Experience

FundingShield

• United States
• Financial Services
• 1 - 100 Employee

• Business Operations Analyst

  • Jul 2016 - Present

  FundingShield is a FinTech / MortgageTech firm that provides risk management and automation technology that provides transaction level diligence in the real estate and mortgage closing process. The firm provides real time verification of closing, settlement and title parties to prevent wire and title fraud for all types of residential, commercial and real estate mortgage lenders and investor led transactions. The service provides an added level of assurance that title insurance coverage will be maintained by the lender in the event of a loss and further acts as a fraud deterrent preventing wire diversion in mortgage closing fundings.



Advanced Wealth Professionals

• New York City

• Partner/Chief Planning Strategist

  • Jan 2014 - Jun 2016

  AWPROS integrates seamlessly with other professional advisors, property managers, household administrators and personal assistants to handle the financial and administrative aspects of the clients lifestyle and to protect, enhance and preserve wealth. AWPROS integrates seamlessly with other professional advisors, property managers, household administrators and personal assistants to handle the financial and administrative aspects of the clients lifestyle and to protect, enhance and preserve wealth.



Advanced Wealth Partners

• Greater New York City Area

• Estate Planning/Wealth Management

  • Oct 2012 - Jun 2016

  Tax, wealth and protection planning. Tax, wealth and protection planning.



Qdoba Restaurant Corporation

• United States
• Restaurants
• 700 & Above Employee

• Operating Partner

  • May 2003 - Apr 2012

  • Raised capital to acquire franchise & development rights. • Successfully introduced a new brand to the New York City Market. • Worked cohesively with Qdoba Restaurant Corporation to establish a strategic growth plan. • Established a Marketing Co-op and implemented strategic marketing efforts. • Accomplished food and beverage service strategies by communicating and enforcing values, policies, and procedures: implemented recruitment, selection and training. • Responsible for setting up the appropriate support services in preparation for growth. • Accountable for procurement of vendor relations. • Handled site selection, design and construction of new store openings.



International Purchase Systems

• Cotlandt Manor, NY

• Director of Online Marketing and Disposition

  • 2002 - 2003

  • Purchased excess inventory, eliminated markdowns and losses associated with problematic assets. • Facilitated the sourcing, marketing and liquidation of major categories including hardware, housewares, electronics, toys, computer software and sporting goods. • Developed and managed new online distribution channel with over 26 million customers. • Created new lines of distribution with discount chain retailers. • Purchased excess inventory, eliminated markdowns and losses associated with problematic assets. • Facilitated the sourcing, marketing and liquidation of major categories including hardware, housewares, electronics, toys, computer software and sporting goods. • Developed and managed new online distribution channel with over 26 million customers. • Created new lines of distribution with discount chain retailers.



OSMO LLC

• New York, NY

• Multi-unit Operating Partner

  • 1999 - 2002

  • Managed automotive full service car wash locations with auto lube, convenience stores, detailing centers and Gaseteria gasoline stations. • Responsible for site selection, design and construction. • Coordinated schedules, recruitment and employee relations. increased revenue and resale value. • Managed all aspects of daily business including inventory, quality control, marketing and sales incentives. • Managed automotive full service car wash locations with auto lube, convenience stores, detailing centers and Gaseteria gasoline stations. • Responsible for site selection, design and construction. • Coordinated schedules, recruitment and employee relations. increased revenue and resale value. • Managed all aspects of daily business including inventory, quality control, marketing and sales incentives.



Dogs Arf Us, Innovative dog walking and boarding services.

• New York, NY

• Owner Operator

  • 1996 - 1999

  • Established innovative marketing efforts to establish new accounts. • Grew business from the ground up to over $200,000.00 a year in sales. • Recruited, trained and developed staff. • Established innovative marketing efforts to establish new accounts. • Grew business from the ground up to over $200,000.00 a year in sales. • Recruited, trained and developed staff.