Experience

• 

  ReAlign Insurance Holdings, Inc.

  • United States
  • Insurance
  • 100 - 200 Employee

  • VP Business Development & Reinsurance

    • Jun 2022 - Present

    Growth of programs and internal operations with a focus on outwards facing reinsurance.

  • VP, Business Development & Operations

    • Apr 2022 - Jan 2024

  • Senior Business Development Manager

    • Jul 2020 - Apr 2022

     Utilize innovative protocols in order to drive growth and profitability. Identify, quantify, prioritize, and manage opportunities across the industry. Engage in cross functional development within each department across the company. Deliver key metrics and actionable insights to apprise growth and business development. Collaborate with Actuarial, Underwriting, and Compliance and Licensing department to assess expansion zones within the U.S. market. Develop effective relationships with a broad range of key decision makers. Monitor competitive landscape, establish, and maintain databases to track collaborative opportunities, build business cases, and manage due diligence processes. Develop and deliver high-level impactful presentations and briefing materials to senior management and key stakeholders.

• 

  ReAlign Capital Strategies

  • Greater San Diego Area

  • Senior Associate

    • Aug 2017 - Present
    • Greater San Diego Area

     Analyze and conduct market research on potential capital acquisitions, to identify potential investment opportunities.  Develop and test unique marketing, business strategies, and concepts. Conceptualize and design key presentations, investor memorandums, and opportunity analyses. Build strong relationships with clients, outside business contacts, and company stakeholders. Review and communicate proposals and data analysis metrics to stakeholders. Collaborate with colleagues and peers on the sales, marketing, and product development teams. Stay up to date on industry trends, product, pricing, and company best practices.

• 

  Align General Insurance Agency, LLC

  • San Diego

  • Product Manager

    • Oct 2012 - Aug 2018
    • San Diego

     Render expert oversight to various product implementation phases along with effective assistance to end users. Work collaboratively with the Chief Operating Officer and Senior Vice Presidents in assessing consumer and inter-company demands and needs. Observe strict adherence to set-forth standards and streamline workflows by coordinating with all departments across the company. Served as liaison among diverse companies, while developing significant reports and metrics for vendors and carriers. Implement automation and increase efficiencies to push company growth trajectory and profitability.

• 

  Self-employed

  • Franchise Development Director

    • 2010 - 2013

     Successfully gained new franchisees, which supported the management for business development. Efficiently performed wide-ranging key initiatives in a timely fashion, thus enhancing work productivity. Efficiently determined risks and other factors by closely working with the demographic analyses and metrics for potential new stores and franchisees. Contributed to the attainment of global franchise approval by supervising the entire company process. Strategically support in catering concept to supplement store fronts, effectively resulting to tremendous marketing.

• 

  Mesa Cleaners

  • Austin, Texas Area

  • Operating Partner

    • 2007 - 2011
    • Austin, Texas Area

     Master-planned and implemented innovative methods and campaigns to effectively optimize sales and revenue. Provided leadership to five locations with a total of 18 employees. Progressively led the restoration of locations and monitoring of structured development. Exemplified business management skills in turning the pre-existing company to a successful, profit-bearing company.

• 

  Juice Stop

  • Operations Manager

    • 2002 - 2008

     Strategically pioneered the creation and implementation of a marketing plan, while developing new management strategy. Optimized the productivity of new employees by facilitating comprehensive training. Enhanced the consumer demand by serving as a driving force in increasing new sales up to 35% and spearheading the introduction of new products.

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  Wells Fargo

  • Newport Beach, California & San Diego, CA

  • Bank Teller

    • 1999 - 2003
    • Newport Beach, California & San Diego, CA