President

• Aug 2013 - Present

At Anchor Wealth we’ve put together a multi-disciplinary group of professionals who have a goal to help families and businesses grow, manage, and protect their money. We believe growth does not have to mean taking on more risk, in fact, often we can reduce risk. From Faith Based Investing to Wealth Management, from College Planning to Retirement Planning, and Estate Planning, we can help. Many business owners do an amazing job of growing their business but are missing out on opportunities to be more efficient with their business. More than 90% of the time we can help businesses reduce operational costs and put more money in their pockets and increase the efficiency of the dollars they are already spending. We also find there is great value in helping clients align their values with how their money is invested with solutions they are proud to own. Visit us online at https://myfinancialanchor.com/ to learn more. Show less

Global Business Development Partner

• Apr 2017 - Present

ATS helps organizations of all sizes be more profitable and achieve best in class by increasing profits, reducing costs, and enabling growth. ATS delivers results by supporting the core competencies and uniqueness of each client. Each solution is customized through our cutting edge global services, proprietary training, and global expert team. Main Solution Areas include:  Cost reduction  Best value implementation  Improved efficiency  Development and delivery of sustainable best practices  Profitability growth methods  Revenue increase solutions  Team unifying practices Above the Standard’s proven track record has helped organizations increase profits in the tens of billions of dollars all over the globe, at an average of 28.2% increase, 98% of the time for our engaged clients. Show less

Investment Advisor Representitive & Licenced Agent

• Feb 2014 - Jan 2016

Independent Consultant/Senior Associate

• Feb 2013 - Dec 2013

Did you know that only 4% will enter retirement Financially Independent and 1% will retire rich? The remaining 95% will either still be working, dead broke, or deceased. That means 95% don't make it working in the richest country in the world. It's not that they planned to fail but it does often mean that they failed to plan. My main focus is helping build wealth and then protect that wealth from a variety of forces that could step in and take it away. Let me help you plan now for the unexpected, and ensure your family's future security and comfort. Show less

Director of Student Advocacy

• Mar 2012 - Feb 2013

• Primary responsibility advocating for students to ensure their educational & consumer expectations were being met. • Managed a team of 20 Moderators and 3 Student Success Coaches • Responsible for development of Student Success Coaches and Moderator programs • Consistently top producer of phone sales on push weeks • Online webinar instructor of course curriculum • 1-1 personal coach/mentor • Primary responsibility advocating for students to ensure their educational & consumer expectations were being met. • Managed a team of 20 Moderators and 3 Student Success Coaches • Responsible for development of Student Success Coaches and Moderator programs • Consistently top producer of phone sales on push weeks • Online webinar instructor of course curriculum • 1-1 personal coach/mentor

Sales / Management / Customer Service

• Aug 1996 - Sep 2012

• Consistently beat and exceeded YOY expectations increasing revenue and efficiency for the company. Last 7 years company grew more than 25% annually • Helped grow the company from 3 full time employees with annual sales of 600K to 9 full time employees and 7 million Gross revenue • Customers and industries we serviced: Unilever Best Foods (Tomato), Campbells (Tomato), Heinz (Tomato), ConAgra (Tomato), Blue Diamond Grower (Nuts), Foster Farms (Poultry and Feed Mills), Gallo (Wine), The Wine Group (Wine), • Sales/Service of chemicals for: Cooling Water Systems, Boiler Water Systems, Closed Loop Systems, Refrigeration and Chiller Systems, Alkaline base and Acid base Industrial Cleaning Compounds for Plant Process Equipment cleaning, for Cleaning plant process equipment • Sale/Service of Sanitizers and Microbial Control systems and chemicals such as Chlorine, Chlorine Dioxide, Liquid and Solid delivery Bromine Systems, Peracetic Acid and Quaternary Ammonia • Sale/Service of Waste Water chemicals to control pH, reduce BOD and reduce both organic and inorganic discharge to city or land applications. • Sales/Service of Specialty products to handle foaming issues, shock treatments, resin cleaning and RO membrane cleaning. If we didn't have a product for an application we would create one. • Managed Customer inventory and handled logistics for product delivery. • Designed chemical delivery systems to enhance production and reduced down time. One specific system I designed for Activated Liquid Bromine delivery has become the go to delivery system for B&L Neeley as plants look to replace existing systems. • Trained operators and plant personnel in chemical use and safety to reduce risks, decrease downtime and increase production. • Trouble shot issues in plant production and developed solutions to reduce costs, increasing efficiency of production • Wrote plant process cleaning procedures • Managed and gave directives to fellow team members Show less