Kevin O'Brien

Experience

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  Gateway

  Jan 1997 - Jan 2002

  Store Manager/NSP Manager
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  CaseSoft

  Jan 2003 - Jun 2005

  Senior Trainer/Consultant

  Delivered customized advanced level on-site training sessions to attorneys, paralegals, and litigation support teams from various high-profile agencies and law firms. Presented effective strategies for organizing legal case knowledge to wide range of audiences including legal trade shows. Traveled to client locations for case-specific consultation and high-level user training. Hosted high profile clientele by providing customized in-house training.

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  Jacksonville Youth Sanctuary

  Aug 2005 - Aug 2007

  Quality/Business Analyst

  Managed quality improvement program, accreditation compliance, and database development for non-profit child-welfare organization. Presented weekly progress reports to CEO and Department Vice Presidents, and regularly met with department managers to establish guidelines for quality control and provided guidance in tracking of specific measured outcomes. Provided guidance to senior leadership in establishing new policy and procedures to ensure compliance with accreditation standards. Mapped and streamlined agency processes to improve efficiency. Assisted with the delivery of care when called upon. Responsibility focuses on three areas:Quality ImprovementManaged quality improvement program for non-profit organization. Met with department managers to establish guidelines for quality control. Provided guidance in tracking of specific measured outcomes for multiple departments. Collected, analyzed, and reported results to senior leadership on various progress measurements.Accreditation ComplianceReviewed and refined existing organizational procedures to ensure compliance with accreditation standards. Provided guidance to senior leadership in establishing new policy and procedures. Established, managed, encouraged, and coordinated committee activity to comply with accreditation standards.Access Database DevelopmentImproved the flow of intra-agency information through the development of various Access-based database applications to address needs such as eliminating lost revenue due to late documentation, tracking medication administered to children in agency’s care, tracking monthly case record review, tracking maintenance requests and their associated costs, tracking critical client data during intake into agency care, and more. Created user documentation and provided training/support to end users. Show less

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  OBS/BrainFire

  Jun 2006 - May 2011

  IT Consultant/Owner

  Project Management, Office/Access Development, Web-based applications for small-medium businessesIndependent consulting practice created to address the information management needs of designing, developing, implementing, and supporting customized Access database applications based on client requirements and budgets. Integrating MS Office applications as needed. Improving business efficiencies through automation of data-related processes. • UNITED HEALTHCARE: Designed, developed, and supported various Access/SQL Server applications.• CARGILL: Provided as-needed development/support for various MS Office-based applications.• HEALTHPARTNERS: Developed SQL Server application for assisting in medical chart abstraction. Completed development of Access-based study participant tracking database application.• EMERSON PROCESS MANAGEMENT: Supported total system migration to new Oracle instance by converting, testing, and optimizing Access database applications and Query Builder files.• GE FLEET SERVICES: Designed, developed, and implemented Access tool for the purpose of managing commission calculations and generating management and user reporting. Designed, developed, and implemented tool for updating dealer information through automated email and fax. Upgraded and migrated over 30 Access-based applications to Citrix environment as part of business move to new location. Supported over 20 tax-calculating applications in tax department.• 3M - ESPE DENTAL DIVISION: Designed, developed, and implemented Access-based tool used in the management of worldwide product registrations. Created ad hoc reporting, multiple category searching, and various planning tools. • IT GROUP: Updated and supported a member-based application to include various automated tools for searching, tracking, and monitoring member production. • YOUNG REMBRANDTS: - Provided consulting services to staff developer of tracking database. Show less

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  Nuvell

  Sept 2007 - Jun 2008

  Marketing Analyst

  Served as subject matter expert for data-driven report generation. Met with stakeholders to determine needs assessment. Improved departmental accuracy and productivity by automating various departmental processes through the design, development, and implementation of various database and spreadsheet tools. Developed and distributed various daily and monthly mission-critical reports for senior leadership that combined data from various (SQL Server and Oracle) sources with Access using Crystal Reports. Show less

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  Black Elephant Studios, Inc.

  Apr 2011 - Dec 2021

  President/Senior Developer

  Black Elephant Studios Inc provides web-based productivity tools to improve business productivity. Microsoft-based lightweight applications for business, using MS Access, Excel, PowerPoint, Word, Outlook, and SQL Server.

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  George C Chambers

  Jan 2021 - now

  Managing Partner

  Provided strategic and operational leadership to an independent life/health/annuity insurance agency.

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  KOB Wealth Management

  Jun 2023 - Sept 2023

  President

  Investment advisory services offered through Brookstone Wealth Advisors, LLC (BWA), a registered investment advisor. BWA and Brookstone Capital Management, LLC are affiliated companies. BWA and KOB Wealth Management LLC are independent of each other. Insurance products and services are not offered through BWA but are offered and sold through individually licensed and appointed agents.

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  Brookstone Capital Management

  Jul 2023 - now

  Investment Advisor Representative

  Investment advisory services offered through Brookstone Wealth Advisors, LLC (BWA), a registered investment advisor. BWA and Brookstone Capital Management, LLC are affiliated companies. BWA and KOB Wealth Management LLC are independent of each other. Insurance products and services are not offered through BWA but are offered and sold through individually licensed and appointed agents.