Pro-actively manage projects for premiere interior commercial contractor in the Washington DC metropolitan area. Direct all processes from conception to completion for clients such as bid development, advisement, procurement, co-ordination, and execution. Nurture and grow relationships through timely communication, accuracy of information, and excellence in execution. Increased year over year revenue 7% through targeted marketing to select clients. Contributed to organizational success through consistent expense reduction of 2%-4%. Directed and executed up to 16 concurrent projects totaling $2MM in scope during a 4 month span. Team lead with total project accountability from conception to completion. Generated, developed, and negotiated competitive project proposals including trade specific take offs. Defined objectives, created internal schedules, maintained quality control through project life cycle. Developed Value Engineered solutions in order to deliver project below budgetary guidelines. Served as direct educational resource for architect and client. Resolved challenges through project life cycle while maintaining effective timeline and minimizing risk. Tracked and reported project milestones to provide accurate status to client and associated parties. Accurate/timely delivery of project through team and third party management. Encouraged and developed culture change surrounding a “client-centric” approach. Worked effectively in team collaborative environments to develop actionable project planning and execution. Maintained in depth pipeline to combat revenue lapses.

Managed advisory services for a world leader in retail investment products for affluent clients, private businesses and not-for-profit agencies in estate planning, capital growth, risk management, and wealth management. Advised clients in matters pertaining to both positive and adverse elements of capital markets as they related to personal goals. Managed a large client book with assets in excess of $5 million.  First quarter 2009, ranked top 10 in net new assets for Southeastern Wisconsin.  Exceeded corporate benchmarks for assets under management by 150% within 18 months. Assembled over 50 clients and managed plans customized to client’s short and long-term needs.  Recommended strategies to achieve clients’ financial goals including areas such as cash management, tax management, insurance coverage, investment planning, and planned giving.  Analyzed financial information obtained from clients to determine risk tolerance level.  Designed and instituted plans to achieve clients financial desires while creating the maximum amount of protection appropriate for their assets.  Monitored market trends to ensure effectiveness and identify necessary updates.  Conducted seminar, “Navigating Current Market Turmoil” for both large and small audiences. Completed intensive 12 week advisor program with a two year continuing education segment focusing on equities, risk management, fixed income, estate planning. Managed multi-professional relationships with client accountants and attorneys. Devised debt liquidation plans including payoff priorities and timelines attainable to the client. Maintained an active marketing plan to achieve a filled pipeline of prospective clients.

Built and established a retail business operation specializing in both hard and soft goods for golf while serving as the Department Head within a private club consisting of over 300 members. Corporate buyer for retail storefront containing more than 100 vendors with annual inventory in excess of $100K. Redesigned a service atmosphere under the “Above and Beyond” approach/model that led to growth in membership as well as team member attitude. Owned and operated fiscally sound pro shop with annual sales exceeding $135K.  Instituted creative sales and marketing campaign that resulted in department growth of 38%.  Managed multiple departments with combined budgets of $300K.  Created, designed and managed annual buying plan with multiple vendors. Negotiated contracts with vendors in order to achieve greatest corporate profit potential. Trained, hired and managed retail sales and department service staff of 17.  Designed and managed active calendar of events for Club membership, including managing staff resources, creating marketing strategies, and providing day-of event logistical oversight.  Collaborated with Club Board creating new programs for membership drive resulting in 15% growth.  Served as consultant for Club’s multi-year project to redesign entire facility.

Directed the golf operation for a World’s Top 50 facility as well leading the operation to be recognized as an industry leader in sales. Annually exceeded all sales, profit and budget metrics receiving annual honors as a Top 100 golf shop by industry publications.