United States
The posts and opinions on this profile are my opinion and DO NOT reflect previous or present employers, clients or anyone else’s opinions. I have had the pleasure of partnering with in Automotive, Commercial Real Estate or Commercial and Specialty Automotive Insurance in my career. I am a licensed insurance agent, but I am not your insurance agent. None of my opinions/posts should be taken as customized advice for your operations.
Risk Manager for a top 10 dealer group in the country. #80stores Protecting it with equal parts strategy, problem-solving, and humor. From hurricane prep, to loaner car mishaps, & the largest synthetic fraud ring in the country operating in our back yard, I try to keep us steady, safe, and moving forward—with pride, passion, and a smile before and after each incident. Morgan Auto Group is a Florida-based company that represents 30+ brands. Founded by a father-son team, the company is led by growth- a-holics. When you make it Morgan, We make it Happen! I am a car girl by passion, an insurance agent by license. I outgrew my hometown dealership after almost 15 years and knew if I could make it to Florida, I would find my lane.
Licensed Insurance Producer Providing and servicing Garage keepers, Garage Liability, Open Lot, Worker's Comp, Umbrella, and Commercial Auto coverage to dealerships in the Northeast and New York as well as employee benefits, voluntary benefits and right sized IUL's for dealers after the low interest rate growth period following covid led many to expand operations.
2019-2022 Director of Commerical Real Estate Operations -Managed a $88M+ CRE Portfolio of Retail, Industrial and Automotive Locations -Managed a team of 4 to complete - Rev/Expense, CAM's, Op Ex & Cap Ex Forecasting - Rent Collections and Distribute Monthly to Investors - Leasing - Insurance Audits, Purchasing and Claims Processing - Asset & Property Management - Integrated Property Management Software with Accounting Suite 2014-2019 Commercial Property Manager - Soul Employee of Starting CRE Portfolio with $2M in assets under management - Rent Collection - Property Management and Outsourcing - Lease Administration - Acquisition/Disposition Administrative Support - Record Keeping - Retained Automotive Executive Assistant Responsibilities 2009-2014 Executive Assistant to CEO & C Suite - Expense Reduction Strategy and Execution - New Owner's Clinics Coordination and Hosting - Supported Forecasting for Fixed, Variable, Accounting - Created Companywide training matrix for all positions & completed all trainings myself - Back Up Reg Clerk, F&I, BDC Manager and Service Advisor - Coordinated Executive Meetings and Prepped Executives - Administrative lead on Acquisitions with OEM's, Lenders and Legal - Executive Summary & Tracking of all Contracts/ Payables - Receivable and CIT reporting - Employee Onboarding - System Administrator in all dealership systems at all locations ADP/CDK, Keyper, Central Alarms, Xtime, email servers, phone servers, cloud 365 systems, OEM portals, dealer track for F&I, Reynolds and Reynolds, toshiba printing systems, dealer science for pricing and desking, auto trader, cars.com, car gurus and lot linx.