leadership. creativity. integrity.
a brief bio
I have worked as a Marketing Specialist/New Business Manager for over 6 years at a boutique financial advisory firm focused on high net worth individuals and businesses. Prior to that I had several years of entrepreneurial marketing experience in the entertainment space, as well as two years spent working in a non-profit setting. These roles involved considerable amounts of leadership, creativity, self-motivation and team-building. I am also a skilled writer, editor and proofreader. I have an MBA degree with an emphasis in Marketing from Chapman University, and a Bachelor of Science degree in Organizational Leadership from Biola University.
I am a leader. I am a problem solver. I will spend a lifetime learning.
Leadership is a strength for which I have regularly been recognized and given responsibility, and to which I have devoted considerable time developing my skills and abilities. During my MBA program at Chapman University I participated in a semester-long Leadership Forum for which I received a Certificate of Leadership. I received leadership awards as a young person during middle school and high school, and I have demonstrated leadership abilities throughout my professional career in ways that include the following: Currently, as member of a sophisticated financial advisory team, I take a leadership role in the creation of marketing materials that communicate solutions to our clients regarding their complicated estate planning needs. I also took the initiative in changing the way we do business by streamlining our operation through the digitization of our records and filing system. I led this project from the idea stage to completion. As an entrepreneur, I was responsible for recognizing opportunities, developing new business, and managing all marketing and finances for my ventures. I was a driven self-starter, motivated by the challenge of creating value for my clients through the combination of my creative abilities and business savvy. As the Director of Music and Media for a youth program, I built teams, mentored student leaders, and created programs and overall excellence that increased membership by 150%. The individual who replaced me and is still in this role was a student who came up through the program under my leadership and has done an outstanding job at the organization. My former supervisor, Associate Pastor Jim Reynen, enthusiastically attests to my talents in this position.
I am someone who thrives on solving problems through both research and execution. Below are two examples from my professional career of times that I have taken a leadership role in implementing organizational changes to effectively to solve significant problems. During the major slowdown in 2010 within the financial services industry, I recognized an opportunity for our company to significantly cut costs and streamline operations. I conceived and directed the initiative to transition our 30 year old business to a digitized, paperless operation. The initiative was a success as we cut our storage costs by 50%, and when our business rebounded we were poised to respond with a far more efficient and effective operation. When I was the Director of Music and Media at a youth program, our organization was experiencing phenomenal growth, but faced the problem of a lack of adequate leadership. Due to the nature of a nonprofit, volunteer-based organization, we had to find a way to build quality leadership team without the ability to pay for it. While utilizing my ongoing research for my college thesis, we began to implement programs at the organization. By empowering our volunteers with meaningful responsibility and equipping them with the necessary training and tools, our work was highly successful and it remains an integral part of the organization to this day.
I have always striven for continuous learning and self-improvement as a way to add value to the organizations for which I have worked. Whether in a formal classroom setting, self-study programs for licenses and certifications, or simply in my own recreational time reading about current events, I seek to understand and be knowledgeable about my profession and the world around me. I earned my MBA with a marketing emphasis from Chapman University while working in my current job in the financial services industry. I was able to apply the concepts from the classroom directly to my job to add value to the company. This led to added responsibilities and the opportunity to significantly increase my earning potential. I have also expanded my knowledge and skills by earning my Series 6 Securities License, California Life, Accident and Health Insurance license, and advanced training in Microsoft Excel. I completed my Bachelor Degree in Organizational Leadership while working in the nonprofit setting at a church youth program. My thesis was called A Research Study of Creating a Volunteer Leadership Program, and I simultaneously applied my research and findings to my job as we implemented a volunteer leadership program. The program was a great success thanks in part to the extensive research I conducted while writing my thesis, as well as to the talent and dedication of the team that I was instrumental in building. The program still exists at the organization to this day and is led by one of the students who was trained in the program and mentored under my leadership.
I am creative. I am adventurous. I can persevere through anything.
As the leader of a rock and roll band for five years, I was the frontman, singer, guitarist, and songwriter. We recorded three albums, planned two national tours, and performed hundreds concerts. I managed all marketing and finances, and took a lead role in booking and promotional activities. In addition, I spent years as an independent singer/songwriter, mostly playing small venues throughout Southern California with just me and an acoustic guitar. I also designed merchandise, developed lasting relationships with fans, and built a "street team" to promote my music. During this time as an aspiring yet sometimes starving musician, I had to find a way to supplement my income. I happened upon the greatest way for a semi-professional musician to make a living that I had ever heard of, and still to this day I don't know of a better one: balloon art. I quickly built the necessary skills, acquired a stock of supplies, and began making balloon art for tourists in restaurants in the area surrounding Disneyland. By networking with people I met in the restaurants, I acquired new accounts such as hotels, corporate events, private parties, and I soon had a full schedule of creating balloon art, but with the flexibility to create my own schedule and work around the requirements of my music career. I was able to earn an income equivalent to peers of mine who were working as servers in restaurants, but in about half the time. Even better, I was able to train others and send them out to events and still make an income while I was playing a concert or writing and recording songs.
I built a houseboat to take me down Mississippi River
When I was in college, I decided to fulfill my childhood dream of floating down the Mississippi River like Huckleberry Finn. I had the sense of adventure, I had the friends willing to accompany me, I even had a modest savings to pay for the necessities along the way. The only thing I was missing was a raft to carry us. So, I built one... Read the rest here.
The Great American Roadtrip
In the Fall of 2011, my wife and I took a three-month, 12,500 mile cross-country road trip. We documented the adventure on our blog.
On June 28, 2008, the car I was riding in was t-boned at 55mph by a DUI driver. I spent 10 days in a coma and 2 months in the hospital. Over the course of the following year, with the indispensable help of medical professionals, therapists, and loved ones, and following countless hours spent in full time rehabilitation to relearn to walk, talk, and everything else, I achieved a full recovery.
On June 26, 2009, 363 days after the crash, I married my best friend who was by my side throughout my entire recovery.
In August of 2011, I completed my MBA degree from Chapman University with a 3.59 GPA. I had been enrolled in the program and was two months away from starting at the time of my injuries. Earning the chance to begin this program was the goal that relentlessly drove me to recover throughout my rehabilitation program. To complete the program just over three years following the car wreck that nearly ended my life was a momentous accomplishment for me.
Master of Business Administration, Marketing Emphasis
Bachelor of Science, Organizational Leadership
Licenses and Certifications
Series 6 Securities License California Life, Accident and Health Insurance License Microsoft Excel Level 1 & 2 - New Horizons IT Training Certificate of Leadership - Chapman University MBA Program
Connect with me on LinkedIn
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