Finance Intern Communications Manager

EDGAR MARTIN ROLDAN

(Ed M. Roldan) ***.*******@*****.***

LinkedIn Mobile: 408-***-**** or/ 6519

OVERVIEW

Proven Business Leader and entrepreneur with extensive experience creating and managing businesses across the finance, defense, government, technology, retail, and assisted living industries. Key skills include:

•HR • Training & Management • Warehousing/ Logistics/ Facilities Management • Marketing & Sales

•eCommerce • Tax, Accounting & Financial Mgmt • Information Technology• Certified in Project Mgmt in Progress

PROFESSIONAL EXPERIENCE

ATTORNEY ET AL, INC. 2017 – Date

Primarily an Academic law firm but also gets involves in litigation when a case is of interest. Providing resources and a platform to connect lawyers and the public, recently IPO’d at $10M valuation with no company debt.

Executive Vice President

Sets vision and strategy for the sales team; develop specific industry and territory plans to ensure growth in all revenue streams

Help build out a differentiated approach to successfully engage the West Region. Create the strategy to not only grow our exiting active large enterprise accounts but to penetrate and grow our share in our D/NN accounts.

Builds a network of executive relationships with key customers and partners that can be leveraged

Own holistically the West Region budget and provide a weekly perspective to the state of the West region contributions to the executive boards mission.

Create a culture that cherishes the pursuit of the “forever metrics” – pipeline growth through repeatable process for demand gen.

Provide thought leadership in discussing and communicating company strategy with the virtual account team

Create process and/or assist account team in identification, pursuit, negotiation, closure, and implementation of opportunities

Develop and share an effective internal network

Conduct territory / account reviews with team members and virtual team

Manage territory and account assignment

Provide coaching and account strategy support throughout sales cycle(s)

Facilitate individual growth and development

Public Relations and Investor prospecting.

The Republicans recognized the value of the company’s proposal and got it enacted in part and promised to get it fully enacted later. Our CEO was awarded The Ronald Reagan Gold Medal and it was given at a ceremony by Vice President Cheney in Washington DC

PATRIOT CONSTRUCTION CO, LLC (Co-Op Mountains Edge General Contractors, Inc.) 2021-Date

Commercial & Residential home construction, Landscape engineering & Design spaces

President & Managing Partner

● Company was incorporated under my leadership. Restructuring of company objectives considering the Covid-19 Pandemic that struck the USA.

Continuation of the projects and customer base for R&B Enterprises (DBA, PATRIOT CONSTRUCTION COMPANY-Originally a Sole Proprietorship).

R&B ENTERPRISES (DBA, PATRIOT CONSTRUCTION COMPANY). 2008-2021

Senior Project Manager/ Design Engineer

Local businesses in the home construction and landscape engineering & design spaces

Develop and share an effective internal network

Projects include Seafood City, Cupertino, California & Residential buildings, Hayward California

Formulated and currently in development a Nursery Business franchise to support the existing 2 businesses and eventually branch out to prospective franchise ownership

NEW YORK LIFE INSURANCE (Western Region – Silicon Valley) 2012-2013

Insurance industry leader

Licensed Financial Services Agent

● Part of pilot program promoting group presentation as a sales channel – first presentation in a health facility landed 30 new policies (customers) in 2 days.

TRANSAMERICA FINANCIAL ADVISORS 2009-2011

Financial advisory company managing over $1B in assets

Commissioned Sales & Marketing Specialist (Financial Services)

● Commissioned Sales & Financial Services, Business & Retirement Planning. Sales & Education of Annuity,

IULs, Whole & Term Life Insurance products. Recruitment, Leadership & Team building

VINTAGE SENIOR MANAGEMENT 2008-2008

230 bed capacity senior care facility

Director of Business Operations

● Managed 9 other directors, responsible for restoring a run-down business office back to operational excellence including Accounting & Bookkeeping, HR, Nursing (client care), Client Activity Events, Alzheimer’s Unit, Med Tech, Kitchen, Housekeeping & Facilities departments

FREMONT RETIREMENT VILLA (formerly ROLDAN RESIDENTIAL CARE HOMES) 1993-2008

Assisted living facilities in the Bay Area, CA

Founder and Owner, RCFE Administrator

● Responsible for daily operations, achieving steady growth from early years as a startup through to company sale to grow to a larger capacity facility

NORTHERN TELECOMMUNICATIONS CORPORATION. 1990-1994

Prior multinational telecommunications and data networking equipment manufacturer

Software Systems Engineer / TAC (Technical Assistant Center) Engineer

●Met time critical deadlines and FCC, Telco, and FTC requirements to maintain flawless integration of software changes to operate switches without interruption to various geographies

●Responsibilities include JCL coding; parameter calculations and manipulation; understanding inter-workings of Meridian Business Phone System; provide technical support to field; provide reports to engineering managers for all completed jobs

LOCKHEED MARTIN MISSILE & SPACE 1989-1989

Government construction division

Finance intern

● Assisted manager with financial Analysis preparation and presentation to executive directors and management

GRODINS OF CALIFORNIA 1982-1985

Prior largest high-end clothing store for business professionals in the US.

Retail Manager

●Highest paid sales professional in the store, and selected to participate in many company events including the Christmas Fashion Shows/Christmas Sales Event for Top Sales Performers

●Promoted to Store Manager of the Eastridge Mall Store, San Jose, CA

EDUCATION

CAL STATE EAST BAY – COLLEGE OF BUSINESS & ECONOMICS 1987-89

Bachelor of Science: Business & Information Technology (major); Math & Quantitative Analysis (minor)

Certifications:

●Community Care License, Assisted Living: multiple courses required to run an RCFE as an Administrator or Executive Director

●San Jose State University: Electrical and Electronics Engineering, Physical Sciences & Mathematics

●Kaplan University: Financial Services Professional, Financial Planning & Services

●Comcast Sales & Marketing Training Center: Sales Professional Certificate, Entertainment

ADDITIONAL

●Certified Construction Project Manager – Colorado State University Global (2022 In-Progress)

●Programming experience: Some college and internship experience

●Skills: QuickBooks Accounting, QuickBooks Professional, QB POS, Yardi, CRM, eTime Payroll, Microsoft office 365 suite,

●Technical Troubleshooting (Office Computers, Software, Office Equipment, Networks, Security Systems, Emergency Call Systems, Mechanical, Electrical & Telecom Products),

●Business Writing (English), Insurance. Project Management, Carpentry, Forklift & Skid Steer operations

●Interests: Gardening and Landscape Design, Home Construction & Design, Fishing, Camping, Mechanical repair, National Parks, Museums, Military, World events, Finance & Investments

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