Experienced owner with 25+ years of expertise in marketing, customer service, and facility oversight. Skilled at collaborating with individuals at all organizational levels. Recognized for managerial encouragement and analytical problem-solving. Strong in team building, leadership, and motivation. Demonstrates exceptional customer relations and relationship-building abilities. Utilizes independent decision-making and sound judgment to drive company success. Dedicated to enhancing employee engagement and performance through training, monitoring, and morale-building.
Overview
13
13
years of professional experience
Work History
Entrepreneurial Agency Owner
AAA Tennessee
07.2023 - Current
Responsible for day-to-day operations of AAA Insurance Agency licensed to sell auto, home, life, and auto insurance in Tennessee
Develop marketing and sales strategies to grow business from inception
Human resources management including hiring, onboarding, developing training plans, compensation packages, coaching, and termination as needed
Customer service including answering policy questions, claims processing, payment details, and other items
As it relates to policies in place
Sales including cold calling, developing website, Facebook, working with centers of influence, researching and selecting lead generation sources, attending and attending events
Full Profit & Loss responsibility including budget generation, monthly P&L analysis, expense control, payroll administration, and corrective action as needed.
Designed strategic marketing and advertising campaigns to enhance agency development in market.
Developed promotional plans and customer acquisition strategies and realized 100% jump in new business.
Regional Vice President
RPM Living
11.2022 - 06.2023
Monitor daily operations of multi-million-dollar portfolio consisting of 6 assets with 1,483 units and 2 Regional Managers
Monitor portfolio day-to-day activities and make plans to rectify issues
Worked directly with Vice President to collaborate on strategy planning, revising organizational procedures, and revisions of overall company operations
Assess reports on occupancy, delinquency, budget variance, and make-readies generated by on-site staff
Handling terminations, performance evaluations, and staff coaching to maintain top property operations
Review financial forecasts, budget, and operational goals
Research market area trends to identify areas where rents should be increased to increase revenue
Keep properties in compliance with local, state, and federal regulations
Participate in weekly ownership calls and provide recommendations for operational improvements
Conduct site visits to ensure compliance with standards and expectations including, but not limited to, curb appeal, unit readiness, customer service, and team presentation
Complete SWOT Analysis on new business in coordination with marketing and client services
Review Pro Forma and participate in pitch calls with potential clients.
Regional Vice President
Elmington Property Management
02.2021 - 10.2022
Through team of 6 Regional Managers, direct and coordinate all phases of property management functions within assigned 6,500+ unit portfolio (spanning 5 states) including property operations, financial planning, and product marketing
Review and analyze portfolio performance and determine ongoing marketing, pricing, and financial strategies
Review and approve annual budgets before ownership distribution
Work with Regional Managers to develop and implement leasing goals, review marketing tools, and provide feedback on property and market trends
Oversee successful onboarding and offboarding of assets
Conduct various site visits with Regional Managers to ensure compliance with standards and expectations including, but not limited to, curb appeal, financial strategy, renovations, and opportunities for improvement
Oversee major and capital improvements
Provide Organizational leadership and Team Building
Worked in conjunction with internal affordable housing team on LIHTC, HUD qualification /recertification, REAC Inspections, and compliance.
Managed financial, operational and human resources to optimize business performance.
Vice President/Regional Manager
Woodmont Real Estate Services
07.2019 - 01.2021
Responsibilities included all aspects of property management for mixed portfolio including Class A multi-family apartment complexes of 78 – 300 units, industrial business parks, office complexes, and shopping centers
Clients represented include individual owners, partnerships, and national institutions
Daily operations of portfolio ranging from Sacramento to I-80 corridor, including establishing budgets consistent with owner's objectives, maintaining competitive analysis of commercial and residential markets, weekly on-site visits, vendor assignments, preventative maintenance, broker interaction, and tenant relations
Staffing, employment development, and management of apartment office and maintenance staff totaling approximately 30 individuals
Provide support, training, leadership, and motivation to help all staff members achieve leasing and retention goals and facilitate individual growth
Assisted clients with project development from choosing interior spec levels to identifying target demographic profiles, and marketing plans, and coordinating with general contractors and architects
Project management of capital improvements including dry rot replacement, major painting projects, and asphalt repair
Using competitive analysis of local market, negotiate renewals and expansions; collaborate closely with brokers to attract and close deals on vacant space
Monthly financial reporting and meetings with owner-representatives
Assist clients with due diligence relative to sale or acquisition of property.
Collaborated with senior management to develop strategic initiatives and long term goals.
Communicated business performance, forecasts and strategies to investors and shareholders.
Analyzed industry trends and tracked competitor activities to inform decision making.
Regional Portfolio Manager
Sequoia Equities
07.2015 - 03.2019
Direct and coordinate all phases of property management functions within assigned 2,000-unit garden-style portfolio including property operations, financial planning, and product marketing
Review and analyze portfolio performance and determine ongoing marketing, pricing, and financial strategies
Prepare annual budgets, business plans, and re-forecast budgets throughout year
Develop and implement leasing goals, review marketing tools, and provide feedback on property and market trends
Approve on-site personnel hires, status changes, and terminations
Conduct weekly site visits to ensure compliance with company protocols as well as local, state, and federal laws
Oversee major and capital improvements.
Implemented and regularly reviewed financial controls to generate accurate and reliable financial data.
Reviewed historical records, current operational data and forecasting information to identify and capitalize on system enhancement opportunities.
Analyzed business processes to identify cost savings and operational efficiencies.
Prepared cash flow projections, cost analysis and monthly, quarterly and annual reports.
Regional Manager
The Irvine Company Apartment Communities
01.2012 - 05.2014
Lead lease-up of 210-unit community in Sunnyvale, CA
Direct and coordinate all phases of property management functions within assigned 2,762-unit Class A portfolio including property operations, financial planning, and product marketing
Review and analyze portfolio performance and determine ongoing marketing, pricing, and financial strategies
Prepare annual budgets, business plans, and re-forecast budgets throughout year
Develop and implement leasing goals, review marketing tools, and provide feedback on property and market trends
Approve on-site personnel hires, status changes, and terminations
Monitor NPS survey scores and implement strategies for improvement
Conduct weekly site visits to ensure compliance with company protocols as well as local, state, and federal laws
Worked in conjunction with internal affordable housing team to ensure compliance with city of San Jose Bond housing program.
Supervised various locations, enforcing high-quality standards of operation.
Established performance goals for employees and provided feedback on methods for reaching those milestones.
Maintained positive customer relations by addressing problems head-on and implementing successful corrective actions.
Education
Bachelor of Arts - International Business Management
Eastern Oregon University
La Grande, OR
06.1997
Skills
Sales management
Operations Management
Franchise operations
Revenue Generation
Client acquisition
Performance Analysis
Human Resources Management
Administering budgets
Languages
English
Native or Bilingual
Spanish
Limited Working
Timeline
Entrepreneurial Agency Owner
AAA Tennessee
07.2023 - Current
Regional Vice President
RPM Living
11.2022 - 06.2023
Regional Vice President
Elmington Property Management
02.2021 - 10.2022
Vice President/Regional Manager
Woodmont Real Estate Services
07.2019 - 01.2021
Regional Portfolio Manager
Sequoia Equities
07.2015 - 03.2019
Regional Manager
The Irvine Company Apartment Communities
01.2012 - 05.2014
Bachelor of Arts - International Business Management
Academic Interventionist at Roberts Academy and Dyslexia Center at VanderbiltAcademic Interventionist at Roberts Academy and Dyslexia Center at Vanderbilt