Advanced Dealer Solutions is a premier F&I development agency specializing in the automotive, RV and powersports industries. We work to maximize the purchasing experience as well as increase F&I sales and profits as well as increase service sales and retention. Your Goals, Our Responsibility.

A2B - Aspire To Be Your Best in all facets of life: Financial, Physical, Vocational, Avocational, and Marital.

Helping individuals and families learn to manage their personal finances and move towards financial freedom and independence.

As the first International Reinsurance Company formed in Puerto Rico, Spencer Re provides participatory reinsurance programs. Clients include U.S. Automotive Dealerships, F&I Administrator Obligors and Insurance Companies. Spencer Re is also a Swiss Tax Resident and has offices in San Juan, Puerto Rico and Zurich, Switzerland. Our vertically integrated investment manager, Spencer Capital Management, a value oriented investment firm. Vertical integration ensures transparency and direct access to the investment manager.

Cunningham Lindsey is one of the largest loss adjusting and claim management companies in the world that offered a unique blend of stability, innovation and technical ability across a variety of disciplines.In my role as SVP Business Development I was responsible for generating and maintaining top line revenue for our Loss Adjusting Services, Major and Complex Loss and CAT operations. I was also responsible for developing our niche product lines such as Vale Training Solutions, GAB Robins Value Appraisal Services, Alternative Dispute Resolution (AUP and Mediation) in addition to launching new business in the US operation such as Oriel, a water mitigation review service.During my time at Cunningham Lindsey I reorganized the sales model, created and implemented an account management model, developed and rolled out a cloud based CRM, introduced a cloud based MI tool for the organization, developed new marketing strategies and materials for all product lines and introduced new workflows so sales and operations can work together more seamlessly. In addition to the above mentioned tasks, I designed new compensation plans, operating models for all of Business Development that included targeted growth strategies for key accounts and industry prospects. I also integrated the US business unit with our Global Specialty Markets team that was based in the UK. Cunningham Lindsey saw core client growth, new acquisitions increase and product diversification expand during my time there. I believe these are all attributable to my ability to select a top tier team that are positive change agents as well as assist me in challenging the way that we do business with our customers. The empowered environment that I have created is one that gives all client facing members of our teams to make the right decisions when it comes to how we should serve our client and how we can add value to the relationship.

Tidel Engineering is a market leader in the design, manufacturing and distribution of cash management solutions and smart safes. Working with strategic partners and independent distributors, Tidel designs custom cash handling solutions for a variety of end users.

Oversaw a 13 person sales force that markets and distributes a manuscript Zurich P&C policy, brokered life insurance, work comp and personal lines. Co-managed an 8 person sales team that prospects, sells and services a full line of F&I products and income development. Was one of only 30 people named to inaugural "Focus on Leadership" class designed for future leaders of Zurich.Was one of only 30 people named to newly anointed Presidents "Direct Markets Strategy Council". Was #1 ranked sales office in North America in 2009.

Ran retail operations for 26 Tires Plus branded retail locations in a four state area managing directly and indirectly over 250 people. Ran year over year profit and sales increases every year.