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Experience

    • United States
    • Construction
    • 1 - 100 Employee
    • Vice President
      • Jan 2018 - Present

      Oversee all aspects of the CSI operation and clearly define and drive execution of strategic plans to achieve organizational growthDuring my tenure, I was responsible in increasing Operational Productivity and Office Efficiency, Warehouse Accuracy, lead the Sales team to surpass annual goals, improve the overall Customer experience Work directly with the CFO and President/CEO to carry out the vision of the corporationEstimate costs for Development and Expansion Projects with ability to plan and see the "big picture"Develop and manage feasibility studies, budgets and schedules to ensure projects align with the company’s development strategiesExecute the financial strategy of the Company while ensuring full transparency Lead and execute on strategic planning processesImplement technology initiatives to improve company workflow Proven track record of successfully leading a team of managers to accomplish their departmental objectives while keeping personnel motivated and goal driven

    • General Manager
      • Feb 2014 - Jan 2018

      Manage day to day operations across all departments.Initiate and Implement corporate strategy resulting in efficiency and cost savings company wide.Led a team of key players that collectively increased the gross income of the business 25% during tenureCorrespond with Managers to ensure project timeline and scope exceed expectation, customer satisfaction is met, ensure that billing and receivables are accurate, and guarantee each job is installed safely and in accordance to OSHA guidelinesEstablished and maintained strategic business relationships with clients, banks, brokerage firms, and other industry leadersImplemented a CRM (Customer Service Management) software with IT department to improve business practices and increase efficiency company wide

    • Financial Comptroller
      • Feb 2007 - Feb 2014

      Completed budget analysis and forecasting including monthly financial reporting, identification and implementation of expense reduction programConducted payroll, bank reconciliation, accounts payable, preparation of corporate city, federal and state taxesCorresponded with senior management in developing business solutions in financial and business operationParticipating member of development and support team for billing department including regression testingAnalyzed corporate wide expenses and enforced cost cutting decisions to assist in corporate revenueEvaluated project job costing to determine contract bid pricing to actual costs gauging overall profitability

    • United States
    • Financial Services
    • 1 - 100 Employee
    • Regional Manager
      • Jul 2006 - Sep 2006

      • Developed regional business strategy/plan including evaluation of short term and long term marketing opportunities • Advised marketing team in marketing initiatives including evaluation of search engine optimization and ROI • Represented Saturna at meetings and events with current and potential business partners • Developed regional business strategy/plan including evaluation of short term and long term marketing opportunities • Advised marketing team in marketing initiatives including evaluation of search engine optimization and ROI • Represented Saturna at meetings and events with current and potential business partners

    • United States
    • Financial Services
    • 1 - 100 Employee
    • Business Development Manager
      • May 2003 - Jul 2006

      Business Development Manager • Enhanced the growth of AAA, by increasing clientele & total assets by 31% • Developed local, regional and national marketing plans effectively branding AAA in key markets by using multimedia campaigns, e-marketing, promotional events, tradeshows and presentations • Led research team in defining the needs of target markets and formulate effective responses • Established strategic business relationships with banks, brokerage firms, 401k & 403b providers • Organized and led meetings to train/educate personnel in market trends, brand and business strategy initiatives • Conducted monthly marketing presentations to clients specific to investment, college, and retirement planning • Managed graphic design team in creating industry-focused marketing materials for print and web publications ensuring accordance with NASD marketing regulations • www.investaaa.com • Responsible for facilitating the launch of the first AAA marketing website, November 2003 • Directed internet marketing strategies and campaigns by using search engine marketing tactics, e-newsletters, distance learning programs, online banner advertisements Business Compliance Associate • Developed, reviewed and amended processes and procedures manual to ensure compliance with Securities Exchange Commission (SEC) • Reviewed financial documents and participated in Sarbanes Oxley (SOX) evaluation/controls • Utilized accounting and reporting systems to provide specialized financial and cost accounting information to senior management on a routine basis • Formulated and tested Business Continuity, Data and E-mail retention programs • Filed forms ADV, NQ, NCSR, NSAR, NPX, N1A, and 24F with the SEC / NASD • Worked with IT consultants in improving network and participated in internal audit of systems

    • United States
    • Higher Education
    • 1 - 100 Employee
    • MS Office Suite Specialist - Dept of Molecular Genetics
      • Sep 2000 - Jul 2002

      • Created databases using Microsoft Access, File Maker Pro • Developed and performed presentations with fellow employees using Microsoft Excel and Microsoft Power Point • Formulated complex department expenditure spreadsheets for a number of programs • Rolled out Windows 2000, Me, NT and XP to numerous computers • Setup new workstations, adding users to the network, authorizing user rights • Created databases using Microsoft Access, File Maker Pro • Developed and performed presentations with fellow employees using Microsoft Excel and Microsoft Power Point • Formulated complex department expenditure spreadsheets for a number of programs • Rolled out Windows 2000, Me, NT and XP to numerous computers • Setup new workstations, adding users to the network, authorizing user rights

    • United States
    • Utilities
    • 700 & Above Employee
    • Quality Assurance Analyst (Internship)
      • May 2001 - Aug 2001

      • Constructed an informative database, “QA Workers Database”, specifying Quality Assessment of all employees by creating macros, modules and queries using Microsoft Access and SQL • Consulted with medium and large-size departments to identify and address issues including: the identification and prioritization of IT opportunities, and development of systems maps • Composed Technical writing manual for end users to provide guidance in using QA Workers database and other energy software • Maintained departmental network and website using Microsoft Front Page

Education

  • University of Illinois Chicago
    Bachelor’s Degree, Economics and Management
    2001 - 2003
  • Oakton Community College
    1998 - 2001
  • Niles West High School
    High School
    1993 - 1997

Community

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