
Key Qualifications:
Hands on management style in all aspects of variable and fixed operations. Work closely with business office to insure effective cash management and accurate and timely document flow.
I manage the following activities below, many of which I perform and in some cases facilitate with an outside vendor. Most of the processes require database software and server hardware. This will be part of the package I provide (if needed) when I join your team.
* Sales Training Program
* Sales Follow-up System
* Effectiveness Tracking System
* Financial Statement Analysis
* Daily Operating Control System
* Internet Marketing & Development
* Advisor Training
* CRM System (can extend to a BDC)
* Federal Compliance Process
* CSI (substantially above national average)
* Electronic Document System
* In-house Direct Mailing System (bulk-rates)
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