Experience

Spire Risk Management

• United States
• Insurance
• 1 - 100 Employee

• Partner and Business Development

  • Aug 2020 - Present

  San Antonio, Texas, United States Effective August 1, 2020, Texas State Financial & Health merged with Spire Risk Management, LLC. Texas State Financial & Health has grown tremendously with our group benefits for businesses, individual life & health clients, along with medicare insurance enrollments. This merger will allow us to provide our existing clients with an in house employee benefits division as well as becoming a partner in the new company.



Texas State Financial & Health

• United States
• Financial Services
• 1 - 100 Employee

• Principal Agent/Broker

  • Jul 2013 - Present

  San Antonio, Texas Area Texas State Health Insurance provides health insurance plans for individuals, families, seniors, and small businesses located in San Antonio, Texas and surrounding areas.



PHP Agency, Inc.

• United States
• Financial Services
• 700 & Above Employee

• Director

  • Aug 2016 - Jul 2019

  San Antonio, Texas Area PHP Agency, Inc. is a financial services marketing organization that was founded in 2009 by Patrick Bet-David and Jennifer Bet-David. We are currently considered one of the fastest growing companies in the U.S. We have thousands of life licensed agents nationwide and our goal is to educate families on financial fundamentals.



DW Distribution

• United States
• Building Materials
• 100 - 200 Employee

• Masonite Specialist

  • Jan 2016 - Apr 2018

  San Antonio, Texas Area As a Masonite specialist with DW Distribution I will be working closely with the account managers all over Texas and surrounding states. DW offers a robust offering of Masonite interior and exterior doors. Please feel free to reach out to me with engaging DW as a primary supplier of your Masonite doors.



WealthWave

• United States
• Financial Services
• 400 - 500 Employee

• Senior Associate

  • Jan 2016 - Aug 2016

  San Antonio, Texas Area WealthWave is a limitless opportunity that has risen out of today’s great storm of financial need. Our financial professionals are positioned to help today’s generations pursue the life and future they want for themselves and their family.



World Financial Group (WFG)

• United States
• Financial Services
• 700 & Above Employee

• Senior Associate

  • Feb 2006 - Aug 2016

  San Antonio, Texas Area World Financial Group, Inc. (WFG) is a financial services marketing company whose affiliates offer life insurance and a broad array of financial products and services. We provide financial solutions that deliver peace of mind for our clients and associates. We champion the cause of families and empower them to achieve their goals and dreams.



Rodriguez Holland & Co., P.C.

• United States
• Accounting

• Client Services Manager

  • Jan 2013 - Jan 2015

  San Antonio, Texas Area We offer a broad range of services for business owners, executives and independent professionals. Our rates are affordable. We are experienced and we're friendly. Please call us for a free initial consultation. Our services encompass nearly every aspect of financial life. We are experienced in all matters of accounting and taxation, IRS problem resolution, estates and trusts, business formation, financial planning and investment, real estate and business sales. Our firm's… Show more We offer a broad range of services for business owners, executives and independent professionals. Our rates are affordable. We are experienced and we're friendly. Please call us for a free initial consultation. Our services encompass nearly every aspect of financial life. We are experienced in all matters of accounting and taxation, IRS problem resolution, estates and trusts, business formation, financial planning and investment, real estate and business sales. Our firm's reputation for providing quality service reflects the high standards we demand of ourselves. Our high standards, responsive service and specialized staff spell the difference between our firm and the rest. Show less



Green Energy of San Antonio

• United States
• Wholesale Building Materials
• 1 - 100 Employee

• Sales

  • Aug 2011 - Dec 2012

  San Antonio, Texas Area I have recently joined Green Energy of San Antonio. My great friends Richard and John Ramos have given me a great opportunity to help grow their business of Green Energy Barrier, Gutter Pro, and Green Energy Windows in the San Antonio area.



Blackstone Studio

• United States
• Software Development
• 1 - 100 Employee

• Sales & Advertising

  • Mar 2008 - Dec 2012

  San Antonio, Texas Area We create custom, eye-catching and brand cohesive graphic design and websites at an affordable price and with a quick turnaround time. We work with a lot of startup companies and help them begin their branding process from logo design to website creation. We can also assist in designing advertising or promotional materials, such as business cards, postcards, flyers and ads.



Norandex Building Materials

• United States
• Wholesale Building Materials
• 1 - 100 Employee

• Area Sales Leader (Central South Texas)

  • Aug 2008 - Jul 2011

  *Generated immediate sales and customer loyalty for a “Green Field” branch before it even had a local warehouse open for central Texas. *Converted competitor accounts with innovative marketing campaigns and relationship sales approach at a local level. *Recognized as a top performing area sales leader and branch with sales exceeding seven figures at profitable margins within 12 months. *Maintained sales and visibility with “Big Box” retailers and national accounts with consistent… Show more *Generated immediate sales and customer loyalty for a “Green Field” branch before it even had a local warehouse open for central Texas. *Converted competitor accounts with innovative marketing campaigns and relationship sales approach at a local level. *Recognized as a top performing area sales leader and branch with sales exceeding seven figures at profitable margins within 12 months. *Maintained sales and visibility with “Big Box” retailers and national accounts with consistent visits and sales trainings. Show less



Structall Building Materials

• Texas Sales Manager

  • May 2005 - Aug 2008

  *Managed existing customer base and increased sales by acquiring loyal customers of local competitors around the state. *Assisted local branch with inside sales, marketing campaign, delinquent collections, customer disputes, product trainings, and market analysis. *Increased sales volume and overall gross profit for the Texas Territory by 25%.



Metals USA

• United States
• Wholesale Metals and Minerals
• 500 - 600 Employee

• Central and South Texas Territory Manager (Building Products Division)

  • Oct 2005 - May 2006

  *Developed new customers and maintained existing business with innovative new product lines for multiple territories. *Managed generated leads, confirmed sales and communications with The Home Depot “SFI” Sell Furnish & Install program.

• Gerard Roofing Technologies Division

  • Aug 2003 - Oct 2005

  Eastern Florida Territory Manager: *Aggressively generated new business while maintaining a satisfied customer base for Central and Eastern Florida. *Experienced in building codes and restrictions, i.e. Miami Dade County and Florida state building codes. Northwest Territory Manager: *Relocated to region by Company President specifically to service the division’s number one account and territory. *Worked daily with top twenty dealers for major distributor to secure business… Show more Eastern Florida Territory Manager: *Aggressively generated new business while maintaining a satisfied customer base for Central and Eastern Florida. *Experienced in building codes and restrictions, i.e. Miami Dade County and Florida state building codes. Northwest Territory Manager: *Relocated to region by Company President specifically to service the division’s number one account and territory. *Worked daily with top twenty dealers for major distributor to secure business and trouble shoot where necessary. *Awarded Company’s “Dedication Award” for performance above and beyond expectations. Eastern Distribution Manager: *Developed new business maintaining a satisfied customer base. *Skilled in DODGE lead generation program to increase distributor quotes and sales. *Experienced in working with insurance adjustors and local building inspectors. *Acted as technical representative for installation and warranties in region. *Participated in major development projects to create product line awareness for the entire Eastern United States. Sales Representative: *Appointed to work with Horn Brothers, Gerard Roofing Technologies largest installer, to assist in sales and customer service. *Worked successfully with customers and insurance adjusters to replace storm damaged roofs with stone coated steel. *Achieved success in obtaining approval of stone coated steel roofing by prestigious Home Owner Associations and municipalities. Independent Representative: *Focused on new commercial and residential construction with niche products for untapped market. *Succeeded in proposing and selling franchise based hotel chains the implementation of metal roofing for future locations.



WoodCrafters

• United States
• Furniture
• 200 - 300 Employee

• Store Reset & Service Manager

  • Feb 2002 - Dec 2002

  *Supervised the production and marketing for national distributors The Home Depot and Lowes. *Initiated new product “Roll-Out” in national account locations including the southeast and southwest United States. *Experienced in large and detailed product line inventory reset for The Home Depot and complied with all company policies for safety. *Solved problems with daily shipping & receiving, sales budgets, and unforeseen situations with store managers, buyers and area Vice… Show more *Supervised the production and marketing for national distributors The Home Depot and Lowes. *Initiated new product “Roll-Out” in national account locations including the southeast and southwest United States. *Experienced in large and detailed product line inventory reset for The Home Depot and complied with all company policies for safety. *Solved problems with daily shipping & receiving, sales budgets, and unforeseen situations with store managers, buyers and area Vice Presidents. Show less