Dynamic leader with a proven track record in organizational leadership, driving operational excellence, and strategic planning. Expertise in enhancing client satisfaction and optimizing cross-functional team performance.
Overview
37
37
years of professional experience
1
1
Certification
Work History
President
Trimmer Insurance Group
Newport Beach, CA
07.2010 - 09.2025
Directed strategic initiatives to enhance operational efficiency and client satisfaction.
Oversaw development and implementation of comprehensive insurance programs tailored to client needs.
Managed cross-functional teams to streamline workflows and improve service delivery processes.
Established key performance indicators to monitor business performance and drive continuous improvement.
Hired and managed employees to maximize productivity while training staff on best practices and protocols.
Drove revenue growth by expanding product offerings and identifying new market opportunities.
Business Manager
Health Net, Inc. of California
Orange County
01.2008 - 06.2009
Developed strategic plans to enhance operational efficiency and improve service delivery.
Led cross-functional teams in the implementation of new healthcare initiatives and programs.
Analyzed market trends and competitor strategies to inform business development decisions.
Streamlined budgeting processes, resulting in improved financial forecasting accuracy.
Successfully managed organizational change initiatives, minimizing disruptions to daily operations while achieving desired outcomes.
Business Manager
PacifiCare of California
Cypress, CA
06.1988 - 01.2008
Directed operational strategies to enhance service delivery and client satisfaction.
Led cross-functional teams to implement process improvements and optimize resource allocation.
Developed and executed business plans aligned with organizational goals and market trends.
Analyzed financial reports to inform decision-making and drive cost-effective solutions.