As a current licensed Realtor and Broker I represent my clients through the home buying and selling process. As a member of the Realtor Association of Sarasota and Manatee, B Local Real Estate is here to support our clients throughout the process. Whether you are buying your first home, selling a current property, looking for an investment property, or opening your next million dollar business Atlantis Realty is here to help you accomplish your goals. We are a boutique firm focusing on building customer relationships and fostering a professional attitude that brings fun and excitement into the sometimes stressful real estate process. We have agents that specialize in residential, investment, and commercial interests to fit anyone's needs.

- Quota Buster Award 2017, 2018 and reached goal for 2019- CAE Award for Excellence 2018- Implemented Virtual Demo Procedures that closed $3.4M in sales for CAE.- Took responsibility to manage Florida and Georgia for three months while current Territory Sales Manager was out on leave resulting in roughly $250,000+ of additional sales and $1,500,000 additions of pipeline growth.Associate Sales Manager the state of Florida. I specialize in our mid-low fidelity simulation products for Nursing, EMT, Paramedic Programs, and Fire Programs. Frequently attending regional shows, personal demo and lunch and learns at customers sites. My goal is to help institutions reach their curriculum goals and enhancing/improving student learning and experiences to make them better professionals.

Worked within two sales territories which include the states of: Florida, Georgia, South Carolina, Tennessee to exceed sales quota of new leads and service agreements. Managed new and existing customer relationships using effective communication and implementing superior relationship building techniques. Worked with regional sales manager and associate sales managers to create comprehensive strategies marketing plans, and tactics to grow and support sales revenue targets within territories. Uncovered new opportunities and presented products that fit the needs of the customer and supported both regions reaching goal. Key Outcomes:- Exceeded sales revenues quotas as established by leadership team including warranty and lead to conversion quota.- Created investment book and awarded over $200k in funds from CAE to renovate the product showcase.- Implemented red carpet service for VIP customers and training customers that come to Sarasota facility.

Senior Financial Analyst reporting directly to the Chief Financial Officer of CAE Healthcare. Senior Financial Analyst, April 2010 – July 2016Managed the Monthly Operating Report (MOR) for the head of finance to present to corporate. MOR consists of income statement, balance sheet, statement of cash flows, forecast, gross margins by product, and accounts receivable. Assisted in preparation of investment books with Product Managers by creating investment analysis using cash flow analysis, payback period, net present value of the investment to determine ROI.Key Outcomes:Created yearly operational budget of approximately $76 million in expenditures.Produced monthly budget-to-actuals report for 26+ departments Led weekly sales and operations meetings to determine and manage high-level forecast figures and created new tracking to manage efforts.Provided Key Performance Indicator reviews for each department.Month-end package and Stats for intangibles assets.Project Management: Provided reporting services to project managers for all opened and closed projects for the company.Created, reviewed and processed monthly allocations for the company (head count, facilities, overhead).Supporting Roles: Audit support, Deltek intangible reconciliation, Monthly commission calculation, Approve-to-pay review

Represented first-time homebuyers and investors in the Sarasota and Manatee area on a part-time and referral only basis.

Recognized all revenue for the company, between four to seven million dollars a month. Review allfixed asset additions and disposals. Posted amortization and depreciation for tangible and intangible fixed assets. Accrue and voucher royalty payments monthly. Coordinated with the Controller to confirmmonthly duties are completed in a timely manner to ensure a four-day accounting close isaccomplished.

Promoted to worked with CFO and department heads to create yearly operational budget of approximately $58 million. Create, evaluate, and distribute financial reports and summaries to all cost centers of the company. Hold monthly meetings with the cost centers to evaluate their performance and ensure they are on track to stay within their allotted budget. Review and post all inventory transactions weekly. Prepare inventory summary including: raw, WIP and finished goods. Prepare monthly KPI (Key Performance Indicators) packets for six department heads. Create, report and evaluate all company projects. Calculate monthly sales commissions. Payroll back up.

Created and sent invoices to customers daily. Uploaded government invoices in the Wide Area Work Flow (WAWF). Monitored the accounts receivable aging report that averages between $10-12 million (domestic, international, government agencies, and distributors) and contacted customers to ensure all payments were made in a timely manner. Created cash forecasts for quarter and year-end for the CFO. Ensured all cash goals were met for quarter and year end. Cash goals ranged from four to seven million dollars a month. Maintained the royalty spreadsheet.

As a Financial Advisor, I provided financial, wealth management, and insurance advice to clients and potential new customers. Responsible for recruiting new business and managing current clients to show a positive investment return. Built client relationships through networking events and association memberships. Planned and executed financial seminars and exposition events. Cultivated business relationships through phone calls, door-to-door introductions and other area events. Licenses obtained: Series 7, Series 66, Series 31, and Life, Health and Variable Annuities Insurance.

Managed residential real estate sales between buyers and sellers in the East Orlando area. Coordinated with mortgage brokers,title companies and other party members to ensure smooth transactions and on time closings. Planned appointments with potential clients to view available properties on the market. Maintained current relationships with past customers. Sustained constant open communication with my broker and other associates on current deals and events in the real estate industry.