Patricia King, Mba Email & Phone Number

Greater Orlando

Providing my clients with holistic financial planning services and offering a full comprehensive range of financial, investment and insurance solutions and employee benefits to individuals and corporate clients.

Maitland, Florida, United States

Registered Representative offering securities products and services through NYLIFE Securities LLC. (Member FINRA/SIPC), A Licensed Insurance Agency.

Orlando, Florida, United States

As a licensed agent of New York Life Insurance Company I offer a variety of products that can help you meet a number of insurance and financial needs, including, but not limited to business succession planning, college funding, retirement, managing costs for extended periods of care and lifetime income strategies. Please contact me to help you fully analyze your needs and recommend appropriate solutions.

Sanford, Florida, United States

Orlando, Florida, United States

• Responsible for the collection and analysis of weekly and monthly sales data.• Worked closely with the CEO and VP of Sales to provide detailed analysis and commentary of overall monthly sales performance by category, channel and account.• Worked closely with the sales team to help identify sales variance gaps for pricing, volume and revenue and explained root causes of these gaps.• Collaborated with the Director of Marketing on a comprehensive competitive analysis report using Nielsen syndicated data to help identify trends and variances against competitors, and assess the performance of products as it relates to competitors and the market. Provide insight into channel and category.• Prepared and reviewed 3-year trend report to determine trends in productivity by category, channel, account and sales representative.• Led a 3-month project gathering data from various departments in an effort to provided training to new and current employees on the history of the company, its supply chain process, channel positioning, process of garlic production, planting, harvesting, garlic sizing and process flow.

Orlando, Florida

• Reporting of financial data for annual budgets and monthly forecasts for 22 sites of MVW’s timeshare division.• Use financial modeling, accounting knowledge, analysis and reporting techniques to accurately consolidate, review and perform analyses and summaries regarding the monthly performance of the timeshare business segment. • Proactively look to develop new processes and increased efficiency of manual processes by 60%.• Created pipeline analysis report that helped identify and close sales gaps, increasing Q4 revenue growth by 20%. • Assist leadership in the creation and validation of strategic financial decision models and ad-hoc analyses for key organizational strategies and initiatives.• Process monthly and quarterly bonuses for sales director and sales teams.• Prepare, analyze and explain data for month end close and annual budget process.

Orlando, Florida

• Create and submit sales forecasts based on historical and market trends. • Analyze and report sales data to evaluate current sales goals and increase sales productivity.• Responsible for building and managing the Quarterly Business Planning model for all CSD & NCB packages.• Assist management in developing and reviewing the sales budget.• Identify variances in volume, dead net revenue and dead net pricing between plan, forecast and actuals.• Recommend changes to forecast to improve forecast accuracy.• Manage and track ASP (Account-Specific Program) budget.• Provide weekly and periodic sales reporting to region directors and SVPs.• Manage all pricing/cost for the Publix South East and Mid-Atlantic Regions for the Publix account.• Analyze PBC/bottler Short Pay reports and work with sales team toward resolution to reduce risk.• Pay and reconcile all account invoices and bills.• Strong analytical acumen.

Orlando, Florida

• Managed all pricing/cost for the Publix South East and Mid-Atlantic Regions for the Publix account, including, but not limited to the submission of on-ticket pricing and cost changes in SMART Selling Deal and weekly collaboration with Sales Analyst to ensure full alignment between Publix Portal and PepsiCo system on all Publix promotions.• Worked closely with Publix CSD and NCB buyers to ensure correct and timely submission of all promotions in the Publix portal.• Analyzed PBC/bottler Short Pay reports and work with sales team toward resolution to reduce risk.• Provided analysis of package performance for field and First Focus initiatives (includes analysis of market share, category share, dollar growth, etc.).• During Sales Analyst absence, provided ERT reports/Excel tracking and performance of package-specific ads to the Publix Beverage Team.• Set up payment of quarterly feature ad, equipment selling season and holiday funding.• Collaborated with NCB lead on promotional strategies/ placement of ads and TPRs.• Ran monthly PBC Scorecard/Independent Bottler Performance Scorecard Report. Provided performance summary to bottlers, Publix team, market directors and VPs.• Produced Quarterly Promotions initiatives to all bottlers for alignment.• Aligned with bottlers on all new items/innovation.• Manage Innovation Tracker weekly and send to HQ• Manage Publix Innovation Online Matrix weekly for HQ Innovation team.

Orlando, Florida

• Specialize in personal injury law including automobile accidents, premises liability, dog bites, mold cases, and third-party worker’s compensation claims.• Meet and interview prospective clients in and out of the office and evaluated their cases.• Gather necessary documents to strengthen a case including medical records, police reports, prior court filings, insurance policies, etc. Review and summarize them in order to identify missing records and create a factual timeline.• Conduct all pre-suit work up of cases and handle subrogation/liens.• Draft settlement demands to liability carriers. • Provide Spanish translation during mediation.• Handle clients’ PIP claims and property damage

• Worked with attorneys to handle and expedite court pleadings and documents in order of priority and in compliance with statute of limitations.• Assisted with legal research and writing, drafting of discovery documents and responses, transcription, scheduling of hearings and depositions.• Assisted in the preparation of medical malpractice suits by organizing and preparing medical records for trial, obtaining medical insurance lien information and outstanding medical bills of clients for preparation of trials.• Handled Spanish translation of correspondence and documents; assisted Spanish-speaking clients and the firm’s private investigators with translating interrogations of clients of opposing counsel for pre-trial discovery purposes.

Bachelors, Legal Studies

Masters, Business Administration, B+ (3.6 Gpa)