Resourceful Organizational Leader offering history of success coordinating and monitoring operations across various departments. Effective leader and problem-solver dedicated to streamlining operations to decrease costs and promote organizational efficiency. Highly committed with hardworking mentality to maintain quality of services and products.
Overview
7
7
years of professional experience
Work History
Founder, Chairman,CEO
GW Smith Holding INC.
03.2020 - Current
Created organization's mission and vision statements for use by employees.
Developed key operational initiatives to drive and maintain substantial business growth.
Conducted target market research to scope out industry competition and identify advantageous trends.
Established, optimized and enforced business policies to maintain consistency and high-quality standards across industry operations.
Established and administered annual budget with controls to prevent overages, minimize burn rate and support sustainability objectives.
Managed teams of professionals focused on improving core initiatives.
Developed program to promote new managers from within, building and maintaining cohesive leadership structure.
Developed strong partnerships with other businesses to allow for collaboration and more significant opportunities for growth.
Secured sufficient funds to cover business obligations by tracking expenses and budgeting accurately.
Established, optimized and enforced business policies to maintain consistency across industry operations.
Formed senior leadership team through rigorous interviews and extensive candidate research.
Managed partnerships and strategic business relationships by negotiating contract terms and handling conflicts.
Founder
Financial Abstinence L.L.C.
03.2020 - Current
Created organization's mission and vision statements for use by employees.
Developed key operational initiatives to drive and maintain substantial business growth.
Conducted target market research to scope out industry competition and identify advantageous trends.
Created and monitored promotional approaches to increase sales and profit levels.
Cultivated forward-thinking, inclusive and performance-oriented business culture to lead industry in innovation and push progress.
Advised on high-level hiring decisions for key leadership positions, conducted senior hire interviews and nominated new board members.
Shaped solutions and approaches by leveraging trends in customer marketplaces and industries.
Managed divisional marketing, advertising and new product development.
Spearheaded matrix organizational plan with clear roles and responsibilities to enhance processes, maintain quality and enforce regulatory compliance.
Founder
GW CAPITAL INVESTMENTS
03.2020 - Current
Created organization's mission and vision statements for use by employees.
Developed key operational initiatives to drive and maintain substantial business growth.
Studied market to determine optimal pricing of goods and services and to capitalize on emerging opportunities.
Investigated and addressed business development challenges to proactively mitigate problems.
Established, optimized and enforced business policies to maintain consistency and high-quality standards across industry operations.
Established and administered annual budget with controls to prevent overages, minimize burn rate and support sustainability objectives.
Negotiated terms of business acquisitions to increase business base, solidify market presence and diversify offerings.
Developed strong partnerships with other businesses to allow for collaboration and more significant opportunities for growth.
Founder, Chairman
GW Smith Foundation
03.2020 - Current
Developed strong partnerships with other businesses to allow for collaboration and more significant opportunities for growth.
Created organization's mission and vision statements for use by employees.
Identified business development challenges and customer concerns for proactive resolution.
Conducted target market research to scope out industry competition and identify advantageous trends.
Defined company roles and responsibilities to establish and enhance processes.
Directed market expansions to propel business forward, meet changing customer needs.
Developed key operational initiatives to drive and maintain substantial business growth.
Established organizational mission statement through extensive collaboration and review.
Prepared annual budgets with controls to prevent overages.
Formed senior leadership team through rigorous interviews and extensive candidate research.
Managed financial, operational and human resources to optimize business performance.
Founder, Non-Profit
GW Reset
03.2020 - Current
Revamped operational plans to refocus staff and align processes with business objectives.
Directed design and execution of business transformation initiatives to drive performance, profit optimization and growth opportunities.
Prioritized and allocated valuable resources to meet business targets.
Strategized and executed business plans for customer operations design, development and maintenance.
Maintained positive customer relations by addressing problems head-on and implementing successful corrective actions.
Established team priorities, maintained schedules and monitored performance.
Defined clear targets and objectives and communicated to other team members.
Founder, Non Profit
GW Emma's Soul Kitchen's Project Grandma's House
03.2020 - Current
Developed strong partnerships with other businesses to allow for collaboration and more significant opportunities for growth.
Created organization's mission and vision statements for use by employees.
Identified business development challenges and customer concerns for proactive resolution.
Conducted target market research to scope out industry competition and identify advantageous trends.
Secured sufficient funds to cover business obligations by tracking expenses and budgeting accurately.
Created and monitored promotional approaches to increase sales and profit levels.
Defined company roles and responsibilities to establish and enhance processes.
Directed market expansions to propel business forward, meet changing customer needs.
Developed key operational initiatives to drive and maintain substantial business growth.
Established organizational mission statement through extensive collaboration and review.
Formed senior leadership team through rigorous interviews and extensive candidate research.
Cultivated forward-thinking, inclusive and performance-driven company culture to lead industry innovations.
Represented organization at industry conferences and events.
Collaborated with legal, accounting and other professional teams to review and maintain compliance with regulations.
Oversaw divisional marketing, advertising and new product development.
Founded performance- and merit-based evaluation system to assess staff performance.
Investment Specialist
JPMorgan Chase
03.2023 - 04.2023
Cultivated and strengthened relationships with new clients and educated clients on account services and capabilities.
Met with customers and clients to update accounts and reports.
Held meetings with customers to review and update accounts.
Carried out day-day-day duties accurately and efficiently.
Demonstrated respect, friendliness, and willingness to help wherever needed.
Performed duties in accordance with applicable standards, policies, and regulatory guidelines to promote aCompliant working environment.
Non-Commissioned Officer
United States Marine Corps
06.2017 - 08.2022
Addressed emergency situations encountered following policies, procedures and strategies.
Responded to emergency and non-emergency calls relayed from dispatcher or supervisor.
Prepared and submitted detailed reports for official assignments and investigations.
Completed mobile and foot patrols in assigned area to identify and deter criminal activities.
Coordinated swift and tactical responses to wide range of criminal issues.
Maintained tight controls during static and mobile surveillance operations to protect validity and usefulness of evidence collected.
Responded quickly to suspected bomb threats and evacuated buildings to search for explosive devices.
Education
High School Diploma -
Memorial High School
Beloit, WI
06.2017
Bachelor Of Administrative Studies - Finance
Brandman University
Irvine, CA
06.2020
Professional License - Securities Essentials SIE
Professional Licenses FINRA
Finra
04.2023
Certificate - Personal Finance
Investopedia
Online
09.2019
Certificate - Investing For Beginners
Investopedia
Online
12.2020
Certificate - Day Trading
Investopeida Academy
Online
06.2021
Certificate - Fundamental Analysis
Investopedia
Online
09.2021
Certificate - Professional Stock Analysis & Selection
Investopedia
Online
09.2021
Certificate - Technical Stock Market Analysis
Investopedia
Online
09.2021
Skills
Administration and Reporting
Creative Direction
Employee Coaching and Motivation
Technical Proficiency
Scheduling and Coordinating
Performance Tracking and Evaluations
Budget Adherence
Managing Operations and Efficiency
Special Assignments
Classroom Instruction
Positive Communication Skills
Instructional Techniques
Business Analysis
Timeline
Investment Specialist
JPMorgan Chase
03.2023 - 04.2023
Founder, Chairman,CEO
GW Smith Holding INC.
03.2020 - Current
Founder
Financial Abstinence L.L.C.
03.2020 - Current
Founder
GW CAPITAL INVESTMENTS
03.2020 - Current
Founder, Chairman
GW Smith Foundation
03.2020 - Current
Founder, Non-Profit
GW Reset
03.2020 - Current
Founder, Non Profit
GW Emma's Soul Kitchen's Project Grandma's House
03.2020 - Current
Non-Commissioned Officer
United States Marine Corps
06.2017 - 08.2022
High School Diploma -
Memorial High School
Bachelor Of Administrative Studies - Finance
Brandman University
Professional License - Securities Essentials SIE
Professional Licenses FINRA
Certificate - Personal Finance
Investopedia
Certificate - Investing For Beginners
Investopedia
Certificate - Day Trading
Investopeida Academy
Certificate - Fundamental Analysis
Investopedia
Certificate - Professional Stock Analysis & Selection