Overview
Work History
Education
Personal Achievements
Certification
Timeline
Generic

Andrew Coello

Fort Lauderdale,

Overview

5
5
years of professional experience
1
1
Certification

Work History

Operating Director

Cornerstone Caregiving
01.2025 - Current
  • Manage and lead a team of 20+ employees to ensure efficient daily operations and team performance.
  • Built and maintained relationships with 11 referral sources to drive client referrals. (Hospitals, SNFs, ALFs, ILFs, Rehabs)
  • Managed the full client cycle — from referral lead intake and family assessments to service initiation onboarding and ongoing relationship management.
  • Launched and currently operate a new office from the ground up, with a focus on mastering operational efficiency and healthcare compliance.

Account Executive (1099)

253 Payment Pros
07.2024 - Current
  • Collaborate with businesses to reduce expenses and implement software solutions that enhance revenue generation and improve customer retention.
  • Utilized Clover devices as a POS system, becoming proficient in various applications to enhance customer retention and improve service efficiency
  • Managed the full sales cycle, from initiating client meetings to closing deals in person and successfully installing the technology.
  • Established a strong rapport with clients by consistently delivering knowledgeable advice on products tailored specifically to their needs.

Associate District Manager

ADP - Competitor Takeaway Role
07.2023 - 07.2024
  • Led team in competitor takeaways through my knowledge of our offerings & conveying effective value-proposition to prospects
  • Established referral-based partnerships with 4 Accountants, 4 SBB Bankers, 1 Broker, 2 Diverse Market COI's, & 1 property management firm
  • Negotiated and closed 38 deals through in-person discussions from the sales process of setting a meeting to implementation of technology to business owners
  • Leveraged Salesforce as a CRM platform to enhance sales performance, streamline processes, and identify new business opportunities.

Bartender Shift Manager

TownshipTLH
05.2022 - 06.2023
  • Job responsibilities include conducting inventory orders, help with team scheduling, & managed the cash handling of sales
  • Provide courteous and charismatic service to daily patrons of the venue

Financial Representative Intern

Northwestern Mutual
08.2022 - 12.2022
  • Reviewed client’s financial statements and implemented financial strategies specifically designed to achieve their long-term financial goals
  • Sourced potential clients and scheduled meetings to discuss company’s financial products
  • Provided life and health insurance solutions to ensure families' financial security and meet their unique needs

Loan Officer Sales Intern

Berkman Financial
02.2020 - 08.2020
  • Assisted clients in selecting appropriate loan products for their needs, resulting in higher customer satisfaction.
  • Delivered exceptional customer service by promptly addressing client concerns and resolving issues as they arose during the lending process.
  • Submitted loan applications to underwriter for verification and recommendations.

Education

Bachelor of Science - Finance

Florida State University
05.2023

Personal Achievements

E-commerce:

  • Developed an engaging website and online store to market and sell healthcare products designed to promote longevity for both men and women.
  • Designed and executed targeted ad campaigns to promote products and drive sales across social media platforms, including Facebook, TikTok, and YouTube.


Certification

  • 2-15 License: Health & Life (Including Annuities & Variable Contracts) Agent License
  • (Udemy) Microsoft Excel – Excel from beginner to Advanced


Timeline

Operating Director

Cornerstone Caregiving
01.2025 - Current

Account Executive (1099)

253 Payment Pros
07.2024 - Current

Associate District Manager

ADP - Competitor Takeaway Role
07.2023 - 07.2024

Financial Representative Intern

Northwestern Mutual
08.2022 - 12.2022

Bartender Shift Manager

TownshipTLH
05.2022 - 06.2023

Loan Officer Sales Intern

Berkman Financial
02.2020 - 08.2020

Bachelor of Science - Finance

Florida State University

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Andrew Coello