Experience

Healthy Healthcare

• United States
• Insurance
• 1 - 100 Employee

• Founder & CEO

  • Jan 2020 - Present

  With over a decade of experience in health insurance consulting, my team of licensed health & life agents help small businesses and their employees, people that are self-employed/1099, and individuals of all ages evaluate and select the health and life insurance that is right for their needs and budget. Business Clients (2 - 100 employees): My team of licensed agents can write individual plans on National PPO networks that are structured to mimic group healthcare plans, in addition to writing true group health/life plans on any major provider for 2 - 100 employees. We save our small business clients thousands of dollars per year on health coverage and provide both a customized and high touch approach to each and every employee that is based upon their individual health needs and budget. Individuals/Self Employed: You don't have to work for a company to get great health insurance on National PPO Networks, like United Healthcare, Aetna and First Health. My team can write individual plans in the private market with better premiums, lower out of pocket costs and customizable supplemental coverages that ARE NOT Obamacare/Marketplace, med-shares or short-term plans. Many of our individual clients end up holding their policies for years, even when offered company group health plan options. Once we confirm our clients are covered on the health side, we implement the right life insurance products to meet their current and future needs to protect their families and create wealth for the next generation. Show less



VIP

• United States
• Professional Services
• 1 - 100 Employee

• Director of Client Solutions

  • Aug 2019 - Apr 2020

  At VIP, I worked with CEO's, CFO's and Business Owners on determining what help they needed in their leadership to fill gaps or complete complex projects. My team and I helped solve problems or fix deficiencies in Accounting, Finance and Risk/Compliance departments. At VIP, I worked with CEO's, CFO's and Business Owners on determining what help they needed in their leadership to fill gaps or complete complex projects. My team and I helped solve problems or fix deficiencies in Accounting, Finance and Risk/Compliance departments.



KBKG - Tax Credits, Incentives & Cost Recovery

• United States
• Business Consulting and Services
• 100 - 200 Employee

• Regional Director

  • Dec 2016 - Aug 2019

  I helped small to mid-sized firms determine eligibility for the following tax credits and incentives: -Research & Development Tax Credit Service -Cost Segregation Tax Service -Repair v. Capitalization -Energy Tax Incentives (45L and 179D) -Employment Credits -3115 filing support -IC-DISC I helped small to mid-sized firms determine eligibility for the following tax credits and incentives: -Research & Development Tax Credit Service -Cost Segregation Tax Service -Repair v. Capitalization -Energy Tax Incentives (45L and 179D) -Employment Credits -3115 filing support -IC-DISC



Tatum by Randstad

• Business Consulting and Services
• 300 - 400 Employee

• Director of Business Development

  • Dec 2015 - Dec 2016

  At Tatum, I specialized in helping companies $50 MM and up with on-demand C-suite executives and senior-level professionals to help them manage critical initiatives in accounting, finance, technology, compliance and transactions. At Tatum, I specialized in helping companies $50 MM and up with on-demand C-suite executives and senior-level professionals to help them manage critical initiatives in accounting, finance, technology, compliance and transactions.



Oasis

• United States
• Human Resources
• 400 - 500 Employee

• PEO/Employee Benefits Specialist

  • Feb 2011 - Jul 2015

  Through Oasis, I worked with small and medium sized business owners with 10 - 1000 employees to shift employer related liabilities away from their business, implement best practices within HR to keep them compliant and capable of attracting and retaining top employees, as well as reducing their daily/monthly administrative duties related to HR, Benefits and Compliance. I also cultivated and developed ongoing relationships with channel partners around the country by creating and managing monthly events and strategic marketing campaigns, which resulted in approximately 80% of my business coming from referrals. Show less



Insperity

• United States
• Human Resources
• 700 & Above Employee

• PEO/Small Business Benefits Specialist

  • Oct 2008 - Feb 2011

  I worked with small to medium sized businesses in the Addison and North Dallas area. I worked with hundreds of owners and C-Level management members to assist them in determining their current and future strategies as it relates to the company's HR management. I worked with small to medium sized businesses in the Addison and North Dallas area. I worked with hundreds of owners and C-Level management members to assist them in determining their current and future strategies as it relates to the company's HR management.



Easy Sale Corp

• United States
• Software Development

• Director of Inside Sales and Operations

  • Feb 2008 - Sep 2008

  As Director of Inside Sales and Operations, I managed 2 departments, consisting of 20+ employees, who were responsible for all customer inbound and outbound communication, as well as the staff that photographed and wrote the listings for the consigned items. In the 8 months I was at Easy Sale, I right-sized my departments by reducing our staff by 50% and implemented more efficient policies and procedures to maximize profits and increase customer satisfaction. I also worked with the founders on creating two additional revenue streams for the company, one of which is still active and successful in the cell phone redistribution market. Easy Sale was a start-up online consignment company that had an army of box trucks to pick up items from a home or business to be sold on eBay directly from our 25K sq. ft. warehouse in Arlington. Show less



Pi Systems International, LP

• Grand Prairie, TX

• President

  • Apr 2003 - Feb 2008

  After working with Pi Systems LLC since 1998, I took over as President of Pi Systems International in 2003. As President, I oversaw and managed a staff of 25 employees, consisting of Operations, Purchasing, Accounting, R&D, Technical Support and Sales & Marketing. I also worked directly with our investors and development partners and managed all relationships with the certification vendors, which included Visa International, MasterCard, and financial transaction processors around the world. I also built and maintained relationships with our US and International distribution network, which consisted mainly of ATM Third Party Servicing companies (TPM's) and Independant Sales Organization's (ISO's) that own and operate their own ATMs. Pi Systems International developed a retrofit encrypting pinpad and black box solution called the 3 DES Fix, to upgrade approximately 800,000 non-compliant existing Diebold and NCR ATMs around the world. Pi Systems International, in partnership with high-level software engineers, developed the hardware and software solution, certified, packaged, distributed, installed and supported our custom solution worldwide. Show less



PI Systems

• Israel
• Defense and Space Manufacturing
• 1 - 100 Employee

• Operations Manager / Shareholder / Board Member

  • Jul 1998 - Feb 2008

  Pi Systems LLC was a leading provider of onsite IT services for government agencies and private firms, including Johnson & Johnson Medical, Tarrant County, and Fujitsu/ICL since 1989. Starting in 1999, Pi Systems became active in the sales and servicing of ATM equipment all over Texas. Pi Systems also provided ongoing technical assistance and sales for the 3 DES Fix for Diebold and NCR ATM's from 2004 - 2008. Throughout my 10 year career with Pi Systems, my responsibilities included Sales, Project Management, Technical Services, Strategic Planning, and Financial and Operations Management. Show less