Silver Grove Financial Group, Inc. offers advisory support to individuals and employer groups throughout Western and Central New York. And, in the capacity of Office of Supervisory Jurisprudence (OSJ), we offer compliance oversight to independent financial advisors, advisory firms, banks, and credit union run financial services programs through LPL Financial and also through our independent SEC Registered Investment Advisor (RIA) firm. I have given over my administrative duties but retain the responsibility for developing and documenting our business processes. And I continue to support and refine our Salesforce and NetDocuments tools. Additionally, I have joined the compliance team and assist with oversight for an extended team of 24 advisors. True to the goals of the Virtual Assistant roots from which I came, I strive to free the partners from all of the non-value-add tasks that consume their time, so they can focus instead on continuing to grow the business.• Securities offered through LPL Financial. Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to ‘See Contact Info’ section above.•Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.• The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state

I've joined a small financial advisor firm in Orchard Park, NY, called Silver Grove Financial Group, Inc. Silver Grove wants documentation created for all of the internal and external process of the business - a business format franchise, if you will. There are several levels of value with following this course: Of more immediate interest is the standardization of day to day activities. By writing down what needs to be done, how to do it and when to do it, the business does not fall victim to the vagaries of memories or preferences. This is also valuable when on boarding new employees. Of more long-term interest is the resale value it gives to the business. If, and when, the time comes to sell a financial advisor business, being able to provide the book of business (which means the list of your clients and their assets) is valuable. Being able to provide detailed instructions of exactly how you serviced your clients is even more valuable.My job is to learn a new industry (the financial industry) by performing the day to day administrative activities, building tools and developing and streamlining the processes as I go, and then document what I've developed. In addition to that, Silver Grove has settled on Salesforce for a CRM and NetDocuments for secure on-line storage. I will be integrating the two and designing a working environment that's usable by Silver Grove's extended team of thirteen advisors.

I collaborate with small business owners to design and implement strategic business processes. Using all of the tools at my disposal, I free you up from all of the non-value-add tasks that consume your time, so you can focus instead on growing your business. Check out our website to learn more about the services we provide: http://WhenSecondsCount.today

Inspire! Illuminate! Ignite!I have joined the team at Inspire Careers and now offer my services as a contributing writer, assisting our clients in their job search by helping to create LinkedIn profiles and designing business cards. I provide graphic design and photo editing services as well as providing other administrative services that require phone or in-person interaction with our clients.Let us help you find success in your job search!

Led a team of three individuals located in the US and Manila, Philippines, whose responsibility was to enable profitable sales and grow market share of the Quantum product line. Implemented, drove and advanced vendor technology, strategies, programs, solutions and trainings with customers and sales associates.• Developed/implemented a new-hire training program that reduced ramp-up time of new staff by 50%.• Developed/delivered training in person and via WebEx on the use of Ingram custom applications - IMPulse, IMTellitrack and Magellan.• Developed and delivered training on monetization, upstream downstream and storage 101.• Created streamlined processes that reduce the time it takes to place an order by 50%.• Developed a file system and documentation system that allows anyone on the team to step into any issue or request at any point and be able to move forward with it.• Managed accountability by focusing on reducing delays rather than assigning blame. • Increased the number of resellers with annual transactions greater than $50k by 11% since 2011. • Increased the average number of dollars sold per reseller partner by 89% since 2010.• Increased the number of resellers selling Quantum midrange and enterprise products from 11 with an average deal size of $36k in Q1 2012 to 26 with an average deal size of $91k in Q1 2014.

Provided pre-sales technical support to reseller partners in a call center setting. Drove the value of each call so that the full business need was discovered and the sale was facilitated through Ingram Micro. • Created configuration tools for complex product solutions from HP, IBM and HDS that increased the speed and accuracy of customer consultations by 75%. • Created presales process documentation for HDS that helped customers avoid costly mistakes and resulted in zero returns in three years.• Initiated, developed and nurtured new leads to generate additional sales revenues; collaborated with sales representatives to turnover leads and establish key relationships.

Oversaw educational training and development needs of members of two Toastmasters chapters. Organized the semi-annual District Conference that showcases developmental achievements of Toastmasters members.• Developed and delivered training programs that supported the educational goals of those members.• Conducted four separate Speechcraft programs for Ingram Micro associates and other community members. Speechcraft is a 6-week class developed to teach the fundamentals of public speaking to people.• Presented a workshop on interview skills at a Buffalo job fair sponsored by the Buffalo News. • Conducted several workshops on effective evaluation and feedback skills. • Developed and implemented a business plan that successfully increased Toastmasters International District 65 Conference attendance by 39% in spite of a 10% increase in cost of attendance.• 25% of the attendees at District Conference we attracted were ‘First Timers,’ Toastmasters members who had never attended a conference before.• 10% of attendees at District Conference were attracted from the non-Toastmasters community. Historically, we have never seen non-Toastmasters (excluding spouses) at Toastmasters International District 65 conferences.• Developed a social-media marketing plan that included blogging, Twitter, and the on-line registration for the first time ever when organizing a conference. • Delivered an educational training on how to build a website to Toastmasters chapters that resulted in a 10% increase of chapters developing an on-line presence.

Supported patient personal hygiene and living needs; providing comfort, transportation, and vital sign monitoring. Followed established policies and procedures. Documented actions by completing forms, reports, logs, and records.• Assisted personal hygiene by giving bedpans, urinals, baths, backrubs, shampoos, and shaves; assisting with travel to the bathroom; helping with showers and baths.• Provided activities of daily living by assisting with serving meals, feeding patients; ambulating, turning, and positioning patients; providing fresh water and nourishment between meals.• Maximized patient comfort by utilizing resources and materials; transporting patients; answering patients' call lights and requests; reporting observations of the patient to nursing supervisor.• Protected organization's value by keeping patient information confidential.