Dana Basil - Abreu

Dana Basil - Abreu

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  • Timeline

  • About me

    Johnson Controls - Strategic Account System Sales Executive - Fire Division

  • Education

    • Becker College

      1984 - 1986
      Marketing Marketing

      Business Administration and MarketingSales and AdvertisementEconomics and Public RelationsInternational Business, Finance and Accounting

  • Experience

    • Cigna

      Aug 1989 - May 1998

      Worked with a number of selected people who developed Managed Care for CIGNA members. Managed the process from business development to the piloting office on all levels of Implementing new way of Managed Care.• Managed implementation in developing a new process of managed care claims• Followed the development process from business writing to development to programming to testing then to pilot office• Conduct procedure writing meetings with doctors • Held weekly meetings with team to discuss timing of rotation and problems to address • Daily projected reports were completed and distributed for teams to review with respect to their constraint date• Participated in weekly piloted testing of programs before sending to piloting office. • Made corrections to programs, if needed, issuing a packet in log issues. • Created, conducted and compiled questionnaire displaying errors and improvements necessary. Show less Developed Lotus Spreadsheets for all National HMO Offices for financial reportings. Analyzed monthly budgets to meet year-end target. Adjusted as needed then reported to VP of HMO Offices.PC Support Coordinated hardware/software between delegated offices for computer updates Coordinated acquisition of hardware/software to Ireland office  Trained regional staff to effectively utilize applications and continue assistance to staff within their office.  Provided support to Office Regional Managers (23 offices from Ireland, Puerto Rico & Fresno, Ca) of Monthly Financial Operational Plans Handled all macro corrections, calculations, and application issues within Lotus spreadsheets Financial Analyst: Developed Lotus 123 Financial Spreadsheets for Eastern operations  Reviewed monthly Financial Operational Plans in Lotus 123 Calculate monthly and year end budgets for targeted goals  Managed cuts with increase in spending where needed Implemented new forecasts reflecting membership accounts Developed a new company process for handling abnormal claims requiring high level review. Awarded a monetary company bonus. Show less

      • Implementation Manager

        Jun 1994 - May 1998
      • PC Support / Financial Analyst

        Aug 1989 - Jun 1994
    • Griswold Inn

      Jan 1998 - Jan 2002
      Hotel Manager

      • Direct personnel operations hiring, training, firing, scheduling, employee reviews and bonuses• Managed budgeting including maximizing room space• Handled wedding bookings and all client services including complaints• Oversaw ordering/tracking and stocking of inventory for gift shop.• Marketed hotel rooms through website, newspaper and community events.

    • Ciprus Limited LLC

      Jan 2000 - Jan 2008
      Researcher

      • Collaborated with president marketing strategies along with client input to provide necessary research• Import Duns & Bradstreet listing which targets marketing strategy• Worked with Dupont, Behr and Armstrong product end users to improve product development.• Researched market to developed questionnaire for corporate survey.• Developed Excel questionnaire

    • Sound Home Management, LLC.

      Sept 2000 - May 2006
      Owner

      • Development business plan • Implemented business development • Designed all business material business cards, print material (advertising & sales), contracts• Direct personnel operations, conduct hiring, managed staff, and provided training• Developed and management account files in excel.• A/R & A/P• Scheduled personnel and subcontracted work• Managed seasonal property accounts• Scheduled subcontractors for repairs, property opening & closing, house cleaning and landscaping Show less

    • Edward Jones

      Jan 2008 - Jan 2009
      Branch Office Administrator

      • Provided primary support to Financial Advisor with setting up new accounts, client development, portfolio building, processing deposits, money transfers, new estates, stocks, bonds, mutual funds, trust funds, etc. • Executed direct mailing program and implemented new portfolio reports such as “Goldman Sachs” for financial analysis. • Ordered supplies & kept perspectives stocked for clients. • Managed executive calendar and coordinated weekly project team meetings.• Profiled and analyzed investment products to develop customized financial strategies for clients financial needs.• Conducted careful financial and covenant analysis of proposed transactions and portfolio companies.• Answered client’s questions about the purposes and details of financial plans and strategies.• Explained and documented for clients the types of services to be provided and the responsibilities to be taken by the personal financial advisor. Show less

    • ADT Security Services

      Jun 2009 - Nov 2015
      Residential Sales Representative

      Sales Representative for Residential and Small Business Security.• Met/Exceeded monthly company targets• Proven success track record with above average close rates• Current on products and services• Tradeshow and Corporate Events• Proficient in security technology and CCTV Surveillance • Effective communication and written skills• Built reoccurring funnel of business through client relations.• Received company awards including Top Sales Rep• Negotiated prices, terms of sales and service agreements• Quoted prices, credit terms and other bid specifications• Prospect customers using Salesforce and Sales Genie Show less

    • Red Hawk Fire & Security

      Dec 2015 - Jan 2020
      Contract Sales Representative

      Contract Sales Representative for Fire & Sprinkler Commercial Systems

    • ADT Commercial

      Jan 2020 - now
      Contract Sales Representative
    • Johnson Controls

      Jan 2023 - now
      Strategic Account System Sales Executive - Fire

      As a Strategic Account System Sales Executive - Fire Division my primary focus is offering Johnson Controls Fire Alarm, Sprinkler and Suppression Systems to our client base as well as HVAC and Security Systems.

  • Licenses & Certifications

    • 2013 Centurion Club Member 106.3%

      ADT
    • Outstanding Achievement Award Exceeding 50 & 4 July 2011

      ADT
    • Outstanding Achievement Award Exceeding 50 & 4 Sept. 2010

      ADT
      Sept 2010
    • Top Self Generated Award New England Area 101

      ADT
    • Outstanding Achievement Award Exceeding 50 & 4 Nov.2010

      ADT
    • Outstanding Achievement Award Exceeding 50 & 4 July 2013

      ADT
    • Top Residential Sales Rep. Area 101 New England

      ADT
      May 2013
    • Outstanding Achievement Award Exceeding 50 & 4 Aug. 2010

      ADT
      Aug 2010
  • Volunteer Experience

    • Coordinator of the "Old Saybrook student ski/snowboard club"

      Issued by Old Saybrook on Aug 2001
      Old SaybrookAssociated with Dana Basil - Abreu