Experience

New Mexico Small Business Development Center Network [NMSBDC]

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

• Director

  • Jan 2014 - Present

  -Manage the planning, development, marketing, operation, and evaluation of the SBDC. -Plan , develop, and coordinate the integrated programs and services of the SBDC in accordance with stated milestones as well as all applicable policies, procedures, relevant State and Federal legislation, regulations and guidelines. -Consult, train, and assist small business owners in the development of business plans, marketing strategies, financial management, and loan packages. -Analyze client and stakeholder needs; and develop, coordinate, and conduct training seminars and workshops for local small business owners. Prepare budgets, monitor expenditures, and monthly, quarterly, and/or yearly reports and projections for lead office and host institution. -Oversee and direct daily activities of SBDC business advisors and administrative assistant; including reviewing client counseling session reports, training, performance evaluation, and problem resolution. -Represent the SBDC and participate in conferences, panels, symposiums, and other events. -Establish and maintain relationships with local financial institutions, economic development organizations, media, and local business community. Show less



WESST

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

• Program Coordinator & Trainer

  • Nov 2000 - Dec 2013

  Computer and some business/financial literacy training (Career and Motivation, Grass Roots Business, etc.) Responsible for internal and external reporting Ability to strategically plan, establish and meet objectives, set priorities and adapt Consult and train for asset building, debt reduction, and financial management Manage Individual Development (IDA) bank accounts, deposits, withdrawals; report to funding sources; and manage Financial Literacy program to ensure compliance. Assist Spanish-speaking clients with Business Plan Preparation and Financial Projections Develop curriculum (business, financial, and computer) Translate curriculum and other materials from English to Spanish Train in Spanish and English Manage contractors for government grants Create collateral materials (brochures/flyers, web pages) for clients' businesses Create web pages for clients, and in the past Created a full database for tracking client activities (MS Access) which was used in the region. Show less



Allstate Insurance Co

• 1 - 100 Employee

• Insurance Sales

  • Jul 1995 - Oct 1999

  Was a licensed in-office insurance representative, and Sold property and life insurance policies to clients. Was a licensed in-office insurance representative, and Sold property and life insurance policies to clients.



Ann S. Mercer, MD

• United States
• Medical Practices

• Medical Biller

  • Oct 1997 - Feb 1999

  Billed patient and insurance companies for several doctors' offices, Disbursed refunds to insurance companies as well as patients, Trained co-workers on new computer programs, and Generated daily and monthly reports for company and doctors. Billed patient and insurance companies for several doctors' offices, Disbursed refunds to insurance companies as well as patients, Trained co-workers on new computer programs, and Generated daily and monthly reports for company and doctors.