Douglas Schroer
West Palm Beach,FL
Summary
Accomplished Partner at Wharton Financial Group, Inc, with a proven track record in Healthcare strategic planning and administrative management. Leveraged Healthcare industry expertise in healthcare to exceed expectations and foster key client relationships. Skilled in Microsoft products and marketing, consistently achieving significant business growth through innovative strategies and effective risk management. Talented Partner 30+ years of Healthcare industry experience. Highly skilled at handling all types of issues successfully. Known for effective problem-solving and goal-oriented planning.
Overview
29
29
years of professional experience
Work History
Partner
Wharton Financial Group, Inc
02.2005 - Current
- Provided outstanding service to all individuals, promoting effective, and lasting business relationships.
- Oversaw firm's day-to-day administrative operations, provided guidance to support staff and enforced compliance with state, federal, and local regulations across organization.
- Spoke with peers to verify task completion, meeting tight deadlines, and schedules.
- Prepared and presented reports on status of projects and initiatives.
Consultant
Crumdale Partners
11.2017 - 08.2021
- Production responsibilities which exceeded Company expectations by a very large margin
- Collaborated with teams to define, strategize, and implement marketing and web strategies.
- Helped meet changing demands by recommending improvements to business systems or procedures.
- Maintained database systems to track and analyze sales data.
- Supported creation of detailed, technical financial models to value potential acquisition targets.
Partner
Creative Risk Management Associates, Inc
07.2005 - 10.2017
- Analyzed and presented financial standings and cost effectiveness to other partners and investors.
- Established and implemented business procedures and process improvements.
- Monitored key business risks and established risk management procedures.
- Developed innovative sales and marketing strategies to facilitate business expansion.
- Communicated business performance, forecasts and strategies to investors and shareholders.
Vice President of Business Development
USI
07.1995 - 08.2005
- Negotiated client contracts and agreements to cultivate profitable business transactions.
- Communicated directly with customers and partners to build strong business networks and relationships.
- Demonstrated products to show potential customers benefits and advantages and encourage purchases.
- Managed accounts to retain existing relationships and grow share of business.
- Established and maintained highly effective relationships with clients and industry partners to drive growth.
Education
Bachelor of Arts - Finance
Augustana College
Rock Island, ILSkills
- Strategic Planning
- Administrative Management
- Key client relationships
- Knowledgeable in Microsoft products
- Industry Expertise in Healthcare
- Marketing knowledge
Timeline
Consultant
Crumdale Partners
11.2017 - 08.2021
Partner
Creative Risk Management Associates, Inc
07.2005 - 10.2017
Partner
Wharton Financial Group, Inc
02.2005 - Current
Vice President of Business Development
USI
07.1995 - 08.2005
Bachelor of Arts - Finance
Augustana College
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