Brittany R.

Experience

• 

  Non-Profit Organization

  Jan 1996 - Dec 2000

  Human Resources Officer

  Hiring, inspections, investigations, policy and business planning.

• 

  Non-Profit Organization

  Nov 2004 - Apr 2008

  Specialized in top client retention. Did trainings on protocols, policy and procedures for proper client retention and fixing organization policies that affected loss. Successful in keeping thousands of clients on board and happy customers. Responsible and oversaw over 200 employees. Got very well trained on people skills both with our clients and with our staff. Was responsible for the sales, marketing and events and service and delivery of the company. Increased sign-ups to an all time high during this duration and the the sales were also some of the highest for both materials and services.

  • Customer Retention Manager

    Dec 2000 - Apr 2008

  • D/Executive Director

    Nov 2004 - Jun 2006
• 

  Effective Broker Systems

  Aug 2008 - Mar 2009

  Sales and Marketing Director

  Did marketing campaigns, emails, phone calls and interviews to get people signed up on the Management consulting work. Worked specifically in the commercial real estate market and many clients with Cushman & Wakefield.

• 

  Ruiz Partners, Inc.

  Mar 2009 - now

  COO

  We run a management consulting firm that specializes in technology start-ups, consulting failing companies to profitabliltiy and focus on software.

• 

  RA Lotter

  Sept 2009 - Mar 2011

  Lead Insurance Agent

  Life & Health Insurance Agent with specialized certifications with Long Term Care and pension planning. Works with over 250 clients in the field doing pension planning, retirement planning and investments in future. Earned many awards for lead agent of the week and month with 65% referral rate and separately started training new agents.

• 

  Econologics Financial Advisors

  Mar 2014 - Mar 2015

  Life Health Insurance Agent

  I am a Financial Advisor presently studying my Series 65 and 63 to become a Registered Advisor. Otherwise, I have 5 years of experience in helping people with financial planning, debt reduction counseling, Life Insurance & Annuities and pension planning. I am very familiar with both California and Florida State School pensions and can help properly educate and plan for their retirement goals.