Every business owner, at some point, is faced with a challenge that seems insurmountable. You are not alone. Are your strategies working? Are your top and bottom line both growing? Are you building an effective team that is efficiently executing your plan? These are just a few of the challenges that we face on a daily basis. Working with the team at SoCal Strategy is like adding additional offices to your C-Suite. You gain instant experience from executives that have actually identified and solved the problems you face everyday. Whether you are big or small, established or early-stage, we have the experience that you need.SoCal Strategy provides access to experienced resources for virtually every business discipline:BUSINESS STRATEGY The SoCal team has expertise in strategy development and implementation and the experience to help efficiently transform your business. SoCal can fine tune your financial modeling and monetization strategy and provide assistance with capitalization and funding. OPERATIONS AND EXECUTIONSoCal brings years of experience in organization structure refinement, process and workflow engineering and project management. SoCal can also build a platform to identify and measure your key business metrics and provide support for staffing, outsourcing and technology needs. SALES AND DISTRIBUTIONSoCal partners have managed teams of all sizes and can optimize your efforts with product and pricing strategy, sales process and pipeline refinement and deep analysis of acquisition and conversion costs. SoCal will also show you how to drive customer retention and lifetime value. MARKETING OPTIMIZATIONMarketing, in a time of rapidly changing social media trends and consumer preferences, requires discipline and focus. SoCal can help you with brand and promotional strategies, web design and content creation, social media optimization, lead generation, PR planning and more.Visit us at www.socalstrategy.com

Offered in the Cloud, Swyft delivers a sophisticated on-demand rules based messaging and alerting system that consistently pushes relevant product and service content to any and all points of customer interaction - call centers, smartphones and tablets, websites, retail stores, and interactive voice response (IVR) units. The result is increased revenue and wallet share at a lower cost - and more satisfied customers. Swyft’s clients are in many industries including telecommunications, banking, insurance and cable.

Co founder

Managing Director Retail Financial Services

C Level responsibility and subsidiary/operating divisions in finance, human resources, loan production, sales and marketing.