ü  Managing a large scale staff including hiring and termination, training and professional development, performance evaluation, work delegation and management, conflict resolution, administering disciplinary action, team-building event planning, among others

ü  Developing and implementing processes and procedures to streamline departmental work production, maximize effectiveness, and deliver growth and performance

ü  Creating and monitoring of management reports, which were provided to and relied upon company’s executive management

ü  Well versed in state and federal statutes regulating the sale of structured settlement rights, and managed all operations to ensure company compliance

ü  Contributed to the mapping and development of new systems alongside the Information & Technology department


ü  Grew a department from 13 personnel to over 65

ü  Increased department profit margins by 400-500%

ü  Assisted in several corporate refinancing initiatives including the sale of the company

ü  Managed operations of structured settlement firm which included ensuring companies policies were compliant with state and federal regulations, drafted legal documentation and correspondence focused on risk mitigation and compliance

ü  Played integral role in litigation for all corporate issues

ü  Served as company’s main liaison with the insurance industry, fostered relationships with pioneering companies including Allstate, AIG, MetLife, Prudential, Hartford, Genworth, and Pacific Life, among others

ü  Served 4 years as Secretary on the Board of Directors for the National Association of Settlement Purchasers

ü  Maintained relationships aimed at turning contenders into colleagues to establish camaraderie in a competitive environment

ü  Created a profitable and positive work environment that includes respect for both employer and employees


9/2008-10/2016      Wholesale Processing Manager, DRB Capital LLC, Delray Beach FL (formerly Imperial Structured Settlements)

·               Processed all inbound non-DRB originated settlement payment transfers for the wholesale division.  Increased pipeline production from 80+ files to over 260.  Under my management, the division reported monthly profit increases from $200-300k to $800K-over $1 million

·               Designed and oversaw the implementation of the wholesale database and management reports

·               Worked exclusively with the Director of Business Development in creating and developing the wholesale operation

·               Acted as final underwriter for all wholesale transfers to ensure full compliance with Federal and State statutes as well as corporate guidelines

·               Maintained corporate relationships with competitors for the purpose of acquiring new and continuing business


Operations Manager, Imperial Structured Settlements, Boca Raton FL

·               Grew the department from 13 to 65 strong including the hiring of sales executives, paralegals, attorneys, data entry processors, compliance analysts, customer service representatives, and senior management assistants

·               Created and implemented all departmental processes and procedures

·               Drafted court orders along with stipulated agreements with insurance companies

·               Managed all employees and personnel-related issues

·               Managed the performance of over 60 legal counsel nationwide

·               Played an instrumental role in acquiring investors for the purpose of securing financing as well as the sale of the business

·               Acted as sole liaison to the Better Business Bureau and other corporations

·               Provided daily reports to the Vice President


1/2004-3/2007       Manager/Executive Assistant, Peachtree Settlement Funding, Boynton Beach FL

·               Provided full support to the Director of Structured Settlements

·               Managed the Court Order/Legal Team consisting of 3 attorneys and 4 paralegals.  Under my management, this team set a new record in both volume of signed court orders and highest dollar amount funded in a single month

·               Participated in daily management meetings

·               Received and screened a high volume of resumes and actively involved in the hiring process

·               Generated and prepared approximately 40 sales and finance reports on a weekly basis, and custom formatted to present to the Director

·               Generated and reported weekly sales figures and contract percentages for a sales team of 55

·               Organized all off-site events in their entirety including motivational seminars leg by Pat Riley of the Miami Heat and Dr. Mercedes Dullum of the Cleveland Clinic, as well as year-end department conferences among many others

·               Investigated all customer complaints to provide factual accounting to the Director

·               Acted as liaison to over 60 local counsel nationwide

·               Worked directly with insurance companies directly involved in transfers of structured settlement payment rights

·               Explained lengthy sales contracts to customers in full detail including translation of legal jargon to layman’s terms

·               Streamlined attorney workload’s in order to effectuate the best possible attention to each client file



1999-2003         Project Accountant, Turner Construction Company, Seattle WA

·               Monitored the financial progress of nearly 150 projects simultaneously from inception to completion throughout Washington and Oregon

·               Created a live reporting of project expenses that was subsequently adopted by the company and implemented as standard operating procedure nationwide

·               Provided a financial timeline to 45+ Project Managers on the daily progress of their projects

·               Managed the Accounting Assistant position including all training, direction and professional development

·               Taught informational seminars to Project Managers and Administrators regarding Subcontractor relations and comprehensive interpretation of all financial reporting

·               Acted as the Finance Department’s sole contact for all subcontractors which included fielding a high volume of inbound calls

·               Created, managed and closed all project files

·               Generated weekly cash distribution ranging from $1MM and $23MM

·               Processed extremely high volume of incoming invoices, over 200 per week