PROFESSIONAL SUMMARY
Business and IT Professional (joint MBA and Master’s in Management Information Systems) with extensive experience in team building, sales, information technology, analytics, management, financial services product management, and human resources. Responsibilities have encompassed overseeing operations and managing an IT department in an Agile environment; overseeing a personal book of business valued at $35Million; Presiding over a board with four other Directors to oversee a $600K annual spend; and acting in an advisory capacity in providing strategy, economic and public policy insight to government regulators and industry professionals. Experience has led to a thorough understanding of interpersonal skills, quantitative reasoning, C#, XML, HTML, SQL, JAVA, Visual Basic, HTML, XML, Agile, Salesforce, PowerPoint and exceptional verbal and written communication and presentation skills.
Professional Experience
EASYFOID.COM LLC, Wauconda, IL 2013 to Present
Partner
Oversaw operations and managed the IT department in an Agile environment.
Designed the company website using C# utilizing the .NET framework and Asynchronous Java Script and XML (AJAX) enabled controls along with Cascading Style Sheets (CSS) and HTML to ensure a positive user experience.
Converted the company website to its current form in PHP to utilize WordPress for SEO purposes running on a Linux Apache Server with MySQL and PHP (LAMP) in Google Cloud.
Performed physical site build including negotiating lease agreements, equipment acquisition, and office layout.
Oversaw all customer service, contracts, sales, marketing and order fulfillment for an online forms processing system.
Aggressively marketed products through search engine optimization, online marketing channels and grass-root efforts resulting in the acquisition of over 36,000 clients while operating at a 100% profit margin.
J.P. Morgan Securities LLC, Hoffman Estates, IL 2018 to Present
Registered Representative (Officer)
Grew personal book of business to include 620 direct clients representing $35Million in deposits and investments.
Identified untapped business markets and championed a successful pilot resulting in 40% overall account growth in 4 months.
Utilized Salesforce software to prioritize and monitor workloads, identify high-value clients, and build relationships resulting in millions of dollars in investments.
Fortified relationships with all clients by leading my market in outbound calls to ensure all customers were kept up to date and felt appreciated.
Became the official Culture Champion for employee communications through dedication to the company’s business resource groups and uplifting encouragement of all employees.
Obtained SEC licenses (FINRA Series 6 and 63 licenses) and completed the Securities Industry Essentials (SIE) along with my Illinois Insurance Producer’s License and Notary License to become the firm’s Registered Representative.
Provided world-class customer experience resulting in becoming the top site in my market within one year.
Imputed my prior business ownership knowledge and skill to business client.
Roanoke Insurance Group (A Munich Re Company), Schaumburg, IL 2006-2017
New Product Development Manager
Managed the new product development for specialized insurance products in the import and international trade community
Acted in an advisory capacity in providing strategy, economic and public policy insight to government regulators and industry professionals.
Generated and closely monitored monthly statistical reports using SQL paired with advanced MS Excel features and reported detailed profit and loss projections to upper management.
Oversaw all considerations including contract negotiation, regulatory compliance (Code of Federal Regulations [CFR] and United States Code [USC]), underwriting, claims, IT/system design, collections, client demands, etc.
Drafted petitions to government agencies and wrote the standard operating procedures for the handling of each product.
Contracted five regular-use attorneys and managed four administrative assistants.
Provided global seminars and webinars using Microsoft PowerPoint to explain products offered and also created training videos to explain products to all new hires and update regarding policies and procedures.
Obtained 38 government issued insurance licenses to ensure legal compliance and became the firm’s Authorized Agent with the Department of Insurance.
Menards Inc., Batavia, IL 2004-2006
Manager
Oversaw 10 direct reports for a leading national home improvements retailer.
Met with the President (Larry Menard) at the corporate facility in Wisconsin to review and provide feedback about products to be offered.
Implemented a tracking system to track payroll to sales along with the number of customers each employee assisted throughout each shift and used that data to determine employee hour allotment to optimize profitability.
Provided consulting services to general contractors and customers regarding building materials, plumbing and electrical projects.
VOLUNTEER EXPERIENCE
Huntington Club Condominium Association, Hoffman Estates, IL 2006 to Present
President / Directing Officer
Oversaw corporate strategy while overseeing two direct reports (Property Manager and Attorney) with up to 15 sub reports.
Presided over a board with four other Directors to oversee a 240 unit property along with the $600K annual spend.
Analyzed our financial position and worked with the board to re-structure the management team and implement aggressive policy changes resulting in the elimination of $800K in debt while building reserves to over $400K and reducing membership dues from $330 to $264 per month.
Represented the association and board during monthly homeowner meetings, litigation proceedings, and was the primary decision maker in regards to managing the property valued at over $36M.
EDUCATION
MBA/MIS Kellstadt Graduate School of Business 2022 (Anticipated)
Bachelor of Science (Business) DePaul University 2004