within the EPEC team which resulted in 300% interaction growth from 400 to over 1200 interactions in one year.• Project-managed development and implementation of EPEC website to drive overall firm adoption of EAA.• Developed and managed lead flow between firm and the EPEC team.• Demonstrated SaaS sales experience by supporting a team that utilized and promoted specialized software, including Equity Award Analysis.

- Reviewed, revamped, and streamlined education intake process- Managed, trained & developed operations team- Created streamlined process for special projects relating to operational efficiency & reporting

• Recruit, market, sell, and build trust with 90+ sales consultants and 3,500+ customers across the United States to meet and exceed monthly and yearly sales quota by 175%• Practice and teach consultative sales concepts, methods and techniques to consultants to increase personal and unit sales revenue and display outstanding customer relationship building• Plan and facilitate motivational weekly sales meeting, face to face, and via zoom to inspire collaborative team effort to achieve customer satisfaction • Personally exhibit excellent customer service, follow up and retention; implement DISC personality assessments; networking and relationship building to increase client trust and create consistent revenue stream• Create and implement long term and short term strategic sales plan with five consultants to drive business development in order to be promoted to director• Attend company education conferences to increase awareness of future trends, product knowledge and sales strategies• Oversee and maintain inventory level to service over $30,000 yearly retail sales• Help identify better business processes in order to accomplish continuity and identify ways to cut costs for organization• Plan yearly budget for operating costs including, marketing, training space, and key managerial assistants• Discuss, listen and analyze to identify customer needs and areas of growth then demonstrate use of product to fulfill and help solve customers needs and build long lasting rapport• Demonstrate excellent time management and independent, self-starter, work habits in order to build business into the top 2% of company • Create recognition and promotion structure to motivate customers and sales consultants, and remain client service focused to hit short term and long term sales goals• Create and maintain effective team communication systems through virtual and phone campaigns on sales status, promotions, education, and company information with sales consultant team

- Successfully engaged with new and existing clients via face to face, virtual, in the field and over the phone to increase personal sales revenue build and provide excellent customer service- Maintain a sales pipeline by collaborating with outside business management and community events to schedule, set up, display, engage with potential clients, cultivate new leads, schedule follow up conversations and perform sales presentation - Enhance customer service focus by conducting sales presentations to educate new and existing clients on products- Designed and implemented follow up systems in order to maintain and manage customer baseProcess product order and deliver products to customers in a timely manner to build customer rapport and trust- Compile and enter customer data into online customer relationship database- Complete weekly sales performance reports within MaryKayIntouch.com proprietary CRM

• Developed proposals for Corporate, Wholesale, and Retail accounts • Built a book of clients by cold calling, networking, cultivating relationships and selling art to architects, art galleries, individuals and art consultants• Implement strategic business development plan to increase client list and grow revenue• Execute every step of sales process by cultivating relationships, managing a schedule, presenting art, designing, framing, and art instillation

• Compiled files and legal documentation for asbestos defense cases locally and on client sites• Compiled research to assist partners and associates to prepare court cases• Managed warehouse of asbestos documents• Reported directly to and collaborated with firm partners and associates to prepare for pending litigation

• Reviewed customer vehicle loan documents for accuracy• Calculated loan amounts and payments• Reported discrepancies to financial services department

• Designed children's educational technology such as a digital bird library, finger painting application and interchangeable storytelling robot• Collaborated with intergenerational and interdisciplinary design team, including weekly brainstorming sessions with children, IT professionals, and education professionals to develop new technology toys• Created promotional videos and posters and contributed to grant writing for project funding • Contributing author for design papers that were published in Computer Human Interaction Technical Reports • Presented design at the Computer Human Interaction Symposium to approximately 1,000 people; Exhibitor at the Computer Human Interaction Conference• Manage project timeline to deliver research results and product ahead of or on schedule