Experience

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  SOAR Communications

  • President/CEO

    • Sep 2005 - Present

    Joined SOAR as partner and president in 2005 when the agency had a handful of pro-bono clients. Grew the agency into a leader in the outdoor and bicycle industries serving high-level international companies and brands such as The Arthritis Foundation, Bergans of Norway, Bosch, Haibike, Huffy/Batch Bicycles, Interbike, Jack Wolfskin, Larry H. Miller Tour of Utah, Nordica, Outdoor Retailer, and Schwinn to name a few. Became the sole owner and CEO in 2010.• SOAR Communications is a strategic marketing communications agency focused on the Sports, Outdoor, Athletics and Recreation industries, thus the moniker SOAR.• Responsible for client acquisition through opportunity assessment, researching potential clients’ needs and objectives, developing strategic plans to meet those needs, presenting detailed plans of implementation, and earning their trust to collaboratively accomplish their business goals.• Train staff on new projects, outline client and agency expectations, provide timelines with specific dates, and monitor staff progress and provide input, help, and feedback when necessary.• Track results in real-time, identify new opportunities, or problem areas, and make adjustments to reach or exceed agreed upon goals.• Responsible of all behind the scenes aspects of running the business, such as budget development and management, payroll, expense tracking, monthly profit and loss analysis, and long-term planning.Snapshot of Key Accomplishments: During a five-year period, helped expand a client’s brand and product awareness resulting in sales growing from half a million to $2 million, averaging 30 percent growth per year, and increased specialty retail partners by 127 percent For another privately held client, earned more than 135 media hits (67 per year, 5.6 per month) representing an estimated 170 million impressions resulting in 17 percent sales increase year-over-year.

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  AdvancedMD

  • Greater Salt Lake City Area

  • National Account Executive

    • Jul 2004 - Aug 2005
    • Greater Salt Lake City Area

    • Sales consultant to physician offices and clinics regarding their practice management needs.• Helped physicians, clinicians, office staff, and other health plan staff identify problem areas and opportunities, and demonstrated how AdvancedMD’s EMR software and services can solve those problems, improve patient quality of care, office efficiency, and revenue.• Answered questions regarding the product’s features and benefits, and helped facilitate transition from their old software to AdvancedMD’s system.

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  Santa Clara Valley Medical Center

  • San Jose, California

  • Management Analyst

    • Jun 2003 - Mar 2004
    • San Jose, California

    • Managed conflict resolution processes between patients, doctors, clinicians, nurses, and support staff to improve and streamline patient healthcare.• Researched quality-of-care concerns, developed reports outlining key operational issues, managed follow-up, facilitated decision-making, tracked issues, and provided written reports and in-person presentations providing guidance in conflict resolution to senior management and relevant staff.• Known for a calm demeanor and a desire to make sure both sides felt heard and understood, interfaced daily as department lead with providers and staff helping ensure all clinics within the medical center system were providing the level of care patients expected and required.

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  DLS Marketing

  • Sales Marketing Consultant

    • Jan 2001 - Jun 2003

    • Successfully developed and executed marketing and sales plans for companies doing business in the video, sporting goods, toy, and motorsports industries.• Guest instructor of product management and marketing promotions classes at San Jose State University, and presented a case for senior-year business students to solve as a semester project.

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  Specialized Bicycle Components

  • Global Marcom Manager

    • Jan 1998 - Oct 2000

    • Worked directly with the company founder and marketing director developing brand and strategic marketing communications plans used in the United States, and by subsidiaries in Canada, England, France, and Germany.• Liaison with product development teams to research opportunities then developed and executed corresponding objective, plans, and tactics.• Managed a team of four personnel responsible for production and execution of advertising, public relations, collateral, point-of-purchase, trade show, website, and promotional tools internationally.• Conferred and worked regularly with the foreign subsidiaries, recognizing each of their unique needs, to integrate the agreed upon marketing plans, and collaboratively developed conflict solutions to ensure results supported the overall corporate mission and financial goals.• Conducted research and provided market analysis to senior management, subsidiaries, and project teams.

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  Shimano North America Holding, Inc.

  • Irvine, California

  • Marketing Manager

    • Jan 1991 - Dec 1997
    • Irvine, California

    • Liaison with Japan-based corporate marketing and product teams to determine opportunities, and worked with U.S. marketing and sales teams developing strategic marketing objectives and tactics for the U.S. market.• Personally responsible for developing strategy and execution of advertising, collateral, point-of-purchase, trade show, advocacy efforts, government partnerships, promotional tools, and product launches to the trade, government, and consumers in the U.S. market.• Supervised multi-million-dollar North American after-market bicycle component sales.• Coordinated sales, purchasing, and the marketing departments to achieve monthly sales goals.• Managed new product introductions and relations with OEM, distributors, and retailers.• Trained the sales team on problem solving and order management.

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  Ogilvy

  • Billing Supervisor

    • Sep 1988 - Dec 1990

    • Managed billing and estimating personnel for O&M Advertising and Direct Response.• Oversaw client billings and receivables consisting of over $90 million.• Trained and supported personnel.• Coordinated the account management, traffic, and media departments to meet client and agency financial goals.