Results-focused Supervisor offering successful background leading talented sales personnel. Successful at engaging with staff by discussing sales performance, maintaining accountability and acknowledging excellent performance. Driven to maintain service standards by supporting staff in handling service issues and customer communications.
Overview
35
35
years of professional experience
Work History
Supervisor/Department Head
Paramount Pictures
Weatherford, TX
08.2021 - 02.2022
COVID-19-Health and Safety
Paramount/Viacom, for Television show 1883
Coordinated with all levels of production, VIP’s, COVID-19 Labs, Emergency Services as it relates to Health and Safety and risk management
Created successful work schedules for each team member to maintain deadlines and fully staff shifts.
Applied strong leadership talents and problem-solving skills to maintain team efficiency and organize workflows.
Enforced rules and regulations outlined in company manual to set forth expectations comprehensibly and consistently.
Set overall vision and provided team leadership.
Maintained clean and well-organized production areas to avoid violations or unnecessary work delays due to hazards or inefficient layouts.
Defined operational metrics to evaluate efficiency of processes and procedures.
Mentored newly hired employees on operating equipment and safety and developed training manual to use for reference.
More COVID-19 (May 2020-August 2021)
Flying Frogs (Domestic Security/Risk Management), Secret Compass (UK Security/Risk Management) COVID-19 Compliance Office/RISK Management for Television shows
Includes: Magnolia, Disney, Apple TV, HGTV, ITVA, High Noon Productions
PPE Solutions COVID-19
CKG Solutions, leading sales team in COVID-19 Global Response, El Dorado Hills, CA
Processed over 1 billion pieces of PPE for Domestic, Foreign, Federal, State and municipal during beginning of COVID-19 pandemic.
Consultant
Zolla
Redding, CA.
08.2019 - 12.2020
Digital Dank provides consulting for businesses from innovation in bleeding edge technology to creating partnerships with Microsoft, amazon cloud technologies and more
Building key partnerships with Microsoft and Amazon solutions helping build enterprise solutions for Tech companies.
Securities
Improved performance, hiring practices and management systems to facilitate success of client's organization.
Analyzed problematic areas to provide recommendations and solutions.
Collaborated with teams to define, strategize and implement marketing and web strategies.
Aligned closely with business owners and employees to gather information and gain operational insight.
Implemented practices and procedures to reduce expenditures and increase savings.
Onboarded and managed new client accounts to boost retention rates.
Created and developed detailed work plans to meet business priorities and deadlines.
Organized and analyzed primary and secondary research to understand industry, market and company trends.
Integrated technology and business operations to identify targeted solutions to customer issues.
Prepared presentations to explain revisions, enhancements and process improvements of organization's systems and programs.
Educated staff on organizational mission and goals to help employees achieve success.
Maintained overall safe work environment with employee training programs and enforcement of safety procedures.
Evaluated staff performance and provided coaching to address inefficiencies.
Developed effective improvement plans in alignment with goals and specifications.
Operations Manager
DIGITAL DANK P, Principal
Redmond, WA
05.2019 - 02.2020
Consulting to provide and perform business development services including but not limited to: Analysis of current business model, new business opportunities, introduction to mutually beneficial networks, potential licensing opportunities, as well as market analysis for future direction.
Formulated processes to reduce downtime and financial loss.
Collaborated cross-functionally to refine procedures, devise best practices and enforce quality metrics.
Reduced process bottlenecks by training and coaching employees on practices, procedures and performance strategies.
Introduced new methods, practices and systems to reduce turnaround time.
Established positive and effective communication among unit staff and organization leadership, reducing miscommunications and missed deadlines.
Identified procedure or process changes required to improve performance and productivity.
Executive Producer
Via Lionsgate entertainment Company
Los Angeles, CA.
01.2015 - 01.2019
Ronda Rousey Story "Through My Fathers Eyes"
Structured Company
Made presentations to investors, financiers and other project stakeholders to obtain project funding.
Selected artists, directors and crew members to work on films, television shows and albums.
Collaborated with legal department to draw up contracts for artists and crew members.
Presented production ideas and determined creative scenarios for production and delivery.
Collaborated with network executives to define and propel organization's mission and vision.
Interim Development Officer and President
BeatStoc, Music Platform
Santa Monica, CA
01.2015 - 01.2018
Developed short-term and long-term sales objectives and strategic plans to meet market needs.
Developed and executed strategic initiatives to implement key changes and improvements in business development and sales programs.
Implemented successful approaches to revitalize underperforming product lines and create new profit-generating enterprises.
Identified investment opportunities, threats and challenges to accurately forecast company budget.
Principal and Portfolio Manager, Registered Investment Advisor, Top Advisor
Strategic Wealth Group, RIA
Sacramento, CA
01.2016 - 01.2018
Managed and operated RIA for family and individual clients
Managed own proprietary portfolios via LPL platform.
Communicated market developments, portfolio changes and annual performance information to clients.
Developed rebalancing strategies to minimize risk exposures.
Provided strategy advice to high net worth clients.
Facilitated portfolio performance review and implemented new strategies.
Reviewed historical records, current operational data and forecasting information to identify and capitalize on system enhancement opportunities.
Prepared cash flow projections, cost analysis and monthly, quarterly and annual reports.
Established and enforced internal controls, workflows and policies for tracking, reconciling and reporting on accounting activities.
Portfolio Manager
Up Capital Management RIA
Granite Bay, CA
01.2012 - 01.2015
Managed own book of business for family and independent investors
Co-author weekly newsletters, conferences and events.
Facilitated portfolio performance review and implemented new strategies.
Provided strategy advice to high net worth clients.
Communicated market developments, portfolio changes and annual performance information to clients.
Developed rebalancing strategies to minimize risk exposures.
Vice President, Private Client Group
V.P. Private, Fidelity Investments
Sacramento, Roseville, CA
01.2005 - 01.2012
Developed and managed over $1B for Private Client Group
Focus on complex Estate, Income and Retirement planning
Top Performer, Presidential awards, President of “Magnificent Seven” TOP GUN Advisors 2009
Trained and Coached hundreds of Wealth Advisors for Fidelity Investments, TD Ameritrade, and affiliates.
Spearheaded cross-functional initiatives across departments to achieve business goals for bottom-line profits.
Led operational team in development, rollout and management of new product lines.
Collaborated with senior management to develop strategic initiatives and long term goals.
Monitored industry trends, keeping current on latest changes and competition in industry.
Financial Representative/Customer Service Representative
Fidelity Investments
Tysons Corner, VA
01.2000 - 01.2005
Assisted acquisition of new clients in retirement and income planning for senior representatives
Focus: Acquisition, Retention and customer experience
Assisted brokers with trading and planning
Acquired: Series, 7, 63, 66, Life and Health (Inactive licenses)
Met with members to understand goals and recommend solutions to fit specific needs.
Contacted prospective customers to present service options and explain details.
Presented financial plans to clients based on analysis of financial status and goals.
Detail Leader/Executive Protection Agent
Vance International
Oakton, VA
01.1994 - 01.2000
Responsible for over 50 High Value Target Clients
Managed small- and large-scale details, operations for domestic and international clients
Conducted threat assessments, advanced surveys with proposed measures
Tactical Trainer of over 100 agents with tactics and operations
Maritime Security, Asset Protection, High Value Individuals, Complex event planning and Risk Management, Aviation Risk Management, Convoy Risk Management, Domestic/International with Multiple Intelligence and Security Agencies and more.
Fostered effective tactical communication through encryption device programming and radio operation.
Mitigated operations risks through proactive coordination of crisis response and emergency management strategies.
Infantry Fire Team Leader
USMC
Norfolk, VA
01.1992 - 01.1994
FAST TEAM (Fleet Antiterrorism, USMC Special Operation/Security Forces, Volunteer selection for FAST TEAM Marines, 50-man platoon
Multiple deployments, decorated, medical and honorable discharge.
Education
BBA - Business Management And Theology
William Jessup University
Rocklin, CA
05.2011
Skills
Priority management
Training and mentoring
Operations management
Negotiation
Team Building
Strategic planning
Staff Management
Project Management
Business Development
Timeline
Supervisor/Department Head
Paramount Pictures
08.2021 - 02.2022
Consultant
Zolla
08.2019 - 12.2020
Operations Manager
DIGITAL DANK P, Principal
05.2019 - 02.2020
Principal and Portfolio Manager, Registered Investment Advisor, Top Advisor
Strategic Wealth Group, RIA
01.2016 - 01.2018
Executive Producer
Via Lionsgate entertainment Company
01.2015 - 01.2019
Interim Development Officer and President
BeatStoc, Music Platform
01.2015 - 01.2018
Portfolio Manager
Up Capital Management RIA
01.2012 - 01.2015
Vice President, Private Client Group
V.P. Private, Fidelity Investments
01.2005 - 01.2012
Financial Representative/Customer Service Representative