Experience

AllGen Financial Advisors

• Financial Services
• 1 - 100 Employee

• Fiduciary Financial Advisor

  • Nov 2020 - Present

  Orlando, Florida, United States Allgen Financial Services, Inc. is an independent fee-based Registered Investment Advisory (RIA) firm. We are a world class team of trusted advisors each having an area of expertise that when combined provides all the direction and tools you need regardless of your stage in life or socio-economic position to help you reach and maintain financial freedom. We provide you highly tailored financial planning and investment management that helps you define where you currently are and where you want… Show more Allgen Financial Services, Inc. is an independent fee-based Registered Investment Advisory (RIA) firm. We are a world class team of trusted advisors each having an area of expertise that when combined provides all the direction and tools you need regardless of your stage in life or socio-economic position to help you reach and maintain financial freedom. We provide you highly tailored financial planning and investment management that helps you define where you currently are and where you want to be, then we develop a course to get you there and manage your investments along the way. We are committed to helping individuals, families and small businesses better manage their finances and investment portfolios. We help our client’s plan for retirement, college education, estate planning, debt reduction, charitable giving and tax strategies. We specialize in wealth management via fee-based discretionary money management and manage our client’s investments in Trusts, 401(k) plans, 403(b) plans, IRA rollovers, Roth IRAs, brokerage accounts, corporate accounts, SEP, SIMPLE and other retirement accounts. Allgen is based in Orlando Florida, and services clients nationally. Show less



CHEP

• United Kingdom
• Transportation, Logistics, Supply Chain and Storage
• 700 & Above Employee

• Manager, Demand Generation and Growth Guidance

  • Mar 2013 - Jun 2020

  Orlando, Florida Area • Averaged 47% increase YoY in number of marketing-generated sales leads and 91% in average revenue growth • Continuously learned and applied strategies to both new & existing campaigns • Proven record of working with vendors to maximize performance while removing costs • Managed demand generation campaigns that resulted in approximately $26M in revenue • Funded a SEM pilot that provided a 380% ROI in only four months by negotiating vendor contracts.

• Sales Operations Senior Analyst

  • Oct 2010 - Mar 2013

  Orlando, Florida Area • Developed & implemented KPI scorecards for Sales Leadership, Customer Ops, Retail, et al. • Revised and improved the Sales Funnel to become a more transparent view of sales opportunities and provided more customer and competitor insights • Created an analyst collaboration forum widely accepted and championed at the executive-level. This forum promotes cross-functional collaboration and sharing of best practices • Consistently worked with both IT and Sales to improve sales and… Show more • Developed & implemented KPI scorecards for Sales Leadership, Customer Ops, Retail, et al. • Revised and improved the Sales Funnel to become a more transparent view of sales opportunities and provided more customer and competitor insights • Created an analyst collaboration forum widely accepted and championed at the executive-level. This forum promotes cross-functional collaboration and sharing of best practices • Consistently worked with both IT and Sales to improve sales and marketing processes

• Transaction Management Analyst

  • Jul 2007 - Oct 2010

  • Reduced EDI rejected transactions by 44% through improved processes and automation • Implemented coordinator scorecards, including controls, KPIs, and measures • Led a Six Sigma Greenbelt project that reduced the number of invalid PO corrections by 60.4% • Led the Customer Transaction Management core team to consistently improve corrections, achieving YoY KPI goals • Consistently delivered quality and timely insights and reporting



Walt Disney World

• United States
• Entertainment Providers
• 700 & Above Employee

• Marketing & Sales Analyst

  • Feb 2000 - Nov 2006

  Orlando, Florida Area • Compiled and analyzed financial information for Disney brands, segments and special markets • Consistently forecasted budget expenditures within 0.5% of actual spending • Super User, Power User and Trainer on enterprise applications (i.e., SAP ERP & SAP BW) • Performed financial forecasting and reconciliation of labor and operating expense accounts • Led financial reviews with Vice-Presidents and Managers on a monthly basis



Starwood Hotels & Resorts Worldwide, Inc.

• Hospitality
• 700 & Above Employee

• Food Beverage Manager

  • Dec 1996 - Jan 2000

  Orlando, Florida Area • Managed forty employees in three outlets • Trained food and beverage staffs for Dolphin and Swan resort properties • Analyzed market and guest trends to maximize revenues • Developed monthly budgets and forecasts for each outlet • Initiated incentive programs which increased employee performance • Led team to increase lunch sales from 8% of available guests to 18% • Exceeded expectations by achieving a 15.5% profit contribution on $4 million in revenue

• Food and Beverage Manager

  • Nov 1995 - Dec 1996

  Dallas/Fort Worth Area • Increased business by 40% with marketing promotions, pricing strategies, & menu strategy • Consistently exceeded department’s expected contribution – regardless of revenues • Manager of the Quarter - awarded for outstanding leadership and financial performance