• Monitor and analyze the effectiveness of existing processes• Create and implement strategies to increase productivity and efficiency• Strengthen processes and controls by modernizing risk management functions• Partner with Managing Director to provide oversight and supervision to the Agency

My team provides advisors with the training, support and tools to best help people prepare for their financial futures. It's my honor to support the advisors and the company so they may best support their clients. I add value by deploying strategies that mitigate risk, while supervising teams conducting business activities in an ethical and compliant manner. My goal is to establish a strong foundation of policies resulting in improved reporting capabilities, profitable & cost efficient operations and a high level of quality service.

A Financial Advisor• Completes fact-finding process to allow for thorough understanding of clients’ financial goals and needs• Develops customized ideas and solutions for each client• Specializes in helping clients meet their protection needs through a variety of insurance products

Most Recent: Executive Team member managing Human Resources, Office Management and Finance/Accounting. Additionally, continued to manage accounts in excess of $1M revenue from sales of trade show exhibits and services.Previous: Project Management, General Management, Marketing Management, and SalesCompany offers core services for Trade Show Exhibitors, as well as a host of Non-Core Offerings: Full Service Event Marketing Solutions; Exhibits and Interiors; Interactive Brand Experiences and Brand Management; Lead Retrieval, Content Capture, Website and App Development.

Responsible for planning, development and execution of operations for U-Gas' first proprietary food service operation. Duties: menu design and execution; inventory selection, purchasing and control; pricing; hiring, training a staff of 20 or more; cash handling; and customer service.

Responsible for planning, development and execution of operations for building Missouri's most exclusive winery from the ground up. Duties: menu design and execution; inventory selection, purchasing and control; pricing; private event contract development, sales and execution; hiring, training a staff of 20 or more; wine club management; cash handling; and customer service. Responsible for establishing the operational budget and revenue plan, managing the day-to-day operations to meet budgetary goals, and creating operational reports for review by the CEO and Board.

Responsible for installing a proprietary management operating system for companies who recognize the need for reorganization, growth and savings. Work directly with Management at all levels of client organization to coach, train and mentor leaders through comprehensive culture change and installation of productivity, quality and service Key Performance Indicators, with a guarantee of sustainable process improvements resulting in continuing savings. Project experience includes Call Centers, Benefits Administration and Financial Planning in Canada, Engineering in England, and Production environments in the US, including a steel mill, tire factory and chicken processing plant. 100% travel with a team of Associate Consultants.

Responsible for sales and operation of the Augusta Grocery and Grill, Sales and Tasting Room, Weddings and Events: purchasing, inventory control, training, merchandising, development of POS system, planning and advertising for events including weddings, dinners, corporate functions, tours and wine tasting, and winery events. *Event sales increased from $290K in 2003 to $380K in 2004. *Food and Beverage Director in 2003, Operations Manager in 2004, and VP in Charge of Tourism in 2005.

Responsible for operations of a transportation, warehousing and logistics company: staffing, payroll, scheduling, sales, customer relations, budget, pricing and controls. Grew St. Louis Branch from 10,000 to 30,000 sq feet of office and warehouse space; developed communications system, uniforms, dispatching and corporate gifts for all branches: St. Louis, Indianapolis, Kansas City and Springfield. *Reduced spending 40%. *Drove St. Louis branch to #1 in profitability, growing St. Louis branch from $4 million to $5 million annually.

Responsible for all areas of food service in a chain of 40 convenience stores: 26 deli operations, 9 Taco Bell Express, 6 Blimpie, 3 Chester Fried Chicken, 2 Hot Stuff Pizza, 1 Smash Hit Subs, 1 Cinnamon Street Bakery, and 7 Old World Bakery Programs, including planning and opening 9 locations. Food Safety and Sanitation Certification for all Convenience Store and Food Service Management. *Reduced Turnover from 300+% annually to 147% in 1998. *Increased overall same store sales by 103%, and increased overall sales by 133%. *Increased overall profitability by 155%. *Achieved overall profitability in company food service where there was previously an overall loss.

Marketing and Operations liaison between Franchisees and Orion Food Systems, responsible for a Territory in Missouri and Arkansas, with 17 Hot Stuff Pizza, 7 Smash Hit Subs, and 3 Cinnamon Street Bakery locations. Maintained quality, sanitation and customer service standards of the Franchisor, while assisting the Franchisee to maximize sales, gross profits and contribution margins. Assisted with training, national, regional and local marketing, operations, employee and customer relations, inventory, food and labor costs controls. *Annual Territory sales exceeded $3,000,000, and profits exceeded $500,000. *Territory Manager of the Month, 3 of 12 months possible, 1996