My role at JobsOhio is to develop and execute the financial services sector strategy. With one of the largest financial services sectors in the U.S., Ohio can serve as a platform for becoming an insurtech and fintech hub. I work with global partners to attract new companies to the state. Ohio has several large banks and insurance companies that may be looking for expansion or M&A activity. A major focus is to create and forge relationships with leaders at those companies so Ohio is top of mind when growth opportunities arise.

Responsible for growing and cultivating client relationships by working with an account team and internal partners to develop marketing programs that increase credit sales. My goal was to strategically align with the brands I served in order to create an optimal, loyal customer base.

Partner with clients to develop unique insight into consumer behavior. Using that insight, we create and manage customized solutions that change consumer behavior and enable our clients to build strong, mutually beneficial relationships with their customers.

Oversight of financial health, capital structuring, debt, equity and strategic value of $10M property development company. Also manage renovation projects of various sizes and scopes. Accomplishments: • Direct responsibility of a $10M P&L with accountability for control, monitoring, reporting and compliance• Prepare budget and forecast analysis for properties individually and comprehensively • Developed and implemented strategic growth plan to achieve 40% CAGR• Established finance control management guidelines to improve data integrity• Eliminated multiple single points of failure through robust training and process streamlining• Reduced unit renovation timeline by 30% and unit renovation expenses by 25%• Implemented tighter inventory controls to reduce slippage and waste at job sites

Selected to join an elite team of industry professionals leading management consulting engagements in the identification of state agency cost avoidance, cost reduction, risk mitigation and operational improvement opportunities.

Led financial planning and analysis for $50B Public Sector Retirement Plan business unit transacting $80M in revenue quarterly. Provided financial forecast and trend analysis, developed budgets, identified merger and acquisition opportunities, defined corporate transformation strategies, and preparation and review of financial reports to analyze trends and forecast future revenue and expense activity.

Provided financial and investment services to individual clients and group plan participants. Educated clients on understanding investment objectives and how specific investment options fit into their portfolio.

Led statistical analysis for annuity and mutual fund performance. Provided statistical variance and forecasting analysis, actuarial modeling, managed corporate credit rating adjustments, and conducted ad hoc internal SOX audits.

Maintain and repair electrical and environmental systems on KC-135 aircraft.

Led development of cradle to grave client acquisition/retention strategies for $160B company providing disability, leave management, and employee benefits programs to Fortune 100 clientele. Developed acquisition marketing materials, evaluated claims to attain optimal outcomes for clients and company, acted as mediary for high-profile clientele in claim resolution.