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2024 - Present

Chief Operating Officer @ NowCerts

Insurance Technology Company, International

Optimizes company operations, including technology systems and process streamlining. Enhances efficiency across all departments with an added focus on Sales, Onboarding, and Customer Success, driving growth and innovation in the insurtech software market.

2021 - 2024

EVP of Operations @ InsuranceGIG

Tech Start Up, New York & International

Built a complete tech stack for operational excellence including: project and product management, CRMs, investor relations, accounting, purchasing, employee onboarding, event and international logistics. Implemented Jira, HubSpot, Quick Base, QuickBooks, Slack, and more. Created and implemented all procedures for daily operations in all departments within this Tech Startup.

2009 - 2021

Founder & CEO @ Dr. Bo's 

Medical Nutrition Chain, New York & International

Managed 3 independent locations and an international virtual office portal providing nutritional guidance and sale of products. Ran daily operations on both micro and macro level, developed CRMs, business synergy and growth, internal sales plan, media content, and marketing plan to achieve brand recognition and trust. 

2001 - 2009

VP of Operations @ M. Fried 

Importer & Distributor, Brooklyn, NY

Began with a companywide audit to address and implement strong tactics to achieve business growth and development as well as financial savings. Trained company executives and employees in cost savings operations and oversight, B2B relations, and customer retention plans for maximum earnings. Actively participated in company growth, achieving increased sales, internal savings and companywide tech literacy. 

Skills & Expertise

  • CRM Expert with experience in HubSpot, Active Campaign, and PipeDrive.

  • App Developer in a no-code Relational Database specializing in Quick Base, Kintone, and Notion.

  • Proficiency in Quick Books, Jira, Confluence, Microsoft Office Suite, Google and more.

  • Website Design & Development

  • SEO & PPC + Analytics Proficient

  • Business Development & Growth Plans Internal

  • Operations & Logistics Procedures Employee Retention & Human Resources Financial Management Tools

  • Employee & Executive Training Seminars, Team Building practices geared toward mindfulness, productivity, tech literacy, decreasing employee burnout and company pride.

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