Commercial real estate investments in the retail space.

Key Accomplishments:- Led team to exceeded sales goals- Created & championed sales goals- Developed & implemented standard operating procedures- Created training materials- Remediation of training inefficiencies- Conducted all new hire training- Designed and implemented a new custom CRM- Corrected budget inefficiencies within the call center- Conducted time studies- Created positive company culture- Staff RecruitmentCreated department budget used in financial projections to illustrate cash needs to investors. Actively collaborating with contracted developers to create a fully integrated CRM, predictive dialer and automated lead contact solution. Work closely with investors and management team to ensure the call center consistently achieves required sales metrics. Created training materials for use in the call center and across the national sales team. Developed company-wide standard operating procedures.

Key Accomplishments:- Sourced I.T. professionals- Developed & implemented standard operating procedures- Created training materials- Implementation team for new CRM- Developed a positive company culture- Performed time studies for clients- Remediation of client inefficiencies- Led team to meet client service level agreementsDirected day-to-day operations, client satisfaction, sales, project construction, and coordination. Created processes and procedures to streamline client deliverables. Worked with team to implement new CRM to manage accounting functions, client support requests and other critical metrics to meet client SLA agreements. Conducted process studies for clients to help identify I.T. deficiencies and coordinated with architects and implementation teams to correct.

Key Accomplishments:- Created operational budget- Managed $1.5M renovation- Travel & event planning- Due diligence team- Staffing & payroll for investments- Supported CEO & executivesI served as the executive assistant to the CEO. My responsibilities included office operations, building management and event planning. I was also tasked with managing the building operational budget, travel and schedule coordination for all executive staff. Responsible for planning of advisory board meetings and build of board packets. In this role, I managed several building projects including $1.5M in renovations. This role allowed me to use my skills in the areas of organization and construction project management while gaining a solid understanding of mergers and acquisitions. I had the opportunity to learn about large deal structure, actively participate in the due diligence process, and investment strategy while in this role. I later moved to Quantum Services Group that was a Quantum investment. Most recently I have been allocated to Renew Med, also a Quantum investment to serve as the project manager.

Key Accomplishments:- Created & maintained operational budget- Created employee handbook- Payables & receivables- Cash basis accounting- Exceeded sales goal of $1M annually- Staffing & payroll- Materials sourcing & job costing- Saved company $5,000 annually in insurance inefficiencies- Project ManagementManaged construction projects from inception to completion including sales, pricing of projects and client status reports. Created contracts, invoicing, proposals, placed construction liens, and managed materials sourcing. Responsible for creating advertising and marketing pieces for use in sales appointments. Managed all human resource functions including the creation of the employee handbook, office procedures, and forms used as well as managing employee health benefit accounts. Performed all accounting functions and preparations for year-end tax filings and insurance audits.

Key Accomplishments:- Created training programs- Remediation of staff training deficiencies- Created & implemented performance metrics- Created annual training budget- Cross-trained staff- Created curriculum for schools- Technical training for staffCreated and delivered technical presentations for membership and staff. Created training materials and training metrics for all job functions within the organization. Trained all new staff and cross-trained existing staff to perform job functions and identify cross-sales opportunities. Trained staff and students in student-run branches to use CUPS and Microsoft Office Suite. Identified training deficiencies and created training curriculum to satisfy those deficiencies. Created and maintained department annual budget and business plan.