Experience

Coastal Wealth LLC

• United States
• Financial Services
• 1 - 100 Employee

• Financial Services Professional

  • Mar 2023 - Present



NYLIFE Securities LLC

• United States
• Financial Services
• 700 & Above Employee

• Financial Services Professional

  • Oct 2021 - Mar 2023

  Registered Representative offering securities products and services through NYLIFE Securities LLC, Member FINRA/SIPC, A Licensed Insurance Agency. Registered Representative offering securities products and services through NYLIFE Securities LLC, Member FINRA/SIPC, A Licensed Insurance Agency.



New York Life Insurance Company

• United States
• Financial Services
• 700 & Above Employee

• Agent

  • Feb 2021 - Mar 2023

  Agent licensed to sell insurance through New York Life Insurance Company. Agent licensed to sell insurance through New York Life Insurance Company.



SonCoast Quality Construction, LLC

• Brooksville, Florida, United States

• Director Of Finance And Operations

  • Aug 2020 - Feb 2021

  The Director of Operations role is also the director of finance for the company. Primarily responsible for ensuring the effective and efficient financial, administrative and operational functions of SonCoast QC. Regularly evaluates organizational efficiency and makes necessary changes to maximize staff productivity. Assesses the needs of the company and finds ways to contribute to the big picture by ensuring daily operations run smoothly and as efficiently as possible. Duties include a full range of responsibilities in the following areas: Financial Management -Reporting -Accounting & Finance -Budget -Cash Flow & Forecasting -Internal Financial Control -Statutory Compliance and Filing -Payroll Administrative & Operational Management -HR Management -Insurance & Licenses -Safety & Security -Policies & Procedures -Contract Billing & Tracking -Office Space & Systems Show less



T-Mobile

• United States
• Telecommunications
• 700 & Above Employee

• Zone Manager, Metro Sales

  • Feb 2020 - Aug 2020

  Spearhead business operations through pursuing opportunities to improve profitability through cost containment, efficiency improvements, and revenue generation. Boost revenues and bolster sales activities while establishing and nurturing mutually beneficial relationships with employees. Serve as autonomous project manager for complex initiatives. Communicated progress of monthly and quarterly initiatives to internal and external sales teams.Key Accomplishments: Motivated sales team to exceed targets, achieving 120% payout. Steered development managers through COVID-19 pandemic to achieve sales goals safely and responsibly. Mentored high-potential candidate in Next Level program in 2020. Show less

• Sr. Account Manager, Indirect Accounts

  • Nov 2008 - Feb 2020

  Provided extensive support in sales, technical, and business areas for key accounts. Communicated corporate objectives through all divisions, utilizing regular correspondence and scheduled status updates. Motivated and guided team members to meet and exceed sales targets. Elevated account management by predicting competitive threats, forecasting, and outlining proactive solutions. Liaised between account holders and departments, effectively communicating, cultivating customer satisfaction, and upholding company policies and protocols. Generated high quality documents, spreadsheets, and internal and customer-facing presentations utilizing PowerPoint and Excel.Key Accomplishments: Oversaw and managed $10M+ book of business across 10 accounts. Amplified revenue-generating products by 1,875% for largest volume dealer in Orlando market in 2019. Drove YOY business growth through ambitious operational leading, strategic vision planning, and long-term goalsetting. Achieved average of 123% of sales goals in 2019. Designed customer survey card program resulting in market recognition for highest customer satisfaction. Analyzed Shopper Trak data for national account resulting in average conversion increases of 3%. Recognized as Winner’s Circle three times, Metro Elite in 2019, and Top Account Manager in 2018. Identified errors in national sales contest resulting in company-wide correction. Protected vulnerable distribution regions by adding 10 new stores within three months. Show less



GOSS FOUNDATIONS, INC.

• United States
• Construction
• 1 - 100 Employee

• Purchasing Manager

  • Dec 2006 - Nov 2008

  Submitted monthly reports to senior management. Sought and secured reliable vendors to provide quality goods at reasonable and fair prices. Designed and implemented sourcing and purchasing strategies. Maintained database of approved suppliers. Tracked and analyzed company expenditures, seeking novel ways to decrease expenses. Determined and managed key performance indicators (KPIs) Key Accomplishments:  Coordinated logistics for $100M annual operations.  Identified and targeted critical procurement issues, saving $14K+ in 10 days through forensic audits of previous purchases. Show less