Client Relationship Project Management

ANDREW GIRARDI

SKILLED STRATEGIC LEADER AND CLIENT RELATIONSHIP BUILDER

Location: East Aurora, NY Email: **************@*****.*** Phone: 716-***-**** LinkedIn Profile PROFILE SUMMARY

Adept and enterprising business leader with diverse career experience across operations, project management, and learning and development. A skilled communicator, with a proven track record of building strong client relationships, operational systems, and teams that drive revenue and organizational performance. Core Competencies Include:

Strategic Management Business Operations Team Leadership Client Relationship Management Sales Learning and Development Community Outreach Mentorship and Coaching Finances & Budgeting Marketing & Branding Compliance and Ethics Negotiation Skills Problem-Solving Customer Service EXPERIENCE

Senior Executive Advisor 05/2024 - Present

ESource Corp. Fractional Learning Leaders, L&D, IFS, and ERP Staffing and Consulting

● Responsible for building and delivering the Go-to-Market global strategy for our secure Artificial Intelligence Learning & Development Expert Assistant Chatbot and associated services.

● Strategizing with customers on placement of learning & development resources and Fractional Learning Leaders.

Managing Partner 07/2024 – Present

Shaw Learning Centers

● Our learning centers currently provide education for temporarily displaced students. I am responsible for growing our scope to include additional services for college bound Seniors.

● Opened a new school in Dunkirk School District, staffed and operating with 9 students.

● Expanding new schools across the US, while sustaining current schools in Western New York. Independent Insurance Broker 11/2021 – 12/2023

The Financial Guys Home and Auto, LLC – Williamsville, NY

● Managed a portfolio of thousands of personal and commercial lines clients as an independent owner and operator leading clients through the full sales cycle, building operational practices to strengthen performance, and consistently achieving personal sales and performance goals.

● Secured strategic partnerships with 25 diverse insurance companies, leveraging business development and outreach strategies to foster alignment and negotiate agreements.

● Administered company budgets and financial data analyzing expenditures, forecasting costs, and ensuring proper fiscal management.

Agent Owner 06/2019 – 11/2021

State Farm – East Aurora, NY

● Leader of client services and operations as Agent Owner implementing business development tactics to expand the book of business by 750 policies within the first year & drive premium revenue to $2.2 million.

● Managed a sales team of five assessing performance, training on best practices, coaching on sales strategies, and cultivating a high-performing team ranking in the top five in the territory.

● Implemented marketing and sales strategies leveraging social media and other platforms to enhance brand visibility, engage potential clients effectively, and expand business reach. Led multiple community engagement initiatives, benefiting local organizations such as Boys & Girls Clubs, schools, and fire and police departments.

Senior Project Manager 02/2015 – 06/2019

Xerox – Rochester, NY

● Challenged with project management directive from CEO/CFO for implementation of Sarbanes Oxley standards requirements. Defined project goals with cross functional team of all finance and accounting senior leadership divisions. Facilitated intricate business process modeling sessions for all divisions. These sessions included meticulously documenting and flow-charting financial and system transaction workflows and identifying financial and system control points to ensure SOX compliance. Implemented review cycles with all divisions, Internal controls group and external auditors to ensure proper financial/system control identification and adherence.

● Managed implementation and training deployment for new financial control recording and monitoring tool for all North American and Europe finance, accounting and internal control groups.

● In evaluation phase, 0 significant deficiencies were reported to audit committee for 2 years following project completion. Accredited by our external audit committee as a model for others to follow with SOX control, document and workflow compliance.

● Simultaneously, as part of my Six Sigma Green Belt project, developed employee onboarding training for all finance and accounting utilizing documentation and workflows generated through SOX compliance project.

Director Learning Services / Business Development Manager 02/1998 - 02/2015 Xerox – Atlanta, GA

● Developed and directed corporate learning and development consulting group. Managed team consultants for development of complex L&D solutions, instructional design, learning management system implementations and IT integration rollout training. For the Retail vertical, created specialized onboarding solutions with a distributed learning solution platform on a mainframe architecture and obtained a Patent for this design.

● Designed, Developed and Implemented a comprehensive learning program for all of Xerox Sales vertices. Our team was awarded by Xerox Sales Education and Learning for the program design, development and rollout both ILT and E-learning into proprietary LMS.

● Business Development leader for learning services focused on developing new offerings to generate new revenue streams that resulted in exceeding $1 million for each of five major clients. Collaborated with cross-functional teams within our Knowledge Management, Intellectual Property Protection, and Language Services groups.

EDUCATION

Bachelor of Arts, Economics and Mathematics

Union College – Schenectady, NY

CERTIFICATIONS

Chatbot Developer (ESource AI University)

Prompt Engineering (ESource AI University)

Project Management Professional (PMP)

Lean Six Sigma Green Belt

Microsoft Certified Professional and Microsoft Certified Systems Engineer NYS Insurance Licenses (Property & Casualty and Life & Health) PERSONAL INTERESTS AND ATHLETICS

Collegiate Football, Union College Collegiate Lacrosse, Union College Avid Golfer and assisted in coaching the inaugural EA girls golf team in 2023 Passion for Men and Women Collegiate and Youth lacrosse Administrator for EA girls high school lacrosse team Co-Founder and Managing Partner Chris Wanat Football Memorial Scholarship Habitat for Humanity Volunteer (Atlanta & Buffalo 2000 – 2006)

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