Creating sales and marketing systems. Improving operations. Generating revenue. Leading management teams.
Over the past 16 years, I have led 2 companies to double their growth by implementing effective sales & marketing systems, improving operations, and creating effective management teams. I have a motivational leadership style that unites employees and demands 100% commitment.
Qualifications:
Sales training and management
Business development and expansion
Management leadership
Strategic planning
Accounting & cost controls
Contract negotiation
Compliance & regulatory control
Team building
2000 2008 Tuscany Financial / Shadyside Settlement Company Pittsburgh, PA
Chief Executive Officer
I founded a mortgage and title insurance company to service PA, MD, VA, FL, and CA. The company consisted of 5 managers and a total of 35 employees. We were one of the premier boutique mortgage companies in Southwestern Pennsylvania and generated the largest jumbo loan volume in the area for many of our wholesale banking partners.
Achievements:
We increased annual gross revenue from $0 to over $6,000,000.
We recruited and built a talented team of loan officers, managers, and employees by striving to be the employer of choice in the mortgage industry. Emphasized a culture of success, integrity, and loyalty.
We consistently grew annual sales by over 20% by implementing a consultative / financial planning sales system backed by efficient technology to support loan officers.
We doubled repeat business from past clients through the implementation of internet email drip marketing and an improved web
We consistently achieved a 500% return on investment from marketing through constant testing and monitoring of all campaigns.
We expanded into PA, MD, VA, FL, and CA through internet and past client marketing, as well as extensive sales training.
We provided an extensive portfolio of A-paper, sub-prime, FHA / VA and commercial loan products. We trained key personnel in each specialty and cross marketed programs to existing database of clients.
We increased gross revenue $600,000 by creating Shadyside Settlement Company to provide title insurance for loans being generated by Tuscany Financial.
I created a pro-active management team by recruiting and training managers in operations, accounting, sales, and compliance.
We achieved eight consecutive years of regulatory audits without errors by extensive compliance training and monitoring.
1992 1999 Med Health Services / Pittsburgh Cardiovascular Institute Monroeville, PA
Operations Manager
I managed all operational and financial concerns for a multi-specialty medical company. The company consisted of a clinical laboratory, a mobile diagnostic division, and 4 cardiology and internal medicine offices. I supervised 40 employees and 6 physicians. We separated ourselves from competitors by being the only company in Western Pennsylvania to offer mobile diagnostic & clinical laboratory services.
Achievements:
We increased annual gross revenue from $2,800,000 to $6,600,000.
I seized an opportunity created by changes in the laboratory industry that forced many small laboratories out of business. We retooled and expanded the scope of the existing laboratory and launched an extensive marketing campaign to new & existing referring physicians.
I negotiated bulk rates with larger laboratories to increase profit margins on outsourced tests.
I negotiated reagent leases that included the use of state of the art laboratory equipment, allowing us to grow without increasing fixed costs. Costs were calculated on a per test basis, eliminating expensive capital expenditures for equipment and allowing us to upgrade lab analyzers without cost.
We eliminated competition within our existing accounts and created a one stop shop for laboratory and mobile diagnostic testing.
I retooled and re-staffed an underperforming billing department. We updated our billing software and realized a 200% increase in speed of entry, as well as reducing collection time by several days. We implemented new systems that required diagnosis & CPT medical codes to match insurance guidelines at the time of referral.
I personally undertook large reviews of denied Medicare claims totaling over $400,000 in revenue.
We increased revenue by improving and automating medical billing codes. Eliminated 80% of errors by tying compensation of front line employees to their ability to properly collect patient insurance information.
We implemented marketing materials in our patient bills that promoted our services and office locations in the region.
We created a program for indigent patients who could not afford their co-payments or deductibles. By documenting their ability to pay and adjusting their personal liability accordingly, we insured they continued with prescribed medical treatment plans. This resulted in increased good will from referring physicians and patients.
We acquired and integrated two internal medicine offices. We trained staff to work within our proven system. We were able to capture a steady referral stream from these satellite offices.
I recruited and negotiated contracts with one cardiologist and three internal medicine physicians.
I formalized accounting controls and trained a bookkeeper to provide P&L, balance sheet, and budget reports.
I reduced tax liability by working with accountants throughout the year on tax planning issues.
Education:
Duke University, B.A. Public Policy Studies Durham, NC
Languages: Fluent in Spanish and English
Hobbies: Piano, guitar, golf, mountain biking, tennis, travel |
