Jason — Project Manager, Project Management

January 2017 - Present, Rochester Hills, MI Blue Insurance Group Managing Partner

December 2015 - Present Blue Insurance Group is an agency determined to help individuals who are frustrated with the new health care system, concerned about providing the right health insurance coverage for his/her family, and worried about making sure that the next visit to the doctor doesn't set the family back financially. Established Blue Insurance Group Created and Implemented the sales and operational processes to guide clients Maintain client relationship management process to ensure clients have a great experience during and after initial engagement Prospect for new health and life insurance clients JD Racing Indoor Karting Manager

Built the firm from 5 advisors in 2009 to 16 advisors in 2013 Established the firm's training program for new advisors; increased advisor retention by 20% Attracted 130 clients in less than 3 years - individuals, businesses, and organizations Developed the many marketing initiatives that generated clients for the firm Generated 30 clients per year due to being the preferred financial educators for the Detroit Sector of the Border Patrol; consists of 5 branches in Michigan and Ohio Created a team to pursue the air traffic controllers union in Michigan and Ohio; produced 20 new clients per year Constructed financial educational program for 5th grade students to teach the students and open the teacher market AXA Advisors Vice President

Led first-year advisors in production during 2006 Promoted to District Manager in 2008 after only 2 years in the financial services business Earned Series 7, 66, and 24 licenses plus Life, Accident and Health insurance licenses Comau

December 2015 - January 2017 (1 year 2 months) Create and document the business processes for transfer to future facilities and/or franchising Form policies for the handling of guest interactions Develop sales opportunities for company and social outings at our facility to achieve an increase of 33% in revenue year-over-year Supervise the activities of the Sales/Event Coordinator to ensure a great experience for our corporate and large group guests Train employees in 9 different roles within the operations of the business Oversee 20 employees to ensure delivery of an exceptional racing experience in a high-paced, time-stressed environment Coordinate scheduling for all employees within the facility Direct the inventory and ordering of replacement parts for the karts

January 2014 - December 2015 (2 years) Helped establish Mission Point Planning & Retirement in January 2014 Created business processes and organizational structure for newly formed business: Formed the client onboarding system that eliminated the average enrollment time by 17%; Developed the client review process to highlight the firm's service model to increase retention and referrals; Produced Administrative Assistant's workflow for efficiency in processing business and ease of knowledge transfer to replacements Increased my renewable income by 50% even after loss of the same to previous company Implemented financial plans for clients that consistently met their goals and objectives Maintained 99% of clients in transition from previous business Blue Water Financial Group Financial Consultant

September 2009 - December 2013 (4 years 4 months) Helped create Blue Water Financial Group in 2009

April 2006 - August 2009 (3 years 5 months)

September 2001 - February 2006 (4 years 6 months) Achieved an average of 15% savings in program costs as Platform Purchasing Coordinator for the Powertrain business unit Managed multiple programs which accounted for the purchase of $20,000,000 per annum Initiated the use of newly formed business unit COMAU China to achieve cost reductions of 40% on engine test system components Coordinated with a team of commodity managers to drive lower costs on current and future programs by leveraging the business unit as a whole rather than individual projects Coordinated North American portion of a worldwide purchasing restructuring to create a lean, seamless supply chain and purchasing organization to maximize efficiencies from business units throughout the world by establishing worldwide make/buy decisions rather than business unit or platform level only decisions Implemented new standard platform purchasing Make/Buy matrix that increased communication among the platform teams; this led to reductions of costs up to 35% due to more negotiation time, more precise timing of outsourcing, and more efficient assembly of multi-million dollar programs Led the procurement of the Mercedes Body-In-White System in Vance, AL to achieve a 10% profit margin from a NEGATIVE 22% profit margin on an overall buy of nearly $100,000,000 Purchased whole sub-systems (conveyance) to commodities such as electrical components, weld guns, and control panels Program Purchasing Coordinator

October 1999 - September 2001 (2 years) Recruited to work in Turin, Italy from September 1999 to August 2001 to spearhead the exchange of knowledge bases and core competencies between the United States and Italy after the purchase of Progressive Tool & Industries Company (PICO) by COMAU, S.p.A. Achieved a margin of about 5% for the Ford B-Car Hanging System which was sold at NEGATIVE 10% margin Coordinated the procurement of the Ford B-Car Hanging System with suppliers in Italy, Spain, Germany, France, and the United Kingdom Acted as a liaison for engineering conducted in COMAU North America (COMAU PICO) Reduced the cost of a Powertrain conveyance system by 8% purchasing directly from the raw material suppliers and providing those materials to the supplier of the conveyor; this strategy contributed to the overall savings of 15% to the budget Consulted for Human Resources as to how to more effectively manage expatriates