Mathew Norman

My family made a big investment into this start-up. I came on the team to help get the business off the ground.

• Established standard operating procedures for the new start up business.
• Implemented new technology to drive more operational efficiencies.
• Designed targeted marketing campaigns that raised brand awareness and growing the five different revenue avenues (memberships, events, F&B sales, sponsorships, programming).
• Assessed competitor landscapes for various industries, equipping clients with valuable knowledge to inform their market positioning strategy.

Family owned business. We purchased and did de novo offices. I helped with all purchases and represented the company for to sell.

• Hired and managed employees to maximize productivity while training staff on best practices and protocols.
• Increased customer satisfaction through continuous improvement initiatives and excellent customer service.
• Enhanced company performance by implementing strategic plans and overseeing daily operations.

• Influenced company-wide security policies by staying current on industry trends and regulatory changes, ensuring compliance and protecting valuable assets.
• Evaluated emerging technologies for potential risks and benefits, presenting findings to executive leadership for informed decisionmaking.
• Conducted thorough audits of IT systems, identifying areas for improvement and recommending solutions.
• Provided expert guidance on regulatory compliance, helping clients navigate complex requirements and avoid penalties.

My family purchased this insurance agency in 2018. I did all the due diligence for purchasing the agency and we sold to Private Equity (started Oakbridge Insurance) in 2020.

• Handled day-to-day accounting processes to drive financial accuracy.
• Documented cash, credit, fixed assets, accrued expenses, and line of credit transactions.
• Enhanced financial decision-making capabilities by providing timely, accurate information to management through regular performance reports.
• Reduced expenses by negotiating with vendors for better pricing and terms on services and supplies.
• Managed all operations and built a book a business.

• Internship in the Asset management real estate group