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Work Background
RDS Ventures, Inc.President
Dec. 2017Dana Point, CA and Cleveland, OH2020 - Current: Independent consultant contracted to implement cross-selling strategies across five brands. Created bundled offerings which increased multi-item sales by 21% and new individual cross sales by 17%. I utilized text messaging, emails, social media ads, and limited outbound calling to achieve this growth.
2017 - 2020: Owned Nutrition Zone franchises in Dana Point and San Clemente, California. Drove growth in both sales and margins by 30% in first year of ownership by leveraging POS data to enhance CX through upselling, target non-returning customers, and reward top customers.
Synergy Direct Marketing Solutions, LLCVice President
Nov. 2010 - Aug. 2017Executive responsible for the growth and profitability of Inbound line of business. Created and managed all processes that support client solutions while managing to internal business needs including functionality, efficiency, process flow management, profitability, and internal/external reporting. Grew revenue by an average of 15% per year through new client acquisition and expansion of existing client relationships.
Victory Capital ManagementManaging Director
Oct. 1999 - Oct. 2010Progressively promoted through multiple Senior and Departmental Management roles including International Front Office Operations, Data Management, Institutional Sales/Marketing Administration, and Product Management. Excelled at team building, process review/improvement, and creating inter-departmental efficiencies.
CitiAssistant Vice President
Jan. 1998 - Jan. 1999Marketing and Relationship Manager responsible the acquistion and retention of affinity credit card relationships. Clients include Coastal Petroleum and Golden Bear Golf.
MBNASenior Bank Officer
Jan. 1993 - Jan. 1998Marketing and Relationship Manager responsible the acquistion and retention of affinity credit card relationships. Also held management role in the telemarketing department focused on new accounts.
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