Success Advisor

• Mar 2022 - Present

Leads and directs client success and training operations for all clients and network partners within energy efficiency, home improvement, and sustainability sector. Develops and implements engagement plans, training curriculum, policy and procedure for firm’s client success division. Advises senior leadership on recommended curriculum development, efficiency of training and operations programs, churn outlook, and improvement areas for year-over-year revenue increases. Manages relationships with internal and external stakeholders to drive maximum engagement and improvements in corporate operations and business growth. Some of my achievements in this role include: • Increased annual client retention rate 19% by developing and implementing strategic curriculums, training, and engagement plans. • Achieved 38% increase in client engagement and renewal by developing and deploying operating procedures aimed at reengaging clientele. • Redeveloped and implemented sales and training structure resulting in shorter sales cycle, lower cost per acquisition and increased revenue. • Expanded engagement strategy to streamline asynchronous communication resulting in increased NPS. Show less

President | Owner

• 2020 - Present

In this role, I create, direct, and deliver business operations planning and sales training and educational curriculums to professionals and organizations in both in-person and remote settings. Manage and advise on marketing, email and text message campaigns to drive interest to program offerings. Nurtures clients through training and education in a multitude of subjects, from personal development to market penetration. Creates content, measurable learning objectives, and development plans unique to each client’s goals and desired outcomes. Some of my most significant achievements in this role include: • Increased revenue for 3 start-up companies by 20% or more in first year. • Developed operational plans which streamlined business practices and reduced overhead. • Advised on implementation of new product offerings to create additional opportunity for revenue. Show less

President/CEO

• 2016 - Jan 2022

In my former role, I steered the entire operations of the firm, including employee hiring, retraining, and retention (C-Level, Ops, setters, closers). I oversaw the smooth operation of the company's finances and sales, as well as the development and implementation of marketing plans. I was accountable for keeping track of normal tasks and looking for business opportunities. I thoughtfully developed and implemented training programs to guarantee that clients are served in an ethical and suitable manner. Promoted maximal technical advancements in business processes and organized and presented solar industry-specific meetings and seminars. Some of my most significant achievements and contributions within this job role include: • Increased yearly revenues to multiple 7-figure levels by devising and implementing strategic approaches. • Grew business from $0 revenue to $6,000,000 in annual gross revenue by end of year 2. • Achieved 10% growth quarterly by developing comprehensive recruitment, training, and retention policy. Show less

National Sales Director (Consultant)

• 2020 - 2021

In my former role, I actively recruited, trained, and equipped national-level sales dealers in the renewable energy and home improvement sectors on client acquisition, presentation, financing, objection handling, and closing sales, among other development processes and procedures. Moreover, I managed the proposal design team and operational support personnel and led the development of sales presentations and final designs for clients. Some of my successes within this role are below: • Accomplished high-level sales activities in more than 26 sales markets in the United States. • Increased brand awareness by formulating and deploying marketing methods aimed at attracting and retaining customers. • Expanded business from 8 markets to 24 markets in first 6 months. • Created and implemented recruitment strategy targeting small to medium sized sales organizations, increasing sales revenue. • Restructured brand awareness campaign resulting in high visibility and increased traffic to direct purchase pipeline. Show less

Solar Sales Manager

• 2014 - 2016

During this experience, in the high-ticket sales area, I was the top-producing sales representative. Residential solar sales personnel was managed, developed, and trained by me. I met and exceeded all contractual, reporting and documentation requirements. Daily sales reports were reviewed, and performance was monitored through coaching and the application of sales and management principles. Some of my most significant achievements and contributions within this job role include: • Increased market penetration through recruitment, training and retention. • Boosted sales within assigned market by over 100% in first 3 months. Show less

Special Agent

• 2012 - 2014

• Consistently analyzed allegations and investigations for complexity, cost effectiveness, manpower requirements, and agency investigative priorities. • Independently and jointly conducted extremely complex, multi-jurisdictional and multi-defendant investigations involving violations of the United States Code, including fraud, theft, public corruption, bribery, gratuities, conspiracy, bid rigging, abuse, internal misconduct, and computer/electronic crimes. • Conducted physical and electronic surveillance through audio, video, photographic, and computer monitoring equipment to capture evidence of criminal activity. • Drafted, obtained, and executed search warrants and Grand Jury subpoenas when granted and directed by the courts. • Prepared written reports on investigative activities including direction and progress, significant findings and developments, and problems or questions of evidence. • Utilized advanced interrogation techniques to obtain full confession from employee regarding the unauthorized access to secure EPA systems with malicious intent – administrative action pending. • Lead Agent on complex criminal investigation surrounding computer intrusion, theft, fraudulent use of access devices/credentials, and misrepresentation of EPA employees for financial gain – current recoveries over $1,000,000 – multiple subjects identified. • Computer Crimes Investigator – Conducted forensic and computer crimes, internet investigations, and network security and intrusion investigations relating to EPA computer systems. Show less

Special Agent - Intelligence Operations

• 2008 - 2012

• Performed in-depth investigations, compilation, and analysis of a wide range of complex and sensitive information to determine Foreign Intelligence Services threats to the DoD.• Developed counterintelligence investigations and operations focused on identifying operational opportunities and leads – coordinates action within the intelligence and law enforcement communities. • Conducted high profile investigations into cyber and computer crimes effecting DoD. • Reviewed and evaluated AFOSI field reporting for content and responsiveness to tasking and provides constructive feedback to enhance field performance. Show less

Special Agent

• Sep 2004 - Nov 2008

• Led team of USAF’s elite combat Anti-Terrorism Specialty Team Agents; trained and equipped for rapid worldwide deployment to operate in hostile locations and austere environments.• Conducted and provided surveillance and surveillance detection training to AFOSI’s Counter-surveillance/surveillance detection team.• Provided anti-terrorism, counterintelligence, and force protection investigative and intelligence/HUMINT collection services and training to protect Air Force and DoD personnel, infrastructure, and operations from foreign and domestic threats.• Provided current, actionable intelligence information to senior military commanders and other USG officials for critical and timely force protection decisions.• Established and fostered liaison relationships with foreign and domestic counterparts to ensure the immediate flow of relevant information.• Managed high-profile research and development surveillance case resulting in 4 joint AFOSI/FBI counterintelligence and criminal investigations.• Led counterinsurgency and HUMINT source operations in support of Operation Iraqi Freedom, Balad Air Base, Iraq. • Recruited, trained, and managed human sources to identify hostile threats, ensuring actionable intelligence was rapidly disseminated to the appropriate action authority for neutralization. • Identified intelligence gaps and developed collection requirements crucial in maintaining full intelligence coverage.• Conducted detailed threat assessments, site and route surveys, surveillance, and surveillance detection operations in over 200 combat missions. Show less

Munitions Systems Apprentice

• 2000 - 2004