Experienced professional and manager focused on fostering team collaboration and delivering tangible outcomes. Demonstrated track record of effective leadership and team cultivation, adept at adjusting to evolving requirements and ensuring operational triumph. Proficient in strategic planning, performance management, and cultivating strong relationships. Known for dependability and consistently achieving organizational objectives.
Overview
33
33
years of professional experience
Work History
District Manager for the Monterra Community Development District
INFRAMARK LLC
10.2017 - 10.2024
Company Overview: INFRAMARK, LLC (the successor to Severn Trent) had an opportunity to take over the Monterra Community Development District's management in Cooper City, Fl.
Managed a portfolio of four other CDDs in addition to Monterra.
Provided administrative and financial services to a special form of government entity: A Community Development District (CDD) created under FS 190.
Responsible for all the landscaping, security, lake management, irrigation, and some ten miles of roads.
Conducted weekly meetings with landscaping, irrigation pest control and fertilization vendors on site. Conducted a 'drive around' with vendors to observe present conditions, status of repairs, and identify areas needing improvement.
Met with the Security Post Captain weekly and communicated daily regarding overnight security activity.
I was brought out of retirement when INFRAMARK, LLC (the successor to Severn Trent) had an opportunity to take over the Monterra Community Development District's management in Cooper City, Fl.
I managed a 497-acre community comprised of some 800 single-family and 300 multi-family units.
Supervised various locations, enforcing high-quality standards of operation.
Ensured compliance with District policies and procedures as well as federal/state regulations by conducting regular audits of operational practices at each location under my control.
Oversaw successful operations coordinating logistics, staffing, training, and promotional efforts to ensure smooth transitions for new residents.
Fostered an environment of open communication between management teams across the district to share best practices in operations optimization and problem-solving techniques.
Developed and executed comprehensive training programs for district staff resulting in improved employee performance and customer satisfaction.
Managed budget development process for the district, allocating resources effectively to drive growth while remaining fiscally responsible.
Championed a culture of continuous improvement by regularly soliciting feedback from employees and implementing changes based on their suggestions.
Developed and maintained strong relationships with vendors, negotiating preferential pricing and delivery terms to optimize supply chain efficiency while maintaining quality standards across the district.
Assistant District Manager
SEVERN TRENT SERVICES
10.2011 - 10.2012
Company Overview: Severn Trent Services provides administrative and financial services to special form government entities: Community Development Districts (CDDs), Water Control Districts (WCDs), Improvement Districts (IDs) and municipal governments.
Co-managed nine CDDs, BDDs, and WCDs in Miami-Dade, Broward, and Palm Beach counties.
Met monthly/quarterly with each District's Board of Supervisors.
Chaired meetings, documented actions taken for public record purposes, and participated in the District's budget process and accounts payable approvals.
Implemented website www.cdddocs.org published required public documents to resolve a compliance problem, thereby preventing regulator action.
Revised liability and property insurance claims process reduced collection time by 15%.
Renewed all CDD, WCD, and Improvement Districts property insurance and met fiscal year-end legal requirements preventing regulator action.
Severn Trent Services provides administrative and financial services to special form government entities: Community Development Districts (CDDs), Water Control Districts (WCDs), Improvement Districts (IDs) and municipal governments.
Admission Advisor
KAPLAN UNIVERSITY
06.2011 - 10.2011
Conducted student sales outreach and recruited prospective students for Kaplan's courses.
Directed students throughout the application and enrollment process.
Consulted students concerning the program selection process, funding, and enrollment documentation.
Mentored enrollees during the initial seven days of classes.
Built vital business relationships with new organizations.
Enhanced outreach with targeted communities, increasing market penetration by seven percent.
Recommended that voice recognition software be used in the admissions department, which was adopted, improving call documentation by 17%.
Honored as Best Team Player by Admission Department peers.
Special Investigator
STATE OF FLORIDA
10.2010 - 06.2011
Company Overview: The Agency of Florida State Government licenses and regulates insurance agents and agencies, enforcing industry compliance with state statutes.
Conducted daily victim, witness, and agent interviews and compiled facts, documents, notarized witness inquiries, and secured evidence.
Took sworn victims, witnesses, and agents' affidavits.
Generated reports and recommendations to senior officials and agencies for disciplinary actions of 26%.
Successfully suspended six licensed insurance agents who were fraudulently overcharging senior citizens.
The Agency of Florida State Government licenses and regulates insurance agents and agencies, enforcing industry compliance with state statutes.
Enumerator / Crew Leader
2010 United States Census
04.2010 - 10.2010
Worked on the cleanup and chase those residences that were missed or failed to report.
Co-Founder and Owner / Managing Director / Administrator/ Certified Financial Planner
MILLER WIGGIN & ASSOCIATES, INC.
02.1992 - 02.2010
Company Overview: Entrepreneurial boutique 'Fee-Only' financial planning firm; 5-person staff, providing high net worth individuals and business owners investment advice, retirement planning, business succession, and education plans.
Analyzed client financial position and goals.
Created individualized budgets and financial and investment plans in harmony with investment strategies and risk tolerance.
Advised clients on changes needed.
Drove operations, including business development, HR, and Accounting functions.
Implemented quality management activities and reporting - reducing customer complaints by 21%.
Initiated direct billing, improving receivables collection rate by 25%.
Identified employee ability gaps and developed and implemented a custom training program that raised employee skill levels by 15% year over year.
Entrepreneurial boutique 'Fee-Only' financial planning firm; 5-person staff, providing high net worth individuals and business owners investment advice, retirement planning, business succession, and education plans.
Evaluated market trends to identify emerging opportunities and inform strategic decision making.
Secured lucrative partnerships by establishing strong relationships with key industry players.
Developed marketing materials and campaigns to boost brand awareness and customer engagement.
Grew the customer base through targeted outreach and networking events.
Streamlined operational processes for improved efficiency and cost reduction.
Networked with other businesses and customers to increase sales opportunities and contacts.
Recruited, interviewed and hired new staff members and developed training materials for employees.
Led a team of professionals to successfully launch new product lines, expanding the company''s market share.
Managed financial operations, ensuring fiscal responsibility and maintaining profitability during periods of economic uncertainty.
Navigated complex legal requirements to ensure compliance with industry regulations while minimizing risk exposure for the business.
Spearheaded corporate social responsibility initiatives, improving company reputation and community engagement.
Conducted comprehensive market research to inform product development and competitive positioning strategies.
Enhanced investor relations and secured funding by delivering compelling presentations and detailed financial reports.
Managed financial, operational and human resources to optimize business performance.
Represented organization at industry conferences and events.
Oversaw business-wide changes to modernize procedures and organization.
Collaborated with legal, accounting and other professional teams to review and maintain compliance with regulations.
Maintained P&L and shouldered corporate fiscal responsibility.
Managed day-to-day business operations.
Developed and maintained strong relationships with clients, resulting in repeat business and referrals.
Managed financial aspects of the business, including budgeting, financial reporting, and tax preparation.
Trained and motivated employees to perform daily business functions.
Established a positive workplace culture that fostered employee engagement, collaboration, and loyalty.
Enhanced operational efficiency and productivity by managing budgets, accounts, and costs.
Evaluated industry competition regularly to maintain a competitive advantage in the marketplace.
Observed each employee's individual strengths and initiated mentoring program to improve areas of weakness.
Education
Master of Business Administration - Management
Florida Atlantic University
Boca Raton, FL
Bachelor of Business Administration - Economics and Finance
Stetson University
Deland, FL
Skills
Administration
Budgeting
Business Development
Leadership
Relationship Building
Team Recruitment & Development
Leadership skills
Strategic planning
Recruiting and hiring
Customer service
Attention to detail
Goal setting and performance metrics
Operations management
Customer relations
Staff development
Financial management
Decision-making
Interpersonal communication
Budget management
Business planning
Professional Development
Community Association Manager, CAM License 44470
Certified Financial Planner (CFP), Institute for Financial Planning, Denver, Colorado
Registered Life Planner (RLP), Kinder Institute of Life Planning, Littleton, Massachusetts
Community Affiliations
Broward Partnership for Homeless, Inc., Ft. Lauderdale, Florida, Board Member, Finance and Audit Committees, Chairman Investment Committee
American Red Cross - Broward Chapter, Ft. Lauderdale, Florida, Treasurer (5 years)
Kiwanis International - Florida District, Division 22, Ft. Lauderdale, Florida, Lt. Governor (2 Terms)
Kiwanis Club of Ft. Lauderdale - Southside, Ft. Lauderdale, Florida, President (2 Terms)
Military Service
UNITED STATES ARMY, Executive Officer, Captain, Frankfurt, Germany, Commanded 50 military and 46 civilian staff members.
Timeline
District Manager for the Monterra Community Development District
INFRAMARK LLC
10.2017 - 10.2024
Assistant District Manager
SEVERN TRENT SERVICES
10.2011 - 10.2012
Admission Advisor
KAPLAN UNIVERSITY
06.2011 - 10.2011
Special Investigator
STATE OF FLORIDA
10.2010 - 06.2011
Enumerator / Crew Leader
2010 United States Census
04.2010 - 10.2010
Co-Founder and Owner / Managing Director / Administrator/ Certified Financial Planner
MILLER WIGGIN & ASSOCIATES, INC.
02.1992 - 02.2010
Bachelor of Business Administration - Economics and Finance
Stetson University
Master of Business Administration - Management
Florida Atlantic University
Certification
[Area of expertise] License - [Timeframe]State o Florida Community Association Manager (CAM) license for 10 years