Certified Since:: 2/2021
Congratulations! If you’re here, your core business is booming and you’ve decided to launch a new product, service or in a new market. My goal as a systems-focused OBM is to design a structure to support growth using the foundation you’ve laid. Together, we’ll create the space for your business to flourish using new and existing tools and services to streamline workflows, automate processes, delegate tasks and systemize daily operations. With your guidance, I’ll design an optimal environment for you to tap into your creativity and innovate new and exciting ways to attract and serve your desired clientele.
I do this in a three step process:
Step 1 - Review your existing process(es).
Step 2 - Document what you’re doing well as standard procedure(s).
Step 3 - Create an efficient process(es) where no process(es) currently exist.
As simple as this sounds, the results are transformational and I can’t wait to get started!
I have an undergraduate degree in business administration with a major concentration in mathematics and a minor concentration in computer science. I am a licensed Property and Casualty Insurance broker and Certified Construction Risk Insurance Specialist. As an underwriter, I have domain knowledge underwriting business risk across the gamut from Builders’ risk to Lawyers’ professional liability and malpractice insurance. I have worked for or with all the major US carriers and several Lloyd's syndicates. While working at a large multinational construction firm, I managed an estimated 10,000 contracts representing a value of $2B USD annually. While at a private research university I managed the risk associated with the school of medicine and it’s large healthcare system. In recent years, I’ve completed professional studies in Data Analytics and Visualization, Intellectual Property law, Design Led Strategy, Agile Project Management and Online Business Management. I enjoy cooking so I started and ran a personal chef business when I was “young”. I say this to say, I understand what it means to be passionate about your business and I am VERY passionate about helping business owners create the space to future proof their business by Reviewing, Documenting and Creating a structure conducive to shifting your business from surviving to thriving.
Zoom/MS Teams/Hangouts/Webex/Goto Meeting
Mailchimp/Constant Contact/Paperless Post
Adobe Premiere/Final Cut/iMovie
Various Podcasting production and distribution tools
G Suite/MS Office
And many more!