Worked closely with organizational leadership and board of directors to guide operational strategy.
Oversaw financial management, ensuring fiscal responsibility and long-term sustainability for the organization.
Guided staff through periods of organizational change, maintaining morale and engagement during transitions.
Forge strong relationships with board members, providing regular updates on organizational progress and soliciting their expertise when needed.
Monitored compliance with laws and regulations to protect organization from legal liabilities and penalties.
Managed a diverse team of professionals, fostering a collaborative work environment for increased productivity.
Fostered work culture of collaboration and inclusion to increase morale and reduce turnover.
Built relationships with donors, government officials and other organizations to secure funding and support for organization.
Promoted a culture of continuous improvement by encouraging professional development opportunities for staff members.
Negotiated contracts with vendors, securing favorable terms while adhering to budgetary constraints.
Represented organization to local public by giving presentations and speeches and participating in community events.
Exercised appropriate cost control to meet budget restrictions and maximize profitability.
Collaborated with external organizations including non-profits, businesses and government agencies to create mutually beneficial partnerships.t
Developed strategic partnerships with key stakeholders to expand the organization''s reach and influence.
Drove strategic improvements to enhance operational and organizational efficiencies.
Collaborated with external organizations including non-profits, businesses and government agencies to create mutually beneficial partnerships.
Advocated for organization and company mission to raise awareness and support.
Strengthened internal communication channels to facilitate cross-functional collaboration and decisionmaking.
Financial Advisor/Stock Broker
Hilliard Lyons/Raymond James/Northwestern Mutual
01.2000 - 10.2002
Built strong relationships with clients, fostering trust and loyalty in managing their financial portfolios.
Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
Established new client relationships by conducting thorough needs assessments during initial consultations.
Developed comprehensive financial plans for clients to achieve short-term and long-term goals.
Worked with clients to support understanding of rationale and details of financial strategies.
Educated clients on various financial matters and provided professional recommendations on investment opportunities, products and services based on individual needs.
Facilitated new client onboarding process and investment account setup.
Business Manager; HR Manager
GM/Hughes Display Projection, INC
01.1987 - 01.1995
Improved operational workflows by identifying areas of inefficiency and implementing appropriate solutions.
Increased overall team productivity by fostering a positive work environment and providing effective leadership.
Communicated with customers and vendors positively with particular attention to problem resolution.
Successfully managed organizational change initiatives, minimizing disruptions to daily operations while achieving desired outcomes.
Created, managed, and executed business plan and communicated company vision and objectives to motivate teams.
Regional Director
Business Network International Bni
01.1995 - 01.2000
Streamlined operations for improved efficiency by evaluating existing processes and introducing innovative solutions.
Motivated employees through effective communication, recognition programs, and tailored incentive structures that aligned with corporate objectives.
Produced [Number] reports per week to analyze job performance against team goals.
Served as a mentor to emerging leaders, sharing knowledge and expertise while fostering an environment of continuous learning and growth.
Led a team of managers to achieve consistent revenue growth through effective leadership and strategic planning.
Sales Project Manager
Bank Building Corporation
01.1984 - 01.1987
Mentored junior team members for their professional growth and enhanced sales skills.