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EXECUTIVE SUMMARY Operations Management Organizational Leadership Strategic Management Experience with developing and implementing complex organizational

al protocols fro m marketing through prospecting and sales within the Supplemental Insurance, Fin ancial Advisory Services and Information Technology industries. Skilled at writi ng, implementing, and measuring strategic business plans, executing logistics in itiatives as well as vendor management and conflict resolution. Exceptionally s trong written and verbal communication skills. Highly proficient in solving prob lems and implementing organizational effectiveness solutions under tight deadlin es. Hands-on organizational leadership professional, capable of efficiently man aging all levels of budgets, vendor relationships, and contract negotiations. Pr oven ability to nurture and foster strategic partnerships as well as consistentl y exceeding customer satisfaction goals. Capabilities and experience include: Analysis Strategic Planning Process Efficiency Logistics Management Personnel Training Program Development ACCOMPLISHMENTS Recipient of the 2009 Outstanding Performance Award. As Team Lead, met time sensitive requirements for yearend Accounting Project. Co-chair Improvement Focus Group to increase productivity with regard to work/li fe balance. Developed Basic Training PowerPoint for Account Executives, which is now part of the regular sales training program. Trained staff on insurance products, sales tools, service protocols, and commiss ion processes. (2007-2008) Co-originator of Income for Life , a senior citizen program to reduce challenges of liv ing on a fixed income. (2007-2008) Established standards of Case Management, Commission, Licensing and Contracting processing manuals, including all carrier contacts for new business, underwritin g, compensation, and licensing and contracting. (2006-2007) EDUCATION Our Lady of the Lake University, San Antonio, TX (weekends & online) July 2012 Masters of Business Administration in Management Masters of Science in Organizational Leadership Elmhurst College, Elmhurst, IL (nights) 2005 Bachelor of Science in Business Administration EXPERIENCE Sirius Computer Solutions, San Antonio, TX Aug 2008Present Customer Support Specialist (CSS) Inside Sales Support for West Coast Client Executives. Process quote requests an d prepare customer purchase authorizations. Ensure the progression of all opport unities are within our compliance, regulation and service level agreement (SLA) guidelines, Liaison between internal Contract, Leasing, Compliance, IBM Services , Internal Services, Accounting, Credit, and Purchasing Departments. Logistics M anagement for Tier 1 and 2 IBM shipments. Research, clarify, and reconcile invo ice and payment issues in conjunction with Accounts Receivable. Orchestrate cro ss-branded order processing. Member of the Elite CSS Club with 97.8% order accuracy Coach new Client Executives on order process and requirements Guide new sales support representatives Dedicated Mainframe and Midrange CSS

Participate as Subject Matter Expert (SME) for the launch of Lawson Volunteer to back-up co-workers Client Executives when needed Promptly defuse order issues through vendor contacts

M&G Enterprise, Inc. (DBA Senior Solutions), San Antonio, TX Aug 2007Aug 2008 Owner/Operator Assisted with start-up of branch office. Introduced and enforced protocols pros pecting, marketing, and selling life, health, accident, and Medicare supplement insurance plans. Managed profit and loss statement of branch Co-originator of Income for Life , a program to assist seniors with the challeng iving on a fixed income by introducing Federal Programs and financial tips Synergy Life Insurance Brokerage, LLP, San Antonio, TX Jan 2006Jul 2007 Case/Office Manager Instrumental in development of Start-up Company, including creation of licensing and contracting procedure manuals, and an agent commissions accounting database . Introduced and enforced protocols for new applications, underwriting, and del ivery of policies. Managed relationships with all producers, carriers, and the b oard of trustees. Earned reputation as being the first in and last to leave, especially when facin g critical deadlines Promoted from Case Manager to Office Manager within 6 months of hire Accommodated significant increase in production (from 50 cases to 250) without t he need for additional staff Authored 40 page Personnel Manual that brought congruity to administrative depar tments in 4 departments Collaborated with sales force to ensure best underwriting classifications Results One Financial, LLC, Elmhurst, IL Mar 2004Dec 2005 Assistant to Director of Finance Provided client support with regard to 401(k), profit sharing, and money purchas e plans. Extracted relevant data from brokerage and online tools to create daily mutual fund tracking reports. Developed departmental marketing materials Produced content for and maintained the department webpage Streamlined internal process flows Assisted in growth of insurance sales Tyco Safety Products, Naperville, IL Jul 2001Oct 2003 Administrative Assistant Support person to 7 district managers and up to 24 outside sales managers. Scrut inized expense reports to identify errors. Managed marketing materials. Authore d sales team monthly newsletter for communication with corporate headquarters. Constructed action plans for sale personnel Trained sales personnel on proper expense reporting to prevent recurrences. PaintballGear.com (NKA ActionVillage.com), Elk Grove Village, IL Feb 1999Dec 2000 Customer Service Supervisor Managed a staff of six customer service representatives. Created management repo rts used to monitor efficiency of data entry and staff, synchronized customer or ders and email blasts for post order shipping details. Coordinated staff schedules to support full coverage during peak ordering times Trained new/current staff members on new policies and procedures Exercised final determination of customer satisfaction issues

LICENSES and ORGANIZATIONS Life, Accident, Health, & HMO Licensed 2009 - Present Notary Public 2009 - Present Beta Sigma Phi Alpha Chi Gamma June 2011 - Present Project Management Institute Alamo Chapter Feb. 2011 - Present SOFTWARE SKILLS MS Office (Word, Excel, PowerPoint), Oracle, Lawson, Explorer

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