Experience

Center for Tax, Strategies & Resources

• United States
• Financial Services
• 1 - 100 Employee

• Chief Operating Officer

  • Apr 2019 - Present

  Assisted in the development of the organization. From the documentation, products and services, pricing, website development, to the ongoing management. The Center is a membership-based organization that operates as a national financial services think tank. The organization is for CPAs, Tax Attorneys, Asset Under Management, Insurance Professionals, etc. who wish to remain independent without being alone. The Center engages with top financial minds and our membership increase their efficiency and performance via strategies and resources they otherwise would not have access to. Show less



BFHS INSURANCE SERVICES, INC

• United States
• Insurance

• Chief Operating Officer

  • Sep 2012 - Present

  I oversee the day-to-day operations of the corporation. The corporation does business under the name The Advisor Consulting Group (ACG). ACG is a complete financial services organization. I oversee the day-to-day operations of the corporation. The corporation does business under the name The Advisor Consulting Group (ACG). ACG is a complete financial services organization.



KBC Financial and Insurance Services, Inc.

• West Hills, California

• President

  • Dec 2012 - Present

  After learning so much about the financial services industry, I decided to go out on my own and do what I had done for my previous employers for other entrepreneurs. This corporation assists other corporations and/or financial representatives with back-office assistance and/or management. Additionally, I am a traveling notary. After learning so much about the financial services industry, I decided to go out on my own and do what I had done for my previous employers for other entrepreneurs. This corporation assists other corporations and/or financial representatives with back-office assistance and/or management. Additionally, I am a traveling notary.



XEL Financial and Insurance Services, Inc.

• Chief Operating Officer

  • Feb 2002 - Present

  After the sale of my previous employer's business, I was hired by XEL. I ran the principal's business so that he was freed up to do the tasks he enjoys. I have done all aspects of his business - from overseeing employees (hiring, training, terminating), sales process (preparing sales presentations), underwriting (gathering and coordinating information to be provided to various companies), to the ongoing servicing of our clients' needs. After the sale of my previous employer's business, I was hired by XEL. I ran the principal's business so that he was freed up to do the tasks he enjoys. I have done all aspects of his business - from overseeing employees (hiring, training, terminating), sales process (preparing sales presentations), underwriting (gathering and coordinating information to be provided to various companies), to the ongoing servicing of our clients' needs.



Executive Compensation Group

• Woodland Hills, CA

• Vice President, Client Services

  • 1997 - 2002

  While employed at ECG, I ran the day to day operations of the owners business. I was able to increase the business's revenue by multimillion dollars and helped the owner sell his financial services company for millions of dollars. While employed at ECG, I ran the day to day operations of the owners business. I was able to increase the business's revenue by multimillion dollars and helped the owner sell his financial services company for millions of dollars.



Great Western Bank

• Financial Services
• 700 & Above Employee

• Assistant Manager

  • 1993 - 1997

  While working at Great Western Bank, I was responsible for running the bank branch - from hiring, training, terminating, and promoting employees to overseeing the new accounts area to the teller side. While working at Great Western Bank, I was responsible for running the bank branch - from hiring, training, terminating, and promoting employees to overseeing the new accounts area to the teller side.



HomeFed Bank

• La Mesa, California, United States

• Financial Services Representative

  • 1990 - 1993

  Out of college I started in banking as a new account representative and worked my way up the ladder within the banks I worked for. Out of college I started in banking as a new account representative and worked my way up the ladder within the banks I worked for.



Kids Mart

• San Diego, California, United States

• Sales Representative

  • Jun 1986 - Sep 1986

  In order to stay in San Diego for the summer, my parents insisted that I get employment. This was the only job available to me, as I started my search late. I was a sales representative for this children's clothing and accessories store located in the mall. In order to stay in San Diego for the summer, my parents insisted that I get employment. This was the only job available to me, as I started my search late. I was a sales representative for this children's clothing and accessories store located in the mall.



Orbachs

• West Hills, Califorinia

• Retail Sales Clerk

  • 1984 - 1985

  During my senior year of high school, worked at the now-defunct Orbachs department store as a sales clerk. I covered the Men's, Children's, Women's Dresses, and Women's undergarmets. During my senior year of high school, worked at the now-defunct Orbachs department store as a sales clerk. I covered the Men's, Children's, Women's Dresses, and Women's undergarmets.



ROCHELLE

• 1 - 100 Employee

• Warehouse Manager

  • 1982 - 1985

  Rochelle was a model who later became a sweater designer and manufacturer. She started a sweater importing business where she designed and produced women's sweaters. Started out as a stockboy and within a year became the warehouse manager. Rochelle was a model who later became a sweater designer and manufacturer. She started a sweater importing business where she designed and produced women's sweaters. Started out as a stockboy and within a year became the warehouse manager.