Blue Trust advisors apply biblical wisdom and technical expertise to help clients make wise financial decisions to experience clarity and confidence and leave a lasting legacy. With a nationwide network of 17 offices, we offer comprehensive financial services and objective advice to clients across the wealth spectrum. Our services include:• Financial, retirement, and estate planning• Investment management• Cash flow and budget planning• Charitable giving strategies• Personal trust and estate settlement• Business consulting services• Family Office• Professional Athlete services• Institutional services• Retirement plan consulting

EPCM RMS, Inc., Dba EPCM Resource Management Solutions (RMS) is a service-disabled veteran-owned small business (SDVOSB), minority owned (MBE), Disadvantaged Business Enterprise (DBE), small business specializing in recruitment, staff augmentation, and human capital management consulting. RMS works collaboratively with clients to provide high value consulting services, and program/project management in complex engineering, procurement, construction, and maintenance environments. RMS has been providing broad range of professional/technical engineering and environmental staffing services to both government and private sector clients since 2013, originating as a division within the Project Management consulting firm EPCM Professional Service Partners. RMS and its directors have worked with public, private, large, and small companies providing technical and skilled trade’s related talent. With over 16 years of local industry experience the RMS staff has a history of providing Human Capital resources on projects related to end customers such as: City of Los Angeles, Port of Long Beach, City of Santa Monica, City of Glendale, Los Angeles World Airport, Southern California Edison, Sempra Energy, Phillips 66, Shell, Army Corp of Engineers, and US Air Force just to name a few.

At VIZZIA Technologies I was focused on:- Ensuring that existing customers are successful with our technology. I do this by managing the account, compiling key data from our systems and helping our customers in the healthcare industry leverage the data we capture to improve their processes. Data is great, but knowing how to use data to improve operational efficiency and patient care is even better!- Building relationships with existing customers and consulting on additional technology solutions to help free them up to focus on providing high quality patient care.- Leading a team of onsite Equipment Specialists in Mission Viejo. This team is responsible to tracking, cleaning and distributing moveable medical equipment for a major hospital in Orange County to ensure that equipment par levels are maintained and nurse dispatch calls are attended to as a top priority. - Developing and deploying KPIs to ensure maximum team productivity. - Leading, coaching, and mentoring to grow the next generation of Vizzia leaders. - Develop & implement processes, serve as HR liaison, and address day-to-day needs of my team.- Connecting with potential customers to understand their needs and pair them with appropriate technology solutions related to asset management, environmental monitoring & compliance, patient workflow, O2 tank fleet utilization, hand hygiene compliance and much more!

Teacher Created Materials develops innovative and imaginative educational materials and services for students, worldwide.As sales operations manager, I led the Sales Operations department consisting of 17 sales operations supervisors, sales operations coordinators & product specialists who provide daily support for our sales reps and customers. I was responsible for process implementation as well as identifying & facilitating process improvements, improving the overall efficiency and quality of our service. Last, but certainly not least, I endeavored to contribute to the success of my direct reports by effectively coaching and mentoring them in their career growth.At TCM I:• Oversaw and evaluated the order entry & management processes for customers spanning four sales channels to ensure orders are fulfilled quickly and accurately and a superior experience is provided to our customers.• Solicited feedback from internal/external customers & partners to identify strengths, growth areas and training needs of the department.• Worked closely with internal groups to understand business requirements for products & service needs, implemented new processes, and contributed to ongoing process improvements.• Ensured every team member understood TCM products, complied with process/ policies and delivered exemplary service to internal and external customers.• Developed, implemented, and monitored operational metrics and support processes to identify areas of improvement.• Partnered with sales & marketing leadership to facilitate cross-team collaboration.• In addition, I oversaw the product submission process into the New York City Department of Education (FAMIS) to ensure that products were reviewed & approved by the instructional materials review unit so that they can be sold into the NYC school district.

At Edmunds.com we’re driven to make car buying easier. Over 19 million visitors use our research, shopping & buying tools every month to make an easy and informed decision on their next car. The key ingredients are our enthusiastic employees, progressive company culture and cutting edge technology.• As an Operations Manager, I led a team of 13 Account Managers & Product Specialists who provided daily support for our dealer partners and sales reps. • Oversaw and evaluated the on-boarding process and post-live account management processes for newly subscribed dealers to ensure a timely and superior experience.• Solicited feedback from both internal and external customers to identify strengths, growth areas and training needs.• Worked closely with internal groups to understand business requirements for products, implement new processes, and contribute to ongoing process improvements.• Ensure every team member had a comprehensive understanding of Edmunds products, complied with process/ policies and delivered exemplary service to internal and external customers.• Monitored operational metrics and support processes to identify areas of improvement.• Developed strong relationships with sales leadership to facilitate cross-team collaboration.• In addition, I oversaw the Promise Support team, ensuring the ongoing efficiency and support of our Price Promise products, including overseeing trouble shooting and resolving technical issues, resolve escalated customer and dealer inquiries, and identify ongoing opportunities for improvement.

DRENCHED Fitness is a lifestyle start-up company, focusing on a 360 degree approach to facilitating health and wellness in our clients.As Director of Operations, I was instrumental in the following:- Oversee diverse cross functional team, consisting of administrative, studio management, and trainer staff, ensuring the studio and retail operations smoothly.- Responsible for instilling, implementing, and preserving company culture by conducting monthly team training sessions and building camaraderie amongst team.- Partner with ownership to create and implement a dynamic company culture for both members and personnel, through oversight of org chart restructuring, compensation restructuring, monthly offsite team building activities, periodic staff events, all of with the goal of instilling and reinforcing organizational core values of leadership, integrity, community, compassion, and health & wellness.- Partner with executive leadership team in developing and implementing strategic growth strategies on both an organizational and retail location level. - Streamlined sales process and increased total sales revenue by 41%, year over year.- Cut operational costs through vendor management by reducing redundancies, renegotiating contracts and implementing SLEs with vendors to ensure timely response and delivery to increase profits by 17% year over year.- Identify and develop KPIs to ensure organizational goals were effectively being met.- Developed and launched new mobile optimized corporate website, enabling our clients to have an easier experience for class sign ups and capturing new business leads more effectively. - Oversee web & app developers, as well as oversaw all digital and print marketing consultants and projects.- Developed and implemented HR strategies for the organization to ensure all personnel related operations were up-to-date and compliant with current labor laws, reducing liability exposures and preventing lawsuits.

- Managed all catalog sales accounts as well as domestic accounts to maximize sales revenues and met corporate objectives, resulting in 31% growth of book of business, year over year.- Collaborated with VP of Sales in establishing and executing on sales goals for the company.- Responsible for planning and coordinating annual sales conference attended by domestic and international sales team, as well as domestic and international sales representatives, key executives, and strategic partners.- Presented at annual sales conference to an audience of sales executives and reps on target market strategy, new product innovations, and annual sales objectives.- Coordinated company attendance for IHA International Home & Housewares Show in Chicago, IL, from securing sponsorship, overseeing exhibit booth design & construction, determining product display, and securing meetings with strategic industry partners to effectively grow the business and develop brand identity within the industry.- Coordinate and oversee travel planning for all sales and executives throughout the year.- As acting project manager, was involved in the launch of multiple home environment products, managed the projects through conception to production, including acting as liaison between teams of product developers, international factory liaisons, graphic and packaging designers, and logistical/fulfillment personnel, ensuring product delivery times were met and new products launched on schedule.

Strategically exited corporate workforce to focus on professional development by pursuing higher education as a full-time student.

- Grew business by soliciting new clients and building long-lasting business relationships with established accounts.- Worked directly with executive management to develop strategic growth plans for the company.- Managed a team of eight (8) technical recruiters, including involvement in distribution of assignments, evaluations, performance reviews, and disciplinary action, as well as interviewing, hiring, and training.- Partnered with key hiring managers to determine main attributes and requirements of requisition and oversaw recruitment and evaluation of candidates against my client’s position requirements, resulting in increased client satisfaction and retention. - Exceeded management’s quota for sales and placements by 100% in Q3 ’08.- Earned top sales award four consecutive months for overall top sales and increased sales and placement rates by 24% across key accounts.

I served in various positions on the board of Conejo Valley Toastmasters, the most established and long standing club in the area, from Secretary, VP of Education, and finally as President.

Temporary position, focused on account management, customer retention, and sales.

- Consistent top producer in the research unit, resolving the highest number of customer-related issues and inquiries on a daily, weekly, and monthly basis.- Managed on average 48 complex and highly sensitive customer cases and IT issues daily, resulting in increased customer retention.- As a top producer on the research unit, was elected to serve in multiple capacities as both agent and carrier via Countrywide Insurance Services and Balboa Insurance Group, respectively.- Subject matter expert for field sales agents, assisting with the resolution of customer and personal and commercial insurance policy issues.- Work closely with IT, Underwriting, Accounting, Compliance, Office of the President, Sales & Account Management to ensure prompt resolution to customer inquiries.- Assisted the Training department in designing training modules for Operations and Business Partners.