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Series 7 and 63 and National Insurance Producer

Location:
Los Angeles, California, United States
Salary:
$100 an hour
Posted:
January 20, 2017

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A decisive, action-oriented and results-focused teamplayer who is a visionary, a critical thinker and integrity driven. Proactive and passionate about improving entities, people, processes and self. Knowledgeable business professional skilled at managing change. Offers over 20 years of diversified business success at local, national and international levels in private, public, political and bureaucratic sectors: commercial, residential and vacation rental property management, hospitality, food/beverage, retail, corporate, financial, engineering, IT, entertainment, federal, state, city, county, community based and non-profit facets. Institutes a “work smarter” methodology in all business practices. Recognized as a savvy business person with strengths in reengineering business processes, defining continuous improvement processes, building consensus, recognizing and accelerating peer’s strengths, delegating the “right” task to the “right” person, and building solid relationships, structures and foundations.

SUMMARY OF QUALIFICATIONS

***Member of the Recording Academy (Grammy Awards) since 2000***

LICENSES: SERIES 7 and 63 & 2-15 in CA, FL, OR, & AL NMLS #1507237

California Business Community Leader and Philanthropist since 1989 – 27 years

Florida Business Community Leader and Philanthropist since 2008 – 9 years

Philanthropy – 25 years

oLocal, Nat’l and Int’l Support and Fundraising

Administration – 20 years

Strategic Global Planning – 18 years

Research and Development – 18 years

Presentation Preparation and Delivery - 18 years

Proposal Development – 18 years

Financial Specialist - 16 years

(Recovery of $6 million in 2 months from stock investors; Financial Counselor; Fraud Investigator; Risk Specialist; Underwriter; Credit Analyst, Series 7 & 63, International Private Trade Placement Consulting, Banker)

Financial Education – 16 years

Business Analyst – 16 years

Sales and Marketing – 16 years

Celebrity/High End Client Relations - 16 years

Corporate Fundraising – 16 years

Concerts, Major Music, Film & TV Production – 16 years

Operations/Project Management – 16 years

Hospitality/Concierge – 16 years

Executive Managerial Experience – 16 years

Contracts, Sub-Agreements – 16 years

Instructional Technology – 16 years

(Research, Communication, Science and Philosophical)

Proactive Conflict Resolution - 16 years

Public Relations – 12 years

Retail – 10 years

Private Vacation Rentals Property Management – 8 years

Food: Runner, Waitress, Assistant Manager - 5 years

DOMESTIC AND INTERNATIONAL TRAVEL DESIRED

TECHNICAL EXPERTISE

Software Oracle, Lotus Notes, Rational Requisite Pro, Auto CAD 6, Solidworks, COSMOS, BlastPro, Visio, MS Project, MS Office 2003-2010, Acrobat Professional, Adobe Photoshop, Adobe Illustrator, Wordperfect 11, Dreamweaver, Flash, Quicken, ArcGIS 9.0, GID 7.2, SAP2000, CBARD, EPSQ

Systems Windows (95, 98, 2000, XP, Vista, Windows7&10), Ethernet, Internet, Intranet, Extranet, VPN, Video/Web Conferencing

Hardware PCs (HP, DELL, IBM, SUN SYSTEMS, GATEWAY, Compaq); Notebooks (Sony Viao, HP, Dell, IBM); Apple Macs; Network/Memory Cards; Internal/External Hard Drives; Linux Processors; Windows based servers (Dell, IBM, Linux)

Languages HTML, JavaScript

Concepts Networking, Wireless Connectivity, FTP, Website Development

Databases MS Access, Internet Web Based, Lotus Notes, Oracle, Netsuite, Quickbooks

PROFESSIONAL EXPERIENCE

Thrivent Financial - Licensed Financial Advisor: Series 7/63 & 2-15 in CA, FL, OR, AL NMLS #1507237 7/16 – Current

Wells Fargo Bank - Bank Officer 06/11/14 – 7/16

2015 Top Star Performer Award

2015 Quarter 1 Sales - Gold Level

2015 Quarter 2 Sales – Silver Level

2015 Quarter 3 Sales - Gold Level

2016 Quarter 1 Sales – Gold Level

The only Hands on Banking Financial Education Advocate approved by Okaloosa County School District Superintendant to roll out yearlong class sessions in K thru 12 starting 2015-2016.

The only Hands on Banking Financial Education Advocate approved by President of the Northwest Florida State College and Colligate.

Spearheaded active participation and membership with the Destin Chamber of Commerce under Bo Rutledge, Wells Advisors membership including business networking and local TV segment to feature Wells Fargo Charity participation, community support and Financial Education for businesses, schools and military.

Regions Financial Corp Banker - #1 in Sales 4th Quarter 2013 Destin Main Branch 07/13 – 04/14

Banker - #2 in Sales 1st Quarter 2014 Destin Main Branch

National Savings Alliance

Operations Director/Sales and Business Development 10/07 – 4/13

Executive strategic global planning, oversight and direction for the operational departments: Rental Property Acquisition, Management and Maintenance, Online Retail Operations, Purchasing, Merchandising, Sales, Customer Service, Inventory, Audit, Inspection and Legal. Executive oversight and investigative direction of all staffing levels. Strategically established partnerships and alliances: Merchants, Vendors, Co-ops, Consumers, etc. Built solid relationships with high profile clientele. Business Development. Resource leveraging. Organizational restructuring of management for all operational support programs and processes, which contribute to securing long term business relations, optimizing levels of productivity, maximizing cost avoidance and sustaining overall project success. Proactive Conflict Resolution and Mediation. Contract negotiations and overview. Oversight of creative rollout strategies to execute marketing, cross marketing, advertising, promotional campaigns and public relations. Proposal and presentation development to secure investments and other funding sources. Oversight of fundraising, event directing and production. Anticipated, implemented and executed lead opportunities for continuous growth, optimization and maximizing earning potential. Run and reviewed weekly, monthly, quarterly and annually generated reports for monitoring and tracking contracts, ownership percentages, earnings, balance sheets, budgets, salaries, bonuses/ incentives, projections, etc.

Corporate Fundraising – Raised over $15 million

Developed. Implemented and executed the 80/20 Savings Program

Dissolved initial resistance and unwillingness to change with a complimentary combination of finesse and humor with a firm or flexible stance demonstrating the ability to quickly overcome cultural differences finding a common ground of communication to achieve the highest level of productivity.

Researched industry laws, history, trends, updates, events, cause and effects, upward and downward fluctuations.

Researched company history, trends, upward and downward fluctuations and management teams.

Identified strengths to build on and areas to improve.

Set Goals: Long-term, Intermediate-term and short-term. Established requirements for achieving set goals.

Through strategic global brainstorming, designed and developed an end-to-end project scope: Developed programs/methods/plans of action. Formulated equation for success. Resource loading (recruiting/staffing). Established standardized processes for development, documentation and quality assurance. Developed a training structure. Conducted one-on-one and group training sessions.

Determined timeline, phases and tasks. Assigned tasks to staff according to matching attributes.

Budget management in maximizing cost avoidance: financial, human resources and time.

Follow-up: Determined benchmarks to measure strengths and areas of improvement by conducting status meetings and client reviews.

Relocated to Miramar Beach, FL 10/07

Premiere Productions - Vice President of Productions 2003 - Current

Strongest areas of success are research and development, securing and managing relationships with celebrity and high profile clientele, producing, making a profit, charity fundraising, organization, conflict resolution and diplomacy. Firsthand experience from A to Z in every aspect of the corporate and entertainment industries consisting of executive oversight and direction for all operational and staffing levels and firsthand experience in multi-million dollar productions, special events, fundraising, concerts, film, TV, sports, comedy. Vast experience in live productions, scheduling, set up and tear down, negotiating contracts, venue, insurance contracts, staging, marketing, advertising, promoting, coordinating street teams, public relations, press campaigns with all media outlets. Every department outperformed by optimizing levels of productivity, mitigating risk, minimizing budget waste and maximizing overall project success. She was punctual and very professional in every way.

Additional duties and responsibilities: resource leveling and referral services for organizational restructuring management of all operational support programs and processes contributing to securing long term business relations, optimizing levels of productivity, maximizing cost avoidance and sustaining overall project success. Proactive conflict resolution and mediation. Contract negotiations and overview. Oversight of creative rollout strategies to execute marketing, cross marketing, advertising and promotional campaigns. Proposal and presentation development to secure investments and other funding sources. Oversight of fundraising, event directing and production. Anticipated, implemented and executed lead opportunities for continuous growth, optimization and maximizing earning potential. Run and reviewed weekly, monthly, quarterly and annually generated reports for monitoring and tracking contracts, ownership percentages, earnings, balance sheets, budgets, salaries, bonuses/ incentives, projections, etc.

Gizmo Custom Systems – Los Angeles, CA

Operations Manager 5/05 – 10/07

Report directly to President. Under limited supervision, managed the commercial and residential operational and technological infrastructure of custom system integration. Participates in the development and implementation of policies and procedures. Prepares financial and/or operational analyses and reports, and audits current procedures to monitor and improve efficiency of operations. Manages the day-to-day activities of multiple unit line operations, and deputize for the head of the unit as required. Executive oversight, direction and training for all operational and staffing levels. Strategically establishes partnering alliances. Built solid relationships with high profile clientele. Increased sales by 70%. Increased customer retention by 90%.

Relocated to Los Angeles, CA 2005

Business Development Consultant to Empyrean Enterprises 2001 - 2005

E*TRADE Securities, Inc. – Sacramento, CA 3/99 – 1/01

Financial Service Associate/Credit Analyst/Debt Counselor

Series 7 & 63

Specially chosen to provide oversight in the recovery of $6 million within two months with a team of 10 in the Loss Recovery/Risk Management Department:

Provided quality and ownership in providing complete and accurate information to clients regarding the financial industry: stocks, bonds, mutual funds, money markets, trading, portfolios, accounting practices, financial planning, risks/advantages and market timing.

Conducted sensitive internal and external research to identify, trace, locate and recover or place claim to lost assets. Researched unsecured debt. Documented and reported suspected fraud. Identified and assessed areas of risk. Gave recommendations for preventative solutions, developed and delivered training in debt prevention, compliance issues and other risk matters. Managed and monitored monthly report generation, researched MIS reports, run and reviewed credit reports, and verified &/or retrieved funds.

Leader and team motivator. Resolved customer escalations. Productivity exceeding 72 minimum inquiries to 100 plus inquires daily.

EDUCATION

University of Phoenix - Global Business Management



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