May 2020 – Oct 2023 · 3 yrs 5 mos · San Diego, California, United States

• As the Executive Vice President of Sales and Operations of IdeaPros, I drive revenue growth, improve operational efficiency, and foster innovation within the organization while also providing valuable guidance and support to the entrepreneurs in the company's ecosystem.

Jun 2019 – May 2020 · 11 mos

• In this role, I deliver strategic leadership and oversight to dynamic insurance sales operation, comprising motivational team building, innovative marketing programs, and cutting-edge sales initiatives. As well, I spearhead model and forecast development; perform detailed analysis and leverage data into actionable insights to enhance KPI targeting, maximize quality lead generation, and yield optimal outcomes. Further, I align cross-functional teams with shared objectives comprising quality assurance, regulatory compliance, client services, workforce optimization, and human resources management. Additionally, I utilize market analysis and historical trends to redefine sales processes and optimize outcomes; integrate operational efficiencies and drive process improvements maximize profitability. Most importantly, I cultivate meaningful and lasting relationships with key clients, which is instrumental in business expansion.

Jul 2017 – Jul 2019 · 2 yrs

• As the director of sales for our call center, I strategically commanded a team of 270+ in high-volume, dynamic call center environment, and fostered a high-performing culture of excellence, work-life balance, continued development, and trust. Further, I integrated personal and professional development initiatives to inspire individual and collective achievement, and promote common purpose and workforce camaraderie, and provided leadership, direction, and accountability to managers, supervisors, and leads. Additionally, I invested in my own robust, dynamic leadership style to connect personally as impactful mentors and coach to increase workforce engagement, commitment, and retention. To this end, I drove operational enhancements via efficient problem resolution, developing and executing tactical action plans, completing system audits and analysis, and propelling system and process improvement.

Jan 2015 – Jul 2017 · 2 yrs 6 mos

• In this role, I provided strategic direction and leadership to a high-performing team of sales training specialists and launched innovative classroom and virtual instruction. As well, I analyzed, developed, designed, integrated and evaluated cutting-edge sales training programs, comprising onboarding and operational excellence training. Further, I collaborated with cross-functional internal teams, SMEs and external partners to ensure training and resource alignment with corporate goals and objectives, working closely with sales leadership, compliance, and HR. In addition to optimizing sales training documentation via integrated LMS (Litmos), I also developed and implemented cohesive strategy for store visits comprising detailed performance auditing to identify opportunities of improvement and growth. I also ensured vision alignment with operational and sales leaders, to maximize adoption of innovative sales, quality, customer service, and training initiatives, and fostered mutually beneficial partnerships with business intelligence and retail applications to automate and streamline reporting and bolster system needs across executive and field levels.

Jul 2014 – Jan 2015 · 6 mos

• As a branch manager, I accelerated growth and revenue augmentation via effective cost containment and superior customer service. As well, I spearheaded branch communication by facilitating regular meetings to identify areas of growth opportunities and fostered high-performing culture of excellence and engagement via empowering and motivational leadership. I also emphasized a consultative approach to client relationship building, expertly customizing solutions and service, and was instrumental in maximizing branch profitability, influencing change, and maintaining operational excellence.

Jan 2014 – Jul 2014 · 6 mos · Los Angeles Metropolitan Area

• In this dual role, I prioritized and directed all sales personnel and strategy, comprising oversight of nine dynamic sales agents, 78 diverse representatives, and an expansive customer service team. To this end, I led talent acquisition, training, and ongoing development of sales team to drive successful lead generation increased sales volume and profits acceleration while identifying areas of improvement. As well, I authored and integrated training and reference material, employee handbooks, and customer service protocol for staff development and sales training, and fostered culture of consistency and excellence. Additionally, I performed detailed KPI analysis and sales call audits to identify coaching opportunities and celebrate successes, and helmed public relations management to efficiently resolve customer inquiries and complaints, launch innovative marketing campaigns and improve community engagement and partnership building.

Apr 2009 – Jan 2014 · 4 yrs 9 mos · Long Beach

• In this multifaceted role, I leveraged extensive financial training and expertise to conduct comprehensive file audits to maintain critical corporate funding and identified process and procedural improvements to maximize efficiencies and increase business development. As well, I strictly managed access to sensitive and confidential customer information comprising credit checks, auto checks, background checks, and identity theft reports. Further, I successfully piloted training manuals and instruction for phone etiquette, customer service, scripts, and sales. For my efforts, I was recognized as #1 Loan Officer over four consecutive years for highest number of loans written and sold.

Nov 2006 – Jan 2009 · 2 yrs 2 mos · San Diego County, California, United States

• As a business owner, I streamlined comprehensive business operations, including marketing, budget administration, and profit and loss analyses, to deliver rapid achievement company goals. As well, I orchestrated diverse events, maintaining multiple, advanced schedules, strategically aligning resources and delegating responsibilities to ensure seamless event production. I also integrated critical regulatory compliance, risk management, and crowd control initiatives to maintain safe environments for staff and event-goers, and delivered superior guest service as acting host, bringing constant enthusiasm and positive energy. Overall, I fostered a dynamic culture of excellence and consistency while educating staff on hospitality etiquette and protocol.

May 2003 – Jan 2007 · 3 yrs 8 mos · San Diego County, California, United States

• As a financial advisor, I maintained expertise of finance, economy, interest rates, and stock market trends, and leveraged knowledge to spearhead new hire training across all systems and product lines, sales techniques, and delivery. As well, I strategically prospected and acquired new business, securing clients for real estate and financial needs. I also secured personalized mortgage loans for individual financial circumstances while customizing plans to help consumers achieve diverse financial goals. Additionally, I performed exhaustive analysis of customers income, assets, investments, debt, credit history, prior bankruptcies, judgments, and liens, as well as characteristics of property to build personalized plans.

Jan 2002 – Oct 2005 · 3 yrs 9 mos · San Diego County, California, United States

• As an acting coach, I trained diverse actors and performers of all ages in the entertainment industry, developing critical social skills, confidence-building techniques, and imagination, all while public speaking abilities. As well, I instructed on character creation and development, including monologues, scenes, and improvisation. Additionally, I organized and assisted groups at biannual convention in Los Angeles and New York City.