Experience

Specialized Office Support

• United States
• Business Consulting and Services
• 1 - 100 Employee

• Owner

  • Jul 2016 - Present

  Lakeland, Florida, United States My passion lies with business owners who want to see the fullest potential and value of their companies. As a skilled business owner, myself, my 30+ years’ experience is always being challenged. I've been there: expenses eating away cash flow; productivity decreasing due to a bottleneck in the operational system; keeping a team collaborative day in and day out focused on a single goal. The list is endless. Business ownership isn't for the faint of heart. But it can be made much… Show more My passion lies with business owners who want to see the fullest potential and value of their companies. As a skilled business owner, myself, my 30+ years’ experience is always being challenged. I've been there: expenses eating away cash flow; productivity decreasing due to a bottleneck in the operational system; keeping a team collaborative day in and day out focused on a single goal. The list is endless. Business ownership isn't for the faint of heart. But it can be made much easier. I use business frameworks to organize the essential parts of any company. Understanding these parts and drivers of value creates your business map. I then support business owners with processes that connect, automate, and optimize their operational systems. We make sure your operational system is efficient, understood, and well-implemented to achieve the maximum value for you, your employees, sub-contractors, and most importantly, your customers. Finally, we add the best fit of technology to your process, so it is reliable and efficient maximizing productivity, time, and money. When you add this all together: Frameworks + Process + Technology = Systems, a business owner has a business that is easier to understand for both their clients and their teams, leading to enhanced customer service and overall efficiency and better company value. Every business owner wants to go from good to great! Book a call or send me a message to begin the conversation for a better-valued company. Show less



Zephyr Business Coaching

• Business Advisor

  • Aug 2022 - Present

  Lakeland, Florida, United States As a business owner, how is your workload these days? Are you doing tasks you haven’t done in years because you don’t have enough staff? Are you micro‐managing? Feeling overwhelmed? Being in the middle of things is neither healthy for you nor for your business long term. Personally, it’s a recipe for burnout, and professionally, your business will be less valuable with you doing all the work. Now is an excellent time to retool your company so it can start running without you… Show more As a business owner, how is your workload these days? Are you doing tasks you haven’t done in years because you don’t have enough staff? Are you micro‐managing? Feeling overwhelmed? Being in the middle of things is neither healthy for you nor for your business long term. Personally, it’s a recipe for burnout, and professionally, your business will be less valuable with you doing all the work. Now is an excellent time to retool your company so it can start running without you again. Understanding the major parts and value drivers of every business and how they work together properly will turn your business into a machine that makes money with less chaos. To get started, schedule a 15‐minute free Business Diagnosis Call to let us know what area in your business isn’t working the way it should. Then we will point you to our assessment and scheduler to get you the map and tools to better optimize business. You’ll feel more confident and gain independence for yourself as your business begins to function without you. With your business less dependent on you doing all the work, your business becomes more valuable. Ignoring your current operational chaos just keeps you running from fire to fire and eventually growing yourself bankrupt. As a business owner, you deserve a map showing you how you can own a company of value and go from disillusioned to enthusiastic about your business again. Book your free consultation https://calendly.com/sosconsults/free-business-optimization-diagnosis-session Show less



Integrity Wealth Advisors

• United States
• Financial Services
• 1 - 100 Employee

• Operations Manager

  • Sep 2013 - Dec 2018

  Middleton, Wisconsin, United States Independent brokerage firm with Wells Fargo Advisors as broker-dealer. Responsible for client account management for 4-5 financial consultants; office management; IT management of office (VOIP phone system, computer network, and connectivity to WFA VPN and services) and website and online management for the firm.



Patrick Wall Group. Ltd.

• United States
• Media Production
• 1 - 100 Employee

• CEO, Co-Owner

  • Dec 1992 - May 2018

  Multi-million dollar corporate events and corporate video production firm supporting clients with their businesses events since 1992. Our current clientele includes: General Motors, A&W Franchise Group, KFC Franchise Group, Lands End, T-Mobile USA, Millennium Pipeline LLC, IPC (Purchasing Co-op for Subway, Inc.), Michels Corporation, Long John Silver's Franchise Group.



Merrill Lynch

• United States
• Financial Services
• 700 & Above Employee

• Client Associate

  • 1986 - 1989

  Administrative assistant to several brokers in the Bloomfield Hills, MI office



WFLA-TV

• United States
• Broadcast Media Production and Distribution
• 100 - 200 Employee

• Operations and Sales

  • 1982 - 1985

  Log Editor in Operations Department 1982 -1983 Sales Assistant for Sales Department 1983-1985