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Work Background
GroundworksCertified Field Inspector
Jul. 2024United States
Elite Resource TeamCPA Team Based Model Consultant
Apr. 2018Richmond, Virginia AreaI have an extensive background in financial services, with a specific expertise in working with CPAs.
As a CPA Team Based Model Consultant, I help CPAs: • Reduce the risks that come from referring clients to third parties
• Reduce the risk of losing clients by being more proactive
• Provide more value and increase client satisfaction
• Expand their "brain-trust" by working with some of the country’s best specialists
• Increase organic growth by giving clients a story worth sharing with family and friend The economic conditions over the last 5-10 years have created a serious demand for CPAs to become much more proactive and act as the ‘trusted business advisor’ for their clients. The majority of CPAs aren’t able to keep up with these shifting demands in addition to all of the tax law changes. As a CPA Team Based Model Consultant, my team and I can help with this new reality.
Spektrum Insurance & Financial ServicesAgency Owner/President
Jun. 2017Richmond, Virginia AreaHelping families, individuals & businesses compare and understand how certain protections relate to and benefit their specific situation and needs
Independent BrokerFinancial Services Representative
Jan. 2017
MassMutual Greater RichmondFinancial Services Professional
Nov. 2015 - Jan. 2017Glen Allen, VA
Metro Bar & GrillOwner
Jul. 2015 - Mar. 2020Richmond, VA
Liberty Mutual InsuranceSales Representative
May. 2013 - Nov. 2015Richmond, Virginia AreaHelping individuals and businesses with their Auto/Home/Life & Annuity Insurance needs. I develop and maintain relationships with policyholders and the community through continuous maintenance, interaction, and care to both the individual and the business. Proper guidance and counseling all policyholders and prospects for adequate coverage and protection. Other responsibilites include (but are not limited to):
- Identify prospective customers through various lead methods and devloping new strategies to generate business.
- Service and maintain renewal policies.
- Participate in various incentive programs and contests designed to support achievement of production goals.
- Meet goals for volume of quality new business quoted and written within company guidelines.
- Assure complete customer satisfaction and professional representation of the company
Hometown RealtyRealtor
Jan. 2013 - Jan. 2014Richmond, Virginia Area
Electronica WeeklyCo-Owner
Dec. 2011 - Jun. 2013Richmond, Virginia AreaElectronica Weekly is a new & coming publication/resource for Electronic Dance Music (EDM) in the Baltimore, DC, Greater Richmond, and North Carolina area. We provide EDM articles, news, events, reviews & more! Based out of Richmond, VA, Electronica Weekly (EW) will soon become the #1 source for highlighting the top DJ Acts, Producers & Bands who fall under EDM. It will also serve as a filter for continuous events that appear via social media. Through strategic partnerships in different cities, EW will also be a stepping stone for artists to break through their respective city. EW will hold shows, conventions, festivals and cover a wide range of music that includes: Mainstream, Top 40, House, Progressive, Electro, Dubstep, Drum and Bass, Tribal, Techno, Trance and Underground.
Lady Bird Hat FactoryBar Manager
Jun. 2010 - Dec. 2010Managed all operations pertaining to bar needs, sales, service, etc. Met and exceeded expectations by instituting a specific plan as well as regulating service and assuring a positive customer experience.
RVA Fashion WeekExecutive Producer
Apr. 2008 - Jun. 2013Richmond, Virginia AreaSince it's inception in 2008, I have been one of the main organizers of RVA Fashion Week. Each year, RVA Fashion Week is dedicated to increasing the awareness and development of local entrepreneurs and business owners in the fashion industry by bridging the community, retailers, and individuals through various fashion events and shows. In addition, a variety of unique locations throughout the City of Richmond are personified in order to display the beauty and diversity that the city has to offer. RVA Fashion Week also supports local community organizations that hope to educate and develop young minds in the name of fashion through workshops, internships, and personal interaction in order to prepare them for a future in fashion. I am the lead organizer/executive producer for the week, setting up the venues, sponsors, schedule, programming and managing the team involved.
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