Experience

LCS Real Estate

• United States
• Real Estate
• 1 - 100 Employee

• Senior Investment Manager

  • Jun 2023 - Present

• Senior Portfolio Manager - Asset Management

  • Mar 2022 - Jun 2023



Keurig Dr Pepper Inc.

• United States
• Food and Beverage Services
• 700 & Above Employee

• Regional Manager

  • Apr 2018 - Mar 2022

  - Leadership role designed to achieve financial and strategic goals along with continuous improvement at a region operations level, overseeing $400M area of 30 branches - Support region leadership and branch management with quality data and analytics to influence effective decision making, and achieving business plan growth - Prepare monthly financial reporting and analysis, P&L variances, forecasts, business review presentations, KPI development and tracking, while identifying and broadcasting on risks and opportunities Show less



Ruan Transportation Management Systems

• United States
• Truck Transportation
• 700 & Above Employee

• Pricing Manager

  • Feb 2016 - Apr 2018

  A privately held, family owned, $1B+ logistics and transportation company- Responsible for the management, administration, and execution of financial results related to pricing activities for new and existing customers - Oversee annual price and rate review to ensure maximization of revenue streams, and maintain profitability- Partner with engineering team establishing KPIs to track performance vs. original pricing and design model- Recognize and report on progress, roadblocks, and performance goals to Senior Executive and Leadership teams Show less

• Pricing Analyst

  • Feb 2014 - Feb 2016

  - Utilize cost-based pricing models by working with internal departments to recommend and justify pricing decisions for new and current business opportunities- Analyze data, determine sample size, and run software programs for new business prospects to obtain routing solutions and regulate resources needed. Manipulate software configurations as appropriate to obtain results- Summarize and communicate completed design and pricing solutions to appropriate sales and operations staff. Also participate in any post-project meetings, conference calls, and discussions as project progresses through the proposal stages- Conduct and consult on special studies for customers to solve distribution problems and answer questions to optimize and improve operations- Develop KPIs, and perform rating and operating statistic auditing on existing business as needed Show less



Wells Fargo

• United States
• Financial Services
• 700 & Above Employee

• Mortgage Specialist

  • Feb 2013 - Feb 2014

  - Liaison between Underwriters and Home Mortgage Consultants for customer refinance applications; held accountable by production, quality, and customer loyalty - Work with customers to acquire data and documentation to help move application to closing - External business partners included Title & Escrow entities, Insurance companies, the IRS, HOA’s, and other departments - Liaison between Underwriters and Home Mortgage Consultants for customer refinance applications; held accountable by production, quality, and customer loyalty - Work with customers to acquire data and documentation to help move application to closing - External business partners included Title & Escrow entities, Insurance companies, the IRS, HOA’s, and other departments



Principal Financial Group

• United States
• Financial Services

• Broker Dealer Specialist

  • Jul 2012 - Oct 2012

  • Processed and placed manual trades; authorized and allocated dividends; settlements from previous days trades – auditing money coming in vs. money going out • Research and breakdown out-of-balances between the fund house and the broker dealer • Extensive time spent in Excel and Access formulating queries and tables extracting data • Processed and placed manual trades; authorized and allocated dividends; settlements from previous days trades – auditing money coming in vs. money going out • Research and breakdown out-of-balances between the fund house and the broker dealer • Extensive time spent in Excel and Access formulating queries and tables extracting data



Strategic Growth Capital

• United States

• Business Development, Fampus.com

  • Jul 2011 - Jun 2012

  Social media start-up and event database for students and universities - Contact and create affiliation with venues and local businesses by establishing RSS feeds to integrate into database - Travel across the Midwest negotiating co-promotional events with area businesses - Associated with University of Nebraska-Lincoln, University of Iowa, Iowa State University, University of Wisconsin-Madison, Drake, Simpson, and Grandview Social media start-up and event database for students and universities - Contact and create affiliation with venues and local businesses by establishing RSS feeds to integrate into database - Travel across the Midwest negotiating co-promotional events with area businesses - Associated with University of Nebraska-Lincoln, University of Iowa, Iowa State University, University of Wisconsin-Madison, Drake, Simpson, and Grandview



Studio Australia Barcelona

• Spain
• Wellness and Fitness Services
• 1 - 100 Employee

• International Business Intern

  • Jan 2011 - May 2011

  - Helped research and develop business plan into expanding markets – UK, France, Netherlands, and Germany - Installed and implemented new record-keeping software and trained current employees - Proposed marketing strategies to help attract new clients - Helped research and develop business plan into expanding markets – UK, France, Netherlands, and Germany - Installed and implemented new record-keeping software and trained current employees - Proposed marketing strategies to help attract new clients



Marsh & McLennan Companies, Inc.

• Client Relations Intern

  • May 2010 - Aug 2010

  - Internship designed to expose us to several areas of the company; sales, marketing, client relations, and employee benefits - Updated certificates of insurance with carrier/database and created geo-maps pairing clients with Executives/Advisors across the country - Implemented “Fish!” theme throughout entire department, created by Pike’s Place Fish Market in Seattle, WA - Internship designed to expose us to several areas of the company; sales, marketing, client relations, and employee benefits - Updated certificates of insurance with carrier/database and created geo-maps pairing clients with Executives/Advisors across the country - Implemented “Fish!” theme throughout entire department, created by Pike’s Place Fish Market in Seattle, WA



Northwestern Mutual

• United States
• Financial Services
• 700 & Above Employee

• Financial Representative Intern

  • Jan 2009 - May 2009

  - Met with potential clients and reviewed personal, professional, and financial goals - Prepared illustrations and personal needs analysis to present to potential clients - Recommended product solutions such as life insurance, disability insurance, and long-term care to address potential risks/needs - Met with potential clients and reviewed personal, professional, and financial goals - Prepared illustrations and personal needs analysis to present to potential clients - Recommended product solutions such as life insurance, disability insurance, and long-term care to address potential risks/needs



ING

• 1 - 100 Employee

• Distributor Services Intern

  • Jun 2008 - Aug 2008

  - Interactive internship program spending time with multiple departments to learn more about organization - Worked with internal and external financial representatives to process requests to sell ING products - Conducted license updates, address changes, background checks and other such tasks for agents - Interactive internship program spending time with multiple departments to learn more about organization - Worked with internal and external financial representatives to process requests to sell ING products - Conducted license updates, address changes, background checks and other such tasks for agents