Feb 2022 – Present · 4 yrs 2 mos

• I'm honored to join the Advisory team & "Founders' Club" for Fathom, an outstanding Zoom app that automatically records & transcribes your Zoom meetings, while also providing a customizable interface for effortless note-taking.
• I've been using Fathom for almost a year & it has been a game-changer for my coaching and training. It helps me to be fully present in meetings, knowing that all the details are being recorded with no effort on my part.
• If I do want to take notes, it's a simple click and everything gets organized seamlessly. It helps me easily keep track of complex details for each of my clients, and track vital information over time.
• Best of all, it's entirely free!

Oct 2021 – Present · 4 yrs 6 mos · Arizona, United States · Hybrid

• I work with growing companies to implement a process proven to help them hire better people faster.

Feb 2020 – May 2023 · 3 yrs 3 mos

• The Blue Collar Culture Podcast is for business owners and leaders who work for a living. You've scratched and clawed to build your business. You don't have ping-pong tables and nap pods, you employ down-to-earth, hard-working men and women who aren't afraid to get their hands dirty.
• This podcast is about you. We highlight your stories of success and share the secrets to winning with Blue Collar Culture.

Dec 2010 – Sep 2011 · 9 mos · Scottsdale, AZ

• As the mortgage industry continued to recover from the recession, my role at CNN centered on creating processes and systems that managed compliance issues.
• It was here I discovered a passion for audits, recommending and implementing new platforms, and launching new effective systems.
• I also designed training curriculum and guidelines. With so much success, I was ready to set out on my own, using my corporate experience to equip small business leaders with the tools they needed to grow quickly and efficiently.

Apr 2010 – Nov 2010 · 7 mos · Peoria, AZ

• The mortgage industry was certainly on a rocky road to recovery in the years following 2009. Though my time at On Q Financial was brief, systems/process design and automation were budding hobbies.
• I discovered new ways to process high volumes of loans and to manage large pipelines, consistently ranking in the top 10 performers over these several months. All because I had the mindset of “there’s got to be a better, more effective way to do this.” I still use this assembly line mentality in every project today, saving clients valuable time, energy, and money.

Mar 2008 – Mar 2010 · 2 yrs · Phoenix, AZ

• The mortgage industry took its fair share of hits during the throes of the recession, and while at Bank of America, times were hectic and uncertain. I wore many hats, but I was best known for training and recruiting.
• In short, I knew how to hire. But I also understood how to fire.
• I learned to pinpoint ineffective and/or toxic employees, which in turn led me to recognize the marks of a bad hire and begin to match candidates with company values BEFORE I brought them to the team.
• I developed a process for screening and interviewing – accessing applicants’ authentic character. The passion behind what I do now stems largely from my time in corporate, where I built and managed the #1 performing team of mortgage processors and underwriters in the operating center. All while managing a pipeline of more than $90 million in mortgage loans.
• The success was possible because I defined the types of employees we needed and rooted all hiring decisions in that.
• Today, I use these corporate strategies to support small business leaders as they build amazing teams.

Jan 2007 – Jan 2008 · 1 yr · Phoenix, AZ

• In hindsight, this is where I began to see small businesses in action. I observed how Artisan operated and how the lack of systems and processes contributed to low performance. There was a constant revolving door of employees. I developed this mindset: “You may have good people and bad systems, and fail. Or good systems and bad people, and fail. You need both good people and good systems if you want results.” Further, I built a technology implementation plan. I still assist clients with a variety of platforms, software solutions, and workflow management.

Dec 2001 – Apr 2007 · 5 yrs 4 mos · Phoenix, AZ

• I remember Lion’s Gate as my introduction to an owner-operated company and all the inner workings of a small business. Ineffective processes and even nonexistent systems got my attention. I was genuinely curious, enjoyed research, and pitched my ideas to the owners. I evaluated new technologies and developed and implemented processes in the mortgage-lending operations processes. That was the first time I learned I could save a business money. It was thrilling for me, and that results-oriented focus is something I still carry with me now.