Franchise Owner

• Sep 2021 - Present

Franchise Owner

• 2013 - Present

Smoothie King is a smoothie food retailer that caters blended fruit-based drinks. First opening in 1973 as a stand-alone vitamin shop in Kenner, Louisiana, Smoothie King now encompasses over 600 locations. The mission of Smoothie King is to relentlessly influence and help more & more people achieve a healthier lifestyle. I partnered with an existing Smoothie King franchisee to open a new retail location in the Memphis, Tennessee area. Current construction and development for a South Grand Prairie is pending. This new location should be ready for business by Spring 2017. Established and integrated the functional strategies of the business utilizing industry expertise to reach financial/operational goals and objectives. Provided majority of funding for this startup. Currently monitoring sales activities to achieve ultimate business efficiency. Show less

Founder / Head of Business Development

• Jan 2013 - Dec 2015

Established and integrated the functional strategies of a startup mattress company utilizing business experience to reach financial and operational goals. Provided the initial funding to start the company. Responsible for driving day to day sales by interacting with 10-12 prospective customers in person or by phone and providing the overall functional benefits of our products and services. ▪ Achieved a profit in each month of existence by consisting refining our consultative sales practices and marketing plans for our local market. Built relationships with local businesses and mattress manufactures to help facilitate the growth of our business. Exceeded $600K in annual sales revenue in first year of existence. Consistent revenue numbers occurred in Year 2. ▪ Expanded the mattress showroom floor over 100% from 14 initial beds to over 30 beds within 6 months of opening to maximize the fully usage of our retail area and meet the needs for a wider range of customers. ▪ Facilitated the addition of special financing for customers after 3 months of opening as an alternative payment method to accompany our exciting debit/credit or layaway options. Increased monthly stores sales by 15%. Show less

Marketing Coordinator/Multi-Line Representative

• 2012 - 2013

State Farm is a family of insurance and financial services companies that together serve tens of millions of customers in the U.S. State Farm offers many lines of business totaling over 100 products. State Farm is a mutual company that makes its primary focus its policyholders. State Farm has more than 65,000 employees and more than 18,000 agents service 82 million policies and accounts throughout the U.S. The mission of State Farm is to help people manage the risks of everyday life, recover from the unexpected, and realize their dreams. While at State Farm, I was brought on board to launch and shape the marketing framework for my cousin's new family operated State Farm Insurance franchise from the ground up working in a contract capacity. Marketed and sold a wide range of insurance products, including auto, home, life and health insurance, mutual funds, annuities, new car financing and refinancing. Show less

Retirement Solutions Sales Manager

• 2010 - 2012

Fidelity Investments is an American multinational financial services corporation. It is one of the largest mutual fund and financial services groups in the world. Founded in 1946, the company has since served North American investors. Fidelity Investments manages a large family of mutual funds, provides fund distribution and investment advice services, as well as providing discount brokerage services, retirement services, wealth management, securities execution and clearance, life insurance and a number of other services.As a Retirement Solutions Sales Manager, I led a team of 15 Associates interacting with terminated 401(k), 403(b), 401 (a), 457 and Pension plan participants educating our clients on the benefits of Fidelity’s product offerings and services. Responsible for mitigating risk by reviewing and approving specific transactions and monitoring client phone interactions. Show less

General Management Apprenticeship Program (GMAP)

• 2008 - 2010

Chosen as one of 20 internal candidates out of Fidelity’s 40K employee pool for the inaugural class of a 2-year, 6 month rotational program designed to develop high-potential talent through leadership training and business challenges. Assistant Branch/Branch Service Operations Manager: Dallas Investor Center – Dallas, TX Engaged in operational activities of the branch including driving scale and profitability through operational efficiencies, management of branch infrastructure and organizing branch processing efforts. Supported Fidelity retail clients face to face with issues ranging from complex service requests to investment guidance on products and services.Project Manager, Define Benefit Transformation – Marlborough, MA Performed an in-depth cost benefit analysis on condensing the amount of code used to operate and implement clients on Define Benefit Platform as an alternative method to reduce cost on the Define Benefit platform. Evaluated Business Unit 2009 financial results and 2010 budget to identify trends, cost gaps and savings of Year over Year line items.Project Manager, IT Transformation – Boston, MASupported the IT Transformation Team by tracking the progress of company-wide technology reduction of applications, databases and systems within Fidelity's technology enterprise. Analyzed multiple technology business cases centered on the alignment of business priorities with technology; evaluated migration of redundant platform to new platforms.Client Experience Associate, Fidelity Institutional – Jersey City / New York CityMolded the formation of an Institutional Service team to drive customer satisfaction with 2 valuable National Financial (NF) clients. Coached Associates on their phone interactions to help drive customer satisfactions scores. Assessed the potential of expanding Fidelity’s International Trading capabilities and forecasted client phone volume. Show less

Service Manager

• 2007 - 2008

Led a team of 18 Phone Associates by primarily monitoring their phone calls to coach and provide feedback on trends with customer interactions to enhance the overall customer satisfaction experience for Fidelity clients. Mitigated risk by managing trading activities and reviewing all transactions to adhere to compliance polices. Accountable for hiring into our retail organization. Responsible for coaching and the development of new hire representatives.

Senior Financial Services Representative and Facilitator

• 1999 - 2007

Trained 40 new Associates annually in electronic communication and instant messaging technologies in Texas and Salt Lake City. Built a new Electronic Response curriculum by collaborating with our Project Managers and integrating electronic response day-to-day processes into a simplified document currently used to educate new Associates.▪ Approved written correspondence created by Associates prior to submission to shareholders, ensuring compliance with Fidelity, FINRA, NASD, NYSE and SEC policies & procedures; 98% of shareholders receive responses to online submissions within 24 hours. Delivered feedback to Associates that required correction to their correspondence.▪ Developed electronic responses for current and potential shareholders regarding market data and investment concerns; improved confidence of non-verbal communication and online interactions. Show less

Financial Service Representative

• 1998 - 1999

Increased new accounts through great service, suggestive selling and knowledge of Fidelity’s products and offerings