Founded a full-service structured settlement firm specializing in Life, Accident, and Health. Cultivated relationships with C-Suite/Owners of Personal Injury Law firms nationwide to offer annuity services for clients. •Generated a consistent revenue stream within the first two years of operation.•Developed and implemented effective marketing strategies, increasing client acquisition and growing overall market share.•Negotiated favorable annuity rates and terms with leading insurance providers, delivering client savings on annuity purchases.•Cultivated strong relationships with attorneys, insurance companies, and financial advisors, leading to an increase in referral business and establishing the firm as a trusted industry partner.

Designed and executed targeted sales initiatives and developed strategic goals for a portfolio of personal injury law firms. Cultivated relationships with C-suite executives at medical and legal account management firms. •Averaged 198% to goal 2021 and 201% to goal 2020 by leading the development and execution of a comprehensive value proposition for business owner engagement and C-suite executives.•Increased patient acquisition within the first year of implementing a targeted marketing campaign.•Boosted website traffic and conversion rates by designing and leading the digital marketing strategy.•Implemented a lead nurturing program, delivering a decrease in lead drop-off and an increase in qualified leads for the personal injury patient acquisition program.

Manage relationships for multi specialty offices under the PPOA umbrella: Physician Partners of America - Pain Relief Group (11 locations)Physician Partners of America - Minimally Invasive Spine Group (2 locations)Texas Health and Counseling Group (1 location)Regional Treatment Pain Medical Center - Fullerton, CA (Southern California to North LA)Precinct ASC (Ambulatory Surgery Center)Park ASC (Ambulatory Surgery Center)Frico ASC (Ambulatory Surgery Center)BlueFin FinancialCultivated and managed strategic referral relationships for multi-specialty offices under the PPOA umbrella Physician Partners of America - Pain Relief Group across 11 locations.•Rebuilt relationships with key personal injury law firms and medical practices, leading to an increase in referrals and revenue within one year.•Grew partnerships and expanded the client base by developing and implementing a strategic plan to cultivate and prioritize relationships with C-Suite executives.•Served in a pivotal role in practice acquisitions and program development in the neurology field, leading to integrating new practices and launching innovative programs that increased overall practice revenue.•Spearheaded the implementation of a Microsoft CRM system, improving client data management and increasing cross-selling opportunities.

Oversaw a statewide territory in Texas to facilitate medical referrals specializing in personal injury from law firms to multi-specialty physicians.•Increased medical referrals by cultivating relationships with C-suite executives, law firms, and physicians.•Reduced medical bill expenses through effective negotiation with medical providers upon case settlements.•Developed and implemented a comprehensive training program for the sales team, resulting in improving the deal close rate and increasing revenue.•Actively monitored and stayed current on legislation related to funding and medical billing, ensuring compliance and mitigating legal risks for the company.

Developed and proved a new market for patient referrals to increase patient volume from civilian medical practices and military partnerships with 501c3 organizations/events. Established and managed quality external relationships and C-Suite corporate partnerships.•Built and established a new revenue stream in the Personal Injury space, boosting annual revenue within the first year of implementation.•Led operational leadership in strategic billing strategies and practice acquisitions, increasing revenue from insurance contracts, per diem, workers compensation, and Department of Labor contracts.•Organized and facilitated Continuing Education Unit (CEU) training and marketing events.•Collaborated with a national foundation for brain health, a 501c3 organization, resulting in a fundraising campaign for research and awareness initiatives.