Laboratory Institute of Merchandising

Florida State University

CEO at Copytalk LLC

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COPYTALK

Chief Executive Officer

Copytalk LLC

Stratstone Financial - CCO

Joined start-up management group with projected annual revenues of $400,000. Assumed all strategic and day-to-day operations and finance management responsibilities, Recruited, trained and mentored team of 58 to grow the business. Accountable for developing and executing business growth strategy.
Overview: Grew revenues from $400K to $3.5 million with exceptional 48% profit margin (industry standard margin is 20%).  Media coverage including a feature on CNN, Good Morning America, Travel Channel's Andrew Zimmern Bizarre  World.

Motorsports Management Group, LLC.

PRESIDENT & CEO / NATIONAL SALES MANAGER

Recruited to revitalize a failing  division which had been losing money for 2 years. Inherited demoralized team that lacked direction and was not respected throughout the company. Managed 75 employees across 7 states and built partnerships with other company divisions. Established growth strategy, and overhauled all policies, processes and systems in order to engineer turnaround.
Overview: Transformed business, turning $2 million loss into $1 million profit within 11 months, and growing annualized revenue from $1 million to $178 million in 11 months. Strategy included:
Worked hard to reestablish damaged relationships with divisional presidents and build relationships with attorneys and CPAs - increased referrals to 50% of total business.
Turned around under-performing team through new vision, improved communication and empowerment. Cut annual turnover from 65% to less than 5%.
Instilled a new focus in the team, challenging them to focus only on profitable clients.
Boosted assets under management (AUM) by $900 million in 13 months.
Restructured division, redesigned organization and reorganized compliance and operations departments.

Colonial Wealth Management

PRESIDENT & CEO

The South Financial Group/Mercantile Bank

Senior Executive Vice President

Originally hired as a broker with Griffin, which was the broker-dealer arm of Savings of America. Earned a number of promotions and stayed with the company after the acquisition by South Trust Securities. Managed 6 sales managers, 68 investment officers and 58 sales reps across 198 branches and 2 states.
Developed in-house, 2-year training program for investment officers in life insurance sales and led the entire firm to record-breaking sales levels as a result.
Built and led exceptional team, boosting productivity-per-investment-officer by 38% and quickly reducing employee turnover.
Boosted profit margins from 18% to average of 38-42% and consistently achieved top-performing sales in both Florida and California.

SouthTrust Securities

Vice President, Divisional Sales Manager

Worked extensively in the women's market and pioneered a program with Long Island University with their "Pre-Retirement Education Planning " (PREP) program.  Also designed, implemented and held educational programs "For Women Only, A Financial Awareness Workshop"