Epic Financial Corporation is a financial service company specializing in financial Wellness. The company has three divisions; Financial Software, Marketing and Promotion, and Insurance Services and Consulting. Epic’s financial wellness software provides consumers with a financial solution allowing them to accelerate and eliminate their financial liabilities by incorporating liability management, and wealth building strategies using state of the art software that contains 24 algorithms. This allows individuals to eliminate multiple debts quickly and create a financial plan to build wealth for early retirement or prepare for designated mile stones such as buying a home, sending children to college, saving for weddings, retirement etc.
 

Technical Advisor

As member of Board of Directors, administered the business, provided vision direction, and evaluated systems, policies & procedures. Formulated market and business analysis strategies to support business growth & market penetration efforts and participated in the planning, evaluation as well as execution of strategic growth initiatives also established process for collecting, tracking, and updated competitive market information. Responsible for debt side and liability management.   

Marketing Strategy

• Assembled a marketing strategy, integrated & built technology systems.
• Ensured software package delivery with support of highly skilled developmental team.
• Established strategic market plans that included product positioning, differentiation and value propositions for successfully promoting debt elimination product.
• Designed and produced effectual market strategies to help and supported marketing initiatives as well as exceptionally organized with a track record of managing technology solution from concept to execution.

Decision Making Process

• Actively involved in decision-making process together with technical staff and management decision makers, facilitating execution of the sales process.
• Investigated and resolved improper disclosures of protected health information or proprietary business information.

Functioning in Team

• Aided business teams in the review of marketing and promotional materials, quality assurance, product safety data and monitored sales and marketing practices.
• Efficiently performed market & business analysis for business growth and market penetration.

Organizational Growth

• Ensured organizational growth and sales performance by integrating company culture into training initiatives and warranted their penetration across organizational levels.
• Created effective product and sales training curriculum for company, drove sales through all channels, and via management of the entire training function.

Key Accomplishments

• Achieved all sales targets in a timely fashion, identified opportunities for sales process improvement.
• Enabled sales management to inspect sales process quality and prioritize opportunities for improvement.

Other Experience

• Anderson Solutions Group (2017 – Present)
• Financial Insights Inc (1996 – 2021)
• Executive Payment Solutions (2006 – 2021)
• NO MORE Mortgage (1999 – 2008)
• Total Debt Solutions (2002 – 2007)
• Impact Networth (2004 – 2007)
• Epic Financial (2006-2008)