Responsible for expanding Samuel Mueller shower and bath product line into senior living marketLed company's successful bidding process to be selected as an approved supplier for Hilton Hotels-North America in 5 product categoriesGenerated 2 new, successfully bid senior living projects for Samuel Mueller ADA shower and bath products within first 3 monthsAssumed full account management responsibilities for company's largest customer with 7 locations and over $20mm in annual sales. Responsibilities include sales order processing and fulfillment, logistics coordination with shipping and receiving departments, inventory management, and daily shipping and backorder updates to customer's executive management teamCollaborated with graphic design team on the concept and design of new Samuel Mueller Senior Living marketing brochureWorked with Director of Purchasing and Product Development to develop pricing for new Samuel Mueller ADA shower unitsDeveloped expertise with company's internal sales software by supporting inside and outside sales team members

Oversaw the operations of a full service home healthcare, home infusion, and hospice company with a patient census of over 300, 100+ employees, and $12mm annual revenueManaged the financial department with the company controller as direct report. Oversaw internal financial reports, accounts payable, and daily cash flowCollaborated with the director of reimbursement on cash forecasting and accounts receivable agingOversaw the HR department, including payroll management, and working with external benefits broker to implement and update employee benefits programsLed the sales and marketing team. Maintained and grew key physician account relationships in over 50 unique key account physician practices. Planned and organized customer events for key accountsWorked with sales team and external developer to develop Order MVI referral app to streamline the process for physicians and other referral sources to refer patients for homecare and hospice services. The app resulted in sustained average annual growth of patient referrals of 17%Expertise in sales of a wide variety of home healthcare and hospice products and servicesManaged inventory and purchasing for a specialty infusion pharmacy. Worked with the pharmacy manager to ensure the optimal pricing of drugs and medical supplies Oversaw the company's response to COVID-19. Worked with pharmacy manager to secure all necessary PPE for field staff and patients. Worked in concert with executive team and physician medical director to develop company protocols to ensure field staff and patients were as safe as possible. Facilitated weekly management meetings with physician medical director to continue to update company COVID protocols as new information became available. Secured all available COVID financial assistance (PPP, CARES Act, Employee Retention Tax Credit, etc.) to allow company to continue operations during the pandemic. Completed all required documentation and reporting on COVID financial assistance

Managed a territory of over 100 unique customer accounts, including physician offices, rehabilitation facilities, and long term care and assisted living facilitiesCultivated and deepened relationships with physicians, social workers, case managers, and other key referral sources to consistently grow territory referral base by 20% annuallyDeveloped and maintained individualized orthopedic surgeon protocols for post-knee, hip, and shoulder replacement patients to ensure care provided was tailored to the attending surgeon's exact specifications. Protocols were reviewed and updated with our surgeon customers on an annual basisDeveloped and maintained hospice care protocols at long term care and assisted living facilities. These protocols ensured MVI staff were providing care to the facility's specifications and were following facility's rules, regulations, and procedures. Protocols were reviewed and updated with facility staff on an annual basisUtilized physician and facility protocols, along with MVI's comprehensive in-home skilled care services, in consultative sales approach with referral sourcesHandled physician, facility, and patient questions and complaints. Addressed any complaint with our clinical director and attending clinician to develop a plan of action. Followed up with physician, facility, or patient to ensure corrective action was taken and problem was resolved to their satisfactionDelivered weekly wound cam photographs to attending physicians as part of MVI Wound Cam protocol. Photographs included wound measurements and clinician notes to keep physicians updated on patients' wound healing progressPerformed presentations for physicians and other referral sources to demonstrate company's value proposition of being the premier comprehensive, in-home skilled care organization in the Youngstown-Warren areaTrained and mentored new sales representatives in relationship based sales model

Provided comprehensive, ongoing financial planning services to clientsSpecialized in retirement planning, protection planning, and education planningContinued to acquire new financial planning clients via referrals from existing clients

Provided ongoing, comprehensive, fee-based financial planning services to clientsProduced and implemented annual marketing plan for continued client acquisition growth. Utilized a multi-faceted approach to client acquisiton through existing client referrals, private client referral dinner program, lunch and learn presentations, and corporate generated leadsPromoted to district manager in third year with firmHelped train first year advisors in manager-in-training roleReceived the First Year Top Achiever Award for finishing in the top 10% of first year advisors company-wideReceived the Centurion Award for initial client acquisition results during my first quarterCompleted the Chartered Retirement Planning Counselor (CRPC) designation from the College for Financial PlanningMaintained Series 7, Series 66, and State of Ohio Life and Health Insurance licensure

Responsible for the recruiting, training, and development of new financial advisors. Attended local job fairs to recruit potential candidates Developed relationships at local college business schools and career centers for recruiting purposesConducted career seminars at local branch office along with initial interviews of potential candidatesAdvised the local Field Vice President on final hiring decisions Trained new advisors by helping to develop an initial marketing plan, drive client acquisition, identify potential clients within the advisor's natural market, drive production results, and help the advisor achieve first year milestones