Dynamic and results-driven professional with a proven track record at Upscore Inc, adept in Business to Business Sales and excelling in client relationship building. Leveraged expertise in CRM and financial planning to expand client base and exceed sales targets. Recognized for outstanding customer service and ability to foster long-term client relationships, enhancing brand loyalty and operational efficiency.
Overview
24
24
years of professional experience
1
1
Certification
Work History
Financial Consultant/Senior Personal Loan Specialist
Upscore Inc
, Remote
08.2020 - Current
Cold Calling/Knocking to grow business
Located and sold personal and business loans that met clients' needs.
Business to Business sales
Helps clients create financial plans to achieve their goals.
Answers financial questions and addresses concerns.
Responds to client calls and emails promptly.
Builds long-term client relationships.
Brings in new clients, and manages a book of business.
Analyzes market and economic trends.
Stays up to date on relevant government policies.
Maintains client confidentiality.
Collaborates with other financial planners.
District Operations Manager
Whaley Hospitality Corporation
Bay City, MI
08.2023 - 08.2024
Oversite: $5 million/yr operation spread over 3 properties and 8 entities including 125 person capacity Sports Bar (Village Inn, Linwood, MI), 800 person capacity Banquet Facility (Golden Glow Ballroom, Saginaw, MI), 6 Entity property (Liberty Harbor Event Center, Bay City, MI) which included 125 person capacity restaurant, 15bbl brewery, 30 person capacity Cigar Bar, 400 person Capacity Banquet Facility, 150 person capacity Conference Center, 150 person capacity Martini Bar, along with offsite catering
Sold and planned up to 800 person events, revenue up to $65,000 per event
Planning: Formulating policies, developing business strategies, and planning the use of materials and human resources
Directing: Managing daily operations, assigning workloads, and ensuring locations adhere to company policies and legal guidelines
Coordinating: Recruiting and training personnel, including branch managers, and communicating with corporate headquarters
Monitoring: Reviewing productivity, maintaining budgets, and addressing performance issues
Implementing: Implementing strategies within all branches and visiting locations regularly to ensure operations run smoothly
Resolving: Resolving customer concerns and conflicts, and providing guidance on how parties can collaborate
Maintaining: Ensuring units are clean and safe for customers and crew, and that equipment is in good working order
Brewmaster
Whaley Hospitality Corporation
Bay City, MI
08.2023 - 08.2024
Creating recipes: Created unique beer recipes on 15bbl system (all originals)
Selecting ingredients: Chose high-quality ingredients and ordered them
Preparing beer mixtures: Prepared beer mixtures and oversaw the fermentation process
Quality control: Checked the quality of beer samples at different stages, and made adjustments to equipment or processes as needed
They also ensure that the beer meets or exceeds customer expectations
Sanitation: Adhered to strict sanitization protocols and standards
Equipment: Cleaned and maintained equipment to ensure it's running properly
Inventory: Managed resources and inventories, and kept accurate records
Relationships: Built relationships with suppliers, vendors, and clients
Supervision: Supervised other production employees
General Manager
Slo Bones Smokehaus
Frankenmuth, MI
11.2020 - 08.2023
Oversaw $3 million/yr operation including 300 person capacity restaurant, and offsite catering
Applied performance data to evaluate and improve operations, target current business conditions and forecast needs
Delivered business strategy and developed systems and procedures to improve operational quality and team efficiency
Organized budgets, oversaw P&Ls and achieved margin
Promoted positive atmosphere and went above and beyond to guarantee each customer received exceptional food and service
Oversaw kitchen and front of house personnel to maintain adequate staffing and minimize overtime
Carefully interviewed, selected, trained and supervised staff
Met, greeted and encouraged feedback from customers and used feedback to implement positive changes within restaurant
Fluent and active in all restaurant areas, jobs, and duties
Set schedules for 50 staff members by planning and designating shifts and hours
Reviewed pricing and ordered food ingredients, kitchen appliances and supplies
Managed ingredients and food product use by assessing availability, customer traffic and popularity of items resulting in food waste reduction
Maintained high standards of food quality by reviewing shipments, overseeing preparation and monitoring food safety
Inspected preparation and storage equipment regularly to assess and maintain performance for cost-effective, safe operations
Protected business, team members and customers by monitoring alcohol consumption and keeping operation in line with legal service requirements
Organized and oversaw food service training to educate employees on various tasks, including resetting tables, relaying orders to cooks and upselling food and beverages
Oversaw balancing of cash registers, reconciled transactions and deposited establishment's earnings to bank each day
Recruited top-notch employees for all restaurant positions
Set and enforced performance and service standards to keep consistent, high-quality environment devoted to customer satisfaction
Organized special events in restaurant, including receptions, promotions and corporate luncheons
Developed, implemented and managed business plans to promote profitable food and beverage sales
Led and directed team members on effective methods, operations and procedures
Resolved challenging customer complaints to full satisfaction, promoting brand loyalty and maximizing repeat business
Prepared for and executed new menu implementations
Effectively managed payroll and timekeeping, including completion of proper paperwork for new hires and terminations
Spearheaded regular maintenance and repair operations to keep building and equipment in peak condition
Beer Brand Ambassador
Cranker's Brewery
Big Rapids, MI
05.2012 - 03.2020
Cold Calling/Knocking to grow Business
Business to Business sales
Created content such as videos, blogs, and articles highlighting the company's offerings.
Introduced sales, promotions and other brand initiatives to gain customer loyalty.
Monitored competitor activities and shared insights with the marketing team.
Created content for social media, including posts, stories, and videos.
Used consultative sales techniques to uncover customer questions and needs.
Negotiated with event organizers for optimal brand placement and exposure.
Provided customer service support during promotional events or when needed.
Organized and participated in community events to boost brand awareness.
Increased sales and brand awareness through face-to-face marketing.
Head Brewer
Cranker’s Brewery
Big Rapids, MI
10.2015 - 03.2020
Oversaw 1500bbl+ per year production brewing operation which included in house sales and statewide distribution as well as select out of state markets
Created each beer's recipe, name, and label
Followed MLCC guidelines
In charge of all brewing and packaging items
Maintained a beer clean and sanitized brew house including all equipment
Cleaned beer lines biweekly
Pitched beers to distributors and retailers
Educated staff and customers on each beer and brewing process
Canned, kegged, and bottled beer
GABF 2019 Silver, US Open Beer Championship 2018 and 2019 Silver, US Open Cider Championship 2019 Bronze
General Manager
JJC Restaurant Corporation
Grand Rapids, MI
06.2004 - 01.2017
Applied performance data to evaluate and improve operations, target current business conditions, and forecast needs.
Delivered business strategy and developed systems and procedures to improve operational quality and team efficiency.
Organized budgets, oversaw P&Ls, and achieved margin targets consistently to stay on track with growth plans.
Tracked and analyzed profitability and key metrics to improve overall profitability, and bring in new clientele.
Held weekly meetings with kitchen and front-of-the-house staff to communicate plans, complaints, and how to better the customer experience.
Identified and capitalized on community business opportunities with effective networking.
Enhanced operational efficiency and productivity by managing budgets and accounts.
Managed ingredients and food product use by assessing availability, customer traffic, and the popularity of items, resulting in food waste reduction.
Set schedules for 50 staff members by planning and designating shifts and hours.
Reviewed pricing and ordered food ingredients, kitchen appliances, and supplies.
Maintained high standards of food quality by reviewing shipments, overseeing preparation, and monitoring food safety.
Inspected preparation and storage equipment regularly to assess and maintain performance for cost-effective, safe operations.
Protected the business, team members, and customers by monitoring alcohol consumption and keeping operations in line with legal service requirements.
Organized and oversaw food service training to educate employees on various tasks, including resetting tables, relaying orders to cooks, and upselling food and beverages.
Oversaw the balancing of cash registers, reconciled transactions, and deposited the establishment's earnings to the bank each day.
Recruited top-notch employees for all restaurant positions.
Set and enforce performance and service standards to maintain a consistent, high-quality environment devoted to customer satisfaction.
Organized special events in the restaurant, including receptions, promotions, and corporate luncheons.
Developed, implemented, and managed business plans to promote profitable food and beverage sales.
Led and directed team members on effective methods, operations, and procedures.
Resolved challenging customer complaints to full satisfaction, promoting brand loyalty, and maximizing repeat business.
Prepared for and executed new menu implementations.
Effectively managed payroll and timekeeping, including the completion of proper paperwork for new hires and terminations.
Spearheaded regular maintenance and repair operations to keep the building and equipment in peak condition.
Promoted a positive atmosphere and went above and beyond to guarantee that each customer received exceptional food and service.
Oversaw kitchen and front-of-house personnel to maintain adequate staffing and minimize overtime.
Carefully interviewed, selected, trained, and supervised staff.
I met, greeted, and encouraged feedback from customers, and used that feedback to implement positive changes within the restaurant.
Fluent and active in all restaurant areas, jobs, and duties.
Catering Manager
Crank's Catering
Shelby Township, MI
06.2001 - 10.2004
Consults with clients to plan and determine event requirements, including number of guests and size of venue
Discusses menu choices and associated costs with clients
Collaborates with chef regarding special items to be added to the menu
Oversees preparation of the venue for the event
Sets up and arranges tables and chairs, serving stations, lines, tableware, serveware, and silverware
Ensures the venue is clean and that food is handled in a sanitary manner
Maintains accurate records of costs for catering services
Collects payment for food and services as specified in contract
Addresses problems or complaints concerning food or services provided
Assisted with scheduling and planning of other aspects of the event, including decorations, flowers, photographer, music, or entertainment
Performs other related duties as required
Education
Bachelor of Arts - Entrepreneurship
Central Michigan University
Mount Pleasant, MI
05.2008
Associate of Arts - Business Administration
Central Michigan University
Mount Pleasant, MI
05-2008
High School Diploma -
West Bloomfield High School
West Bloomfield, MI
Skills
Business to Business Sales
Person to Person Sales
Cold/Calling/Knocking
Customer Service
Microsoft Office/Google Services
CRM
Client relationship building
Debt management
Recipe and menu planning
Food preparation and safety
Certification
Serve Safe Certified
Tips Certified
Ciccerone Certified
Microsoft Office Certified
Accomplishments
2002 NCAA ECAC Hockey Freshman of the Year
Timeline
District Operations Manager
Whaley Hospitality Corporation
08.2023 - 08.2024
Brewmaster
Whaley Hospitality Corporation
08.2023 - 08.2024
General Manager
Slo Bones Smokehaus
11.2020 - 08.2023
Financial Consultant/Senior Personal Loan Specialist
Data Center Cleaning Specialist/Coordinator's Assistant at Green Clean Technologies LLCData Center Cleaning Specialist/Coordinator's Assistant at Green Clean Technologies LLC