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Management Sales

Castaic, California, 91384, United States
January 03, 2018

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***** ******** ***

Valencia, CA. **354

661-***-**** cell

661-***-**** home

Objective: Seeking a challenging and growth oriented position in operations management where I could use my education in B.S. Business Administration as well as my technical expertise, analytical thinking, business acumen, time management, leadership and communication to make a contribution to operational efficiency and profitability.

Summary: Over 25 years of experience in management with a high standard of integrity, adept at interpreting situations, analyzing facts/data, and creating sound solutions. A track record of excellence in allocating resources, ensuring cost efficiency, motivating workers, leadership, team building, decision making, communication, arithmetic, and organizational skills.


08/15- Pres. Lamsco West Valencia, CA

Facilities Supervisor

Supervisor of multi-disciplinary teams of staff including utility workers,

6S personnel and custodial workers. Responsible for and directs, coordinates and plans essential services such as facility maintenance, 6S cleaning, waste disposal and recycling. Ensures compliance with applicable laws, safety regulations and standards issued by OSHA, EPA and other federal, state and local agencies.

11/14-8/15 Lamsco West Valencia, CA

Factory Staff- Laminum Dept.

Temp from 11/14-4/15, hired permanent on 4/15

Promoted to Facilities Supervisor on 9/15

02/02 – 10/14. Secured Investments Valencia, CA.

Sr. Financial Advisor – President / Owner

Management of a team to build a firm of licensed financial professional providing value – added ideas and solutions for high net worth clients, business owners and prospects based on their financial concerns, goals and objectives.

02/03 – 12/03 Bulldog Equipment Los Angeles, CA.

Sales Consultant

Sales, rental and service of construction equipment to general and sub-contractors. Management of a team to build a territory in the heavy equipment work force in Southern California.

2001 – 2002 Morgan Stanley Valencia, CA.

Fee Based Financial Planner

Responsible for providing financial planning and advisory services, producing modular and/or comprehensive fee based financial plans/advice that encompasses retirement, estate, charitable, investment, gift tax, stock options, business succession and risk management planning and advice.

1993 – 2001 AXA Advisors Pasadena and Woodland Hills, CA.

Registered Representative, Assistant Manager

Established and implemented strategies and portfolios with clients in the areas of retirement, estate preservation, college funding, investment planning as well as the construction of qualified plans for small to medium sized businesses. Managed and trained licensed agents on the consultative planning process and selling skills within compliance and regulator guidelines set by state departments.

1985-1994 Ralphs Grocery Warehouse Glendale, CA

Shift Foreman

Managed all aspects of the day-to-day operations. Coordinated all phases of shipping/receiving, purchasing, storage, maintenance, and inventory. Developed strategic approaches and creative solutions to cost effectively ship product. Interacted well with staff members. Resolved problematic situations in a diplomatic manner. Strong and proven track record for strong leadership qualities over 9 year period.

Skills: Strong team building, decision-making and people management skills. Good computer skills including Microsoft Word and Excel. Ability to research, collect, gather and analyze data to draw conclusions from the information to make the best decision or recommendation.

Education: Bachelor of Science – Business Administration / Finance 1992

California State University – Northridge, California

Associates of Arts – Liberal Studies 1989

Los Angeles Pierce College – Woodland Hills, CA.

Investment in Excellence Program – Training 1993

Rockwell International – Canoga Park, CA.

Licenses include – FINRA Series 7, 65, 6, 63, 24, 5 and Life, Health, and


References available upon request

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