Expert Details
Business Development, Management & Insurance Consulting, Strategic Planning, Human Resources, Team Building, Revenue Enhancement, Branding, Employee Training & Development
ID: 736049
Pennsylvania, USA
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.
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 |
|---|---|---|---|
| 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 |
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| Years | Employer | Title | Department |
| 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 |
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| Years | Employer | Title | Department |
| 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 |
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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
auto insurance, builder's risk insurance, business insurance, casualty insurance, commercial insurance, condo insurance, excess and surplus insurance, fire insurance, general liability insurance, health insurance, flood insurance, annuity insurance, automotive insurance, dental insurance, directors and officers liability insurance, earthquake insurance, house insurance, insurance, insurance agency, insurance brokering, insurance claim, insurance claim handling, insurance compliance, insurance coverage, insurance licensing, insurance industry, insurance operations, insurance underwriting, insurance sales practice, life insurance, liability insurance, Life, Health & Disability Insurance, P&C insurance, property insurance, travel insurance, real estate insurance, surplus lines insurance, human resources, corporate strategic planning, creative strategic marketing, strategic action planning, operational excellence, employee motivation, employee training, employee handbook, employee engagement, employee empowerment, revenue, revenue source, business development, new business development, business performance improvement, Operational Improvement, operational process improvement, banking, corporate banking, real estate acquisition