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SUMMARY
Results oriented, quality driven management professional with extensive experien
ce directing multi-disciplined groups to provide world class customer support, f
ield service, repair, spare parts, warehouse, and distribution of high-tech conf
igurable products from multi site locations. My forte is leading diverse multi-
cultural groups to increase revenue by delivering profitable products and timely
technical services. Proven ability to mentor team building, define processes an
d procedures, and reduce cost and lead time by utilizing lean process changes in
the oil/gas exploration, ultraviolet lighting, and food-processing industries.
Functional management experience in:
Customer service operations Field service operations Supply chain management
Global distribution/logistics Contract negotiations Lean/ISO
PROFESSIONAL EXPERIENCE
LINCOLN FINANCIAL ADVISORS, Houston, TX
9/2009 - Present
Planner Research Assistant
Back office client account support for Financial Planners.
Analysis of account performance, allocation mix, and rates of return for qualifi
ed, non-qualified investment accounts, annuities, 529 plans, and life insurance
vehicles.
Prepared paperwork associated with new account openings, changes of allocation m
ix, periodic and one time distributions, deposits of incoming funds.
EDUCATION / LICENSES
Texas General Insurance Lines Life, Accident, Health.
Postgraduate courses in MSE -Electrical Engineering and Master of Management at
University of Michigan.
B.S.E. - Electrical Engineering, University of Michigan.