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Work Background
Petri Plumbing, Heating, Cooling & Drain CleaningGeneral Manager Operations
Mar. 2025United States• Implemented new processes in operations and sales to drive top-line revenue and maximize EBITDA for Petri Plumbing, Heating, Cooling & Drain Cleaning. • Provided leadership feedback and hired additional staff to optimize current expenses, vendors, and processes. • Reviewed all current expenses and vendors to identify areas for optimization and efficiency improvements.
RJG VENTURESBusiness Management Consultant
Nov. 2024New York City Metropolitan Area
American Residential ServicesSales Manager
Jan. 2017 - Dec. 2024Greater New York City Area• Driving revenue and conversion for the sales division. • Hiring, educating, stimulating, and guiding each advisor to meet or exceed goals. • Leading weekly sales meetings to discuss strategy, competitive differentiation, selling skills, etc. • Meeting with sales management team weekly to present accurate reports. • Financial analysis to identify trends and prospective problem areas and taking immediate action based on findings. • Maintaining a working knowledge of competitors, developing innovations to maintain market lead, sharing best practices across organization. • Preparing business forecasts, budgets, and other reports in addition to monitoring the timely flow of paperwork necessary to the service center.
Wellington ShieldsVP, Financial Advisor
Jun. 2016 - Dec. 2016New York, New YorkFinancial Advisor
Brooklyn Academy of MusicTheatrical Electrician
Nov. 2015 - Jan. 2017Brooklyn, New York
Merrill EdgeVice President Financial Solutions Advisor
Feb. 2013 - Oct. 2015New York, NYDevelop new investment business through leads generated from internal & external partnering. Triage client leads and make referrals to appropriate internal service providers based on client needs and asset thresholds. Work closely with the Merrill Lynch Private Client Group, Private Banking and Investments & US Trust. Develop & Deepen the clients total relationship, providing them with a suite of brokerage, banking & credit solutions. Formulate asset allocation strategies and develop investment strategy for clients needs. Conduct comprehensive portfolio reviews to reevaluate objectives and projected portfolio performance. Comply with all applicable banking and investment laws, regulations, company polices, and procedures, in order to serve the clients best interests and enhance overall client satisfaction. Engage in daily outbound calling to Bank of America and or Merrill Edge clients inviting them into the Banking Center for financial reviews.
Merrill LynchPrivate Client Wealth Management Group
Dec. 2010 - Jan. 2013New York, NYGenerated and maintained a 10 million dollar book of business Provided strategic investment models to reduce beta, standard deviation, and unsystematic risk while adding alpha Responsible for sourcing prospective clients, identifying client needs, solving client issues and concerns Identified and developed portfolio solutions including custom investment management for Fortune 500 executives, business owners, and high net worth individuals Formulated asset allocation strategies and developed investment strategy for clients needs Maintained numerous daily responsibilities including, monitoring investment growth, referral activities, client follow up, prospect building, administrative compliance and personal growth and development Conducted comprehensive portfolio reviews to reevaluate objectives and projected portfolio performance Built relationships with small and midsize corporations to manage corporate services and lending Portfolio Adviosr, PIA Program I am a Merrill Lynch Certified Special Needs Advisor (CSNA)
Bay Ridge Federal Credit UnionLoan Processor/Member Services Agent
Jul. 2010 - Dec. 2010Conducted loan interviews with potential clients to qualify them for a loan Prospected new clientele and opened new accounts Processed and disbursed Personal, Auto, Commercial, Medallion, and Radio Loans Analyzed credit reports Calculated loan risk using Lending Solutions HYLS Underwriting Guide Prepared loan reports and typed loan contracts
Contour Mortgage BankJunior Loan Officer
Jan. 2010 - Jun. 2010Prospected for leads by building referral relationships with realtors, banks, builders, etc. Developed solid product knowledge; offer clients the best mortgage products that fit their needs. Created and maintained excellent relationships with our clients. Worked with clients and internal support staff to ensure the timely completion of each loan Building and fostering strong internal working relationships with Underwriting and Processing
JP TURNER & COMPANYInvestment Executive
Apr. 2009 - Dec. 2009Originally hired as an Intern Continually expanded the existing client base through prospecting and referrals. Actively traded stocks, bonds, options and mutual funds on both the New York Stock Exchange and NASDAQ. •Rigorous Equity and Fixed Income Research •Raising New Capital •Building Relationships with Existing Clientele •Prospecting New Clientele •Participated in several Primary and Secondary Securities Underwritings • Managing Client Capital
CIRCUIT CITY INCOperations Manager
Sep. 2006 - May. 2008•Ensured operations were running smoothly and cost-effectively for $18 Million business •Analyzed profit and loss statements, balance score cards and gross margin reports for errors and/or inconsistencies •Called on to generate ideas on an ongoing basis for how to maintain profitable quarterly earnings while keeping overhead to a minimum
Best BuySales Specialist
Aug. 2005 - Aug. 2006•Required to have in-depth knowledge of entire store inventory •Expected to increase total store sales while providing elite level of customer service •Other inventory duties as assigned
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