Nancy D. Email & Phone Number

West Palm Beach, Florida, United States

West Palm Beach, Florida, United States

Comvest Partners is a private investment firm providing equity and debt capital to middle-meeker companies across North America. Through our extensive capital resources and broad network of industry relationships, we offer our companies financial sponsorship, critical strategic and operational support, and business development assistance.Since its founding in 2000, Comvest has invested over $8.0 billion. Today, Comvest has over $6.6 billion of assets under management.

Boca Raton, Florida, United States

*Collaborate with executive management in the development of performance goals and long-term operational plans*Develop, implement, and monitor day-to-day operational systems and processes that provide visibility into goals, progress, and obstacles for our key initiatives*Build and maintain relationships with all department heads, external partners, and vendors to make decisions regarding operational activity and strategic goals*Plan, monitor, and analyze key metrics for the day-to-day performance of the operations to ensure efficient and timely completion of tasks*Devise strategies to ensure growth of programs, identifying and implementing process improvements that will maximize output and minimize costs*Uphold organization policies and standards, ensuring legislative regulations are followed*Created Human Resources department to lead team with integrity and establish and maintain a trusting, inclusive, and productive environment

West Palm Beach, Florida Area

*Provide direct administrative support to three Presidents *Manage calendar using Microsoft Outlook; arrange all travel and lodging needs; schedule and coordinate conferences, including booking venues, catering, etc. both onsite and offsite domestically and internationally *Create and submit expense reports; approve expense reports *Approve department time cards *Manage direct reports inboxes – reading, drafting, responding to emails on their behalf *Project management of updating the franchisee training manual and presentations. Researched and contributed to content. Organized content to flow with the training sessions *Plan and coordinate annual convention including agenda creation, venue, catering menus, coordinating presenters and presentations *Franchisee relations *Worked with field staff and internal supporting franchisee launches and grand openings including working with the franchisee and marketing team, coordination of grand opening

West Palm Beach, Florida Area

*Provide direct administrative support to the Director of Sales – professional and personal *Manage calendar using Microsoft Outlook; arrange all travel and lodging needs; schedule and coordinate conferences, including booking venues, catering, etc. both onsite and offsite domestically and internationally *Heavily involved in content development for training and development of sales team, year-end sales meetings at international locations including venue selection, negotiation with hotel, and planning daily agendas, travel and daily schedule coordination for sales team and support home office staff (minimum 75 people at each event) *Expense report approval for sales team *Manage direct report’s inbox – reading, drafting, responding to emails on his behalf *Updated training curriculum for sales team and created new processes to enhance the training including creating a comprehensive training manual for the sales team. *Created a “continuing education” portal for our sales team as part of the training enhancements *Design and distribute forms to be used throughout the sales department *Successfully transitioned the sales team from Dropbox to Microsoft One Drive *Liaise with sales team in the U.S. and Australia to help them in all aspects of their position *Train new and existing Regional Vice Presidents on existing company policies and protocols *Expert level familiarity Franchise Disclosure Document (FDD) renewal process including assisting with updates from previous year, tracking state approvals, working with Franchise Development to open up those states for the sales team. *Worked with legal team on side letters that went with closing paperwork. *Assisted legal team with follow-up and digital filing of franchise agreements and supporting documentation. *Coordination of sales team for franchise expos/trade shows including travel scheduling and training sessions.

West Palm Beach, Florida Area

• Provide direct administrative support to the CEO, COO, CFO and Chief Dental Officer; oversee central office management• Manage calendars for using Microsoft Outlook; arrange all travel and lodging needs; schedule and coordinate conferences, including booking venues, catering, etc. both onsite and offsite• Create and manage contracts and time off for all dentists and specialists• Plan and coordinate bi-monthly manager’s meetings including agenda and meeting materials• Design and distribute forms to be used throughout the department; administer contracts with vendors; purchase supplies; take on other duties as assigned• Liaised with direct reports and board members on all aspects of their positions

Burlington, Vermont Area

• Provide direct administrative support to the Commissioner and Deputy; oversee central office management, program responsibilities, email correspondence, and phone inquiries; frequently deal with elected officials and the general public• Manage calendars for 5 directors using Microsoft Outlook; arrange all travel and lodging needs while staying within strict budget guidelines; schedule and coordinate conferences, including booking venues, catering, etc.• Prepare various statistical, financial and special reports as necessary; plan and direct or assist in the administrative activities of several grants• Design and distribute forms to be used throughout the department; administer contracts with vendors; purchase supplies; take on other duties as assigned

Burlington, Vermont Area

• Provided administrative support to the Executive Director and Board President, including coordinating mailings, filing, faxing, e-mailing, tracking expenses, and screening calls• Managed calendars, booked travel, hotel rooms, and car rentals, and provided itineraries • Created spreadsheets and reports for special projects; scheduled conference calls; provided transcription services; planned and organized meetings and luncheons• Supervised and trained lower-level administrative and office assistants • Liaised with direct reports, superintendents and board members on all aspects of their positions• Took minutes at monthly board meetings and distributed to board members

Bachelor Of Science (B.S.), Business Administration And Management, General

Business Administration with a concentration in Business Information Systems

Certificate, Hospitality And Tourism Management