Expert Details

Expert in Business Development, Management & Insurance Consulting, Strategic Planning, Human Resources, Team Building, Revenue Enhancement, Branding, Employee Training & Development

Expert ID: 736049 Pennsylvania, USA

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In 2006, Expert made the decision to establish her own mortgage brokerage company, which she grew and ran for five years, adding insurance brokerage services in 2007. In 2011, she founded a full-service insurance brokerage company with additional services in loan origination. Expert successfully grew the company from 0 to 8,000 accounts and a book of business valued at $7M over an 11 year period before selling the company in 2018. Currently, she is serving as Business Development Director for a building redevelopment project in downtown Lancaster. Expert was also selected to participate in and successfully completed the Goldman Sachs 10,000 Small Businesses Program.

Her background in establishing and managing several successful businesses has allowed her to develop substantial skill-sets in a variety of areas. She is a strategic thinker with a proficiency in analyzing business operations. Expert has an eye towards identifying impediments and potential risks, and creating initiatives to correct problems, while also improving operations. Her ability to build, develop and lead productive employee teams to strengthen company cultures is exemplary, as is her expertise in brand management, leading to revenue enhancement within competitive markets.

Through comprehensive strategic analysis, she can provide organizations with unique solutions that will maximize revenue, streamline operational processes and procedures, generate growth, and enhance the overall competitive position within the marketplace.

Expert may consult nationally and internationally, and is also local to the following cities: York - Philadelphia - Hershey - Reading - Coatesville - Lebanon - Harrisburg - West Chester - Pottstown - Pittsburg - New York - Baltimore - Lancaster

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Education

Year Degree Subject Institution
Year: 2000 Degree: Bachelors Degree Subject: Political and Social Sciences Institution: Secular Vicente Rocafuerte University, Ecuador
Year: 2003 Degree: Associate Degree Subject: Banking Technology Institution: Reading Area Community College, PA
Year: 2014 Degree: Graduated from year-long entrepreneurial program at Community College of Philadelphia Subject: 10,000 Small Businesses Program Institution: Goldman Sachs/Babson College

Work History

Years Employer Title Department Responsibilities
Years: 2019 to Present Employer: Undisclosed Title: Business Consultant Department: Various Responsibilities: • Responsible for providing comprehensive, customized consulting services across a wide range of industries and business functions, including management, sales, human resources, marketing, talent strategy, team building, branding, and overall operational enhancements
• Draw on extensive personal business development expertise to assess organizational operations and provide strategic direction in targeted categories to elevate efficiency, productivity and profitability
• Analyze target customer needs and organizational obstacles to identify business opportunities and outline strategic solutions to maximize competitive advantages and increase revenue
KEY PROJECTS
 Currently serving as Business Development Director for JPF Venture Group Inc. in the Rebmans’ Building Redevelopment Project (OZFund, LP); responsibilities include investor packet content development, identifying and securing high-net-worth investors, construction management, and project underwriting
Years: 2011 to 2018 Employer: The Bagnall Shaw Company Title: President / Principal Department: Insurance Broker Responsibilities: • Established and led full-service insurance brokerage with a $7M book of business and over 8,000 accounts at time of sale in November of 2018; products included Accident & Health, Life & Fixed Annuities, Property & Allied Lines, and Casualty & Allied Lines
• Executed and maintained full accountability for P&L and all daily operations including corporate branding, culture development, policy underwriting, carrier management, human resources functions for staff of 11, accounting, payroll, and customer service
• Created and executed all short- and long-term growth strategies, business development initiatives and marketing plans leading to exponential annual revenue increases
• Proactively drove new strategies by anticipating and planning for future organizational and customer needs, and ensured all team members committed to the overall corporate strategic vision
Years: 2011 to 2018 Employer: 401 Services LLC Title: President Department: Titles, tags and registrations; notary services Responsibilities: • Founded and operated company to provide companion services to Bagnall Shaw Company clients and the public as an authorized full agent with the PA Department of Transportation
• Services included: titles, tags and registrations; notary services; corporate documentation preparation and filing for company formations; and certified translation services

Career Accomplishments

Associations / Societies
2011-201x Franklin & Marshall College Toastmasters Club
2014-201x Insurance Professionals of Lancaster County (IAIP)
Licenses / Certifications
Accident and Health, Life and Fixed Annuities, Property and Allied Lines, and Casualty, and Allied Lines
Professional Appointments
Board of Directors:
200x-201x Assets of Lancaster
200x-201x Lancaster Chamber of Commerce and Industry
200x-201x SACA Broadcasting (Chair)
200x-201x SACA (Spanish American Civic Association)
201x-201x Consolidated School Business of Lancaster (Advisory Board)
201x-201x Latino Vision Association (LVA)
201x-201x CRIZ Authority (City Revitalization Investment Zone) - Voting Member of the Authority Board (Also serving on the Finance Committee)
Fulton Bank’s Red Rose Advisory Board
Court Appointed Special Advocates (CASA) of Lancaster County, Inc
Awards / Recognition
Recipient of Advocate Award from Community First Fund
Recipient of Athena International Award (LCCI)
Recipient of the Community Achievement Award - Women’s of Influence Awards program (Central Penn Business Journal)
Recipient of Jefferson Awards for Public Service
Recipient of Entrepreneur of the Year Award from the Lancaster Chamber of Commerce & Industry
Recipient of the Forty under 40 Award from Central Penn Business Journal
Recipient of the Executive Management Award from Central Penn Business Journal - Chief Operating Officer Category
Publications and Patents Summary
Published Author - Title: Sentimientos: Un Libro de Poemas (Poetry book). The book was presented at the Guadalajara International Book Fair
Recipient of the International Latino Book Award (2nd Place) Best First Book – Fiction Spanish or Bilingual.
Since 2018 Travel Writer
Since 2019 Palo Magazine

Additional Experience

Training / Seminars
Spanish Instructor
2004 Thermacore: Spanish for Manufacturers - 8 weeks
2004 – 2006 Harrisburg Area Community College
2006 – 2009 Dr. Charles Jangdhari (Medical Terms)
2009 Lancaster Fire Department
2012 The Lancaster Chamber of Commerce & Industry – Six-part series
2016 Central Food Bank of Pennsylvania – Five-part series

Latin Aerobics Instructor
2004-2005 YWCA
2006 Brightside Opportunity Center
2007-2009 - LA Fitness
Other Relevant Experience
Volunteer Activities/Committees
Advocacy Committee (Lancaster Chamber of Commerce - LCCI)
Finance and Insurance trainer for Assets Lancaster
Diversity Committee (Lancaster Chamber of Commerce)
Go Red for Women Committee (American Heart Association)
Innovation Committee (Lancaster Chamber of Commerce)
Development Committee (Assets Lancaster)
YWCA Lancaster Nominating Committee
Insurance Guest Speaker/Trainer for LHOP
Guest Speaker for Women’s Business Center (Community First Fund)
Member Services Committee (Lancaster Chamber of Commerce)
Lancaster Chamber of Commerce and Industry – Ambassador
LVA (Latino Vision Association) – Fundraising for kids in need
Chocolate Moose North Museum of Natural History and Science
Heart Ball Executive Leadership Committee (AHA)
Block Party Event for the Community - Expert reached out to local community organizations to connect the community to local service providers.
United Way Advocacy Committee
Lancaster County Community Foundation Ad Hoc Advisory Group on Diversity and Inclusion
Guest Speaker for Thaddeus Stevens College
Since 201x Freelance writer for different newspapers and magazines
Since 201x Fundación Sagrado Corazón – Ecuador – Pajamas and dental kits annual donations for kids living in poverty
Since 201x Selection Task Force for Athena Award Recipients (LCCI)
Since 201x Selection Task Force for Entrepreneur of the Year Award Recipients (LCCI)

Language Skills

Language Proficiency
English Fluent
Spanish Fluent
Italian Intermediate

Fields of Expertise

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