Juan Ramon Nevarez Email & Phone Number

San Diego County, California, United States

Directed office operations including audit preparation, social media platforms, event planning, inventory, and correspondence. Actively engaged in client relationship management, for four independent financial advisors, through client records, new account opening of brokerage/advisory retirement and non-retirement accounts, online portal activation and support, account review, meeting scheduling, and form processing. Uncovered existing clients’ outside assets through deepening relationships and referred to advisors for consolidation. Self-sourced new prospects for the firm through centers of influence and networking.

San Diego, California, United States

Constructed an effective lead list though market research and relationship building, which allowed for the development of new accounts, separate market avenues, and building of the recruitment program. In conjunction with Synergy’s overall marketing plan, I developed a sales plan with specific target accounts and sales objectives, which successfully established a collaboration with a mobile physician clinic that generated continuous referrals. Built successful working relationships with providers, such as physicians, psychiatrists, CEO’s, COO’s, and business owners. Maintained an active presence in the community with a calendar of community outreach events to provide research opportunities to community members.

San Diego County, California, United States

Effectively managed full program operations for a team of 12 patient advocates, 2 administrative staff and 3 volunteers. Collaborated, audited, and oversaw behavioral health providers in San Diego County, such as skilled nursing facilities, board and cares, crisis houses, hospitals, crisis stabilization units, and substance use disorder facilities. Achieved 100% contract compliance of all county funding sources totaling up to $1.4 million dollars per year. Prepared cost analysis and restructured budget to increase efficiency, which in turn allowed for a part-time position to be turned into full-time.

San Diego, California, United States

Successfully operated two mental health facilities with a combined yearly revenue of $1.2 million and a total of 79 residents. Executed county and state contracts to 100% compliance along with deliverables. Lead a team of 2 Program Directors, 16 multi-disciplinary employees and redesigned their job duties for maximum efficiency. Acquired new vendors and negotiated pricing to increase profitability and reduced cost by 20%, while ensuring continuation, quality, and enhancement of services. Coordinated and participated upper management meetings, housing committees, and community outreach programs, which led to an increase in organization and program awareness.

San Diego, California, United States

Directed operations for a $13 million dollars per year drug and alcohol treatment center, 120 bed facility. Successfully acquired accreditation with Commission on Accreditation of Rehabilitation Facilities (CARF). Created and managed onboarding and training for new employees. Led a team of 50 employees including registered nurses, licensed case managers, counselors, administrative staff, support staff, housekeeping and maintenance. Reorganized shifts and schedules to maximize efficiency and coverage. Designed and implemented training programs, which contributed to an increase in productivity and program efficiency.

San Diego, California, United States

Efficiently managed program operations for a sub-acute psychiatric residential facility, 36 bed facility. Successfully achieved Short-Term Residential Therapeutic Program (S.T.R.T.P.) accreditation through rigorous state and county contract compliance. Designed 100% of curriculum for staff and developed their skills to execute it. Shaped onboarding and training program for organization. Led a team of 16 mental health/childcare workers. Organized and led committees to ensure standards and productivity.

San Diego, California, United States

Increased exposure and acquired 13 new accounts through B2B sales, cross-promotion, email marketing, conversational marketing, guerilla marketing, brand marketing, customer marketing, and social networking. Recruited and successfully trained 6 staff resulting in increased client return rate of 80%. Maintained and grew organization through customer relationship management (CRM), community outreach, and account management process. Provided over 250 children and their families, a rich and learning environment through character development and soccer.

Master Of Business Administration - Mba, Finance

Currently Enrolled

Bachelor Of Arts - Ba, Psychology

Conferred