Experience

Quility Insurance

• Insurance
• 100 - 200 Employee

• Senior Director, Leads

  • Sep 2022 - Present

  Swannanoa, North Carolina As Senior Director of Leads I oversee the Operations of our Leads departments. I provide efficiency, strategy and communication between the many parts to help our lead program be one of the most sought after in our industry. Previously at Symmetry Financial Group, a Quility company, from April 2014 – Dec 2020.

• Director, Leads

  • May 2020 - Sep 2022

  Swannanoa, North Carolina As Director of the Leads Department I oversee the Operations of both our Lead Generation & our Lead Allocation departments. I provide efficiency, strategy and communication between the two parts to help our lead program be one of the most sought after in our industry. Previously at Symmetry Financial Group, a Quility company, from April 2014 – Dec 2020.

• Leads Department Head

  • Feb 2016 - May 2020

  Swannanoa, NC Previously at Symmetry Financial Group, a Quility company, As Head of Lead Allocation at SFG, I most importantly get Leads out to our Agents. • Make sure all Leads are uploaded to our OPT system. • Keep up with Aging Out Leads. • Keep A Lead inventory up to Date. • Update our "Hot Spots" List on where we have extra leads for purchase. • Keep up with Agents Close ratio's • Assist with Probation Lists • Allocate leads to Mangers. • Charge A Lead Orders. • Update… Show more Previously at Symmetry Financial Group, a Quility company, As Head of Lead Allocation at SFG, I most importantly get Leads out to our Agents. • Make sure all Leads are uploaded to our OPT system. • Keep up with Aging Out Leads. • Keep A Lead inventory up to Date. • Update our "Hot Spots" List on where we have extra leads for purchase. • Keep up with Agents Close ratio's • Assist with Probation Lists • Allocate leads to Mangers. • Charge A Lead Orders. • Update Standing Lead orders. • Keep all excel sheets up to date with weekly information. • Answer any questions along the way.

• New Business Administrative Assistant

  • Apr 2014 - Feb 2016

  Swannanoa, NC Previously at Symmetry Financial Group, a Quility company I am in Charge of all the Reporting that comes from the New Business Department.( Advanced Markets Reports, Breakdowns, Lead Credits & Etc.) I Process Applications, & make sure all reports match 100% before they go to the next department.



Demos Diesel & Off-Road Performance

• Owner, Managing Partner, Parts Department Manager

  • Jan 2015 - Oct 2020

  Alexander, N.C. Justin & I started Demos Diesel & Off-Road Performance in January 2015. We wanted to build a company around the passion we have for Custom Vehicle Builds. We want to bring our Customers Ideas and Creations to Life. As the Managing Partner of the Business I have personally written our Partnership Agreement, Business Plan, and filed all appropriate Documentation with the County, State, & Federal Government. I contributed to the design of the Company's Logo. Once Completed I designed the… Show more Justin & I started Demos Diesel & Off-Road Performance in January 2015. We wanted to build a company around the passion we have for Custom Vehicle Builds. We want to bring our Customers Ideas and Creations to Life. As the Managing Partner of the Business I have personally written our Partnership Agreement, Business Plan, and filed all appropriate Documentation with the County, State, & Federal Government. I contributed to the design of the Company's Logo. Once Completed I designed the Business Cards, T-shirts, Decals, & Business Forms to Represent Demos Diesel. I also have formed connections with all the Company's Retail Vendors and filled out appropriate Documentation. I Personally Built the Company's Website, and have started on many Marketing Aspects. With this Job Title I also am in Charge of the day to day operations and Management of this Business. I perform all the Reporting and Accounting. I also file all the Quarterly and Yearly Business Tax Returns. As the Manager of the Parts & Retail Department I am responsible for all Customer orders. I help Customers find what Parts they may need for their specific Applications. I then Order all parts or other retail through the companies vendors, then arrange a drop-off or pick-up time for the orders. I am also responsible for all invoicing, and Inventory. Show less



Southern Mountain Company

• Small Business Owner

  • 2015 - 2020

  Alexander, North Carolina, United States



B.T.'s BurgerJoint

• Assistant Store Manager

  • Jun 2013 - Apr 2014

  Biltmore Park, Asheville, N.C. As the Assistant Manager of the Restaurant I was responsible for • Daily Kitchen Operations • Cleanliness of the store • Scheduling of Employees • Food Truck Orders • Food Cost Analysis • Daily Reporting • Daily Management of the Store



SONIC Drive-In

• United States
• Restaurants
• 700 & Above Employee

• Assistant Director Of Operations

  • Feb 2010 - Jun 2013

  Western North Carolina As the Assistant Director of the Operations for WNC I was assigned to low profit struggling stores with the goal to improve operations, train new hires and regain profitability again. I was responsible for • Cleanliness of the stores • Scheduling of Employees • Food Truck Orders • Food Cost Analysis • Daily Reporting • Daily Management of the Stores • Inventory of our Products • Customer Relations • Financial Reporting to The Home Office • Training of New… Show more As the Assistant Director of the Operations for WNC I was assigned to low profit struggling stores with the goal to improve operations, train new hires and regain profitability again. I was responsible for • Cleanliness of the stores • Scheduling of Employees • Food Truck Orders • Food Cost Analysis • Daily Reporting • Daily Management of the Stores • Inventory of our Products • Customer Relations • Financial Reporting to The Home Office • Training of New Employees • Equipment Maintenance Show less



Hope for Horses

• United States
• Non-profit Organizations
• 1 - 100 Employee

• Assistant

  • Jan 2010 - May 2011

  Leicester, North Carolina, United States  Feed all animals  Make sure we maintain a clean and safe barn  Take messages  Volunteer my help whenever needed



National Park Service

• United States
• Government Administration
• 700 & Above Employee

• Summer Intern

  • May 2010 - Aug 2010

  Cherokee, North Carolina, United States • Park ranger Intern- Great Smoky Mountains National Park  Conducted Research on endangered species in the Park  Taught Junior Park Ranger Classes to Elementary School Students  Answered Questions Visitors might have about the park



H&R Block

• United States
• Retail
• 700 & Above Employee

• Tax Accountant

  • Dec 2009 - May 2010

  Leicester, North Carolina I Completed and Passed my H&R Block Tax Preperation Classes with a 95% or higher. I also Contiuned my Education throughout the time I worked for them. I was employed for one Tax Season as a Tax professional. I have been called & asked to come back every year there-after but did not want to sacrifice my positions at the time for seasonal work.



Double G Ranch

• Head of Equine

  • May 2006 - May 2010

  Leicester, North Carolina, United States Administration of whole Farm and Kept records Organized office and kept an updated record of all daily activities Developed trail riding revenue stream Managed all trail rides, needs, scheduling etc. Brought on new horses, trained and prepared them for daily duties. Kept records of tack, purchased needed items, stored/ organized and took care of all tack needs.



Leicester Auto Parts

• Bookkeeper Administrative Assistant

  • Apr 2008 - Feb 2010

  Leicester, North Carolina