Results-driven professional with a solid career track for successful businesses with high-growth potential. Exceptional communicator with strong negotiation, problem resolution skills, and client needs assessment aptitude. Equally effective at identifying opportunities, developing focus, and providing tactical business solutions. Core strengths include:
Strategic & Tactical Planning
New Business Development
Sales & Marketing
Team Building & Leadership
P&L / Financial Reporting
Human Resources Management
Client / Vendor Relations
Public Relation & Speaking
Investor Relations ConsultantJan 2016 to Current Company Name － City, State
Lead various projects and provide guidance to ensure client expectations are met or exceeded.
Identify and define comprehensive solutions for client's business opportunities and execution.
Cultivating potential investors to grow business.
Build and share knowledge and skills quickly to continuously deliver on client commitments.
Conceptualizing business ideas and developing them to a practical level.
Give recommendations and updates to senior leadership using appropriate channel, timing, and detail.
Facilitate a variety of meetings with diverse audiences.
Build and maintain professional and personal relationships while proactively growing brand.
VP Business ManagerJan 2013 to Jan 2016
Landon Jordan Motor Group, Premier Advisors Marketing, Compound Rx Marketing * Responsible for managing three enterprises under one owner.
Develop and present recommendations for business management.
Design and implementation of business materials.
Carrying out research and data collection and conducting analysis. * Preparing business proposals and presentations for various business ventures.
Originating various projects in order to grow business ventures.
Finance & Insurance Manager/ Asst. Operations DirectorJan 2012 to Jan 2013 Company Name － City, State
Joined this unique web based auto sales group to assist with its business growth and development to achieve a market position as a leading provider of auto sales and products.
Established and maintained relationships with outside lending institutions, ensured compliance of all required documentation and contracts for each lender and their various programs.
Directed the operations of the F&I department, including processing applications for customers, sales of any back end insurance products, and established programs to increase F&I sales and profits.
Directed and coordinated with sales manager and sales team on the evaluation of customer credit worthiness.
Prepared all transaction documents and loan agreements, and monitored data provisions and disclosure information on contract agreements.
Monitored and maintained all guidelines for the Consumer Financial Protection Bureau as well as compliance statutes with all local and state regulatory agencies.
Designed and supervised training programs for F&I department, sales department, and general business office employees.
Facilitate open lines of communication with owner/management, provided weekly and monthly sales forecasts, finance department reports, and profit & loss summaries.
Business Manager / Operations ManagerJan 2009 to Jan 2012 Company Name － City, State
Provided strategic direction and management for multiple office multi-lines insurance business with national recognition as the leading insurance sales call center.
Directed marketing and sales initiatives of the various health insurance products sold on a national level for several major U.S.
branded insurance corporation through the call center model.
Directed the transition from single health insurance product provider to a national provider of call center insurance products for major, limited, and supplemental insurance products in all major U.
Conducted product and business development meetings with insurance product providers in the selection of insurance products that fit the direction and growth of business as well as provided market research information to company ownership along with implementation and sales guidance.
Created, organized, and conducted seminar-style classes to educate existing and potential franchisee locations on implementation and training on new insurance products, compliance and regulatory guidelines, sales and call center cost performance analysis.
Conducted regular weekly/monthly evaluations of employee productivity, cost analysis, and office location budgets with management committee and directly to President/CEO.
Supervised/monitored roll out of new insurance products, monitored regulatory and compliance guidelines for state regulated insurance products sold via sales representatives.
Research analysis of current and future changes in industry legislation Strategic planning and research of Affordable Care Act and its impact on health care and insurance industry and markets.
Management ConsultantJan 2003 to Jan 2009 Company Name － City, State
A business management and consulting firm providing administrative services, marketing, business/client development, and personnel services for the legal/medical industry.
administrative, Premier, budgets, business management and consulting, business development, business management, BUSINESS DEVELOPMENT & OPERATIONS, business solutions, call center, Contract Negotiations, contracts, cost analysis, credit, Client, data collection, direction, documentation, finance, Financial, Financial Reporting, focus, Human Resources Management, insurance, insurance sales, Team Building, Leadership, legal, managing, market research, marketing, market, marketing and sales, materials, meetings, office, needs assessment, negotiation, communicator, New Business Development, performance analysis, personnel, presentations, problem resolution, profit, Program Development, proposals, Speaking, Research, Sales, sales manager, Strategic, Strategic planning, training programs, unique, Vendor Relations
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Job Titles Held:
Investor Relations Consultant
VP Business Manager
Finance & Insurance Manager/ Asst. Operations Director
Business Manager / Operations Manager
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