Brandy Patrick

• Directs the nationwide operations of the record retrieval service vertical focusing on team development, organic growth, acquisition, integration and financial strategies
• Strategically plans for the future of the organization by developing short, intermediate and long range plans, acquisition strategies, operational efficiencies, change management and technology needs of the records division to achieve goals and objectives for Lexitas and its shareholders.
• Ensures consistent delivery of all services, promoting strong customer service standards and operational efficiency to encourage continuous improvement.
• Determine methods and procedures for executing corporate wide strategic plans, action plan initiatives and programs within the records division.
• Actively lead, manage and monitor projects and committees related to operational, product and sales initiatives to ensure the records division is aware and incorporating new trends, technology and product offerings to exceed customer expectations.

Key Achievements :

• Created a dynamic and achievement focused executive team structure resulting in strong gross profit and EBITDA gains.
• Acquired and integrated six businesses into the Records Division during 2020, navigating the company through the uncertainty of the pandemic.
• Created a start up business, MDL, for Lexitas in the height of the pandemic, implementing a customized software solution to the Zantac Litigation in a first of its kind collaboration between plaintiff and defense leadership vendor program.
• Spearheaded a dynamic software development solution for the Records Division including a proprietary back office system and client portal.
• Launched Record Insights, an incredibly impactful AI tool utilizing Natural Language Processing.

Accountable for the leadership, strategy development and growth of the Defense Records Service line of the Records Division.

• Identified, improved and actively managed operational efficiencies within the organization.
• Prepared annual budget forecasts and monitored performance to meet organizational objectives.
• Accountable for establishing short, intermediate and long range strategic planning initiatives for clients in defense litigations. This includes areas of litigation such as property casualty, insurance defense, medical malpractice, product liability, etc. Focused on exceeding the goals and objectives of the organization by analyzing data, preparing budget estimates, developing marketing strategies and implementing policy and procedures within the business units.

Key Achievements :

• Visioned out an Annual Records Summit, where Defense, Plaintiff and Worker's Compensation service verticals could meet and work toward unification of the service lines.
• Streamlined operational processes which resulted in cost savings, staff reduction and professional development of key employees.
• Cultivated strong relationships with external partners to foster collaboration and maximize resources.
• Exceed established budget goals through active participation and leadership in sales management and business development programs.
• Developed and implemented new strategies and policies in collaboration with executive partners to establish and achieve long-term business objectives, providing company with strong and sustainable organizational leadership.

Started the Record Retrieval Division of Lexitas.

• Managed and sustained operational excellence of the P&L.
• Developed and continuously improved cross training materials in governance of the Value Creation Plan.
• Trained and developed new hires and current staff on sales initiatives, marketing concepts, branding and corporate strategies
• Advised the corporate officers on potential acquisitions in the record retrieval space.
• Responsible for advising the corporate office on effective integration of the records division into the existing company.

Key Achievements:

• Substantial year over year organic growth of 20% or greater.
• Effectively nurtured and promoted a cross sales environment with our court reporting partners.
• Managed budgets to reduce expenses and increase fee income.
• Instituted retail compliance structure to develop sound regulatory performance.
• Facilitated and led a culture change to improve the customer experience.
• Designed, monitored and implemented incentive and sales programs.

Owner and Chief Operating Partner of the Record Retrieval and Court Reporting businesses of America First.

Accountable for the management of daily operations, organic growth and customer service of the records division of America First.

Accountable for the management of daily operations of the records division.

Management of the Records Support Specialist, Account Management and Production Teams of the Records Division.

Responsible for managing the service and follow up on legal requests for records needed for civil lawsuits.