Wealth Management Group, LLC.

Sales

• Develop and execute a comprehensive sales strategy for the dental, veterinary, and medical markets.
• Leverage existing relationships and industry knowledge to identify key decision-makers.
• Build and maintain strong partnerships with major distributors.
• Drive market expansion into complementary sectors beyond dental.
• Forecast sales, track KPIs, and provide actionable insights on market trends.

Regional Sales – Dental & Medical Solutions

Financial Planning and Analysis

• Lead all aspects of financial planning, analysis, and reporting to ensure organizational sustainability.
• Manage budgeting, forecasting, and cash flow in a lean operational environment.
• Identify and secure funding opportunities, including debt financing, grants, or investor capital.
• Implement and oversee technology-driven financial systems, leveraging AI tools where appropriate to improve efficiency and insight.
• Partner with operational teams to align financial strategy with mission objectives.
• Ensure compliance with regulatory and reporting requirements, including audits and tax filings.
• Advise on strategic business decisions and potential growth initiatives.

Chief Financial Officer, Veteran-Focused Legal Services

Security Engineer

• Source, evaluate, and secure new accounts via proactive outreach and targeted networking
• Pinpoint security weaknesses for prospects and convert them into customized, outcome-focused proposals
• Showcase live demonstrations of video monitoring services, AI-enhanced surveillance tools, and on-the-spot intervention features
• Build personalized security configurations that optimize protection levels, area coverage, and affordability
• Lead clients through the setup phase to guarantee effective rollout and sustained success
• Foster lasting client partnerships to drive renewals, upsell opportunities, and loyalty
• Keep abreast of industry developments, competitive landscape, and new advancements in security tech

Enterprise Security Sales Executive – Digital Security

• Own and direct the organization’s full financial strategy, including annual budgeting, long-term forecasting, and detailed financial reporting, ensuring that all plans are aligned with operational realities and growth objectives.
• Act as a strategic partner to operational leadership and facility management teams, analyzing financial and operational performance, identifying trends and opportunities for improvement, and driving initiatives that enhance efficiency, reduce costs, and increase revenue without compromising quality of care.
• Lead, mentor, and inspire finance and accounting teams to achieve excellence in all financial processes, including month-end close, internal controls, audit preparation, and regulatory reporting, fostering a culture of accountability, collaboration, and continuous improvement.
• Provide actionable insights and financial modeling to inform leadership on critical decisions, including mergers, acquisitions, new service lines, capital investments, and operational expansions, ensuring financial implications are fully understood and strategically managed.
• Build and maintain strong relationships with auditors, lenders, and other financial partners, ensuring ongoing credibility, transparency, and access to capital necessary to support growth and operational initiatives.
• Ensure compliance with all local, state, and federal healthcare regulations, reporting requirements, and accounting standards while implementing systems and processes that allow for agility and operational flexibility.
• Balance strategic oversight with hands-on execution, stepping into operational and financial processes where needed to remove bottlenecks, streamline workflows, and ensure that financial strategy translates into real-world operational impact.
• Collaborate cross-functionally to develop long-term financial plans and operational benchmarks, using data-driven analysis to guide decisions, identify opportunities for cost savings, and optimize the overall financial health of the organization.

CFO – Skilled Nursing, Assisted Living

Sales Development Rep

• Drive new revenue generation by strategically selling warehousing, DTC fulfillment, B2B distribution, and related logistics services to target prospects in e-commerce, direct-to-consumer, catalog, and promotional channels.
• Own and manage the full end-to-end sales cycle, including lead generation, qualification, discovery, proposal development, executive-level negotiations, and closing complex, high-value deals.
• Lead consultative conversations with C-level and senior stakeholders at brands and distributors, translating their supply chain needs into tailored fulfillment proposals that emphasize efficiency, scalability, speed, and cost-effectiveness.
• Build, forecast, and maintain a robust, predictable sales pipeline using data-driven strategies and disciplined CRM practices to ensure consistent quota achievement and long-term growth.
• Partner cross-functionally with Operations, Finance, and Technology teams to design SLA-compliant solutions, validate pricing models (including pallet storage, pick/pack rates, shipping tiers, and value-add services), and ensure proposals are operationally feasible and profitable.
• Represent the organization at trade shows, industry conferences, and with strategic partners to enhance visibility, generate leads, and strengthen market positioning.
• Contribute to sales strategy, process refinement, and team development initiatives as the company scales its sales capabilities.

Vice President, Sales Development – Fulfillment, Warehousing

Brand Ambassador

• Represent the company at trade shows and industry events across Toronto and surrounding areas
• Actively engage healthcare professionals, procurement managers, and decision-makers at events
• Generate qualified leads and drive measurable sales opportunities
• Conduct scheduled sales calls with prospective clients and convert interest into orders
• Communicate product value clearly and confidently
• Build brand awareness within the healthcare community
• Provide structured feedback from the field regarding market trends, competitor positioning, and customer needs
• Collaborate with leadership on follow-up strategy and pipeline development
• Maintain a polished, professional presence at all times as the public face of the brand

Brand Ambassador – Healthcare, Medical Equipment

Business Development Rep

• Develop and execute strategic business development plans to expand Medicaid eligibility and enrollment partnerships.
• Identify, build, and maintain strong relationships with home care agencies, health plans, and other key stakeholders.
• Lead, mentor, and manage a high-performing BD team to achieve ambitious growth targets.
• Own the full sales cycle, from lead generation to closing strategic partnerships.
• Collaborate with cross-functional teams to align business development strategies with operational capabilities.
• Monitor market trends and competitor activity to inform strategic decisions and capitalize on opportunities.
• Deliver consistent revenue growth while maintaining high standards for client satisfaction and service quality.

Vice President of Business Development – Medicaid, Home Care

• Own and execute a national enterprise sales strategy targeting multi-site long-term care organizations.
• Build and sustain trusted relationships with C-suite executives, becoming a strategic advisor and key partner.
• Lead the full sales cycle for complex, high-value solutions, including Medicaid management and tech-enabled services.
• Negotiate and close enterprise-level agreements that drive significant revenue and long-term partnerships.
• Work cross-functionally with operations, client success, and implementation teams to ensure seamless onboarding and sustained client satisfaction.
• Monitor sales performance, provide accurate forecasting, and deliver strategic recommendations to senior leadership.
• Stay ahead of industry trends, regulatory changes, and competitor offerings to inform and adapt sales strategies.