Consultant for Small Businesses working on their Cash Flow, Risk Management, & Employee Retention• Specialties: Outside SalesBusiness ManagementInnovation with technologyRetirement PlansRelationship Specialist• Accounting• Tax Law Changes• Harvesting relationships with multiple business bankers and CPA's in the greater LA area to uncover new business opportunities• A dedicated representative to the CPA community - offering numerous resources, through ADP, to meet clients’ needs • Kept activities updated in CRM's to ensure visibility of the pipeline to timely management accurate forecasting and business planning• Generated consistent leads to build pipelines for various referring partner channels• Maintained a high degree of communications and transparency in all aspects of sales efforts through both written and verbal status updates• Exceled at all core sales functions, including time and territory planning, group presentations, and key accounts penetration• Consistently achieve monthly, quarterly and annual sales targets• AWARDS: District Manager of the Month for highest units sold and highest dollar amount, Fast Track Sales performer

co-work for entrepreneurs to collaborate and socialize, focus on tech and entertainment start-ups

•Manage inventory levels with cycle counts and implement maximum, minimum, and re-order points •Market financial services to customers and increase sales by 10% through commercial charge accounts •Analyze profit and loss statements•Complete door to door and phone sales calls •Collaborate on projects such as S.W.O.T. analysis and sales promotions •Execute corporate and local marketing plans through organized special promotions, displays, and in store and website events

•Assisted VP Executives creating a brochure aimed at promoting financial services and products to custodians •Conducted research on the factors that would increase future client adoption of payment settlement services •Verified capital flows daily and reported variances to the fund accountant to correct as required•Coordinated a successful shadowing event, with 200 attendees, designed to expose college bound students to different career choices

• Organized, facilitated, and tracked tutorial sessions for elementary English as Second Language students • Administered test and evaluated level of progress, identified weaknesses and addressed through writing workshops, group work, direct lessons, and hands-on activities • Implemented behavioral, disciplinary, and grade tracking systems that improved ability to identify needs and evaluate progress• 77% of my students improved their reading scores by a full grade