Uploaded File
add photo
108 East Central Blvd
Cape Canaveral, FL 32920
Managing Partner
20 years experience W2
Average rating
Profile views

Objective To provide strategic opportunities for internal/external business operations by utilizing my knowledge, skills, and experience in marketing, sales, client relations, and account management.

Managing Partner
Information Technology
Oct 2009 - present
  • Act as the first point of contact with clients to create and update quotes/RFPs for services.
  • Responded to all RFPs and act as a liaison between clients, in-house team, and affiliate partners to provide a full range of services according to client needs.
  • Contribute to the planning, drafting and managing of projects to meet/exceed client needs.
  • Responsible for successful on-boarding of clients and on-going delivery of services to clients.
  • Provide PEO/HR outsourcing, new sales revenue channels and/or E-Commerce solutions for small to medium sized business.
  • Conduct regular account reviews with customers to ensure goals and expectations are being met.
  • Manage a $10 million PEO (Personal Employee Organization) portfolio with 30% annual growth.
  • Maintain more than 90% client retention rate for PEO clients, focused on hospitality market.
  • Conduct a thorough needs analysis of current services and provide multiple solutions and recommendations based on the needs of company objectives and budgets.
  • Initiate and establish national and international partnerships for business optimization.
  • Establish and manage sale strategies, project plans and budgets for independently owned hotels/motels.
  • Responsible for book of business
  • make daily calls and track results on the established metrics on a weekly basis. Responsible for all customer communications, conflict resolution, and compliance
  • Track and report marketing goals to ensure share of market and usage of services. Build and maintain relationships with customers and prospects.
  • Assist with the resolution of customer inquiries/complaints and aid in maintaining positive relationships with contracted clients.
  • Design organic, grass roots marketing campaign to grow both client and user base.
  • Implement cross marketing with complementary products and technologies to achieve growth goals.
  • Regularly attend customer and community events, networking events and on-site client education.
  • Provide retail management services including inventory management and software implementation.
  • Licensed Realtor providing relocation services, residential, and commercial sales.
No skills were added
Remove Skill
Business Consultant
Jan 2008 - Aug 2009
  • Responsible for selling and consulted with small to mid-size companies regarding payroll administration and employee/employer benefits such as tax filing, compensation, health insurance, 401 (k), human resource software and time clocks.
  • Prepared proposals, negotiated contracts, and networked in various industries for relationship building.
  • Designed and implemented marketing strategies to target markets representing 10 to 300 employees.
  • Proposed and conceived new integrated sales channels by independently owned small businesses.
  • Coordinated and contracted third party referral relationships (insurance agencies, CPA's, financial advisors and attorneys) throughout Florida.
  • Sales person of the month
No skills were added
Remove Skill
Account Manager
Information Technology
Apr 2006 - Oct 2007
Orlando, FL
  • Sales and Account Management of Occupational Services and Workers' Compensation claims administration.
  • Represented and supported services that included pre and post employment drug testing, physicals, and other medical related services to employers' with employees ranging from 10 to 2000 plus employees with a special emphasis in high workers' compensation claims exposure.
  • Supported existing client base while successfully adding an additional $75,942 in new sales equaling 133.28 % of quota.
  • Established new accounts through networking, cold calls, up-selling and problem management of existing clientele with additional Solantic products and services.
  • Worked directly with adjusters from major insurance and Workers' Compensation carriers (Travelers, Unisource, Sedgwick, Crum & Forsters) and their clients to provide the Solantic product offering
  • Revenue generated in 2006 equaling 143.47% of quota. Estimated revenue generated in 2007 equaling 198.33 % of quota.
Account Management Problem Management Sales
Remove Skill
Business Development Manager
Information Technology
Apr 2005 - Apr 2006
  • Prospected potential new markets for membership recruitment bringing in large corporate memberships.
  • Communicated effectively the benefits, programs, and services of the Chamber in person, on the telephone or with written correspondence.
  • Developed corporate accounts to facilitate introductions to other corporations and community leaders for building business relationships.
  • Attended, assisted, and networked Chamber events and functions (over 200+).
No skills were added
Remove Skill
Technical Support
Information Technology
Feb 2002 - Feb 2005
  • Built problem management skills managing multiple projects for testing and implementing.
  • Trained and supported employees globally in software applications.
  • Provided excellent customer service by demonstrating thorough knowledge of products and services.
  • Experienced in configuring, installing, diagnosing and troubleshooting PC hardware/software.
Microsoft Excel
Remove Skill
Edit Skills
Non-cloudteam Skill
Business Administration
University of Phoenix 2005
Management Information Systems
University of Central Florida 2000
Business Administration
University of Central Florida 1998
Microsoft Excel
Account Management
Problem Management