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Palm Beach Gardens, FL
... 2019 (4 years, 8 months) Project Manager Hired as an in-house agile change agent to help an esteemed RIA/broker-dealer with 4,000 financial advisors seated across 40 states. The Waterfall to Agile transformation was so successful that four years ...
- Apr 23
Boca Raton, FL
... GDL IT CONSULTING // 01.2010 - 05.2015 JM&A FAMILY SENIOR BUSINESS ANALYST & PROJECT MANAGER • Led the re-design of Dealer Incentive Trips project with an annual budget of $10M. • Saved $400K annually while improving systems, processes and increased ...
- Feb 20
Pompano Beach, FL
... Client Base: ® ATI Schools, South Florida Honda Dealer Association, Sheehy Auto Group, Hawthorne Auto Group, Precision Auto Group, School of Health Careers. Hobbs Honda, Van Chevy/Cadillac, Olathe Toyota, Vandergriff Acura, Honda of Lake Jackson, ...
- Feb 08
West Palm Beach, FL
... phone blasts and internal database Created and maintained database for analysts, accounts and historical marketing Managed dealer/ customer interviews and surveys documenting results and organizing findings Drafted and prepared department internal ...
- Feb 02
Coconut Creek, FL
... 05/06–03/07 Managed the operations of 16 locations for a premier dealer after being transferred from AT&T corporate. Responsible for bringing the authorized dealer to compliant status and opening several additional sites for the company, resulting ...
- Jan 17
West Palm Beach, FL
... Operational Excellence and Relationship Building: Managed a diverse portfolio of 36 dealer accounts, executed five floor plan acquisitions, and fostered key account relationships, earning promotion to Account Manager. AREAS OF EXPERTISE B2B & B2C ...
- Jan 15
Pompano Beach, FL
... on behalf of securities broker-dealer clients, including evaluating claims, retaining and supervising local counsel, appearing in arbitrations, supervising consumation of settlements and tracking results.Also served as a mediator and arbitrator in ...
- 2023 Dec 28
Boca Raton, FL
... Manager of distribution and inventory control for largest Toshiba copier and fax dealer in the United States. Managed five direct reports and twenty-five warehouse and delivery personnel. TBS currently operates five Florida locations from Miami to ...
- 2023 Dec 26
Pompano Beach, FL
... District Manager - Nashville, Alabama, Florida, Tennessee, Mid-Atlantic and Southern California Regions •Indirect Auto – developed auto dealership relationships & trained Auto Dealer Sales Reps exceeding goal annually •Supervised 10-12 Consumer ...
- 2023 Dec 26
Boca Raton, FL, 33433
... planned and performed 44 walkthrough meetings with business process owners in the Sales & Marketing, Risk Management, Corporate Development, Dealer Operations, Job Costing, Financial Statement Account Reconciliations, and Tax sectors/departments to ...
- 2023 Dec 24