Compassionate professional with extensive experience in memory care and business development. Proven track record in building strong relationships and executing community outreach initiatives. Successfully connected clients with essential services, enhancing overall quality of life.
Overview
24
24
years of professional experience
Work History
Memory Care Advisor/Sales and Marketing Director
Arden Courts of Ft. Myers
Fort Myers, Florida
04.2024 - Current
Communicated effectively with families regarding resident care and wellness updates.
Collaborated with nursing staff to address any changes in resident health status.
Trained new staff on care procedures and facility protocols effectively.
Provided comprehensive assessments of clients' needs and developed individualized service plans.
Participated in educational programs designed to improve knowledge of current best practices in the field.
Coordinated referrals to appropriate medical specialists or community agencies.
Conducted outreach activities aimed at connecting individuals who were in need of memory care with our facility.
Organized and facilitated regular case conferences with other health care professionals.
Collaborated with the multidisciplinary team to provide optimal care for clients.
Educated clients on services and benefits tailored to their conditions and situations, enhancing their understanding of available options.
Developed and maintained relationships with community resources to ensure access to services for clients.
Coordinated comprehensive care plans for patients through close collaboration with healthcare professionals and specialists, ensuring tailored support.
Managed patient admission and discharge processes, ensuring smooth transitions.
Facilitated communication between patients and healthcare teams, acting as a primary point of contact.
Coordinated with community resources to provide comprehensive support to patients.
Provided emotional support and guidance to patients and their families.
Screened patients for eligibility for state, local and federal assistance programs.
Collaborated with staff to ensure alignment on sales and marketing goals.
Planned promotional events such as trade shows, conferences, webinars.
Coordinated with other departments such as finance or operations regarding project timelines or budget allocations.
Cultivated professional relationships with suppliers and key clients, fostering partnerships that supported long-term business growth.
Business Development Specialist
Comfort Keepers
Fort Myers, Florida
04.2022 - 04.2024
Conducted market research to identify new business opportunities.
Identified business prospects through cold calling, networking, and targeted marketing strategies.
Generated sales leads by attending trade shows and networking events.
Developed relationships with potential clients to gain momentum for account development opportunities.
Cultivated client relationships to optimize service offerings.
Developed key relationships with customers through regular communication, meetings, and events.
Researched potential business opportunities in new and existing markets.
Collaborated with team members to create effective marketing strategies.
Partnered with team members in other business functions to establish best possible solutions.
Supported development of strategic alliances with external organizations to increase brand visibility.
Assisted in coordinating community outreach events for brand awareness.
Participated in networking events and industry conferences to build professional relationships and identify business opportunities.
Set up potential client contacts, cultivated relationships, and followed through on service needs.
Residential Sales Consultant
Service Experts HVAC
Fort Myers, Florida
09.2019 - 04.2022
Developed customized heating and cooling solutions for diverse clientele.
Assessed residential HVAC needs and preferences to deliver tailored solutions.
Informed customers on energy efficiency and system enhancements to promote informed decisions.
Collaborated with installation teams to ensure seamless service delivery.
Managed customer inquiries and provided timely follow-up communication.
Resolved customer issues promptly to improve satisfaction ratings.
Fostered strong relationships with clients through exceptional service and support.
Maintained knowledge of industry trends and competitive offerings.
Performed administrative tasks including scheduling appointments, preparing documents and filing paperwork.
Comfort Consultant
Quality Heating and Cooling
Massillon, Ohio
09.2017 - 10.2019
Assessed customer homes to identify tailored energy efficiency solutions.
Recommended products aligned with client preferences and budget to enhance comfort.
Educated customers on system features and benefits to support informed decision-making.
Consulted with clients on heating and cooling system needs.
Assisted customers in selecting the best comfort solutions for their homes and businesses.
Coordinated installation schedules with technical teams.
Conducted follow-up calls to ensure customer satisfaction post-installation.
Responded promptly to customer inquiries via phone, email, or in person.
Provided detailed product information to clients, including features and benefits of different products.
Restaurant Manager
Weymouth Country Club
Medina, Ohio
04.2016 - 09.2017
Managed daily restaurant operations to ensure efficient service and guest satisfaction.
Trained and developed staff on menu knowledge and customer service standards.
Resolved customer complaints promptly to enhance guest satisfaction and loyalty.
Monitored health and safety regulations to ensure compliance and uphold restaurant standards.
Managed day-to-day operations of restaurant, including scheduling, budgeting, and inventory control.
Supervised and trained staff in customer service, food handling, and safety protocols.
Communicated well and used strong interpersonal skills to establish positive relationships with guests and employees.
Oversaw the recruitment, hiring, onboarding, training, scheduling and evaluation of employees.
Inspected dining room area regularly for cleanliness and adherence to safety standards.
Trained front-of-house staff on restaurant policies and procedures, guest service techniques and communication skills to promote positive experiences.
Gathered guest feedback on food quality and service, addressing concerns and enhancing overall dining experience.
Waiter/Bartender
Marix Tex Mex Cafe
West Hollywood, California
11.2005 - 03.2016
Delivered exceptional customer service, enhancing guest satisfaction and comfort.
Took orders from patrons accurately and efficiently.
Collaborated with kitchen staff to deliver accurate food and drink orders.
Recommended menu items tailored to guest preferences and dietary restrictions, contributing to a personalized dining experience.
Helped customers select menu items by suggesting courses, explaining specials and answering food preparation questions.
Maintained knowledge of menu items, ingredients and preparation methods to assist guests with menu selection.
Informed customers about specials, upselling additional food and drink items.
Addressed concerns quickly to improve customer experience and escalated issues to management for resolution.
Provided excellent customer service to ensure repeat customers.
Managed cash register and processed customer payments efficiently.
Delivered accurate checks at the end of each meal period.
Completed opening and closing checklists to ensure smooth restaurant operations.
Sales Associate
Contact Office Solutions
Rancho Dominguez
09.2003 - 11.2005
Assisted customers in selecting office supplies and solutions tailored to their needs.
Assisted customers with product selection, sizing and styling.
Demonstrated product features to enhance customer understanding and engagement.
Explained product features and educated customers on usage, facilitating informed purchasing decisions.
Provided accurate information about products, prices and services.
Processed customer transactions accurately using point-of-sale systems.
Resolved customer inquiries and issues promptly, enhancing overall satisfaction.
Handled customer complaints in a professional manner.
Collaborated with team members to create a welcoming shopping environment.
Worked with fellow sales team members to achieve group targets.
Adapted sales strategies based on customer interactions and feedback to improve results.
Built and maintained relationships with peers and upper management to drive team success.
Financial Advisor
Northwestern Mutual Financial Network
Akron, Ohio
06.2002 - 08.2003
Developed comprehensive financial plans for clients to achieve their financial goals.
Analyzed market trends to provide informed investment recommendations to clients.
Monitored client portfolios, ensuring recommended investments aligned with client goals and objectives.
Conducted regular client meetings to assess portfolio performance and make adjustments.
Interviewed clients to determine income, expenses, financial objectives, and risk tolerance in order to develop successful financial plans.
Researched and evaluated investment options, effectively diversifying client portfolios to mitigate risk.
Educated clients on insurance products, enhancing financial security and informed decision-making.
Collaborated with a team of specialists to improve service offerings and client satisfaction.
Implemented compliance measures to ensure adherence to regulatory standards in financial advising.
Provided ethical, objective and holistic financial planning advice to clients.
Education
Bachelor of Arts - Business And Organizational Communications
Akron University
Akron, OH
05-2002
Skills
Event coordination
Community outreach and networking
Relationship management
Critical thinking and organization
Articulate communication
Active listening
Timeline
Memory Care Advisor/Sales and Marketing Director
Arden Courts of Ft. Myers
04.2024 - Current
Business Development Specialist
Comfort Keepers
04.2022 - 04.2024
Residential Sales Consultant
Service Experts HVAC
09.2019 - 04.2022
Comfort Consultant
Quality Heating and Cooling
09.2017 - 10.2019
Restaurant Manager
Weymouth Country Club
04.2016 - 09.2017
Waiter/Bartender
Marix Tex Mex Cafe
11.2005 - 03.2016
Sales Associate
Contact Office Solutions
09.2003 - 11.2005
Financial Advisor
Northwestern Mutual Financial Network
06.2002 - 08.2003
Bachelor of Arts - Business And Organizational Communications