Experience

C2 Group - San Diego

• United States
• Strategic Management Services
• 1 - 100 Employee

• V.P. of Operations

  • Nov 2016 - Present

  Greater San Diego Area C2 Group is a program management company comprised of engineers, architects, construction managers and other professionals. We never fit the conventional thinking and processes towards problem-solving. We teamed up with proven and forward thinking individuals that we have worked with in the past and teamed up with other like-minded small companies in UAV/Drone, 3D and Virtual/Augmented Reality. We do not have a sales department, we invest our time and money creating tech forward and… Show more C2 Group is a program management company comprised of engineers, architects, construction managers and other professionals. We never fit the conventional thinking and processes towards problem-solving. We teamed up with proven and forward thinking individuals that we have worked with in the past and teamed up with other like-minded small companies in UAV/Drone, 3D and Virtual/Augmented Reality. We do not have a sales department, we invest our time and money creating tech forward and cost-saving customized solutions to our client's challenges. On a traditional front, we have highly qualified engineers and professionals such as Registered Civil Engineers with expertise in Site Development/Grading, Hydrology, Storm Water and Hydromodification; Architect-Engineers, Structural-Mechanical Engineers, Helicopter Pilots with FAA Part 107 Certification and Program Managers. Show less



AAA Auto Club Enterprises

• United States
• Insurance
• 700 & Above Employee

• Insurance Business Manager

  • Nov 2010 - Nov 2016

  At the Auto Club, work responsibilities and accomplishments included: Creating and managing programs aimed at the development and implementation of production and compliance methods set by the company and which must be in compliance with state regulations and program budget. This was done through careful planning and revision of employee time management, as well as development and implementation of agent production programs and training. As an Insurance Business Manager, I broke many… Show more At the Auto Club, work responsibilities and accomplishments included: Creating and managing programs aimed at the development and implementation of production and compliance methods set by the company and which must be in compliance with state regulations and program budget. This was done through careful planning and revision of employee time management, as well as development and implementation of agent production programs and training. As an Insurance Business Manager, I broke many production goals at a branch level as well as on a regional level. I have been awarded the HAMM award for exceeding all production lines quarterly goals on three occasions as well as qualified for two company sales summit trips to the Dominican Republic and Maui. In two years as an Insurance Business Manager, I have been tasked to overhaul six different insurance offices; each larger than the last. I have succeeded in managing sales goals as well as successfully trained new agents to become top performers. Most recently, I was tasked to bring the Chula Vista branch up to par with prior metrics. This is notable as the Chula Vista branch is amongst the largest branches in all of AAA. I hold various top monthly branch production records for the San Diego region across all production lines.

• Insurance Sales Agent

  • Nov 2010 - Dec 2013

  Accomplishments as an Insurance Sales Agent (November 2010- December 2013) included never missing goal for auto and home insurance production. I was the only agent to qualify for the Star Award for meeting and exceeding quarterly insurance lines production for seven quarters consecutively. I maintained perfect customer satisfaction scores for four years in a row and never missed qualifying for a company sales summit. Sales summits included the top 10% of sales agents and were trips to places… Show more Accomplishments as an Insurance Sales Agent (November 2010- December 2013) included never missing goal for auto and home insurance production. I was the only agent to qualify for the Star Award for meeting and exceeding quarterly insurance lines production for seven quarters consecutively. I maintained perfect customer satisfaction scores for four years in a row and never missed qualifying for a company sales summit. Sales summits included the top 10% of sales agents and were trips to places such as Chicago, the Bahamas and Mexico.



Union Bank

• United States
• Banking
• 700 & Above Employee

• Business Development Officer, Assistant Vice President

  • May 2008 - Jul 2010

  Responsible for development of business portfolio for an assigned territory of branches. This includes depository and loan portfolio growth through meetings, assessments and recommendations for the client. Managed time effectively in order to work with high volumes of business owners on an individual basis. The goal was to establish a loyal relationship and a full cross sell of the banks various business and consumer services, as well as uncover needs to effectively refer to other bank… Show more Responsible for development of business portfolio for an assigned territory of branches. This includes depository and loan portfolio growth through meetings, assessments and recommendations for the client. Managed time effectively in order to work with high volumes of business owners on an individual basis. The goal was to establish a loyal relationship and a full cross sell of the banks various business and consumer services, as well as uncover needs to effectively refer to other bank partners. Responsible for management and training of staff in business relations, sales strategy and interpretation of business financials and underwriting. Show less



Chase

• United States
• Financial Services
• 700 & Above Employee

• Small Business Relationship Manager, Vice President

  • Apr 2007 - May 2008

  Management and development of a portfolio of high net worth business clientele ranging in annual revenues of up to $20 million dollars. This was done through daily, weekly or monthly client interactions as well as involvement in business and community networking functions. Assessed business relationships and made recommendations of the various business and consumer banking products and services. The goal was to establish loyal and referring customers through great, knowledgeable service.… Show more Management and development of a portfolio of high net worth business clientele ranging in annual revenues of up to $20 million dollars. This was done through daily, weekly or monthly client interactions as well as involvement in business and community networking functions. Assessed business relationships and made recommendations of the various business and consumer banking products and services. The goal was to establish loyal and referring customers through great, knowledgeable service. Was inducted to the Million Dollar Club for acquiring deposits in excess of $1 million dollars in one quarter’s time. Show less



Wells Fargo

• United States
• Financial Services
• 700 & Above Employee

• Business Specialist

  • Jul 2005 - Apr 2007

  Sourced new business clientele as well as maintain and develop existing business relationships. This was done mostly through development of center of influence relationships. Became an expert in business banking products and used that knowledge to better cross sell and cement relationships with the bank to help maintain clientele attrition levels low. Was regularly in the Top Three List of Business Specialists for Wells Fargo in Southern California and was awarded the Sales Excellence Award… Show more Sourced new business clientele as well as maintain and develop existing business relationships. This was done mostly through development of center of influence relationships. Became an expert in business banking products and used that knowledge to better cross sell and cement relationships with the bank to help maintain clientele attrition levels low. Was regularly in the Top Three List of Business Specialists for Wells Fargo in Southern California and was awarded the Sales Excellence Award as well as inducted into the President’s Club. Show less



AT&T

• United States
• Telecommunications
• 700 & Above Employee

• Emerging Products Center Representative

  • Nov 2003 - Jul 2005

  Worked with inbound customer calls to problem solve as well as up sell. Serve in a managerial position to help other representatives with customers in need of a higher level of service and tech help. Accomplishments at SBC included induction to President’s Club which is awarded to the top 10% of representatives.



Labor Ready

• Branch Manager, Construction Director

  • Nov 1998 - Oct 2003

  Managed full-time office and temporary construction staffing. Responsible for the human resources aspects of contracting and reducing the workforce at a district and local level. Managed business clientele relationships as well as worked to develop new clientele through outside marketing efforts and networking. My skills and efforts were recognized when I was asked to help manage new programs in San Diego and Hawaii. Awarded the President’s Club award for top sales in the company.