Director/Owner Resume

SUMMARY:

Experienced business Manager with demonstrated history working in IT services industry. Strong sales professional skilled in customer relationship management (CRM).

EXPERIENCE:

Confidential

Director/Owner

Responsibilities:

Risk Assessment Specialist
Helping physician groups keep current on all Confidential issues including EMR, computer safety, compliance with standards, monthly testing and reviews.
Popular speaker at medical conferences and standards seminars.

Confidential

Senior Account Manager

Responsibilities:

Manager for Confidential program focusing on Healthcare providers and hospitals.
Trained medical professionals in use of Confidential tools and conducted assessments.
Partnered with McKesson to sell Medisoft (Electronic Medical Record system), the largest reseller in the South East.
Sold IT solutions, virtualization, cloud service, backup and recovery for mid - sized business in the Healthcare, Financial and Education industries

Confidential

National Sales Manager

Responsibilities:

Increased revenue for company every quarter, concentrating on IT support, VOIP, cloud services, Microsoft and Medisoft Billing and EMR.
Trained Confidential employees in McKesson products for transition in acquisition.

Confidential

Southeast Regional Manager

Responsibilities:

Responsible for sales and marketing for accounts receivables business
Focused on healthcare facilities.

Confidential

Maintenance and Environmental Services Manager

Responsibilities:

Maintenance of 500 acre facility hospital and nursing home environment.
Responsible for training and supervision of new employees.

Confidential

National Sales and Marketing Manager

Responsibilities:

Develop e - commerce and marketing strategy for McKesson EMR (Electronic Medical Records) system.
Responsible for all sales of EMR system, computer hardware and Medical Billing services.
Exceeded all parameters set by company.

Confidential

Service Relations Manager

Responsibilities:

Provide members and guests with professional services with gold related activities.

Confidential

Co-Owner and Manager

Responsibilities:

Responsibilities included accounting, project management and implementation, conduct sales and prospecting efforts.

Confidential

Registered Investment Advisor

Responsibilities:

Raised 68 million in 401K, IRA rollover and executive compensation plans in 3.5 years
First in sales on new plans.
Built strong relationships with RIA's and TPA's in assigned territory.
Implemented new services at enrollment meetings for large companies
Conducted seminars for marketing prospect and sales management for the region.
Directed home office administrative staff. Popular speaker at financial service conferences.
Quickly rose to one of the top three producers out of twenty carrying exceptional enrollment figures.

Confidential

Owner

Responsibilities:

Opened music school for elementary and high school students.
Taught comprehensive courses in piano and guitar.
Instruction included writing and recording of original songs.
Managed all business aspects of the school and studio.
Won the Southeast Blues competition with trio for original composition.

Confidential

Vice President, Investments

Responsibilities:

Managed 220 individual investors and twelve 401K plans for companies ranging from 50 - 500 employees.
Consulted on various companies defined benefit plan administration and defined contribution plan administration.
Continuously promoted from an entry level position as a sales assistant to assistant operations manager to financial advisor to VP.
Past securities licenses include: Series 7, Series 63, Series 65.

Confidential

Consultant

Responsibilities:

Helped install the firm's first 401K plan with Vanguard.
Developed and documented a blueprint for administration and implementation of the retirement plan.
Formulated the vesting schedule and other benefits such as insurance, matching contributions and tax planning.
Worked with clients in Tax and Management Consulting departments of the firm.

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