text
stringlengths 1.8k
39.4k
|
---|
### Human: Agent: ['Howard Kredo', "Integrity in the cornerstone of my business. I believe a mortgage should be about building relationships, and helping my customers find the home loan that's right for them. As a Mortgage Banker for the past 27 years, I'm here to answer questions so my clients have a clear understanding of what they comfortably afford. I specialize in First Time Homebuyer Programs, FHA, 203K Rehabilitation Loans as well as all conventional and Jumbo Products. Many loan officers can help get a loan. My mission is to help my clients find the home loan that is right for them.", 'President/ Sr. Loan Officer "Integrity Is The Cornerstone of My Business!"', 'Access Mortgage Lending, LLC', '[{"company":"Access Mortgage Lending, LLC","company_id":null,"location":"Holland, Pa. 18966","positions":[{"description":"I believe a mortgage should be about building relationships and helping his customers find the home loan that\'s right for them. As a Mortgage Banker for the past 25 years, I am here to answer questions so my clients have a clear understanding of what they can comfortably afford. I specialize in First Time Homebuyer Programs, FHA, 203K Rehabilitation Loans as well as all conventional and Jumbo Products. \\"Many loan officers can help get a loan. My mission is to help my clients find the home loan that is right for them.\\"I am licensed in NJ, PA.","duration":"Mar 2019 - Present 3 years","duration_short":"3 years","end_date":"Present","start_date":"Mar 2019","subtitle":"Access Mortgage Lending, LLC","title":"President / Sr. Loan Offcier"}],"url":""},{"company":"First Alliance Home Mortgage","company_id":"first-alliance-home-mortgage","location":"","positions":[{"description":"","duration":"Jul 2017 Aug 2017 2 months","duration_short":"2 months","end_date":"Aug 2017","start_date":"Jul 2017","subtitle":"First Alliance Home Mortgage","title":"VP/Sr. Loan Banker"}],"url":"https://www.linkedin.com/company/first-alliance-home-mortgage"},{"company":"Seckel Capital","company_id":"seckel-capital","location":"Greater Philadelphia Area","positions":[{"description":"","duration":"Sep 2015 Jul 2017 1 year 11 months","duration_short":"1 year 11 months","end_date":"Jul 2017","start_date":"Sep 2015","subtitle":"Seckel Capital","title":"Vice president-Sr. Mortgage Banker"}],"url":"https://www.linkedin.com/company/seckel-capital"},{"company":"Centennial Lending Group, LLC","company_id":"centennial-lending-group","location":"Greater Philadelphia Area","positions":[{"description":"As a Mortgage Banker for the past 20 years, I\'m here to answer questions so my clients can have a clear understanding of what they can comfortably afford. As a Mortgage Banker for the past 20 years, I\'m here to answer questions so my clients can have a clear understanding of what they can comfortably afford.","duration":"Sep 2012 Sep 2015 3 years 1 month","duration_short":"3 years 1 month","end_date":"Sep 2015","start_date":"Sep 2012","subtitle":"Centennial Lending Group, LLC","title":"Senior Mortgage Banker"}],"url":"https://www.linkedin.com/company/centennial-lending-group"},{"company":"Bank of America","company_id":"bank-of-america","location":"Huntingdon Valley, Pa. 19006","positions":[{"description":"Originated residential mortgages Originated residential mortgages","duration":"Sep 2009 Aug 2012 3 years","duration_short":"3 years","end_date":"Aug 2012","start_date":"Sep 2009","subtitle":"Bank of America","title":"Mortgage Loan Officer"}],"url":"https://www.linkedin.com/company/bank-of-america"},{"company":"CORNERSTONE LENDING, INC","company_id":null,"location":"","positions":[{"description":"SENIOR LOAN OFFICERRESIDENTIAL AND COMMERCIAL LOANS ALL DOC TYPES SENIOR LOAN OFFICERRESIDENTIAL AND COMMERCIAL LOANS ALL DOC TYPES","duration":"Jun 2008 Sep 2009 1 year 4 months","duration_short":"1 year 4 months","end_date":"Sep 2009","start_date":"Jun 2008","subtitle":"CORNERSTONE LENDING, INC","title":"SR. FINANCIAL CONSULTANT"}],"url":""}]', '["Christopher J. Byczkowski “Howard is a phenomenal lender and person. During the purchase of our first home, Howard & Access Mortgage Lending LLC, were there every step of the way to answer all of our questions, provided us with updates and made us feel comfortable and confident throughout the entire transaction. I would recommend Howard & Access Mortgage Lending to anyone looking to secure funding for the purchase of a home. ”","S Robert Kalishman “Howard has done our last three mortgages. His service has exceeded our highest expectations. A man of his word and mostly importantly the best rates.”"]']
User: ['Jennifer Berube', 'Experienced lender with a demonstrated history of working in the financial services industry. Strong finance professional skilled in Operations Management, Sales, Customer Relationship Management (CRM), Team Building, and Management.', 'Retail Mortgage Loan Originator at Truist Mortgage', 'Truist Mortgage', '[{"company":"Truist Mortgage","company_id":null,"location":"","positions":[{"description":"","duration":"Oct 2021 - Present 5 months","duration_short":"5 months","end_date":"Present","start_date":"Oct 2021","subtitle":"Truist Mortgage","title":"Retail Loan Originator"}],"url":""},{"company":"SunTrust Mortgage","company_id":null,"location":"","positions":[{"description":"","duration":"May 2021 - Present 10 months","duration_short":"10 months","end_date":"Present","start_date":"May 2021","subtitle":"SunTrust Mortgage","title":"Retail Mortgage Loan Originator"}],"url":""},{"company":"BB&T","company_id":"bb&t","location":null,"positions":[{"description":"Small Business Specialist. Work with small businesses to improve cash flow, save time, money, effectively employ resources and ultimately, improve bottom line.","duration":"Mar 2018 May 2021 3 years 3 months","duration_short":"3 years 3 months","end_date":"May 2021","start_date":"Mar 2018","subtitle":"BB&T","title":"Branch Banker IV"},{"description":"","duration":"Feb 2013 Mar 2018 5 years 2 months","duration_short":"5 years 2 months","end_date":"Mar 2018","start_date":"Feb 2013","subtitle":"BB&T","title":"Market Leader IV Assistant Vice President"}],"url":"https://www.linkedin.com/company/bb&t"},{"company":"Dominion Enterprises","company_id":"dominion-enterprises","location":"","positions":[{"description":"","duration":"Sep 2003 Mar 2011 7 years 7 months","duration_short":"7 years 7 months","end_date":"Mar 2011","start_date":"Sep 2003","subtitle":"Dominion Enterprises","title":"National Sales Manager"}],"url":"https://www.linkedin.com/company/dominion-enterprises"},{"company":"Trader Publishing","company_id":null,"location":"","positions":[{"description":"","duration":"2003 2007 4 years","duration_short":"4 years","end_date":"2007","start_date":"2003","subtitle":"Trader Publishing","title":"Sales Manager"}],"url":""},{"company":"Cornerstone Realty Trust","company_id":null,"location":"","positions":[{"description":"","duration":"Sep 1997 Jul 2003 5 years 11 months","duration_short":"5 years 11 months","end_date":"Jul 2003","start_date":"Sep 1997","subtitle":"Cornerstone Realty Trust","title":"General Manager"}],"url":""},{"company":"United Dominion Realty Trust","company_id":"udr","location":"","positions":[{"description":"","duration":"Aug 1994 Jan 1999 4 years 6 months","duration_short":"4 years 6 months","end_date":"Jan 1999","start_date":"Aug 1994","subtitle":"United Dominion Realty Trust","title":"Leasing consultant"}],"url":"https://www.linkedin.com/company/udr"}]', '["Russell Carter “I strongly recommend Jennifer Bufis for any job that requires quick thinking, great organizational skills and a pleasant demeanor when working with people. I had the pleasure of working with, and reporting directly too Jennifer when she served as National Sales Manager. She juggled literally hundreds of accounts for multiple sales representatives, making their jobs easier and, by extension, helping me to achieve my highest goals thus far financially and professionally. While at Dominion, she implemented a new system that resulted in a much smoother process from sales to delivery. Jennifer was efficient and effective in her professional role, but also took the time to engage workers and clients with a genuine interest in how they were doing. I wish all our managers could be as kind and friendly as Jenifer. Any company that hires Jennifer Bufis will find their money well spent.”","Max Dobbs “I have worked directly for Jennifer and along side Jennifer. Jennifer was a fair and encouraging manager and genuinely cared about the well being of her employees and the company. Jennifer gave employees space but at the same time made sure that company call goals and performance standards were met. She is also great at digging to find problem areas and how to solve them quickly whether it was operational or procedural in nature. Jennifer is delightful to be around does a great job coaching those underneath her supervision. Jennifer is very kind hear-ted but will definitely get her hands dirty when she needs to. I would definitely work with or for Jennifer again.”"]']### Assistant: The agent's job is to provide mortgage lending services. Today, the agent is reaching out to the user because they need to discuss the user's home loan options and assist them in securing funding for a home purchase.
|
### Human: Agent: ['Melody Weiss', 'I am a self-directed professional who works collaboratively to drive efficiency and results. I am an effective communicator and I build strong business relationships across global channels. I am a practical thinker and I act with integrity and trust. I am also an effective listener with excellent verbal and written communication skills. I also learn quickly and I work well in teams of any size. Specialties: Software Quality Assurance Quality Assurance ITIL processes Global Medical Device business Service Delivery Application Support Relationship Management Validation and Compliance Testing IT Liaison with Business Partners Full SDLC Software Development Project Management Onshore/Offshore Resource Managment Process Development and Improvement', 'System Specialist - Global Complaint Management at ICU Medical', 'ICU Medical', '[{"company":"ICU Medical","company_id":"icu-medical","industry":"Medical Equipment Manufacturing","location":"Lake Forest, IL","positions":[{"description":"Managing day to day operations for Global Complaint Management (GCM) and Safety & Regulatory Reporting (SRR) systems, including the TrackWise Digital complaint management database. Responsible for system utilization and productivity optimization projects and issues. Point person for enhancement development, implementation and testing for the TrackWise Digital system and all other GCM/SRR systems. Managing day to day operations for Global Complaint Management (GCM) and Safety & Regulatory Reporting (SRR) systems, including the TrackWise Digital complaint management database. Responsible for system utilization and productivity optimization projects and issues. Point person for enhancement development, implementation and testing for the TrackWise Digital system and all other GCM/SRR systems.","duration":"Jun 2011 - Present 10 years 8 months","duration_short":"10 years 8 months","end_date":"Present","start_date":"Jun 2011","subtitle":"ICU Medical","title":"System Specialist - Global Complaint Management"}],"url":"https://www.linkedin.com/company/icu-medical"},{"company":"Hospira","company_id":"hospira","location":null,"positions":[{"description":"Responsible for supporting Global IT strategic objectives required to stabilize, optimize and innovate Hospira\'s Global IT organization.","duration":"Jun 2009 May 2011 2 years","duration_short":"2 years","end_date":"May 2011","start_date":"Jun 2009","subtitle":"Hospira","title":"Business Systems Specialist"},{"description":"Responsible for partnering with business to understand future demand and recommend solutions bulit on strategies, governance, guiding principles in support of business unit and Hospira\'s overall strategic goals.","duration":"Jun 2006 May 2009 3 years","duration_short":"3 years","end_date":"May 2009","start_date":"Jun 2006","subtitle":"Hospira","title":"Relationship Manager - Global Medical Devices"},{"description":"Responsible for support of Hospira\'s Customer Care group to include triage, prioritization and resolution of day to day production suppport activities and new project development. Supervised outsourced partners to prioritize help desk tickets and oversight to completion. Tracked metrics and SLA\'s to manage vendor compliance.","duration":"May 2004 May 2006 2 years 1 month","duration_short":"2 years 1 month","end_date":"May 2006","start_date":"May 2004","subtitle":"Hospira","title":"Sr. Business Systems Analyst"}],"url":"https://www.linkedin.com/company/hospira"},{"company":"Abbott Laboratories","company_id":"abbott-","location":null,"positions":[{"description":"Performed analysis and production support of internally developed, global, multi-functional, validated application used by 500+ users globally. This internally developed application was an FDA regulated Device Tracking and Complaint Handling system.Transitioned to Hospira at the spin off in May 2004.","duration":"May 2002 Apr 2004 2 years","duration_short":"2 years","end_date":"Apr 2004","start_date":"May 2002","subtitle":"Abbott Laboratories","title":"Sr. Business Systems Analyst"},{"description":"Managed all aspects of the validation effort for daily and long term projects, including Y2K and CFR21 Part 11. Coordinated, hired and trained resources to meet project needs.Provided process controls for front end and back end source code.Developed SQA processes to meet all QA and regulatory requirements for validation, GMP and the FDA.Developed training curriculum, infrastructure, processes and procedures, including document management, change control, security, management involvement and compliance.","duration":"Jan 1999 Apr 2002 3 years 4 months","duration_short":"3 years 4 months","end_date":"Apr 2002","start_date":"Jan 1999","subtitle":"Abbott Laboratories","title":"Software Quality Team Leader"},{"description":"Key member of the validation team to convert a mainframe application to client/server. Concentrated on efforts to demostrate and maintain compliance with FDA guidelines for this validated application. Performed validation testing which included writing test scripts, executing and documenting validation tests. Performed data analysis, data set up, identified coding issues (debugging) and coordinated issue resolution with support/development teams.","duration":"Jul 1997 Dec 1998 1 year 6 months","duration_short":"1 year 6 months","end_date":"Dec 1998","start_date":"Jul 1997","subtitle":"Abbott Laboratories","title":"Software Quality Tester"}],"url":"https://www.linkedin.com/company/abbott-"},{"company":"Comp Pro Med, Inc.","company_id":null,"location":"","positions":[{"description":"National sales, installation and training of Polytech Laboratory information systems to streamline laboratory workflow.On-site presentation to Administration and Management staff.Complete analysis of current system to determine new system requirements. Site preparation for installation and implementation, including management of technical staff.On-site and off-site client training and development of end user documentation.Documentation and editing of technical software manuals, executed manual test cases and field tested new software versions.","duration":"Dec 1992 Jan 1996 3 years 2 months","duration_short":"3 years 2 months","end_date":"Jan 1996","start_date":"Dec 1992","subtitle":"Comp Pro Med, Inc.","title":"Medical Software Sales, Installation and Training"}],"url":""}]', '["Nancy L. Carlson “I have had the pleasure of being Melody Weiss\'s manager since 1999. I quickly learned of Melody\'s leadership and commitment to her work. She played a key role developing and documenting the first SQA processes, guidelines and operating procedures for the Hospital Products Division of Abbott Laboratories. Later in 2002 when the division was spun off as a new ocmpany (Hospira), Melody condinued to be a key player. She worked on multiple projects, meeting tight deadlines and budget constraints, and developing new processes and procedures for SAP OTC, relationship and management, IT quality management. Melody is a tireless worker who has shown adaptability, resilience and openness to new ideas and ways of doing business. She has continued to learn and grow both at work and on her own. I can strongly recommend Melody to any organization that is looking for an experienced and tested project manager who is knowledgeable in so many important organizational processes”","Bruce Wood “Melody is a person who believes in the vision of delivering great value and services to her business customers! I worked along side of Melody as a Relationship Manager, and saw her tireless and effective work ethic and the great results! She grasps both the technical and strategic well, and is well respected by peers and customers. If given the chance again, I would work with Melody again - she is a person to be trusted!”"]']
User: ['Sacheth bharadwaj Pisipati', 'Results driven and process oriented engineering manager with proven leadership skills in engineering design & industrial manufacturing', 'Product Management | Project Engineering | Industrial Manufacturing', 'Baltimore Aircoil Company', '[{"company":"Baltimore Aircoil Company","company_id":"baltimore-aircoil-company","industry":"Industrial Machinery Manufacturing","location":null,"positions":[{"description":"","duration":"Jun 2021 - Present 11 months","duration_short":"11 months","end_date":"Present","start_date":"Jun 2021","subtitle":"Baltimore Aircoil Company","title":"Engineering Lead"},{"description":"","duration":"Jun 2017 - Present 4 years 11 months","duration_short":"4 years 11 months","end_date":"Present","start_date":"Jun 2017","subtitle":"Baltimore Aircoil Company","title":"Advance Product Engineer"},{"description":"Focus on product sustenance , day-to-day operations and ensure effective implementation-execution of engineering processes at the North American manufacturing facilities","duration":"May 2013 Jun 2017 4 years 2 months","duration_short":"4 years 2 months","end_date":"Jun 2017","start_date":"May 2013","subtitle":"Baltimore Aircoil Company","title":"Product Engineer"}],"url":"https://www.linkedin.com/company/baltimore-aircoil-company"},{"company":"GE Energy","company_id":"gepower","location":"Roanoke, Virginia Area","positions":[{"description":"Planning, resourcing, and directing engineering activities to meet product requirements, schedules, standards, and cost Planning, resourcing, and directing engineering activities to meet product requirements, schedules, standards, and cost","duration":"May 2012 May 2013 1 year 1 month","duration_short":"1 year 1 month","end_date":"May 2013","start_date":"May 2012","subtitle":"GE Energy","title":"Lead Design Engineer"}],"url":"https://www.linkedin.com/company/gepower"},{"company":"CNH","company_id":"cnh","location":"Lancaster, Pennsylvania Area","positions":[{"description":"Provide designs, layouts, drawings for specific elements of products being developed and/or improved ‘per project’ plan by working with the North American and off shore engineering Provide designs, layouts, drawings for specific elements of products being developed and/or improved ‘per project’ plan by working with the North American and off shore engineering","duration":"Nov 2011 Apr 2012 6 months","duration_short":"6 months","end_date":"Apr 2012","start_date":"Nov 2011","subtitle":"CNH","title":"Mechanical Design Engineer"}],"url":"https://www.linkedin.com/company/cnh"},{"company":"Procter & Gamble","company_id":"procter-and-gamble","location":"Cincinnati, Ohio Area","positions":[{"description":"Design equipment and systems using Solid Edge to P&G standards considering cost, availability of materials and maintenance requirements Design equipment and systems using Solid Edge to P&G standards considering cost, availability of materials and maintenance requirements","duration":"May 2010 Sep 2011 1 year 5 months","duration_short":"1 year 5 months","end_date":"Sep 2011","start_date":"May 2010","subtitle":"Procter & Gamble","title":"Design Engineer"}],"url":"https://www.linkedin.com/company/procter-and-gamble"},{"company":"Vega Conveyors & Automation Ltd","company_id":"vega-conveyors-&-automation-ltd","location":"Hyderabad Area, India","positions":[{"description":"","duration":"May 2006 Mar 2007 11 months","duration_short":"11 months","end_date":"Mar 2007","start_date":"May 2006","subtitle":"Vega Conveyors & Automation Ltd","title":"Engineer - Customer Services"}],"url":"https://www.linkedin.com/company/vega-conveyors-&-automation-ltd"},{"company":"Bharat Heavy Electricals Limited","company_id":"bhel","location":"","positions":[{"description":"Project: Macro Part Programming and Vane milling of a 2D impeller using a CNC 5-Axis Machine - Student Intern assigned to work in the manufacturing plant to assist the manufacturing of turbines and its components- Wrote a macro part program to manufacture 2D impeller on CNC 5-Axis Machine- Executed the program on the CNC machine by post processing design for manufacturing Project: Macro Part Programming and Vane milling of a 2D impeller using a CNC 5-Axis Machine - Student Intern assigned to work in the manufacturing plant to assist the manufacturing of turbines and its components- Wrote a macro part program to manufacture 2D impeller on CNC 5-Axis Machine- Executed the program on the CNC machine by post processing design for manufacturing","duration":"Nov 2005 Jan 2006 3 months","duration_short":"3 months","end_date":"Jan 2006","start_date":"Nov 2005","subtitle":"Bharat Heavy Electricals Limited","title":"Mechanical Engineering Intern"}],"url":"https://www.linkedin.com/company/bhel"}]', '["Asad Raja “Sacheth continuously strives to be customer centric. Although, Plant support is an extremely demanding job, but his attitude in stressful situations is always constructive and focused on providing solutions. ”","Bhargav Patel “My experience of working with Sacheth in Procter & Gamble was great. He had demonstrated a great deal of responsibility and never look back to take challenges. Sachet\'s professional skills as well as interpersonal style is excellent. He is consistently pleasant, and takes on all assignments with enthusiasm and dedication. He is definitely a great asset to any team. I would highly recommended him for any position and wish him best of luck in his career.”"]']### Assistant: The agent's job is to collaborate with engineering professionals to drive efficiency and results in industrial manufacturing. Today, the agent is reaching out to the user because they need to discuss a potential partnership opportunity between their respective companies.
|
### Human: Agent: ['Johanna Vanderpool', 'Experienced Relationship Marketing Manager with a demonstrated history of working in the computer software industry. Skilled in Customer Relationship Management (CRM), Mobile Applications, IT Strategy, Marketing, and Email Marketing. Strong marketing professional with a Master of Science focused in Embedded Systems from Tampere University of Technology.', 'Sr Relationship Marketing Manager, Azure at Microsoft', 'Microsoft', '[{"company":"Microsoft","company_id":"microsoft","industry":"Software Development","location":null,"positions":[{"description":"","duration":"Jan 2020 - Present 2 years","duration_short":"2 years","end_date":"Present","start_date":"Jan 2020","subtitle":"Microsoft","title":"Sr Relationship Marketing Mgr, Azure"},{"description":"","duration":"Dec 2018 Jan 2020 1 year 2 months","duration_short":"1 year 2 months","end_date":"Jan 2020","start_date":"Dec 2018","subtitle":"Microsoft","title":"Sr Relationship Marketing Mgr, Dynamics 365"},{"description":"","duration":"Dec 2017 Dec 2018 1 year 1 month","duration_short":"1 year 1 month","end_date":"Dec 2018","start_date":"Dec 2017","subtitle":"Microsoft","title":"Sr Relationship Marketing Mgr, OneDrive Consumer"},{"description":"","duration":"Jun 2016 Dec 2017 1 year 7 months","duration_short":"1 year 7 months","end_date":"Dec 2017","start_date":"Jun 2016","subtitle":"Microsoft","title":"Senior Marketing Manager, Surface"},{"description":"Responsible for driving the development of Phones CRM strategy and running selected key CRM programs to drive retention and Microsoft service engagement.","duration":"Aug 2015 Jun 2016 11 months","duration_short":"11 months","end_date":"Jun 2016","start_date":"Aug 2015","subtitle":"Microsoft","title":"Head of CRM Strategy and Programs, Phones"},{"description":"Responsible for running key CRM programs to ensure both smooth device onboarding and efficient cross-product promotions.","duration":"Apr 2014 Aug 2015 1 year 5 months","duration_short":"1 year 5 months","end_date":"Aug 2015","start_date":"Apr 2014","subtitle":"Microsoft","title":"Senior Marketing Communications Manager, Phones"}],"url":"https://www.linkedin.com/company/microsoft"},{"company":"Nokia","company_id":"nokia","location":"","positions":[{"description":"In the Consumer Engagement team, channel owner for both email and in-device channels. Responsible for editorial planning and customer journey development. In the Consumer Engagement team, channel owner for both email and in-device channels. Responsible for editorial planning and customer journey development.","duration":"Dec 2013 Apr 2014 5 months","duration_short":"5 months","end_date":"Apr 2014","start_date":"Dec 2013","subtitle":"Nokia","title":"CRM Manager"}],"url":"https://www.linkedin.com/company/nokia"},{"company":"Accenture","company_id":"accenture","location":"","positions":[{"description":"","duration":"Apr 2011 Nov 2013 2 years 8 months","duration_short":"2 years 8 months","end_date":"Nov 2013","start_date":"Apr 2011","subtitle":"Accenture","title":"Consultant"}],"url":"https://www.linkedin.com/company/accenture"},{"company":"Tieto","company_id":"tieto","location":"","positions":[{"description":"","duration":"Feb 2005 Apr 2011 6 years 3 months","duration_short":"6 years 3 months","end_date":"Apr 2011","start_date":"Feb 2005","subtitle":"Tieto","title":"Software Engineer"}],"url":"https://www.linkedin.com/company/tieto"},{"company":"Tampere University of Technology","company_id":"tampere-university-of-technology-1965-2018","location":"","positions":[{"description":"","duration":"Aug 2003 Apr 2004 9 months","duration_short":"9 months","end_date":"Apr 2004","start_date":"Aug 2003","subtitle":"Tampere University of Technology","title":"Assistant teacher in Department of Mathematics"}],"url":"https://www.linkedin.com/company/tampere-university-of-technology-1965-2018"},{"company":"Nokia Mobile Phones","company_id":"nokia","location":"","positions":[{"description":"","duration":"May 2003 Aug 2003 4 months","duration_short":"4 months","end_date":"Aug 2003","start_date":"May 2003","subtitle":"Nokia Mobile Phones","title":"Summer trainee"}],"url":"https://www.linkedin.com/company/nokia"},{"company":"Tampere University of Technology","company_id":"tampere-university-of-technology-1965-2018","location":"","positions":[{"description":"","duration":"Aug 2002 Apr 2003 9 months","duration_short":"9 months","end_date":"Apr 2003","start_date":"Aug 2002","subtitle":"Tampere University of Technology","title":"Assistant teacher in Department of Mathematics"}],"url":"https://www.linkedin.com/company/tampere-university-of-technology-1965-2018"},{"company":"Nokia Mobile Phones","company_id":"nokia","location":"","positions":[{"description":"","duration":"May 2002 Aug 2002 4 months","duration_short":"4 months","end_date":"Aug 2002","start_date":"May 2002","subtitle":"Nokia Mobile Phones","title":"Summer trainee"}],"url":"https://www.linkedin.com/company/nokia"}]', '["Timo Makiniemi “I have been Johanna\'s manager for three years while I was responsible first for Nokia\'s global CRM programs and then for Microsoft\'s Device CRM programs. Johanna is a high performer who has strategic insight while also an eye for details. She always delivers what has been agreed on and her clear strengths on top of CRM expertise are her analytical skills and program management. No matter how big the task is, she manages them thoroughly and gets things done. She is a great collaborator across teams and organizations, she establishes new networks when needed and the feedback from stakeholders, colleagues and agency partners has always been very positive. If something is new to her, she has always made the effort to learn it quickly. This skill has been and will be very critical in the fast-moving digital marketing space. I am grateful that I have had the possibility to work with her closely for years and I can truly recommend her to any digital marketing role. I am happy to provide additional details if needed.”","Jussi Nevanlinna “Johanna defined and executed Microsoft wide CRM project for the launch of Lumia 950 and 950 XL smartphones. The project played key part in the launch (one of three main launch activities), delivered strong business results, and was very complex to manage internally (it involved most of Microsoft\'s service units e.g. Skype, Windows unit, and Phones unit). Johanna just did it. Her work simply shows what one determined and talented individual can achieve when the attitude is right. I am truly impressed with her work.”"]']
User: ['Kerry Wagoner', 'I am passionate about sports, dogs and saving animals.', 'Sr. SEM Manager at Cognitive Computer Solutions', 'Digital Marketing Freelancer', '[{"company":"Digital Marketing Freelancer","company_id":"digital-marketing-freelancer","industry":"Marketing Services","location":"Long Beach Ca","positions":[{"description":"","duration":"Feb 2017 - Present 4 years 6 months","duration_short":"4 years 6 months","end_date":"Present","start_date":"Feb 2017","subtitle":"Digital Marketing Freelancer","title":"PPC Text Ad Specialist"}],"url":"https://www.linkedin.com/company/digital-marketing-freelancer"},{"company":"Cognitive Computer Solutions","company_id":"cognitivecomputersolutions","location":"Orange County, California, United States","positions":[{"description":"","duration":"Dec 2016 - Present 4 years 8 months","duration_short":"4 years 8 months","end_date":"Present","start_date":"Dec 2016","subtitle":"Cognitive Computer Solutions","title":"Sr. SEM Manager"}],"url":"https://www.linkedin.com/company/cognitivecomputersolutions"},{"company":"RelevantAds","company_id":"relevant-","location":null,"positions":[{"description":"Responsible for managing & monitoring SMB AdWords campaigns with an ad spend ranging from $25K-$30K per month.","duration":"Aug 2011 Jan 2017 5 years 6 months","duration_short":"5 years 6 months","end_date":"Jan 2017","start_date":"Aug 2011","subtitle":"RelevantAds","title":"AdWords Specialist"},{"description":"","duration":"Apr 2007 Jan 2017 9 years 10 months","duration_short":"9 years 10 months","end_date":"Jan 2017","start_date":"Apr 2007","subtitle":"Relevant Ads","title":"Google AdWords Specialist"}],"url":"https://www.linkedin.com/company/relevant-"},{"company":"Local Corporation","company_id":"local-corporation","location":"","positions":[{"description":"","duration":"Nov 1999 Jun 2005 5 years 8 months","duration_short":"5 years 8 months","end_date":"Jun 2005","start_date":"Nov 1999","subtitle":"Local Corporation","title":"Sales Manager"}],"url":"https://www.linkedin.com/company/local-corporation"}]', '["“Kerry is an expert at his craft. His calm demeanor & patience with clients and co-workers when explaining complicated marketing strategies is exemplary. He helped instill in me a love of Google Ads, took the time in the beginning of my career to help guide me in Google Ads best practices & makes sure to do his best by every client. Anyone working with him is lucky to have such a valuable asset on their team.”","“Kerry has a deep knowledge of SEO/SEM. In addition to his digital expertise, his genuine passion for creating marketing success for his clients makes him a valuable asset to any organization. I would recommend Kerry to any business looking to stay ahead of the curve in digital marketing. ”"]']### Assistant: The agent's job is to manage relationship marketing for Azure at Microsoft. Today, the user is reaching out to the agent because they need assistance with optimizing their SEM strategy for their digital marketing freelance work.
|
### Human: Agent: ["Brad O'Neill", 'My passion is helping clients succeed. My philosophy is that the best leaders create a positive, fun culture where teammates feel rewarded when we succeed. I believe that if you are going to do something, do so with passion and positivity, and know and understand the desired outcome. I am skilled at formulating strategic plans and establishing long-term partnerships that result in new business and client satisfaction. Winning teams always include high integrity individuals who work hard and strive to do the right thing every time.', 'Passionate Coach. Competitive Team Player. Love Keeping It Simple. Coffee and Labrador Dog Lover.', 'NextGen Healthcare', '[{"company":"NextGen Healthcare","company_id":"nextgenhealthcareinc","industry":"IT Services and IT Consulting","location":"Atlanta, Georgia, United States","positions":[{"description":"","duration":"Jan 2022 - Present 7 months","duration_short":"7 months","end_date":"Present","start_date":"Jan 2022","subtitle":"NextGen Healthcare","title":"Enterprise Account Director"}],"url":"https://www.linkedin.com/company/nextgenhealthcareinc"},{"company":"Sage","company_id":"sage-software","location":null,"positions":[{"description":"-Direct a team of 5 Business Development Representatives responsible for delivering qualified opportunities to all Sage product lines.-Implemented outbound sales strategy where all Marketing Qualified Leads are responded to within 24 hours and a cadence 0f 4 outbound touches is completed over a 7-10 day period.-Increased outbound closed sales opportunities by 14% year over year. Using a quality vs. quantity approach, 29% of opportunities we passed to sales closed as wins for the company. -Mentored and coached my team to be considered “bench strength” for the next available sales roles. 3 of 5 reps interviewed and were offered opportunities to move up within Sage.-Built highly collaborative relationships with marketing and sales teams to deliver seamless workflow of inquiries to SQO’s.-Notable Accomplishments:128% quota attainment in 2021 fiscal year (10/1-9/30/2021)-Delivered 2 times the quota of Sales Qualified Opportunities with a reduced Marketing budget and FTE’s by implementing a “Make Every Call Count” sales strategy.","duration":"May 2020 Jan 2022 1 year 9 months","duration_short":"1 year 9 months","end_date":"Jan 2022","start_date":"May 2020","subtitle":"Sage","title":"Director Of Business Development US"},{"description":"-Directed a team of 10 professionals responsible for all product and sales training in North America.-Ensured consistent provision of high-level customer service for over 6,000,000 customers worldwide by managing and maintaining quality, accuracy, and process consistency within the sales organization.-Proactively determined areas for process improvement to enhance and guarantee customer satisfaction.-Implemented the “customer obsession” ideology which resulted in companies largest Q1 growth rate in 7 years.-Designed business acumen and sales certification program for all Sage sales colleagues in North America.-Developed curriculum and facilitated training for all sales teams across the United States and Canada, which resulted in obtaining 11% revenue growth year-over-year with profit margin of 28%; average deal size increased by 3%.","duration":"Oct 2016 May 2020 3 years 8 months","duration_short":"3 years 8 months","end_date":"May 2020","start_date":"Oct 2016","subtitle":"Sage","title":"Director of Sales Enablement of North America"}],"url":"https://www.linkedin.com/company/sage-software"},{"company":"Intelliverse","company_id":"intelliverse","location":"Alpharetta, Georgia","positions":[{"description":"-Developed and executed strategic customer retention program companywide.-Handled existing customer base of 125 accounts, while overseeing new business development organization.-Coordinated with sales leadership to identify opportunities to increase sales performance.-Held responsibility in supervising, hiring, and training a Sales Team of 30 Business Development Representatives, while fostering a team culture that focused on efficiency and relationship building that promoted sales success.-Solely planned and implemented all internal training programs and introduced certification process for all sales representatives.-Reported directly to the Chief Executive Officer.Notable Accomplishments:Played a vital role in restructuring customer payment process that encouraged on time payments from 52% to 94%.Successfully implemented a “Customer First” Retention Program that expanded customer base by 25% in two years.Generated annual revenue growth of 14% year-over-year.","duration":"Sep 2013 Oct 2016 3 years 2 months","duration_short":"3 years 2 months","end_date":"Oct 2016","start_date":"Sep 2013","subtitle":"Intelliverse","title":"Director of Sales Operations"}],"url":"https://www.linkedin.com/company/intelliverse"},{"company":"McKesson Health IT","company_id":"mckesson-technology-solutions","location":null,"positions":[{"description":"I managed an incredible team of sales executives that were responsible for generating new business opportunities for our Relay Clinical solutions and Enterprise Intelligence suite of products including Performance Analytics, Visibility, Capacity Planning and Population Management. In our first year, we added over $10 million to our existing funnel including $3 million in closed business.","duration":"May 2013 Apr 2014 1 year","duration_short":"1 year","end_date":"Apr 2014","start_date":"May 2013","subtitle":"McKesson Health IT","title":"Executive Director of Market Strategy"},{"description":"Managed a team of 10 where we were responsible for creating and managing opportunities in the new business market for McKesson. Our focus was on Health Performance Management solutions.","duration":"Aug 2012 May 2013 10 months","duration_short":"10 months","end_date":"May 2013","start_date":"Aug 2012","subtitle":"McKesson Health IT","title":"Sales Manager - Health Solutions Performance Management"},{"description":"•Sold all McKesson Revenue Cycle add-on software, services, and hardware to our existing customer base.•Managed 8 Inside Sales Representatives holding over $19 million in annual sales.•Led weekly team meetings focusing on recognition, team building, training, motivation and revenue growth.•Trained employees on sales methodology and on effective strategies for maximizing quota attainment.•Closely worked with business units to determine sales goals and strategies. •Managed sales opportunities and produce monthly forecasts with 80% accuracy or better.•Developed and maintain effective relationships with internal and external customers.•Participated in the creation and roll out of sales campaigns to drive sales.•Attained or exceed sales goals every year. •Acted as mentor to 3 Sales Associates from the McKesson College Hire Program.","duration":"May 2002 Aug 2012 10 years 4 months","duration_short":"10 years 4 months","end_date":"Aug 2012","start_date":"May 2002","subtitle":"McKesson Health IT","title":"Revenue Cycle Sales Team Lead"}],"url":"https://www.linkedin.com/company/mckesson-technology-solutions"},{"company":"Idealease","company_id":"idealease.com","location":"","positions":[{"description":"•Sold transportation solutions to businesses across the Southeast.•Managed Rental and Service Department consisting of 8 Full-Time Employees.•Closed large accounts including Office Depot and Drug Transportation, Inc.•Attained 142% of quota in 2001. •Sold transportation solutions to businesses across the Southeast.•Managed Rental and Service Department consisting of 8 Full-Time Employees.•Closed large accounts including Office Depot and Drug Transportation, Inc.•Attained 142% of quota in 2001.","duration":"Mar 1999 Mar 2001 2 years 1 month","duration_short":"2 years 1 month","end_date":"Mar 2001","start_date":"Mar 1999","subtitle":"Idealease","title":"Account Executive"}],"url":"https://www.linkedin.com/company/idealease.com"}]', '["Frank Sammon “Brad reported to me while I was at McKesson. Brad is one of the rare type of individuals that is successful in whatever he does. He was successful in his position, successful with customer relationships, and successful in establishing himself as a leader in the organization. His work ethic was outstanding and the results were always there to prove it. Brad not only was successful in the workplace, but devoted his personal time to his wife and his family. I had the privilege of getting to know him at work and to know him outside of work. Brad is the type of employee or leader businesses look for to represent them. I hope we get the opportunity to work together in the future.”","Patricia Talley “Brad it is my pleasure to write a recommendation for Brad O\'Neil. Brad is a very professional, focused, well organized person. I had the pleasure of working side-by-side with Brad and his Market Strategist team. Brad is an involved Manager who empowers, encourages and supports his employees in a very positive manner. He has an open and honest approach and communication style. I would welcome providing more information about Brad and my experience working with him at McKesson.”"]']
User: ['Joseph M Anthony F', 'I am passionate about developing teams and bringing people together to build and promote products. 20 years running businesses, many successes, more opportunities for continued learning.Open to New Opportunities - Consulting, Full-time & Part-timeExpertise: Strategy, Software Sales, Technical Writing, Business Management, User Acquisition, App Monetization, Brand Advertising, Data Analysis, Onboarding / Hiring, Workflow / Process Implementation, M&A/Strategic Partnerships, and Department / Employee Audits and Assessments.', 'Advertising & User/Customer/Voter Acquisition Consultant', 'Run2Play (Fit For All LLC)', '[{"company":"Run2Play (Fit For All LLC)","company_id":"run2play","industry":"Software Development","location":"","positions":[{"description":"","duration":"Jul 2018 - Present 3 years 5 months","duration_short":"3 years 5 months","end_date":"Present","start_date":"Jul 2018","subtitle":"Run2Play (Fit For All LLC)","title":"CEO / Founder"}],"url":"https://www.linkedin.com/company/run2play"},{"company":"AVA Foundation","company_id":"avafoundation","location":"","positions":[{"description":"","duration":"Jan 2019 - Present 2 years 11 months","duration_short":"2 years 11 months","end_date":"Present","start_date":"Jan 2019","subtitle":"AVA Foundation","title":"Director of Growth / Co-Founder"}],"url":"https://www.linkedin.com/company/avafoundation"},{"company":"Innomation, Inc.","company_id":"innomation","location":"","positions":[{"description":"","duration":"Oct 2018 Mar 2020 1 year 6 months","duration_short":"1 year 6 months","end_date":"Mar 2020","start_date":"Oct 2018","subtitle":"Innomation, Inc.","title":"Chief Information Officer"}],"url":"https://www.linkedin.com/company/innomation"},{"company":"Motive","company_id":"motive-interactive","location":"San Diego","positions":[{"description":"Motive Interactive, established in 2003, is a technology driven performance-based ad network that represents brands across all verticals with a core focus on mobile marketing and user acquisition. Motive has been recognized by Inc. Magazine, Entrepreneur Magazine, Deloitte, and San Diego Business Journal as one the fastest growing private companies in the United States. Recently, Motive was named #3 on TUNE’s list of Top 25 Ad Partners. Motive Interactive, established in 2003, is a technology driven performance-based ad network that represents brands across all verticals with a core focus on mobile marketing and user acquisition. Motive has been recognized by Inc. Magazine, Entrepreneur Magazine, Deloitte, and San Diego Business Journal as one the fastest growing private companies in the United States. Recently, Motive was named #3 on TUNE’s list of Top 25 Ad Partners.","duration":"Aug 2016 Dec 2018 2 years 5 months","duration_short":"2 years 5 months","end_date":"Dec 2018","start_date":"Aug 2016","subtitle":"Motive","title":"Head of Video Advertising"}],"url":"https://www.linkedin.com/company/motive-interactive"},{"company":"AerServ","company_id":"aerserv","location":"Irvine, CA","positions":[{"description":"AerServ is a free mobile SSP and monetization platform that empowers mobile publishers with a superior technology platform, supercharges their ad revenue through mobile video, and supports them with unrivaled customer service for a triple-win. AerServ works in alignment with thousands of apps, from premium publishers to independent developers, to optimize their existing ad network revenue through mediation, and tap into aerMarket’s demand inventory to supercharge their earnings. AerServ’s entire platform and infrastructure were built with a publisher-first mentality. Publishers get best-in-class support with hands-on care from integration specialists, account managers, and software engineers. Whether you are looking for a simple way to monetize your mobile inventory or an advanced way to increase revenue, AerServ can get you there easily and efficiently.","duration":"Apr 2015 Aug 2016 1 year 5 months","duration_short":"1 year 5 months","end_date":"Aug 2016","start_date":"Apr 2015","subtitle":"AerServ","title":"Vice President of Business Development - App Monetization"}],"url":"https://www.linkedin.com/company/aerserv"},{"company":"Motive","company_id":"motive-interactive","location":"","positions":[{"description":"Motive Interactive is a known innovator in the mobile advertising industry; we develop and market technologies and services that increase our clients\' ROIs. In addition, Motive Games is specifically tailored to meet the needs of the mobile and online game industry. Whether you are looking to reach casual or hardcore gamers, we have the widespread reach to exceed your expectations. We deliver games that: Play, Pay, and Stay. Motive Interactive is a known innovator in the mobile advertising industry; we develop and market technologies and services that increase our clients\' ROIs. In addition, Motive Games is specifically tailored to meet the needs of the mobile and online game industry. Whether you are looking to reach casual or hardcore gamers, we have the widespread reach to exceed your expectations. We deliver games that: Play, Pay, and Stay.","duration":"Feb 2013 Apr 2015 2 years 3 months","duration_short":"2 years 3 months","end_date":"Apr 2015","start_date":"Feb 2013","subtitle":"Motive","title":"Senior Publisher Development/Media Buyer"}],"url":"https://www.linkedin.com/company/motive-interactive"},{"company":"Legion M Entertainment, Inc.","company_id":"legionmofficial","location":"","positions":[{"description":"","duration":"Jan 2015 Jan 2015 1 month","duration_short":"1 month","end_date":"Jan 2015","start_date":"Jan 2015","subtitle":"Legion M Entertainment, Inc.","title":"Founding Investor"}],"url":"https://www.linkedin.com/company/legionmofficial"},{"company":"California Wild Ales","company_id":"california-wild-ales","location":"Greater San Diego Area","positions":[{"description":"Have you ever tasted a sour this good? I doubt it. Have you ever tasted a sour this good? I doubt it.","duration":"Jan 2015 Jan 2015 1 month","duration_short":"1 month","end_date":"Jan 2015","start_date":"Jan 2015","subtitle":"California Wild Ales","title":"Founding Investor"}],"url":"https://www.linkedin.com/company/california-wild-ales"},{"company":"Kahina Pohaku Foundation","company_id":null,"location":"Molokai, Hi","positions":[{"description":"Hawaiian sacred lands belong to the Hawaiian people. We are creating community and sustainability with traditional Hawaiian cultural values and preserving as much of Hawaii in the process. Hawaiian sacred lands belong to the Hawaiian people. We are creating community and sustainability with traditional Hawaiian cultural values and preserving as much of Hawaii in the process.","duration":"Jan 2015 Jan 2015 1 month","duration_short":"1 month","end_date":"Jan 2015","start_date":"Jan 2015","subtitle":"Kahina Pohaku Foundation","title":"Director"}],"url":""},{"company":"Julie Six","company_id":"julie-six","location":"Greater San Diego Area","positions":[{"description":"Julie Six is more than just a video production studio. We tailor our services to your needs whether it be networking, online marketing, social media marketing, web design, app development, social integration, etc.We provide a wide variety of services and work hard for you throughout the entire project by communicating effectively, setting deadlines, and being up front with timelines and costs. Our costs vary substantially depending on service(s) requested, so submit a quote request and we will get back to you with as much information as we can provide at the time. We look forward to working with you.Promotion : Social Networking, Search Engine Optimization, Advertisements, Promo Packets, Mailing Lists.Photography: Modeling, Products, Editing, Portrait, Special Events.Graphic Design: 2D and 3D Logos, Animated Logos, Catalog Designs, Advertisements (Billboard | Print), Banners, Posters, Business Cards, Brochure Design, Flyers, Coupons.Web Design: Custom Designs, Social Integration, Mobile Sites, Wordpress, Mobile Sites, IPad/IPhone Sites, Site Analytics, HTML5 | CSS | PHP, Copywriting, Video ContentBranding: Tagline Development, Slogan Development, Market Research, Copyrighting, ConsultingAudio + Video: Editing, Video Walk-throughs, Scores, Jingles, AdvertisementsOur MissionTo always provide our clients with quality work we are proud of on budget and on schedule. We take our commitment to our clients very seriously and only take on projects that we have the skills and confidence to complete. We strive to always put our clients needs first and communicate effectively in order to achieve the best results possible.","duration":"Aug 2009 Aug 2014 5 years 1 month","duration_short":"5 years 1 month","end_date":"Aug 2014","start_date":"Aug 2009","subtitle":"Julie Six","title":"Founder"}],"url":"https://www.linkedin.com/company/julie-six"},{"company":"United States Air Force","company_id":"united-states-air-force","location":"Monterey","positions":[{"description":"Intelligence comes in many forms from around the world, and often it\'s in a foreign language. As a Cryptologic Linguist, you become proficient in Chinese in order to receive, record, translate, evaluate and report your findings. Working in this field requires a security clearance so you won\'t be able to talk about what you do every day but know that your efforts go a long way in helping the Air Force fulfill its mission.Career Tasks Operate voice communications equipment Conduct frequency search missions Assist in operation of direction-finding equipment, transcribe recorded voice communications signals and analyze transcripts of voice communications signals","duration":"Mar 2007 Mar 2011 4 years 1 month","duration_short":"4 years 1 month","end_date":"Mar 2011","start_date":"Mar 2007","subtitle":"United States Air Force","title":"Mandarin Cryptologic Linguist"}],"url":"https://www.linkedin.com/company/united-states-air-force"},{"company":"AJ\'s Comics","company_id":null,"location":"Colchester, CT, USA","positions":[{"description":"AJ\'s Comics is a comic book store in the town of Colchester, CT. We sell comic books on a subscription basis at a discounted rate as well as off the rack for the cover price. We also stock a large collection of Graphic Novels, Manga, and Back Issues. We are the fourth Comic book store to open in Colchester, CT, but the only one to survive. Going on our 17th year of business, we outlived all the other stores combined. Come visit and see what makes us different.I opened AJ\'s Comics with my Father when I was fifteen years old and it is still open today. I learned more about business, opening one, than I ever learned from school. We sold in 2017.","duration":"Dec 2001 2011 10 years","duration_short":"10 years","end_date":"2011","start_date":"Dec 2001","subtitle":"AJ\'s Comics","title":"Owner / Manager"}],"url":""},{"company":"Creative Computer Solutions","company_id":null,"location":"","positions":[{"description":"Creative Computer Solutions is a design studio which creates 3D Scenes for use in Television, Advertising, Promotion, etc. We developed a children\'s exercise video, Monkeydoos, during the majority of my tenure with the company. We also worked on more than a dozen television commercials as well as 3D models, 2D logos, and web design.The skills I gained from my employment were:Motion Design, 3D Modelling/Surfacing/Lighting, Video Recording, After Effects, Lightwave 3D, Photoshop, Premiere, Dreamweaver.I also benefited from my previous obsession with HTML and web design that started before I entered my teens.","duration":"Feb 2003 Aug 2006 3 years 7 months","duration_short":"3 years 7 months","end_date":"Aug 2006","start_date":"Feb 2003","subtitle":"Creative Computer Solutions","title":"3D Designer"}],"url":""}]', '["Paul Schmit “Joseph is a smart, hard-working and dedicated individual. He\'s always had an entrepreneurial mindset and is looking to make a positive impact on this world. I\'ve known Joseph for over 6 years and can say that when he puts his mind to something, he will succeed. ”","Sam Hakim “Joseph is one of the good guys, at true professional and it shows in the quality of his care. When it comes business this guy just gets it! ”"]']### Assistant: The agent's job is to establish long-term partnerships and formulate strategic plans, while the user is reaching out to the agent because they need assistance with user/customer/voter acquisition and advertising strategies.
|
### Human: Agent: ['Sagar Amin', 'Key values that I live by: Testing of applications (Web/Desktop/Mobile/IoT Devices), Test Automation, Agile, Scrum, CI/CD, Software Delivery, Coaching and Continuous Learning. Want to know more. Contact me and have a conversation to understand how I am passionate about enabling quality throughout the software development life cycle. Enabling teams and engineers with the power of testing through testing, test automation, helping define and shape good user stories from the beginning, unit test coverage and more! Able to see not only the testing phase but the higher deliverable to ensure products get delivered.', 'Delivery Coordinator at Trility Consulting', 'Trility Consulting', '[{"company":"Trility Consulting","company_id":"trility-consulting","industry":"Business Consulting and Services","location":"","positions":[{"description":"","duration":"Dec 2021 - Present 2 months","duration_short":"2 months","end_date":"Present","start_date":"Dec 2021","subtitle":"Trility Consulting","title":"Delivery Coordinator"}],"url":"https://www.linkedin.com/company/trility-consulting"}]', '["Ricardo Silva “Sagar is an amazing professional and person and he brings a lot of value to the team, a real MVP. Sagar understands that QA is not only about tests, so he helped us to improve our agile process in order to develop better deliverables. Was an honor to work with him and I hope that we work together again in the future!”","James Bean “Sagar drove the development team to new heights in his role at CarLabs, and he spearheaded new processes that made it easier not just for me and my team to get work done, but the entire company. Accessible, dedicated, and always willing to share knowledge, Sagar would be a gift to any company looking to hire him. ”"]']
User: ['Daniel S.', 'Email: yiwork01@gmail.com', 'Engineer, Pilot', 'Apple', '[{"company":"Apple","company_id":"apple","industry":"Consumer Electronics","location":"Cupertino, California, United States","positions":[{"description":"","duration":"2020 - Present 1 year","duration_short":"1 year","end_date":"Present","start_date":"2020","subtitle":"Apple","title":"Software Engineer"}],"url":"https://www.linkedin.com/company/apple"},{"company":"CryptoMove","company_id":"cryptomove","location":"San Francisco Bay Area","positions":[{"description":"","duration":"Mar 2019 2020 1 year","duration_short":"1 year","end_date":"2020","start_date":"Mar 2019","subtitle":"CryptoMove","title":"Software Engineer"}],"url":"https://www.linkedin.com/company/cryptomove"},{"company":"AirDeck Technologies US, Inc.","company_id":"airdec-ktech","location":"San Jose","positions":[{"description":"","duration":"Jul 2017 Feb 2019 1 year 8 months","duration_short":"1 year 8 months","end_date":"Feb 2019","start_date":"Jul 2017","subtitle":"AirDeck Technologies US, Inc.","title":"Founding Software Engineer - full stack"}],"url":"https://www.linkedin.com/company/airdec-ktech"},{"company":"Trusiness LLC","company_id":null,"location":"San Jose","positions":[{"description":"","duration":"May 2016 May 2017 1 year 1 month","duration_short":"1 year 1 month","end_date":"May 2017","start_date":"May 2016","subtitle":"Trusiness LLC","title":"Founding Full Stack Engineer"}],"url":""},{"company":"University of Arizona","company_id":"uarizona","location":"Tucson, Arizona Area","positions":[{"description":"• Researched in Named Data networking; Future Internet architecture ( http://named-data.net/) • Researched in Named Data networking; Future Internet architecture ( http://named-data.net/)","duration":"May 2015 Jul 2015 3 months","duration_short":"3 months","end_date":"Jul 2015","start_date":"May 2015","subtitle":"University of Arizona","title":"Assistant Research"}],"url":"https://www.linkedin.com/company/uarizona"}]', '["Rakesh Kandibanda “It was my pleasure working with Daniel. He has great innovative ideas and knows how to make these ideas happen into reality part of the product. He is strong in algorithms design and data structures. He pays attention to minute details and always willing to get things done the best possible way. We worked together on creating a fully functional private cloud product during which he never compromised on quality and delivered the feature set on time with lot of innovation part of the design. Always willing to go extra mile and deliver the best design and product. Daniel always keeps himself up to date on latest technologies and frameworks and willing to apply right tools to the right problems at hand. I highly reccomend him.”","Shaun Au “Daniel is a gifted software engineer with a passion for new technology and new tools. He thrives on discovering creative solutions for complex front end and back end engineering challenges. He’s also a detail oriented developer with keen eyes for frictionless user experience. He is also a solid team player who loves to participate in design sprints and delivers in an agile environment. Daniel is a valuable asset to any product development team. ”"]']### Assistant: The agent's job is to provide coaching and enable quality throughout the software development life cycle, and today the user is reaching out to the agent because they need guidance on improving their agile process and developing better deliverables.
|
### Human: Agent: ['Thomas Belden', 'I work with various back office Operations departments to help them understand their risk environment and identify and mitigate risks through effective control creation and maintenance.', 'Senior Analyst, Operations Risk Management', 'Raymond James Financial Inc.', '[{"company":"Raymond James Financial Inc.","company_id":"raymond-james-financial-inc-","industry":"Financial Services","location":"St. Petersburg","positions":[{"description":"Support numerous Operations departments identify and mitigate risks through effective process gap analysis and control development, Support numerous Operations departments identify and mitigate risks through effective process gap analysis and control development,","duration":"Sep 2012 - Present 9 years 4 months","duration_short":"9 years 4 months","end_date":"Present","start_date":"Sep 2012","subtitle":"Raymond James Financial Inc.","title":"Senior Operations Risk and Control Analyst"}],"url":"https://www.linkedin.com/company/raymond-james-financial-inc-"},{"company":"BankUnited","company_id":"bankunited","location":"Clearwater FL","positions":[{"description":"Expanded on my experience with Wachovia by continuing to help area business grow and improve. I and BankUnited proactively search for loan opportunities in the Tampa Bay market. I continue to be able to offer competitive loan and line products to help local business compete in a difficult environment. I still offer retirement and income solutions to my clientele, using bank CD\'s, mutual funds, annuities among other alternatives. Expanded on my experience with Wachovia by continuing to help area business grow and improve. I and BankUnited proactively search for loan opportunities in the Tampa Bay market. I continue to be able to offer competitive loan and line products to help local business compete in a difficult environment. I still offer retirement and income solutions to my clientele, using bank CD\'s, mutual funds, annuities among other alternatives.","duration":"Oct 2010 Sep 2012 2 years","duration_short":"2 years","end_date":"Sep 2012","start_date":"Oct 2010","subtitle":"BankUnited","title":"Relationship Banker"}],"url":"https://www.linkedin.com/company/bankunited"},{"company":"Wachovia, A Wells Fargo Company","company_id":"wellsfargo","location":"Tampa/St. Petersburg, Florida Area","positions":[{"description":"Personal Banker, product/portfolio management. Consumer and small business lending (loans/lines of credit). Helped my business customers improve and grow there business by providing capital and smoothing out cash flow. Retirement planning using bank CD\'s, mutual funds, and annuities providing solid returns while experiencing very low risk. Personal Banker, product/portfolio management. Consumer and small business lending (loans/lines of credit). Helped my business customers improve and grow there business by providing capital and smoothing out cash flow. Retirement planning using bank CD\'s, mutual funds, and annuities providing solid returns while experiencing very low risk.","duration":"2007 2011 4 years","duration_short":"4 years","end_date":"2011","start_date":"2007","subtitle":"Wachovia, A Wells Fargo Company","title":"Financial Specialist"}],"url":"https://www.linkedin.com/company/wellsfargo"},{"company":"Mutual of Omaha","company_id":"mutual-of-omaha","location":"Buffalo/Niagara, New York Area","positions":[{"description":"Agent/District Sales Manager, responsible for life, health, and disability sales and retirement planning. Also, responsible for new agent sales training, product knowledge, and mentoring programs. Agent/District Sales Manager, responsible for life, health, and disability sales and retirement planning. Also, responsible for new agent sales training, product knowledge, and mentoring programs.","duration":"2003 2007 4 years","duration_short":"4 years","end_date":"2007","start_date":"2003","subtitle":"Mutual of Omaha","title":"DSMI"}],"url":"https://www.linkedin.com/company/mutual-of-omaha"}]', '["John Wilson “I have known Tom for a while now and we have many one on one conversations. Tom knows the banking business. He is alway\'s trying to help people with bank issues and get results. I would recommend Tom to anyone.”","Ray Harrington, CPP “Tom has been a very important business partner as we have created a business alliance. Tom is a pleasure to work with as well as very professional. He has a great business attitude and he would take care of you business banking needs. You will not go wrong with Tom for all your business banking needs.”"]']
User: ['Avery Scott', 'I am an eager and hardworking technical support/customer service professional.', 'Customer Support', 'Self employed', '[{"company":"Self employed","company_id":null,"location":"","positions":[{"description":"","duration":"Oct 2011 - Present 9 years 11 months","duration_short":"9 years 11 months","end_date":"Present","start_date":"Oct 2011","subtitle":"Self employed","title":"Retired"}],"url":""},{"company":"Ocwen Financial Corporation","company_id":"ocwen-financial-corporation","location":"Orlando, Florida Area","positions":[{"description":"Responding to Mortgage Brokers, Appraisers, Inspectors, Title Companies, Home Owners Associations, Buyer\'s and Listing Agents, Asset Managers and Local Vendors regarding turning on electricity, water, and gas, making sure all appliances are in working condition for Ocwen’s, nationally foreclosed properties via, Internet, phone and fax. Ensure all code violations and liens are satisfied. Produce Articles of Incorporation, Trustee Deeds upon Sales, Certificate of Title and Listing Agreements when needed. Initiating request for deposits to turn on utilities with Accounts Payable. Shipping deposits next day via UPS, Express Mail and Regular Mail. Coordinate with local vendors regarding electrical, plumbing or gas repairs. Making sure inspections with the County and City is complete and satisfied.","duration":"Apr 2009 Oct 2011 2 years 7 months","duration_short":"2 years 7 months","end_date":"Oct 2011","start_date":"Apr 2009","subtitle":"Ocwen Financial Corporation","title":"Customer Service Rep"}],"url":"https://www.linkedin.com/company/ocwen-financial-corporation"},{"company":"eNeighborhoods","company_id":"eneighborhoods","location":"Boca Raton, FL","positions":[{"description":"Responding to Real Estate Professionals via phone, fax, mail, email or webmail. Resolving problems with eNeighborhoods and WyldFyre Software. Answer questions regarding services and billing. Diagnosing, isolating, and implementing remedies for system failures caused by errors in software code, using software system tools and resources available. Perform software testing to ensure proper functionality before updates was available to download. When appropriate escalate urgent problems to the appropriate party(s), and creating an in-depth case numbers in Track-It database. Followed up on service inquiries to ensure customers are satisfied with quality of service provided. Respond to and resolve complaints and concerns.Assisting subscribers with importing data from Multiple Listing Services all over the US and Canada. Assisting subscribers with creating documents such as Comparable Market Analysis, Listing Presentations, Open House Brochures, Flyers, Direct Mail and Email Campaigns, Maps or any other marketing material. Troubleshooting eNeighborhoods and RE/MAX websites. Conducted online web based training classes twice a day using “Go To Meeting.\\" Finding solution to problems with the least amount of resistances. Very detailed oriented. High level of written and oral communication skills. Excellent troubleshooting and logical problem solving skills.","duration":"Nov 2003 Dec 2008 5 years 2 months","duration_short":"5 years 2 months","end_date":"Dec 2008","start_date":"Nov 2003","subtitle":"eNeighborhoods","title":"Technical Support, Trainer"}],"url":"https://www.linkedin.com/company/eneighborhoods"},{"company":"Sensormatic","company_id":"sensormatic","location":"Boca Raton, FL","positions":[{"description":"Providing technical assistance and customer service for Sensormatic Electronics Corp. Customer Response Center. Receives service request via phone, facsimile or email from major Corporations such as Home Depot, Wal-Mart, Kmart, Sears, etc. Resolved issues with surveillance, self-check-out lanes, deactivators, power detachers, hand detachers and anti-theft system irregularities. Supported loss prevention personnel on the telephone while updating each call in database. Dispatching on-site service if unable to resolve telephonically. Handling irate and difficult customers in a professional and courteous manner.","duration":"Oct 2002 Nov 2003 1 year 2 months","duration_short":"1 year 2 months","end_date":"Nov 2003","start_date":"Oct 2002","subtitle":"Sensormatic","title":"Customer Service Rep."}],"url":"https://www.linkedin.com/company/sensormatic"},{"company":"The Answer Group (TAG)","company_id":"the-answer-group-tag-","location":"Fort Lauderdale, FL","positions":[{"description":"Providing technical assistance for Compaq Computer Corporation; Presario Consumer line of computers. Determined whether issues is a driver, software, hardware or system settings. Supporting customers on the telephone while updating each call in database.Worked with all Microsoft operating systems, restoring, and upgrading, reestablishing internet connectivity, and shared resources over a network. Worked with workgroups, domains, and LANs, configured TCP/IP, DNS, DHCP, routing and other networking services. Proficient in Microsoft Office 2010.","duration":"Mar 2001 Oct 2002 1 year 8 months","duration_short":"1 year 8 months","end_date":"Oct 2002","start_date":"Mar 2001","subtitle":"The Answer Group (TAG)","title":"Technical Support Engineer"}],"url":"https://www.linkedin.com/company/the-answer-group-tag-"},{"company":"High Security Alarms, Inc","company_id":null,"location":"","positions":[{"description":"Installed and serviced Burglar and Fire Alarms, Access Control, Surveillance, Intercom, Elevator Recall and Telephone Entry Systems, Swing, Slide and Barrier Gate operators. Performed annual fire inspections in commercial businesses.Trained end-users on using the software, managing and updated all user information, access permissions, and access codes in database.","duration":"Jun 1995 Jan 2000 4 years 8 months","duration_short":"4 years 8 months","end_date":"Jan 2000","start_date":"Jun 1995","subtitle":"High Security Alarms, Inc","title":"Electronic Security Technician"}],"url":""}]', '["“Avery is great at providing Customer Service and was always able to handle any issue or question that would come up. I would highly recommend him for the position.”","“I had the pleasure of working with Avery for several years. He displayed great dedication, reliability and attention to our customers. His extreme responsiveness to our customer needs while being able to manage their expectations along with his solid work ethic will make him a valuable addition to any organization.”"]']### Assistant: The agent's job is to work with various back office Operations departments to help them understand their risk environment and identify and mitigate risks through effective control creation and maintenance. Today, the user is reaching out to the agent because they need assistance with resolving issues related to mortgage processes and code violations.
|
### Human: Agent: ['Michelle Steinbeck', "I believe success is measured in how many people you help and by how much you’ve learned. After spending a few decades with some great companies, I've entered the healthcare field to work with a team who supports our patients. Translating my experience outside of healthcare to those inside has proved so rewarding and expanded my breadth of experience. Keirsey's temperament sorter defines me as a Field Marshal (eNTj). My type exists in less than 2% of the population so some have a hard time understanding what makes me tick while I realize it's just the heart of who I am. I’ve learned to keenly appreciate each individual and their contribution. My strengths as defined through Gallup’s Strength Finder are: Achiever Command Individualization Self-Assurance Strategic I appreciate the insights through assessments of how people can be categorized. One's character and personality are so much more than a definition. I feel I've lived long enough to know that it takes all kinds to make things work. If you need help aligning your key team members with your company’s goals let talk and see what can be done. MSteinbeckCoaching@gmail.com 402-203-9247", 'Igniting Passion within People, Delivering Results', 'DaVita Kidney Care', '[{"company":"DaVita Kidney Care","company_id":"davita","industry":"Hospital & Health Care","location":"Omaha, NE","positions":[{"description":"","duration":"Apr 2017 - Present 4 years 8 months","duration_short":"4 years 8 months","end_date":"Present","start_date":"Apr 2017","subtitle":"DaVita Kidney Care","title":"Facility Administrator"}],"url":"https://www.linkedin.com/company/davita"},{"company":"Michelle Steinbeck Coaching","company_id":null,"location":"Greater Omaha Area","positions":[{"description":"I help small to medium business leaders to create engagement with their teams. Often the middle management support is absent from a growing business and I can help bridge that gap without adding additional staff or levels to the organization. I work with teams as well as individuals. Let me know what challenges you face and we\'ll get your team engaged and on track.MSteinbeckCoaching@gmail.com I help small to medium business leaders to create engagement with their teams. Often the middle management support is absent from a growing business and I can help bridge that gap without adding additional staff or levels to the organization. I work with teams as well as individuals. Let me know what challenges you face and we\'ll get your team engaged and on track.MSteinbeckCoaching@gmail.com","duration":"Jan 2016 - Present 5 years 11 months","duration_short":"5 years 11 months","end_date":"Present","start_date":"Jan 2016","subtitle":"Michelle Steinbeck Coaching","title":"Coach & Founder"}],"url":""},{"company":"Inflection","company_id":"inflection","location":"Greater Omaha Area","positions":[{"description":"In the 7 years I lead the Omaha office through three stages; rapid growth, an optimization period and then to sustainable leadership. Organizing the chaos of a start-up into a focused force of support for an innovative product team is a prized accomplishment. I joined Inflection early and built the Omaha office to be home to the support and back office teams. As the leader I was a generalist initially responsible for facility selection, build out, safety, and vendor coordination for all operational needs. I established the Omaha culture to follow our California office through recruiting, hiring, on boarding, training along with team development and motivation. I worked with the IT department in California in administrating our systems, work station set up, server room build out, phone systems selection and installation and configuration. Over time the ‘I’ grew to a team of ‘we’ who were able to sustain high standards or quality measured by a variety of KPIs. My legacy lives in a rich history along with a team of innovators who continues to move the service team to meeting the challenges ahead.Inflection.com, Inc was formerly People Search Media LLC","duration":"Sep 2008 Dec 2015 7 years 4 months","duration_short":"7 years 4 months","end_date":"Dec 2015","start_date":"Sep 2008","subtitle":"Inflection","title":"VP, Member Services"}],"url":"https://www.linkedin.com/company/inflection"},{"company":"Alegent Health Lakeside Wellness","company_id":"chi-health","location":"Greater Omaha Area","positions":[{"description":"As a licensed Body Training Systems (BTS) instructor for Group Power (2005) and Group Active (2007) and recently Group Centergy (2008) I execute their quarterly programs for the benefit of the members with safety, fitness and entertainment in mind. For the Water I develop and execute both deep water programs and shallow water exercises in a Group Fitness environment. As a licensed Body Training Systems (BTS) instructor for Group Power (2005) and Group Active (2007) and recently Group Centergy (2008) I execute their quarterly programs for the benefit of the members with safety, fitness and entertainment in mind. For the Water I develop and execute both deep water programs and shallow water exercises in a Group Fitness environment.","duration":"Jun 2005 Aug 2010 5 years 3 months","duration_short":"5 years 3 months","end_date":"Aug 2010","start_date":"Jun 2005","subtitle":"Alegent Health Lakeside Wellness","title":"Exercise Instructor"}],"url":"https://www.linkedin.com/company/chi-health"},{"company":"LinkedIn","company_id":"linkedin","location":"Omaha, NE Office","positions":[{"description":"The objective is to make every LinkedIn Member\'s experience the best by providing support and service to assist member\'s with utilizing all the features to their maximum potential, providing a secure space for professionals to network, enabling top of the line recruiting opportunites for recruiter and the potential candidate and allowing a trusted interchange of answers, recommendations and communication for our members. My role was to provide the leadership and guidance to support the top notch team of specialist who interact with our members and ensure they are empowered with the knowledge and tools to do all they can to make each member\'s experience a delight.I worked to improve the member\'s experience with superior staffing and Customer Service tools like a incident management system for the member\'s concerns and a multilingual knowlege base.","duration":"Jul 2007 Jun 2008 1 year","duration_short":"1 year","end_date":"Jun 2008","start_date":"Jul 2007","subtitle":"LinkedIn","title":"Senior Manager - Customer Service"}],"url":"https://www.linkedin.com/company/linkedin"},{"company":"West Corporation","company_id":"west-corporation","location":"Greater Omaha Area","positions":[{"description":"Creating, Enhancing and Supporting products to serve outsourced customer needs. Products are hosted on West premise and are typically web enabled requiring no hardware or maintenance on the customer\'s behalf.I held positions working with Live Agent in dedicated and shared groups, working with IVR programming including DTMF as well as speech applications, and working to create the ultimate environment for home agents to thrive. Creating, Enhancing and Supporting products to serve outsourced customer needs. Products are hosted on West premise and are typically web enabled requiring no hardware or maintenance on the customer\'s behalf.I held positions working with Live Agent in dedicated and shared groups, working with IVR programming including DTMF as well as speech applications, and working to create the ultimate environment for home agents to thrive.","duration":"Jun 1998 Jul 2007 9 years 2 months","duration_short":"9 years 2 months","end_date":"Jul 2007","start_date":"Jun 1998","subtitle":"West Corporation","title":"Product Manager"}],"url":"https://www.linkedin.com/company/west-corporation"},{"company":"Pinnacle Group Associates","company_id":null,"location":"Greater Omaha Area","positions":[{"description":"General IS Support for a top relocation company located in four regional offices across the United States. Provided desktop support, computer upgrades (hardware and software), techincal support to staff, phone system management, software support and network support. General IS Support for a top relocation company located in four regional offices across the United States. Provided desktop support, computer upgrades (hardware and software), techincal support to staff, phone system management, software support and network support.","duration":"1994 1998 4 years","duration_short":"4 years","end_date":"1998","start_date":"1994","subtitle":"Pinnacle Group Associates","title":"Tech Support Specialist"}],"url":""},{"company":"ITI Marketing Services","company_id":null,"location":"Greater Omaha Area","positions":[{"description":"Responsible for Invoicing of clients both Inbound and Outbound Teleservices. Responsible for Invoicing of clients both Inbound and Outbound Teleservices.","duration":"1993 1996 3 years","duration_short":"3 years","end_date":"1996","start_date":"1993","subtitle":"ITI Marketing Services","title":"Manager, Production Accounting"}],"url":""}]', '["Rick Fromme “Michelle Steinbeck is an outstanding business and life coach. Our business currently employs about 30 professionals. Our challenge has always been to get everyone on the same page with a common global mission for our organization and all of our employees. Michelle\'s system has helped connect those dots. Michelle came in and interviewed our key employees to assess their behaviors, attributes and attitudes in a confidential manner for each key employee. This was important for us in that she was able to uncover attributes that would not have been apparent without her services and our employees became more motivated because of it. Her one on one coaching and advice helped our employees become more cognizant of their best attributes resulting in a higher level of employee initiative and performance. Thank you Michelle Steinbeck!”","Matthew Monahan “Michelle was an instrumental executive team member at Inflection during her 7+ year tenure at the company. She started our Member Services office in Omaha from scratch, growing it to over 50 agents with 7 days a week support across phones/emails/chat, plus she built out an excellent management and leadership team across key functions including ops and HR/recruiting. Michelle has great intuition and adaptability, and was always a passionate and loyal advocate for the company\'s best interests, including the well-being and development of every team member. She is a lifelong student, consistently seeking to improve her skills and stay current with the changing technology landscape. We were incredibly lucky to find Michelle when we were just a naive bootstrapped startup with the simple goal of opening a customer service office outside Silicon Valley. I\'m really grateful for everything she contributed to the company - both seen and unseen - and look forward to seeing what she will create next in her accomplished career.”"]']
User: ['Mike Truax', 'Mid-manager with 10 years management experience.Career orientedSpecialties: Strong Electronics and Optics BackgroundLeadershipTraining and instruction (Formal and on the job)', 'Production Line Lead', 'Healthcare AZ', '[{"company":"Healthcare AZ","company_id":null,"location":"Goodyear, Arizona, United States","positions":[{"description":"","duration":"Mar 2021 - Present 7 months","duration_short":"7 months","end_date":"Present","start_date":"Mar 2021","subtitle":"Healthcare AZ","title":"Production Line Lead"}],"url":""},{"company":"KBR, Inc.","company_id":"kbr-inc","location":"United States","positions":[{"description":"","duration":"Nov 2020 Mar 2021 5 months","duration_short":"5 months","end_date":"Mar 2021","start_date":"Nov 2020","subtitle":"KBR, Inc.","title":"Maintenance Mechanic, Electrical Controls Lead"}],"url":"https://www.linkedin.com/company/kbr-inc"},{"company":"Tokyo Electron America, Inc.","company_id":"tokyo-electron-america-inc.","location":"Chandler, Arizona","positions":[{"description":"","duration":"Oct 2019 Nov 2020 1 year 2 months","duration_short":"1 year 2 months","end_date":"Nov 2020","start_date":"Oct 2019","subtitle":"Tokyo Electron America, Inc.","title":"Field Service Engineer/Start-up Engineer"}],"url":"https://www.linkedin.com/company/tokyo-electron-america-inc."},{"company":"GE Renewable Energy","company_id":"gerenewableenergy","location":"Phoenix, Arizona Area","positions":[{"description":"","duration":"Feb 2019 Oct 2019 9 months","duration_short":"9 months","end_date":"Oct 2019","start_date":"Feb 2019","subtitle":"GE Renewable Energy","title":"Electro Mechanical Technician"}],"url":"https://www.linkedin.com/company/gerenewableenergy"},{"company":"Siemens","company_id":"siemens","location":"","positions":[{"description":"","duration":"Sep 2017 Feb 2019 1 year 6 months","duration_short":"1 year 6 months","end_date":"Feb 2019","start_date":"Sep 2017","subtitle":"Siemens","title":"Field Service Mechanic/Team Lead"}],"url":"https://www.linkedin.com/company/siemens"},{"company":"Compound Photonics","company_id":"compound-photonics","location":"Phoenix, Arizona","positions":[{"description":"","duration":"Nov 2014 May 2017 2 years 7 months","duration_short":"2 years 7 months","end_date":"May 2017","start_date":"Nov 2014","subtitle":"Compound Photonics","title":"Project Coordinator/Engineering Technician"}],"url":"https://www.linkedin.com/company/compound-photonics"},{"company":"Melles Griot","company_id":"melles-griot","location":"Carlsbad, CA","positions":[{"description":"","duration":"May 2011 Nov 2014 3 years 7 months","duration_short":"3 years 7 months","end_date":"Nov 2014","start_date":"May 2011","subtitle":"Melles Griot","title":"Production Line Lead"}],"url":"https://www.linkedin.com/company/melles-griot"},{"company":"Cymer","company_id":"cymer","location":"Rancho Bernardo, CA","positions":[{"description":"","duration":"May 2010 May 2011 1 year 1 month","duration_short":"1 year 1 month","end_date":"May 2011","start_date":"May 2010","subtitle":"Cymer","title":"Optics Production Tech 2"}],"url":"https://www.linkedin.com/company/cymer"},{"company":"US Navy","company_id":"us-navy","location":"","positions":[{"description":"Management, Project Management, Operations Management Management, Project Management, Operations Management","duration":"Jun 1991 Apr 2010 18 years 11 months","duration_short":"18 years 11 months","end_date":"Apr 2010","start_date":"Jun 1991","subtitle":"US Navy","title":"Cryptologic Technician (Technical) Chief CTTC"}],"url":"https://www.linkedin.com/company/us-navy"},{"company":"BEI Electronics","company_id":"bei-electronics","location":"Franksville, WI","positions":[{"description":"","duration":"Mar 2000 May 2001 1 year 3 months","duration_short":"1 year 3 months","end_date":"May 2001","start_date":"Mar 2000","subtitle":"BEI Electronics","title":"Electronic Test and Repair Technician"}],"url":"https://www.linkedin.com/company/bei-electronics"}]', '["Rick Portugal “I worked with Larry for about a year in Cymer\'s Optics dept. He has a good technical aptitude and is a quick learner when given the opportunity. He takes the quality of his work very seriously while at the same time he has a good sense of humor. Definitely a great guy to have on a team.”","Stuart Jurist “Larry is definitely a \\"get-it-done\\" kind of guy. Learns quickly, applies himself to his work diligently. This, combined with his sense of humor and ability to get along well with others, makes him nice to have on the team.”"]']### Assistant: The agent's job is to provide business coaching and support to small to medium-sized companies, and today the agent is reaching out to the user because they need to discuss aligning key team members with the company's goals and enhancing employee engagement.
|
### Human: Agent: ['Victoria Swider', 'Organized supply chain professional skilled in assessing client needs and cultivatingcompelling solutions. Well-trained decision-maker with focused attention on detail anddrive to manage order flows with expert precision.', 'Supply Chain Compliance Specialist at Caleres, Inc.', 'Caleres, Inc.', '[{"company":"Caleres, Inc.","company_id":"caleres","industry":"Apparel & Fashion","location":"Clayton, Missouri, United States","positions":[{"description":"","duration":"Sep 2021 - Present 2 months","duration_short":"2 months","end_date":"Present","start_date":"Sep 2021","subtitle":"Caleres, Inc.","title":"Supply Chain Compliance Specialist"}],"url":"https://www.linkedin.com/company/caleres"},{"company":"Edgewell Personal Care","company_id":"edgewell-personal-care","location":"Chesterfield, MO","positions":[{"description":"• Handle day-to-day SAP order management activities pertaining to complexnational trade of consumer goods including iconic brands such as Banana Boat andHawaiian Tropic sunscreen.• Carry out excellent cross-functional working relationship with multiple businessunits such as sales, transportation, and inventory management to ensure successfulcustomer relationships.• Analyze customer accounts to improve performance metrics for both Edgewell andthe customer.• Built supplier relationships to mitigate risk and establish effective purchasingarrangements with Fortune 500 customers.","duration":"Jul 2016 Aug 2021 5 years 2 months","duration_short":"5 years 2 months","end_date":"Aug 2021","start_date":"Jul 2016","subtitle":"Edgewell Personal Care","title":"Customer Account Analyst"}],"url":"https://www.linkedin.com/company/edgewell-personal-care"},{"company":"Victor Technologies International, Inc.","company_id":"victor-technologies-international-inc","location":"Greater St. Louis Area","positions":[{"description":"• Managed large data base via Excel, utilizing advanced algorithms and formulas tomaintain integrity of data.• Spearheaded the effort of Victor Technologies to launch as a vendor with Amazon.• Accurately updated display product literature for Victor Technologies’ 8 brands. • Managed large data base via Excel, utilizing advanced algorithms and formulas tomaintain integrity of data.• Spearheaded the effort of Victor Technologies to launch as a vendor with Amazon.• Accurately updated display product literature for Victor Technologies’ 8 brands.","duration":"Feb 2016 Jul 2016 6 months","duration_short":"6 months","end_date":"Jul 2016","start_date":"Feb 2016","subtitle":"Victor Technologies International, Inc.","title":"Brand Marketing Specialist"}],"url":"https://www.linkedin.com/company/victor-technologies-international-inc"},{"company":"Flexdex Skateboards","company_id":"flexdex-skateboards","location":"Niagara Falls NY","positions":[{"description":"• Aligned consistent brand messaging and visual designs across all social mediaplatforms.• Supported end-to-end production needs for building, packaging, and shipping.• Responsible for following internal controls related to import/export compliance. • Aligned consistent brand messaging and visual designs across all social mediaplatforms.• Supported end-to-end production needs for building, packaging, and shipping.• Responsible for following internal controls related to import/export compliance.","duration":"May 2015 Jan 2016 9 months","duration_short":"9 months","end_date":"Jan 2016","start_date":"May 2015","subtitle":"Flexdex Skateboards","title":"Business Operations Intern"}],"url":"https://www.linkedin.com/company/flexdex-skateboards"}]', '["Allison Jensen “Victoria is fantastic to work with. Whenever I need photos taken or edited so I can use them on Flexdex\'s social media sites, she consistently delivers high quality, creative work. She was a huge asset in updating the company website and creating a product catalog, and our company has benefited tremendously from having her on board. ”","Lauren Mattia “Victoria is very hard worker and a go-getter. She\'s very committed to her work as a volunteer and to her teammates. I\' sure she will be terrific in any position with her positive attitude and commitment to excellence. ”"]']
User: ['Eva Nelson', 'Strategically Driven Communication Design.Specialties: Brand Strategy, Branding, Creative Direction, Advertising, Identity Design, Art Direction, Package Design, Print Collateral, Retail Promotion, Environmental Graphics, Creative Team Management.', 'Graphic Design, Art Direction, Creative Direction, Brand Strategy, Creative Team Management', 'Eva Nelson Design', '[{"company":"Eva Nelson Design","company_id":null,"location":"","positions":[{"description":"Brand Positioning. Brand Strategy. Branded Communication Design","duration":"2002 - Present 19 years","duration_short":"19 years","end_date":"Present","start_date":"2002","subtitle":"Eva Nelson Design","title":"Designer"}],"url":""}]', '["“I loved working with Eva. She is highly talented and can create just about anything. I always felt very confident that she would deliver beautiful work, on strategy, on time. One thing that always amazed me was the range of work she\'d provide -- her imagination is so broad, she could present 10 different ideas that grew out of one little nugget. Finally, it must be said that she has a true eye for beauty and appreciates perfection in the details. Love her!”","“Eva Nelson has worked with Image Design Agency on various projects focusing on Original Branding, Packaging and Photography. Her professionalism, extraordinary creative talents and common sense have been the key to many successful campaigns. She handles clients with poise, patience and confidence; ultimately delivering a product that hits the bull’s eye every time. Image Design Agency would not be what it is today without Eva.”"]']### Assistant: The agent's job is to manage order flows with expert precision. Today, the agent is reaching out to the user because they need assistance with branding and package design for their supply chain compliance specialist role at Caleres, Inc.
|
### Human: Agent: ['Mark Frye', 'I specialize in project management and estimations of roofing systems, gutters and siding.', 'Field Operations Supervisor at Advanced Restorations', 'Advanced Restorations', '[{"company":"Advanced Restorations","company_id":null,"location":"Springfield, Missouri, United States","positions":[{"description":"Manage an estimate roofing, gutter and siding projects for residential and commercial","duration":"Sep 2020 - Present 11 months","duration_short":"11 months","end_date":"Present","start_date":"Sep 2020","subtitle":"Advanced Restorations","title":"Field Operations Supervisor"}],"url":""},{"company":"Aflac","company_id":"aflac","location":"Springfield, Missouri Area","positions":[{"description":"As a small-business owner, we know that you invest everything into the health of your business, putting your heart and soul into making careful, smart choices to keep your business growing and your people happy.No matter what eld you’re in, your employees are your greatest investments, and their well-being is crucial to the health of your business (it’s pretty hard to get those shipments out on time when your sta is sick, injured or grumpy!). At the same time, we know that nancial limitations can prevent small-business owners from o ering the mega bene ts packages o ered by larger operations.Here’s the good news: You can support your employees and your bottom line at the same time! Voluntary insurance is a simple, a portable way to help provide your people with the peace of mind that builds a happier, healthier workforce. But what, exactly, are voluntary benefits? We’re glad you asked.Simply put, voluntary insurance policies help your people protect their financial well-being in the event of a serious accident or illness. Voluntary policies pay cash directly to employees, unless they choose otherwise, when they’re sick or hurt to help with expenses that may not be covered by basic medical insurance — like deductibles, emergency treatment, rent, or morning coffee. Voluntary insurance policies can help people to keep living the lifestyle they love, no matter what life throws at them — from a broken leg to a serious diagnosis. In fact, we like to think of it as lifestyle coverage!","duration":"Nov 2017 Feb 2020 2 years 4 months","duration_short":"2 years 4 months","end_date":"Feb 2020","start_date":"Nov 2017","subtitle":"Aflac","title":"Insurance Agent"}],"url":"https://www.linkedin.com/company/aflac"},{"company":"5th Fuel Energy Solutions","company_id":null,"location":null,"positions":[{"description":"","duration":"Nov 2015 Oct 2017 2 years","duration_short":"2 years","end_date":"Oct 2017","start_date":"Nov 2015","subtitle":"5th Fuel Energy Solutions","title":"Energy Consultant"},{"description":"","duration":"Oct 2015 Oct 2017 2 years 1 month","duration_short":"2 years 1 month","end_date":"Oct 2017","start_date":"Oct 2015","subtitle":"5th Fuel Energy Solutions","title":"Co-Founder"}],"url":""},{"company":"US Army","company_id":"us-army","location":"Ft. Lewis, WA","positions":[{"description":"Manage the training, certification, resources and exercise planning for a Expeditionary Signal Battalion with an assigned personnel of 465 soldiers. Responsible for Battalion Network Operations, Comsec Vault, Information Assurance and the Security of the Battalion. While supporting 18th Airborne Corp, I Corp and 7th Infantry Division with valuable communication assets throughout the Pacific Rim. Provide senior advisement to Field grade officers and other senior leaders. Mitigation of risk management, Equal Opportunity issues and training as well as Resiliency training and education.","duration":"Jun 2013 Oct 2015 2 years 5 months","duration_short":"2 years 5 months","end_date":"Oct 2015","start_date":"Jun 2013","subtitle":"US Army","title":"51st Signal Bn S-3 Operations Sergeants Major/ Senior Management"}],"url":"https://www.linkedin.com/company/us-army"},{"company":"15th Transportation Company","company_id":null,"location":"Fort Sill, Oklahoma","positions":[{"description":"Responsible for the management, training, exercise planning of a Heavy Transportation company as well as the health and welfare of 147 Officers, enlisted personnel and their family members. Providing transportation assets to a Fires Brigade. Responsible for ensuring field artillery and air defense units received critical resources to carry out their garrison and combat operations. Provide sound guidance and senior advisement to company grade, field grade officers and senior Non-Commissioned officers. Focused areas to include risk management/ mitigation, Equal opportunity advisement, training and conflict resolution. Develop resiliency training program with successful implementation.","duration":"Jan 2012 Jun 2014 2 years 6 months","duration_short":"2 years 6 months","end_date":"Jun 2014","start_date":"Jan 2012","subtitle":"15th Transportation Company","title":"Company First Sergeant/ Senior Management"}],"url":""},{"company":"258th Network Support Company","company_id":null,"location":"Fort Sill, Oklahoma","positions":[{"description":"Responsible for the management, training, exercise planning of a Tactical Network Support Company as well as the health and welfare of 106 Officers, enlisted personnel and their family members. Provide tactical communications assets to the 75th Fires Brigade Commander. Responsible for the tactical network for Field Artillery and Air Defense units. Ensuring that Combatant Commanders have reliable communications without fail so that they may execute their training and wartime missions. Senior enlisted advisor to field grade, company grade and senior non-commissioned officers. Managed risk management/ mitigation, equal opportunity training, advisement and conflict resolution. Maintained organizations resiliency training program and implementation.","duration":"May 2011 Jan 2012 9 months","duration_short":"9 months","end_date":"Jan 2012","start_date":"May 2011","subtitle":"258th Network Support Company","title":"Company First Sergeant/ Senior Mangement"}],"url":""}]', '["“All of my dealings with Mark have shown him to be a man full of integrity, good sense, and an unbelievable work ethic. He is punctual, friendly, and knowledgeable about the insurance field. When you need him, he\'s there!”","“Mark is one of the utmost respected agents in the Insurance Market. His knowledge, demeanor and drive will exceed all of your expectations. I highly recommend Mark, and I will forever be greatful for his service in the Armed Forces. Thank you Mark for protecting our Freedom, and now protecting our assets while providing great insurance solutions. ”"]']
User: ['Sara-kelly Schneider', 'Outgoing, Motivated, Dynamic young professional seeking a prosperous career in marketing.', 'Administrative Assistant at GT Electric of Florida, INC.', 'GT Electric of Florida, INC.', '[{"company":"GT Electric of Florida, INC.","company_id":null,"location":"Tallahassee, Florida Area","positions":[{"description":"","duration":"Aug 2017 - Present 4 years 11 months","duration_short":"4 years 11 months","end_date":"Present","start_date":"Aug 2017","subtitle":"GT Electric of Florida, INC.","title":"Administrative Assistant"}],"url":""},{"company":"Turner Family","company_id":null,"location":"Tallahassee, Florida Area","positions":[{"description":"","duration":"Aug 2017 - Present 4 years 11 months","duration_short":"4 years 11 months","end_date":"Present","start_date":"Aug 2017","subtitle":"Turner Family","title":"Nanny"}],"url":""},{"company":"Garent and Gold","company_id":null,"location":"Tallahassee, Florida Area","positions":[{"description":"","duration":"Jul 2015 Sep 2017 2 years 3 months","duration_short":"2 years 3 months","end_date":"Sep 2017","start_date":"Jul 2015","subtitle":"Garent and Gold","title":"Sales Associate"}],"url":""}]', '["Taylor McGill “Dear Sara-Kelly, I\'ve written this recommendation of you to share with other LinkedIn users. Details of Recommendation: \\"There are many wonderful words that come to mind to describe Ms. Schneider, however, one that comes to mind first is reliable. Ms. Schneider\'s work ethics are exceptional. She is hardworking, reliable, and works extremely well with others. She has a bubbly personality, and her coworkers find it very easy to speak with, and bring any issues they\'re having to her attention knowing that she will give the proper response, even it not favorable. I have known Ms. Schneider for the past three years. In the time I have come to know her, she became a valuable team member to the Garnet & Gold staff. She played an important role of inspiring others, all while going above and beyond her tasked responsibilities. Ms. Schneider makes a wonderful addition to any team she becomes a part of.\\" ”","Jennifer Turner “SK is awesome! She is capable and reliable. She is like part of our family. We are so happy to have her as part of our team. ”"]']### Assistant: The agent's job is to manage estimate roofing, gutter, and siding projects, while the user is reaching out to the agent because they need assistance with marketing strategies for their company.
|
### Human: Agent: ['Jim Flaherty', 'Experienced product leader focused on delivering innovative products and experiences to end-users and market professionals. Currently leading the product growth team for Auxiliary Power Units at Trane Technologies.', 'Sr. Product Manager at Trane Technologies', 'Trane Technologies', '[{"company":"Trane Technologies","company_id":"tranetechnologies","industry":"Industrial Machinery Manufacturing","location":"Greater Minneapolis-St. Paul Area","positions":[{"description":"","duration":"Jan 2019 - Present 2 years 9 months","duration_short":"2 years 9 months","end_date":"Present","start_date":"Jan 2019","subtitle":"Trane Technologies","title":"Sr. Product Manager"}],"url":"https://www.linkedin.com/company/tranetechnologies"},{"company":"Carrier Corporation","company_id":"carrierhvac","location":null,"positions":[{"description":"","duration":"Jul 2017 Jan 2019 1 year 7 months","duration_short":"1 year 7 months","end_date":"Jan 2019","start_date":"Jul 2017","subtitle":"Carrier Corporation","title":"Product Leader - Smart Home"},{"description":"","duration":"Jan 2015 Jul 2017 2 years 7 months","duration_short":"2 years 7 months","end_date":"Jul 2017","start_date":"Jan 2015","subtitle":"Carrier Corporation","title":"Sr. Product Manager - Smart Home and Security"}],"url":"https://www.linkedin.com/company/carrierhvac"},{"company":"Honeywell","company_id":"honeywell","location":null,"positions":[{"description":"End to end responsibility for managing strategic portfolios (Forced Air Zoning, Hydronic Controls and Valves, Line Volt Thermostats) in Honeywell\'s Home Comfort business.Key Responsibilities: P&L Responsibility for 1400+ SKU\'s. Coordinated sales through 4 unique channels - Professional, Retail, OEM and Electrical. Daily management of pricing, forecast, inventory, and quality. Market research and competitive analysis. All activities involved in new product ideation, development, and execution. Product launch activities and sales programs. Customer and internal trainings. SKU Rationalization. Management of product through 4 unique channels: Professional, Retail, OEM and Retail.","duration":"Apr 2014 Jan 2015 10 months","duration_short":"10 months","end_date":"Jan 2015","start_date":"Apr 2014","subtitle":"Honeywell","title":"Product Manager - Controls"},{"description":"Managed all aspects of the Healthy Home product portfolio in Honeywell’s Home Comfort and Energy Systems Division.Key Responsibilities: Launch strategies for new products, analysis of market trends to formulate short and long term strategies of growth, ideation and creation of new products including concept, design, usability, marketing and sales, VOC “voice of customer”, development of training materials, product expertise and training, trade show/event planning and attendance.","duration":"Aug 2012 Apr 2014 1 year 9 months","duration_short":"1 year 9 months","end_date":"Apr 2014","start_date":"Aug 2012","subtitle":"Honeywell","title":"Product Marketing Specialist"},{"description":"Managed and grew highly complex, cooperative national account with over 120 owner groups and 250 branch locations in North America. Designed and implemented national marketing campaigns and advertisements to drive new product awareness, increase customer engagement and improve product mix. Focused on increasing the numbers of products as well as maximizing space in distributors product catalog. Developed sales tools and enhanced reporting to drive internal business efficiencies and maximize sales impact.","duration":"Jul 2010 Aug 2012 2 years 2 months","duration_short":"2 years 2 months","end_date":"Aug 2012","start_date":"Jul 2010","subtitle":"Honeywell","title":"National Account Specialist"},{"description":"Account management for 150 HVAC distributors with 500+ branches located in the Southeast. Grew existing customers revenue through product mix expansion, competitive conversions and new product launches. Trained all levels of industry professionals on current product portfolio.","duration":"Oct 2007 Jul 2010 2 years 10 months","duration_short":"2 years 10 months","end_date":"Jul 2010","start_date":"Oct 2007","subtitle":"Honeywell","title":"Signature Account Specialist"}],"url":"https://www.linkedin.com/company/honeywell"}]', '["Earnest J. Morgan “Jim is easily one of the most driven people with whom I lead. He demonstrates the very best qualities of a multi-faceted leader - drive, intuition and insight into opportunities and challenges; while at the same time he is a strategic thinker and analytical decision maker. He is business savvy and passionate about using insight to drive innovation and advance client engagement. I would highly recommend Jim for any career path that requires identifying subtle distinctions or new perspectives to enhance business performance.”","Sarah McHugh “Creative, detail-oriented, confident and customer-focused are just a few of the ways to describe why Jim is such a valuable asset to Honeywell. Never one to walk away from a challenge, Jim approaches each task with an unparalleled commitment to achieve ultimate success. It is no wonder why his colleagues hold him in such high esteem and his customer’s trust his instincts and recommendations. His successful track-record speaks for itself. If you are looking for someone to have an immediate – and positive – impact on your team, then Jim is the sales and marketing professional you are looking for.”"]']
User: ['Adam Hayes', 'Proven leadership, strategy and business development, with progressive corporate and small business experience.', 'Owner | Chief People Officer at Truman Grey', 'Truman Grey Salon and Market', '[{"company":"Truman Grey Salon and Market","company_id":"elangermantown","industry":"Consumer Services","location":"Greater Nashville Area, TN","positions":[{"description":"","duration":"Jun 2019 - Present 2 years 5 months","duration_short":"2 years 5 months","end_date":"Present","start_date":"Jun 2019","subtitle":"Truman Grey Salon and Market","title":"Owner | Chief People Officer"}],"url":"https://www.linkedin.com/company/elangermantown"},{"company":"Hayestudio","company_id":"ah-graphic-design","location":"Greater Nashville Area, TN","positions":[{"description":"In fact, design is one of my very favorite things. I once took a personality test that showed that my ultimate driver, the thing that gets me out of bed in the morning, is beauty. That need to create something beautiful and share it pushed me to study Design in college, to pursue a career as a creative director and ultimately start my own business so that I could share my gifts with stable, successful, but struggling businesses who are working their asses off to share their amazing offerings, too. Let’s work on it together, shall we?","duration":"Apr 2011 Nov 2019 8 years 8 months","duration_short":"8 years 8 months","end_date":"Nov 2019","start_date":"Apr 2011","subtitle":"Hayestudio","title":"Graphic Designer"}],"url":"https://www.linkedin.com/company/ah-graphic-design"},{"company":"HayesPatel Home","company_id":null,"location":"Greater Nashville Area, TN","positions":[{"description":"Personally cultivated tips, tricks, and tools to breathe new life into your home.After spending 7 years renovating our first home, we discovered our hands on approach was considered crazy by most of our friends and family. They loved what we did, but were constantly surprised at the projects we were willing to take on. Perhaps it was the underwhelming expendable income of a first time homebuyer, but we rarely considered our DIY projects to be too difficult for the average person (limited funds can be a great motivator to take on new challenges).As we searched for our second home, we thought back to our previous experiences. We were able to get a larger home in a more serene neighborhood, confident of the changes we could make ourselves. We’ve decided to document the process and share it, so that others are inspired to make their house a home. Lucky for you, this house needs a LOT more work. I mean A LOT. We’ve already learned some new things, and look forward to sharing our experiences with you. Welcome to our home!","duration":"Apr 2011 Jun 2019 8 years 3 months","duration_short":"8 years 3 months","end_date":"Jun 2019","start_date":"Apr 2011","subtitle":"HayesPatel Home","title":"Co-Owner"}],"url":""},{"company":"ELAN Hair/Skin/Restore","company_id":"elan-hair-skin-restore","location":null,"positions":[{"description":"","duration":"Jul 2010 May 2019 8 years 11 months","duration_short":"8 years 11 months","end_date":"May 2019","start_date":"Jul 2010","subtitle":"ELAN Hair/Skin/Restore","title":"Director Of Operations"},{"description":"At ELAN, I designed, coordinated, and maintained all marketing and advertising collateral including the renovation of a $15,000 premier website. Extensive experience managing large teams of diverse personalities in deadline-driven environments, established employee career development tools, leading cross-functional team collaboration, and developed industry outreach opportunities. I managed all social media platforms; results included an increase of 2,300 followers on Facebook, created and built Instagram as a company platform, gained 3,000+ followers, and added 350 new followers on Twitter. Utilized B2B opportunities by connecting & working with area businesses to cross-promote via social media and partner collaborations, ELAN showed an increase in business annually on average 160%. • Planned and executed an innovative marketing campaign to capitalize on new demographics coming to Nashville • Streamlined operations using digital media to connect, communicate and coordinate with staff, clientele and potential recruits (both local and nationally) • Planned media strategy for growth and expansion of business profile • Aligned creative functions and developed system for producing multi-disciplinary creative work that supported strategic plans within a fast-paced environment • Negotiated and managed all creative vendor and supplier relationships, while streamlining costs, which led to an annual savings of 45% • Built and developed 2 of the 4 company brands from the ground up, integrating their brand identity into the existing company profile","duration":"Jul 2010 Sep 2017 7 years 3 months","duration_short":"7 years 3 months","end_date":"Sep 2017","start_date":"Jul 2010","subtitle":"ELAN Hair/Skin/Restore","title":"Director of Operations / Director of Digital Media"}],"url":"https://www.linkedin.com/company/elan-hair-skin-restore"},{"company":"ADCO Enterprises","company_id":"adco-enterprises","location":"Middle TN","positions":[{"description":"ADCO Enterprises, Livingston, TNJanuary 2009 - June 2016Leasing and Territory ManagerAt ADCO, I oversaw project management, creative direction and residential renovation. During my time at ADCO I had complete oversight of operations, advertising, brand strategy and tenant management for 16 residential properties and 4 commercial properties. I oversaw the roll-out of a new property management website, company branding and B2B marketing with area businesses and city leadership to increase awareness of private rental opportunities and new businesses coming to the area. • Sole oversight of budget and finance for property management • Partnership with Livingston Mayors Office to solicit and attract businesses for vacant properties","duration":"Jan 2009 Jun 2016 7 years 6 months","duration_short":"7 years 6 months","end_date":"Jun 2016","start_date":"Jan 2009","subtitle":"ADCO Enterprises","title":"Director Of Operations"}],"url":"https://www.linkedin.com/company/adco-enterprises"},{"company":"Sephora","company_id":"sephora","location":"","positions":[{"description":"Taking on a challenging new role in the cosmetic industry, I was brought on by Sephora to act as a Department Lead over the fragrance department. In my position, I assisted in implementation and organization for the new store set-up and opening. As a department lead, I had many multi-faceted duties to which I catered to on a day to day basis. Among them, I was responsible for new hire training and development for all department employee’s, ongoing training of existing dept staff, and working with Store Director to ensure weekly payroll compliance is met. I also managed the Holiday Recovery Team, a team that helped prepped the store for the demanding business needs of the holiday season. I also handled operational tasks such as evaluating and altering staff costs as necessary per week, weekly staff scheduling, and limiting store costs to increase profitability. As an overall manager of the store, I consistently managed a staff of 40+ staff, (70+ holiday staff) in a high traffic location. Lastly, I served as both store visual manager and trainer for visual and merchandising needs.","duration":"Feb 2006 Nov 2008 2 years 10 months","duration_short":"2 years 10 months","end_date":"Nov 2008","start_date":"Feb 2006","subtitle":"Sephora","title":"Fragrance Lead"}],"url":"https://www.linkedin.com/company/sephora"},{"company":"Gap Inc.","company_id":"gap-inc-","location":"","positions":[{"description":"As an AGM with Gap Inc, I was promoted up from within from a denim specialist to an assistant general manager in a 5 million dollar location. As an AGM, I managed and developed a staff of 30+, 60+ during the holiday season. I supervised area store visual merchandising implementation, as well as the trainer for the area visual team and assisted with all training of holiday new hires. I was also a relief manager for Baby Gap and Gap Kids in my center, as well as the occasional management support for 4 other stores in my district.","duration":"Feb 2004 Jan 2006 2 years","duration_short":"2 years","end_date":"Jan 2006","start_date":"Feb 2004","subtitle":"Gap Inc.","title":"Assistant General Manager"}],"url":"https://www.linkedin.com/company/gap-inc-"}]', '["Jonathan Valentine “Adam is the perfect example of someone you want leading your team, running your location, and representing your company. He embodies his brand completely and drives results from his team/store constantly and consistently on a daily basis.”","Stephanie Scanlon “Adam is an innovative, creative individual and is inspirational to those who work with and/or for him. Adam is an excellent team player with the ability to encourage and delegate which makes for an exceptional employee and manager. Highly motivated he gets any job done with a great attitude and strong perseverance. Adam is a dedicated and honest employee and will meet any challenge with sincere optimism.”"]']### Assistant: The agent's job is to lead the product growth team for Auxiliary Power Units at Trane Technologies, while the user is reaching out to the agent because they need assistance in developing a marketing campaign for their business.
|
### Human: Agent: ['R Bruce Scarborough MD', 'Board Certified in Obstetrics and Gynecology. I have over 27 years of experience in my field of High Risk Obstetrics and Advanced Minimally Invasive Surgery. I have been using the DaVinci Robot for almost 7 years for Hysterectomy, Myomectomy, and Sacrocolpopexies. I also am certified in Menopausal Medicine by the North American Menopause Soiety. Specialties: Minimally Invasive Surgery for Gynecology.', 'Vice President, Queen of the Valley Medical Associates', 'Queen of the Valley Medical Associates', '[{"company":"Queen of the Valley Medical Associates","company_id":null,"location":null,"positions":[{"description":"OB/GYN office here in the Napa Valley. We provide care to women of all ages, and offer services from High Risk Obstetrics to Minimally Invasive Surgery using the DaVinci Robot.","duration":"Apr 2018 - Present 4 years","duration_short":"4 years","end_date":"Present","start_date":"Apr 2018","subtitle":"Queen of the Valley Medical Associates","title":"Senior Practitioner"},{"description":"Medical Director of an Obstetrics and Gynecology practice. By September we will have five full time Doctors to see patients.","duration":"Apr 1997 - Present 25 years","duration_short":"25 years","end_date":"Present","start_date":"Apr 1997","subtitle":"Queen of the Valley Medical Associates","title":"Director"}],"url":""},{"company":"Queen of the Valley Medical Center","company_id":null,"location":"Napa, CA","positions":[{"description":"","duration":"1997 - Present 25 years","duration_short":"25 years","end_date":"Present","start_date":"1997","subtitle":"Queen of the Valley Medical Center","title":"Medical Director Women\'s and Childrens Services"}],"url":""},{"company":"Napa Valley OB/GYN","company_id":null,"location":"","positions":[{"description":"Partner of 3 Doctors in St. Helena California. Left to move to a larger Hospital at Queen of the Valley Medical Center in Napa. Partner of 3 Doctors in St. Helena California. Left to move to a larger Hospital at Queen of the Valley Medical Center in Napa.","duration":"Jul 1984 Mar 1997 12 years 9 months","duration_short":"12 years 9 months","end_date":"Mar 1997","start_date":"Jul 1984","subtitle":"Napa Valley OB/GYN","title":"Partner"}],"url":""}]', '["Kathy Kamauu, M. ED “Dr Scraborough was my physician for several years until I moved from the area. He is an expert in his field and I felt very confident when he performed my surgeries. He has an excellent \\"bedside\\" manner and thoroughly explained everything I needed to know. I come from a family of doctors and can be demanding of my care. He exceeded all of my expectations.”","Chelli Webster “Dr Bruce Scarborough is highly respected in the healthcare community; he delivers a delightful depth of knowledge appropriate for a seasoned professional. He has been my doctor for over 25 years and he contributes a unique perspective to his work that is both respectful and refreshing. I have trusted him over the years with my health, the deliveries of my children and several surgical procedures. He also has a significant commitment to the non-profit community, that proceeds way above and beyond the call of duty, he has donated to my non-profit organization not only financially but with being a wine expert has donated wine from his personal collection to be auctioned off at our annual Gala. His philanthropic spirit and leadership in the medical community has proven to be the foundation of respect that he is know for in our community.”"]']
User: ['Dwaine Allison', 'My Mission is to enhance and improve the health and well-being of my patients, community and America as much as possible through natural therapies and wellness education.', 'CEO at The Wellness Center of Franklin LLC', 'Wellness Center of Franklin LLC', '[{"company":"Wellness Center of Franklin LLC","company_id":null,"location":"","positions":[{"description":"","duration":"Jan 1996 - Present 26 years","duration_short":"26 years","end_date":"Present","start_date":"Jan 1996","subtitle":"Wellness Center of Franklin LLC","title":"CEO"}],"url":""}]', '["Barbara (Smith) Kelly “Dr. Allison has been my chiropractor for years now. He is very knowledgeable about natural health and chiropractic. Also, Dr. Allison is very caring and takes an active interest in each patient. When I had to go to the emergency room recently, he even made several phone calls to see how I was doing. His staff are also professional, curteous and caring.”","Judy Rodman “Dwaine Allison is, quite simply, the best Chiropractor I have ever been to. His diagnostic intuition is brilliant, his physical manipulations careful, accurate and effective due to his vast experience and years of practice. A master of several fields of chiropractic, he brings creative solutions to perplexing problems. He is also a caring doctor; one comes away knowing he is personally vested in his patients\' healing and well being. My health vastly improved under his care.”"]']### Assistant: The agent's job is to provide gynecological healthcare services, and today, the agent is reaching out to the user because they need to schedule a wellness education session at The Wellness Center of Franklin LLC.
|
### Human: Agent: ['Alison Trouse, Independent Insurance Agency Owner', 'Accepting fast-track Life insurance apps now! Apply from the comfort of your own home No Medical Exam No Waiting Period Instant Coverage up to $2M for Critical Illness, Life Insurance & More! Time is Very Limited Rate Increases Already Announced Lock in your rate now Specialties: I love to find practical ways to strengthen the security and financial futures of small business owners, their families and employees through tax free retirement solutions. Also, ask me to look over your home and auto policies. Insurance Max has tons of options for people who are tired of rate increases.', "Helping people protect the assets that they have worked hard to earn and work toward retirement by building wealth. It's not what you make, it's what you get to keep.", 'Insurance Max', '[{"company":"Insurance Max","company_id":"insurance-max","industry":"Insurance","location":null,"positions":[{"description":"","duration":"Apr 2017 - Present 4 years 11 months","duration_short":"4 years 11 months","end_date":"Present","start_date":"Apr 2017","subtitle":"Insurance Max","title":"Owner/Agent"},{"description":"","duration":"Mar 2017 - Present 5 years","duration_short":"5 years","end_date":"Present","start_date":"Mar 2017","subtitle":"Insurance Max","title":"Owner and Independent Agent at INSURANCE MAX"}],"url":"https://www.linkedin.com/company/insurance-max"},{"company":"Farmers Insurance","company_id":"farmers-insurance","location":"1537 S Main St. Salt Lake CIty, UT 84115","positions":[{"description":"","duration":"Mar 2008 Mar 2017 9 years 1 month","duration_short":"9 years 1 month","end_date":"Mar 2017","start_date":"Mar 2008","subtitle":"Farmers Insurance","title":"Insurance Agent"}],"url":"https://www.linkedin.com/company/farmers-insurance"},{"company":"Cerva Browning Quinn & Company","company_id":null,"location":"","positions":[{"description":"","duration":"Feb 2007 Jan 2008 1 year","duration_short":"1 year","end_date":"Jan 2008","start_date":"Feb 2007","subtitle":"Cerva Browning Quinn & Company","title":"Life and Health Benefits Field Underwriter"}],"url":""},{"company":"Nu Skin Enterprises","company_id":"nu-skin-enterprises","location":"","positions":[{"description":"","duration":"2001 2006 5 years","duration_short":"5 years","end_date":"2006","start_date":"2001","subtitle":"Nu Skin Enterprises","title":"Account Manager"}],"url":"https://www.linkedin.com/company/nu-skin-enterprises"},{"company":"Trustco Insurance Agency","company_id":null,"location":"","positions":[{"description":"Independent Insurance Agency - Personal Lines Property and Casualty Insurance. Independent Insurance Agency - Personal Lines Property and Casualty Insurance.","duration":"1992 2001 9 years","duration_short":"9 years","end_date":"2001","start_date":"1992","subtitle":"Trustco Insurance Agency","title":"CSR"}],"url":""},{"company":"Cover Talent Agency Salt Lake City","company_id":null,"location":"","positions":[{"description":"Local and National talent bookings Local and National talent bookings","duration":"1985 1992 7 years","duration_short":"7 years","end_date":"1992","start_date":"1985","subtitle":"Cover Talent Agency Salt Lake City","title":"Owner Operator"}],"url":""}]', '["Rees W Bandley “Alison Trouse is a true \\"professional\\" in every sense of the word. I have known her as a business partner, colleague, associate, friend and client. At present Alison is my Insurance Agent and covers the range of my insurance needs. Alison is honest and dedicated to those she serves and I am pleased to recommend her. Rees W Bandley”","Rees W Bandley “Alison is a true professional in every sense of the word. Dedicated and self motivated, highly dependable and capable. Any company or organization would benefit by having Alison on board.”","David James (DJ) Bell-Fair “If I could choose more than three attributes on my assessment of Alison, I would. She encompasses them all. She is simply amazing. If you want an agent who loves what they do, is passionate about making sure you are getting the very best coverages at more than reasonable rates, and has honest to goodness INTEGRITY, call Alison. She\'s also not hard on the eyes, either!”","Luis Antola “Alison is a very dedicated person and hard working professional. She has always assisted me when I needed the most.”"]']
User: ['Kathy Irizarry', 'Hello, my name is Kathy Irizarry Associate Agent with Kathy Barry Agency. Experience is the key factor in any business. Having over 20 years experience dealing with the most technical aspects of Property & Casualty, Life Insurance and commercial accounts; considering myself more conditioned than many Insurance brokers to custom-tailor policies to meet my clients’ diverse Insurance needs. I am an advocate for each one of my clients; Creating customized risk management solutions so that they have one less thing to be concerned about. Helping my clients avoid, reduce and better manage risk by identifying and evaluating exposures. My growth as a producer is driven by my clients’ referrals. The fact that they are confident in my ability and knowledge as an Insurance professional to me is the best accolade I could ever receive. As a complimentary service, I would like to offer you, at no obligation, a thorough personal insurance review which analyzes all of your potential needs and reviews your existing program. I pride myself as an Insurance Professional with strong moral & ethical values. Please feel free to contact me if: • You have no idea who your insurance broker is • You think you might be paying too much • You feel like you have a cookie-cutter insurance policy that doesn’t meet your needs • You haven’t reviewed your insurance costs in over a year • You’re wondering if you have sufficient property & casualty coverage • Life Insurance review or Life insurance needs analysis • Business insurance review (Extensive & Thorough review) Email:kathyi@kbagencyllc.com', 'Associate Agent/Producer at Kathy Barry Agency', 'Kathy Barry Agency', '[{"company":"Kathy Barry Agency","company_id":null,"location":"Robesonia, Pennsylvania","positions":[{"description":"Insurance Producer Home-Auto-Life-Health-Commercial Insurance Insurance Producer Home-Auto-Life-Health-Commercial Insurance","duration":"May 2019 - Present 2 years 8 months","duration_short":"2 years 8 months","end_date":"Present","start_date":"May 2019","subtitle":"Kathy Barry Agency","title":"Associate Agent/Producer"}],"url":""}]', '["Tamer Gomaa “Kathy always took the time to service my clients and explain to them what insyrance options were available for them . Great response time as well as knowledge of her field. I would recommed her any time!”","Nikki Macias “Kathy was my go to person whenever my clients were in need of insurance coverage. She worked extremely well with my clients and delivered an excellent policy at a great cost on a timely manner. Nikki Macias”"]']### Assistant: The agent's job is to provide customized risk management solutions to clients, and today the agent is reaching out to the user to offer a thorough personal insurance review and analyze their potential needs.
|
### Human: Agent: ["Bruce O'Toole", 'FP&A analyst at Sisense with previous experience as an Investment Banking Analyst with a demonstrated history of working in Mergers & Acquisitions. Skilled in Communicating, Management, Teamwork, and Microsoft Excel. Strong finance professional graduated from Miami University.', 'Senior Analyst, Corporate FP&A at Sisense', 'Sisense', '[{"company":"Sisense","company_id":"sisense","industry":"Software Development","location":null,"positions":[{"description":"","duration":"Oct 2021 - Present 5 months","duration_short":"5 months","end_date":"Present","start_date":"Oct 2021","subtitle":"Sisense","title":"Senior Analyst, Corporate FP&A"},{"description":"","duration":"Jul 2020 Oct 2021 1 year 4 months","duration_short":"1 year 4 months","end_date":"Oct 2021","start_date":"Jul 2020","subtitle":"Sisense","title":"Analyst, Corporate FP&A"}],"url":"https://www.linkedin.com/company/sisense"},{"company":"PwC","company_id":"pwc","location":"Greater New York City Area","positions":[{"description":"","duration":"Aug 2019 Jul 2020 1 year","duration_short":"1 year","end_date":"Jul 2020","start_date":"Aug 2019","subtitle":"PwC","title":"Investment Banking Analyst"}],"url":"https://www.linkedin.com/company/pwc"},{"company":"Delta Sigma Phi Fraternity","company_id":null,"location":"Oxford, Ohio","positions":[{"description":"Actively communicate with national headquarters, Miami University, alumni, and chapter members. Ensure the safety, well-being, and organization of undergraduate brothers. Actively communicate with national headquarters, Miami University, alumni, and chapter members. Ensure the safety, well-being, and organization of undergraduate brothers.","duration":"Oct 2017 Oct 2018 1 year 1 month","duration_short":"1 year 1 month","end_date":"Oct 2018","start_date":"Oct 2017","subtitle":"Delta Sigma Phi Fraternity","title":"President"}],"url":""},{"company":"PricewaterhouseCoopers Corporate Finance LLC","company_id":null,"location":"Greater New York City Area","positions":[{"description":"","duration":"Jun 2018 Aug 2018 3 months","duration_short":"3 months","end_date":"Aug 2018","start_date":"Jun 2018","subtitle":"PricewaterhouseCoopers Corporate Finance LLC","title":"Investment Banking Summer Analyst"}],"url":""},{"company":"Kelley & Ferraro, LLP","company_id":"kelley-&-ferraro-llp","location":"Cleveland/Akron, Ohio Area","positions":[{"description":"Drafted essential legal documents pursuant to demands of county courts. Upheld court deadlines for filing reports. Communicated with beneficiaries of estates, probate attorneys and county courts in relation to cases. Drafted essential legal documents pursuant to demands of county courts. Upheld court deadlines for filing reports. Communicated with beneficiaries of estates, probate attorneys and county courts in relation to cases.","duration":"Jun 2017 Aug 2017 3 months","duration_short":"3 months","end_date":"Aug 2017","start_date":"Jun 2017","subtitle":"Kelley & Ferraro, LLP","title":"Probate Assistant / Intern"}],"url":"https://www.linkedin.com/company/kelley-&-ferraro-llp"},{"company":"Heinen\'s Grocery Store","company_id":"heinen%27s","location":"Warrensville Heights","positions":[{"description":"Formulated company-wide workers compensation expense report. Collected vital information for machinery in new operating facility. Formulated company-wide workers compensation expense report. Collected vital information for machinery in new operating facility.","duration":"Dec 2016 Jan 2017 2 months","duration_short":"2 months","end_date":"Jan 2017","start_date":"Dec 2016","subtitle":"Heinen\'s Grocery Store","title":"Intern"}],"url":"https://www.linkedin.com/company/heinen%27s"},{"company":"AmTrust Financial Services, Inc. (AFSI)","company_id":"amtrust-financial-services-inc","location":"","positions":[{"description":"Utilized Trepp Analytics to run risk models in order for underwriters to formulate policies. Communicated with Insurance agents to gage state of policy renewals. Recorded business transactions. Utilized Trepp Analytics to run risk models in order for underwriters to formulate policies. Communicated with Insurance agents to gage state of policy renewals. Recorded business transactions.","duration":"Jun 2016 Aug 2016 3 months","duration_short":"3 months","end_date":"Aug 2016","start_date":"Jun 2016","subtitle":"AmTrust Financial Services, Inc. (AFSI)","title":"Intern"}],"url":"https://www.linkedin.com/company/amtrust-financial-services-inc"},{"company":"Heinen\'s","company_id":"heinen%27s","location":"","positions":[{"description":"Kept shelves stocked throughout the day. Consulted customers and answered questions about products. Aided in semi-annual inventory counting. Kept shelves stocked throughout the day. Consulted customers and answered questions about products. Aided in semi-annual inventory counting.","duration":"Jun 2013 Jun 2014 1 year 1 month","duration_short":"1 year 1 month","end_date":"Jun 2014","start_date":"Jun 2013","subtitle":"Heinen\'s","title":"Grocery Clerk"}],"url":"https://www.linkedin.com/company/heinen%27s"}]', '["Dari Bojanin “Bruce is very driven and is an exceptional team member. I had the chance to work with him on several projects over the course of the semester and his determination, knowledge, and communication skills created a lot of value for our team.”","Elizabeth Walsh “It was a pleasure to have Bruce in the first-year seminar course I instructed at Miami University during the Fall 2015 semester. Bruce was an active member in class and was always thoughtful about his words in class and through his assignments. I always knew that Bruce would submit work on time and ask questions that he needed to. Bruce was also always very professional when communicating with me. I think Bruce will do great things in whichever areas he chooses in life. ”"]']
User: ['Nathan Reams CFA, CMA, CTP', 'Specialties: Everything Finance', 'Finance Manager at Sutter Health', 'Sutter Health', '[{"company":"Sutter Health","company_id":"sutter-health","industry":"Hospital & Health Care","location":null,"positions":[{"description":"","duration":"Dec 2016 - Present 4 years 10 months","duration_short":"4 years 10 months","end_date":"Present","start_date":"Dec 2016","subtitle":"Sutter Health","title":"Finance Manager"},{"description":"","duration":"Oct 2011 Nov 2016 5 years 2 months","duration_short":"5 years 2 months","end_date":"Nov 2016","start_date":"Oct 2011","subtitle":"Sutter Health","title":"Senior Financial Analyst, Strategic Analysis"}],"url":"https://www.linkedin.com/company/sutter-health"},{"company":"HD Supply","company_id":"hd-supply","location":"","positions":[{"description":"","duration":"2007 Oct 2011 4 years","duration_short":"4 years","end_date":"Oct 2011","start_date":"2007","subtitle":"HD Supply","title":"Senior Financial Analyst"}],"url":"https://www.linkedin.com/company/hd-supply"},{"company":"Consor","company_id":"consor","location":"","positions":[{"description":"","duration":"2006 2007 1 year","duration_short":"1 year","end_date":"2007","start_date":"2006","subtitle":"Consor","title":"Financial Analyst"}],"url":"https://www.linkedin.com/company/consor"}]', '["Christopher J. Kitzer, MBA, CPA, CPCC, ACC, CMC “Nate was truly a financial superstar performer for me in his role as Senior Financial Analyst. He consistently performed at the highest levels of financial expertise, personal integrity, and strategic vision, far beyond his position. He received the highest performance ratings on a continual basis for his well-deserved work product, detailed analyses, and structured method of decision making. Highly and proudly recommended.”","John Ortman “Nathan is the most well rounded analyst I have worked with. He is technically brilliant. He is an outstanding communicator with colleagues, management and internal customers. His work ethic is in its highest gear throughout the day from arrival to departure. Any organization would be lucky to have him.”"]']### Assistant: The agent's job is to conduct financial analysis and provide strategic insights, and today the user is reaching out to the agent because they need assistance in analyzing the financial performance of their organization.
|
### Human: Agent: ['Mike Byrd', 'Career Academy Teacher of the Year 2018, Public Service Academy, Independence School District. Teacher of the Year for SY 15-16 at Van Horn High School. Senior Leadership, Management, Human Resources, Administration and Operational skills, Teaching and Training acquired in 20 years of active duty service with the US Army (achieved rank of Lieutenant Colonel) and 17 years Instructor/Teacher Duty and Administrative Duty with Army JROTC—a high school citizenship education course. A solid, proven leader and trainer, excellent motivator, able to develop and lead focused teams to achieve mission accomplishment. Strong diverse background, experience and success in the following areas: 1. Battalion and Company level command while on active duty with the US Army 2. Army School Positions from Initial Entry Training to Command and General Staff College level 3. Extensive Human Resources experience, Battalion through Dept of the Army level (PERSCOM) 4. Crisis Action Planning and Contingency Planning 5. Budget development, planning and execution 6. Operational Staff Coordination and Cross-discipline Collaboration; Battalion, Brigade, Corps, and Dept of the Army 7. Extensive Instructor /Teacher experience in high school classroom with Army JROTC curriculum as well as program oversight and management responsibilities for district wide, 7-school program (28 instructors, 3 person district headquarters, centralized supply operation) 8. Holds a Missouri state Teacher’s Career Education Certificate 9. Top Secret Clearance while on active duty 10. Active community volunteer with local Special Olympics program 11. Teacher of the Year for SY 2015-2016, Van Horn HS 12. District Career Academy Teacher of the Year for SY 2017-2018 Specialties: Career Education Teaching Certification--Missouri National Incident Management System Ethics in Acquisition and Logistics US Bank Corporate Payments System High Performance Employee Interviewing--Essential Endeavors', 'After 38 years there are no Soldiers or Cadets to lead/teach', 'Retired—Teacher and Soldier', '[{"company":"Retired—Teacher and Soldier","company_id":null,"location":"Blue Springs, Missouri","positions":[{"description":"","duration":"Jul 2018 - Present 3 years 9 months","duration_short":"3 years 9 months","end_date":"Present","start_date":"Jul 2018","subtitle":"Retired—Teacher and Soldier","title":"Retired"}],"url":""},{"company":"Independence Missouri School District,Van Horn HS","company_id":null,"location":"","positions":[{"description":"Responsible for coordinating, resourcing and instructional delivery of the Army JROTC citizenship education program to all high school cadets enrolled at Van Horn High School. I am the JROTC curriculum and program expert for the site administrators and school district staff. I work to focus JROTC classroom efforts to support building and district priorities. Serve as a strong advocate for the JROTC program with the school district and education authorities at the state and national level. Advocate for the Army JROTC program throughout the local community. Use the JROTC curriculum content to ensure positive personal growth in the cadets of the program--encourage them to become active, involved good citizens. Focus on leadership development, improve self confidence and self esteem, help each individual cadet develop a positive self directed, attainable life plan beyond high school graduation. Develop a cost efficient and supportable program to expand the delivery of JROTC to all 3 high schools in Independence School District. Implement program expansion plan.","duration":"Aug 2010 Jul 2018 8 years","duration_short":"8 years","end_date":"Jul 2018","start_date":"Aug 2010","subtitle":"Independence Missouri School District,Van Horn HS","title":"Senior JROTC Instructor"}],"url":""},{"company":"Kansas City Missouri School District (KCMSD)","company_id":"kansas-city-public-schools","location":"","positions":[{"description":"As a Director of Army Instruction (DAI), I am responsible to establish and maintain a functional instructor group headquarters operation to support the instructor cadre at area high schools in delivery and execution of the JROTC mission IAW US Army Cadet Command directives and local school district policy/priorities. The headquarters operation includes but is not limited to; maintaining an administrative function for contracts, instructor evaluations, instructor counseling, instructor professional development, ensure state certification requirements are met, perform orders function and provide support for military/district personnel actions. I serve as instructional leader for the Instructor Group and provide active liaison support between US Army Cadet Command, school district authorities and site based administrators as well as support for Army and district administrative processes. I am the JROTC curriculum and program expert for the school district staff; focus JROTC classroom efforts toward district priorities and work as allowed by regulation to effectively implement district priorities. Serve as a strong advocate for the JROTC program with the school district and education authorities at the state and national level. Advocate for the Army JROTC program throughout the local community","duration":"Jul 2005 Mar 2011 5 years 9 months","duration_short":"5 years 9 months","end_date":"Mar 2011","start_date":"Jul 2005","subtitle":"Kansas City Missouri School District (KCMSD)","title":"Director of Army Instruction, JROTC"}],"url":"https://www.linkedin.com/company/kansas-city-public-schools"},{"company":"Wentworth Military Academy","company_id":null,"location":"","positions":[{"description":"Senior Army Instructor for the Army JROTC program at a private military style boarding academy located in Lexington Missouri. Responsible for coordinating, resourcing and instructional delivery of the Army JROTC civics education program to all high school cadets enrolled at the academy. Senior Army Instructor for the Army JROTC program at a private military style boarding academy located in Lexington Missouri. Responsible for coordinating, resourcing and instructional delivery of the Army JROTC civics education program to all high school cadets enrolled at the academy.","duration":"Aug 2000 Jul 2005 5 years","duration_short":"5 years","end_date":"Jul 2005","start_date":"Aug 2000","subtitle":"Wentworth Military Academy","title":"Senior Army Instructor, Army JROTC"}],"url":""},{"company":"US Army","company_id":"us-army","location":null,"positions":[{"description":"Commander of 1st Battalion, 79th Field Artillery a part of US Army Field Artillery Training Brigade at Fort Sill, Oklahoma.","duration":"Jun 1998 Jul 2000 2 years 2 months","duration_short":"2 years 2 months","end_date":"Jul 2000","start_date":"Jun 1998","subtitle":"US Army","title":"Battalion Commander"},{"description":"","duration":"May 1980 Jul 2000 20 years 3 months","duration_short":"20 years 3 months","end_date":"Jul 2000","start_date":"May 1980","subtitle":"US Army","title":"38 years as soldier, leader, teacher"}],"url":"https://www.linkedin.com/company/us-army"},{"company":"Office of Defense Cooperation--Turkey","company_id":null,"location":"","positions":[{"description":"Chief Administrative and Logistics officer for Office of Defense Cooperation--Ankara, Turkey. Superivsor of the administrative and logistics staff operating function for the Defense Cooperation office responsible as the \\"conduit\\" between US defense contractors, the US Embassy Ankara and the Turkish General Staff. Chief Administrative and Logistics officer for Office of Defense Cooperation--Ankara, Turkey. Superivsor of the administrative and logistics staff operating function for the Defense Cooperation office responsible as the \\"conduit\\" between US defense contractors, the US Embassy Ankara and the Turkish General Staff.","duration":"Feb 1996 Mar 1998 2 years 2 months","duration_short":"2 years 2 months","end_date":"Mar 1998","start_date":"Feb 1996","subtitle":"Office of Defense Cooperation--Turkey","title":"Chief, Admin and Logistics"}],"url":""}]', '["Brad Maclaughlin “Lt. Col. Byrd is unequalled in his dedication to ISD JROTC students. He is meticulously organized and works tirelessly to put his cadets and command staff in a position to be productive citizens, spouses and parents. He has grown a single school program into a district wide battalion. I can\'t say enough about the quality of his work, his integrity and his care for his students.”","Cardwell Nicki “You are a valued adviser as I have witnessed your great work with our young High School students. You have made a difference in their lives because you care. I would not hesitate to recommend Mike Byrd as he has character, is responsible and most important lets his students take charge under his supervision and guidance. ”"]']
User: ['Matt Hopkins', 'I desire to use my organizational and restorative abilities to blaze new ground and cause positive change to the blessing of others.', 'Director of Residence Life at Grand Canyon University', 'Grand Canyon University', '[{"company":"Grand Canyon University","company_id":"grand-canyon-university","industry":"Higher Education","location":null,"positions":[{"description":"","duration":"2013 - Present 8 years","duration_short":"8 years","end_date":"Present","start_date":"2013","subtitle":"Grand Canyon University","title":"Director of Residence Life"},{"description":"","duration":"2013 2013 less than a year","duration_short":"less than a year","end_date":"2013","start_date":"2013","subtitle":"Grand Canyon University","title":"Student Conduct Manager"},{"description":"","duration":"2012 2013 1 year","duration_short":"1 year","end_date":"2013","start_date":"2012","subtitle":"Grand Canyon University","title":"Student Conduct Coordinator"}],"url":"https://www.linkedin.com/company/grand-canyon-university"},{"company":"City of Wheaton Community Relations Commission","company_id":null,"location":"Wheaton, IL","positions":[{"description":"Awarded 2010 National City Award by USA Weekend Magazine and a $10,000 grant from the Gannet Foundation. Awarded 2010 National City Award by USA Weekend Magazine and a $10,000 grant from the Gannet Foundation.","duration":"2009 2011 2 years","duration_short":"2 years","end_date":"2011","start_date":"2009","subtitle":"City of Wheaton Community Relations Commission","title":"Commissioner & Cultural Diversity Committee Member"}],"url":""},{"company":"Wheaton Evangelical Free Church","company_id":null,"location":"Wheaton, IL","positions":[{"description":"2007-2011 Associate Pastor of Spiritual Formation and Outreach2002-2007 Associate Pastor of Missions and Young Adults 2007-2011 Associate Pastor of Spiritual Formation and Outreach2002-2007 Associate Pastor of Missions and Young Adults","duration":"2002 2011 9 years","duration_short":"9 years","end_date":"2011","start_date":"2002","subtitle":"Wheaton Evangelical Free Church","title":"Associate Pastor"}],"url":""},{"company":"Hultgren Funeral Home","company_id":null,"location":"Wheaton, IL","positions":[{"description":"","duration":"2000 2002 2 years","duration_short":"2 years","end_date":"2002","start_date":"2000","subtitle":"Hultgren Funeral Home","title":"Assistant to Funeral Director"}],"url":""}]', '["Diane Garvin “• He lead us on a strategy-defining process that helped to take honor our existing commitments while positioning us to make an impact in new areas that are definable, measurable and can be celebrated. • He is skilled at working a broad range of people by connecting with them on a heart level yet moving the project forward. • Ability to recruit and bring people quickly up to speed so they can make immediate contributions to the team.”","Sue Myroup “After working with Matt for several years as a volunteer leader in Children\'s Ministry, at the Wheaton Evangelical Free Church, I appreciate that he saw potential for career ministry in me and challenged me to pursue this new career. Matt helped identify my skill set and recruited me in this new career step. During my first 6 months as the Children\'s Ministry Director at W.E.F.C. Matt was very supportive and encouraging as my supervisor. I appreciate Matt\'s wisdom and foresight as he helped me identify potential obstacles and how to prepare for what lies ahead. I value his network connections and resources that help coach me toward excellence!”"]']### Assistant: The agent's job is to coordinate and deliver the Army JROTC citizenship education program in a school district, and today, the agent is reaching out to the user, who is the Director of Residence Life at Grand Canyon University, to discuss a potential collaboration in implementing the program at the university.
|
### Human: Agent: ['Jeffrey E. Martin', "Plaintiff's Trial Lawyer Helping people whom have been hurt by the negligence of others. Specialties: Medical malpractice, nursing home abuse and neglect, defective products, airline accidents, motor vehicle collisions, premises liability", 'Senior Partner at Martin Law LLC', 'Martin Law, LLC', '[{"company":"Martin Law, LLC","company_id":"the-law-offices-of-jeffrey-e-martin","industry":"Law Practice","location":"171 W. Wing Street, Suite 201, Arlington Hts., IL 60005","positions":[{"description":"","duration":"Jan 2019 - Present 3 years 6 months","duration_short":"3 years 6 months","end_date":"Present","start_date":"Jan 2019","subtitle":"Martin Law, LLC","title":"Senior Partner"}],"url":"https://www.linkedin.com/company/the-law-offices-of-jeffrey-e-martin"},{"company":"Law Offices of Jeffrey E. Martin, LLC","company_id":null,"location":"2340 S. Arlington Heights Road, Suite 520, Arlington Hts., IL 60005","positions":[{"description":"Concentrating in all types of Plaintiff\'s Personal Injury, Medical Malpractice, Nursing Home Neglect, and Wrongful Death Litigation. Concentrating in all types of Plaintiff\'s Personal Injury, Medical Malpractice, Nursing Home Neglect, and Wrongful Death Litigation.","duration":"Jan 2013 Dec 2018 6 years","duration_short":"6 years","end_date":"Dec 2018","start_date":"Jan 2013","subtitle":"Law Offices of Jeffrey E. Martin, LLC","title":"Owner"}],"url":""},{"company":"Levin & Perconti","company_id":"levin-&-perconti","location":"Chicago, IL","positions":[{"description":"Jeffrey has practiced plaintiff’s personal injury law since 1982. Dedicated to representing those injured through the negligence of others, Jeff’s hard-work ethic focuses on meeting his client\'s needs with compassion and diligence while paying meticulous attention to complex case details.Jeff has achieved numerous multi-million dollar results, including cases turned down by other attorneys, e.g., $2 million settlement for death of 62-year-old husband/father for failure to diagnose a cardiac tamponade; $300,000 settlement for irritable bowel syndrome from laparoscopy; $975,000 settlement for a right ulnar nerve injury during a cardiac ablation (Jeff was asked to represent her after she served as a juror for one of his trials); $2.25 million settlement against a Chicago hospital for failure to timely treat infection in a young boy recovering from leukemia. Most recently, Jeff was honored to represent and obtain a $4.5 million recovery for a college student whose adrenal corticol carcinoma went undiagnosed and untreated for 14 1/2months. With a physically disabled client, Jeff met with Springfield legislators to demonstrate the injustice of tort reform.","duration":"Apr 2000 Jan 2013 12 years 10 months","duration_short":"12 years 10 months","end_date":"Jan 2013","start_date":"Apr 2000","subtitle":"Levin & Perconti","title":"Partner"}],"url":"https://www.linkedin.com/company/levin-&-perconti"},{"company":"Bruce Pfaff & Associates","company_id":null,"location":"Chicago, IL","positions":[{"description":"Plaintiff\'s personal injury practice Plaintiff\'s personal injury practice","duration":"Sep 1999 Feb 2000 6 months","duration_short":"6 months","end_date":"Feb 2000","start_date":"Sep 1999","subtitle":"Bruce Pfaff & Associates","title":"Associate"}],"url":""},{"company":"Karlin & Fleisher","company_id":null,"location":"Chicago, IL","positions":[{"description":"Plaintiff\'s personal injury practice, including medical malpractice, airline accidents, motor vehicle collisions, defective products, railroad injuries, premises liability and other causes of wrongful death actions. Plaintiff\'s personal injury practice, including medical malpractice, airline accidents, motor vehicle collisions, defective products, railroad injuries, premises liability and other causes of wrongful death actions.","duration":"Nov 1982 Aug 1999 16 years 10 months","duration_short":"16 years 10 months","end_date":"Aug 1999","start_date":"Nov 1982","subtitle":"Karlin & Fleisher","title":"Partner"}],"url":""}]', '["Octavia L. Powell “I had the good fortune of teaming up with Jeff, as co-counsel, on the litigation end. It was such a pleasure to share a case with Jeff since he is a first-rate attorney who demonstrated a great wealth of litigation knowledge. What I observed, as equally important, was his very responsive, patient, kind and reassuring demeanor to the case and our client from start to finish. I highly recommend Jeff and would not hesitate to refer his services.”","Lynn Geerdes “Jeff is an experienced litigation attorney who practices with the highest level of professionalism, excellence, and integrity while at the same time being an extremely zealous advocate for his clients--I should know as I\'ve been on the opposing side. Jeff is always thoroughly prepared down to the smallest detail and clients should welcome his superior representation and compassion.”"]']
User: ['Melody Fox', 'Experienced Attorney with a demonstrated history of working in the law practice industry. Skilled in Personal Injury Law.', 'Advocating for the injured with compassion and precision.', 'Stein & Fox LLC', '[{"company":"Stein & Fox LLC","company_id":"steinfoxllc","industry":"Law Practice","location":"Greater Atlanta Area","positions":[{"description":"","duration":"Jan 2019 - Present 2 years 11 months","duration_short":"2 years 11 months","end_date":"Present","start_date":"Jan 2019","subtitle":"Stein & Fox LLC","title":"Managing Partner"}],"url":"https://www.linkedin.com/company/steinfoxllc"},{"company":"Stein and Nash, LLC","company_id":null,"location":"Greater Atlanta Area","positions":[{"description":"","duration":"Aug 2018 Dec 2018 5 months","duration_short":"5 months","end_date":"Dec 2018","start_date":"Aug 2018","subtitle":"Stein and Nash, LLC","title":"Managing Partner"}],"url":""},{"company":"Foy and Associates","company_id":null,"location":"Greater Atlanta Area","positions":[{"description":"","duration":"Jan 2018 Aug 2018 8 months","duration_short":"8 months","end_date":"Aug 2018","start_date":"Jan 2018","subtitle":"Foy and Associates","title":"Attorney"}],"url":""},{"company":"Stein and Nash, LLC","company_id":null,"location":"Greater Atlanta Area","positions":[{"description":"","duration":"Sep 2016 Jan 2018 1 year 5 months","duration_short":"1 year 5 months","end_date":"Jan 2018","start_date":"Sep 2016","subtitle":"Stein and Nash, LLC","title":"Attorney"}],"url":""},{"company":"Lister & Holt LLC","company_id":"lister-&-holt-llc","location":"Greater Atlanta Area","positions":[{"description":"","duration":"Nov 2014 Sep 2016 1 year 11 months","duration_short":"1 year 11 months","end_date":"Sep 2016","start_date":"Nov 2014","subtitle":"Lister & Holt LLC","title":"Lead Trial Attorney"}],"url":"https://www.linkedin.com/company/lister-&-holt-llc"},{"company":"State of Georgia Office of the Attorney General, Medicaid Fraud Control Unit","company_id":"state-of-georgia-office-of-the-attorney-general","location":"Atlanta, GA","positions":[{"description":"","duration":"Aug 2013 Oct 2014 1 year 3 months","duration_short":"1 year 3 months","end_date":"Oct 2014","start_date":"Aug 2013","subtitle":"State of Georgia Office of the Attorney General, Medicaid Fraud Control Unit","title":"Fraud Investigator"}],"url":"https://www.linkedin.com/company/state-of-georgia-office-of-the-attorney-general"},{"company":"DeKalb County District Attorney\'s Office","company_id":null,"location":"Decatur, GA","positions":[{"description":"","duration":"Jan 2012 May 2012 5 months","duration_short":"5 months","end_date":"May 2012","start_date":"Jan 2012","subtitle":"DeKalb County District Attorney\'s Office","title":"Legal Intern"}],"url":""},{"company":"Zweifel Law Firm","company_id":null,"location":"Atlanta, GA","positions":[{"description":"","duration":"Oct 2008 Feb 2011 2 years 5 months","duration_short":"2 years 5 months","end_date":"Feb 2011","start_date":"Oct 2008","subtitle":"Zweifel Law Firm","title":"Paralegal"}],"url":""},{"company":"Georgia Asylum and Immigration Network (GAIN)","company_id":"georgiaasylum","location":"Atlanta, GA","positions":[{"description":"","duration":"May 2010 Dec 2010 8 months","duration_short":"8 months","end_date":"Dec 2010","start_date":"May 2010","subtitle":"Georgia Asylum and Immigration Network (GAIN)","title":"Legal Intern"}],"url":"https://www.linkedin.com/company/georgiaasylum"}]', '["Mark Thompson “Melody Toddy was an exemplary employee. She was a hard worker who did not shy away from taking on additional responsibility.”","Rob Jorden “I had the pleasure of working with Melody for several years before she returned to school. I always found her to be the ultimate professional in her duties. She was extremely well organized and detail oriented. She was the go to person for tech assistance in our organization. The main office always ran smoothly during her period as office administrator and her presence was definitely missed on her departure. I feel she would be a valuable addition to any firm she was to become associated with and wish her well. Robert Jorden, Director of Training DC 15 IUPAT”"]']### Assistant: The agent's job is to represent individuals who have been injured by the negligence of others, and today the user is reaching out to the agent because they need assistance with a personal injury case.
|
### Human: Agent: ['Bill Schwab, CAE', 'Specialties: Leadership skill training, Meeting facilitation, Keynote and group presentations/speeches, Strategic planning preparation and facilitation.', 'President at Schwab & Associate LLC', 'Schwab & Associates LLC', '[{"company":"Schwab & Associates LLC","company_id":"schwab-&-associate-llc","industry":"Business Skills Training","location":"","positions":[{"description":"","duration":"May 2008 - Present 13 years 11 months","duration_short":"13 years 11 months","end_date":"Present","start_date":"May 2008","subtitle":"Schwab & Associates LLC","title":"Owner"}],"url":"https://www.linkedin.com/company/schwab-&-associate-llc"},{"company":"Construction Financial Management Association","company_id":null,"location":"","positions":[{"description":"Retired as President & CEO, Bill was the Chief Staff Officer for CFMA, \\"the source & resource for construction financial professional excellence\\", the only nonprofit organization dedicated to serving the construction financial professional through education & networking. This organization provides member services to over 7,000 members across the country with 88 chapters. Retired as President & CEO, Bill was the Chief Staff Officer for CFMA, \\"the source & resource for construction financial professional excellence\\", the only nonprofit organization dedicated to serving the construction financial professional through education & networking. This organization provides member services to over 7,000 members across the country with 88 chapters.","duration":"Apr 1991 Jul 2008 17 years 4 months","duration_short":"17 years 4 months","end_date":"Jul 2008","start_date":"Apr 1991","subtitle":"Construction Financial Management Association","title":"President & CEO"}],"url":""},{"company":"CFMA","company_id":"cfma","location":"","positions":[{"description":"","duration":"1995 2008 13 years","duration_short":"13 years","end_date":"2008","start_date":"1995","subtitle":"CFMA","title":"President & CEO"}],"url":"https://www.linkedin.com/company/cfma"},{"company":"MASAE","company_id":null,"location":"","positions":[{"description":"","duration":"2005 2007 2 years","duration_short":"2 years","end_date":"2007","start_date":"2005","subtitle":"MASAE","title":"Past President"}],"url":""}]', '["Richard W. (Dick) Rice “I have known Bill for 20 years and worked closely with him during my time as President and a member of the Executive Committee as well as other committee chairmanships of CFMA. During that time I\'ve had the opportunity to observe Bill\'s work as a meeting planner, Facilitator, Employer and Leader as well as Strategic thinker. In my experience Bill handled all of those positions exceptionally well. If you are looking for a highly motivated self starter to assist you in developing a Leadership plan for your employees, assisting you in creating a Strategic plan for your company or to facilitate your company meetings I am sure you will not be dissapointed with Bill.”","Mel BurgEs, CCIFP “It is a real pleasure to have the opportunity to recommend Bill for his work at CFMA. I worked with Bill for several years at CFMA and he was always a pure example of excellence. He lead by example and his excellence was a sure fire motivator for me to strive for excellence also. Bill\'s training sessions were always filled with \\"practical meat\\" that we could take back to our home towns and put right into action. I owe Bill a great deal of gratitude for my elevation to the officer level at CFMA and his training and public speaking skills are second to none.”"]']
User: ['Michael Randolph', "Hi, I'm Mike Randolph! My history of success is directly related to my ability to create and execute robust strategic plans, identify talent development trends, and maximize employee retention. I am an expert at people development, talent management, and workforce development. I am skilled at spearheading cross-functional leadership development and company-wide onboarding initiatives. I successfully promote diversity, equity, and inclusion as well as thrive in dynamic environments and quickly adapt to ever-changing demand in the workplace. I possess exceptional communication skills with demonstrated ability to expand business coverage through relationship building across various departments. My goal in life is to help create people-focused solutions to address real world problems, and I do so through radically candid leadership and domain expertise.", 'Growth-focused professional with comprehensive, multifaceted experience in developing talent within organizations, leading all aspects of talent development, and promoting performance culture.', 'Tesla', '[{"company":"Tesla","company_id":"tesla-motors","industry":"Motor Vehicle Manufacturing","location":null,"positions":[{"description":"","duration":"Jul 2020 - Present 1 year 8 months","duration_short":"1 year 8 months","end_date":"Present","start_date":"Jul 2020","subtitle":"Tesla","title":"Senior Manager, Talent Management"},{"description":"","duration":"Oct 2019 Jul 2020 10 months","duration_short":"10 months","end_date":"Jul 2020","start_date":"Oct 2019","subtitle":"Tesla","title":"Staff Program Manager, Talent Management"},{"description":"","duration":"Oct 2018 Oct 2019 1 year 1 month","duration_short":"1 year 1 month","end_date":"Oct 2019","start_date":"Oct 2018","subtitle":"Tesla","title":"Associate Manager, Learning and Development"},{"description":"","duration":"Jun 2017 Sep 2018 1 year 4 months","duration_short":"1 year 4 months","end_date":"Sep 2018","start_date":"Jun 2017","subtitle":"Tesla","title":"Supervisor, Learning and Development"},{"description":"","duration":"Jan 2017 Jun 2017 6 months","duration_short":"6 months","end_date":"Jun 2017","start_date":"Jan 2017","subtitle":"Tesla","title":"Knowledge Management Lead"},{"description":"","duration":"Sep 2016 Dec 2016 4 months","duration_short":"4 months","end_date":"Dec 2016","start_date":"Sep 2016","subtitle":"Tesla","title":"Senior Learning Experience Designer"}],"url":"https://www.linkedin.com/company/tesla-motors"},{"company":"Brainlab","company_id":"brainlab","location":null,"positions":[{"description":"","duration":"Sep 2014 Aug 2016 2 years","duration_short":"2 years","end_date":"Aug 2016","start_date":"Sep 2014","subtitle":"Brainlab","title":"Instructional Designer - Radiotherapy Team Lead"},{"description":"","duration":"Jan 2013 Aug 2014 1 year 8 months","duration_short":"1 year 8 months","end_date":"Aug 2014","start_date":"Jan 2013","subtitle":"Brainlab","title":"Instructional Designer"}],"url":"https://www.linkedin.com/company/brainlab"},{"company":"Blackboard","company_id":"blackboard","location":"Greater Chicago Area","positions":[{"description":"","duration":"Jun 2012 Sep 2012 4 months","duration_short":"4 months","end_date":"Sep 2012","start_date":"Jun 2012","subtitle":"Blackboard","title":"Regional Sales Manager, Blackboard Engage"}],"url":"https://www.linkedin.com/company/blackboard"},{"company":"CDW","company_id":"cdw","location":"Greater Chicago Area","positions":[{"description":"","duration":"Jul 2011 Jun 2012 1 year","duration_short":"1 year","end_date":"Jun 2012","start_date":"Jul 2011","subtitle":"CDW","title":"Account Manager"}],"url":"https://www.linkedin.com/company/cdw"},{"company":"Enterprise Rent-A-Car","company_id":"enterprise-rent-a-car","location":"Des Moines, Iowa Area, Quad Cities IL/IA","positions":[{"description":"","duration":"Aug 2010 Jun 2011 11 months","duration_short":"11 months","end_date":"Jun 2011","start_date":"Aug 2010","subtitle":"Enterprise Rent-A-Car","title":"Account Specialist/Management Trainee"}],"url":"https://www.linkedin.com/company/enterprise-rent-a-car"},{"company":"Central China Normal University","company_id":null,"location":"Wuhan, China","positions":[{"description":"","duration":"Aug 2009 Jul 2010 1 year","duration_short":"1 year","end_date":"Jul 2010","start_date":"Aug 2009","subtitle":"Central China Normal University","title":"Foreign Expert and Teacher"}],"url":""},{"company":"Dance Marathon","company_id":null,"location":"Rock Island, IL","positions":[{"description":"","duration":"Oct 2008 May 2009 8 months","duration_short":"8 months","end_date":"May 2009","start_date":"Oct 2008","subtitle":"Dance Marathon","title":"Executive Director"}],"url":""},{"company":"Augustana College Office of Student Activities","company_id":null,"location":"Rock Island, IL","positions":[{"description":"","duration":"Apr 2007 Nov 2008 1 year 8 months","duration_short":"1 year 8 months","end_date":"Nov 2008","start_date":"Apr 2007","subtitle":"Augustana College Office of Student Activities","title":"Technical Coordinator"}],"url":""}]', '["Chloe Kambach “Mike is a fantastic partner and coworker. He is someone who is highly dependable, detail oriented, and well regarded by everyone he works with. His ability to manage large projects and competing priorities makes him a great asset to the team!”","MARIA ROMO “In Sept of 2016 I had a great win - I convinced Mike Randolph to join our company. I know what we needed to do for our division\'s growth and Mike had those skills. As our needs evolved and we needed another leader on the team, he was a natural fit as his peers already looked to him for guidance and opinion. It\'s been a pleasure to see him continue to grow and be promoted for his contributions to the company and his teammates. He was a integral part of our team\'s success.”"]']### Assistant: The agent's job is to provide leadership skill training and strategic planning facilitation, and today, the agent is reaching out to the user because they need assistance in creating a robust strategic plan for their company.
|
### Human: Agent: ['Ian Conover', "I'm a licensed fiduciary who coaches individuals on their personal savings, investment, and retirement plans. I work with my clients over the course of their lifetime and I'm there for them each step of the way -no matter what the goal. I have the privilege of serving incredibly talented and creative professionals in the entertainment, media, and technology world. Primarily, my clients work at cutting-edge, high tech firms like Facebook, Netflix, Hulu, Snap, Spotify, SpaceX, Tesla, Electronic Arts, Amazon, Microsoft, etc. Learn More: Facebook Employees: https://www.brancovfinancial.com/facebook-employees.html Other Tech Employees: https://www.brancovfinancial.com/401k-management.html Why? I decided to work with Facebook and tech sector employees, because I had already been working in the Silicon Beach area of Los Angeles for a VR company; I wanted to build my financial planning practice around helping those people, and soon learned that I was able to bring them the most value. One reason is that tech employees tend to be compensated in Restricted Stock Units, which creates a unique need for investment advice. Our firm also has a unique ability to offer portfolio management directly on 401k platforms like Fidelity and Vanguard. This allows us to advise on our clients' 401k and RSU accounts as well as overall financial plans. By allowing us to manage their 401ks, our clients receive access to professional financial consultation (as much and as often as desired) in addition to portfolio management. This is the win-win concept of our service, and we truly believe our services pay for themselves over time. || FINANCIAL PLANNING PRACTICE || My team of five is dynamic, hard-working and empathetic. We're comprehensive financial planners -- so what does that mean? Ultimately, we give you back TIME and PEACE OF MIND. Some of the various topics we cover include: -- Planning for a house purchase, both residential and investment -- Reviewing your 401(k)/403(b)/IRAs - are you on track for retirement, and what about those old 401ks from previous employers? -- Do you have a tax-efficient investing strategy? -- Have Stock Options or Restricted Stock Units? Not sure what to do with them? -- Learning more about investing, saving, and building true wealth. You owe it to yourself to have an intentional, proactive plan around your finances so that your hard work is not lost! Book a time to talk on my calendar here: meetings.hubspot.com/iconover Or give me a ring on my cell if you want to explore: (818) 939 -3695", 'Independent Financial Advisor', 'BRANCOV FINANCIAL SERVICES', '[{"company":"BRANCOV FINANCIAL SERVICES","company_id":"brancov-financial-services","industry":"Financial Services","location":"","positions":[{"description":"I decided to move to an Independent Financial Advisory, Brancov Financial, in order to offer my clients better service. As an independent, fiduciary financial advisor, I can offer services that are individually tailored, and are truly in my clients\' best interest. I\'m here to work with my clients on a personal level, and help them make the right financial decisions for their lives. In a world of big data, we are the \\"Mom & Pop\\" of financial services. You\'re not a number to us. You\'re a person that we care about. Schedule a time to talk: https://meetings.hubspot.com/iconoverRepresentative registered with and offers only securities and advisory services through PlanMember Securities Corporation (PSEC) a registered broker/dealer, investment advisor and member FINRA/SIPC. 6187 Carpinteria Avenue Carpinteria, CA 93013. (800)874-6910. PSEC is not liable for ancillary products or services offered by this representative or Brancov Financial Services. PlanMember Securities Corporation and Brancov Financial Services are independently owned and operated companies.","duration":"Aug 2018 - Present 3 years","duration_short":"3 years","end_date":"Present","start_date":"Aug 2018","subtitle":"BRANCOV FINANCIAL SERVICES","title":"Financial Advisor"}],"url":"https://www.linkedin.com/company/brancov-financial-services"},{"company":"AXA Advisors, LLC","company_id":"axa-advisors","location":"Los Angeles, California, United States","positions":[{"description":"I was recruited to work for AXA Advisors, and jumped at the chance to build my own business within the finance industry. At AXA, I earned my Series 7 (stockbroker), and Series 66 (Fiduciary) licenses. Through their intensive training program, I learned the core strategies that comprise a comprehensive financial plan including wealth management, tax optimization, and insurance protection. I was recruited to work for AXA Advisors, and jumped at the chance to build my own business within the finance industry. At AXA, I earned my Series 7 (stockbroker), and Series 66 (Fiduciary) licenses. Through their intensive training program, I learned the core strategies that comprise a comprehensive financial plan including wealth management, tax optimization, and insurance protection.","duration":"Feb 2017 Aug 2018 1 year 7 months","duration_short":"1 year 7 months","end_date":"Aug 2018","start_date":"Feb 2017","subtitle":"AXA Advisors, LLC","title":"Financial Consultant"}],"url":"https://www.linkedin.com/company/axa-advisors"},{"company":"Self-employed","company_id":null,"location":"Los Angeles, California, United States","positions":[{"description":"As video marketing started to take off as it\'s own industry, I decided to start a company with a few partners that would provide professional video content to small businesses. We were able to grow through developing partnerships with larger marketing companies acting as a \'white label\' third party production company. At this role, I started to transition away from creative work, and towards business growth and management. As video marketing started to take off as it\'s own industry, I decided to start a company with a few partners that would provide professional video content to small businesses. We were able to grow through developing partnerships with larger marketing companies acting as a \'white label\' third party production company. At this role, I started to transition away from creative work, and towards business growth and management.","duration":"2015 2017 2 years","duration_short":"2 years","end_date":"2017","start_date":"2015","subtitle":"Self-employed","title":"Trendr Social"}],"url":""},{"company":"BiteSize Networks","company_id":"mevio.com","location":"Los Angeles, California, United States","positions":[{"description":"I started working for BiteSizeTV as a production assistant and worked my way up to camera operator, editor, and eventually a video producer for a nationally syndicated TV show called Hollywood Today Live. I also freelanced on a wide variety of shows and productions for FOX, BET, NFL, MLB, MLS, Disney, and more. I started working for BiteSizeTV as a production assistant and worked my way up to camera operator, editor, and eventually a video producer for a nationally syndicated TV show called Hollywood Today Live. I also freelanced on a wide variety of shows and productions for FOX, BET, NFL, MLB, MLS, Disney, and more.","duration":"2013 2015 2 years","duration_short":"2 years","end_date":"2015","start_date":"2013","subtitle":"BiteSize Networks","title":"Producer"}],"url":"https://www.linkedin.com/company/mevio.com"},{"company":"BRANCOV FINANCIAL SERVICES","company_id":"brancov-financial-services","location":"","positions":[{"description":"While in college, I did an internship with Brancov Financial (my current firm). Here I was given an introduction to the financial services business via a mentorship program. I learned the ins and outs of small business management, marketing, and client service. While in college, I did an internship with Brancov Financial (my current firm). Here I was given an introduction to the financial services business via a mentorship program. I learned the ins and outs of small business management, marketing, and client service.","duration":"2012 2013 1 year","duration_short":"1 year","end_date":"2013","start_date":"2012","subtitle":"BRANCOV FINANCIAL SERVICES","title":"Intern"}],"url":"https://www.linkedin.com/company/brancov-financial-services"}]', '["“As creatives, some of us don\'t lean heavily enough into our financial health set up. Financial health equals freedom. Ian and Jean-Baptiste helped pacify my concerns around things not being set up the best way they could be. They helped me make the most of my employer benefits -including 401k, restricted stock units, and a back door Roth IRA. They took the time to educate me on my options and worked with me to create a complete financial plan. Would highly recommend. ”","“Ian is an extremely knowledgeable financial professional. Ian has been stellar in helping me develop a strategic financial plan for the future in addition to providing sound advice around RSU\'s and 401K options. Would highly recommend!”","“After working with Ian, I now understand the true value of a financial advisor. Being able to consult with a professional for my financial decisions gives me confidence in my plan. I would highly recommend him.”","“Ian helped me set up my 401k contributions and investments. I feel much more secure now that I understand my retirement plan and would highly recommend! ”","“Prior to meeting with Ian, I never saw the value of having a life insurance plan nor did I see the importance of having a cash value plan. Like most who get their first policy, I was very unsure if investing in myself was the best thing for me. A year later I couldn\'t be happier because I know my decision will put me and my family in a better position. Ian took the time to make sure what my objective was and thoroughly explained how proper protection would help me meet my investment objectives. It felt great to have someone know that personal finance isn’t a one size fits all strategy. ”","“Such a pleasure working with Ian. Very knowledgeable and consistently follow through with everything. I would definitely recommend him to my family and friends. ”"]']
User: ['Daniel S.', 'Email: yiwork01@gmail.com', 'Engineer, Pilot', 'Apple', '[{"company":"Apple","company_id":"apple","industry":"Consumer Electronics","location":"Cupertino, California, United States","positions":[{"description":"","duration":"2020 - Present 1 year","duration_short":"1 year","end_date":"Present","start_date":"2020","subtitle":"Apple","title":"Software Engineer"}],"url":"https://www.linkedin.com/company/apple"},{"company":"CryptoMove","company_id":"cryptomove","location":"San Francisco Bay Area","positions":[{"description":"","duration":"Mar 2019 2020 1 year","duration_short":"1 year","end_date":"2020","start_date":"Mar 2019","subtitle":"CryptoMove","title":"Software Engineer"}],"url":"https://www.linkedin.com/company/cryptomove"},{"company":"AirDeck Technologies US, Inc.","company_id":"airdec-ktech","location":"San Jose","positions":[{"description":"","duration":"Jul 2017 Feb 2019 1 year 8 months","duration_short":"1 year 8 months","end_date":"Feb 2019","start_date":"Jul 2017","subtitle":"AirDeck Technologies US, Inc.","title":"Founding Software Engineer - full stack"}],"url":"https://www.linkedin.com/company/airdec-ktech"},{"company":"Trusiness LLC","company_id":null,"location":"San Jose","positions":[{"description":"","duration":"May 2016 May 2017 1 year 1 month","duration_short":"1 year 1 month","end_date":"May 2017","start_date":"May 2016","subtitle":"Trusiness LLC","title":"Founding Full Stack Engineer"}],"url":""},{"company":"University of Arizona","company_id":"uarizona","location":"Tucson, Arizona Area","positions":[{"description":"• Researched in Named Data networking; Future Internet architecture ( http://named-data.net/) • Researched in Named Data networking; Future Internet architecture ( http://named-data.net/)","duration":"May 2015 Jul 2015 3 months","duration_short":"3 months","end_date":"Jul 2015","start_date":"May 2015","subtitle":"University of Arizona","title":"Assistant Research"}],"url":"https://www.linkedin.com/company/uarizona"}]', '["Rakesh Kandibanda “It was my pleasure working with Daniel. He has great innovative ideas and knows how to make these ideas happen into reality part of the product. He is strong in algorithms design and data structures. He pays attention to minute details and always willing to get things done the best possible way. We worked together on creating a fully functional private cloud product during which he never compromised on quality and delivered the feature set on time with lot of innovation part of the design. Always willing to go extra mile and deliver the best design and product. Daniel always keeps himself up to date on latest technologies and frameworks and willing to apply right tools to the right problems at hand. I highly reccomend him.”","Shaun Au “Daniel is a gifted software engineer with a passion for new technology and new tools. He thrives on discovering creative solutions for complex front end and back end engineering challenges. He’s also a detail oriented developer with keen eyes for frictionless user experience. He is also a solid team player who loves to participate in design sprints and delivers in an agile environment. Daniel is a valuable asset to any product development team. ”"]']### Assistant: The agent's job is to provide comprehensive financial planning services to individuals in the entertainment, media, and technology industry, and today, the user is reaching out to the agent because they need assistance in optimizing their employer benefits and creating a complete financial plan.
|
### Human: Agent: ['Tim Marszalkowski', 'Working hard and smart has got me to where I am today. With the ability to think on my feet which gives me a leg up on most. I am able to process situations and make judgments that will be in the best interest of all involved and add profit to the bottom line of both carrier and customer. I am also a Mulit-award winner of R+L Carriers Presidents Club. This award is achieved by less than 1% of the company!Specialties: Employee retention, Purchasing, Pricing negotiations, Sales, Loyalty, Public speaking.', 'Presidents Club Multi-Award Winner for R+L Carriers', 'R&L Carriers', '[{"company":"R&L Carriers","company_id":"r-l-carriers","industry":"Truck Transportation","location":"","positions":[{"description":"To bring value to the compay\'s employees, owners and board members by providing exceptational service and fair prices. With that in mind, we will enjoy growth and prosperity for years to come with team work.Working hard and smart has got me to where I am today. I do not work the traditional work day. I work what the job entails. I have the ability to think on my feet which gives me a leg up on most. I am able to process situations and make judgments that will be in the best interest of all involved. I believe that being part of a team will help oneself and the organization.I am a Multi-award winner of our PRESIDENTS CLUB within R+L Carriers. This recognition happens to only .5% of the company. This is awarded to sales which is obtained in 3 categories, LTL goal, Supply Chain goal and Ground Logistics goal. Hitting these goals for 3 months straight gets you into the Presidents Club.","duration":"Jul 2009 - Present 12 years 4 months","duration_short":"12 years 4 months","end_date":"Present","start_date":"Jul 2009","subtitle":"R&L Carriers","title":"Account Executive"}],"url":"https://www.linkedin.com/company/r-l-carriers"},{"company":"Mid-States Express","company_id":"mid-states-express","location":"","positions":[{"description":"Job duties were overseeing all terminal operations for six facilities in the Mid-West including supervisory responsibilities for terminal managers.Effectively restructured each terminal, bringing labor to revenue ratios profitable by analyzing lane density, logistics, arrival patterns, labor staffing, equipment, vendor needs, and agents.Improved margins of revenue and distributions networks and service times.Recruited, trained, and maintained employees by creating enjoyable work environment where employees feel respected.Worked with customers on freight classifications and packaging issues resulting in true freight management.Worked with customers on logistical problems, supply chain management and creating consolidation centers for cost savings.Brought on and maintained company’s third and sixth largest national accounts.Negotiated long-term national account contracts that benefit the company as well as the customer.","duration":"Mar 1997 Mar 2009 12 years 1 month","duration_short":"12 years 1 month","end_date":"Mar 2009","start_date":"Mar 1997","subtitle":"Mid-States Express","title":"Eastern Regional Manager"}],"url":"https://www.linkedin.com/company/mid-states-express"},{"company":"Viking Freight System","company_id":null,"location":"","positions":[{"description":"","duration":"1992 1997 5 years","duration_short":"5 years","end_date":"1997","start_date":"1992","subtitle":"Viking Freight System","title":"Account Executive"}],"url":""},{"company":"Kuntzman Trucking","company_id":null,"location":"","positions":[{"description":"","duration":"1991 1992 1 year","duration_short":"1 year","end_date":"1992","start_date":"1991","subtitle":"Kuntzman Trucking","title":"Vice President Sales"}],"url":""}]', '["Michael J. Cheselka, Jr., JD “Excellent problem solver and his vision allows him to avoid trouble before it appears. Good dude.”","Earl (Bill) Mourne “Tim is an exceptional people person. While at Mid States he was able to recruit and retain employees. He created an atmosphere that was as low stress as possible as well as being conducive to productivity. He is a knowledgeable transportation professional with a myriad of expeience.”"]']
User: ['Chris Wimmer', 'Grandpa to two little ones', 'Consultant for Physical Safety and Emergency Management to Genentech at PRO Unlimited', 'Grandpa Works', '[{"company":"Grandpa Works","company_id":null,"location":"Home","positions":[{"description":"","duration":"Sep 2020 - Present 11 months","duration_short":"11 months","end_date":"Present","start_date":"Sep 2020","subtitle":"Grandpa Works","title":"Retired - Grandpa to Lucy and Mark"}],"url":""},{"company":"PRO Unlimited","company_id":"pro-unlimited","location":"South San Franccisco","positions":[{"description":"","duration":"Sep 2020 - Present 11 months","duration_short":"11 months","end_date":"Present","start_date":"Sep 2020","subtitle":"PRO Unlimited","title":"Pro-Unlimited consultant for Physical Safety and Emergency Management to Genentech"}],"url":"https://www.linkedin.com/company/pro-unlimited"},{"company":"Self","company_id":"cranesvarsity","location":"California, United States","positions":[{"description":"","duration":"Jul 2020 Aug 2020 2 months","duration_short":"2 months","end_date":"Aug 2020","start_date":"Jul 2020","subtitle":"Self","title":"Semi Retired"}],"url":"https://www.linkedin.com/company/cranesvarsity"},{"company":"Genentech","company_id":"genentech","location":null,"positions":[{"description":"","duration":"2018 Jul 2020 2 years","duration_short":"2 years","end_date":"Jul 2020","start_date":"2018","subtitle":"Genentech","title":"Principal, Facility Recovery and Safety"},{"description":"","duration":"2004 Jul 2020 16 years","duration_short":"16 years","end_date":"Jul 2020","start_date":"2004","subtitle":"Genentech","title":"Facility Recovery and Safety Manager"},{"description":"","duration":"2003 Jul 2020 17 years","duration_short":"17 years","end_date":"Jul 2020","start_date":"2003","subtitle":"Genentech","title":"Facilities Recovery and Safety Manager"}],"url":"https://www.linkedin.com/company/genentech"},{"company":"Chevron","company_id":"chevron","location":"","positions":[{"description":"Emergency Supervisor for Chevron specializing in Office Facility Emergency Managment and Logistics in Oil Spill Response.","duration":"Sep 1972 Mar 2003 30 years 7 months","duration_short":"30 years 7 months","end_date":"Mar 2003","start_date":"Sep 1972","subtitle":"Chevron","title":"Emergency Preparedness Supervisor"}],"url":"https://www.linkedin.com/company/chevron"}]', '["“Chris is an experienced disaster professional with a fabulous knowledge of Preparedness, Response and Recovery. He has an in-depth understanding of facilities issues as well as a good grounding in the needs of the business units that they support. He is a team builder and collaborator who can bring together many different people, views and objectives to a common goal. He is a wonderful leader and is constantly re-evaluating current processes to see if they are still providing the proper value or if there is a better way to get to the same goal. I\'ve learned a lot of valuable management skills from working for Chris and try to create the same sort of team environment now that I had working for him. I continue to network with him and bounce ideas around on weighty projects. All around he is definitely one of the \\"go to guys\\" in this industry!”","“Chris is a dedicated, intelligent, and resourceful manager that knows how to get the point across to large groups, committees or individual contributors. He\'s serious about his field of safety and recovery but also knows how to have fun and make a topic attractive to all. He\'s an overall GREAT guy!”"]']### Assistant: The agent's job is to work as an Account Executive for R&L Carriers, and today they are reaching out to the user because they need assistance with physical safety and emergency management consulting for their company.
|
### Human: Agent: ['Catherine Walstad', 'Thoughtful, solution oriented leader with a natural ability to build teams, and activate strategies that deliver results. Exceptional problem solver with the appetite and ability to quickly grasp and leverage new media and technologies. Broad knowledge of the traditional and digital media space. Analytical with the ability to turn research, data and results into action.Specialties: Digital and traditional media and account strategy. Programmatic media. Media attribution. Execution and operations. Leadership. Change management. Brand Experience:American Home ShieldAT&TChoice HotelsCokeDHLGEGMThe Home DepotIntelJ&J MotrinJ&J ViactivKleenexLenovoNissanRoyal CaribbeanSamsungSchwabService Master RestoreSonySunTerminixTylenolVisaVolkswagen', 'Vice President, MA Media at Marketing Architects', 'Marketing Architects', '[{"company":"Marketing Architects","company_id":"marketingarchitects","industry":"Marketing and Advertising","location":null,"positions":[{"description":"As Vice President, MA Media, Dettloff oversees the company\'s video strategy, systems and operations. Dettloff\'s duties include leading the Media team in support of MA\'s portfolio of clients, as well as the planning, management and onboarding of new video clients.Marketing Architects is an All-Inclusive TV agency that gives performance brands access to high-quality, effective TV campaigns without the traditional high entry cost and ongoing challenges of optimization, scale and measurement. Founded in Minneapolis, Marketing Architects has been helping companies connect with their customers in new and surprising ways for more than 20 years. For more information, please visit www.marketingarchitects.com.","duration":"Sep 2016 - Present 5 years 1 month","duration_short":"5 years 1 month","end_date":"Present","start_date":"Sep 2016","subtitle":"Marketing Architects","title":"Vice President, MA Media"},{"description":"","duration":"Sep 2015 Aug 2016 1 year","duration_short":"1 year","end_date":"Aug 2016","start_date":"Sep 2015","subtitle":"Marketing Architects","title":"Director, Media Buying Services"}],"url":"https://www.linkedin.com/company/marketingarchitects"},{"company":"LAKANA","company_id":"lakana","location":"","positions":[{"description":"As Director, Digital Agency, Dettloff oversaw the day-to-day operations of LAKANA\'s Digital Agency – one of the country’s largest digital ad agencies, executing more than 30,000 campaigns annually for local and national advertisers, agencies and media publishers. Dettloff’s duties included leading a team of 50+ across the Client Services, Design and Ad Operations disciplines, in service of more than 180 media publishers including Turner Broadcasting, Hearst Television, Graham Media, E.W. Scripps, Nexstar Broadcasting and Univision Television Group. Dettloff also oversaw the company\'s programmatic product offering.","duration":"Mar 2013 Sep 2015 2 years 7 months","duration_short":"2 years 7 months","end_date":"Sep 2015","start_date":"Mar 2013","subtitle":"LAKANA","title":"Director, Digital Agency"}],"url":"https://www.linkedin.com/company/lakana"},{"company":"Mediaspace Solutions","company_id":"mediaspace-solutions","location":"","positions":[{"description":"Developed a ground up digital offering that delivered $10MM in new business opportunities across 35 clients while implementing operational strategies and training media teams. Developed a ground up digital offering that delivered $10MM in new business opportunities across 35 clients while implementing operational strategies and training media teams.","duration":"Nov 2011 Sep 2012 11 months","duration_short":"11 months","end_date":"Sep 2012","start_date":"Nov 2011","subtitle":"Mediaspace Solutions","title":"Director of Digital"}],"url":"https://www.linkedin.com/company/mediaspace-solutions"},{"company":"Marketing Architects","company_id":"marketingarchitects","location":"","positions":[{"description":"Leveraged relationships with the largest media outlets including NBC Universal, Discovery Communications and A&E Networks to develop and manage media strategy, budgets, forecasting and results for company’s largest advertiser with over $50M in annual spending Leveraged relationships with the largest media outlets including NBC Universal, Discovery Communications and A&E Networks to develop and manage media strategy, budgets, forecasting and results for company’s largest advertiser with over $50M in annual spending","duration":"Aug 2009 Nov 2011 2 years 4 months","duration_short":"2 years 4 months","end_date":"Nov 2011","start_date":"Aug 2009","subtitle":"Marketing Architects","title":"Account Manager & Senior Media Buyer"}],"url":"https://www.linkedin.com/company/marketingarchitects"},{"company":"Irdeto (Formerly Entriq)","company_id":"entriq","location":"","positions":[{"description":"Managed projects for domestic and international company engagements across multiple US, Europe and Asia-Pacific offices. Managed projects for domestic and international company engagements across multiple US, Europe and Asia-Pacific offices.","duration":"Nov 2008 Jun 2009 8 months","duration_short":"8 months","end_date":"Jun 2009","start_date":"Nov 2008","subtitle":"Irdeto (Formerly Entriq)","title":"Senior Project Manager"}],"url":"https://www.linkedin.com/company/entriq"},{"company":"Internet Broadcasting","company_id":"internet-broadcasting","location":"","positions":[{"description":"Hired, managed and developed over 25 employees to execute local and national digital advertising campaigns across more than 70 media properties including oversight of multi-million dollar accounts for the NBCOlympics.com 2004 Athens and 2006 Torino games. Hired, managed and developed over 25 employees to execute local and national digital advertising campaigns across more than 70 media properties including oversight of multi-million dollar accounts for the NBCOlympics.com 2004 Athens and 2006 Torino games.","duration":"Mar 2000 Oct 2008 8 years 8 months","duration_short":"8 years 8 months","end_date":"Oct 2008","start_date":"Mar 2000","subtitle":"Internet Broadcasting","title":"Sales Operations & Production Manager"}],"url":"https://www.linkedin.com/company/internet-broadcasting"}]', '["Jay Hultgren “Catherine is wonderful person that has a passion for digital media. Always willing to to take the extra time and do the homework needed to deliver the best solutions for her clients. She\'s able to grasp new concepts and technology with ease and eagerness. The rare thing she\'s able to do is then apply a vision to execute those on behalf of her clients.”","Amy Supalla “Catherine is an extraordinary businesswoman and coworker. In addition to her exceptional leadership and extremely eloquent communication skills, she brings an intensity and passion to work every day that is very inspirational. She will do whatever it takes to make the client happy and is always willing to jump in and help other departments. Her entrepreneurial spirit and strive to make things better is rare and her go-getter attitude can bring positivity to any team. To say that it was a pleasure to work with her is an understatement.”"]']
User: ['Selena Hicks', 'Senior-level marketing and communications specialist with excellent written, creative, problem-solving, and interpersonal skills and a passion for brand management, project management, and team leadership.', 'Senior Marketing Communications Manager at Paradigm Education Solutions', 'Paradigm Education Solutions', '[{"company":"Paradigm Education Solutions","company_id":"paradigm-education-solutions","industry":"E-Learning Providers","location":null,"positions":[{"description":"","duration":"Oct 2020 - Present 11 months","duration_short":"11 months","end_date":"Present","start_date":"Oct 2020","subtitle":"Paradigm Education Solutions","title":"Senior Marketing Communications Manager"},{"description":"","duration":"Jan 2018 - Present 3 years 8 months","duration_short":"3 years 8 months","end_date":"Present","start_date":"Jan 2018","subtitle":"Paradigm Education Solutions","title":"Marketing and Communications Manager"}],"url":"https://www.linkedin.com/company/paradigm-education-solutions"},{"company":"JIST Career Solutions","company_id":"jist-publishing","location":null,"positions":[{"description":"","duration":"Jul 2015 Jan 2018 2 years 7 months","duration_short":"2 years 7 months","end_date":"Jan 2018","start_date":"Jul 2015","subtitle":"JIST Career Solutions","title":"Senior Product Marketing Manager"},{"description":"","duration":"Jul 2014 Jul 2015 1 year 1 month","duration_short":"1 year 1 month","end_date":"Jul 2015","start_date":"Jul 2014","subtitle":"JIST Career Solutions","title":"Product Marketing Manager"}],"url":"https://www.linkedin.com/company/jist-publishing"},{"company":"Paradigm Education Solutions","company_id":"paradigm-education-solutions","location":"Noblesville, IN","positions":[{"description":"","duration":"Mar 2013 Jun 2014 1 year 4 months","duration_short":"1 year 4 months","end_date":"Jun 2014","start_date":"Mar 2013","subtitle":"Paradigm Education Solutions","title":"Product Marketing Manager"}],"url":"https://www.linkedin.com/company/paradigm-education-solutions"},{"company":"JIST Career Solutions","company_id":"jist-publishing","location":null,"positions":[{"description":"","duration":"Jun 2011 Mar 2013 1 year 10 months","duration_short":"1 year 10 months","end_date":"Mar 2013","start_date":"Jun 2011","subtitle":"JIST Career Solutions","title":"Marketing and Public Relations Manager"},{"description":"","duration":"Oct 2008 Jun 2011 2 years 9 months","duration_short":"2 years 9 months","end_date":"Jun 2011","start_date":"Oct 2008","subtitle":"JIST Career Solutions","title":"Publicist"},{"description":"","duration":"May 2006 Oct 2008 2 years 6 months","duration_short":"2 years 6 months","end_date":"Oct 2008","start_date":"May 2006","subtitle":"JIST Career Solutions","title":"Marketing Communications Copywriter"}],"url":"https://www.linkedin.com/company/jist-publishing"}]', '["Ellen Sautter “My co-author and I really appreciated Selena\'s assistance with our two books! We\'ve published two career books through JIST Publishing, And Selena was a huge help with marketing and publicity for those books. We look forward to more collaboration with her!”","Laurence Shatkin “Selena is an accomplished publicist with highly effective writing skills. She is very knowledgeable about how to promote books and other publications. I have benefited greatly from her high-impact press releases, her blog entries, her website updates, and her facilitation of interviews with the media.”"]']### Assistant: The agent's job is to lead the Media team and support clients at Marketing Architects, and today, the agent is reaching out to the user because they need assistance with marketing and publicity for their new book published through Paradigm Education Solutions.
|
### Human: Agent: ['Ambrose WB', "I'm a young spirited entrepreneurial connector who lives and works by the motto: Work hard. Live well. I have an interest for sneakers 👟 that I keep under control, a small library 📚 in my loft, and Technic turntables 🎧 that I will learn to use, someday. I encourage people by teaching habits and skills that lead to self-empowerment 💪🏾 🔹Owner of MISPIBO Fitness 🔹Winner of WISN's A-List Best Personal Trainers 🔹Runner-Up Shepherd Express Best Personal Trainer I write articles about physical, emotional, and social health and fitness on my blog: https://www.ambrosewb.com 💎 Follow me @ 🔹https://www.instagram.com/ambrosewb1 🔹https://www.facebook.com/MispiboFitness 🔹https://www.twitter.com/AmbroseWB @AmbroseWB 🔹I teach mindfulness in schools because I believe education is the most revolutionary tool we can employ. 🔹Sometimes people come to me because I ❤️ strategy, especially in health and fitness businesses, marketing and sales, specifically. 💎 = work hard. ❤️ = *ask me. 😁 = live well. Specialties --------------- ✔️Entrepreneur ✔️Fitness ✔️Exercise ✔️Nutrition ✔️Coaching ✔️Training ✔️Wellness ✔️Social Media ✔️Public Speaking", 'Work Hard Live Well', 'MISPIBO Fitness', '[{"company":"MISPIBO Fitness","company_id":null,"location":"Greater Milwaukee Area","positions":[{"description":"MISPIBO Fitness is a lifestyle company. I\'m a habit-based coach. This means I actually teach my clients how to eat, move, and manage stress for themselves. Unlike most trainers, my goal is to get my clients to a place where they no longer need me.I give my clients two things:*support*accountabilityMy clients get - real life results that last for the remainder of their life.No one can take your mindset from you. MISPIBO Fitness is a lifestyle company. I\'m a habit-based coach. This means I actually teach my clients how to eat, move, and manage stress for themselves. Unlike most trainers, my goal is to get my clients to a place where they no longer need me.I give my clients two things:*support*accountabilityMy clients get - real life results that last for the remainder of their life.No one can take your mindset from you.","duration":"Apr 2007 - Present 14 years 10 months","duration_short":"14 years 10 months","end_date":"Present","start_date":"Apr 2007","subtitle":"MISPIBO Fitness","title":"Mental Performance Coach"}],"url":""},{"company":"SKY Schools USA","company_id":"sky-schools-usa","location":"Greater Milwaukee Area","positions":[{"description":"As the director, I\'m responsible for overseeing all aspects of local initiatives, including hiring staff, managing the budget, and marketing the program to potential participants. My duties include setting the scope of the program, setting deadlines, and delegating tasks to team members.I\'m also responsible for researching, planning, developing, and implementing our organization’s programming. Other responsibilities include the following: *Hire, train, and be a motivating mentor to staff. *Lead large group discussions to answer questions and remedy complaints.*Create and nurture effective communication within the organization. *Build a strong team through open communication and by collaborating on decision-making responsibilities. *Initiate and set goals for programs based on the organization’s strategic objectives.*Plan programs from start to finish, including identifying processes, deadlines, and milestones.*Develop and approve operations and budgets.","duration":"Jan 2016 - Present 6 years 1 month","duration_short":"6 years 1 month","end_date":"Present","start_date":"Jan 2016","subtitle":"SKY Schools USA","title":"Director of SKY Schools Milwaukee"}],"url":"https://www.linkedin.com/company/sky-schools-usa"},{"company":"Journey House, Inc.","company_id":"journey-house-inc.","location":"2110 W. Scott Street, Milwaukee, WI 53204","positions":[{"description":"Work with executive leadership and staff to design a cohesive and comprehensive youth development program for youth ages eight through eighteen, utilizing the resources of Journey House and the Clarke Square neighborhood.Develop and implement planning and project management processes to ensure the effective coordination and integration of the programs and resources.Provide support to executive leadership and staff in the areas of planning, management, program execution and communications.Collaborate with youth and adult education services management team to ensure the effective coordination of program schedules and related events for youth and familiesFoster relationships among local schools, universities, businesses and other community youth and education programs to enhance the development of youth community members.","duration":"Feb 2014 Jan 2016 2 years","duration_short":"2 years","end_date":"Jan 2016","start_date":"Feb 2014","subtitle":"Journey House, Inc.","title":"Assistant Director of Youth Programs"}],"url":"https://www.linkedin.com/company/journey-house-inc."}]', '["DeChazier Pykel “I\'ve had unpleasant experiences with personal trainers but as soon as I met Ambrose we hit it off. The main thing that sets Ambrose and Mispibo apart from any other trainer/fitness company is that he/they care. They honestly care about helping the people they are training. They don\'t see dollar signs. They are absent of greed. They really want to make a difference in people\'s lives. Ambrose is one of the most self motivated, energetic and relentlessly enthusiastic people I have ever had the pleasure of meeting and conducting business with. I highly recommend him.”","Debbie Rosado “Ambrose is an upstanding business person and extremely professional. I enjoyed working and partnering with him via Living Social. I would recommend him to anyone and feel blessed that we crossed paths.”"]']
User: ['Rob Johnson', "I'm a fitness professional with 15+ years of industry experience ranging from personal training, coaching, management, and team building. I’m a passionate person with a burning desire to help others reach their potential.", 'Director of Training and Education at Fit Republic Health | Fort Washington Fitness', 'Fit Republic Health Clubs', '[{"company":"Fit Republic Health Clubs","company_id":"fit-republic-health-clubs","industry":"Wellness and Fitness Services","location":"","positions":[{"description":"Responsible for overall development of our company’s team of personal trainers and coaches. Duties include recruitment, education, training, development, compliance, program design, community outreach and general support.","duration":"Oct 2020 - Present 10 months","duration_short":"10 months","end_date":"Present","start_date":"Oct 2020","subtitle":"Fit Republic Health Clubs","title":"Director of Training and Education"}],"url":"https://www.linkedin.com/company/fit-republic-health-clubs"},{"company":"Coach Rob","company_id":null,"location":"fresno, california","positions":[{"description":"My mission is to \\"meet\\" the client at their respective stage in the journey then to build a comprehensive program that will take them to their next level. My coaching/ programming model is tailored to both individuals and groups to elicit the best results in fitness, health, and body transformation.I have always believed that the first step in making progress- whether its in fitness or in life, is to understand ones current position and then to use that information as bridge for the future.Services:-Private Training-Nutrition & Lifestyle Coaching-Boot Camp Coach-Workplace Wellness Consultant","duration":"Apr 2014 - Present 7 years 4 months","duration_short":"7 years 4 months","end_date":"Present","start_date":"Apr 2014","subtitle":"Coach Rob","title":"Fitness Professional | Nutrition Coach | Transformation Specialist"}],"url":""},{"company":"Fort Washington Fitness","company_id":"fort-washington-fitness","location":"9471 N. Fort Washington Road Fresno, CA 93730","positions":[{"description":"","duration":"Feb 2020 Jan 2021 1 year","duration_short":"1 year","end_date":"Jan 2021","start_date":"Feb 2020","subtitle":"Fort Washington Fitness","title":"General Manager"}],"url":"https://www.linkedin.com/company/fort-washington-fitness"},{"company":"Synergy Boot Camp","company_id":null,"location":"fresno, california","positions":[{"description":"Training and leading a dynamic group of individuals through a fun, productive, and intense boot camp session","duration":"Apr 2014 Oct 2018 4 years 7 months","duration_short":"4 years 7 months","end_date":"Oct 2018","start_date":"Apr 2014","subtitle":"Synergy Boot Camp","title":"Program Director"}],"url":""},{"company":"Califitness","company_id":null,"location":"California Central Valley & Beyond","positions":[{"description":"About:Established in 2004, our mission is to be the world’s premier fitness equipment services company. We understand that what we do is not just about “nuts & bolts”; it’s about supporting a industry that promotes health, life, and wellness.Markets We Serve:- Athletics- Corporate Wellness- Schools & Universities- Health Clubs- Hospitality & Lodging- Medical & Rehabilitation","duration":"Aug 2012 Nov 2012 4 months","duration_short":"4 months","end_date":"Nov 2012","start_date":"Aug 2012","subtitle":"Califitness","title":"Director of Business Development"}],"url":""},{"company":"Fitness Together CenCal","company_id":"wellbiz-brands-inc","location":"Fresno, California Area","positions":[{"description":"At Fitness Together all we do is one-on-one fitness training in the luxury of private training suites. There are no crowds, no lines, and no sweaty equipment. Our qualified fitness professionals are trained to get you maximum results within scheduled workout times. We even include fitness assessments with every training program so you can track your result. In this environment, all the focus is on you!Fitness Together programs have worked for men and women from ages 13 to 95. Our clients come from every walk of life and many have no prior experience with exercise . Whether your goals include muscle tone, weight loss, an increase in muscle mass or cardiovascular health, we will create an individualize program for you. We know how to get results and we make it convienent and comfortable for you to get in the best shape of your life with no waiting and no distractions.Our Clients Look Good In Public, Because They Train In Private!","duration":"Oct 2007 Jan 2012 4 years 4 months","duration_short":"4 years 4 months","end_date":"Jan 2012","start_date":"Oct 2007","subtitle":"Fitness Together CenCal","title":"Co- Owner"}],"url":"https://www.linkedin.com/company/wellbiz-brands-inc"},{"company":"Signature Training by Rob","company_id":null,"location":"Fresno, California Area","positions":[{"description":"As an independent Professional Fitness Trainer, I created Signature Training By Rob to be a Mobile Fitness Training Company. I serviced clients in home, at local parks, and at select personal training venues.The objective of Signature Training By Rob was to create an intimate fitness training relationship with all cleints and to sevice them on a true individual basis. The type of I training performed varied from 1-on-1 to small groups. Signature Training By Rob built a network of clients that spanned several cities throughout the Central Valley.","duration":"May 2005 Sep 2007 2 years 5 months","duration_short":"2 years 5 months","end_date":"Sep 2007","start_date":"May 2005","subtitle":"Signature Training by Rob","title":"Owner"}],"url":""},{"company":"Bally Total Fitness","company_id":"bally-total-fitness","location":null,"positions":[{"description":"As a Bally Total Fitness Personal Training Director I was responsible for all operations as it related to personal training and nutritional sales.Some of my duties included:-Meeting Monthly/ Quarterly/ Yearly Sales Projections-Recruiting/ Hiring -Staff Training and Development-Client and Member relations-Equipement/ Facility Maintenance-Supporting Membership Sales/ Service","duration":"Sep 2003 Jan 2005 1 year 5 months","duration_short":"1 year 5 months","end_date":"Jan 2005","start_date":"Sep 2003","subtitle":"Bally Total Fitness","title":"Personal Training Director"},{"description":"As a Bally Total Fitness Operations Manager my role was to oversee and support the following departments within the club:-Personal Training-Nutritional/ Retail-Maintenance/ Housekeeping-Child CareIn this position I was responsible staff training and development, payroll, scheduling, and meeting performance objectives for each department.","duration":"Nov 2001 Sep 2003 1 year 11 months","duration_short":"1 year 11 months","end_date":"Sep 2003","start_date":"Nov 2001","subtitle":"Bally Total Fitness","title":"Operations Manager"},{"description":"As a Personal Trainer I assisted clients and members with the pursuit of their health and fitness goals. Duties included the following:-Fitness Assessments/ Evaluations-Program Upgrade/ Modification-Weight Management Coaching/ Consulting-Promotion of Bally Nutritional Products","duration":"Jan 1999 Nov 2001 2 years 11 months","duration_short":"2 years 11 months","end_date":"Nov 2001","start_date":"Jan 1999","subtitle":"Bally Total Fitness","title":"Certified Personal Trainer"}],"url":"https://www.linkedin.com/company/bally-total-fitness"},{"company":"California State University, Fresno","company_id":"california-state-university-fresno","location":"","positions":[{"description":"While pursuing a degree in Exercise Science I had the priviledge of interning with Fresno State\'s Strength and Conditioning Department. I assisted the following sports:-Men\' Track and Field-Men\'s Basketball-Women\'s Basketball-Men\'s SoccerMy duties were to assist the Head Strength Coach with supervising each teams training program(s).","duration":"Sep 1998 Jan 1999 5 months","duration_short":"5 months","end_date":"Jan 1999","start_date":"Sep 1998","subtitle":"California State University, Fresno","title":"Strength and Conditioning Intern"}],"url":"https://www.linkedin.com/company/california-state-university-fresno"}]', '["“Rob Johnson at Fitness Together has embraced the world of social networking with open arms and is utilizing it successfully! Fitness Together’s motto of “One Client, One Trainer, One Goal” has proven success for their clients, and it’s a motto we completely believe in. It was a pleasure helping Fitness Together navigate into this new social media world, and we continue to be big FANS of yours!”","“I received great personal benefits to my health through Robs personal training.”","“Rob\'s marketing is dead on accurate. No other fitness program provides the high-impact results as personal, one-on-one training.”","“Rob is very supportive of a person\'s goal to live a healthier lifestyle. He is there every step of the way with tons of enthusiasm especially in the morning when most of us lack that. I highly recommend him.”","“Rob is very passionate and knowledgable regarding the personal training field. He is motivating and sincere in his approach. His skills and what he offers is the best in the industry. I don\'t beleive you can find a better trainer in the valley.”","“Rob is has been training me for over 6 months. He has inspired me to not give up, he has consistantly empowered me to overcome my struggles and has even become a friend. Rob is a visionary who wants to do more than train people in fitness. He is always looking to help others and teach others what he does, so that they too can be successful. I would recommend Rob to anyone I know without a single reservation. He has a high level of professionalism, yet is fun and full of energy. I have seen results in 6 months that have come from Rob pushing me just enough, were I feel and see results, but not too much were I am in pain or feel discouraged.”","“I have worked with Rob in developing and implementing marketing campaigns. I have found him thoughtful, creative, and results oriented. He has a great excitement for growing his business and anticipates success in what he does. He likes what he is doing.”","“Rob and I have been conducting business together for one year. Rob is an energectic, detailed and respectful business owner. Rob follows through on projects and has never been late on his deposit account. As a trainer my experience was wonderful, Rob is very knowledgable in knowing how the body works and what works best for the individual in his presence. I highly recomend Rob as a fitness trainer and as a business partner. Respectfully, Teri Barbella ValPrint Xpress”","“Because my husband and I both own our own businesses, we began looking for a personal trainer to come into our home and instruct us on the proper way to stay healthy and fit. We were referred to Rob and were amazed at his motivation, humbleness, \\"can do\\" attitude and the way in which he takes his profession seriously. We developed a personal relationship with Rob though the nearly one year of training we had with him and although he lost a great trainer, we have gained a valuable friend.”"]']### Assistant: The agent's job is to connect with fitness professionals in the industry. Today, the agent is reaching out to the user because they need to discuss potential collaboration opportunities in the fitness and wellness field.
|
### Human: Agent: ['Erin Burke', 'Results-oriented program and project management professional with 10 years of experience successfully planning and implementing programs in health, advocacy, and technology.', 'Community Benefit Program Manager at Seattle Cancer Care Alliance', 'Seattle Cancer Care Alliance', '[{"company":"Seattle Cancer Care Alliance","company_id":"seattle-cancer-care-alliance","industry":"Hospitals and Health Care","location":"Seattle, Washington","positions":[{"description":"","duration":"Oct 2020 - Present 10 months","duration_short":"10 months","end_date":"Present","start_date":"Oct 2020","subtitle":"Seattle Cancer Care Alliance","title":"Community Benefit Program Manager"}],"url":"https://www.linkedin.com/company/seattle-cancer-care-alliance"},{"company":"Health Perspectives Group","company_id":"health-perspectives-group-hpg-llc-","location":null,"positions":[{"description":"Served as lead Program Manager for a project portfolio spanning $2M and 6 pharmaceutical companies. Developed and managed project scopes, extensive project plans, timelines, budgets, forecasting, and resource allocation. Collaborated with cross-functional and nationally distributed project teams to ensure project timelines are adhered to and key milestones are met. Contributed to developing new and improving existing operational processes, project management tools, and best practices for the Program Management Team. Key accomplishments: • Successfully planned and launched two new patient volunteer networks within schedule • Oversaw the launch of a new client website while partnering with a wide variety of internal and external stakeholders• Collaborated with Program Management leadership to develop and rollout annual improvements to program management tools in 2019 and 2020","duration":"Sep 2018 Oct 2020 2 years 2 months","duration_short":"2 years 2 months","end_date":"Oct 2020","start_date":"Sep 2018","subtitle":"Health Perspectives Group","title":"Director, Program Management"},{"description":"Served as primary point of contact for multiple clients’ daily needs including providing strategic recommendations, and managing timelines, deliverables, and budgets. Supervised and mentored a team of 7 direct reports by managing program assignments and individual performances. Served as primary contact for external partners, such as logistical vendors and agency partners, ensuring program objectives were successfully met on time and within budget. Key accomplishments: • Launched and managed two nationwide patient educational seminar programs from the ground up for a top 10 pharmaceutical company, spanning over $1M. • Worked with a multi-functioning team to grow annual program revenue by 183% in two and a half years• Led efforts to document operational training tools to increase efficiency and quality for client services.","duration":"Apr 2016 Sep 2018 2 years 6 months","duration_short":"2 years 6 months","end_date":"Sep 2018","start_date":"Apr 2016","subtitle":"Health Perspectives Group","title":"Engagement Director"},{"description":"Responsible for coordinating and managing a variety of patient activities to advance client goals and objectives. Collaborated with both internal and external stakeholders to develop and implement brand strategies. Developed best practices and internal processes for patient activities and client services. Key accomplishments: • Managed and traveled nationwide to operate patient network activities including live speaking forums, video shoots including a national TV spot, advisory boards, and PR/social media campaigns across 4 brands • Implemented patient network standard operating procedures and best practices for increased efficiency and standardized service","duration":"Jan 2015 Apr 2016 1 year 4 months","duration_short":"1 year 4 months","end_date":"Apr 2016","start_date":"Jan 2015","subtitle":"Health Perspectives Group","title":"Senior Engagement Manager"},{"description":"Led the planning and execution of patient network activities while fostering relationships with patient volunteers on behalf of clients. Key accomplishments: • Managed 25 program activities including video shoots, live speaking events, and advisory boards for a program of over 200 patient volunteers• Created and tracked materials including emails, brochures, presentations, and interview scripts in alignment with client requirements • Led and monitored recruitment strategies for 3 primary brands","duration":"Jun 2013 Jan 2015 1 year 8 months","duration_short":"1 year 8 months","end_date":"Jan 2015","start_date":"Jun 2013","subtitle":"Health Perspectives Group","title":"Engagement Manager"}],"url":"https://www.linkedin.com/company/health-perspectives-group-hpg-llc-"},{"company":"Red Sky Blue Water","company_id":"red-sky-blue-water","location":null,"positions":[{"description":"Responsible for execution of numerous marketing programs for technology customers including tracking schedules, budgets, and ensuring compliance to all deadlines.• Managed the creative process of marketing materials and promotional merchandise for Microsoft programs• Collaborated with cross-functional teams to manage the web design and development for Microsoft internal marketing sites• Facilitated and participated in local and global project meetings with Red Sky Blue Water and Microsoft Product Managers• Monitored multiple project activities, tracked schedules, and ensured compliance to all deadlines• Provided quality assurance reviews for all project deliverables prior to client hand off • Managed projects within budget and provided monthly progress reports of client spend per project• Created Statement of Work documents for new projects","duration":"May 2011 Jun 2013 2 years 2 months","duration_short":"2 years 2 months","end_date":"Jun 2013","start_date":"May 2011","subtitle":"Red Sky Blue Water","title":"Project Manager"},{"description":"","duration":"Oct 2010 May 2011 8 months","duration_short":"8 months","end_date":"May 2011","start_date":"Oct 2010","subtitle":"Red Sky Blue Water","title":"Assistant Project Manager"}],"url":"https://www.linkedin.com/company/red-sky-blue-water"},{"company":"Microsoft Corporation","company_id":"microsoft","location":"Greater Seattle Area","positions":[{"description":"• Acted as principal support individual to the Business Administrator• Provided general group support to a team of 200 • Organized team morale events • Managed vendor space, contract positions, new hire setups, and team departures• Assisted with on-site space bookings and catering services for team meetings• Managed procurement of hardware, software, peripherals, references, and office supplies within budget","duration":"Oct 2009 Sep 2010 1 year","duration_short":"1 year","end_date":"Sep 2010","start_date":"Oct 2009","subtitle":"Microsoft Corporation","title":"Group Administrative Assistant"}],"url":"https://www.linkedin.com/company/microsoft"},{"company":"Bruno Event Team, 2010 U.S. Senior Open","company_id":"bruno-event-team","location":"","positions":[{"description":"• Coordinated recruitment and registration process for 3,000 volunteers• Researched, negotiated, and implemented promotion opportunities• Operated on-site marketing and promotion events• Managed ticket fulfillment system, corporate support contracts, and marketing agreements• Created and maintained ticket voucher and tracking system for donations• Managed R2IT volunteer database","duration":"Aug 2009 Oct 2009 3 months","duration_short":"3 months","end_date":"Oct 2009","start_date":"Aug 2009","subtitle":"Bruno Event Team, 2010 U.S. Senior Open","title":"Championship Assistant"}],"url":"https://www.linkedin.com/company/bruno-event-team"}]', '["“I had the pleasure of working with and directly managing Erin for nearly 2 years on the Program Management team at Health Perspectives Group. Erin\'s ability to connect with a wide variety of team members and successfully work cross-organizationally is impressive. Her commitment to the quality of her work as well as to the overall experience of collaborating together is noticeable from the first time you partner with Erin on a project. She is thoughtful, strategic, thorough, and dedicated. As a PM, Erin manages incredibly heavy workloads well, implementing her strong skills in organization of details and clear, concise, effective communication. Her project plans and timelines are consistently well-maintained with the appropriate level of detail and monitoring. She has good intuition for anticipating risks to projects, knowing when it is best to immediately course-correct or pause to re-evaluate. As her manager, I\'ve always appreciated Erin\'s solution-oriented approach; when she identifies a hurdle, she actively engages in finding the solution. I never once hesitated to assign Erin to highly visible and complex projects; I always knew she could handle any obstacles or complexities with confidence, grace, and skill. It was such an honor to have Erin on my team and I would be thrilled to work with her again in the future. ”","“I had the privilege of working side by side with Erin as her technical business partner while we worked designing and implementing client technology projects. Erin was heavily involved in all areas of the projects from identifying client needs, sale of the project, budgeting, solution architecture, project management and post-launch operations. Erin showed an exceptional ability to work cross-functionally with her clients and internal business partners identifying needs, risks, problem solving while communicating effectively about the project to different audiences. She has been a continued asset to the company by effectively meeting her multiple client\'s changing needs by quickly learning new technology and managing all aspects of those ideas to a product solution. Her mix of productivity, ambition and kindness set a great example for all of us to follow. Everyone loves working with Erin no matter where they fall on the org chart. I certainly miss working with her and I have nothing but optimism for her future endeavors. ”"]']
User: ['Karl Nygard', 'I provide leadership and vision to the finance and accounting functions. This includes process re-engineering, finance & accounting systems, and strategic planning. I leverage my technical background with my business and process knowledge to find elegant solutions to financial management problems.Specialties: Finance & Accounting leadership, Corporate Performance Management, project management, business & competitive strategy, and client relationships.', 'Finance Manager, Finance and Business Operations at King County', 'King County', '[{"company":"King County","company_id":null,"location":"Greater Seattle Area","positions":[{"description":"","duration":"May 2016 - Present 5 years 3 months","duration_short":"5 years 3 months","end_date":"Present","start_date":"May 2016","subtitle":"King County","title":"Finance Manager, Finance and Business Operations"}],"url":""}]', '["“Karl is a very supportive and dependable manager. He is very knowledgeable about his field and provide clear guidelines. Excellent internal and external customer services. It was great to work for Karl.”","“Karl ensures open communication and staff camaraderie, readily shared his expert knowledge in Cognos to help train staff, and created a culture of mutual trust in both the performance and duties assigned to the group. Very client orientated, working both with internal and external clients to better understand their needs, as well as the best way to present, and adjust complex financial information in a format readily understandable to the level of audience. Karl brings out the best in people; he deals with problems head on and identifies opportunities to maximize improvements and success of the company.”"]']### Assistant: The agent's job is to provide leadership and vision in finance and accounting, and today they are reaching out to the user because they need to discuss potential collaboration on a strategic planning project for King County.
|
### Human: Agent: ['Nigel Bogaert', 'Nigel is a licensed and bonded Public Insurance Adjuster in the state of Florida since 2006. As a Public adjuster Nigel quarterbacks the complicated insurance claim process to avoid land mines and maximize the settlement. Nigel also holds a Florida Real Estate license in Florida since 2005. He is an Entrepreneur by heart and enjoys helping and rewarding others.', 'Public Insurance Adjuster - Five Star Claims Adjusting', 'Five Star Claims Adjusting - Central Florida', '[{"company":"Five Star Claims Adjusting - Central Florida","company_id":"five-star-claims-adjusting-central-florida","industry":"Insurance","location":"Orlando, Florida Area","positions":[{"description":"Nigel found new clients through knocking doors, networking and referrals. The referrals came in part from offering great service and providing a favorable outcome to his clients claims. Nigel has prepared estimates for damage, negotiated and settled claims for hundreds of clients while overseeing thousands more. He began his training under the other owners of Five Star and eventually worked his way to training others. He helped the company quickly recruit and train over 40 new adjusters before becoming a manager of his own office. Due to the enormous size of the Hurricane that struck South Florida, there was a large supply of people who still needed help. Nigel began, with the help of the other two owners,, to promote managers and help them to recruit to open 5 more locations. As at team we ended up recruiting, hiring and training over 80 adjusters and employed 20+ employees to help support those adjuster and give great service. Nigel became the acting General Manager of Five Star to help oversee the 12 mangers who oversaw 6 offices. Nigel was rewarded with part ownership of Five Star Claims Adjusting after 5 hard years of work and success. The vision of the company has not changed and Nigel\'s goal was to help the company sustain and grow without any Hurricanes. His duties over the last 7 years including growing, restructuring, law and rule changes and downsizing offices to adapt to our overall business model we currently have in place. We love helping people and helping them get their property back in working order. The only constant is change!","duration":"Oct 2006 - Present 15 years 8 months","duration_short":"15 years 8 months","end_date":"Present","start_date":"Oct 2006","subtitle":"Five Star Claims Adjusting - Central Florida","title":"Managing Member/Public Adjuster"}],"url":"https://www.linkedin.com/company/five-star-claims-adjusting-central-florida"},{"company":"Mybpsettlement.com","company_id":null,"location":"Gulf Coast","positions":[{"description":"We are a forensic consulting firm in the process of helping recover money for those who may have suffered loss of income or loss of growth as a result of the BP oil spill. Most people are unaware of this new fund and their ability to qualify for a check. Our company runs a free test to see if the business qualifies under this fund and then we calculate and process the clients claim package. I began finding my own clients through cold knocking businesses, networking groups and referrals. After being in the field, I was able to help create systems, refine scripts and relay pitfalls to the owners. We then began recruiting sales consultants across four states to help grow the company and reach our financial goal by April of 2014. Having a deadline in place changes the dynamic of every decision you make, time is the enemy. Along the way we have created training tools, scripts and business plans to help a new consultant to hit the ground running. I hold monthly meetings via conference calls with all of the reps to cover topics from the company, sales reps and managers to give the reps in the field the best chance to produce and manage their time properly.","duration":"Jul 2012 Apr 2016 3 years 10 months","duration_short":"3 years 10 months","end_date":"Apr 2016","start_date":"Jul 2012","subtitle":"Mybpsettlement.com","title":"General Manager"}],"url":""},{"company":"Bonefish Grill","company_id":null,"location":"Lakeland, Florida","positions":[{"description":"","duration":"Jul 2003 Dec 2006 3 years 6 months","duration_short":"3 years 6 months","end_date":"Dec 2006","start_date":"Jul 2003","subtitle":"Bonefish Grill","title":"Kitchen Manager"}],"url":""},{"company":"Hops Restaurant Bar and Brewery","company_id":null,"location":"Gainesville, Florida and Georgia","positions":[{"description":"","duration":"Sep 1998 2003 5 years","duration_short":"5 years","end_date":"2003","start_date":"Sep 1998","subtitle":"Hops Restaurant Bar and Brewery","title":"Bartender/Trainer/Manager"}],"url":""}]', '["Jai Magner Koch, P.A., GREEN, RCC “I have been in the unfortunate circumstances where I needed the services of a public adjuster. Nigel was referred to me and I am so grateful that he was. I own several rental properties in Orlando and I live in Miami. Nigel has helped me on 3 claims for 2 different properties at this point. I never even had to go to Orlando. He handled every aspect of the process. He scheduled appointments with my tenants and negotiated settlements with my insurers that covered all of my costs to repair my property and my deductible. I recommended him to my brother and he too had an excellent experience with Nigel. He and his team are very responsive and professional. You will not regret working with him!”","Richard Stephens “Nigel made our house home again: When our kitchen was damaged from a broken water line, I didn\'t want to file an insurance claim for fear (and hassle) of being dropped from my homeowners insurance. So, we dried up the kitchen the best we could and went about our lives. About 8 months later, our floor tiles were cracked and the grout was falling apart. I was referred to Nigel, who took care of EVERY part of the process- negotiations, scheduling, inspections, etc. We were especially grateful when we learned that our kitchen had mold as a result of the water damage and needed to be remediated ASAP! Our claim was processed quickly and we negotiated a settlement that we were very happy with that we could have never received on our own. I highly recommend making Nigel your FIRST call to take care of any damages that your home may encounter.”"]']
User: ['Christopher Floyd', 'Experienced Insurance Broker with a demonstrated history of working in the insurance industry. Skilled in Advertising, Film, Editing, Team Building, and Public Speaking. Strong sales professional with a BS focused in Telecommunications from University of Florida.', 'Independent Business Owner at Insight Insurance Group', 'Insight Insurance Group', '[{"company":"Insight Insurance Group","company_id":"insurewithinsight","industry":"Insurance","location":"","positions":[{"description":"","duration":"Apr 2018 - Present 4 years","duration_short":"4 years","end_date":"Present","start_date":"Apr 2018","subtitle":"Insight Insurance Group","title":"Independent Business Owner"}],"url":"https://www.linkedin.com/company/insurewithinsight"},{"company":"Tone Control Studio","company_id":null,"location":"Gainesville, Florida Area","positions":[{"description":"Full service multitrack audio and video production. Jingle and songwriting services available. Full service multitrack audio and video production. Jingle and songwriting services available.","duration":"Jan 1998 - Present 24 years 3 months","duration_short":"24 years 3 months","end_date":"Present","start_date":"Jan 1998","subtitle":"Tone Control Studio","title":"Owner"}],"url":""},{"company":"Blackford and Associates","company_id":null,"location":"Gainesville, Florida Area","positions":[{"description":"","duration":"Apr 2017 Apr 2018 1 year 1 month","duration_short":"1 year 1 month","end_date":"Apr 2018","start_date":"Apr 2017","subtitle":"Blackford and Associates","title":"Insurance Broker"}],"url":""},{"company":"McGriff-Williams Insurance","company_id":"mcgriff-williams-insurance","location":"3501 West University Avenue 32607","positions":[{"description":"","duration":"Apr 2015 Feb 2017 1 year 11 months","duration_short":"1 year 11 months","end_date":"Feb 2017","start_date":"Apr 2015","subtitle":"McGriff-Williams Insurance","title":"Personal Insurance Advisor"}],"url":"https://www.linkedin.com/company/mcgriff-williams-insurance"},{"company":"Brightway Insurance","company_id":"brightway-insurance","location":"Gainesville, Florida Area","positions":[{"description":"I advised my clients on all lines of personal insurance, including homeowners, auto, boat, motorcycle, personal umbrella liability, life, health, medicare supplements and more. I advised my clients on all lines of personal insurance, including homeowners, auto, boat, motorcycle, personal umbrella liability, life, health, medicare supplements and more.","duration":"Mar 2013 Apr 2015 2 years 2 months","duration_short":"2 years 2 months","end_date":"Apr 2015","start_date":"Mar 2013","subtitle":"Brightway Insurance","title":"Licensed Home, Auto, Life and Health Agent"}],"url":"https://www.linkedin.com/company/brightway-insurance"},{"company":"Andy Anderson Agency","company_id":null,"location":"Eustis, Florida","positions":[{"description":"I advise clients on personal insurance, including major medical, medicare supplements, AFLAC, life, LTC and many others. I advise clients on personal insurance, including major medical, medicare supplements, AFLAC, life, LTC and many others.","duration":"Jan 2011 Apr 2013 2 years 4 months","duration_short":"2 years 4 months","end_date":"Apr 2013","start_date":"Jan 2011","subtitle":"Andy Anderson Agency","title":"Licensed Life and Health Agent"}],"url":""},{"company":"Pink Sneakers Productions","company_id":"pink-sneakers-productions","location":"","positions":[{"description":"Prepared the audio mix in Pro Tools for the final show edits. Prepared the audio mix in Pro Tools for the final show edits.","duration":"Nov 2008 Sep 2009 11 months","duration_short":"11 months","end_date":"Sep 2009","start_date":"Nov 2008","subtitle":"Pink Sneakers Productions","title":"PA-Post Audio Engineer"}],"url":"https://www.linkedin.com/company/pink-sneakers-productions"},{"company":"Windsong Entertainment","company_id":null,"location":"","positions":[{"description":"Lead guitarist, songwriter, booking agent and promoter Lead guitarist, songwriter, booking agent and promoter","duration":"1995 2004 9 years","duration_short":"9 years","end_date":"2004","start_date":"1995","subtitle":"Windsong Entertainment","title":"President"}],"url":""},{"company":"City of Leesburg, Florida","company_id":"city-of-leesburg-florida","location":"Leesburg, Florida","positions":[{"description":"Set policy and created oversight for various city mechanisms. Reviewed and approved 100 mil operating budget. Set policy and created oversight for various city mechanisms. Reviewed and approved 100 mil operating budget.","duration":"Jan 1996 Dec 1998 3 years","duration_short":"3 years","end_date":"Dec 1998","start_date":"Jan 1996","subtitle":"City of Leesburg, Florida","title":"City Council Member"}],"url":"https://www.linkedin.com/company/city-of-leesburg-florida"}]', '["David Hill, CGC “Christopher Floyd is a very knowledgeable insurance agent who has helped me immensely with home owner\'s coverage, flood insurance, etc. I can highly recommend him because, in addition to his diverse experience, he is reliable, professional and always follows through on everything. Sincerely, David Hill Silver Springs, FL ”","Eunice Coughlin “I recently called Christopher to put together some quotes for my home insurance and I was really impressed with his work ethic and attention to detail. He educated me about insurance and what I needed to know to make a quality decision on the best carrier for me. I highly recommend Chris to help you with all your insurance needs, he will certainly deliver!”"]']### Assistant: The agent's job is to provide insurance coverage and advice, and today the user is reaching out to the agent because they need assistance with filing an insurance claim for property damages.
|
### Human: Agent: ['Julie Dion', 'Accomplished Art Director, UX/UI Designer, and Senior Graphic Designer with 16+ years of demonstrated experience delivering cohesive, innovative, and award-winning designs. Expert at incorporating in-depth understanding of modern technologies and latest practices to achieve optimum results. Visual storyteller with the ability to transform cultural insights into arresting designs. Capable of utilizing strategic ideas and artistic talent to deliver high-impact product design, digital design, and social media projects. Skilled in directing multi-faceted projects and creating brand identities that drive awareness and growth.', 'Art Director & UX/UI Designer at Human Care Systems', 'Human Care Systems', '[{"company":"Human Care Systems","company_id":"human-care-systems","industry":"Pharmaceutical Manufacturing","location":null,"positions":[{"description":"Collaborated with cross-functional teams to gather integral research and data points from nurses. Developed sophisticated design flows, wireframes, and prototypes for the new telenursing platform. Ensured features for both web and mobile devices. Demonstrated first-class enterprise and consumer-facing design in an agile scrum environment using Jira. Corresponded with executive management in a timely and professional manner to meet corporate expectations. • Earned the 2019 interactive award for UX/UI Design in the Graphic Design USA Health & Wellness Competition.• Transitioned into a brand new role to create a robust and flexible design system for a telenursing platform, Resilix.","duration":"Aug 2017 - Present 4 years","duration_short":"4 years","end_date":"Present","start_date":"Aug 2017","subtitle":"Human Care Systems","title":"UX/UI Designer"},{"description":"Established a creative infrastructure for all brand elements, such as social media ads, video commercials, presentations, images for sales copy, direct mail, Google display ads, event displays, training tools, print, and customer-facing documents. Designed responsive websites, including all elements of layout, graphics, content, and light coding, through WordPress. Fostered patient-facing relationships on multiple corporate accounts by showcasing superior customer service.• \\u0007Accelerated productivity for prototype development by advising the implementation of progressive software, Axure • Pioneered a groundbreaking brand identity, sold at 1.26 million by Q3.","duration":"Nov 2014 - Present 6 years 9 months","duration_short":"6 years 9 months","end_date":"Present","start_date":"Nov 2014","subtitle":"Human Care Systems","title":"Art Director"}],"url":"https://www.linkedin.com/company/human-care-systems"},{"company":"Madison Handbags","company_id":null,"location":"East Greenbush, NY","positions":[{"description":"Upgraded the visual identity by rebranding and providing conceptual direction for a new name, modern logos, a custom online handbag builder, emails, newsletters, and all print media. Coordinated with cross-functional teams to schedule and execute photoshoots for native content. Transformed the seasonal catalog layout and updated instrumental promotional pieces. • Overhauled outdated branding after the trademark to Madison lapsed. • Art directed video and photoshoots on location and wrote, designed and edited seasonal catalogs.","duration":"Apr 2013 Nov 2014 1 year 8 months","duration_short":"1 year 8 months","end_date":"Nov 2014","start_date":"Apr 2013","subtitle":"Madison Handbags","title":"Creative Director & Marketing Manager"}],"url":""},{"company":"Merck Millipore","company_id":"merck-life-science","location":"Billerica, MA","positions":[{"description":"Experienced in-house agency designer who spearheaded projects from start to finish by identifying scope and by streamlining efficient processes. Formulated a unique visual identity for digital and print materials. Incorporated high-traffic advertising platforms to generate awareness and higher customer impact. • Achieved awards for interactive and print design for 5 consecutive years. • \\u0007Campaigned targeted advertisements in prestigious outlets, such as Science Magazine, Nature Magazine, and the Boston Business Journal.","duration":"Mar 2008 Apr 2013 5 years 2 months","duration_short":"5 years 2 months","end_date":"Apr 2013","start_date":"Mar 2008","subtitle":"Merck Millipore","title":"Senior Graphic Designer"}],"url":"https://www.linkedin.com/company/merck-life-science"},{"company":"Air Line Pilots Association","company_id":"air-line-pilots-association","location":"Herndon, VA","positions":[{"description":"Shaped visual identity and became a steward of branding to drive growth for various pilot groups. Customized marketing materials to follow a cohesive brand story and to attract customers to key services and products. Advised clients on intuitive event set-up and event planning strategies. • Capitalized on high-impact awareness touchpoints by generating cutting-edge billboard advertisements outside of O’Hare, JFK, and other well-known airports nationwide.• Composed strategic marketing initiatives for the Wall Street Journal.","duration":"Mar 2007 Feb 2008 1 year","duration_short":"1 year","end_date":"Feb 2008","start_date":"Mar 2007","subtitle":"Air Line Pilots Association","title":"Senior Graphic Designer"}],"url":"https://www.linkedin.com/company/air-line-pilots-association"},{"company":"Airlines Reporting Corporation","company_id":"arc","location":"Arlington, VA","positions":[{"description":"Revamped corporate intranet, maintained meticulous upkeep of content, and performed consistent updates for optimal performance. Delivered regular employee newsletters with innovative interactive elements and engaging content. Enhanced brand identity at tradeshows with focused advertising on booth graphics, banner stands, tabletops, and print materials. • Devised and implemented a quality newsletter to improve internal communications.","duration":"2004 2007 3 years","duration_short":"3 years","end_date":"2007","start_date":"2004","subtitle":"Airlines Reporting Corporation","title":"Senior Graphic Designer"}],"url":"https://www.linkedin.com/company/arc"}]', '["“Julie and I have worked together at two vastly different companies. In both roles, Julie\'s design sense and creativity have amazed me. With a genuine smile and positive disposition, she always seems to come up with the treatment or business solution that is needed. As a manager, she is a good listener and has no qualms about when and how to take action. I have always felt that she has been in my corner.”","“Julie Dion is one of the best designers and art directors I have worked with during my career. We worked together for over four years and she is incredibly creative and resourceful. When given a task or project, she will always tackle it with enthusiasm and positivity. She also is adept at leading teams of developers, writers, and designers and keeping her eye on the big picture. She understands the time it takes to do something because she has pretty much done it all herself at some point and will always be happy to jump in to put in the work to get it done. Can\'t say enough good things about her work ethic and how great it was to get to work with her. ”"]']
User: ['James Ward', 'Home inspector in Tampa Bay and surrounding areas.', 'Owner/Home Inspector at Class act Inspections', 'Class act Inspections', '[{"company":"Class act Inspections","company_id":null,"location":"","positions":[{"description":"","duration":null,"duration_short":"","end_date":null,"start_date":null,"subtitle":"Class act Inspections","title":"Owner/Home Inspector"}],"url":""}]', '["Jason Johns “I can’t say enough how professional and knowledgeable Jimmy is. I appreciate a guy that shows up when he says he will and does the job promptly. I have no problem referring to Jimmy because I know that he will get the job done. Thanks Jimmy and continued success to you.”"]']### Assistant: The agent's job is to conduct home inspections in the Tampa Bay area, and today the user is reaching out to the agent because they need to schedule a home inspection for a property they are interested in purchasing.
|
### Human: Agent: ['Gelena Shusterman, PHR', "Lead and develop the Talent Acquisition team while driving TA operational strategy. Experience building teams and putting policies and procedures in place. Partnering effectively with Hiring Managers and HR Business Partners to attract, cultivate, and identify top technical and operational talent. 20+ years of experience in Talent Acquisition, specializing in team building, process improvement and implementation, designing and integrating new systems and tools, and project management. Expertise in developing effective recruitment programs; Employer Branding; Developing a white-glove candidate experience; Collaborating productively with leaders, HRBP's and hiring managers; Diversity hiring, equity and inclusion (DEI).", 'Director of Talent Acquisition at PDI', 'PDI', '[{"company":"PDI","company_id":"pdi_3","industry":"Medical Equipment Manufacturing","location":"Woodcliff Lake, NJ","positions":[{"description":"","duration":"Jun 2019 - Present 2 years 3 months","duration_short":"2 years 3 months","end_date":"Present","start_date":"Jun 2019","subtitle":"PDI","title":"Director, Talent Acquisition"}],"url":"https://www.linkedin.com/company/pdi_3"}]', '["“It has been a pleasure knowing Gelena. She has been one of the best recruiters I have ever worked with. She not only brings so much knowledge about the companies she is recruiting for, but also she knows about the culture and how to enable the candidate to excel in the interview. She is really friendly to talk to. I admire her sense of commitment towards responding to emails and calls. Sincerity, punctuality, and dedication genuinely adds to her strengths.”","“Gelena did an outstanding job finding the right match for me during my job search, and I highly recommend her. She listened to what I wanted and didn\'t want, and made sure the process was breezy and successful.”"]']
User: ['Beth Harris, CMP', 'Specialties: Event & Meeting planning, high-profile client management, relationship building', 'Senior Event Manager, CMP', 'IHI', '[{"company":"IHI","company_id":"ihi","industry":"Hospital & Health Care","location":null,"positions":[{"description":"","duration":"May 2017 - Present 4 years 3 months","duration_short":"4 years 3 months","end_date":"Present","start_date":"May 2017","subtitle":"IHI","title":"Senior Event Manager"},{"description":"","duration":"May 2012 May 2017 5 years 1 month","duration_short":"5 years 1 month","end_date":"May 2017","start_date":"May 2012","subtitle":"Institute for Healthcare Improvement","title":"Event Manager"},{"description":"IHI partners with healthcare providers and leaders throughout the world to guarantee safe and effective healthcare, and strive for continuous improvement in the field. Our programs are designed to enable committed individuals and organizations to innovate together, share knowledge, and collaborate on the rewarding work of improving health and health care.For more information on upcoming seminars & conferences, go to www.ihi.org/offerings","duration":"Sep 2011 May 2012 9 months","duration_short":"9 months","end_date":"May 2012","start_date":"Sep 2011","subtitle":"Institute for Healthcare Improvement","title":"Event Coordinator"}],"url":"https://www.linkedin.com/company/ihi"},{"company":"CFO Publishing","company_id":null,"location":"","positions":[{"description":"CFO Conferences produces educational and networking conferences & exhibitions for senior finance executives. Speakers include the CFOs of major corporations as well as thought leaders in management, strategy, and innovation.","duration":"Sep 2010 Sep 2011 1 year 1 month","duration_short":"1 year 1 month","end_date":"Sep 2011","start_date":"Sep 2010","subtitle":"CFO Publishing","title":"Event Specialist"}],"url":""},{"company":"Metro International","company_id":"metro-world-news","location":"","positions":[{"description":"Metro is a free daily newspaper published in more than 100 major cities across Europe, North & South America and Asia . Metro has a unique global reach — attracting a young, active, well-educated Metropolitan audience of more than 20 million daily readers.","duration":"2009 2010 1 year","duration_short":"1 year","end_date":"2010","start_date":"2009","subtitle":"Metro International","title":"Marketing & Sales Coordinator"}],"url":"https://www.linkedin.com/company/metro-world-news"},{"company":"Collective Brands, Inc.","company_id":"collective-brands-inc.","location":"","positions":[{"description":"Collective Brands Performance + Lifestyle Group is a leading provider of iconic performance and lifestyle brands, including Saucony®, Sperry Top-Sider®, Keds®, and Stride Rite®.","duration":"2008 2009 1 year","duration_short":"1 year","end_date":"2009","start_date":"2008","subtitle":"Collective Brands, Inc.","title":"Brand Marketing and Public Relations Intern: Stride Rite Children\'s Group"}],"url":"https://www.linkedin.com/company/collective-brands-inc."},{"company":"EMC","company_id":"dellemc","location":"","positions":[{"description":"","duration":"Jun 2008 Aug 2008 3 months","duration_short":"3 months","end_date":"Aug 2008","start_date":"Jun 2008","subtitle":"EMC","title":"Public Relations Intern"}],"url":"https://www.linkedin.com/company/dellemc"}]', '["“Beth is wonderful to work with at IHI. Over the years, I\'ve observed her move large events with 5000 people or more from ideation to completion without missing a detail. She\'s a leader demonstrating grace, care and effectiveness. I hope to learn from her as much as possible because her success list is the length of a dissertation. I\'m fortunate to call her colleague. ”","“I was so fortunate to be able to work with Beth during my time at IHI. She is an incredible event manager - on event feedback forms, attendees and VIPs frequently commented on Beth\'s professionalism, accessibility, and helpfulness during pre-planning and on the day of the event. She is creative and extremely detail-oriented, which contributes to her effectiveness as a manager. Personally, she is a joy to work with and brings endless energy and enthusiasm to the team. I would jump at the opportunity to work with Beth in the future.”"]']### Assistant: The agent's job is to lead and develop the Talent Acquisition team while driving TA operational strategy, and today, the agent is reaching out to the user because they need to collaborate on organizing and managing a high-profile conference event for the healthcare industry.
|
### Human: Agent: ['Camille Taylor', '42 Years Experience in the Restaurant, Bar and Hospitality Industry24 Years Experience as a Certified Trainer, State Of Tennessee Alcoholic Beverage Commission.Registered Proctor/Instructor for ServSafe Alcohol.16 Years Experience as a Registered Proctor and Instructor for NRAEF, ServSafe Food Safety Management Classes and Exams. Written and Online Exam Proctor.13 Years Experience as Accounts Manager for All Star Auto Salvage and Lights. Quickbooks, Excel, Payroll, Local and County Tax Returns, Legal Permits and Applications, Compliance within Industry Standards, Purchasing and Receiving, Payroll and Human Resources Management.*The ServSafe logo is a Trademark of the National Restaurant Association Educational Foundation.', 'Owner At Camille Taylor Professional Server Training', 'Camille Taylor Professional Server Training', '[{"company":"Camille Taylor Professional Server Training","company_id":null,"location":"Thompsons Station, Tennessee","positions":[{"description":"Instructor/Proctor for ServSafe Food and Alcohol SafetyNational Restaurant Association Educational Foundation","duration":"Jan 1997 - Present 24 years 7 months","duration_short":"24 years 7 months","end_date":"Present","start_date":"Jan 1997","subtitle":"Camille Taylor Professional Server Training","title":"Owner"}],"url":""},{"company":"Rutherford County Hospitality Association","company_id":null,"location":"","positions":[{"description":"","duration":"2017 - Present 4 years","duration_short":"4 years","end_date":"Present","start_date":"2017","subtitle":"Rutherford County Hospitality Association","title":"Member"}],"url":""},{"company":"Tennessee Hospitality & Tourism Association","company_id":"tennessee-hospitality-&-tourism-association","location":"Greater Nashville Area, TN","positions":[{"description":"","duration":"2016 - Present 5 years","duration_short":"5 years","end_date":"Present","start_date":"2016","subtitle":"Tennessee Hospitality & Tourism Association","title":"Member"}],"url":"https://www.linkedin.com/company/tennessee-hospitality-&-tourism-association"},{"company":"ServSafe Proctor/Instructor","company_id":null,"location":"www.pstcamille.com","positions":[{"description":"Registered Instructor/Proctor with National Restaurant Association Educational Foundation.Classes and Exams for ServSafe Manager\'s Certifications. Written and Online Exam Formats.","duration":"Jan 1999 - Present 22 years 7 months","duration_short":"22 years 7 months","end_date":"Present","start_date":"Jan 1999","subtitle":"ServSafe Proctor/Instructor","title":"Food and Alcohol Safety Classes with Certification Exams"}],"url":""},{"company":"Music City Concierge Association","company_id":null,"location":"","positions":[{"description":"Promote Tourism for Nashville, TN","duration":"Jan 2008 - Present 13 years 7 months","duration_short":"13 years 7 months","end_date":"Present","start_date":"Jan 2008","subtitle":"Music City Concierge Association","title":"Member"}],"url":""}]', '["“Camille, says what she will do, and does it. No excuses, it gets done. Her middle name is integrity, a quality that goes missing more often than not in this industry. I proudly give her my highest recommendation.”","“Enthusiasm is an inadequate word to describe what Camille brings to everything she does. The fact that she is liaison for three of the most wonderful dining experiences for my guests makes praising Camille that much easier. Find a reason to do business with her!”"]']
User: ['Steve Nichols', 'Experienced Chief Technology Officer with a demonstrated history of working in the government administration industry. Strong information technology professional skilled in Business Process, IT Service Management, IT Strategy, Servers, and Data Center.', 'CTO at Georgia Technology Authority', 'Neighborhood Nexus', '[{"company":"Neighborhood Nexus","company_id":"neighborhoodnexus","industry":"Non-profit Organizations","location":"Greater Atlanta Area","positions":[{"description":"","duration":"2012 - Present 10 years","duration_short":"10 years","end_date":"Present","start_date":"2012","subtitle":"Neighborhood Nexus","title":"Advisory Board Member"}],"url":"https://www.linkedin.com/company/neighborhoodnexus"},{"company":"Georgia Technology Authority","company_id":"georgia-technology-authority","location":"","positions":[{"description":"As Chief Technology Officer, I act in a staff executive role and participate in all of the major initiatives undertaken by the Georgia Technology Authority (GTA). The GTA is both a service provider for Georgia state agencies and has an oversight role around technology. GTA is an organization of 165 people with responsibility for operating the State of Georgia’s data center (30,000 sq. ft. of raised floor in a tier 4 facility), central help desk, central print shop, telecom infrastructure (2200+ physical sites in the wide area network, 130,000+ telephone lines), state web portal, and state ERP implementation (PeopleSoft HCM and Financials). I have responsibility for the GTA portal office, which includes responsibility for the state web presence (www.georgia.gov) and 65 state agency web sites; a portfolio of 20 constituent facing Java-based web applications; two SharePoint farms hosting internal websites and applications; a webMethods enterprise service bus connecting over 40 integration points; and GTA internal billing systems. I am also responsible for the IT infrastructure (desktops, mobile devices, and servers) supporting GTA employees.","duration":"Feb 2002 - Present 20 years 4 months","duration_short":"20 years 4 months","end_date":"Present","start_date":"Feb 2002","subtitle":"Georgia Technology Authority","title":"CTO"}],"url":"https://www.linkedin.com/company/georgia-technology-authority"}]', '["Jean-Luc Chatelain “Steve is an exceptional software systems architect who combines a very analytical approach with pragmatism and a keen business sense. This is a rare talent amongst technology people. I would certainly hire or work alongside Steve again.”","Paul Gale “Steve\'s prescient nature made him a very effective team leader. His deep technical insight gives him the ability to call bullshit on anyone technical. His team loved him and often commented on how much they wanted to work with him again. His effectiveness as a leader and consultant to various clients helped drive a number of projects through to success.”"]']### Assistant: The agent's job is to provide professional server training, and today the agent is reaching out to the user because they need to discuss a potential collaboration on implementing IT solutions for the agent's restaurant and hospitality training programs.
|
### Human: Agent: ['Blake Daniels', 'Experienced Sales Development Representative with a demonstrated history of working in the computer software industry. Skilled in Innovation Management, Microsoft Word, Event Management, Sports Marketing, and Microsoft Excel. Strong sales professional with a 2 years completed towards a Bachelor of Science - BS focused in Marketing from Grand Canyon University.', 'Customer Care Representative - Investment Management at AppFolio, Inc.', 'AppFolio, Inc.', '[{"company":"AppFolio, Inc.","company_id":"appfolio-inc","industry":"Computer Software","location":"","positions":[{"description":"","duration":"Aug 2021 - Present 7 months","duration_short":"7 months","end_date":"Present","start_date":"Aug 2021","subtitle":"AppFolio, Inc.","title":"Customer Care Representative - Investment Management"}],"url":"https://www.linkedin.com/company/appfolio-inc"},{"company":"ChowNow","company_id":"chownow","location":"","positions":[{"description":"","duration":"Mar 2021 Aug 2021 6 months","duration_short":"6 months","end_date":"Aug 2021","start_date":"Mar 2021","subtitle":"ChowNow","title":"Outbound Sales Development Representative"}],"url":"https://www.linkedin.com/company/chownow"},{"company":"RealPage, Inc.","company_id":"realpage","location":"","positions":[{"description":"","duration":"Mar 2020 Feb 2021 1 year","duration_short":"1 year","end_date":"Feb 2021","start_date":"Mar 2020","subtitle":"RealPage, Inc.","title":"Sales Development Representative"}],"url":"https://www.linkedin.com/company/realpage"},{"company":"FC Dallas","company_id":"fc-dallas","location":"Frisco, Texas","positions":[{"description":"","duration":"Jul 2019 Dec 2019 6 months","duration_short":"6 months","end_date":"Dec 2019","start_date":"Jul 2019","subtitle":"FC Dallas","title":"Membership Sales Representative"}],"url":"https://www.linkedin.com/company/fc-dallas"},{"company":"DoorDash","company_id":"doordash","location":null,"positions":[{"description":"","duration":"Sep 2018 Jun 2019 10 months","duration_short":"10 months","end_date":"Jun 2019","start_date":"Sep 2018","subtitle":"DoorDash","title":"Enterprise Merchant Support Rep."},{"description":"","duration":"Apr 2018 Sep 2018 6 months","duration_short":"6 months","end_date":"Sep 2018","start_date":"Apr 2018","subtitle":"DoorDash","title":"Merchant Support Rep."}],"url":"https://www.linkedin.com/company/doordash"},{"company":"Dripkit","company_id":"dripkit","location":"","positions":[{"description":"","duration":"Nov 2018 Dec 2018 2 months","duration_short":"2 months","end_date":"Dec 2018","start_date":"Nov 2018","subtitle":"Dripkit","title":"Market Research Intern"}],"url":"https://www.linkedin.com/company/dripkit"},{"company":"BODYARMOR SuperDrink","company_id":null,"location":"","positions":[{"description":"","duration":"Mar 2018 May 2018 3 months","duration_short":"3 months","end_date":"May 2018","start_date":"Mar 2018","subtitle":"BODYARMOR SuperDrink","title":"Brand Ambassador"}],"url":""}]', '["Timothy Lormor “During our tenure together at DoorDash, Blake regularly rose the bar for efficiency, consistently exceeding performance expectations and pushing the boundaries of productivity for our team. He also exemplified a bias for action, proactively testing new ways of resolving issues and sharing his learnings with the team. Blake is thoughtful, bold, and a highly effective collaborator. ”","Kara Cohen “Blake is very hardworking and Ambitious. If you\'re looking for enthusiasm, he\'s got it in Spades - as well as a natural sales Instinct. ”"]']
User: ['Jessyca Luxenberg', 'Experienced Digital Media Buyer with a demonstrated history of working in the marketing and advertising industry. Skilled in Microsoft Office, Teamwork, Leadership, and Marketing. Strong marketing professional with a Bachelor of Science (BS) focused in Business Administration and Management, Marketing Management from California Polytechnic State University-San Luis Obispo.', 'Media Professional', 'Alamitos Associates', '[{"company":"Alamitos Associates","company_id":null,"location":"Long Beach, California, United States","positions":[{"description":"","duration":"Apr 2020 - Present 1 year 11 months","duration_short":"1 year 11 months","end_date":"Present","start_date":"Apr 2020","subtitle":"Alamitos Associates","title":"Financial Controller"}],"url":""},{"company":"Initiative","company_id":"initiative","location":"Greater Los Angeles Area","positions":[{"description":"","duration":"Jun 2019 Jan 2020 8 months","duration_short":"8 months","end_date":"Jan 2020","start_date":"Jun 2019","subtitle":"Initiative","title":"Negotiator, Digital Partnerships"}],"url":"https://www.linkedin.com/company/initiative"},{"company":"Starcom","company_id":"starcom1","location":"Greater Los Angeles Area","positions":[{"description":"","duration":"Dec 2017 May 2019 1 year 6 months","duration_short":"1 year 6 months","end_date":"May 2019","start_date":"Dec 2017","subtitle":"Starcom","title":"Media Associate"}],"url":"https://www.linkedin.com/company/starcom1"},{"company":"Revolution Media","company_id":"revolution-media","location":"","positions":[{"description":"","duration":"Feb 2017 Nov 2017 10 months","duration_short":"10 months","end_date":"Nov 2017","start_date":"Feb 2017","subtitle":"Revolution Media","title":"Assistant Media Buyer"}],"url":"https://www.linkedin.com/company/revolution-media"},{"company":"Bullpen Integrated Marketing","company_id":"bullpen-integrated-marketing","location":"Encino, CA","positions":[{"description":"","duration":"Jul 2016 Sep 2016 3 months","duration_short":"3 months","end_date":"Sep 2016","start_date":"Jul 2016","subtitle":"Bullpen Integrated Marketing","title":"Creative Admin Assistant"}],"url":"https://www.linkedin.com/company/bullpen-integrated-marketing"},{"company":"StudioGood","company_id":"studiogood","location":"San Luis Obispo, California Area","positions":[{"description":"Conducted research related to current and potential clients.Compiled and presented metrics from both Google and Facebook.Participated in brainstorming and built out concepts generated in brainstorming sessions.Completed weekly site audits to ensure client sites were functioning properly.Generated content for client blog posts and published said posts. Conducted research related to current and potential clients.Compiled and presented metrics from both Google and Facebook.Participated in brainstorming and built out concepts generated in brainstorming sessions.Completed weekly site audits to ensure client sites were functioning properly.Generated content for client blog posts and published said posts.","duration":"Mar 2016 Jun 2016 4 months","duration_short":"4 months","end_date":"Jun 2016","start_date":"Mar 2016","subtitle":"StudioGood","title":"Digital Account Intern"}],"url":"https://www.linkedin.com/company/studiogood"},{"company":"Bullpen Integrated Marketing","company_id":"bullpen-integrated-marketing","location":"","positions":[{"description":"Conducted and presented research regarding social media advertising and current popular culture trendsCompleted various tasks in preparation for commercial production, and all other projects the creative team needed assistance withServed as PA during production Conducted and presented research regarding social media advertising and current popular culture trendsCompleted various tasks in preparation for commercial production, and all other projects the creative team needed assistance withServed as PA during production","duration":"Aug 2015 Aug 2015 1 month","duration_short":"1 month","end_date":"Aug 2015","start_date":"Aug 2015","subtitle":"Bullpen Integrated Marketing","title":"Internship"}],"url":"https://www.linkedin.com/company/bullpen-integrated-marketing"},{"company":"Greg Morris Cards","company_id":null,"location":"Greater Los Angeles Area","positions":[{"description":"Created content for website and new logo for ebay site. Compiled lists of resources (card shops) and facilitated purchases of said resources. Created content for website and new logo for ebay site. Compiled lists of resources (card shops) and facilitated purchases of said resources.","duration":"Jun 2015 Aug 2015 3 months","duration_short":"3 months","end_date":"Aug 2015","start_date":"Jun 2015","subtitle":"Greg Morris Cards","title":"Marketing and Public Relations Intern"}],"url":""},{"company":"Engle and Murphy","company_id":null,"location":"Long Beach, CA","positions":[{"description":"Researched for and developed a marketing plan for the Arizona Golf Resort and Convention Center in Mesa, Arizona. Presented research, SWOT analysis, and recommendations for improvement with their current marketing team and facility. Contributed in weekly status meetings. Attended and assisted facilitating meetings with clients and production companies with the goal of picking the correct company to produce a commercial for said client. Researched for and developed a marketing plan for the Arizona Golf Resort and Convention Center in Mesa, Arizona. Presented research, SWOT analysis, and recommendations for improvement with their current marketing team and facility. Contributed in weekly status meetings. Attended and assisted facilitating meetings with clients and production companies with the goal of picking the correct company to produce a commercial for said client.","duration":"Jun 2014 Aug 2014 3 months","duration_short":"3 months","end_date":"Aug 2014","start_date":"Jun 2014","subtitle":"Engle and Murphy","title":"Marketing Intern"}],"url":""},{"company":"Alamitos Associates","company_id":null,"location":"","positions":[{"description":"Headed the marketing campaign for a new restaurant LA Chicken Cafe. Designed apparel, flyers, promotions, punch cards, mailers, and other promotional items. Designed flyers for other properties owned by Alamitos Associates. Maintained all social media and craigslist ads for both the restaurant and the other properties. Performed other \'housekeeping\' tasks as needed, i.e. ordering materials for tenant improvements, checking collection receipts, stuffing mailers. Headed the marketing campaign for a new restaurant LA Chicken Cafe. Designed apparel, flyers, promotions, punch cards, mailers, and other promotional items. Designed flyers for other properties owned by Alamitos Associates. Maintained all social media and craigslist ads for both the restaurant and the other properties. Performed other \'housekeeping\' tasks as needed, i.e. ordering materials for tenant improvements, checking collection receipts, stuffing mailers.","duration":"Jun 2013 Sep 2013 4 months","duration_short":"4 months","end_date":"Sep 2013","start_date":"Jun 2013","subtitle":"Alamitos Associates","title":"Marketing Associate"}],"url":""},{"company":"Coastal Dermatology","company_id":null,"location":"","positions":[{"description":"","duration":"Jun 2011 Sep 2012 1 year 4 months","duration_short":"1 year 4 months","end_date":"Sep 2012","start_date":"Jun 2011","subtitle":"Coastal Dermatology","title":"Multi-purpose Assistant"}],"url":""}]', '["Mathew Luxenberg “Jessyca has worked for me at Coastal Dermatology. She is a highly motivated and goal oriented employee, always ready to help where help is needed. A positive \\"can do\\" attitude permeates her being. I would definitely recommend Jessyca for any marketing/advertising/public relations position.”","Andie Rindal “Jessyca joined our team at StudioGood as a digital account intern last quarter. Jessyca\'s \\"can-do\\" attitude was always appreciated. She worked on a number of deliverables during her time here and always provided us with great work. Surely an asset to any team she joins - I highly recommend Jessyca!”"]']### Assistant: The agent's job is to conduct sales development for a computer software company, and today they are reaching out to the user because they need to discuss potential digital media buying opportunities for their organization.
|
### Human: Agent: ['Amanda Withem', 'Operations manager with experience in System Analytics, Vendor Management, Quality, Process Improvement and Project Management. Passion for leadership and development, exert a keen ability to analyze complex scenario’s and manage various time-sensitive initiatives working cross functionally.', 'Manager, Customer Care and Commissions at Energy Harbor', 'Energy Harbor', '[{"company":"Energy Harbor","company_id":"energy-harbor","industry":"Utilities","location":null,"positions":[{"description":"","duration":"Apr 2021 - Present 6 months","duration_short":"6 months","end_date":"Present","start_date":"Apr 2021","subtitle":"Energy Harbor","title":"Manager, Customer Care and Commissions"},{"description":"Responsible for the end to end management of third party Customer Care call center. Analyze market trends, sales forecasts, and company initiatives to ensure call centers are staffed properly. Develop and deliver comprehensive industry, technical and company specific training for both third party vendor and internal team. Create effective workflow diagrams and Gantt charts to clearly demonstrate processes and timelines.Mitigate risk and potential loss of profits by identifying compliance issues, implementing corrective actions and communicating to leadership. Investigate and respond to Public Utility Commission, Attorney General and BBB complaints.","duration":"Aug 2020 Apr 2021 9 months","duration_short":"9 months","end_date":"Apr 2021","start_date":"Aug 2020","subtitle":"Energy Harbor","title":"Lead Business Analyst"},{"description":"Manage vendor relationship with third-party call center vendor.Participate in various market entries, including new business segment.Map current business and operational processes and recommended areas for improvement to management. Work with IT to improve, create and translate business requirements. Write user acceptance testing protocols and test for IT system integrations.","duration":"May 2019 Aug 2020 1 year 4 months","duration_short":"1 year 4 months","end_date":"Aug 2020","start_date":"May 2019","subtitle":"Energy Harbor","title":"Business Analyst III"}],"url":"https://www.linkedin.com/company/energy-harbor"},{"company":"FirstEnergy","company_id":"firstenergy-corp","location":"Akron, Ohio","positions":[{"description":"Manage a multitude of projects through the emergence from bankruptcy and separation from FirstEnergy Corp to Energy Harbor LLC.Vendor Management of existing and new Third Party Call Centers.Actively manage the enrollment of both Large Commercial Industrial, Small Medium Business and Residential customers. Manage a multitude of projects through the emergence from bankruptcy and separation from FirstEnergy Corp to Energy Harbor LLC.Vendor Management of existing and new Third Party Call Centers.Actively manage the enrollment of both Large Commercial Industrial, Small Medium Business and Residential customers.","duration":"May 2019 Aug 2020 1 year 4 months","duration_short":"1 year 4 months","end_date":"Aug 2020","start_date":"May 2019","subtitle":"FirstEnergy","title":"Analyst"}],"url":"https://www.linkedin.com/company/firstenergy-corp"},{"company":"FedEx Custom Critical","company_id":"fedex-custom-critical","location":null,"positions":[{"description":"Responsible for the management of multiple Solution Design and Implementation projects. Use strategic thinking for analysis of data to quantify the value FedEx Custom Critical creates for customers. Consult Healthcare customers on their supply chain specific to Cold Chain logistics and Good Distribution Practices. Subject matter expert on Cold Chain Packaging, including both passive and active technologies. Draft and Publish various technical testing protocols and validation reports.","duration":"Apr 2018 May 2019 1 year 2 months","duration_short":"1 year 2 months","end_date":"May 2019","start_date":"Apr 2018","subtitle":"FedEx Custom Critical","title":"Solutions Specialist"},{"description":"Consultative lead for Temp-Assure Shipping Studies to ensure healthcare companies are compliant. Consultant role includes validation of temperature control packaging for internal program and external customers. Quality Assurance Coordinator involves: Identify deviations, investigation, root cause analysis, formal deviation and corrective action report writing, administering thermal mapping of temperature control units. Analysis on thermal map testing, determine pass/fail requirements/results for units. Maintain a quality fleet of owner operator temperature control units, monitor performance and process maintenance paperwork. Qualify temperature control packaging solutions. Provide coaching and education when necessary.Conduct customer presentations and/or conference calls with sales and solutions representatives. Represent FedEx Custom Critical as an industry expert in temperature control services and equipment. Provide technical feedback to both customers and contractors. Specialize in Temperature Control Validation Shipping Studies. Including but not limited to creating protocols, working with sales, legal and customers on pricing, NDA’s, agreements, analysis of shipment study and generating formal written summary on study.","duration":"Mar 2010 Apr 2018 8 years 2 months","duration_short":"8 years 2 months","end_date":"Apr 2018","start_date":"Mar 2010","subtitle":"FedEx Custom Critical","title":"Quality Assurance Coordinator"}],"url":"https://www.linkedin.com/company/fedex-custom-critical"}]', '["Robert Scherzer “Amanda and I work together on multiple projects. Amanda is professional, organized, builds great rapport with clients and a true teammate. Clients recognize the value Amanda brings to the projects and solutions we offer at FedEx Custom Critical. I’m grateful to have Amanda on our team. ”","Sara Baldwin “Amanda is a great person to work with. Very hardworking and knowledgeable. She is a great asset to any team, and is very easy to work and get along with as she is a great team player. She is open to feedback and other points of view and is able to bring her own ideas to the table. ”"]']
User: ['David Mitchell', 'Princeton. Bain. Currently working as a SWE @ Microsoft. Talk to me about building, computer science, neuroscience, entrepreneurship, or finance.', 'Software Engineer at Microsoft. Princeton grad. Bain alum.', 'Microsoft', '[{"company":"Microsoft","company_id":"microsoft","industry":"Software Development","location":"Atlanta, Georgia, United States","positions":[{"description":"","duration":"Apr 2021 - Present 6 months","duration_short":"6 months","end_date":"Present","start_date":"Apr 2021","subtitle":"Microsoft","title":"Software Engineer"}],"url":"https://www.linkedin.com/company/microsoft"},{"company":"EMC Properties","company_id":null,"location":"Atlanta, Georgia, United States","positions":[{"description":"","duration":"Oct 2019 - Present 2 years","duration_short":"2 years","end_date":"Present","start_date":"Oct 2019","subtitle":"EMC Properties","title":"Software Engineer"}],"url":""},{"company":"BioCircuit Technologies","company_id":"biocircuit-technologies","location":"Atlanta, Georgia, United States","positions":[{"description":"","duration":"Jan 2021 Apr 2021 4 months","duration_short":"4 months","end_date":"Apr 2021","start_date":"Jan 2021","subtitle":"BioCircuit Technologies","title":"Software Engineer"}],"url":"https://www.linkedin.com/company/biocircuit-technologies"},{"company":"Bain & Company","company_id":"bain-and-company","location":"San Francisco Bay Area","positions":[{"description":"• Overhauled customer-facing business units of a $20 billion pharmaceutical company and piloted transition to scrum ways of working and agile principles for 18 business units; efforts led to substantial increase in consumer NPS resulting from new onboarding materials and customer-support infrastructure• Worked on small team that performed 4 due diligences on private equity targets; tasks included: secondary research, financial models, market analyses, deck creation, and expert calls • Overhauled customer-facing business units of a $20 billion pharmaceutical company and piloted transition to scrum ways of working and agile principles for 18 business units; efforts led to substantial increase in consumer NPS resulting from new onboarding materials and customer-support infrastructure• Worked on small team that performed 4 due diligences on private equity targets; tasks included: secondary research, financial models, market analyses, deck creation, and expert calls","duration":"Aug 2018 Sep 2019 1 year 2 months","duration_short":"1 year 2 months","end_date":"Sep 2019","start_date":"Aug 2018","subtitle":"Bain & Company","title":"Associate Consultant"}],"url":"https://www.linkedin.com/company/bain-and-company"},{"company":"Princeton University","company_id":"princeton-university","location":"Princeton University","positions":[{"description":"• Researched psychological and computational characteristics of persistent activity in the human brain during memory tasks • Analyzed psycho-physical time-series data from over 50 participants across 300 trials each in MATLAB and modeled neural network activity in Python• Started and completed 1.5 year long research project with limited assistance from lab members and PI; wrote 50+ page thesis • Researched psychological and computational characteristics of persistent activity in the human brain during memory tasks • Analyzed psycho-physical time-series data from over 50 participants across 300 trials each in MATLAB and modeled neural network activity in Python• Started and completed 1.5 year long research project with limited assistance from lab members and PI; wrote 50+ page thesis","duration":"Aug 2016 Jun 2018 1 year 11 months","duration_short":"1 year 11 months","end_date":"Jun 2018","start_date":"Aug 2016","subtitle":"Princeton University","title":"Undergraduate Researcher - Buschman Executive Control Lab"}],"url":"https://www.linkedin.com/company/princeton-university"},{"company":"Management Leadership for Tomorrow","company_id":"management-leadership-for-tomorrow","location":"","positions":[{"description":"• Selected as one of 230 for this 18-month professional development program for high-achieving diverse talent• Completed business case studies and intensive projects to hone analytical, quantitative and communication skills • Selected as one of 230 for this 18-month professional development program for high-achieving diverse talent• Completed business case studies and intensive projects to hone analytical, quantitative and communication skills","duration":"Apr 2016 May 2018 2 years 2 months","duration_short":"2 years 2 months","end_date":"May 2018","start_date":"Apr 2016","subtitle":"Management Leadership for Tomorrow","title":"Program Fellow"}],"url":"https://www.linkedin.com/company/management-leadership-for-tomorrow"},{"company":"A.T. Kearney","company_id":"kearney","location":"Greater New York City Area","positions":[{"description":"• Analyzed and assisted implementation of over 10 initiatives that resulted in annual realizable savings of up to 40 million dollars for the pharmacy division of a large supermarket retailer• Created a model that analyzes the operating hour schedule of competing pharmacies and hourly volumes in order to calculate an optimized operating hour schedule • Analyzed and assisted implementation of over 10 initiatives that resulted in annual realizable savings of up to 40 million dollars for the pharmacy division of a large supermarket retailer• Created a model that analyzes the operating hour schedule of competing pharmacies and hourly volumes in order to calculate an optimized operating hour schedule","duration":"Jun 2017 Aug 2017 3 months","duration_short":"3 months","end_date":"Aug 2017","start_date":"Jun 2017","subtitle":"A.T. Kearney","title":"Business Analyst"}],"url":"https://www.linkedin.com/company/kearney"}]', '["Dylan Stone-Miller “David was easily at the top of our software development training cohort. He always had answers for how to manage and analyze data, was an excellent teammate and leader, and was always the last one to leave. I learned the most from his models of algorithmic thinking - he frequently wrote code that beat out the vast majority of coders on LeetCode - and my software was always better and more efficient after a whiteboard session with David. I highly recommend David as a strong addition to any software development team.”","Rashad Collins “David is one of the most admirable peers i\'ve had the pleasure of working with during our immersive bootcamp; DigitalCrafts. He is strikingly brilliant, remarkably efficient, and carries an electrifying energy with his presence with such poise. Shows exceptional skills in data analytics, software development, and project management. To say that David would be an asset on any team is a grave understatement; his multi-dimensional approach to complex, logic based problem solving is quite enchanting. It was an honor working with David and I fully expect us to continue doing so.”"]']### Assistant: The agent's job is to manage vendor relationships and analyze market trends in the utilities industry. Today, the agent is reaching out to the user to discuss potential collaboration on a software development project for a new customer care system in the energy sector.
|
### Human: Agent: ['James Burkhardt', 'Accomplished and experienced sales leader/manager with extensive knowledge in financial services. Specializing in client representation, hiring, training, sales and management. Passionate Leader and Motivator by showing people they are capable of whatever they want to achieve.', 'Sales Development Leader at EMG', 'Eliot Management Group', '[{"company":"Eliot Management Group","company_id":"eliot-management-group","industry":"Financial Services","location":null,"positions":[{"description":"","duration":"Jan 2017 - Present 5 years 7 months","duration_short":"5 years 7 months","end_date":"Present","start_date":"Jan 2017","subtitle":"Eliot Management Group","title":"Sales Development Leader"},{"description":"- New Business Development, company growth analytics, business planning. - Generate leads with new and existing business.- Workshop and training strategies for sales team. Training on both numbers and how they work as well as sales strategies for my team to implement. -Business consulting with new and existing clients. - Financial Service training to both employees and clients.","duration":"Jul 2014 - Present 8 years 1 month","duration_short":"8 years 1 month","end_date":"Present","start_date":"Jul 2014","subtitle":"Eliot Management Group","title":"District Sales Manager"},{"description":"","duration":"Nov 2013 Jul 2014 9 months","duration_short":"9 months","end_date":"Jul 2014","start_date":"Nov 2013","subtitle":"Eliot Management Group","title":"Account Manager"}],"url":"https://www.linkedin.com/company/eliot-management-group"},{"company":"Newman medical providers","company_id":null,"location":"Dallas/Fort Worth Area","positions":[{"description":"responsible for acquiring and selling to potential customers in the DFW metro area. responsible for acquiring and selling to potential customers in the DFW metro area.","duration":"Jan 2011 Jul 2012 1 year 7 months","duration_short":"1 year 7 months","end_date":"Jul 2012","start_date":"Jan 2011","subtitle":"Newman medical providers","title":"Sales Representative"}],"url":""}]', '["Tate North “I worked under James as a sales representative at EMG. As a newcomer to a complicated industry, he provided knowledge and leadership that was crucial to my professional development both within the position and beyond. He is able to consistently get the best out of his team by providing healthy doses of positive reinforcement and constructive criticism. His natural sales ability along with his ability to motivate and guide others makes him an ideal candidate for any sales/management role.”","Davis Buckler “James was an awesome manager to work for. He was there to congratulate you after a good day, but more importantly he was there to pick you up after a bad day which is tough to come by. High energy all the time with a wide range of knowledge in the industry. Definitely made my job a lot easier and very enjoyable! ”"]']
User: ['Kimberly Welch', 'OBJECTIVE I am a detail-oriented person with strong interpersonal, organizational and computer skills .', 'Licensed Insurance Agent', 'Heidrick & Company Insurance', '[{"company":"Heidrick & Company Insurance","company_id":null,"location":"Sanibel, FL","positions":[{"description":"","duration":"Sep 2014 - Present 7 years 7 months","duration_short":"7 years 7 months","end_date":"Present","start_date":"Sep 2014","subtitle":"Heidrick & Company Insurance","title":"Client Service Manager"}],"url":""},{"company":"Reagan Marketing + Design","company_id":"reagan-marketing---design","location":"","positions":[{"description":"•Processed and coded vendor invoices for payment•Verified time was entered weekly, approved employee expense reports •Followed up on past due client invoices•Generated weekly reports to bookkeeper regarding PTO time and hourly employees•Maintained Monthly/Quarterly/Annual spreadsheets of client billings, employee profitability, billable targets and rates •Maintained Workamajig project management system and assisted project managers with Workamajig•Reconciled phone bill, AMEX, Visa, Fed Ex and UPS bills each month•Created reports as needed for project managers and clients•Tracked and maintained purchase orders•Performed filing, creating new files and annual purging of AR/AP files•Ran client billing worksheets, generated invoices and recorded payments when received•Responsible for ordering and maintaining of office supplies and back-up to receptionist•Provided project support/management during peak times of peak workloads","duration":"Nov 2009 Dec 2014 5 years 2 months","duration_short":"5 years 2 months","end_date":"Dec 2014","start_date":"Nov 2009","subtitle":"Reagan Marketing + Design","title":"Billing Manager"}],"url":"https://www.linkedin.com/company/reagan-marketing---design"},{"company":"RCM Technologies/NuSoft Solutions","company_id":null,"location":"","positions":[{"description":"Gatekeeper for contract review. Ensured that appropriate approvals were gained depending upon dollar amounts, type of project, etc... Reviewed Sales Turnover for adequacy and accuracy against the signed contract and created projects in TES (Time Entry System). Also set up new customers in TES and in Great PlainsMonitor and enforce employee time and other governance as required.Produced weekly variance, forecasting, actual, employee account reporting and others as requested for Executive Management. These reports were put into a Power Point presentation for their weekly meeting. Managed multiple projects for time entry and expense approval, forecasted projects and tracked budgets. Performed budget tracking, project status reporting and other billable project administration activities.Managed the fixed price billing process. Work with the other project managers to determine when milestones have been met and billing can occur. Created invoices using Great PlainsSupport the Microsoft billing requirements through use of Microsoft\'s ChangePoint system and online billing system. Enter hours on a weekly basis into ChangePoint. Reconcile hours and expenses as needed. Provide direct communication with Microsoft personnel when issues arise.Support the Dell billing requirements through use of Dell\'s Ariba system and using online billing system. Reconcile hours and expenses as needed. Provide direct communication with Dell personnel when issues arise.Backfills for receptionist, recurring billing, and general admin.Provide HR support for the Grand Rapids office as needed - new hire paperwork, benefit meetings.","duration":"Jan 2005 Apr 2008 3 years 4 months","duration_short":"3 years 4 months","end_date":"Apr 2008","start_date":"Jan 2005","subtitle":"RCM Technologies/NuSoft Solutions","title":"Project Coordinator/Finance Assistant"}],"url":""},{"company":"NuSoft Solutions","company_id":"nusoft-solutions","location":"","positions":[{"description":"A/R - Invoiced clients weekly based on contract terms; involved creating and updating spreadsheets, putting hours in Time Tracker, created invoices in QuickBooks and made collection calls regarding delinquent accounts. A/P - entered and paid bills, make deposits, entered and paid employee expense reportsInternal auditing of employee files, online auditing of employee benefits and benefits administration, set up new employee benefits, and new employee orientationsManaged and updated HR Portal (internal website) and updated company website with open positionsRecruited for open positions using various methods, set up interviewsPerformed various administrative tasks for HR Director","duration":"Feb 2004 Jan 2005 1 year","duration_short":"1 year","end_date":"Jan 2005","start_date":"Feb 2004","subtitle":"NuSoft Solutions","title":"HR Assistant/Finance Assistant/Recruiter"}],"url":"https://www.linkedin.com/company/nusoft-solutions"},{"company":"High Industries","company_id":"highcompanies","location":"","positions":[{"description":"¨Maintained and created highly effective organizational and filing systems, including quick and thorough indexing, resulting in easy access to critical information¨Kept up to date records on tenants, renew lease agreements, and type up new lease agreements for new tenants¨Created and distributed a quarterly newsletter to building tenants at three business parks¨Maintained accurate records related to accounts payable, accounts receivable, delinquent accounts, and process and code invoices¨Was responsible for taking tenant requests and disbursing requests to the proper personnel","duration":"Sep 2001 Jan 2004 2 years 5 months","duration_short":"2 years 5 months","end_date":"Jan 2004","start_date":"Sep 2001","subtitle":"High Industries","title":"Administrative Marketing Coordinator/Office Manager for High Associates"}],"url":"https://www.linkedin.com/company/highcompanies"},{"company":"Charter Communications","company_id":"charter-communications","location":"","positions":[{"description":"¨Maintained accurate records related to payroll, accounts payable, accounts receivable and delinquent accounts ¨Directly reported to and assist two Vice Presidents¨Organized travel itineraries and accommodations; purchased tickets; typed, file and expedited messages and business schedules for several Vice Presidents in the Regional Office¨Skilled in typing and correspondence writing, as well as meeting arrangements; proficient in Word and Excel; familiar with PowerPoint, Publisher, Access and all types of general office equipment","duration":"Sep 2000 Aug 2001 1 year","duration_short":"1 year","end_date":"Aug 2001","start_date":"Sep 2000","subtitle":"Charter Communications","title":"Regional Office Supervisor"}],"url":"https://www.linkedin.com/company/charter-communications"},{"company":"American Heart Association","company_id":"american-heart-association","location":"","positions":[{"description":"¨Assistant to two Regional Directors and Communications Director¨Created various reports, letters, memos, agendas, minutes, proposals, programs and databases using Word, Excel, VPS, GEMS, Publisher and PowerPoint¨Performed project coordination for major events such as: American Heart Walk, Galas, Golf events, Jump Rope For Heart and Hoops For Heart ¨Assistant to two Regional Directors and Communications Director¨Created various reports, letters, memos, agendas, minutes, proposals, programs and databases using Word, Excel, VPS, GEMS, Publisher and PowerPoint¨Performed project coordination for major events such as: American Heart Walk, Galas, Golf events, Jump Rope For Heart and Hoops For Heart","duration":"Nov 1999 Sep 2000 11 months","duration_short":"11 months","end_date":"Sep 2000","start_date":"Nov 1999","subtitle":"American Heart Association","title":"Administrative Assistant"}],"url":"https://www.linkedin.com/company/american-heart-association"}]', '["Ginny Burns “Kim is a pleasure to work with, friendly and helpful to customers and a self starter who is on top of things before being asked.”","Bill Shreffler “Kim is a high energy professional. She is very diligent in her work and cares deeply about her job and her company. She is also a great team player with a terrific attitude.”"]']### Assistant: The agent's job is to provide client representation and sales training, and today the user is reaching out to the agent because they need assistance with their insurance policies.
|
### Human: Agent: ['Steve Teal', 'Experienced System Analyst with a demonstrated history of working in the hospital & health care industry. Skilled in Budgeting, Analytics, Databases, Editing, and Operating Budgets. Strong information technology professional with a Master of Science (MS) focused in Applied Economics from Texas Tech University.', 'Certified Epic Analyst at Atos', 'Atos', '[{"company":"Atos","company_id":"atos","industry":"Information Technology and Services","location":"Dallas-Fort Worth Metroplex","positions":[{"description":"Certified in Epic OptimeCertified in Epic AnesthesiaCertified in Epic CupidCertified in Epic HODProficient in Epic SecurityProficient in Cogito Clinical Data ModelProficient in Epic Reporting WorkbenchProficient in Epic Radar AdministrationOptime Analyst BadgeOptime Reporting Badge Certified in Epic OptimeCertified in Epic AnesthesiaCertified in Epic CupidCertified in Epic HODProficient in Epic SecurityProficient in Cogito Clinical Data ModelProficient in Epic Reporting WorkbenchProficient in Epic Radar AdministrationOptime Analyst BadgeOptime Reporting Badge","duration":"May 2021 - Present 7 months","duration_short":"7 months","end_date":"Present","start_date":"May 2021","subtitle":"Atos","title":"Certified Epic Analyst"}],"url":"https://www.linkedin.com/company/atos"},{"company":"Baylor Scott & White Health","company_id":"bswhealth","location":"Dallas/Fort Worth Area","positions":[{"description":"Certified in Epic OptimeCertified in Epic AnesthesiaCertified in Epic CupidProficient in Epic SecurityProficient in Cogito Clinical Data ModelProficient in Epic Reporting WorkbenchProficient in Epic Radar AdministrationOptime Analyst BadgeOptime Reporting Badge Certified in Epic OptimeCertified in Epic AnesthesiaCertified in Epic CupidProficient in Epic SecurityProficient in Cogito Clinical Data ModelProficient in Epic Reporting WorkbenchProficient in Epic Radar AdministrationOptime Analyst BadgeOptime Reporting Badge","duration":"Nov 2017 May 2021 3 years 7 months","duration_short":"3 years 7 months","end_date":"May 2021","start_date":"Nov 2017","subtitle":"Baylor Scott & White Health","title":"Certified Epic Analyst"}],"url":"https://www.linkedin.com/company/bswhealth"},{"company":"Baylor Health Care System","company_id":"bswhealth","location":"","positions":[{"description":"Supports clinical applications, manages databases, writes reports and analyzes data. Supports clinical applications, manages databases, writes reports and analyzes data.","duration":"Feb 2013 2017 4 years","duration_short":"4 years","end_date":"2017","start_date":"Feb 2013","subtitle":"Baylor Health Care System","title":"Systems Analyst"}],"url":"https://www.linkedin.com/company/bswhealth"},{"company":"Children\'s Medical Center","company_id":"childrenshealth","location":null,"positions":[{"description":"Provide leadership and oversight for all financial and business-related activities for a large, multidisciplinary division related to employee education and training.","duration":"Jun 2010 Feb 2013 2 years 9 months","duration_short":"2 years 9 months","end_date":"Feb 2013","start_date":"Jun 2010","subtitle":"Children\'s Medical Center","title":"Business Services Manager"},{"description":"Business and financial management of two federally funded grants; $1.4 million grant for improving nurse retention and $0.9 million grant for improving nursing workforce diversity.","duration":"Jan 2008 Jun 2010 2 years 6 months","duration_short":"2 years 6 months","end_date":"Jun 2010","start_date":"Jan 2008","subtitle":"Children\'s Medical Center","title":"Manager, Grants and Data Management"},{"description":"Data analyst in the Clinical Education and Research Department. Managed all data elements for two federally funded grants","duration":"Aug 2005 Jan 2008 2 years 6 months","duration_short":"2 years 6 months","end_date":"Jan 2008","start_date":"Aug 2005","subtitle":"Children\'s Medical Center","title":"Planning and Data Analyst"}],"url":"https://www.linkedin.com/company/childrenshealth"}]', '["Kathy Speer “Steve is one of the most reliable, honest hardworking people I have worked with. His attention to detail when whether working with database management, data analysis, action planning and grants mangement was phenomenal. I never had to worry about inaccuracies. He managed the budgets of multiple departments and cost centers as well as well as creating and managing reports for those departments. I highly recommend him.”","Emmanuel, Jr. Okafor “Honesty, Empathy, and Empowerment are the three characteristics I most admire about Steve. You can always count on him to be sincere, transparent, and to acknowledge other people\'s view points. In addition to being a wonderful manager, Steve is also a great team player. He is always available to lend a helping hand. I have tremendous respect for his attention to details; he is the best reviewer I worked with at Children\'s. Steve is also a very competent worker especially in operating budgets and data analysis. He created an amazing dashboard that helped us understand the monthly learning and financial outcomes of the Learning Institute. He was also very instrumental in analyzing data for some of my high profile projects. I highly recommend Steve; he would be a wonderful addition to any organization.”"]']
User: ['Mike Truax', 'Mid-manager with 10 years management experience.Career orientedSpecialties: Strong Electronics and Optics BackgroundLeadershipTraining and instruction (Formal and on the job)', 'Production Line Lead', 'Healthcare AZ', '[{"company":"Healthcare AZ","company_id":null,"location":"Goodyear, Arizona, United States","positions":[{"description":"","duration":"Mar 2021 - Present 7 months","duration_short":"7 months","end_date":"Present","start_date":"Mar 2021","subtitle":"Healthcare AZ","title":"Production Line Lead"}],"url":""},{"company":"KBR, Inc.","company_id":"kbr-inc","location":"United States","positions":[{"description":"","duration":"Nov 2020 Mar 2021 5 months","duration_short":"5 months","end_date":"Mar 2021","start_date":"Nov 2020","subtitle":"KBR, Inc.","title":"Maintenance Mechanic, Electrical Controls Lead"}],"url":"https://www.linkedin.com/company/kbr-inc"},{"company":"Tokyo Electron America, Inc.","company_id":"tokyo-electron-america-inc.","location":"Chandler, Arizona","positions":[{"description":"","duration":"Oct 2019 Nov 2020 1 year 2 months","duration_short":"1 year 2 months","end_date":"Nov 2020","start_date":"Oct 2019","subtitle":"Tokyo Electron America, Inc.","title":"Field Service Engineer/Start-up Engineer"}],"url":"https://www.linkedin.com/company/tokyo-electron-america-inc."},{"company":"GE Renewable Energy","company_id":"gerenewableenergy","location":"Phoenix, Arizona Area","positions":[{"description":"","duration":"Feb 2019 Oct 2019 9 months","duration_short":"9 months","end_date":"Oct 2019","start_date":"Feb 2019","subtitle":"GE Renewable Energy","title":"Electro Mechanical Technician"}],"url":"https://www.linkedin.com/company/gerenewableenergy"},{"company":"Siemens","company_id":"siemens","location":"","positions":[{"description":"","duration":"Sep 2017 Feb 2019 1 year 6 months","duration_short":"1 year 6 months","end_date":"Feb 2019","start_date":"Sep 2017","subtitle":"Siemens","title":"Field Service Mechanic/Team Lead"}],"url":"https://www.linkedin.com/company/siemens"},{"company":"Compound Photonics","company_id":"compound-photonics","location":"Phoenix, Arizona","positions":[{"description":"","duration":"Nov 2014 May 2017 2 years 7 months","duration_short":"2 years 7 months","end_date":"May 2017","start_date":"Nov 2014","subtitle":"Compound Photonics","title":"Project Coordinator/Engineering Technician"}],"url":"https://www.linkedin.com/company/compound-photonics"},{"company":"Melles Griot","company_id":"melles-griot","location":"Carlsbad, CA","positions":[{"description":"","duration":"May 2011 Nov 2014 3 years 7 months","duration_short":"3 years 7 months","end_date":"Nov 2014","start_date":"May 2011","subtitle":"Melles Griot","title":"Production Line Lead"}],"url":"https://www.linkedin.com/company/melles-griot"},{"company":"Cymer","company_id":"cymer","location":"Rancho Bernardo, CA","positions":[{"description":"","duration":"May 2010 May 2011 1 year 1 month","duration_short":"1 year 1 month","end_date":"May 2011","start_date":"May 2010","subtitle":"Cymer","title":"Optics Production Tech 2"}],"url":"https://www.linkedin.com/company/cymer"},{"company":"US Navy","company_id":"us-navy","location":"","positions":[{"description":"Management, Project Management, Operations Management Management, Project Management, Operations Management","duration":"Jun 1991 Apr 2010 18 years 11 months","duration_short":"18 years 11 months","end_date":"Apr 2010","start_date":"Jun 1991","subtitle":"US Navy","title":"Cryptologic Technician (Technical) Chief CTTC"}],"url":"https://www.linkedin.com/company/us-navy"},{"company":"BEI Electronics","company_id":"bei-electronics","location":"Franksville, WI","positions":[{"description":"","duration":"Mar 2000 May 2001 1 year 3 months","duration_short":"1 year 3 months","end_date":"May 2001","start_date":"Mar 2000","subtitle":"BEI Electronics","title":"Electronic Test and Repair Technician"}],"url":"https://www.linkedin.com/company/bei-electronics"}]', '["Rick Portugal “I worked with Larry for about a year in Cymer\'s Optics dept. He has a good technical aptitude and is a quick learner when given the opportunity. He takes the quality of his work very seriously while at the same time he has a good sense of humor. Definitely a great guy to have on a team.”","Stuart Jurist “Larry is definitely a \\"get-it-done\\" kind of guy. Learns quickly, applies himself to his work diligently. This, combined with his sense of humor and ability to get along well with others, makes him nice to have on the team.”"]']### Assistant: The agent's job is to analyze data and manage budgets, and today they are reaching out to the user because they need assistance with training and instruction for a new project.
|
### Human: Agent: ['Peter Nichols, MD', 'Experienced Chief Medical Officer with a demonstrated history of working in the mental health care industry. Strong healthcare services professional skilled in Healthcare Consulting, Case Management, Clinical Supervision, Healthcare Information Technology (HIT), and Psychiatry.', 'Director Of Medical Services at Edgewood', 'Edgewood', '[]', '["Ada Andrist “Dr. Nichols is caring and compassionate, and understands issues related to adolescents and their families.”","Ashishkumar Rajput “Dr. Nichols is a well-rounded, intelligent & friendly psychiatrist at Streamwood Behavioral Health Systems. His thoroughness is what amazes me. His physician orders are never missing anything & written very clearly. I\'ve also seen him do a presentation on psych meds & not only he presented key information, but in a way that it was easily absorbed by all the healthcare professionals attending the presentation. I would recommend his work for any healthcare group.”"]']
User: ['Desiree Hillemann, MAEd, PPSC', 'Experienced school counselor with a demonstrated history of working in fields dedicated to prevention, intervention, and education. Skilled in interviewing, training, curriculum development, and student counseling. Masters in Education with a Personnel Pupil Services Credential focused in School Counseling from Concordia University Irvine. Active in both the American School Counselor Association (ASCA) and California Association of School Counselors (CASC).', 'Making a positive difference in people’s lives every day!', 'Irvine Unified School District', '[{"company":"Irvine Unified School District","company_id":"irvine-unified-school-district","industry":"Primary and Secondary Education","location":null,"positions":[{"description":"","duration":"Jan 2013 - Present 8 years 7 months","duration_short":"8 years 7 months","end_date":"Present","start_date":"Jan 2013","subtitle":"Irvine Unified School District","title":"Guest Teacher"},{"description":"","duration":"Sep 2016 Jun 2017 10 months","duration_short":"10 months","end_date":"Jun 2017","start_date":"Sep 2016","subtitle":"Irvine Unified School District","title":"School Counselor Intern"}],"url":"https://www.linkedin.com/company/irvine-unified-school-district"},{"company":"Wilson Elementaty School","company_id":null,"location":"Santa Ana, CA","positions":[{"description":"","duration":"Aug 2017 Jun 2018 11 months","duration_short":"11 months","end_date":"Jun 2018","start_date":"Aug 2017","subtitle":"Wilson Elementaty School","title":"School Counselor"}],"url":""},{"company":"Outreach Concern, Inc.","company_id":"outreach-concern-inc-","location":"Eader Elementary School, Huntington Beach, CA","positions":[{"description":"","duration":"Aug 2015 Jun 2016 11 months","duration_short":"11 months","end_date":"Jun 2016","start_date":"Aug 2015","subtitle":"Outreach Concern, Inc.","title":"School Counselor"}],"url":"https://www.linkedin.com/company/outreach-concern-inc-"},{"company":"Tustin Unified School District","company_id":null,"location":"Arnold Beckman High School","positions":[{"description":"","duration":"Jan 2015 Jun 2016 1 year 6 months","duration_short":"1 year 6 months","end_date":"Jun 2016","start_date":"Jan 2015","subtitle":"Tustin Unified School District","title":"School Counseling Intern"}],"url":""},{"company":"Pacific Life Insurance Company","company_id":null,"location":"","positions":[{"description":"","duration":"Feb 2000 Feb 2011 11 years 1 month","duration_short":"11 years 1 month","end_date":"Feb 2011","start_date":"Feb 2000","subtitle":"Pacific Life Insurance Company","title":"Learning and Development Coordinator"}],"url":""},{"company":"Tustin Unified School District","company_id":null,"location":"","positions":[{"description":"","duration":"Nov 1999 May 2000 7 months","duration_short":"7 months","end_date":"May 2000","start_date":"Nov 1999","subtitle":"Tustin Unified School District","title":"ESL Instructor"}],"url":""},{"company":"Los Angeles Unified School District","company_id":"los-angeles-unified-school-district","location":"","positions":[{"description":"","duration":"Aug 1997 Aug 1999 2 years 1 month","duration_short":"2 years 1 month","end_date":"Aug 1999","start_date":"Aug 1997","subtitle":"Los Angeles Unified School District","title":"Classroom Teacher"}],"url":"https://www.linkedin.com/company/los-angeles-unified-school-district"}]', '["“She has such a great, reliable, professional personality. She is very caring,compassionate and personal. Her writing skill is what made her shine. It is a true pleasure to work with her.”","“Desiree is an enthusiastic, creative, and diligent worker who is not afraid to think outside the box and challenge prevailing wisdom. She would be an asset to any team.”"]']### Assistant: The agent's job is to provide mental health consultation and support services. Today, the user is reaching out to the agent because they need assistance in developing a prevention and intervention program for their school district.
|
### Human: Agent: ['Richard Billeter', '• Adept working with customers, partners, vendors, and all stakeholders as a seasoned Project Manager, bringing more than 20 years of experience, structure, focus, and vision.• Helped successfully lead FIS Global Craftsman Tooling Team go-lives for integrated Broadcom suite, resulting in $34.4 million cost savings over 3-years: 75,000 Clarity users (timesheet and financial management), for 7,000 Rally (development) and decommissioned 5 tools. • Led and completed Rally/Clarity support team hand-off to Contact Center from development, led weekly and ad-hoc calls, created project plan, RACI diagrams, and created Phase 1 and 2 run books with off-shore team.• Project Management Professional (PMP) certified for 12 years. Skilled at translating deep IT technical information to any audience or stakeholder with strong communication skills.• Offer extensive financial services experience – most recently with FIS Global, releasing first version of cost-transparency portal/analyzing general ledger, nearly 10 years managing projects with Citigroup, and also as a financial adviser with Edward Jones, focusing on building relationships.• Use assessments, discussions, planning and strategy sessions, to understand the business and customer needs. Guided and followed defined process inputs and outputs to complete critical project initiatives, with strong project management skills. Hold Joint Application Developer (JAD) sessions with various SMEs to help drive solutions and resolve gaps.• Bring innovative approach to all solutions, whether by bringing better functionality to Clarity tool for timekeeping/financial management; sessions introducing faster load times for completing Make a Payment and Sign-on modules at Citicards.com or researching/installing next-generation learning (edx, xwiki) and project management tools (kanboard) for CEVA Logistics, a 50,000-employee company.', 'Senior Project Manager at FIS Global', 'FIS', '[{"company":"FIS","company_id":"fis","industry":"Information Technology and Services","location":"Jacksonville, Florida, United States","positions":[{"description":"• On a Process Improvement / Transformation and Strategic Initiatives team supporting IT, IT Operations and software application development in SAFe agile environment and culture.• Helped successfully lead Craftsman Tooling Team go-lives for integrated Broadcom suite, resulting in $34.4 million cost savings over 3-years: 75,000 Clarity users (timesheet and financial management and for 7,000 Rally (development) and decommissioned 5 tools. • Led and completed Rally/Clarity support team hand-off from development, led weekly and ad-hoc calls, created project plan, RACI diagrams, and created Phase 1 and 2 run books with off-shore team. • Served as Clarity chief-of-staff, supporting our platform lead and ‘parking lot’ assistance for several Clarity functionality improvements. Charged with creating writing templates and sharing note-taking best practices.• Led Apptio Cost-Transparency initiative, overcame financial team hurdles to get Minimum Viable Product (MVP) for senior managers/executives to use, the tool was visually rich with reporting, weaving together finance (general ledger), labor, ticketing and applications (decisioning engine showing savings areas) into one bi-directional portal.","duration":"Apr 2020 - Present 1 year 4 months","duration_short":"1 year 4 months","end_date":"Present","start_date":"Apr 2020","subtitle":"FIS","title":"Strategy & Transformation Project Manager II"}],"url":"https://www.linkedin.com/company/fis"},{"company":"CEVA Logistics","company_id":"ceva-logistics","location":"Jacksonville, Florida Area","positions":[{"description":"Helped manage logistics-based, primarily learning and knowledge projects for CEVA Logistics.Worked with both waterfall and agile methodologies.","duration":"Oct 2012 Jan 2020 7 years 4 months","duration_short":"7 years 4 months","end_date":"Jan 2020","start_date":"Oct 2012","subtitle":"CEVA Logistics","title":"Project Manager, Enterprise Services, Product Management Team"}],"url":"https://www.linkedin.com/company/ceva-logistics"},{"company":"Experis IT","company_id":"experis-executive-france","location":"Jacksonville, Florida Area","positions":[{"description":"Consultant - Providing the same Project Lead/Knowledge Management duties listed above.","duration":"Dec 2011 Nov 2012 1 year","duration_short":"1 year","end_date":"Nov 2012","start_date":"Dec 2011","subtitle":"Experis IT","title":"Project/Knowledge Management Consultant"}],"url":"https://www.linkedin.com/company/experis-executive-france"},{"company":"Randstad Technologies US","company_id":"randstad-technologies-us","location":"Jacksonville, Florida Area","positions":[{"description":"• Conducted market research and created rated scorecard, used in the selection of a candidate for medical needs booking intranet (Circana). Identified finalist and completed RFP proposals.• Interviewed executive officers on complex health issues to understand needs, gather research. Wrote requirements for complex reports, created for executive officer use, on a host of health issues.","duration":"Jul 2011 Oct 2011 4 months","duration_short":"4 months","end_date":"Oct 2011","start_date":"Jul 2011","subtitle":"Randstad Technologies US","title":"Business Systems Analyst - Consultant"}],"url":"https://www.linkedin.com/company/randstad-technologies-us"},{"company":"Edward Jones","company_id":"edward-jones","location":"","positions":[{"description":"Built and managed client relationships and helped people achieve their long-term financial goals. Previously held Series 7, Series 66, 2-15 (life, health insurance, annuity) licenses, and long-term care certification.","duration":"Jun 2009 Jan 2011 1 year 8 months","duration_short":"1 year 8 months","end_date":"Jan 2011","start_date":"Jun 2009","subtitle":"Edward Jones","title":"Financial Advisor"}],"url":"https://www.linkedin.com/company/edward-jones"},{"company":"Citi","company_id":"citi","location":"","positions":[{"description":"• User Interface Lead for Citigroup (five years), managing external-facing web sites (servicing, marketing, and acquisitions) and supervising the work of seven contractors. Servicing site had 10 million card members who would sign-in to site.• Focused on excellent client service and software delivery for Internet projects. Coordinated offshore and onshore resources for both UI and java development. • Oversaw development of projects and end-to-end completion of major, minor and maintenance projects through the entire Software Development Life Cycle, from planning (estimates, milestones); development; design; testing; implementation and maintenance.","duration":"Aug 2000 May 2009 8 years 10 months","duration_short":"8 years 10 months","end_date":"May 2009","start_date":"Aug 2000","subtitle":"Citi","title":"Asst. Vice President, Cards IT Internet, Lead Analyst"}],"url":"https://www.linkedin.com/company/citi"},{"company":"Cox Interactive Media","company_id":"cox-interactive-media","location":"","positions":[{"description":"Charged with producing content for Web sites on deadline. Worked out of partner, WEPC-TV (NEWS 12), a CBS-affiliate station. Worked closely with news producers and reporters. Helped re-design and launch the Palm Beach Post Electronic Edition.","duration":"Sep 1998 Aug 2000 2 years","duration_short":"2 years","end_date":"Aug 2000","start_date":"Sep 1998","subtitle":"Cox Interactive Media","title":"Lead Producer"}],"url":"https://www.linkedin.com/company/cox-interactive-media"},{"company":"Naples Daily News","company_id":null,"location":"","positions":[{"description":"Served as first Online Community Editor, responsible for creating community site and training 100 community groups to self-publish. Conducted in-service training for county teachers. Served as Online Editor, charged with producing content for Naplesnews.com","duration":"Jun 1996 Sep 1998 2 years 4 months","duration_short":"2 years 4 months","end_date":"Sep 1998","start_date":"Jun 1996","subtitle":"Naples Daily News","title":"Online Community Editor"}],"url":""},{"company":"Akron Beacon Journal","company_id":null,"location":"","positions":[{"description":"Joined as a correspondent covering Kent and Portage County areas and general assignment as needed.","duration":"Apr 1995 Jun 1996 1 year 3 months","duration_short":"1 year 3 months","end_date":"Jun 1996","start_date":"Apr 1995","subtitle":"Akron Beacon Journal","title":"Correspondent"}],"url":""}]', '["“An excellent leader who knows exactly how to drive a team in delivery oriented path with outstanding project management skills. Brought together the offshore and onsite teams in harmony by helping identify and solve the gaps in SDLC. Dick is what, it takes for a team with major deliverable gaps to get in to right track. Also has excellent insight in to technology, design and audit aspects of software development.”","“Dick is always willing to assist and mentor internal and external clients on industry standards and how they are tailored to fit and work how each company does business. dick\'s abilitiy to explain the \'how\' and the \'why\' is a true gift.”"]']
User: ['Julie Kuss', 'SPECIALTIESExtensive experience in brand management, product marketing, project management, development and execution of major campaigns, product development, strategic planning, marketing and advertising communications, market research, product forecasting, budget development and management and client account management.KEY STRENGTHS• Extensive experience in project and account management, development and execution of major marketing campaigns, product development and management, strategic planning, marketing and advertising communications, market research, product forecasting, budget development and management, and publishing. • Extensive experience utilizing web, email, direct marketing, and advertising strategies and procedures.• Action-orientated planner and implementer with excellent organizational and communication skills. • Excellent team building, management and people skills. Continually builds consensus among team members and key stakeholders.• Consistently balances big picture vision with strong detail orientation.• Maintains knowledge about client needs and stays up to date on key changes within the market place.• Uses advanced technical skills to enhance key strengths and abilities.', 'Marketing Communications Manager', 'Alternative Marketing Options', '[{"company":"Alternative Marketing Options","company_id":null,"location":"Colorado Springs, Colorado Area","positions":[{"description":"Brand Development, Project Management, Strategic Planning, Digital Communications Brand Development, Project Management, Strategic Planning, Digital Communications","duration":"Oct 2004 - Present 17 years 1 month","duration_short":"17 years 1 month","end_date":"Present","start_date":"Oct 2004","subtitle":"Alternative Marketing Options","title":"Marketing Consultant"}],"url":""},{"company":"El Paso County Medical Society","company_id":"el-paso-county-medical-society","location":"Colorado Springs","positions":[{"description":"","duration":"Jun 2017 - Present 4 years 5 months","duration_short":"4 years 5 months","end_date":"Present","start_date":"Jun 2017","subtitle":"El Paso County Medical Society","title":"Marketing Manager"}],"url":"https://www.linkedin.com/company/el-paso-county-medical-society"},{"company":"The Elevation Group","company_id":null,"location":"Colorado Springs, Colorado Area","positions":[{"description":"Account Manager for all direct marketing campaigns supporting non-profit organizations and ministries. Campaigns included product development, brand identity development, marketing communications, strategic planning, and business development. Accomplishments: Development and launch of publishing resources supporting non-profits and for retail sale. Brand identity and market development for four non-profit organizations (two of which were new to the market place) and seven authors. Implementation of numerous capital growth and fundraising campaigns which resulted in significant funding and above goal results for the clients served.","duration":"Jun 2010 Dec 2012 2 years 7 months","duration_short":"2 years 7 months","end_date":"Dec 2012","start_date":"Jun 2010","subtitle":"The Elevation Group","title":"Marketing Manager/Account Executive"}],"url":""},{"company":"Focus on the Family","company_id":"focus-on-the-family","location":null,"positions":[{"description":"Responsible for the oversight of all new publishing manuscripts. Presented publishing recommendations to Executive Acquisitions Team. Accomplishments: development and execution of tracking database software to report status and record communications with team members and potential authors about proposals, resulting in an increase in efficiency by over 50%.","duration":"Sep 2003 Aug 2004 1 year","duration_short":"1 year","end_date":"Aug 2004","start_date":"Sep 2003","subtitle":"Focus on the Family","title":"Marketing Acquisitions Manager"},{"description":"Strategic planning; product development, promotions management and brand/identity development and management for numerous core business units; Included financial forecasting and budget planning for all products and business units, campaign development and execution, product and ministry promotions, and the management of consultants, vendors and several staff members. Accomplishments: A major re-launch of a business unit including new identity, website, advertising, conferences and products. A successful launch of a new business unit. Successfully managed up to 20 new products per year as well as 80-100 key revenue producing back-list titles.","duration":"2000 Sep 2003 3 years","duration_short":"3 years","end_date":"Sep 2003","start_date":"2000","subtitle":"Focus on the Family","title":"Marketing Brand/Product Manager"}],"url":"https://www.linkedin.com/company/focus-on-the-family"},{"company":"MEDTRONIC Neurological","company_id":"medtronic","location":null,"positions":[{"description":"Global marketing management for the development of new products during all phases of the product life cycle. Responsible for coordination and development of launch teams, market research, customer product testing, product promotional materials and campaigns, budget management, product pricing, forecasting and the implementation of product training to physicians, nurses, sales force and in-house personnel. Products included implantable, programmable drug infusion systems for the treatment of chronic pain and severe spasticity, programmers, catheters and accessories, as well as spinal cord stimulation leads and accessories.","duration":"1994 2000 6 years","duration_short":"6 years","end_date":"2000","start_date":"1994","subtitle":"MEDTRONIC Neurological","title":"Marketing Product Manager"},{"description":"Managed all logistics regarding International, National, Regional and local convention activities for the Neurological Division, including graphic and message development, promotions, event logistics, lead distribution, budget management, reporting, on-site set up and staff management. Editor and staff supervisor for worldwide divisional newsletter. Also directed the development of product specification sheets and sales materials.","duration":"1992 1994 2 years","duration_short":"2 years","end_date":"1994","start_date":"1992","subtitle":"MEDTRONIC Neurological","title":"Marketing Communications"}],"url":"https://www.linkedin.com/company/medtronic"},{"company":"HEWLETT-PACKARD","company_id":"hewlett-packard-enterprise","location":"Greater Minneapolis-St. Paul Area","positions":[{"description":"","duration":"Aug 1989 Aug 1993 4 years 1 month","duration_short":"4 years 1 month","end_date":"Aug 1993","start_date":"Aug 1989","subtitle":"HEWLETT-PACKARD","title":"Marketing Coordinator"}],"url":"https://www.linkedin.com/company/hewlett-packard-enterprise"}]', '["Theresa Mills “It has been a pleasure working with Julie on my job-search blog, Job Search Success. Julie has played a vital role in helping me rebrand my blog and effectively identify and reach new target markets, resulting in an increase in traffic. She is both creative and strategic and highly skilled at marketing. Any company that hires her for a marketing position will be glad they did.”","Karl Schaller “Julie Kuss\'s ability to work tirelessly for our clients was always above and beyond the call of duty. I would get emails and texts from Julie at all hours of the day and night and on weekend asking about the status of various client jobs. Julie cares about clients. Our clients always felt affirmed and encouraged by Julie. Julie has a wonderful personality and people enjoy working with her. Julie juggles many tasks at once. For an agency, she was a godsend to look over office administration, accounting, and client affairs. Julie’s maturity in working with various client personalities was always evident. As a result, we always allowed Julie great freedom to work independently.”"]']### Assistant: The agent's job is to drive marketing campaigns and brand development, while today the user is reaching out to the agent because they need assistance in rebranding their blog and effectively identifying and reaching new target markets.
|
### Human: Agent: ['Sheila Lemon', 'Launched Citrus Advertising agency specializing in multi-unit retail with a new premise, to provide best in class advertising, creative, strategy, public relations, social and community management, media and digital services. We are grounded in technology platforms, measuring data and driving results with a cost-effective model. We are passionate about implementing entrepreneurial business principals, driving innovation and ensuring the success of our clients and agency. Our experience in the retail environment gives us a unique perspective to understand business goals and develop strategic marketing plans to drive results. We provide full service integrated services and implement effectively and efficiently. Citrus has proven results for both private and publicly held companies. We specialize in brand development, repositioning and discovering key insights to propel consumers to take action.', 'Chief Executive Officer at Citrus Advertising', 'Citrus Advertising', '[{"company":"Citrus Advertising","company_id":"citrusadv","industry":"Advertising Services","location":null,"positions":[{"description":"Launched Citrus Advertising agency specializing in multi-unit retail with a new premise, to provide best in class advertising, creative, strategy, public relations, social and community management, media and digital services. We are grounded in technology platforms, measuring data and driving results with a cost-effective model. We are passionate about implementing entrepreneurial business principals, driving innovation and ensuring the success of Citrus Advertising, a female-owned company. Our purpose is to lift others up by enabling individuals and clients to realize the full extent of their potential, provide opportunity for people to maximize their talents and services and to propel others to success.","duration":"Mar 2018 - Present 4 years 5 months","duration_short":"4 years 5 months","end_date":"Present","start_date":"Mar 2018","subtitle":"Citrus Advertising","title":"Founder/CEO"},{"description":"Caliber – Citrus works with Caliber brands to provide strategic integrated marketing plans for each line of business to drive growth and dominance in their disciplines of the auto services industry. We collaborate with key stakeholders to bring research, trends and consumer insights to life through creative, brand repositioning and communication plans. Our team executes against all consumer marketing channels, media and public relations, and provides critical data to direct decisions and deliver results. Jamba Juice – Citrus partnered with Jamba Juice to develop marketing plans to power growth and brand awareness - with their ultimate goal of being acquired. The agency employed consumer research, along with internal insights from marketing and finance, to develop a fresh creative and marketing approach that brought renewed relevance to consumers and drove top-line sales. Jamba Juice was successfully sold to Focus Brands. Citrus won several awards for creative and public relations efforts. Cheddars Scratch Kitchen – Citrus engaged to develop an integrated marketing plan to quickly bring to life the company’s investment in the new name – Cheddar’s Scratch Kitchen. By repositioning the brand’s attributes, we beat typical casual dining industry benchmarks. Not only did the agency successfully navigate the brand repositioning but over-delivered sales goals for corporate and private equity stakeholders. The marketing plans paid off the investment and enabled the company to sell to Darden Industries for $756M with 140 locations.","duration":"Dec 2017 - Present 4 years 8 months","duration_short":"4 years 8 months","end_date":"Present","start_date":"Dec 2017","subtitle":"Citrus Advertising","title":"Chief Executive Officer"}],"url":"https://www.linkedin.com/company/citrusadv"},{"company":"Moroch","company_id":"moroch-partners","location":"Houston/Dallas/Northern California","positions":[{"description":"10+ years delivering strategic marketing plans and activate agency services on multiple accounts, including Visionworks (700+ locations), Stage Stores (500+ locations), James Avery (120+ locations) and Mission Pharmacal: Citracal and Theragesic brands. Excelled in brand reinvention, campaign and product launches and integrated multi-disciplines of marketing on campaigns for clients and iconic brands including McDonald’s, Mattress Giant, Lasik Plus, National Osteoporosis Foundation and Make-A-Wish Foundation. Successfully negotiated partner deals with Disney, the NFL, NBA, NHL, MBL, Little League World Series and numerous entertainment venues, all major TV and Radio networks, as well as many philanthropic organizations.","duration":"Jan 2000 Dec 2017 18 years","duration_short":"18 years","end_date":"Dec 2017","start_date":"Jan 2000","subtitle":"Moroch","title":"Sr. Partner"}],"url":"https://www.linkedin.com/company/moroch-partners"},{"company":"McDonald\'s","company_id":"mcdonald%27s-corporation","location":null,"positions":[{"description":"15+ years of McDonald’s experience, both on the Corporate side and agency side. Crafted and directed advertising strategy, marketing and public relations. Oversaw management and execution for multiple co-op market business, 1,000 restaurant locations. Comprehensive experience in data management, new product testing, product launches, marketing plan development, P & L accountability, directing media, marketing and creative development. Experienced in grand opening, LSM plans, internal employee incentive programs, and along with community, public relations and charitable boards. Experienced with McDonald’s brand guidelines, principals, safety and governance. Leveraged the brand with local, regional and national partners. Worked with multiple television and radio affiliates. Foundational leadership and team work with owner-operators, licensees, corporate teams, key suppliers and vendors throughout the U.S.","duration":"Jan 1990 Jan 2002 12 years 1 month","duration_short":"12 years 1 month","end_date":"Jan 2002","start_date":"Jan 1990","subtitle":"McDonald\'s","title":"Marketing Supervisor on McDonald\'s Agency Business"},{"description":"Directed all marketing and advertising efforts for Oklahoma, Arkansas and parts of Texas. Worked simultaneously with 3 different advertising agencys to bring McDonald\'s marketing plans and promotions to market. Responsible for 8 TV DMA\'s, and over 500 retail outlet locations. Represented McDonald\'s corporation in Grant Giving along with Ronald McDonald\'s House Charities. Directed corporate public relations activities.","duration":"Feb 1995 Jan 1996 1 year","duration_short":"1 year","end_date":"Jan 1996","start_date":"Feb 1995","subtitle":"McDonald\'s Corporation","title":"Marketing Supervisor at McDonald\'s Corporation"}],"url":"https://www.linkedin.com/company/mcdonald%27s-corporation"}]', '["Jan Anderson “Sheila is one-of-a-kind: she sincerely cares about her clients, is a quick study about their businesses, and loves nothing more than to help them reach their goals. In addition, she\'s an incredibly decent human being and a joy to work with. ”","Dwayne Chambers “Sheila has always been one of the most diligent, professional marketers I\'ve known. She blows me away in her ability to stay on top of details, remember key facts and people, and stay connected to the industry and trends.”"]']
User: ['Audra Rodriguez', "Legal Billing Coordinator with experience in multiple facets of billing, including hourly, flat fee, International, paper billing, paperless billing, electronic billing, and helping meet each clients' guidelines to ensure a smooth and timely outcome. Love working directly with Attorneys and Legal Administrative Assistants and coming up with new and innovative ways to improve our processes to better serve our clients.", 'Billing Specialist', 'Akin Gump Strauss Hauer & Feld LLP', '[{"company":"Akin Gump Strauss Hauer & Feld LLP","company_id":"akin-gump-strauss-hauer-&-feld-llp","industry":"Law Practice","location":"","positions":[{"description":"","duration":"Sep 2019 - Present 2 years 6 months","duration_short":"2 years 6 months","end_date":"Present","start_date":"Sep 2019","subtitle":"Akin Gump Strauss Hauer & Feld LLP","title":"Billing Specialist"}],"url":"https://www.linkedin.com/company/akin-gump-strauss-hauer-&-feld-llp"},{"company":"Thiebaud Remington Thornton Bailey LLP","company_id":null,"location":"Dallas, Tx","positions":[{"description":"Assist 9 attorneys, 5 legal nurse consultants, and legal secretaries with billing and accounting Provide attorneys with monthly pre-billing worksheets for review and approvalProcess paper and paperless bills and submit online to various e-billing websitesFollow-up on deductions and process appeals when necessaryResponsible for creating new clients and matters and preparing for time/expense entry and billingResponsible for creating new timekeepers/employees in e-billing system and all e-billing websitesReceive and apply payments and process electronic deposit to the bankResponsible for entering vendor invoices for billing and month end paymentPrepare month end vendor payment reports and provide invoices to A/P for paymentSome level 1 in-house IT tech support when needed","duration":"Jan 2012 Mar 2018 6 years 3 months","duration_short":"6 years 3 months","end_date":"Mar 2018","start_date":"Jan 2012","subtitle":"Thiebaud Remington Thornton Bailey LLP","title":"Billing/Accounting Coordinator"}],"url":""},{"company":"Strasburger & Price, LLP","company_id":"clark-hill-law","location":null,"positions":[{"description":"Assist 50 attorneys with hourly, flat fee and International billing. Experience with paper and paperless billing.Review and edit pre-bills as requested by attorney and legal administrative assistant.Process write-offs according to Firm policy.Apply retainer funds as directed by attorney.Able to produce high volume of complex bills in a timely manner.Review bills for accuracy and proper formatting.Make any adjustments as requested by attorney and produce final bill.Extensive knowledge of various electronic billing systems, including E-Billing HUB.Research and respond to any billing issues that may occur.Follow up on unpaid electronically submitted bills and research and resolve any issues.Work closely with attorney, legal administrative assistant, and client to ensure most efficient process.Excellent steward of firm resources.Assist with special projects as needed.Ensure strict confidentiality at all times.","duration":"Oct 2007 Nov 2011 4 years 2 months","duration_short":"4 years 2 months","end_date":"Nov 2011","start_date":"Oct 2007","subtitle":"Strasburger & Price, LLP","title":"Legal Billing Coordinator"},{"description":"Responsible for application of cash, credit card and wire transfer payments.Apply Trust receipts and distribute funds as requested by attorney.Transfer of funds from trust accounts to operating account.Research and resolve any unidentified funds received in a timely manner.Transfer of funds to GL to process client refunds as requested by attorney.Maintain and report any unallocated funds on a monthly basis.Process write offs as requested by attorneys.Daily and month-end balancing reports.","duration":"Oct 2007 Aug 2010 2 years 11 months","duration_short":"2 years 11 months","end_date":"Aug 2010","start_date":"Oct 2007","subtitle":"Strasburger & Price, LLP","title":"Cash and Trust Administrator"}],"url":"https://www.linkedin.com/company/clark-hill-law"},{"company":"DFW Tours","company_id":null,"location":"Dallas, Texas","positions":[{"description":"Supervise 11 employees in the accounting/ticketing departmentsManage 8 employees in the group reservations departmentResponsible for applications of cash, credit card, and wire transfer paymentsReceive and process weekly and monthly vendor billsIssue commission checks to Travel Agent clientsProcess and submit profit and commission reports for luxury travel department Maintain group travel accounting filesResponsible for daily bank reconciliation Quality control for bookings made and airline tickets issuedProcess airline tickets and/or hotel vouchers for passengers according to contract rulesWorked with over 40 commercial and private airlinesAssist with company mergers","duration":"Aug 1996 Oct 2007 11 years 3 months","duration_short":"11 years 3 months","end_date":"Oct 2007","start_date":"Aug 1996","subtitle":"DFW Tours","title":"Accounting/Ticketing Supervisor and Group Travel Manager"}],"url":""}]', '["R. Gregg Byrd “I enjoyed working with Audra for several years. She was knowledgeable, efficient, and reliable. I also appreciated her thoughtful, optimistic attitude. ”","Dianne Atchison “During the 10 years we worked together, Audra was a conscientious, integral part of her team, easily able to communicate efficiently and interact with other employees both inside and outside of her department. She remained organized and unflappable, even under the most pressurized circumstances.”"]']### Assistant: The agent's job is to provide integrated advertising and marketing services, while the user is reaching out to the agent because they need assistance in improving their billing processes to better serve their legal clients.
|
### Human: Agent: ['Prasad Kumar Koukuntla', "Certifications: • Certified TIBCO professional for TIBCO BusinessWorks 5.x. • Sun Certified Java Programmer for Java 2 Platform 1.4. • Brain Bench certified J2EE 1.4 professional. Professional Summary: • Worked with service companies like Tata Consultancy Services, HCL and TIBCO Software . • Worked for IvyComptech Ltd and Singapore mortgages In Java/J2EE technologies • Currently working for Macy's also Worked for Denver Water,Autodesk,Mattel,AT&T, T-mobile, Align Technology, CitiGroup(CitiCards) in TIBCO Suite. Specialties: TIBCO Suite , Java & J2EE", 'Principal Software Developer', 'Tri Dimensional Solutions Inc.', '[{"company":"Tri Dimensional Solutions Inc.","company_id":"tri-dimensional-solutions-inc-","industry":"IT Services and IT Consulting","location":"St Louis, Missouri, United States","positions":[{"description":"","duration":"May 2021 - Present 1 year 3 months","duration_short":"1 year 3 months","end_date":"Present","start_date":"May 2021","subtitle":"Tri Dimensional Solutions Inc.","title":"Principal Software Developer"}],"url":"https://www.linkedin.com/company/tri-dimensional-solutions-inc-"},{"company":"Williams-Sonoma, Inc.","company_id":"williams-sonoma-inc-","location":"Rocklin, California, United States","positions":[{"description":"","duration":"Feb 2017 Apr 2022 5 years 3 months","duration_short":"5 years 3 months","end_date":"Apr 2022","start_date":"Feb 2017","subtitle":"Williams-Sonoma, Inc.","title":"Lead Software Engineer"}],"url":"https://www.linkedin.com/company/williams-sonoma-inc-"},{"company":"TIBCO Software Inc.","company_id":"tibco","location":"Greater Atlanta Area","positions":[{"description":"I am working for Macy\'s to develop/support Macy\'s Loyalty applications. I am working for Macy\'s to develop/support Macy\'s Loyalty applications.","duration":"Dec 2015 Feb 2017 1 year 3 months","duration_short":"1 year 3 months","end_date":"Feb 2017","start_date":"Dec 2015","subtitle":"TIBCO Software Inc.","title":"Sr Consultant"}],"url":"https://www.linkedin.com/company/tibco"},{"company":"Denver Water","company_id":"denverwater","location":"Greater Denver Area","positions":[{"description":"Developed Integrations involving with inhouse applications CC&B, Maximo ,Peoplesoft,JDE and mobile applications. Integrated with cloud applications like Everbridge and Workfront.Extensively worked on ElasicSearch. Developed Integrations involving with inhouse applications CC&B, Maximo ,Peoplesoft,JDE and mobile applications. Integrated with cloud applications like Everbridge and Workfront.Extensively worked on ElasicSearch.","duration":"Apr 2014 Dec 2015 1 year 9 months","duration_short":"1 year 9 months","end_date":"Dec 2015","start_date":"Apr 2014","subtitle":"Denver Water","title":"Sr TIBCO Consultant"}],"url":"https://www.linkedin.com/company/denverwater"},{"company":"Autodesk","company_id":"autodesk","location":"San rafael, CA","positions":[{"description":"Integrations involving SAP and SFDC, Autodesk PLM 360 and rover applications. Integrations involving SAP and SFDC, Autodesk PLM 360 and rover applications.","duration":"Dec 2013 Apr 2014 5 months","duration_short":"5 months","end_date":"Apr 2014","start_date":"Dec 2013","subtitle":"Autodesk","title":"Sr Tibco Integration Developer"}],"url":"https://www.linkedin.com/company/autodesk"},{"company":"Denver Water","company_id":"denverwater","location":"Greater Denver Area","positions":[{"description":"Worked on build automation using Jenkins, TIBAnt, IVY and Artifactory.Worked on TIBCO interfaces and batch jobs integrated to Everbridge ,Active directory,PeopleSoft, Maximo and CC&B.Worked and used Splunk.Indexed data to elastic search and performed queries using Tibco bw.Using hazel cast cache with in TIBCO BW. Worked on build automation using Jenkins, TIBAnt, IVY and Artifactory.Worked on TIBCO interfaces and batch jobs integrated to Everbridge ,Active directory,PeopleSoft, Maximo and CC&B.Worked and used Splunk.Indexed data to elastic search and performed queries using Tibco bw.Using hazel cast cache with in TIBCO BW.","duration":"Sep 2012 Dec 2013 1 year 4 months","duration_short":"1 year 4 months","end_date":"Dec 2013","start_date":"Sep 2012","subtitle":"Denver Water","title":"Sr Integration Developer"}],"url":"https://www.linkedin.com/company/denverwater"},{"company":"TIBCO Software","company_id":"tibco","location":"Greater Los Angeles Area","positions":[{"description":"Infrastruture design for SOA and SOA implementation Infrastruture design for SOA and SOA implementation","duration":"Oct 2011 Oct 2012 1 year 1 month","duration_short":"1 year 1 month","end_date":"Oct 2012","start_date":"Oct 2011","subtitle":"TIBCO Software","title":"Sr TIBCO consultant"}],"url":"https://www.linkedin.com/company/tibco"},{"company":"AT&T","company_id":"att","location":"","positions":[{"description":"Responsible for providing technical system solutions and determining overall design direction. Provide the technical leadership and responsible for the technical integrity within a sub-system/application. Participate in development, Unit Testing, and implement the new version releases, new projects, and enhance the existing application. The responsibility includes creating application designs, validates high level designs, and business requirement. Develops strategies to make ongoing improvements that support system flexibility and performance and assess the technical feasibility of new technologies to enable integration into existing processes.","duration":"Nov 2008 Oct 2011 3 years","duration_short":"3 years","end_date":"Oct 2011","start_date":"Nov 2008","subtitle":"AT&T","title":"Architect/ Developer (Tibco)"}],"url":"https://www.linkedin.com/company/att"},{"company":"T-Mobile","company_id":"t-mobile","location":"","positions":[{"description":"I was working as an onsite lead from HCL,The roles are • Communicating with offshore and responsible for delivery.• Development of use-cases.• Support integration testing.• Configure and test individual integration server application touch-points to ensure application connectivity.• Use of Best Practices• Smoke test of entire integration after every code drop.• Code review.• Bug Tracing and Fixing. • Reviewing and writing app-support and design documents. I was working as an onsite lead from HCL,The roles are • Communicating with offshore and responsible for delivery.• Development of use-cases.• Support integration testing.• Configure and test individual integration server application touch-points to ensure application connectivity.• Use of Best Practices• Smoke test of entire integration after every code drop.• Code review.• Bug Tracing and Fixing. • Reviewing and writing app-support and design documents.","duration":"May 2008 Nov 2008 7 months","duration_short":"7 months","end_date":"Nov 2008","start_date":"May 2008","subtitle":"T-Mobile","title":"Senior Tibco Developer"}],"url":"https://www.linkedin.com/company/t-mobile"},{"company":"Align Technology","company_id":"align-technology","location":"","positions":[{"description":"","duration":"Feb 2008 Apr 2008 3 months","duration_short":"3 months","end_date":"Apr 2008","start_date":"Feb 2008","subtitle":"Align Technology","title":"Tibco Developer"}],"url":"https://www.linkedin.com/company/align-technology"},{"company":"AlignTechnology","company_id":null,"location":"","positions":[{"description":"","duration":"2008 2008 less than a year","duration_short":"less than a year","end_date":"2008","start_date":"2008","subtitle":"AlignTechnology","title":"Sr Integration Developer"}],"url":""},{"company":"Tata Consultancy Services","company_id":"tata-consultancy-services","location":"","positions":[{"description":"Worked as Integration Team lead Worked as Integration Team lead","duration":"Feb 2005 Dec 2007 2 years 11 months","duration_short":"2 years 11 months","end_date":"Dec 2007","start_date":"Feb 2005","subtitle":"Tata Consultancy Services","title":"Integration Engineer(Tibco)"}],"url":"https://www.linkedin.com/company/tata-consultancy-services"},{"company":"MaterialSoft","company_id":"materialsoft","location":"","positions":[{"description":"Worked as Java and Tibco Consultant Worked as Java and Tibco Consultant","duration":"Aug 2002 Dec 2004 2 years 5 months","duration_short":"2 years 5 months","end_date":"Dec 2004","start_date":"Aug 2002","subtitle":"MaterialSoft","title":"Java and TIBCO Consultant"}],"url":"https://www.linkedin.com/company/materialsoft"}]', '["Vamsi Damaraju, Executive MBA “Prasad comes with proven expertise in TIBCO along with strong J2EE skills which gives him that extra edge. He got a nack for solving problems and analysing things. He was always thoughtful and active participant in Technical Discussions where he brought new things to light, that went unnoticed. Overall, a great team player who comes with strong technical as well as communicational skills.”","Natraj Patro “Prasad and me worked together in the same company TCS for over 2 years. He is a very dedicated and committed team player with lot of enthusiasm. He has also been a lead for a while and lead the team successfully. What makes me feel great about him is his attitude towards people and the work assigned to him.”"]']
User: ['Amy Moyner', 'Experienced Process Improvement Manager with a demonstrated history of working in the retail industry. Strong operations professional skilled in Sales, Planning, Management, and Customer Experience.', 'Executive Director Downtown Partners, Inc at Greater Burlington Partnership', 'Greater Burlington Partnership', '[{"company":"Greater Burlington Partnership","company_id":"greater-burlington-partnership","industry":"Non-profit Organizations","location":"Burlington, Iowa, United States","positions":[{"description":"","duration":"Aug 2020 - Present 1 year","duration_short":"1 year","end_date":"Present","start_date":"Aug 2020","subtitle":"Greater Burlington Partnership","title":"Executive Director Downtown Partners, Inc"}],"url":"https://www.linkedin.com/company/greater-burlington-partnership"},{"company":"Empire Today","company_id":"empire-today","location":null,"positions":[{"description":"","duration":"Apr 2020 Aug 2020 5 months","duration_short":"5 months","end_date":"Aug 2020","start_date":"Apr 2020","subtitle":"Empire Today","title":"National Market Operations Manager"},{"description":"","duration":"May 2019 Aug 2020 1 year 4 months","duration_short":"1 year 4 months","end_date":"Aug 2020","start_date":"May 2019","subtitle":"Empire Today","title":"Process Improvement Manager"}],"url":"https://www.linkedin.com/company/empire-today"},{"company":"Directions Training","company_id":"directions-training-center","location":"Chicago, IL","positions":[{"description":"Currently obtaining certifications in PMP, Agile, Scrum and Lean Six Sigma","duration":"Sep 2018 May 2019 9 months","duration_short":"9 months","end_date":"May 2019","start_date":"Sep 2018","subtitle":"Directions Training","title":"Training for Project Management Professional and Lean Six Sigma Greenbelt"}],"url":"https://www.linkedin.com/company/directions-training-center"},{"company":"Carson\'s","company_id":"carson%27s","location":"Wilmette, Illinois","positions":[{"description":"• Accountable for driving $17M in store revenue, managing P&L and 150 regular store associates (200 with seasonal). Was 1 of 10 store managers chosen out of 250 Bon Ton retail stores to develop, train and execute S.W.A.T initiative program. Major contributor to ideation around the first of a new program to drive customer excellence, customer engagement and events (ran a 10% increase in sales within first month while rest of company ran 5% decrease).• Regional social media captain, trained store management on how to use and utilize social media to promote events (Instagram, Facebook, Twitter, Print Media, and Corporate Website)• Selected to report directly into the SVP and VP during monthly conversations to share new creative ideas to implement within all Bon Ton Stores and also throughout our company (trunk shows, special events, etc.)","duration":"May 2017 Sep 2018 1 year 5 months","duration_short":"1 year 5 months","end_date":"Sep 2018","start_date":"May 2017","subtitle":"Carson\'s","title":"Store Manager"}],"url":"https://www.linkedin.com/company/carson%27s"},{"company":"Bloomingdale\'s","company_id":"bloomingdales","location":"Rosemont, IL","positions":[{"description":"• Leading both outlet locations in the Chicago trade area and developing a winning team in customer loyalty, sales, and credit initiatives • Collaborated with Corporate to plan and prioritize weekly floor plans and oversaw projects from planning/development phase to completion• Created innovative F.A.S.T. program to develop, coach and lead the customer experience• Attracted local talent through job fairs in store, in community and at local colleges","duration":"Oct 2015 May 2017 1 year 8 months","duration_short":"1 year 8 months","end_date":"May 2017","start_date":"Oct 2015","subtitle":"Bloomingdale\'s","title":"Retail Store Manager"}],"url":"https://www.linkedin.com/company/bloomingdales"},{"company":"Sears Holdings Corporation","company_id":"sears","location":"Chicago","positions":[{"description":"Store General Manager (Sears Schaumburg, IL)• Promoted to flagship store to turn around morale, teach routine processes and drive desired behaviors resulting in maximized sales, $20M• Understand strengths and motivation of team to deliver results• Planned and delivered new innovative courses to target excellence in strong commitment to customers service, teamwork and selling behaviorsStore General Manager (Sears Irving Park, Chicago, IL)• Partnered with HR to deliver employee orientation and training on new company initiatives • Created positive moral in store by using employee recognition program to promote great behaviors• Increased foot traffic by building relationships with community• Partnered with corporate to adjust product line to reflect local demographic audience, resulting in revenue increase within 3 months, $24M• Led store to top 100 on location balanced scorecard within first 6 months by setting and communicating high standards and providing the tools needed to be successfulStore General Manager (Sears Joliet, IL) • Ran a $1.2 million increase in one year by building a relationship with mall management which generated grass roots marketing to the community at no cost, $18M• Found more efficient and better ways to operate during everyday activities such as truck process and merchandising behaviors• Improved ranking to 14th in the nation on location balanced scorecard by impacting associate behavior, implementing company playbook, which resulted in better customer experience and increased sales• Partnered with regional HR and district management to review Skype interviews and hire interns for the district and regionStore General Manager (Sears Ravenswood, Chicago, IL)• Improved store from worst performing in the nation to top 100 within one year by creating standardized processes, coaching, and sales driven behaviors• Influence tenured employees by leading by example and formalizing a motivating training process","duration":"Mar 2012 Oct 2015 3 years 8 months","duration_short":"3 years 8 months","end_date":"Oct 2015","start_date":"Mar 2012","subtitle":"Sears Holdings Corporation","title":"Retail Store Manager"}],"url":"https://www.linkedin.com/company/sears"},{"company":"Sears Holdings Corporation","company_id":"sears","location":null,"positions":[{"description":"• Partnered with local businesses to advertise national, regional and local events• Exceeded sale goals by 10-30% by hosting marketing events in regional stores","duration":"Jun 2011 2012 1 year","duration_short":"1 year","end_date":"2012","start_date":"Jun 2011","subtitle":"Sears Holdings Corporation","title":"Regional Marketing Manager"},{"description":"","duration":"Jan 2009 Aug 2011 2 years 8 months","duration_short":"2 years 8 months","end_date":"Aug 2011","start_date":"Jan 2009","subtitle":"Sears Holdings Corporation","title":"Blue Crew Subject Matter Expert"},{"description":"","duration":"Apr 2010 Jun 2011 1 year 3 months","duration_short":"1 year 3 months","end_date":"Jun 2011","start_date":"Apr 2010","subtitle":"Sears Holdings Corporation","title":"Operations Manager"},{"description":"","duration":"Oct 2007 Apr 2010 2 years 7 months","duration_short":"2 years 7 months","end_date":"Apr 2010","start_date":"Oct 2007","subtitle":"Sears Holdings Corporation","title":"Brand Central Manager"}],"url":"https://www.linkedin.com/company/sears"},{"company":"Sears Holdings Corporation","company_id":"sears","location":null,"positions":[{"description":"","duration":"Jan 2007 May 2007 5 months","duration_short":"5 months","end_date":"May 2007","start_date":"Jan 2007","subtitle":"Sears Holdings Corporation","title":"Appliance Sales Consultant"},{"description":"","duration":"Sep 2006 Jan 2007 5 months","duration_short":"5 months","end_date":"Jan 2007","start_date":"Sep 2006","subtitle":"Sears Holdings Corporation","title":"Electronics Sales Consultant"},{"description":"","duration":"Mar 2005 Sep 2006 1 year 7 months","duration_short":"1 year 7 months","end_date":"Sep 2006","start_date":"Mar 2005","subtitle":"Sears Holdings Corporation","title":"Jewelry Sales Consultant"},{"description":"Responsible for appearance of department and merchandise, pricing integrity, inventory control and increase of margin and salesTraining, coaching and directing the efforts of sales associates in sales and customer satisfaction goals through teamwork and leadershipAbility to manage associates and teams in achievement of performance and sales goalFlexibility to perform multiple tasks in different departments as required by work flow and initiativesAdept at working at a fast-paced atmosphere with frequent interruptions and ability to adapt quickly to new environmentsComfortable working in diverse groups with the ability to unite the group in achieving a common goalResponsible for creating strong relationships with customers and creating “WOW” experiences among our associates and customersRecognitionsAnd Honors: Top Performance Leader in Home Appliance in overall performance 2008 and 2009","duration":"Oct 2004 Mar 2005 6 months","duration_short":"6 months","end_date":"Mar 2005","start_date":"Oct 2004","subtitle":"Sears Holdings Corporation","title":"Merchandise and Customer Associate"}],"url":"https://www.linkedin.com/company/sears"}]', '["“Amy is the type of leader that builds a team people want to be on. Her ability to develop talent at all levels shows her commitment to building solid teams. Amy has a drive to achieve results like no other but never misses a teaching opportunity for the people around her. Great work ethic and competitive edge. Overall a great leader/ mentor.”","“Amy is a detail oriented, development focused leader. She is great at driving results, while never losing sight of managing the talent of her team. As a new store manager with Sears, I leveraged Amy because she always demonstrated great skill in developing and leading through people to achieve results. Amy helped me navigate through challenges while being new in role, and offered insight on how to leverage tools available to drive training and development within my four walls. She thinks outside of the box, brings a great deal of business acumen to the table and leads with a great deal of accountability and authenticity. I highly commend Amy\'s ability to quickly assess the needs of the business and culture in order to build teams that are committed to supporting the vision of the company.”"]']### Assistant: The agent's job is to improve operational efficiency in the retail industry, and today, the agent is reaching out to the user because they need to discuss potential process improvement strategies for the user's organization.
|
### Human: Agent: ['Sue Sciarini Gillio', 'Experienced Owner with a demonstrated history of working in the music and arts industry. Focused on family centered enrichment curriculum to strengthen families and the community.', 'Flute Instructor at Music Suite 408', 'Music Suite 408; the Paintbox Gallery; Westclox Fine Arts Factory', '[{"company":"Music Suite 408; the Paintbox Gallery; Westclox Fine Arts Factory","company_id":null,"location":"408 Fifth Street, Peru, IL 61354","positions":[{"description":"Owner & Flute Educator Owner & Flute Educator","duration":"Aug 2012 - Present 9 years 8 months","duration_short":"9 years 8 months","end_date":"Present","start_date":"Aug 2012","subtitle":"Music Suite 408; the Paintbox Gallery; Westclox Fine Arts Factory","title":"Proprietor & Flutist, Music Suite 408"}],"url":""},{"company":"Illinois Valley Community College","company_id":"illinois-valley-community-college","location":"","positions":[{"description":"","duration":"Aug 1991 - Present 30 years 8 months","duration_short":"30 years 8 months","end_date":"Present","start_date":"Aug 1991","subtitle":"Illinois Valley Community College","title":"Music Faculty"}],"url":"https://www.linkedin.com/company/illinois-valley-community-college"}]', '["Ashley Mekeel “Sue runs an extremely successful music and arts studio. Her vision for the arts in the Illinois Valley has opened so many doors for so many aspiring arts instructors and students at her studio. Contact Sue for music/art lessons, and for renting the Fine Arts Factory room. ”"]']
User: ['Pedro Jarquin', 'Pedro el Poeta is a professional, self motivated artist, activist, and educator whose style, charisma, meticulous wordsmith-ing, and powerful stage presence sets him far above other independent artists in his genre.', 'English Teacher at Enterprise High School', 'Enterprise High School', '[{"company":"Enterprise High School","company_id":null,"location":"Clearwater, FL","positions":[{"description":"English Teacher/Art History Teacher at a dropout prevention charter school for 16-22 year old at-risk students needing one last chance to get their High School Diplomas.","duration":"Sep 2014 - Present 7 years","duration_short":"7 years","end_date":"Present","start_date":"Sep 2014","subtitle":"Enterprise High School","title":"English Teacher"}],"url":""},{"company":"Improv. Records","company_id":null,"location":"","positions":[{"description":"Pedro el Poeta performed internationally on many stages, including televised concerts on Nicaraguan National Television, many radio appearances, special features, like opening for George Clinton & Parliament Funkadelics, among many things.","duration":"Sep 1999 - Present 22 years","duration_short":"22 years","end_date":"Present","start_date":"Sep 1999","subtitle":"Improv. Records","title":"Hip-Hop Street Reporter and Spoken Word Extraordinaire"}],"url":""},{"company":"Oak Park Middle and High School","company_id":null,"location":"","positions":[{"description":"English teacher/mentor at a school for underprivileged children.","duration":"Oct 2007 Aug 2008 11 months","duration_short":"11 months","end_date":"Aug 2008","start_date":"Oct 2007","subtitle":"Oak Park Middle and High School","title":"Language Arts teacher"}],"url":""},{"company":"Nation of Poetry","company_id":null,"location":"","positions":[{"description":"El Presidente","duration":"Jun 2004 Jun 2008 4 years 1 month","duration_short":"4 years 1 month","end_date":"Jun 2008","start_date":"Jun 2004","subtitle":"Nation of Poetry","title":"President/Co-founder"}],"url":""}]', '["“Pedro is a dynamic, powerful force in the hip-hop and poetry scene in St Petersburg and Tampa. He is a tenacious self-starter who inspires everyone wiht his infectious optimism and boisterous creativity. As a voice, Pedro is one all his own while still speaking for all the rest of us with simple honesty and dignity.”","“I met Pedro in 2007, when we were teachers whose rooms were next door to each other. We had a very difficult school year, but Pedro was always upbeat, positive, and great to be around, and he continued to reach his students with his passion for creative writing. As a person, Pedro is easy to get along with, kind, funny, and very intelligent. As an artist, I was always struck by his constant desire to speak the truth in his poetry. As a person, as an artist, and as a professional, I can\'t recommend Pedro enough.”"]']### Assistant: The agent's job is to offer specialized arts and music lessons, and today, the agent is reaching out to the user because they need to discuss a potential collaboration between the user's powerful spoken word performances and the agent's music and arts studio.
|
### Human: Agent: ['Tim Brown', 'To transfer the financial risks that my clients face through various products and services.Specialties: Life, Health, Disability, Investing, Medicare Suppliments, Medicare Advantage and the Senior market.', 'President of Insurance Services of Kentucky and Tennessee Inc.', 'Self-employed', '[{"company":"Self-employed","company_id":null,"location":"Gallatin TN","positions":[{"description":"I have been in the insurance business for 32 years and I specialize in Medicare. I have been in the insurance business for 32 years and I specialize in Medicare.","duration":"Sep 1988 - Present 33 years 2 months","duration_short":"33 years 2 months","end_date":"Present","start_date":"Sep 1988","subtitle":"Self-employed","title":"President of Insurance Services of Kentucky and Tennessee Inc."}],"url":""},{"company":"Insurance Services of Kentucky and Tennessee Inc","company_id":null,"location":"Gallatin, Tennessee, United States","positions":[{"description":"I own this company and I help people with various insurance products. I specialize in Medicare and the products that go with that as well as investments, life, disability, hospital plans and dental coverages. I own this company and I help people with various insurance products. I specialize in Medicare and the products that go with that as well as investments, life, disability, hospital plans and dental coverages.","duration":"May 2003 Feb 2021 17 years 10 months","duration_short":"17 years 10 months","end_date":"Feb 2021","start_date":"May 2003","subtitle":"Insurance Services of Kentucky and Tennessee Inc","title":"President"}],"url":""},{"company":"American General Life and Accident","company_id":"agla","location":"","positions":[{"description":"I was an agent and manager for this company. I made some great friends there and found many good and honorable people to work with. I was an agent and manager for this company. I made some great friends there and found many good and honorable people to work with.","duration":"Dec 1995 May 2003 7 years 6 months","duration_short":"7 years 6 months","end_date":"May 2003","start_date":"Dec 1995","subtitle":"American General Life and Accident","title":"Manager / Agent"}],"url":"https://www.linkedin.com/company/agla"}]', '["LinkedIn User “Tim\'s heart is in the right place. Combine that with his knowledge and expertise, I trust him whole-heartedly with any insurance/financial situation that comes up.”","Scott T. “Tim is an experienced and dedicated Insurance Sales Leader who takes great pride in his work. Tim sets his self apart by his knowledge, dedication, and enthusiasm for his clients, employees, and both their needs. Tim can easily grow and develop a sales market in the Southeast and make it sing! I highly recommend Tim and look forward to working with him in the near future.”"]']
User: ['Isabel De Almeida', 'Experienced insurance professional with expertise in the property and casualty and health insurance products. 31 years experience in the industry mostly construction.', 'Sr Commercial Account Manager/Account Executive', 'SAS Insurance Agency Inc', '[{"company":"SAS Insurance Agency Inc","company_id":null,"location":"United States","positions":[{"description":"","duration":"Jan 2021 - Present 1 year","duration_short":"1 year","end_date":"Present","start_date":"Jan 2021","subtitle":"SAS Insurance Agency Inc","title":"Sr Commercial Account Manager/Account Executive"}],"url":""},{"company":"AssuredPartners/The Insurance Centers","company_id":"assuredpartners-cranford","location":"Cranford, NJ","positions":[{"description":"","duration":"Mar 2019 Jul 2020 1 year 5 months","duration_short":"1 year 5 months","end_date":"Jul 2020","start_date":"Mar 2019","subtitle":"AssuredPartners/The Insurance Centers","title":"Marketing Executive"}],"url":"https://www.linkedin.com/company/assuredpartners-cranford"},{"company":"Global Indemnity Insurance Agency Inc","company_id":null,"location":"Newark, NJ","positions":[{"description":"","duration":"Dec 2013 Mar 2019 5 years 4 months","duration_short":"5 years 4 months","end_date":"Mar 2019","start_date":"Dec 2013","subtitle":"Global Indemnity Insurance Agency Inc","title":"Manager"}],"url":""},{"company":"Suydam Insurance Agency, LLC","company_id":"suydam-insurance-agency-llc","location":"Somerset, New Jersey","positions":[{"description":"","duration":"Mar 2013 Dec 2013 10 months","duration_short":"10 months","end_date":"Dec 2013","start_date":"Mar 2013","subtitle":"Suydam Insurance Agency, LLC","title":"Director Of Marketing and Renewal Operations"}],"url":"https://www.linkedin.com/company/suydam-insurance-agency-llc"},{"company":"Kore Insurance Holdings, LLC","company_id":"kore-insurance-holdings","location":"Livingston, NJ","positions":[{"description":"","duration":"2013 2013 less than a year","duration_short":"less than a year","end_date":"2013","start_date":"2013","subtitle":"Kore Insurance Holdings, LLC","title":"Sr. Account Manager"}],"url":"https://www.linkedin.com/company/kore-insurance-holdings"},{"company":"Phoenix Insurance Group","company_id":"phoenix-insurance-group","location":"Chester, NJ","positions":[{"description":"","duration":"2005 Feb 2012 7 years","duration_short":"7 years","end_date":"Feb 2012","start_date":"2005","subtitle":"Phoenix Insurance Group","title":"Commercial Account Executive"}],"url":"https://www.linkedin.com/company/phoenix-insurance-group"},{"company":"AssuredPartners/The Insurance Centers","company_id":"assuredpartners-cranford","location":"Clark, NJ","positions":[{"description":"","duration":"2004 2005 1 year","duration_short":"1 year","end_date":"2005","start_date":"2004","subtitle":"AssuredPartners/The Insurance Centers","title":"Senior Account Manager"}],"url":"https://www.linkedin.com/company/assuredpartners-cranford"},{"company":"Global Indemnity Insurance Agency","company_id":null,"location":"Metuchen, NJ","positions":[{"description":"","duration":"2000 2004 4 years","duration_short":"4 years","end_date":"2004","start_date":"2000","subtitle":"Global Indemnity Insurance Agency","title":"Commercial Account Manager"}],"url":""},{"company":"O\'Gorman & Young Inc. G.R. Murray","company_id":"o%27gorman-&-young-inc-g-r-murray","location":"Chatham, NJ","positions":[{"description":"","duration":"1998 2000 2 years","duration_short":"2 years","end_date":"2000","start_date":"1998","subtitle":"O\'Gorman & Young Inc. G.R. Murray","title":"Commercial Account Manager"}],"url":"https://www.linkedin.com/company/o%27gorman-&-young-inc-g-r-murray"},{"company":"Pilgrim Insurance Agency","company_id":null,"location":"Lyndhurst, NJ","positions":[{"description":"","duration":"1989 1997 8 years","duration_short":"8 years","end_date":"1997","start_date":"1989","subtitle":"Pilgrim Insurance Agency","title":"Commercial Lines Assistant"}],"url":""}]', '["Leo Travers, CIC “I was for a time a colleague of Isabel and was impressed by her thoughtfulness and intelligence and grace under pressure. She never lost track of her goal to do a good job for the client and work for excellent insurance. I feel confident that she can face a challenge and never lose track of an ability to calm and deal with people. She helped me and she helped others, and in that way she is a very selfless person. It is good to work in the same field as someone like Isabel. Leo Travers”","James Costello “We have used Isabel and her firm for all of our insurance needs since our firm was established 12 years ago. We greatly value her expertise and outstanding service, and frequently recommend her and her firm to our clients for all of their insurance needs.”"]']### Assistant: The agent's job is to transfer financial risks through various insurance products and services, and today the agent is reaching out to the user because they need to discuss the user's property and casualty insurance needs for their construction business.
|
### Human: Agent: ['Annie Hansen', 'I love working in Real Estate!After a 28 year career as a Registered Nurse, I decided to pursue a life long dream in Real Estate. Being a nurse, I have a solid background in taking care of people. There are lots of ways I can help people now. First and most important is to LISTEN to their needs. Next I search day and night to find the perfect home for them. I leave no stone unturned. Please feel free to check out my website and send an email letting me know what you think. I am working FULL TIME to get the job done for you!Specialties: First Time Home BuyersForeclosure PropertiesCertified Buyer RepresentativeCertified Home Maketing Specialist', 'Licensed Real Estate Agent', 'Better Homes and Gardens RAND Realty', '[{"company":"Better Homes and Gardens RAND Realty","company_id":null,"location":"Orange County NEW YORK","positions":[{"description":"Providing service beyone my client\'s expectations!Give me a call if you are interested in buying or selling your home. Investors looking for properties welcome here too.Let me know what\'s important to you. I will make that my priority. Cell phone 914-443-1304 call or text direct. Thanks.","duration":"May 2012 - Present 9 years 3 months","duration_short":"9 years 3 months","end_date":"Present","start_date":"May 2012","subtitle":"Better Homes and Gardens RAND Realty","title":"Licensed Real Estate Agent"}],"url":""},{"company":"Orange County Association of REALTORS","company_id":"orange-county-association-of-realtors","location":"","positions":[{"description":"","duration":"2006 - Present 15 years","duration_short":"15 years","end_date":"Present","start_date":"2006","subtitle":"Orange County Association of REALTORS","title":"Realtor"}],"url":"https://www.linkedin.com/company/orange-county-association-of-realtors"},{"company":"Minisink Valley School District","company_id":null,"location":"","positions":[{"description":"Worked as a School Nurse while my children were in school.","duration":"Jan 1993 Sep 2008 15 years 9 months","duration_short":"15 years 9 months","end_date":"Sep 2008","start_date":"Jan 1993","subtitle":"Minisink Valley School District","title":"Registered Nurse"}],"url":""}]', '["“Annie Hansen is truly dedicated to providing excellent service to all of her clients. Each and everyone of her clients is just as important, her dedication in all she does is incomparable. If you are looking for positive results, she\'s the one. You can always expect the best from her.”","“Annie is a go-getter in an industry full of outgoing personalities. Her ambition is only eclipsed by her ability to make others feel welcomed. A true asset to Real Estate United.”"]']
User: ['Tanya Stewart (Snider-Zink)', 'Working with buyers in the local Real Estate market.', 'The Stewart Group @ AmeriTeam Realty, Inc.', 'AmeriTeam Realty, Inc.', '[{"company":"AmeriTeam Realty, Inc.","company_id":null,"location":"","positions":[{"description":"Buyers Agent for Seminole & Orange County Buyers Agent for Seminole & Orange County","duration":"Feb 2008 - Present 14 years 6 months","duration_short":"14 years 6 months","end_date":"Present","start_date":"Feb 2008","subtitle":"AmeriTeam Realty, Inc.","title":"Realtor"}],"url":""},{"company":"Father\'s House Realty, Inc","company_id":null,"location":"","positions":[{"description":"Owner, Property Manager and Realtor Owner, Property Manager and Realtor","duration":"Mar 2003 2010 7 years","duration_short":"7 years","end_date":"2010","start_date":"Mar 2003","subtitle":"Father\'s House Realty, Inc","title":"Owner"}],"url":""}]', '["R. Casey Boutwell, PhD, MBA “Tanya made the homebuying process as painless as possible, with expert recommendations and always-on-time feedback and up-to-date information.”","AmeriTeam Realty, Inc. “Tanya is an intelligent and talented Realtor who demonstrates an enviable work ethic with a high degree of professionalism. I find her to be creative and eager to employ new, innovative ideas. I consider her a valuable addition to our team.”"]']### Assistant: The agent's job is to provide excellent service to clients, and today the user is reaching out to the agent because they need assistance in buying a home in the local Real Estate market.
|
### Human: Agent: ['Caroline Figiel', '20 years of experience in the "edu-tainment" and tourism interpretation industry Creation and production of award winning audio tours, podcasts, radio/tv spots, musical identities, custom songs for products, exhibits, corporations, in-house and outreach programs Implementation of media onto native and web based apps, eco-boxes, museum exhibits and other interpretation platforms Past and current clients/projects have included: Disney, Pearl Harbor\'s USS Bowfin, Biltmore Estate, Georgia Department of Economic Development, Battleship Texas, Isabella Stewart Gardner Museum, Crystal Bridges Museum, Ripley\'s Entertainment, Stone Mountain Park, Titanic Exhibitions, Bodies-the exhibition, The Poe Museum, Bowling Green Convention Visitors Bureau, Georgia State Parks, Merck, Waffle House, Intercontinental Hotel Group, Kroger, Delta Specialties: Creative interpretation Audio tours to fit your needs and budget Scoring Musical Identities Custom Programming Script writing Multi-Language Production Equipment Implementation', "Owner, K.C's Production/Creative Digital", "K.C's Production/Creative Digital", '[{"company":"K.C\'s Production/Creative Digital","company_id":null,"location":"","positions":[{"description":"Danny and I are award winning producers, writers, storytellers and educators who work with corporations, advertising agencies, museums, attractions and historical sites to create \\"edutaining experiences\\" that engage your consumers. Danny and I are award winning producers, writers, storytellers and educators who work with corporations, advertising agencies, museums, attractions and historical sites to create \\"edutaining experiences\\" that engage your consumers.","duration":"Jun 1999 - Present 22 years 7 months","duration_short":"22 years 7 months","end_date":"Present","start_date":"Jun 1999","subtitle":"K.C\'s Production/Creative Digital","title":"partner"}],"url":""}]', '["KaCee Holt “What a great experience working with Caroline! From initial contact to finished product, she was quick to respond, solidified ideas, effective in messaging, and made sure her work was polished. I look forward to building our product and working with her in the future. ”","Elizabeth Vance “It has been a real pleasure working with Caroline and Danny! Thanks to their help we now have 2 audio interpretation boxes at historic locations in town. Each box has 4 audio scripts that they produced. They made the process so easy and I look forward to working with them on more projects!”"]']
User: ['Daniel W. Ellis', 'My goal is to expand my knowledge of communications and business to grow career opportunities that build my future! Looking for opportunities that require an energetic, hard working, customer oriented person in their company! Background: 6 years - Event DJ & MC (Weddings, Social Events) 3 Years - Sales Experience 2 Years - Product Experience Manager 8+ years - Customer Service Experience & Account Management https://ellisstoneentertainment.com/', 'COO - Ellis Stone Entertainment, Sales & Account Representative', 'Ellis Stone Entertainment', '[{"company":"Ellis Stone Entertainment","company_id":null,"location":"Greater Los Angeles Area","positions":[{"description":"Live Pro-Audio, Event Sound and DJ services. Covering everything from Weddings, Birthdays, Corporate events, and Live Music Events Live Pro-Audio, Event Sound and DJ services. Covering everything from Weddings, Birthdays, Corporate events, and Live Music Events","duration":"Feb 2014 - Present 8 years 6 months","duration_short":"8 years 6 months","end_date":"Present","start_date":"Feb 2014","subtitle":"Ellis Stone Entertainment","title":"COO & MC"}],"url":""},{"company":"PARKWAY MOTORS LIMITED","company_id":"parkway-motors-limited","location":"Valencia, California","positions":[{"description":"Marketing and Photography management with Parkway Motors: Hyundai, Genesis, Cadillac, Buick GMC & Volkswagon Marketing and Photography management with Parkway Motors: Hyundai, Genesis, Cadillac, Buick GMC & Volkswagon","duration":"Jan 2018 - Present 4 years 7 months","duration_short":"4 years 7 months","end_date":"Present","start_date":"Jan 2018","subtitle":"PARKWAY MOTORS LIMITED","title":"Photography Manager"}],"url":"https://www.linkedin.com/company/parkway-motors-limited"},{"company":"Zoo Printing - Trade Printer","company_id":"zoo-printing","location":"Santa Clarita, California","positions":[{"description":"Customer Service, B2B sales and Account Representative Customer Service, B2B sales and Account Representative","duration":"Apr 2019 Aug 2019 5 months","duration_short":"5 months","end_date":"Aug 2019","start_date":"Apr 2019","subtitle":"Zoo Printing - Trade Printer","title":"Telesales Representative"}],"url":"https://www.linkedin.com/company/zoo-printing"},{"company":"Genesis Motor America","company_id":"genesis-motor-america","location":"Greater Los Angeles Area","positions":[{"description":"Provide detailed and full knowledge of the Genesis model line up, future vehicle production, and luxury service provisional . High end clientele support and technical support included per client and their vehicle Provide detailed and full knowledge of the Genesis model line up, future vehicle production, and luxury service provisional . High end clientele support and technical support included per client and their vehicle","duration":"Jan 2016 May 2017 1 year 5 months","duration_short":"1 year 5 months","end_date":"May 2017","start_date":"Jan 2016","subtitle":"Genesis Motor America","title":"Genesis Experience Manager"}],"url":"https://www.linkedin.com/company/genesis-motor-america"},{"company":"Hyundai Motor America","company_id":"hyundai-motor-america","location":"Santa Clarita","positions":[{"description":"Product knowledge of the Vehicles, line-up, and accommodations made by the Hyundai brand, Calling customers, creating relationships with clients, and expanding brand knowledge. Top Sales in August 2016 at Santa Clarita location. Product knowledge of the Vehicles, line-up, and accommodations made by the Hyundai brand, Calling customers, creating relationships with clients, and expanding brand knowledge. Top Sales in August 2016 at Santa Clarita location.","duration":"Jan 2016 May 2017 1 year 5 months","duration_short":"1 year 5 months","end_date":"May 2017","start_date":"Jan 2016","subtitle":"Hyundai Motor America","title":"Sales"}],"url":"https://www.linkedin.com/company/hyundai-motor-america"},{"company":"Silvertunes.com","company_id":null,"location":"","positions":[{"description":"Transporting equipment, Set up and tear down of both basic and large sound system setup. Assist with music selection and live mixing. Help with EQ, and sound design per event. Transporting equipment, Set up and tear down of both basic and large sound system setup. Assist with music selection and live mixing. Help with EQ, and sound design per event.","duration":"Oct 2014 Jan 2016 1 year 4 months","duration_short":"1 year 4 months","end_date":"Jan 2016","start_date":"Oct 2014","subtitle":"Silvertunes.com","title":"DJ, Assistant, Audio Tech"}],"url":""},{"company":"Denny\'s","company_id":"denny%27s","location":"Valencia, California","positions":[{"description":"Serve guests with a great attitude, clean restaurant, assistant manage shifts Serve guests with a great attitude, clean restaurant, assistant manage shifts","duration":"Apr 2014 Apr 2015 1 year 1 month","duration_short":"1 year 1 month","end_date":"Apr 2015","start_date":"Apr 2014","subtitle":"Denny\'s","title":"Server, Acting-Manager"}],"url":"https://www.linkedin.com/company/denny%27s"},{"company":"Darden: Red Lobster","company_id":null,"location":"Valencia, California","positions":[{"description":"","duration":"Apr 2013 Jul 2014 1 year 4 months","duration_short":"1 year 4 months","end_date":"Jul 2014","start_date":"Apr 2013","subtitle":"Darden: Red Lobster","title":"Server"}],"url":""},{"company":"Chick-fil-A","company_id":"chick-fil-a-corporate","location":"","positions":[{"description":"Serve Guests. Prepare desserts made to order, Clean Restaurant, fufill odd tasks. Work cash register and Provide entertainment as the Chick-Fil-A Cow Serve Guests. Prepare desserts made to order, Clean Restaurant, fufill odd tasks. Work cash register and Provide entertainment as the Chick-Fil-A Cow","duration":"Oct 2011 Apr 2013 1 year 7 months","duration_short":"1 year 7 months","end_date":"Apr 2013","start_date":"Oct 2011","subtitle":"Chick-fil-A","title":"Host"}],"url":"https://www.linkedin.com/company/chick-fil-a-corporate"},{"company":"ARIIX","company_id":"ariix","location":"","positions":[{"description":"Health and Fitness marketing and sales Health and Fitness marketing and sales","duration":"Oct 2012 Jan 2013 4 months","duration_short":"4 months","end_date":"Jan 2013","start_date":"Oct 2012","subtitle":"ARIIX","title":"Sr. Team Leader"}],"url":"https://www.linkedin.com/company/ariix"},{"company":"Silversword Media Corporation","company_id":null,"location":"College of the Canyons","positions":[{"description":"Internship created to produce, mix, master and edit sound for SMC. Assist in the acquisition and implementation of music & sound for existing projects by following checklist developed by the SMC staff & advisors Internship created to produce, mix, master and edit sound for SMC. Assist in the acquisition and implementation of music & sound for existing projects by following checklist developed by the SMC staff & advisors","duration":"2012 2013 1 year","duration_short":"1 year","end_date":"2013","start_date":"2012","subtitle":"Silversword Media Corporation","title":"Sound Designer"}],"url":""}]', '["Jon Amador “Positive feedback from the Internship (Silversword Media Corporation), and they remarked favorably to Dan\'s work as an audio engineer, sound editor, and mixer.”","Jonathan Matthews “Daniel is extremely well at sound design and folly. Hope to work with you again.”"]']### Assistant: The agent's job is to create "edutaining experiences" for corporations, museums, and attractions, and today, the agent is reaching out to the user because they need assistance with live pro-audio and DJ services for an upcoming event.
|
### Human: Agent: ['Jeff Buschmann', 'Highly skilled professional with in-depth experience in Engineering, New Product Development, Quality Management Systems and Project Management. Responsibilities have Included R&D Engineering Supervision for New Products and Process Development, Quality Manager for Quality Assurance, Continuous Improvement using Six Sigma tools and Project Management delivering multimillion dollar projects on time and within budget. Extensive inter-national experience.Expertise:Engineering, Quality & Manufacturing: Engineering Supervisor, Quality Manager, Project Manager. Responsible for manufacturing line build & startups, new product design & development, product innovation, product quality, quality systems, process control/development, cost reductions, continuous improvement, vendor qualification, Six Sigma Black Belt, PMP & APQP training , ISO 9001, documentation & regulatory compliance. Salary & hourly supervision. Customer facing/support.Results driven, fast paced Team leader with overall operational responsibility from concept, product & process development, design/build, capital expenditure, budget, quality, manufacturing build/startup/operations, and customer focus. Equipment/manufacturing line build utilizing state of the art technology, robotics and custom manufacturing processes. Extensive inter-national experience.Technical Tools: Six Sigma Black Belt, PMP & APQP training , Stage Gate, ISO, SPC, SAP, EDOS, MS Project, Excel, Word, Power Point, Solid Edge CAD, Mini Tab.Industry Expertise: Engineering, Quality, Project Management, Manufacturing and Product development/applications.Technical Skills: Six Sigma Black Belt, PMP/PMBOK, APQP, Quality Systems, ISO 9001, MS Project, Excel, Word, Power Point, Solid Edge CAD.Awards: 27 United States Patents & 4 company proprietary invention awards.', 'Consultant at USA Resources', 'USA Resources', '[{"company":"USA Resources","company_id":null,"location":"","positions":[{"description":"Consultant:• Provide Engineering, New Product Development, Quality Functions and Project Management consulting services.","duration":"Jul 2015 - Present 6 years 1 month","duration_short":"6 years 1 month","end_date":"Present","start_date":"Jul 2015","subtitle":"USA Resources","title":"Consultant - President"}],"url":""},{"company":"Quanex Building Products Corporation","company_id":"quanex-building-products-corporation","location":"","positions":[{"description":"Overall responsibility for plant level quality assurance for extruded PVC building products. Manage the administration of Quality Management System, pre-production activities, APQP, problem solving activities, Six Sigma projects and operation’s improvement efforts. Support the development of strategic planning for continuous improvement and new product development. Represent Quality Assurance to customer and supplier representatives. Assess, develop, and provide training for plant personnel in quality concepts and techniques.","duration":"Aug 2014 Mar 2015 8 months","duration_short":"8 months","end_date":"Mar 2015","start_date":"Aug 2014","subtitle":"Quanex Building Products Corporation","title":"Quality Manager"}],"url":"https://www.linkedin.com/company/quanex-building-products-corporation"},{"company":"Dynacraft, a PACCAR Co","company_id":null,"location":"","positions":[{"description":"","duration":"Jan 2014 Jun 2014 6 months","duration_short":"6 months","end_date":"Jun 2014","start_date":"Jan 2014","subtitle":"Dynacraft, a PACCAR Co","title":"Quality Manager"}],"url":""},{"company":"OSRAM SYLVANIA","company_id":"osram-sylvania","location":"","positions":[{"description":"","duration":"Jun 1977 Dec 2012 35 years 7 months","duration_short":"35 years 7 months","end_date":"Dec 2012","start_date":"Jun 1977","subtitle":"OSRAM SYLVANIA","title":"R&D Product Development Engineering Supervisor/Staff Engineer"}],"url":"https://www.linkedin.com/company/osram-sylvania"}]', '["“Jeff is a very detailed oriented project manager and is capable of making critical decisions on project with high dollar values ($M). The project we worked on together was for a multi-million dollar expansion to an existing factory. The machinery was very complicated and the logistics of the project were challenging! Because of Jeff\'s meticulous attention to detail and analytical mentality, we were able to pull off a lot in a short timeframe without missing a single point. I enjoyed working with Jeff throughout the project both professionally and from a personal standpoint. Jeff is a great guy with a great sense of humor. This is a plus when you are working with tight deadlines and are under pressure to perform!”","“I worked for Jeff as a co-op for 3 years while attending the University of Kentucky. Jeff was a great leader and an outstanding manager. While working for Jeff, he helped me learn many of the aspects of engineering applicable to lighting and beyond. My career with OSRAM Sylvania was jump started thanks to the development and tutelage of Jeff. Jeff developed multiple designs, many new products and qualified multiple suppliers of raw materials for the Tungsten Halogen business. Jeff fully understands the high expectations of engineering; from product design & development to realized product manufacturing.”"]']
User: ['Mike Truax', 'Mid-manager with 10 years management experience.Career orientedSpecialties: Strong Electronics and Optics BackgroundLeadershipTraining and instruction (Formal and on the job)', 'Production Line Lead', 'Healthcare AZ', '[{"company":"Healthcare AZ","company_id":null,"location":"Goodyear, Arizona, United States","positions":[{"description":"","duration":"Mar 2021 - Present 7 months","duration_short":"7 months","end_date":"Present","start_date":"Mar 2021","subtitle":"Healthcare AZ","title":"Production Line Lead"}],"url":""},{"company":"KBR, Inc.","company_id":"kbr-inc","location":"United States","positions":[{"description":"","duration":"Nov 2020 Mar 2021 5 months","duration_short":"5 months","end_date":"Mar 2021","start_date":"Nov 2020","subtitle":"KBR, Inc.","title":"Maintenance Mechanic, Electrical Controls Lead"}],"url":"https://www.linkedin.com/company/kbr-inc"},{"company":"Tokyo Electron America, Inc.","company_id":"tokyo-electron-america-inc.","location":"Chandler, Arizona","positions":[{"description":"","duration":"Oct 2019 Nov 2020 1 year 2 months","duration_short":"1 year 2 months","end_date":"Nov 2020","start_date":"Oct 2019","subtitle":"Tokyo Electron America, Inc.","title":"Field Service Engineer/Start-up Engineer"}],"url":"https://www.linkedin.com/company/tokyo-electron-america-inc."},{"company":"GE Renewable Energy","company_id":"gerenewableenergy","location":"Phoenix, Arizona Area","positions":[{"description":"","duration":"Feb 2019 Oct 2019 9 months","duration_short":"9 months","end_date":"Oct 2019","start_date":"Feb 2019","subtitle":"GE Renewable Energy","title":"Electro Mechanical Technician"}],"url":"https://www.linkedin.com/company/gerenewableenergy"},{"company":"Siemens","company_id":"siemens","location":"","positions":[{"description":"","duration":"Sep 2017 Feb 2019 1 year 6 months","duration_short":"1 year 6 months","end_date":"Feb 2019","start_date":"Sep 2017","subtitle":"Siemens","title":"Field Service Mechanic/Team Lead"}],"url":"https://www.linkedin.com/company/siemens"},{"company":"Compound Photonics","company_id":"compound-photonics","location":"Phoenix, Arizona","positions":[{"description":"","duration":"Nov 2014 May 2017 2 years 7 months","duration_short":"2 years 7 months","end_date":"May 2017","start_date":"Nov 2014","subtitle":"Compound Photonics","title":"Project Coordinator/Engineering Technician"}],"url":"https://www.linkedin.com/company/compound-photonics"},{"company":"Melles Griot","company_id":"melles-griot","location":"Carlsbad, CA","positions":[{"description":"","duration":"May 2011 Nov 2014 3 years 7 months","duration_short":"3 years 7 months","end_date":"Nov 2014","start_date":"May 2011","subtitle":"Melles Griot","title":"Production Line Lead"}],"url":"https://www.linkedin.com/company/melles-griot"},{"company":"Cymer","company_id":"cymer","location":"Rancho Bernardo, CA","positions":[{"description":"","duration":"May 2010 May 2011 1 year 1 month","duration_short":"1 year 1 month","end_date":"May 2011","start_date":"May 2010","subtitle":"Cymer","title":"Optics Production Tech 2"}],"url":"https://www.linkedin.com/company/cymer"},{"company":"US Navy","company_id":"us-navy","location":"","positions":[{"description":"Management, Project Management, Operations Management Management, Project Management, Operations Management","duration":"Jun 1991 Apr 2010 18 years 11 months","duration_short":"18 years 11 months","end_date":"Apr 2010","start_date":"Jun 1991","subtitle":"US Navy","title":"Cryptologic Technician (Technical) Chief CTTC"}],"url":"https://www.linkedin.com/company/us-navy"},{"company":"BEI Electronics","company_id":"bei-electronics","location":"Franksville, WI","positions":[{"description":"","duration":"Mar 2000 May 2001 1 year 3 months","duration_short":"1 year 3 months","end_date":"May 2001","start_date":"Mar 2000","subtitle":"BEI Electronics","title":"Electronic Test and Repair Technician"}],"url":"https://www.linkedin.com/company/bei-electronics"}]', '["Rick Portugal “I worked with Larry for about a year in Cymer\'s Optics dept. He has a good technical aptitude and is a quick learner when given the opportunity. He takes the quality of his work very seriously while at the same time he has a good sense of humor. Definitely a great guy to have on a team.”","Stuart Jurist “Larry is definitely a \\"get-it-done\\" kind of guy. Learns quickly, applies himself to his work diligently. This, combined with his sense of humor and ability to get along well with others, makes him nice to have on the team.”"]']### Assistant: The agent's job is to provide Engineering, New Product Development, Quality Functions and Project Management consulting services. Today, the user is reaching out to the agent because they need assistance in training and instruction in the field of electronics and optics for their current position as a Production Line Lead.
|
### Human: Agent: ['Rana Smith', 'Passionate, results-oriented and collaborative non-profit leader with over 20 years of progressive advancement and experience in animal welfare and social service sectors. Best known for taking organizations to new heights by building comprehensive development programs to fund the boldest of visions.', 'President and Chief Executive Officer at Chimp Haven, Inc.', 'Chimp Haven, Inc.', '[{"company":"Chimp Haven, Inc.","company_id":"chimp-haven-inc","industry":"Non-profit Organizations","location":"Shreveport, Louisiana Area","positions":[{"description":"Since the National Institutes of Health (NIH) ended federally-funded biomedical research on chimpanzees in 2013, Chimp Haven has welcomed hundreds of retired chimpanzees to sanctuary, with more to come. As the designated National Chimpanzee Sanctuary, Chimp Haven is the only destination for government-owned chimps retired from research laboratories. Its goal is to provide the best care and enrichment for every one of these chimps at a beautiful, open air, naturally-forested 200-acre campus. Since the National Institutes of Health (NIH) ended federally-funded biomedical research on chimpanzees in 2013, Chimp Haven has welcomed hundreds of retired chimpanzees to sanctuary, with more to come. As the designated National Chimpanzee Sanctuary, Chimp Haven is the only destination for government-owned chimps retired from research laboratories. Its goal is to provide the best care and enrichment for every one of these chimps at a beautiful, open air, naturally-forested 200-acre campus.","duration":"Jul 2017 - Present 4 years 5 months","duration_short":"4 years 5 months","end_date":"Present","start_date":"Jul 2017","subtitle":"Chimp Haven, Inc.","title":"President and Chief Executive Officer"}],"url":"https://www.linkedin.com/company/chimp-haven-inc"},{"company":"The Petco Foundation","company_id":"petco-animal-supplies-inc-","location":"San Antonio, Texas","positions":[{"description":"The Petco Foundation is the largest funder of animal welfare organizations in the United States. Since 1999, it has invested more than $175 million in lifesaving grants to help promote and improve the welfare of companion animals across the country. Responsible for driving $30 million in annual revenue through strategic corporate partnerships, point-of-sale campaigns, employee giving, and special events. The Petco Foundation is the largest funder of animal welfare organizations in the United States. Since 1999, it has invested more than $175 million in lifesaving grants to help promote and improve the welfare of companion animals across the country. Responsible for driving $30 million in annual revenue through strategic corporate partnerships, point-of-sale campaigns, employee giving, and special events.","duration":"Jan 2014 Jan 2017 3 years 1 month","duration_short":"3 years 1 month","end_date":"Jan 2017","start_date":"Jan 2014","subtitle":"The Petco Foundation","title":"National Director of Development and Marketing"}],"url":"https://www.linkedin.com/company/petco-animal-supplies-inc-"},{"company":"American Heart Association | American Stroke Association","company_id":"american-heart-association","location":"Austin, Texas Area","positions":[{"description":"The American Heart Association is focused on building healthier lives, free of cardiovascular diseases and stroke. Led major gifts effort including the Cor Vitae Society, an individual giving program recognizing donors giving $5,000 or more annually. The American Heart Association is focused on building healthier lives, free of cardiovascular diseases and stroke. Led major gifts effort including the Cor Vitae Society, an individual giving program recognizing donors giving $5,000 or more annually.","duration":"May 2013 Jan 2014 9 months","duration_short":"9 months","end_date":"Jan 2014","start_date":"May 2013","subtitle":"American Heart Association | American Stroke Association","title":"Senior Vice President, Major Gifts"}],"url":"https://www.linkedin.com/company/american-heart-association"},{"company":"Best Friends Animal Society","company_id":"best-friends-animal-society","location":"United States","positions":[{"description":"Best Friends is a pioneer in the lifesaving movement, operating the nation\'s largest companion animal sanctuary in the country and leading efforts to empower communities to adopt a no-kill philosophy.Served as organization\'s first Chief Development Officer raising over $64 million annually through multi-channel fundraising, strategic partnerships, major gifts and donor stewardship. Best Friends is a pioneer in the lifesaving movement, operating the nation\'s largest companion animal sanctuary in the country and leading efforts to empower communities to adopt a no-kill philosophy.Served as organization\'s first Chief Development Officer raising over $64 million annually through multi-channel fundraising, strategic partnerships, major gifts and donor stewardship.","duration":"Jun 2011 May 2013 2 years","duration_short":"2 years","end_date":"May 2013","start_date":"Jun 2011","subtitle":"Best Friends Animal Society","title":"Chief Development Officer"}],"url":"https://www.linkedin.com/company/best-friends-animal-society"},{"company":"United Way Worldwide","company_id":"united-way-worldwide","location":"Phoenix, AZ; Austin, TX; and Dallas, TX","positions":[{"description":"United Way strengthens communities and helps change lives forever by investing in programs focused on education, financial stability and health.Led United Way campaign and strategic development efforts in three local markets raising over $500 million in revenue during tenure with the help of talented staff teams and volunteers. United Way strengthens communities and helps change lives forever by investing in programs focused on education, financial stability and health.Led United Way campaign and strategic development efforts in three local markets raising over $500 million in revenue during tenure with the help of talented staff teams and volunteers.","duration":"Feb 1990 Jun 2011 21 years 5 months","duration_short":"21 years 5 months","end_date":"Jun 2011","start_date":"Feb 1990","subtitle":"United Way Worldwide","title":"Chief Development Officer"}],"url":"https://www.linkedin.com/company/united-way-worldwide"}]', '["Lee Domaszowec “I had the great pleasure to work directly for Rana for several years. She is a tremendously talented professional. She perfectly balances critical strategic planning with a deft hand in communication. Rana not only helped to raise enormous amounts of money for the cause, she also managed a multitude of high value projects beautifully by leveraging the strengths and talents of those around her. She truly understands the importance of stewardship; of donors, of corporate partners, and of the team. She was able to inspire and get the best performance from us all while making sure we felt respected and appreciated. Effective leadership is much an art as it is science, and I could not have hoped for a better mentor. ”","Rebecca Mayberry “Rana is a strategic thinker and planner. She is a great mentor and leader and works well with a variety of audiences. In addition, she is an outstanding fundraiser. Her expertise helped lay the foundation for a successful development program at Best Friends.”"]']
User: ['Jordan Jafferjee', 'I am a graduate of Fordham University with a Bachelor’s Degree in Information Science. My professional background includes over a decade of hands-on experience within fast-paced, professional environments in the fashion and media spaces as a technician, analyst, engineer, and currently as a director for a leading global media firm.', 'Senior Director of IT Infrastructure at VICE Media', 'VICE Media', '[{"company":"VICE Media","company_id":"vice-media","industry":"Publishing","location":null,"positions":[{"description":"Senior Director of IT Infrastructure responsible for architecture, operations, security, and compliance across production, broadcast, corporate, cloud, and physical data center footprints globally.","duration":"Jul 2021 - Present 4 months","duration_short":"4 months","end_date":"Present","start_date":"Jul 2021","subtitle":"VICE Media","title":"Senior Director of IT Infrastructure"},{"description":"","duration":"Dec 2018 Jun 2021 2 years 7 months","duration_short":"2 years 7 months","end_date":"Jun 2021","start_date":"Dec 2018","subtitle":"VICE Media","title":"Director of Network Engineering"}],"url":"https://www.linkedin.com/company/vice-media"},{"company":"IAC/InterActive Corp.","company_id":"iac","location":null,"positions":[{"description":"• Aruba Wireless deployment across multiple US locations• Aruba MAS deployment across multiple US locations• Aruba ClearPass integration for 802.1X authentication on Wired and Wireless endpoints• Day-to-day operation and maintenance of multi-site OSPF network with Cisco Routing/Switching• Day-to-day operation and maintenance of Palo Alto 30XX and 50XX Firewalls (PANOS 6.X, 7.X, 8.X)• Palo Alto ACE Certified • Design, implementation, and deployment of GlobalProtect VPN solution company wide across Windows, OS X, Linux, and Mobile Platforms • Design, implementation, and deployment of Cisco Meraki Cloud Controlled Hub and Remote sites across the US• Design, implementation, and deployment of Solar Winds Orion Platform for real time health and diagnostic monitoring of Network and VoIP infrastructure across hub locations","duration":"Jan 2016 Nov 2018 2 years 11 months","duration_short":"2 years 11 months","end_date":"Nov 2018","start_date":"Jan 2016","subtitle":"IAC/InterActive Corp.","title":"Network Engineer"},{"description":"• Avaya G450/G650 Hardware Management• Avaya CM 4.X and 6.X Management• Avaya H.323 and SIP endpoint Configuration• AVST CallXpress Management• Microsoft Active Directory/GAL Audit and Clean Up• Blackberry management via BES5 and BES10• Windows Phone, Android, and iOS Management via Sophos MDM• Windows Phone, Android, and iOS Management via Symantec MDM• Mobile Device Procurement • Mobile Device Configuration in a BYOD Environment • Mobile Account Billing Management and Auditing • Inventory Management of Mobile Devices• Creation of KB Articles and Technical Documentation","duration":"Mar 2013 Dec 2015 2 years 10 months","duration_short":"2 years 10 months","end_date":"Dec 2015","start_date":"Mar 2013","subtitle":"IAC/InterActive Corp.","title":"Network/Telecom Analyst"}],"url":"https://www.linkedin.com/company/iac"},{"company":"Pronto, an IAC Company","company_id":"pronto","location":"Greater New York City Area","positions":[{"description":"• Desktop break fix support for Windows and Apple Products• End User LDAP Account Support and Maintenance• iOS Device Support and Network Integration• Microsoft Active Directory Management• Network Hardware Support• CentOS and Windows Sever Support• IT Purchasing and Procurement • Inventory Management• Creation of User Documentation, Procedure Outlines • Desktop break fix support for Windows and Apple Products• End User LDAP Account Support and Maintenance• iOS Device Support and Network Integration• Microsoft Active Directory Management• Network Hardware Support• CentOS and Windows Sever Support• IT Purchasing and Procurement • Inventory Management• Creation of User Documentation, Procedure Outlines","duration":"Aug 2011 Feb 2013 1 year 7 months","duration_short":"1 year 7 months","end_date":"Feb 2013","start_date":"Aug 2011","subtitle":"Pronto, an IAC Company","title":"Systems Support Engineer"}],"url":"https://www.linkedin.com/company/pronto"},{"company":"Elie Tahari","company_id":"elie-tahari","location":null,"positions":[{"description":"• Phone support for over 500 users.• Desktop break fix support for Windows and Apple products.• Integration of OS X platforms into a Windows network environment.• Enterprise activation of Blackberrys through the Blackberry Enterprise Server. • iPhone and iPad integration through the Citrix Virtual Environment. • Remote support for offsite locations across North America and Europe. • Account creation/removal in Active Directory, BES5, and Cisco Call Manger.• AS400 account maintenance. • Hardware and software deployment across the network. • Implementation of inventory management via Track IT.","duration":"Sep 2008 Apr 2011 2 years 8 months","duration_short":"2 years 8 months","end_date":"Apr 2011","start_date":"Sep 2008","subtitle":"Elie Tahari","title":"Desktop Support Technician"},{"description":"Intern – MIS Department","duration":"Jun 2008 Aug 2008 3 months","duration_short":"3 months","end_date":"Aug 2008","start_date":"Jun 2008","subtitle":"Elie Tahari","title":"Intern"}],"url":"https://www.linkedin.com/company/elie-tahari"}]', '["Marie C. Cassandra “I simply cannot recommend Jordan enough. He is extremely pleasant, organized, and sharp. In addition to being a fantastic IT professional, he\'s also an all around fun and interesting person.”","Tony Casson “Jordan is the absolute definition of self-starter and was a tremendous person to have on the team. We needed someone to handle all the IT needs for our NY office, while the rest of the Ops team was located in Colorado. Hiring him was a slam-dunk as he jumped in and owned our corporate IT from hardware to software, all while assisting the remote team with our global server network and Linux systems needs.”"]']### Assistant: The agent's job is to develop comprehensive development programs and fundraise for non-profit organizations, and today the user is reaching out to the agent because they need assistance in implementing a new IT infrastructure for their non-profit organization.
|
### Human: Agent: ['Sherry Dwelle', 'Environmental Sustainability, Technical and Business Development Background. Passionate About NetZero Housing, Indoor Farming, Humane Treatment of Animals, Learning from Others and Diversity. Driven to Discover Resolutions to the Most Complex Challenges and Participate in the Innovative Technologies and Actions of Positive Change.', 'Environmental Sustainability, Technical and Business Development Background', 'Fathom Realty', '[{"company":"Fathom Realty","company_id":"fathom-realty","industry":"Leasing Real Estate","location":"Jacksonville, Florida, United States","positions":[{"description":"Opening a New Market Center in Northeast Florida-500% Growth in District Within the 1st YearRecruiting, Mentoring, Management, Business Development, Contract Negotiation, Client ServicesFathom Technology Advisory Committee - 2021 Opening a New Market Center in Northeast Florida-500% Growth in District Within the 1st YearRecruiting, Mentoring, Management, Business Development, Contract Negotiation, Client ServicesFathom Technology Advisory Committee - 2021","duration":"Dec 2017 - Present 4 years","duration_short":"4 years","end_date":"Present","start_date":"Dec 2017","subtitle":"Fathom Realty","title":"District Director, Broker"}],"url":"https://www.linkedin.com/company/fathom-realty"},{"company":"RE/MAX","company_id":"remax","location":"Charleston, South Carolina, United States","positions":[{"description":"","duration":"Oct 2013 Dec 2017 4 years 3 months","duration_short":"4 years 3 months","end_date":"Dec 2017","start_date":"Oct 2013","subtitle":"RE/MAX","title":"Licensed Broker"}],"url":"https://www.linkedin.com/company/remax"},{"company":"Good Done Great","company_id":null,"location":"Charleston, South Carolina Area","positions":[{"description":"","duration":"Apr 2013 Oct 2013 7 months","duration_short":"7 months","end_date":"Oct 2013","start_date":"Apr 2013","subtitle":"Good Done Great","title":"Software Engineer"}],"url":""},{"company":"SALVATION ARMY HARBOR LIGHT CENTER","company_id":null,"location":"Indianapolis, Indiana Area","positions":[{"description":"","duration":"Jul 2009 Aug 2011 2 years 2 months","duration_short":"2 years 2 months","end_date":"Aug 2011","start_date":"Jul 2009","subtitle":"SALVATION ARMY HARBOR LIGHT CENTER","title":"Database Adminstrator"}],"url":""},{"company":"Fortville/McCordsville Chamber of Commerce","company_id":null,"location":"Fortville, IN","positions":[{"description":"","duration":"Aug 2006 Apr 2009 2 years 9 months","duration_short":"2 years 9 months","end_date":"Apr 2009","start_date":"Aug 2006","subtitle":"Fortville/McCordsville Chamber of Commerce","title":"Executive Director"}],"url":""},{"company":"RE/MAX, Hometown Real Estate","company_id":null,"location":"Indianapolis, Indiana Area","positions":[{"description":"","duration":"Feb 1997 Jun 2006 9 years 5 months","duration_short":"9 years 5 months","end_date":"Jun 2006","start_date":"Feb 1997","subtitle":"RE/MAX, Hometown Real Estate","title":"Licensed Broker"}],"url":""},{"company":"Multiple Firms Including USA Group, NICB, Moore Data, Honda Express & Cummins","company_id":null,"location":"Ohio, Tennessee, Texas, Illinois, Indiana","positions":[{"description":"","duration":"Jun 1986 Nov 1997 11 years 6 months","duration_short":"11 years 6 months","end_date":"Nov 1997","start_date":"Jun 1986","subtitle":"Multiple Firms Including USA Group, NICB, Moore Data, Honda Express & Cummins","title":"Mainframe Programmer"}],"url":""}]', '["Staci Chavez “Working with Sherry has been such a great experience. I have learned so many great things about real estate and building my own small business. She\'s very efficient and always has great recommendations or response whenever I\'ve hit a road block or need some advise! We have great discussions on leadership and growth, she has inspired me to step into a leadership roll and continues to encourage and support me along the way. I\'m very grateful for her time and energy invested in me!”","Alton Mcgriff. Jr “Sherry is an amazing leader that focuses on problem solving solutions to help strengthen her team. A team player that will go so far out her way to help balance the team to reach a setting goal. A beautiful human being from the inside and out.”"]']
User: ['ANGELA BROOKS, AICP', 'Affordable Housing, Land Use Planning, Project Management, Governmental AffairsSpecialties: Land Use, affordable housing policy, lease negiotiations, project management, community development.', 'Director, Illinois Program at Corporation for Supportive Housing', 'CSH, the Source for Housing Solutions', '[{"company":"CSH, the Source for Housing Solutions","company_id":"corporation-for-supportive-housing","industry":"Non-profit Organizations","location":"Chicago, Illinois, United States","positions":[{"description":"","duration":"Dec 2020 - Present 8 months","duration_short":"8 months","end_date":"Present","start_date":"Dec 2020","subtitle":"CSH, the Source for Housing Solutions","title":"Director, Illinois Program"}],"url":"https://www.linkedin.com/company/corporation-for-supportive-housing"},{"company":"Housing Division, American Planning Association","company_id":"american-planning-association","location":"","positions":[{"description":"","duration":"Jan 2018 Dec 2020 3 years","duration_short":"3 years","end_date":"Dec 2020","start_date":"Jan 2018","subtitle":"Housing Division, American Planning Association","title":"Chair"}],"url":"https://www.linkedin.com/company/american-planning-association"},{"company":"Chicago Housing Authority","company_id":"chicago-housing-authority","location":null,"positions":[{"description":"","duration":"Jun 2015 Dec 2020 5 years 7 months","duration_short":"5 years 7 months","end_date":"Dec 2020","start_date":"Jun 2015","subtitle":"Chicago Housing Authority","title":"Development Manager (Real Estate)"},{"description":"","duration":"Nov 2013 Jun 2015 1 year 8 months","duration_short":"1 year 8 months","end_date":"Jun 2015","start_date":"Nov 2013","subtitle":"Chicago Housing Authority","title":"Senior Contract Administrator"},{"description":"","duration":"2011 Nov 2013 2 years","duration_short":"2 years","end_date":"Nov 2013","start_date":"2011","subtitle":"Chicago Housing Authority","title":"Contract Compliance Specialist"}],"url":"https://www.linkedin.com/company/chicago-housing-authority"},{"company":"Insight Global","company_id":"insight-global","location":"","positions":[{"description":"","duration":"Jul 2010 Dec 2010 6 months","duration_short":"6 months","end_date":"Dec 2010","start_date":"Jul 2010","subtitle":"Insight Global","title":"LEASING PROJECT MANAGER"}],"url":"https://www.linkedin.com/company/insight-global"},{"company":"Chicago Housing Authority","company_id":"chicago-housing-authority","location":"","positions":[{"description":"","duration":"Jan 2010 Jul 2010 7 months","duration_short":"7 months","end_date":"Jul 2010","start_date":"Jan 2010","subtitle":"Chicago Housing Authority","title":"TECHNICAL ASSISTANT"}],"url":"https://www.linkedin.com/company/chicago-housing-authority"},{"company":"FMHC","company_id":null,"location":"Greater Chicago Area","positions":[{"description":"","duration":"Jun 2007 Dec 2009 2 years 7 months","duration_short":"2 years 7 months","end_date":"Dec 2009","start_date":"Jun 2007","subtitle":"FMHC","title":"REAL ESTATE LEAD/SITE ACQUISITION/PROJECT MANAGER"}],"url":""},{"company":"HEARTLAND HOUSING","company_id":null,"location":"Greater Chicago Area","positions":[{"description":"","duration":"May 2006 May 2007 1 year 1 month","duration_short":"1 year 1 month","end_date":"May 2007","start_date":"May 2006","subtitle":"HEARTLAND HOUSING","title":"ASSOCIATE DIRECTOR OF REAL ESTATE DEVELOPMENT"}],"url":""},{"company":"City of Seattle Office of Housing","company_id":null,"location":"Greater Seattle Area","positions":[{"description":"","duration":"Nov 2004 May 2006 1 year 7 months","duration_short":"1 year 7 months","end_date":"May 2006","start_date":"Nov 2004","subtitle":"City of Seattle Office of Housing","title":"PROGRAM COORDINATOR"}],"url":""},{"company":"CITY OF MILTON","company_id":null,"location":"Greater Seattle Area","positions":[{"description":"","duration":"Nov 2003 Nov 2004 1 year 1 month","duration_short":"1 year 1 month","end_date":"Nov 2004","start_date":"Nov 2003","subtitle":"CITY OF MILTON","title":"Land Use Administrator"}],"url":""},{"company":"T-Mobile","company_id":"t-mobile","location":"Greater Seattle Area","positions":[{"description":"","duration":"Mar 2002 Oct 2003 1 year 8 months","duration_short":"1 year 8 months","end_date":"Oct 2003","start_date":"Mar 2002","subtitle":"T-Mobile","title":"Land Use Specialist"}],"url":"https://www.linkedin.com/company/t-mobile"},{"company":"American Tower Corporation","company_id":"american-tower","location":"Greater Seattle Area","positions":[{"description":"","duration":"Apr 2000 Mar 2002 2 years","duration_short":"2 years","end_date":"Mar 2002","start_date":"Apr 2000","subtitle":"American Tower Corporation","title":"Land Use Specialist"}],"url":"https://www.linkedin.com/company/american-tower"},{"company":"King County","company_id":"king-county","location":"Greater Seattle Area","positions":[{"description":"","duration":"Aug 1999 Apr 2000 9 months","duration_short":"9 months","end_date":"Apr 2000","start_date":"Aug 1999","subtitle":"King County","title":"Housing Planner"}],"url":"https://www.linkedin.com/company/king-county"},{"company":"Mayor\'s Office","company_id":null,"location":"Greater New Orleans Area","positions":[{"description":"","duration":"Apr 1997 May 1999 2 years 2 months","duration_short":"2 years 2 months","end_date":"May 1999","start_date":"Apr 1997","subtitle":"Mayor\'s Office","title":"Urban Policy Analyst"}],"url":""}]', '["“ANGELA is a diligent worker, who is committed to excellence in everything she does. She is highly skilled, detail-oriented, and able to manage heavy workloads with ease. She is a team player that I would recommend without reservation. It was a pleasure collaborating with her, and working toward the common goal of serving our client.”","“Angela Brooks is a wonderful person to work with. She is detailed oriented, timely and very courteous to her coworkers. I would recommend her as an employee to any company, she will be a great asset to lead or be apart of a team.”"]']### Assistant: The agent's job is to provide technical and business development expertise in environmental sustainability, while the user is reaching out to the agent because they need assistance with affordable housing and land use planning for a new development project.
|
### Human: Agent: ['Klaus Larsen', 'Specialties: Graphic Design, Illustration, Identity, Print Production, Photography, Digital Production, Asset Management, Pre-flight', 'Senior Production Artist at Welly Health PBC', 'Welly Health PBC', '[{"company":"Welly Health PBC","company_id":"welly-health-pbc","industry":"Wellness and Fitness Services","location":"San Francisco, California, United States","positions":[{"description":"","duration":"Jun 2021 - Present 8 months","duration_short":"8 months","end_date":"Present","start_date":"Jun 2021","subtitle":"Welly Health PBC","title":"Senior Production Artist"}],"url":"https://www.linkedin.com/company/welly-health-pbc"},{"company":"www.klpstudio.com","company_id":null,"location":"","positions":[{"description":"Graphic Design, Web Design and implementation, Print Design, Production, Identity, Collateral, Photography Graphic Design, Web Design and implementation, Print Design, Production, Identity, Collateral, Photography","duration":"1997 - Present 25 years","duration_short":"25 years","end_date":"Present","start_date":"1997","subtitle":"www.klpstudio.com","title":"Founder"}],"url":""},{"company":"Navitas Organics","company_id":"navitas-organics","location":"Novato, CA","positions":[{"description":"","duration":"Aug 2016 Jun 2021 4 years 11 months","duration_short":"4 years 11 months","end_date":"Jun 2021","start_date":"Aug 2016","subtitle":"Navitas Organics","title":"Senior Production Artist"}],"url":"https://www.linkedin.com/company/navitas-organics"},{"company":"Amy\'s Kitchen","company_id":"amy%27s-kitchen","location":"Petaluma, CA","positions":[{"description":"","duration":"Nov 2015 Aug 2016 10 months","duration_short":"10 months","end_date":"Aug 2016","start_date":"Nov 2015","subtitle":"Amy\'s Kitchen","title":"Senior Production Artist"}],"url":"https://www.linkedin.com/company/amy%27s-kitchen"},{"company":"Self-employed","company_id":"klaus-larsen-design","location":"Various","positions":[{"description":"","duration":"Aug 2010 Aug 2016 6 years 1 month","duration_short":"6 years 1 month","end_date":"Aug 2016","start_date":"Aug 2010","subtitle":"Self-employed","title":"Designer"}],"url":"https://www.linkedin.com/company/klaus-larsen-design"},{"company":"LeapFrog","company_id":"leapfrog","location":"Emeryville, California","positions":[{"description":"","duration":"Feb 2014 Sep 2015 1 year 8 months","duration_short":"1 year 8 months","end_date":"Sep 2015","start_date":"Feb 2014","subtitle":"LeapFrog","title":"Graphic Production Artist"}],"url":"https://www.linkedin.com/company/leapfrog"},{"company":"American Medical Response","company_id":"american-medical-response-1","location":"","positions":[{"description":"","duration":"Aug 2010 Dec 2013 3 years 5 months","duration_short":"3 years 5 months","end_date":"Dec 2013","start_date":"Aug 2010","subtitle":"American Medical Response","title":"Emergency Medical Technician (EMT)"}],"url":"https://www.linkedin.com/company/american-medical-response-1"},{"company":"mojotown.com","company_id":null,"location":"","positions":[{"description":"","duration":"2000 Jan 2009 9 years","duration_short":"9 years","end_date":"Jan 2009","start_date":"2000","subtitle":"mojotown.com","title":"Senior Interactive Designer"}],"url":""},{"company":"Mez Design","company_id":"mez-design","location":"Sausalito, Ca","positions":[{"description":"","duration":"1997 1999 2 years","duration_short":"2 years","end_date":"1999","start_date":"1997","subtitle":"Mez Design","title":"Senior Production Manager"}],"url":"https://www.linkedin.com/company/mez-design"}]', '["Jen West “I had the pleasure of managing Klaus w ashen he worked a production contractor at LeapFrog during our busiest time of the year. He has a positive attitude, takes art direction well, easily juggles multiple projects and is always up for a challenge. His strong technical skills combined with an enthusiasm for tackling any project with a \\"can-do\\" spirit quickly made him a valuable member of our team. I would highly recommend him.”","Adrienne Marie LaBonte-Liggett “Klaus is that rare jack-of-all-trades who can quickly jump into any project and churn it with expert precision. Need an awesome package design? Done. How about impactful in-store signage? Done. Whatever it is you can count on Klaus to deliver great work. And ALWAYS with a positive, can-do attitude--I highly recommend Klaus.”"]']
User: ['Emily Frazee', 'Highly motivated individual seeking to launch a successful business career in professional sales, communications, marketing, consulting or management.', 'Executive Operations and Digital Coordinator', 'Kroeger Commercial Real Estate', '[{"company":"Kroeger Commercial Real Estate","company_id":null,"location":"Orlando, Florida, United States","positions":[{"description":"","duration":"Jan 2019 - Present 3 years 7 months","duration_short":"3 years 7 months","end_date":"Present","start_date":"Jan 2019","subtitle":"Kroeger Commercial Real Estate","title":"Realtor Assistant"}],"url":""},{"company":"Love Your Home Orlando","company_id":null,"location":"Winter Park, Florida, United States","positions":[{"description":"","duration":"Aug 2021 - Present 1 year","duration_short":"1 year","end_date":"Present","start_date":"Aug 2021","subtitle":"Love Your Home Orlando","title":"Marketing Assistant"}],"url":""},{"company":"Russell B Rainey, DMD","company_id":"russell-b-rainey-dmd","location":"Tallahassee, Florida, United States","positions":[{"description":"","duration":"Oct 2021 - Present 10 months","duration_short":"10 months","end_date":"Present","start_date":"Oct 2021","subtitle":"Russell B Rainey, DMD","title":"Digital Media Coordinator"}],"url":"https://www.linkedin.com/company/russell-b-rainey-dmd"},{"company":"Rainey Leadership Learning","company_id":null,"location":"Tallahassee, Florida, United States","positions":[{"description":"","duration":"Sep 2020 Jun 2022 1 year 10 months","duration_short":"1 year 10 months","end_date":"Jun 2022","start_date":"Sep 2020","subtitle":"Rainey Leadership Learning","title":"Executive Operations and Digital Coordinator"}],"url":""},{"company":"Tallahassee Plastic Surgery Clinic","company_id":null,"location":"Tallahassee, Florida Area","positions":[{"description":"","duration":"May 2019 Mar 2020 11 months","duration_short":"11 months","end_date":"Mar 2020","start_date":"May 2019","subtitle":"Tallahassee Plastic Surgery Clinic","title":"Human Resources/ Marketing Intern"}],"url":""},{"company":"Hearth & Soul","company_id":"hearth-soul","location":"Tallahassee, Florida","positions":[{"description":"","duration":"Feb 2019 Mar 2020 1 year 2 months","duration_short":"1 year 2 months","end_date":"Mar 2020","start_date":"Feb 2019","subtitle":"Hearth & Soul","title":"Customer Service Representative"}],"url":"https://www.linkedin.com/company/hearth-soul"},{"company":"Orlando Science Center","company_id":"orlando-science-center","location":"Orlando, Florida Area","positions":[{"description":"","duration":"May 2018 Aug 2018 4 months","duration_short":"4 months","end_date":"Aug 2018","start_date":"May 2018","subtitle":"Orlando Science Center","title":"Summer Camp Counselor"}],"url":"https://www.linkedin.com/company/orlando-science-center"},{"company":"Orlando Realty Service Inc","company_id":"orlando-realty-service-inc","location":"Orlando, Florida Area","positions":[{"description":"","duration":"2015 2017 2 years","duration_short":"2 years","end_date":"2017","start_date":"2015","subtitle":"Orlando Realty Service Inc","title":"Assistant"}],"url":"https://www.linkedin.com/company/orlando-realty-service-inc"},{"company":"Kroeger Properties LLC","company_id":"kroeger-properties-llc","location":"Orlando, Florida Area","positions":[{"description":"","duration":"2014 2017 3 years","duration_short":"3 years","end_date":"2017","start_date":"2014","subtitle":"Kroeger Properties LLC","title":"Assistant"}],"url":"https://www.linkedin.com/company/kroeger-properties-llc"}]', '["Mary Kroeger “Emily has worked for us for many years in many different capacities. She was an outstanding employee who went above and beyond in her position. She possesses maturity beyond her years, and has offered insight and growth in the marketing of our business. She is missed and I highly recommend her to any future employer.”","Anslie Jackson Bates “Emily is a joy to work with. She has exceptional leadership and motivational skills, and she is a great teammate with much expertise in customer service. She is loyal, insightful and always has a positive attitude. ”"]']### Assistant: The agent's job is to provide graphic design and production services, and today the user is reaching out to the agent because they need assistance with marketing materials for their real estate business.
|
### Human: Agent: ['Daniel Buckley, PMP, CSM, PMI-ACP', 'Experienced and accomplished Fortune 50 and Fortune 500 Information Technology Project Manager with a demonstrated history of success in highly technical environments. Demonstrated experience leading development teams delivering cross-functional strategic initiatives in compliance, finance, and organizational change.', 'IT Project Manager at AAA Life Insurance Company', 'AAA Life Insurance Company', '[{"company":"AAA Life Insurance Company","company_id":"aaa-life-insurance-company","industry":"Insurance","location":"Livonia, Michigan","positions":[{"description":"","duration":"Feb 2018 - Present 3 years 9 months","duration_short":"3 years 9 months","end_date":"Present","start_date":"Feb 2018","subtitle":"AAA Life Insurance Company","title":"IT Project Manager"}],"url":"https://www.linkedin.com/company/aaa-life-insurance-company"},{"company":"EagleView","company_id":"eagleview-technologies-inc","location":"Bothell, WA","positions":[{"description":"","duration":"Aug 2016 Jan 2018 1 year 6 months","duration_short":"1 year 6 months","end_date":"Jan 2018","start_date":"Aug 2016","subtitle":"EagleView","title":"Technical Project Manager"}],"url":"https://www.linkedin.com/company/eagleview-technologies-inc"},{"company":"Microsoft","company_id":"microsoft","location":"Microsoft Millennium E","positions":[{"description":"","duration":"May 2015 Aug 2016 1 year 4 months","duration_short":"1 year 4 months","end_date":"Aug 2016","start_date":"May 2015","subtitle":"Microsoft","title":"IT Project Manager"}],"url":"https://www.linkedin.com/company/microsoft"},{"company":"Centric Consulting","company_id":"centric-consulting","location":"Seattle, WA","positions":[{"description":"","duration":"Oct 2014 Mar 2015 6 months","duration_short":"6 months","end_date":"Mar 2015","start_date":"Oct 2014","subtitle":"Centric Consulting","title":"Business Analyst - Microsoft - Office 365 Team"}],"url":"https://www.linkedin.com/company/centric-consulting"},{"company":"T-Mobile","company_id":"t-mobile","location":"Bellevue, WA","positions":[{"description":"","duration":"Mar 2011 Oct 2013 2 years 8 months","duration_short":"2 years 8 months","end_date":"Oct 2013","start_date":"Mar 2011","subtitle":"T-Mobile","title":"Web Producer"}],"url":"https://www.linkedin.com/company/t-mobile"},{"company":"Microsoft","company_id":"microsoft","location":"Redmond, WA","positions":[{"description":"","duration":"Mar 2010 Feb 2011 1 year","duration_short":"1 year","end_date":"Feb 2011","start_date":"Mar 2010","subtitle":"Microsoft","title":"Business Analyst II - AdCenter Fraud Team"}],"url":"https://www.linkedin.com/company/microsoft"},{"company":"Kohl\'s Department Stores","company_id":"kohls-department-stores","location":"Menomonee Falls, WI","positions":[{"description":"","duration":"Sep 2008 Feb 2010 1 year 6 months","duration_short":"1 year 6 months","end_date":"Feb 2010","start_date":"Sep 2008","subtitle":"Kohl\'s Department Stores","title":"Merchandise Analyst"}],"url":"https://www.linkedin.com/company/kohls-department-stores"}]', '["Scott Nelson “I worked with Dan for several years at EagleView. He was my technical project manager and worked with him every day. He was an excellent project manager and was always eager to learn new strategies and technical details. He was extremely reliable and always detailed. I watched him in many occasions juggle many competing priorities with ease. I enjoyed working with Dan and would highly recommend him.”","Paul Johnson, MBA, PMP, PMI-ACP “If you are looking for an individual to take on difficult challenges with the ability to navigate through the everyday chaos of complex technology projects Dan is the perfect fit for your organization. I have had the great pleasure of working with Dan at EagleView over the past few years. Dan is one of those high potential individuals with an excellent work ethic and drive to get things done. While working long hours on some rather complex and demanding projects Dan still managed to squeeze in studying for and passing the Professional Project Management exam. Being a PMP myself I know that this was no easy feat to accomplish. Yet Dan has gone on to obtain more advanced credentials from the Program Management Institute which will no doubt contribute to his continued success in project management. ”"]']
User: ['Jessica Nelson', 'Experienced communications professional with demonstrated history leading strategic brand and executive communications initiatives.', 'Communications Manager, Consumer Business Group at 3M', '3M', '[{"company":"3M","company_id":"3m","industry":"Mechanical or Industrial Engineering","location":null,"positions":[{"description":"","duration":"Feb 2020 - Present 1 year 10 months","duration_short":"1 year 10 months","end_date":"Present","start_date":"Feb 2020","subtitle":"3M","title":"Communications Manager"},{"description":"","duration":"Aug 2018 Feb 2020 1 year 7 months","duration_short":"1 year 7 months","end_date":"Feb 2020","start_date":"Aug 2018","subtitle":"3M","title":"Executive Communications Supervisor"},{"description":"","duration":"Oct 2013 Feb 2020 6 years 5 months","duration_short":"6 years 5 months","end_date":"Feb 2020","start_date":"Oct 2013","subtitle":"3M","title":"Communications and Brand Strategy Supervisor"}],"url":"https://www.linkedin.com/company/3m"},{"company":"Sebesta Blomberg","company_id":"sebesta","location":null,"positions":[{"description":"","duration":"Nov 2009 Jun 2013 3 years 8 months","duration_short":"3 years 8 months","end_date":"Jun 2013","start_date":"Nov 2009","subtitle":"Sebesta Blomberg","title":"Marketing Communications Manager"},{"description":"","duration":"Aug 2005 Dec 2009 4 years 5 months","duration_short":"4 years 5 months","end_date":"Dec 2009","start_date":"Aug 2005","subtitle":"Sebesta Blomberg","title":"Marketing Communications Specialist"}],"url":"https://www.linkedin.com/company/sebesta"}]', '["LinkedIn User “Jessica is a very talented marketing communications professional. She brings creative insights to every project, often providing solutions to what others would perceive as obstacles. Jessica has an intuitive ability to read people and effectively works with all levels of an organization. She has excellent oral and written communication skills and is well versed in the various aspects of marketing communications, particularly in digital marketing and public relations. Jessica is highly professional and delightful to work with. I would welcome the opportunity to hire Jessica again and I strongly recommend her for any marketing communications position.”","Dave (Davide) Vettraino “Exceptional, public realations and communications skills, understands true client relations, works well in a ever changing environment, proven problem solver, team player, gets it done”"]']### Assistant: The agent's job is to manage IT projects in a Fortune 500 company, and today the user is reaching out to the agent because they need assistance with strategic brand and executive communications initiatives for their current role as a Communications Manager.
|
### Human: Agent: ['Praveen Ravipati', 'A creative, results-driven, customer-focused, articulate Business Intelligence Professional with 10 years of work experience in all phases of Software Development Life Cycle (SDLC), including gathering requirements, analyzing, design implementation, development , testing and evaluation of various business systems and statistical reporting and dashboard needs. Technology expert in Data Analytics and Visualizations with experience in reporting tools such as MicroStrategy, Business objects, Crystal Reports, Tableau and Power BI. ☛ Industry Exposure Retail Insurance Energy & Utilities HealthCare ☛ Functional / Business Process Knowledge Sales Marketing Supply Chain Finance ☛ Technical Experience Tableau 2020 MicroStrategy Version 2020 Update 2, 10.4 ( Desktop, Developer, WorkStation, MSTR Office add-in) SAP BO BI Suite 4.X (Web Intelligence / WEB-I, Analysis for Office / OLAP, Launchpad, Crystal) BI Performance Tuning / Security / Admin ☛ Knowledge / Exposure AWS RDBMS (Oracle / MS SQL Server / MySQL/Teradata) ETL (Data Extraction / Data Cleansing / Data Loads) JavaScript/VBA Python ☛ Interests / Research New Age BI / Data Visualization Tools & Technologies Big Data Analytics Cloud Analytics Predictive Analytics ☛ Core Competencies ✓ Good understanding of Data warehousing concepts & Data Models (Star Schema / Extended Star Schema, Snow Flake Schema) ✓ Extensive experience in Data Analytics and Business Intelligence products: MicroStrategy 2020/10.11 /10.6, SAP BO BI 4.0, Business Objects XI 3.1/XIR2, Tableau 10.4, PowerBI, Teradata with Strong SQL and PL/SQL skills. ✓ Expertise in developing highly Visual MicroStrategy Web and Mobile Documents, Dashboards (Dossiers), Visual Insights and Tableau Dashboards to support a large user base and Executive Management. ✓ Ability to suggest appropriate Reporting Solutions based on client specifications (Operational Reports / Summary Reports / Dashboards & Apps / Discovery & Analysis) ✓ Implemented BI solutions in Finance, Sales, Marketing and Supply Chain business functions ✓ Worked in an Agile Environment with 3 week high velocity sprints. ✓ Years of experience working closely with the business / end / super users to fulfill their reporting requirements ✓ Trained the business users / end users on various reporting tools ✓ Exceptional communication, presentation, interpersonal, listening and management skills', 'Sr. Business Intelligence Consultant/ Architect', 'Reynolds American Inc.', '[{"company":"Reynolds American Inc.","company_id":"reynoldsamericaninc","industry":"Tobacco Manufacturing","location":"Greensboro/Winston-Salem, North Carolina Area","positions":[{"description":"","duration":"Jul 2019 - Present 3 years 1 month","duration_short":"3 years 1 month","end_date":"Present","start_date":"Jul 2019","subtitle":"Reynolds American Inc.","title":"Senior Business Intelligence Consultant"}],"url":"https://www.linkedin.com/company/reynoldsamericaninc"},{"company":"Grange Insurance","company_id":"grange-insurance","location":"Columbus, Ohio Area","positions":[{"description":"Working on building a Self-service BI area for the Super Users where they can build/ analyse their own reports/data. Working on building a Self-service BI area for the Super Users where they can build/ analyse their own reports/data.","duration":"Sep 2018 Jun 2019 10 months","duration_short":"10 months","end_date":"Jun 2019","start_date":"Sep 2018","subtitle":"Grange Insurance","title":"Senior Business Intelligence Consultant"}],"url":"https://www.linkedin.com/company/grange-insurance"},{"company":"DSW","company_id":"dswinc","location":"","positions":[{"description":"","duration":"Nov 2014 Aug 2018 3 years 10 months","duration_short":"3 years 10 months","end_date":"Aug 2018","start_date":"Nov 2014","subtitle":"DSW","title":"Senior Business Intelligence Analyst"}],"url":"https://www.linkedin.com/company/dswinc"},{"company":"Xcel Energy","company_id":"xcel-energy","location":"Greater Denver Area","positions":[{"description":"","duration":"Jun 2013 Nov 2014 1 year 6 months","duration_short":"1 year 6 months","end_date":"Nov 2014","start_date":"Jun 2013","subtitle":"Xcel Energy","title":"Sr Business Intelligence Analyst"}],"url":"https://www.linkedin.com/company/xcel-energy"},{"company":"DSW","company_id":"dswinc","location":"","positions":[{"description":"","duration":"Oct 2010 Jun 2013 2 years 9 months","duration_short":"2 years 9 months","end_date":"Jun 2013","start_date":"Oct 2010","subtitle":"DSW","title":"SAP Business Objects Developer"}],"url":"https://www.linkedin.com/company/dswinc"},{"company":"UpToDate","company_id":"uptodate","location":"","positions":[{"description":"","duration":"Mar 2010 Sep 2010 7 months","duration_short":"7 months","end_date":"Sep 2010","start_date":"Mar 2010","subtitle":"UpToDate","title":"Business Objects Developer"}],"url":"https://www.linkedin.com/company/uptodate"}]', '["Mindy Billingham “Praveen worked at Grange for about a year helping us build out a self-service area in Microstrategy for our end users. Praveen came up to speed very quickly and was providing value to the team in a short time. He was able to provide recommendations based on his previous experience that directly improved the product he was working on. Additionally, he was able to coach other team members when they ran into technical problems that he was able to solve. Praveen was easy to work with, produced a high quality product and was highly productive. I recommend Praveen highly.”","Joel Maynard “I worked with Praveen on a 6 month project at Grange Insurance. He has a vast knowledge set around Microstrategy reporting. He works very well within a fast paced work environment. He clearly understands Agile principles. Is a very good problem solver. Communicates well with his team. Not afraid to take on ambiguous tasks. Does a good job a gathering requirements. Works well with co-workers. Helped us deliver a difficult project around creating an easy to use data discovery area for a new claims system to allow our business partners explore all the new fields at there finger tips. Also helped us manager our request que around new projects to deliver value more rapidly. Please to work with, I would highly recommend him as a trusted resource!”"]']
User: ['Justin Englander', 'Proven sales leader who thrives within high growth tech startups. Focused on hiring, coaching, developing and leading a high caliber, quota achieving field sales organization.', 'Director at Newsela', 'Newsela', '[{"company":"Newsela","company_id":"newsela","industry":"E-Learning Providers","location":null,"positions":[{"description":"","duration":"Sep 2020 - Present 11 months","duration_short":"11 months","end_date":"Present","start_date":"Sep 2020","subtitle":"Newsela","title":"Director"},{"description":"","duration":"Dec 2018 Sep 2020 1 year 10 months","duration_short":"1 year 10 months","end_date":"Sep 2020","start_date":"Dec 2018","subtitle":"Newsela","title":"Regional Sales Manager"},{"description":"","duration":"Jan 2018 Dec 2018 1 year","duration_short":"1 year","end_date":"Dec 2018","start_date":"Jan 2018","subtitle":"Newsela","title":"Senior Sales Manager"},{"description":"","duration":"Feb 2017 Jan 2018 1 year","duration_short":"1 year","end_date":"Jan 2018","start_date":"Feb 2017","subtitle":"Newsela","title":"Sales Manager"}],"url":"https://www.linkedin.com/company/newsela"},{"company":"Zocdoc","company_id":"zocdoc","location":null,"positions":[{"description":"","duration":"Jul 2013 Jan 2017 3 years 7 months","duration_short":"3 years 7 months","end_date":"Jan 2017","start_date":"Jul 2013","subtitle":"Zocdoc","title":"Regional Sales Manager"},{"description":"","duration":"Nov 2012 Jun 2013 8 months","duration_short":"8 months","end_date":"Jun 2013","start_date":"Nov 2012","subtitle":"Zocdoc","title":"Lead Recruiter"},{"description":"","duration":"Apr 2012 Nov 2012 8 months","duration_short":"8 months","end_date":"Nov 2012","start_date":"Apr 2012","subtitle":"Zocdoc","title":"Sales Recruiter"}],"url":"https://www.linkedin.com/company/zocdoc"},{"company":"MRM//McCann","company_id":"global-mrm","location":"Greater New York City Area","positions":[{"description":"","duration":"Apr 2011 Mar 2012 1 year","duration_short":"1 year","end_date":"Mar 2012","start_date":"Apr 2011","subtitle":"MRM//McCann","title":"Senior Recruiter Team Lead"}],"url":"https://www.linkedin.com/company/global-mrm"},{"company":"Forstar Resources","company_id":null,"location":"Greater New York City Area","positions":[{"description":"","duration":"Jul 2008 Mar 2011 2 years 9 months","duration_short":"2 years 9 months","end_date":"Mar 2011","start_date":"Jul 2008","subtitle":"Forstar Resources","title":"Recruiting Manager"}],"url":""},{"company":"Adam Jacobs Associates","company_id":"adam-jacobs-associates","location":"Greater New York City Area","positions":[{"description":"","duration":"Jun 2004 Jun 2008 4 years 1 month","duration_short":"4 years 1 month","end_date":"Jun 2008","start_date":"Jun 2004","subtitle":"Adam Jacobs Associates","title":"Lead Recruiter"}],"url":"https://www.linkedin.com/company/adam-jacobs-associates"},{"company":"Vornado Realty Trust","company_id":"vornado-realty-trust","location":"","positions":[{"description":"","duration":"Mar 2002 May 2004 2 years 3 months","duration_short":"2 years 3 months","end_date":"May 2004","start_date":"Mar 2002","subtitle":"Vornado Realty Trust","title":"Accounts Payable Specialist"}],"url":"https://www.linkedin.com/company/vornado-realty-trust"}]', '["“Justin is a strong sales leader who constantly advocates for him team’s needs in order to drive results. Justin coaches and mentors sales reps with confidence and ease, and is seen as a leader by his team and within the company. ”","“Justin is a pleasure to work with. He is the first one in and the last one out of the office everyday, and this shows in his performance as a consistent top recruiter. His impressive professional approach to the task at hand does not affect his personal touch with his colleagues or his candidates. He is a man of integrity and an outstanding colleague. I would highly recommend Justin to any organization.”"]']### Assistant: The agent's job is to provide business intelligence consulting services. Today, the user is reaching out to the agent because they need help in hiring and leading a high-caliber sales organization for their tech startup.
|
### Human: Agent: ['Rohan Barrett, CFRE', 'Seasoned fundraising professional with proven success in raising capital resources, non-profit management, board development, regional program development, and community outreach. Experienced working in both large higher ed institutions and in small community-based nonprofits. Successfully raised funds to support education and youth development as well as biomedical research (basic and clinical research).', 'Senior Director of Development, Principal & Major Gifts at Harvard Medical School', 'Harvard Medical School', '[{"company":"Harvard Medical School","company_id":"harvard-medical-school","industry":"Higher Education","location":null,"positions":[{"description":"","duration":"May 2019 - Present 2 years 4 months","duration_short":"2 years 4 months","end_date":"Present","start_date":"May 2019","subtitle":"Harvard Medical School","title":"Senior Director of Development, Principal & Major Gifts"},{"description":"","duration":"Feb 2016 May 2019 3 years 4 months","duration_short":"3 years 4 months","end_date":"May 2019","start_date":"Feb 2016","subtitle":"Harvard Medical School","title":"Director of Development, Principal and Major Gifts"}],"url":"https://www.linkedin.com/company/harvard-medical-school"},{"company":"Northwestern University, Feinberg School of Medicine","company_id":"northwestern-university-feinberg-school-of-medicine","location":"Greater Chicago Area","positions":[{"description":"","duration":"Aug 2014 Jan 2016 1 year 6 months","duration_short":"1 year 6 months","end_date":"Jan 2016","start_date":"Aug 2014","subtitle":"Northwestern University, Feinberg School of Medicine","title":"Associate Director of Major Gifts"}],"url":"https://www.linkedin.com/company/northwestern-university-feinberg-school-of-medicine"},{"company":"Goodman Community Center","company_id":"goodman-community-center","location":"Madison, Wisconsin Area","positions":[{"description":"","duration":"Oct 2012 Jul 2014 1 year 10 months","duration_short":"1 year 10 months","end_date":"Jul 2014","start_date":"Oct 2012","subtitle":"Goodman Community Center","title":"Director of Development"}],"url":"https://www.linkedin.com/company/goodman-community-center"},{"company":"The Mikva Challenge","company_id":"the-mikva-challenge","location":"Greater Chicago Area","positions":[{"description":"","duration":"Feb 2009 Oct 2012 3 years 9 months","duration_short":"3 years 9 months","end_date":"Oct 2012","start_date":"Feb 2009","subtitle":"The Mikva Challenge","title":"Associate Development Director"}],"url":"https://www.linkedin.com/company/the-mikva-challenge"}]', '["Joe McCormack “Rohan is highly intelligent, talented and ambitious, and he is a development professional who gets results. I see a CEO level position in his future.”","Diana Nelson “Rohan Barrett has phenomenal people skills and is equally good relating to youth and to older senior Board members. He works to get all the details covered, while simultaneously seeing and understanding the big picture. I especially appreciate his sense of humor and balance.”"]']
User: ['Sherman Jarvis', "I'm a peoples person, with an innate ability to form relationships and nurture older ones. I am also a very charismatic and competitive person, who thrives off action and making things happen. In business as well in life!", 'Somebody you should get to know!', 'UChicago Medicine', '[{"company":"UChicago Medicine","company_id":"university-of-chicago-medicine","industry":"Hospitals and Health Care","location":null,"positions":[{"description":"","duration":"Oct 2020 - Present 11 months","duration_short":"11 months","end_date":"Present","start_date":"Oct 2020","subtitle":"UChicago Medicine","title":"Surgical Patient Service Technician"},{"description":"","duration":"Jun 2017 Oct 2020 3 years 5 months","duration_short":"3 years 5 months","end_date":"Oct 2020","start_date":"Jun 2017","subtitle":"UChicago Medicine","title":"patient transportation specialist"}],"url":"https://www.linkedin.com/company/university-of-chicago-medicine"},{"company":"Aspire Chicago","company_id":"aspire-chicago","location":"Westchester, Illinois","positions":[{"description":"supervision of individuals with intellectual and physical disabilities living in a community integrated home, with an emphasis on developing independent living skills supervision of individuals with intellectual and physical disabilities living in a community integrated home, with an emphasis on developing independent living skills","duration":"Sep 2015 - Present 6 years","duration_short":"6 years","end_date":"Present","start_date":"Sep 2015","subtitle":"Aspire Chicago","title":"Direct Support Professional"}],"url":"https://www.linkedin.com/company/aspire-chicago"},{"company":"Cook County Government","company_id":"cook-county-government","location":"Chicago","positions":[{"description":"","duration":"Jun 2009 Jan 2012 2 years 8 months","duration_short":"2 years 8 months","end_date":"Jan 2012","start_date":"Jun 2009","subtitle":"Cook County Government","title":"Youth development specialist"}],"url":"https://www.linkedin.com/company/cook-county-government"},{"company":"Metropolitan Family Services","company_id":"metropolitan-family-services","location":"","positions":[{"description":"Tutoring /Mentoring/ Life Skills Review subjects pertinent to fifth through eighth grade students Assist students in homework competency and completion Listen and advise students on personal matters Share own personal experiences as alternative to negative choices Encourage proper health routines for boys and girls ages ten to fourteen Tutoring /Mentoring/ Life Skills Review subjects pertinent to fifth through eighth grade students Assist students in homework competency and completion Listen and advise students on personal matters Share own personal experiences as alternative to negative choices Encourage proper health routines for boys and girls ages ten to fourteen","duration":"Oct 2007 Apr 2009 1 year 7 months","duration_short":"1 year 7 months","end_date":"Apr 2009","start_date":"Oct 2007","subtitle":"Metropolitan Family Services","title":"Community service Aide"}],"url":"https://www.linkedin.com/company/metropolitan-family-services"},{"company":"University of Chicago","company_id":"uchicago","location":"","positions":[{"description":"Organization/Leadership Implemented athletic training program or high school athletes Chaperoned twenty young adults to daily activities Aided in college application and acclamation process Organization/Leadership Implemented athletic training program or high school athletes Chaperoned twenty young adults to daily activities Aided in college application and acclamation process","duration":"Jun 2004 Jun 2005 1 year 1 month","duration_short":"1 year 1 month","end_date":"Jun 2005","start_date":"Jun 2004","subtitle":"University of Chicago","title":"Assistant Sports Camp Coordinator"}],"url":"https://www.linkedin.com/company/uchicago"}]', '["Robert Rivera, MHA, DHA “I have not only had the opportunity to work alongside Sherman, but I have also had the opportunity to manage him as well. Sherman Jarvis is by far one of the hardest working transporters we have at The University of Chicago Medicine. Jarvis continues to educate himself inside and outside of the organization, He is not only a team leader but also goes above and beyond in the workplace. He truly puts the patients first, offering top quality care. ”","Vincent Singleton “Having shared field time with Sherman as football teammates in college and having him as a member of the executive board when I was President of the student organization ABLE, one of my observations is that he has a personality that fills a room. Following college, on a chance meeting, I was pleased, and none too surprised, to learn that he was directing his ability-to-connect to the development of youth. I am certain he will continue to make a positive impact on the lives of young people.”"]']### Assistant: The agent's job is to connect with potential partners and donors, and today, the user is reaching out to the agent because they need assistance in organizing a charity event to support youth development and healthcare initiatives.
|
### Human: Agent: ['Christian Mierez', '• Passionate about building the unbuildable in the technology industry using internal tools, including test automation frameworks, reporting services, and data validation.• A self-starter who applies an entrepreneurial mindset to build and retain high-performing teams that value inclusion, accountability, and collaboration. • Solve complex technology challenges through direct leadership of cross-functional, geographically dispersed software development teams. • Established reputation for accelerating continuous business improvement, expanding team competencies, and driving promotional opportunities through hands-on coaching and mentoring. CORE COMPETENCIES• Automated Testing Methodologies & Quality Engineering• Project Management & Product Development• Computer Science & Engineering• Software Development Life-Cycle (SDLC)• Agile/Scrum & SaaS Applications', 'Senior Software Engineer, Quality Engineering at Reddit, Inc.', 'Reddit, Inc.', '[{"company":"Reddit, Inc.","company_id":"reddit-com","industry":"Internet","location":null,"positions":[{"description":"","duration":"Aug 2020 - Present 1 year 3 months","duration_short":"1 year 3 months","end_date":"Present","start_date":"Aug 2020","subtitle":"Reddit, Inc.","title":"Senior Software Engineer, Quality Engineering"},{"description":"","duration":"May 2019 Aug 2020 1 year 4 months","duration_short":"1 year 4 months","end_date":"Aug 2020","start_date":"May 2019","subtitle":"Reddit, Inc.","title":"Senior Manager Quality Engineering"}],"url":"https://www.linkedin.com/company/reddit-com"},{"company":"Groupon","company_id":"groupon","location":null,"positions":[{"description":"• Conducted comparative analysis of factors driving a spike in maintenance costs, resulting in the selection of an optimized solution that increased platform coverage 60% and reduced manual regression time 15%.• Decreased time to sign-off from 16 hours to 4 (75%) and improved productivity of 7 teams within one year by eliminating bottleneck with SDLC and delivery dates; expanded test automation coverage and implemented critical test scenarios.• Consolidated development process, including preventing bad / missing data scenarios from impacting consumer metrics across Marketing and EDW teams, by designing and executing a solution that validated data generated in web clients.","duration":"Apr 2016 Jan 2019 2 years 10 months","duration_short":"2 years 10 months","end_date":"Jan 2019","start_date":"Apr 2016","subtitle":"Groupon","title":"Engineering Manager, Consumer Engineering Applications"},{"description":"• Led companywide test engineering efforts during migration to I-Tier web apps, including defining strategies and project plan, achieving seamless integration for 7 Latin American countries; found zero production errors.• Hired and mentored several individual contributors, scaling the team from 2 SDETs to 10 SDETs in 2+ years.","duration":"Oct 2013 Apr 2016 2 years 7 months","duration_short":"2 years 7 months","end_date":"Apr 2016","start_date":"Oct 2013","subtitle":"Groupon","title":"Engineering Manager, Test Engineering"},{"description":"• Designed and built testing framework and infrastructure that sped up the sign-off process for new products and features through automation testing, allowing ~2.3M monthly web visitors access to latest company innovations.• Defined road maps and detailed QA automation strategy implementation plans in collaboration with the QA Manager, resulting in comprehensive test coverage which improved overall product quality and increased confidence in releases. • Validated functionality and identified critical defects for 2 large monolithic applications, prior to production release, by building and maintaining automation tests for regression testing.","duration":"Dec 2012 Oct 2013 11 months","duration_short":"11 months","end_date":"Oct 2013","start_date":"Dec 2012","subtitle":"Groupon","title":"Senior Software Development Engineer in Test"}],"url":"https://www.linkedin.com/company/groupon"},{"company":"Globant","company_id":"globant","location":"Argentina","positions":[{"description":"• Improved automation coverage for 6,500 employees by designing and building a testing framework to support automated tests for new products and features in Cars.com marketplace.• Built test framework and managed 1200 tests for Cars.com, completing the automation process within 4 months.• Recognized for driving collaboration with the Engineering team to design test cases and replicate critical issues, establishing and enforcing code quality principles for 6,500 employees.Additional QC Analyst contract assignments held at the following organizations: Kantar Media, VMWare, Magento, Carnival","duration":"Dec 2010 Nov 2012 2 years","duration_short":"2 years","end_date":"Nov 2012","start_date":"Dec 2010","subtitle":"Globant","title":"Quality Engineer SSr. (Contractor) at Cars.com"}],"url":"https://www.linkedin.com/company/globant"},{"company":"Assertum S.L.","company_id":null,"location":"Argentina","positions":[{"description":"• Development of a Windows service that stores information (queries WMI) of the PC client to a server through a web service. C# - WMI Query Language (WQL)• Reports design and programming for \\"FATECSA\\". CrystalReport - Linq to Sql - C#• SharePoint customization based on implementing custom ASP controls for \\"ARAMON • Development of a Windows service that stores information (queries WMI) of the PC client to a server through a web service. C# - WMI Query Language (WQL)• Reports design and programming for \\"FATECSA\\". CrystalReport - Linq to Sql - C#• SharePoint customization based on implementing custom ASP controls for \\"ARAMON","duration":"Aug 2010 Dec 2010 5 months","duration_short":"5 months","end_date":"Dec 2010","start_date":"Aug 2010","subtitle":"Assertum S.L.","title":"Software Developer"}],"url":""}]', '["Agustin Quiroga “I have worked with Christian for over 4 years. In that time, I have seen him moving forward in his career path and grow. He is a very skilled manager, with positive attitude toward challenges, and great commitment. Furthermore, he is very professional, approachable, and good with people.”","Raj Kommaraju “Christian is an exceptional leader and a great team player. He was instrumental in setting up the right long term QA strategy, ensuring well defined test processes and executing the test plan to support our product needs. He is a good leader who understands the needs & challenges of his team and puts people first. We worked on several different projects together and I am impressed with how & his team handled several roadblocks and executed on the QA roadmap. ”"]']
User: ['Andrea Foley', 'I match healthcare providers with hospitals and communities that need them', 'Regional Recruiter at HealthTrust Workforce Solutions', 'HealthTrust Workforce Solutions', '[{"company":"HealthTrust Workforce Solutions","company_id":"healthtrust-workforce-solutions","industry":"Staffing and Recruiting","location":null,"positions":[{"description":"","duration":"Jul 2021 - Present 2 months","duration_short":"2 months","end_date":"Present","start_date":"Jul 2021","subtitle":"HealthTrust Workforce Solutions","title":"Regional Recruiter"},{"description":"","duration":"Mar 2021 Jul 2021 5 months","duration_short":"5 months","end_date":"Jul 2021","start_date":"Mar 2021","subtitle":"HealthTrust Workforce Solutions","title":"Staffing Recruiter"}],"url":"https://www.linkedin.com/company/healthtrust-workforce-solutions"},{"company":"Curative","company_id":"curativetalent","location":null,"positions":[{"description":"","duration":"Aug 2019 Feb 2021 1 year 7 months","duration_short":"1 year 7 months","end_date":"Feb 2021","start_date":"Aug 2019","subtitle":"Curative","title":"Recruiter"},{"description":"","duration":"Jun 2019 Aug 2019 3 months","duration_short":"3 months","end_date":"Aug 2019","start_date":"Jun 2019","subtitle":"THMED, LLC","title":"Research"}],"url":"https://www.linkedin.com/company/curativetalent"},{"company":"Nordstrom","company_id":"nordstrom","location":"Dallas/Fort Worth Area","positions":[{"description":"","duration":"Jul 2016 Aug 2019 3 years 2 months","duration_short":"3 years 2 months","end_date":"Aug 2019","start_date":"Jul 2016","subtitle":"Nordstrom","title":"Retail Sales Associate"}],"url":"https://www.linkedin.com/company/nordstrom"},{"company":"Dallas AFL-CIO","company_id":null,"location":"Dallas/Fort Worth Area","positions":[{"description":"","duration":"Mar 2016 Jun 2016 4 months","duration_short":"4 months","end_date":"Jun 2016","start_date":"Mar 2016","subtitle":"Dallas AFL-CIO","title":"Political Director"}],"url":""},{"company":"Multiple Political Campaigns","company_id":null,"location":"Washington D.C. Metro Area","positions":[{"description":"","duration":"Sep 2011 Nov 2014 3 years 3 months","duration_short":"3 years 3 months","end_date":"Nov 2014","start_date":"Sep 2011","subtitle":"Multiple Political Campaigns","title":"Field Director"}],"url":""},{"company":"National Treasury Employees Union","company_id":"national-treasury-employees-union","location":"Washington, D.C.","positions":[{"description":"","duration":"Jan 2009 Jul 2011 2 years 7 months","duration_short":"2 years 7 months","end_date":"Jul 2011","start_date":"Jan 2009","subtitle":"National Treasury Employees Union","title":"Project Field Organizer TSA Campaign"}],"url":"https://www.linkedin.com/company/national-treasury-employees-union"},{"company":"Colorado Coordinated Campaign","company_id":"colorado-coordinated-campaign","location":"Denver, CO","positions":[{"description":"","duration":"Dec 2007 Nov 2008 1 year","duration_short":"1 year","end_date":"Nov 2008","start_date":"Dec 2007","subtitle":"Colorado Coordinated Campaign","title":"Field Organizer"}],"url":"https://www.linkedin.com/company/colorado-coordinated-campaign"}]', '["Kelly Tracy “Andrea is focused and driven and professional. She was a fantastic organizer.”","Darrlynn Franklin “I have known Andrea Martin Foley in her role as the Campaign Director for the Alexandria Democratic Committee\'s Coordinated Campaign where she performed exemplary service. Whenever I called the Alexandria Democratic Committee office, Ms. Foley was always willing to help. She was a great resource during the 2012 General Election. Her expertise of the complex VAN on-line database which was used to access registered voter data and elections in the Commonwealth of Virginia was very helpful. Ms. Foley always displayed a professional demeanor and her organizational skills are unparalleled. Ms. Foley brings knowledge, skill, abilities and grace to any environment she is placed in and I highly recommend her.”"]']### Assistant: The agent's job is to match healthcare providers with hospitals and communities that need them. Today, the user is reaching out to the agent because they need assistance in recruiting healthcare professionals for their organization.
|
### Human: Agent: ['Brad Nies, AIA LEED AP', 'Specialties: Sustainable Design', 'Deputy Director and Branch Chief Facilities Management Division PBS Region 6 at GSA', 'GSA', '[{"company":"GSA","company_id":"gsa","industry":"Government Administration","location":null,"positions":[{"description":"","duration":"Jul 2017 - Present 4 years 2 months","duration_short":"4 years 2 months","end_date":"Present","start_date":"Jul 2017","subtitle":"GSA","title":"Deputy Director and Branch Chief Facilities Management Division PBS Region 6"},{"description":"","duration":"Oct 2010 Jul 2017 6 years 10 months","duration_short":"6 years 10 months","end_date":"Jul 2017","start_date":"Oct 2010","subtitle":"General Services Administration","title":"Sustainability Program Manager, Region 6"}],"url":"https://www.linkedin.com/company/gsa"},{"company":"Nies Designs","company_id":null,"location":"","positions":[{"description":"","duration":"2007 - Present 14 years","duration_short":"14 years","end_date":"Present","start_date":"2007","subtitle":"Nies Designs","title":"Principal"}],"url":""},{"company":"BNIM Architects","company_id":"bnim-architects","location":null,"positions":[{"description":"","duration":"1997 Oct 2010 13 years","duration_short":"13 years","end_date":"Oct 2010","start_date":"1997","subtitle":"BNIM Architects","title":"Associate Principal | Director of Elements | Architect"},{"description":"","duration":"2006 2008 2 years","duration_short":"2 years","end_date":"2008","start_date":"2006","subtitle":"BNIM Architects","title":"Associate | Director of Elements | Architect"},{"description":"","duration":"2005 2006 1 year","duration_short":"1 year","end_date":"2006","start_date":"2005","subtitle":"BNIM Architects","title":"Director of Elements | Architect"},{"description":"","duration":"2001 2005 4 years","duration_short":"4 years","end_date":"2005","start_date":"2001","subtitle":"BNIM Architects","title":"Sustainable Design Consultant | Architect"},{"description":"","duration":"1997 2001 4 years","duration_short":"4 years","end_date":"2001","start_date":"1997","subtitle":"BNIM Architects","title":"Project Designer"}],"url":"https://www.linkedin.com/company/bnim-architects"},{"company":"Boston Architectural College","company_id":"boston-architectural-college","location":"","positions":[{"description":"","duration":"2008 2010 2 years","duration_short":"2 years","end_date":"2010","start_date":"2008","subtitle":"Boston Architectural College","title":"Adjunct Faculty"}],"url":"https://www.linkedin.com/company/boston-architectural-college"},{"company":"John Wiley and Sons","company_id":"john-wiley-and-sons","location":"","positions":[{"description":"","duration":"Sep 2007 Apr 2008 8 months","duration_short":"8 months","end_date":"Apr 2008","start_date":"Sep 2007","subtitle":"John Wiley and Sons","title":"Author"}],"url":"https://www.linkedin.com/company/john-wiley-and-sons"},{"company":"Black & Veatch","company_id":null,"location":"","positions":[{"description":"","duration":"1995 1997 2 years","duration_short":"2 years","end_date":"1997","start_date":"1995","subtitle":"Black & Veatch","title":"Intern Architect"}],"url":""},{"company":"Gould Evans","company_id":"gould-evans","location":"","positions":[{"description":"","duration":"1995 1995 less than a year","duration_short":"less than a year","end_date":"1995","start_date":"1995","subtitle":"Gould Evans","title":"Intern Architect"}],"url":"https://www.linkedin.com/company/gould-evans"}]', '["Hans Nettelblad “I worked with Brad for well over a decade, and watched him grow (quickly) from an aspiring young architect to a Director and Associate Principal position at one of the most sought after and nationally recognized architectural firms at BNIM. He was rightfully put in charge of a distinct division (Elements) and quickly made an impact internally and externally managing people and projects at BNIM. His move to GSA gave him (and the architectural profession) an opportunity to expand his sustainable design knowledge and leadership over a greater scope of the built environment - i was sorry to see him leave, but have great confidence in his position at GSA.”","Mark Shapiro “Brad is a talented and inventive architect who\'s knowledge of sustainable design always made a significant contribution to everything we worked on together.”"]']
User: ['Jagerkal Sneha Kulkarni', 'A seasoned Business Analyst with domain expertise in Supply Chain Marketing, Distribution Operations, Banking, Insurance, Utility Services & Healthcare!', 'Business Analyst', 'Strategic Staffing Solutions - DTE', '[{"company":"Strategic Staffing Solutions - DTE","company_id":null,"location":"Michigan, United States","positions":[{"description":"","duration":"Mar 2022 - Present 5 months","duration_short":"5 months","end_date":"Present","start_date":"Mar 2022","subtitle":"Strategic Staffing Solutions - DTE","title":"Business Analyst"}],"url":""},{"company":"Strategic Staffing Solutions","company_id":"strategic-staffing-solutions","location":"Michigan","positions":[{"description":"","duration":"Mar 2022 - Present 5 months","duration_short":"5 months","end_date":"Present","start_date":"Mar 2022","subtitle":"Strategic Staffing Solutions","title":"Business Analyst"}],"url":"https://www.linkedin.com/company/strategic-staffing-solutions"},{"company":"Centene Corporation","company_id":"centene-corporation","location":"Detroit, Michigan, United States","positions":[{"description":"","duration":"Sep 2020 Feb 2021 6 months","duration_short":"6 months","end_date":"Feb 2021","start_date":"Sep 2020","subtitle":"Centene Corporation","title":"Business Analyst"}],"url":"https://www.linkedin.com/company/centene-corporation"}]', '["Arun Kunnummal “A hard core workaholic with a chilled attitude. The pressure situations she is in, will never reflect in Sneha\'s work or actions. And be assured the assignments to be completed within the time frame with zero errors. Above all the best mentor for Juniors in organization”","Alexander Suresh Thomas “During Sneha\'s 3 years tenure with Hewlett Packard Financial Services, her dedication and hard work were admirable. She worked well with stakeholders from different levels. She was also one of the recipients of the quarterly Hall of Fame award which was only given to individuals who have significant contribution towards the company\'s quarterly performance.”"]']### Assistant: The agent's job is to oversee facilities management in the government sector, and today, the agent is reaching out to the user because they need the user's expertise as a business analyst to analyze and improve the supply chain operations within the facilities management division.
|
### Human: Agent: ['Bridget Svenson', 'Senior Consumer Insights Professional | 9 years of experience• Proficient in quantitative methods, from DIY Qualtrics research to vendor management for larger projects like segmentation• RIVA Trained qualitative moderator with over 300 focus groups moderated• Experienced in both DIY, low budget research environment as well as large budget, many vendor environments• Strong network of insights professionals and vendors from previous positions“If I had asked people what they wanted, they would have said faster horses.” - Henry Ford“The plural of anecdote is not data.” - Ray Wolfinger', 'Consumer Insights at Curology 🧴🔍', 'Curology', '[{"company":"Curology","company_id":"curology","industry":"Health, Wellness and Fitness","location":"San Francisco Bay Area","positions":[{"description":"","duration":"Sep 2020 - Present 1 year","duration_short":"1 year","end_date":"Present","start_date":"Sep 2020","subtitle":"Curology","title":"Consumer Insights Manager"}],"url":"https://www.linkedin.com/company/curology"},{"company":"SmileDirectClub","company_id":"smiledirectclub","location":"Nashville, Tennessee","positions":[{"description":"Direct to consumer (DTC) invisible aligner company disrupting ortho industry• Conducted qualitative (moderated interviews and focus groups) and quantitative studies (using Qualtrics) to determine opportunities including new products, new markets and target consumer segments• Answered business questions from product, brand strategy, international and leadership teams with in-house end to end research studies: selected research methodology, developed screeners + questionnaires, programmed survey and logic, created cross tabs, analyzed results, wrote reports and provided recommendations based on insights found• Developed processes for innovation testing, international expansion research, and message testing","duration":"Dec 2018 Sep 2020 1 year 10 months","duration_short":"1 year 10 months","end_date":"Sep 2020","start_date":"Dec 2018","subtitle":"SmileDirectClub","title":"Global Brand Research Manager"}],"url":"https://www.linkedin.com/company/smiledirectclub"},{"company":"Newell Brands","company_id":"newellbrands","location":"Atlanta, Georgia","positions":[{"description":"Global, traditional CPG company with brands like CrockPot, Mr. Coffee, Graco, Sharpie, Marmot and more• Managed national and international research studies for Appliance and Cookware brands by using consumer segmentation, concept testing, new product testing, feature analysis, pricing studies, and qualitative interviews to deliver insight findings• Worked with cross functional teams (R&D, Marketing, Supply Chain, Project Managers) to enable integrated GTM strategy Global, traditional CPG company with brands like CrockPot, Mr. Coffee, Graco, Sharpie, Marmot and more• Managed national and international research studies for Appliance and Cookware brands by using consumer segmentation, concept testing, new product testing, feature analysis, pricing studies, and qualitative interviews to deliver insight findings• Worked with cross functional teams (R&D, Marketing, Supply Chain, Project Managers) to enable integrated GTM strategy","duration":"Oct 2017 Dec 2018 1 year 3 months","duration_short":"1 year 3 months","end_date":"Dec 2018","start_date":"Oct 2017","subtitle":"Newell Brands","title":"Associate Consumer Insights Manager"}],"url":"https://www.linkedin.com/company/newellbrands"},{"company":"AT&T","company_id":"att","location":"Atlanta, Georgia","positions":[{"description":"Second largest advertiser in the US; Team was asked to relocate from Atlanta to LA at end of 2017• Executed brand lift studies and beta testing to determine what AT&T gets for its advertising and social media efforts• Collaborated with advertising and social teams to provide insights on creative and celebrity partnerships through copy tests, Nielsen TV and Digital Brand Effects as well as ad hoc qual and quant research• Measured AT&T’s shift to an entertainment company after DirectTV and Time Warner purchase","duration":"Oct 2016 Oct 2017 1 year 1 month","duration_short":"1 year 1 month","end_date":"Oct 2017","start_date":"Oct 2016","subtitle":"AT&T","title":"Manager, Advertising Insights, Entertainment Group"}],"url":"https://www.linkedin.com/company/att"},{"company":"PulteGroup","company_id":"pultegroup","location":"Greater Atlanta Area","positions":[{"description":"3rd largest homebuilder in the USSignificant experience in moderating focus groups, 1-on-1 interviews, and ethnographic in-home research)• Moderated 300+ focus groups, producing over 100+ reports with executive summary, findings and recommendations• Manage and moderate Pulte\'s new product development, consumer experience and home technology qualitative studies, presenting consumer insight to senior leadership • Manage an online panel of Pulte owners and prospects for our four zones, including panel health, incentives, quantitative surveys and report outs• Perform, design, and develop quantitative studies relating to residential home trends: floor layouts, architectural design, home elevations, real estate industry movements, etc.","duration":"Nov 2013 Oct 2016 3 years","duration_short":"3 years","end_date":"Oct 2016","start_date":"Nov 2013","subtitle":"PulteGroup","title":"Market Research Moderator and Analyst"}],"url":"https://www.linkedin.com/company/pultegroup"},{"company":"CMI","company_id":"cmi_80524","location":"Greater Atlanta Area","positions":[{"description":"• Summarize and analyze survey data in executive summaries for clients in a wide variety of industries: healthcare/pharmaceutical, financial/insurance, retail/consumer product, and utility • Independently manage quant projects and trackers, completing quarterly or annual reports • Summarize and analyze survey data in executive summaries for clients in a wide variety of industries: healthcare/pharmaceutical, financial/insurance, retail/consumer product, and utility • Independently manage quant projects and trackers, completing quarterly or annual reports","duration":"May 2012 Nov 2013 1 year 7 months","duration_short":"1 year 7 months","end_date":"Nov 2013","start_date":"May 2012","subtitle":"CMI","title":"Associate Project Manager"}],"url":"https://www.linkedin.com/company/cmi_80524"}]', '["Kathryn Hayes “Bridget is great to work with because of her smarts, calm, can-do attitude and cheery disposition. She is also very coachable and quickly learns new skills. Bridget is an excellent team player and will roll up her sleeves to get the work done with a strong result. Any company would be fortunate to have her on their team! ”","Manish Shrivastava “Bridget is a fantastic researcher who has both quantitative and qualitative skill sets. She is a tireless worker and team player. She managed several critical components of our marketing research agenda, including product development. I hope to have the opportunity to work with Bridget again.”"]']
User: ['Daniel S.', 'Email: yiwork01@gmail.com', 'Engineer, Pilot', 'Apple', '[{"company":"Apple","company_id":"apple","industry":"Consumer Electronics","location":"Cupertino, California, United States","positions":[{"description":"","duration":"2020 - Present 1 year","duration_short":"1 year","end_date":"Present","start_date":"2020","subtitle":"Apple","title":"Software Engineer"}],"url":"https://www.linkedin.com/company/apple"},{"company":"CryptoMove","company_id":"cryptomove","location":"San Francisco Bay Area","positions":[{"description":"","duration":"Mar 2019 2020 1 year","duration_short":"1 year","end_date":"2020","start_date":"Mar 2019","subtitle":"CryptoMove","title":"Software Engineer"}],"url":"https://www.linkedin.com/company/cryptomove"},{"company":"AirDeck Technologies US, Inc.","company_id":"airdec-ktech","location":"San Jose","positions":[{"description":"","duration":"Jul 2017 Feb 2019 1 year 8 months","duration_short":"1 year 8 months","end_date":"Feb 2019","start_date":"Jul 2017","subtitle":"AirDeck Technologies US, Inc.","title":"Founding Software Engineer - full stack"}],"url":"https://www.linkedin.com/company/airdec-ktech"},{"company":"Trusiness LLC","company_id":null,"location":"San Jose","positions":[{"description":"","duration":"May 2016 May 2017 1 year 1 month","duration_short":"1 year 1 month","end_date":"May 2017","start_date":"May 2016","subtitle":"Trusiness LLC","title":"Founding Full Stack Engineer"}],"url":""},{"company":"University of Arizona","company_id":"uarizona","location":"Tucson, Arizona Area","positions":[{"description":"• Researched in Named Data networking; Future Internet architecture ( http://named-data.net/) • Researched in Named Data networking; Future Internet architecture ( http://named-data.net/)","duration":"May 2015 Jul 2015 3 months","duration_short":"3 months","end_date":"Jul 2015","start_date":"May 2015","subtitle":"University of Arizona","title":"Assistant Research"}],"url":"https://www.linkedin.com/company/uarizona"}]', '["Rakesh Kandibanda “It was my pleasure working with Daniel. He has great innovative ideas and knows how to make these ideas happen into reality part of the product. He is strong in algorithms design and data structures. He pays attention to minute details and always willing to get things done the best possible way. We worked together on creating a fully functional private cloud product during which he never compromised on quality and delivered the feature set on time with lot of innovation part of the design. Always willing to go extra mile and deliver the best design and product. Daniel always keeps himself up to date on latest technologies and frameworks and willing to apply right tools to the right problems at hand. I highly reccomend him.”","Shaun Au “Daniel is a gifted software engineer with a passion for new technology and new tools. He thrives on discovering creative solutions for complex front end and back end engineering challenges. He’s also a detail oriented developer with keen eyes for frictionless user experience. He is also a solid team player who loves to participate in design sprints and delivers in an agile environment. Daniel is a valuable asset to any product development team. ”"]']### Assistant: The agent's job is to conduct market research and consumer insights for a skincare company. Today, the user is reaching out to the agent because they need to gather data on consumer preferences for a new skincare product they are developing at Apple.
|
### Human: Agent: ['Ruhi Patel', 'A tenacious, analytical Product Manager with 2+ years SaaS experience with industry expertise in data processes and marketing analytics. Savvy with leveraging actionable data to improve adoption of products and drive company growth. Communicates with crystal clarity to influence stakeholders, creating consensus and harmony. A lightning-fast learner with knowledge of new market trends and new product strategies.', 'Product Manager at Peel Insights', 'Peel Insights', '[{"company":"Peel Insights","company_id":"peel-insights","industry":"Software Development","location":"San Francisco Bay Area","positions":[{"description":"","duration":"Sep 2021 - Present 7 months","duration_short":"7 months","end_date":"Present","start_date":"Sep 2021","subtitle":"Peel Insights","title":"Technical Product Manager"}],"url":"https://www.linkedin.com/company/peel-insights"},{"company":"Improvado","company_id":"improvado","location":null,"positions":[{"description":"- Completed case analysis of ~200 client brands to support business development strategy; combined and analyzed data from Salesforce and interviews with Customer Success Managers/Account Executives to create enhanced pitches; increased sales and customer retention by 5%.- Created user stories, acceptance criteria, wireframes, and expected use cases to drive feature enhancement through product iteration, product specifications, and technical development.- Evaluated competitors and identified their weaknesses and key differentiators to assist the sales team.- Drove product innovation by identifying customer pain points and market trends, strategizing and proposing product solutions and feature upgrades, and ultimately optimizing product workflow and roadmap.- Created prioritization matrix to identify engineering feasibility, roadmap timeline, and customer value; presented matrix to senior leaders to secure support for business development strategy.","duration":"Oct 2019 May 2020 8 months","duration_short":"8 months","end_date":"May 2020","start_date":"Oct 2019","subtitle":"Improvado","title":"Product Manager & Solutions Consultant"},{"description":"- Led formation of customer services team by creating processes, case studies, best practices, an SOP manual, and leading hiring, orientation, and training of numerous new reps.- Developed original, custom training plan and created shared knowledge base for all new hires companywide. - Conducted data analysis of churned clients and onboarding loss to identify issues and opportunities; evaluated business intelligence tools, engagement, contract value, and more; achieved a 12% YoY retention in business.- Identified correlation between lower contract values, low engagement, and higher churn; based on findings, created a new process for managing relationships with ‘dark’ customers. - Created analytics report for product usage, factoring in popular data connectors, client usage of visualization platforms and tools, databases, and common data transformations.- Through analysis, learned that larger contract clients used their own data warehouses and utilized tools like Tableau; shared this learning with Sales, Customer Success, Product, and Marketing to support their strategies.","duration":"Oct 2017 Sep 2019 2 years","duration_short":"2 years","end_date":"Sep 2019","start_date":"Oct 2017","subtitle":"Improvado.io","title":"Customer Data Specialist"}],"url":"https://www.linkedin.com/company/improvado"},{"company":"ColorTokens, Inc.","company_id":"colortokens-inc.","location":"Santa Clara","positions":[{"description":"Operations management, HR, Legal Operations management, HR, Legal","duration":"Sep 2016 Jul 2017 11 months","duration_short":"11 months","end_date":"Jul 2017","start_date":"Sep 2016","subtitle":"ColorTokens, Inc.","title":"Project Manager"}],"url":"https://www.linkedin.com/company/colortokens-inc."},{"company":"Compex Legal Services","company_id":"compex-legal-services","location":"Torrance, California","positions":[{"description":"- Conducted in-person user interviews to identify key insights and industry trends; utilized feedback to assist in developing a product to complement existing offerings in order to meet client needs.- Created and tested high-fidelity product prototype to assist clients in streamlining and automating information gathering to support business decisions; collaborated with technology team to research and implement.- Managed monthly performance reports for all Operations and Sales departments, along with relevant ad-hoc analysis of performance and optimization issues; shared with reports with executives.- Investigated and analyzed data trends related to productivity, operations, training, sales, and customer service.","duration":"Jul 2014 Dec 2015 1 year 6 months","duration_short":"1 year 6 months","end_date":"Dec 2015","start_date":"Jul 2014","subtitle":"Compex Legal Services","title":"Product Innovation & Data Analyst"}],"url":"https://www.linkedin.com/company/compex-legal-services"},{"company":"BSI Biodegradable Solutions","company_id":null,"location":"Vancouver, Canada Area","positions":[{"description":"- Analyzed historical order history to predict and order inventory needs for upcoming months - Supervised, hired, and trained all employees - Analyzed historical order history to predict and order inventory needs for upcoming months - Supervised, hired, and trained all employees","duration":"Jul 2012 Dec 2013 1 year 6 months","duration_short":"1 year 6 months","end_date":"Dec 2013","start_date":"Jul 2012","subtitle":"BSI Biodegradable Solutions","title":"Operations Manager"}],"url":""},{"company":"HiVE - Vancouver Society","company_id":"hivevancouver","location":"Vancouver, Canada Area","positions":[{"description":"Maintaining the co-working space for a community of change-makers. Maintaining the co-working space for a community of change-makers.","duration":"Oct 2011 Jun 2012 9 months","duration_short":"9 months","end_date":"Jun 2012","start_date":"Oct 2011","subtitle":"HiVE - Vancouver Society","title":"Administrative & Events Assistant"}],"url":"https://www.linkedin.com/company/hivevancouver"},{"company":"Research Publication on cIRcle","company_id":null,"location":"UBC","positions":[{"description":"Responsible for developing the project and publication \\"Urban Agriculture in Vancouver: The Potential for Residential Soil-Based Food Production\\". Formulated the project idea in a team and its logistics while identifying barriers and overcoming them and subsequently executing the necessary field and academic research. Responsible for developing the project and publication \\"Urban Agriculture in Vancouver: The Potential for Residential Soil-Based Food Production\\". Formulated the project idea in a team and its logistics while identifying barriers and overcoming them and subsequently executing the necessary field and academic research.","duration":"Sep 2010 Oct 2011 1 year 2 months","duration_short":"1 year 2 months","end_date":"Oct 2011","start_date":"Sep 2010","subtitle":"Research Publication on cIRcle","title":"Researcher"}],"url":""}]', '["Fabio Marastoni “Ruhi is an extremely talented professional, a good listener, and a fast learner. What impressed me most about Ruhi are her soft-skills: she has a powerful ability to adapt to different contexts and situations, all combined with strong communications skills. Her flexibility allowed her to take different roles in a SaaS type of business. I have no doubt she will be a perfect team member and contribute to creating a positive and genuine work environment. ”","LinkedIn User “Ruhi was a critical part of our team to help us grow into the company that we are today. She wore many hats during her time at Improvado across product and customer facing roles related to Sales Engineering and Success. She was extremely helpful when it came to understanding client needs and translating them into meaningful solutions. Ruhi is someone that you can depend on to help solve problems and keep customers happy. She is an all around rockstar and a major asset to any team that gets the pleasure of working with her. ”"]']
User: ['Jennifer Hayman', 'Experienced Marketing Director with a demonstrated history of building brands in Higher Ed, IT, and food & beverages industries. Skilled in Communications, Management, Business Development, and Marketing.', 'Director of Marketing at Human Element', 'Human Element', '[{"company":"Human Element","company_id":"human-element-technology-consultants","industry":"Internet Publishing","location":"Ann Arbor, Michigan, United States","positions":[{"description":"","duration":"Aug 2020 - Present 1 year 6 months","duration_short":"1 year 6 months","end_date":"Present","start_date":"Aug 2020","subtitle":"Human Element","title":"Director of Marketing"}],"url":"https://www.linkedin.com/company/human-element-technology-consultants"},{"company":"Zingerman\'s Service Network","company_id":null,"location":"Ann Arbor","positions":[{"description":"- Lead the Creative Services team to support the sales goals of 14 Zingerman’s brands with a combined revenue of $60 million (via compelling print and digital design, public relations, content marketing, campaign development, retail environments, event production, SEO strategy, and more)- Act as a consultative resource and strategic partner for every Zingerman’s entity as they develop business-specific marketing objectives and action plans; advise the businesses regarding the resources necessary to achieve their marketing objectives- Build key relationships and alliances with media outlets- Responsible for development of the team—recruitment, hiring, motivation/reward systems, performance reviews, and training - Oversee the social media presence for the entire ZCoB- Develop and manage the annual budget of the Creative Service department and provide input into the Zingerman’s Service Network budget and annual plan- Support, train and coach 20+ liaisons to optimize marketing and communications efforts in the Zingerman’s businesses- Support new business and product launches and identify new market opportunities- Assist with compliance of FDA labeling regulations throughout the businesses- Seek out and advise businesses on services from 3rd party service providers","duration":"Jan 2016 Aug 2020 4 years 8 months","duration_short":"4 years 8 months","end_date":"Aug 2020","start_date":"Jan 2016","subtitle":"Zingerman\'s Service Network","title":"Director of Marketing"}],"url":""},{"company":"Merit Network","company_id":null,"location":"Ann Arbor, MI","positions":[{"description":"- Strategically lead Merit\'s Marketing & Communications department with an emphasis on branding, positioning and messaging.- Develop and maintain an active marketing and communications strategic plan that encompasses translating Merit\'s business goals into an overall strategy within the organization, as well as externally- Responsible for brand awareness and messaging- Build key relationships and alliances with media outlets- Collect, analyze and provide marketing intelligence to Merit\'s product managers for future development of service and product features- Support Merit\'s national outreach programs to other Research and Educational Networks, such as the Quilt and Internet2, and serve on various working groups and committees- Actively participate in the strategic management and direction of Merit- Work strategically with Sales, Member Relations, Professional Learning, and Product Development to develop sales and marketing campaigns- Develop and manage marketing and communications department budget and the Merit Community Supporter budget- Provide outreach and engagement with Merit\'s Community Supporters- Strategically lead Merit\'s sponsorship program for events and conferences- Monitor the impact of communication activities by analyzing website, social media and survey metrics- Support and develop marketing and communications material to support launches of new products and services- Manage a cross-functional team comprised of marketing, software development, and other stakeholders to develop and maintain the external and internal website","duration":"May 2014 Jan 2016 1 year 9 months","duration_short":"1 year 9 months","end_date":"Jan 2016","start_date":"May 2014","subtitle":"Merit Network","title":"Director Of Marketing & Communications"}],"url":""},{"company":"Hayden-McNeil Publishing","company_id":"hayden-mcneil-llc","location":null,"positions":[{"description":"- Produce and attend national trade shows and conferences and provide marketing support for all pre- and post-show activities- Create and continue to manage social media presence (Facebook, Google Adwords, Twitter, cross-channel promotion, etc)- Management and execution of direct and email marketing campaigns and webinars, targeting both internal and external customers and lead generation- Led efforts to train and support sister company sales reps, including ongoing communication plans- Consistently meet and exceed goals for growth and retention of Specialty Products- Manage freelance graphic designers to create creative and innovative print and web advertisements, catalogs, trade show graphics and more- Responsible for ongoing maintenance of website content, including development of multiple landing pages- Initiated and managed new product creation and product redesign, including successful launch- Establish and manage annual marketing budget","duration":"Feb 2010 May 2014 4 years 4 months","duration_short":"4 years 4 months","end_date":"May 2014","start_date":"Feb 2010","subtitle":"Hayden-McNeil Publishing","title":"Marketing Manager"},{"description":"","duration":"Dec 2008 Feb 2010 1 year 3 months","duration_short":"1 year 3 months","end_date":"Feb 2010","start_date":"Dec 2008","subtitle":"Hayden-McNeil Publishing","title":"Marketing Coordinator"}],"url":"https://www.linkedin.com/company/hayden-mcneil-llc"},{"company":"Automated Imaging Association / Motion Control Association","company_id":null,"location":"","positions":[{"description":"- Develop and implement marketing & sales programs to promote services and resources worldwide- Establish and execute membership promotion and retention campaigns, as well as provide ongoing member support- Creation of promotional materials (direct mailings, e-blasts, etc) and advertising sales campaigns, including sales of advertising to member base- Manage and coordinate production and distribution of annual printed industry directory- Schedule member online and print advertising and coordinate with graphic designers to completion- Plan and manage meetings and conferences worldwide (US, Germany, China)- Produce and attend annual trade shows and conferences and provide all related activities/exhibitor and attendee support- Support public relations activities – write press releases and distribute to appropriate media outlets- Serve as editor of online newsletters and websites; develop and manage editorial calendar","duration":"Aug 2007 Nov 2008 1 year 4 months","duration_short":"1 year 4 months","end_date":"Nov 2008","start_date":"Aug 2007","subtitle":"Automated Imaging Association / Motion Control Association","title":"Marketing and Public Relations Manager"}],"url":""},{"company":"PAETEC","company_id":"paetec","location":"","positions":[{"description":"- Development and execution of trade show exhibits, conferences and special events designed to maximize exposure to prospects and strengthen relationships with existing customer base- Perform site visits and screen venues and vendors for future events- Develop and manage budgets- Act as corporate sponsor liaison to ensure cohesion with company image- Project manage responses to proposals (RFP responses) for Government, Healthcare, and Education sectors, with awarded contracts contributing over $2 million in revenue- Work closely with national Strategic Markets sales staff to identify and support sales efforts- Develop and coordinate effective advertising and promotional programs- Manage Sales and Marketing staff including coordination of part-time staff- Track/analyze product usage and ROI- Research sale opportunities and industry development","duration":"1997 2006 9 years","duration_short":"9 years","end_date":"2006","start_date":"1997","subtitle":"PAETEC","title":"Senior Marketing Coordinator"}],"url":"https://www.linkedin.com/company/paetec"}]', '["Brian Salata “I was fortunate to work on the same marketing team as Jennifer and always admired her ability to create and execute highly effective marketing strategies. Jennifer\'s ability to collaborate with a wide range of roles and effectively communicate complex topics has made her the success she is today and I am certain will serve her well in the future.”","Elwood Downing “I had the privilege of working with Jennifer at Merit Network. Jennifer was Merit\'s first Marketing Director. She lead the company through a major re-branding and messaging approach, including redesign of the corporate web site and working with external sources to create and build the website on WordPress platform. She managed a team of designers, web master, and digital content staff. Her marketing, creativity, development, and management skills were extremely valuable in the success of the corporate re-branding and messaging. Even though Jennifer and I no longer work at the same company, we have continued to maintain our professional relationship and I would highly recommend her as a strategic marketing and communications leader.”"]']### Assistant: The agent's job is to leverage actionable data and improve adoption of products, while the user is reaching out because they need assistance in developing and executing highly effective marketing strategies for their brand.
|
### Human: Agent: ['Trina Cutler', 'Helping others is my passion. Empathy, listening, quality assurance,follow up and follow through are my strengths. My entire life, I have worked in the service industry. Pleasing others and providing excellent service is what I thrive on.', 'Post Funding Specialist at Cardinal Financial Company, Limited Partnership', 'Cardinal Financial Company, Limited Partnership', '[{"company":"Cardinal Financial Company, Limited Partnership","company_id":"cardinalfinancial","industry":"Financial Services","location":"North Carolina, United States","positions":[{"description":"Post Funding Specialist at Cardinal Financial Company, Limited Partnership Post Funding Specialist at Cardinal Financial Company, Limited Partnership","duration":"Apr 2020 - Present 1 year 9 months","duration_short":"1 year 9 months","end_date":"Present","start_date":"Apr 2020","subtitle":"Cardinal Financial Company, Limited Partnership","title":"Post Funding Specialist"}],"url":"https://www.linkedin.com/company/cardinalfinancial"},{"company":"Home Helpers North Idaho","company_id":"home-helpers-north-idaho","location":"Pocatello, Idaho, United States","positions":[{"description":"I was responsible for new client intake, in-person assessment, and care coordination for resources and additional care needs. I followed up and follow through the entire onboarding process for client/patient and provide continued follow up for quality assurance and customer service measures. I was responsible for building new and maintaining existing referral partner relationships. I provided ongoing follow up related to client outcomes and progress. I provided oversight and management for operations.","duration":"Jul 2014 Mar 2020 5 years 9 months","duration_short":"5 years 9 months","end_date":"Mar 2020","start_date":"Jul 2014","subtitle":"Home Helpers North Idaho","title":"Senior Client Services Manager, Home Helpers"}],"url":"https://www.linkedin.com/company/home-helpers-north-idaho"},{"company":"Idaho Home Health and Hospice","company_id":null,"location":"","positions":[{"description":"“Hospice is about living…living each day as best as you can.” “I feel honored to be a patient care representative and proud to be a part of my Hospice Team. I am so thankful for my job and the blessings I receive from it every day!” “Hospice is about living…living each day as best as you can.” “I feel honored to be a patient care representative and proud to be a part of my Hospice Team. I am so thankful for my job and the blessings I receive from it every day!”","duration":"Sep 2012 Jul 2014 1 year 11 months","duration_short":"1 year 11 months","end_date":"Jul 2014","start_date":"Sep 2012","subtitle":"Idaho Home Health and Hospice","title":"Patient Care Representative"}],"url":""}]', '["Misty Roberts “Trina is a very organized and motivated individual. She truly cares about her clients and her co-workers. She works hard and always gives her all. I would highly recommend Trina!”","Mary Dee Goettsche “Trina is very present with the people she is helping and is good at discerning what needs to be done.”"]']
User: ['Mike Burke', 'Experienced Digital Marketing Manager with a demonstrated history of working in the internet industry. Skilled in Search Engine Optimization (SEO), Marketing Management, Customer Relationship Management (CRM), Event Management, and Web Design. Strong marketing professional with a BS focused in Telecommunications from University of Florida.', 'Director of Corporate Communications', 'HR Tech', '[{"company":"HR Tech","company_id":null,"location":"","positions":[{"description":"","duration":"2021 - Present less than a year","duration_short":"less than a year","end_date":"Present","start_date":"2021","subtitle":"HR Tech","title":"Marketing"}],"url":""}]', '["Eva Greene “What an invaluable experience to work alongside Mike. He is one of the most intelligent, dynamic and sincere professionals I have had the pleasure to work with. With years of marketing knowledge and experience, he delivers the ultimate value to his clients. He is strategic and analytic in driving results and his clients appreciate his input and proactive approach. Mike\'s ability to juggle multiple projects effortlessly, and with a warm demeanor, is something I consistently try to emulate in my career.”","Joseph W. “In all my years of experience, some people stand out for their great qualities and Mike Burke is one of those people. Mike exudes the characteristics of a natural born leader. Mike is a marketing visionary with an extensive knowledge of website development / optimization, online marketing and lead generation. Throughout the 3 years I have worked with Mike, he has shown time and again that he is a positive, motivated leader with great potential. It was truly a pleasure to work with Mike and would highly recommend him to any company.”"]']### Assistant: The agent's job is to provide quality assurance and customer service measures, and today the agent is reaching out to the user because they need to coordinate marketing strategies and discuss potential collaboration opportunities.
|
### Human: Agent: ['Catriona Newman', 'I provide counselling and parenting support to individuals, couples and families. My approach is supportive and person-centered, trauma informed, and supportive of your stage and journey of development, as an individual, couple or family. As part of my work, I advocate on behalf of clients with schools, health and medical practitioners, government agencies, and other support services.', 'Child and Family Practitioner at Drummond Street Services Inc', 'Drummond Street Services Inc', '[{"company":"Drummond Street Services Inc","company_id":"drummond-street-services","industry":"Individual and Family Services","location":"Melbourne, Australia","positions":[{"description":"","duration":"May 2018 - Present 4 years 3 months","duration_short":"4 years 3 months","end_date":"Present","start_date":"May 2018","subtitle":"Drummond Street Services Inc","title":"Child and Family Practitioner"}],"url":"https://www.linkedin.com/company/drummond-street-services"},{"company":"Sparking Transformation","company_id":null,"location":"Melbourne, Australia","positions":[{"description":"","duration":"Jan 2014 - Present 8 years 7 months","duration_short":"8 years 7 months","end_date":"Present","start_date":"Jan 2014","subtitle":"Sparking Transformation","title":"Counselling, Coaching & Communications"}],"url":""},{"company":"Carlton Primary School","company_id":"carlton-primary-school","location":"Melbourne, Australia","positions":[{"description":"","duration":"Feb 2019 Mar 2020 1 year 2 months","duration_short":"1 year 2 months","end_date":"Mar 2020","start_date":"Feb 2019","subtitle":"Carlton Primary School","title":"Counselling & Psychotherapy"}],"url":"https://www.linkedin.com/company/carlton-primary-school"},{"company":"Carlton Primary School & Drummond Street Services","company_id":null,"location":"","positions":[{"description":"","duration":"Aug 2017 Dec 2018 1 year 5 months","duration_short":"1 year 5 months","end_date":"Dec 2018","start_date":"Aug 2017","subtitle":"Carlton Primary School & Drummond Street Services","title":"Counselling Placement - Masters"}],"url":""},{"company":"MYOB","company_id":"myob","location":"Melbourne, Australia","positions":[{"description":"","duration":"Dec 2012 Nov 2013 1 year","duration_short":"1 year","end_date":"Nov 2013","start_date":"Dec 2012","subtitle":"MYOB","title":"Marketing Manager - Brand"}],"url":"https://www.linkedin.com/company/myob"},{"company":"NewmanMarshall","company_id":null,"location":"","positions":[{"description":"","duration":"Aug 2008 Dec 2012 4 years 5 months","duration_short":"4 years 5 months","end_date":"Dec 2012","start_date":"Aug 2008","subtitle":"NewmanMarshall","title":"Marketing Coach & Consultant"}],"url":""},{"company":"ANZ","company_id":"anz","location":"","positions":[{"description":"","duration":"Feb 2007 Jun 2008 1 year 5 months","duration_short":"1 year 5 months","end_date":"Jun 2008","start_date":"Feb 2007","subtitle":"ANZ","title":"Senior Manager, Marketing"}],"url":"https://www.linkedin.com/company/anz"},{"company":"HSBC","company_id":"hsbc","location":null,"positions":[{"description":"","duration":"2004 2006 2 years","duration_short":"2 years","end_date":"2006","start_date":"2004","subtitle":"HSBC","title":"Sponsorship Manager - Golf"},{"description":"","duration":"2002 2004 2 years","duration_short":"2 years","end_date":"2004","start_date":"2002","subtitle":"HSBC Private Bank","title":"Global Brand Manager"},{"description":"","duration":"1999 2002 3 years","duration_short":"3 years","end_date":"2002","start_date":"1999","subtitle":"HSBC Private Bank","title":"Marketing & Communications Manager"}],"url":"https://www.linkedin.com/company/hsbc"},{"company":"ANZ","company_id":"anz","location":"","positions":[{"description":"","duration":"1992 1998 6 years","duration_short":"6 years","end_date":"1998","start_date":"1992","subtitle":"ANZ","title":"Consumer Marketing"}],"url":"https://www.linkedin.com/company/anz"}]', '["Jo Hirst “Cate helped me focus and design my goals. Stopped me getting sidetracked along the way. And in the space of 6 months helped me fulfill my potential. I came to Cate with a group of ideas about what I wanted to do and she helped to sort out the most essential things I needed to achieve. I\'ve now achieved my goals, published my book and am now an advocate for transgender and gender diverse children in addition to working with likeminded organisations and advocates. The Gender Fairy is now a well recognised educational book with an accompanying website used by schools, community organisations and ordinary families. All in the space of 6 months! I would thoroughly recommend Cate for anyone looking to focus and achieve their goals.”","Clotilde Blanchet “I have worked with Cate on a number of projects and found her to be super organised and someone that is clear in her thoughts, processes and communication. Cate is a planner and has an eye for detail. She is a calm but passionate person who delivers high quality professional project outcomes. I would highly recommend Cate for anyone needing to develop or clarify their branding, brand voice and marketing strategy.”"]']
User: ['Alayna Wesener', 'Marketing, communications, and graphic design professional by day, restaurateur by night. Proud Great Lakes Bay Region resident and volunteer.', 'Director Of Marketing And Business Development at McLaren Bay Region', 'McLaren Bay Region', '[{"company":"McLaren Bay Region","company_id":"bay-special-care-hospital","industry":"Hospital & Health Care","location":null,"positions":[{"description":"","duration":"Jun 2021 - Present 2 months","duration_short":"2 months","end_date":"Present","start_date":"Jun 2021","subtitle":"McLaren Bay Region","title":"Director Of Marketing And Business Development"},{"description":"","duration":"Jul 2020 Jun 2021 1 year","duration_short":"1 year","end_date":"Jun 2021","start_date":"Jul 2020","subtitle":"McLaren Bay Region","title":"Marketing Manager"},{"description":"","duration":"Jul 2019 Jul 2020 1 year 1 month","duration_short":"1 year 1 month","end_date":"Jul 2020","start_date":"Jul 2019","subtitle":"McLaren Bay Region","title":"Marketing Communications Specialist"}],"url":"https://www.linkedin.com/company/bay-special-care-hospital"},{"company":"Chevron Creative","company_id":"chevron-creative","location":"Saginaw, Michigan Area","positions":[{"description":"","duration":"Aug 2017 - Present 4 years","duration_short":"4 years","end_date":"Present","start_date":"Aug 2017","subtitle":"Chevron Creative","title":"Creative Director"}],"url":"https://www.linkedin.com/company/chevron-creative"},{"company":"Sushi Remix","company_id":"sushi-remix","location":"Saginaw, Michigan Area","positions":[{"description":"","duration":"Aug 2017 - Present 4 years","duration_short":"4 years","end_date":"Present","start_date":"Aug 2017","subtitle":"Sushi Remix","title":"Owner & Marketing Director"}],"url":"https://www.linkedin.com/company/sushi-remix"},{"company":"Central Michigan University Research Corporation","company_id":"central-michigan-university-research-corporation","location":"Bay City, MI","positions":[{"description":"","duration":"May 2017 Nov 2017 7 months","duration_short":"7 months","end_date":"Nov 2017","start_date":"May 2017","subtitle":"Central Michigan University Research Corporation","title":"Business Development Manager"}],"url":"https://www.linkedin.com/company/central-michigan-university-research-corporation"},{"company":"Dandelion is a Collective Impact Agency","company_id":"dandelion-detroit","location":"Saginaw, Michigan Area","positions":[{"description":"Dandelion is a collective impact agency focused on building sustainable partnerships between nonprofit, government and businesses to help them direct their own community development activities faster and more efficiently. Since 2012, the firm has implemented more than one hundred community projects with measurable impact related to education, entrepreneurship, financial literacy, neighborhoods, public health and safety. Headquartered in Detroit, MI, Dandelion recently expanded with new offices in Saginaw, MI and Chicago, IL.","duration":"Sep 2016 May 2017 9 months","duration_short":"9 months","end_date":"May 2017","start_date":"Sep 2016","subtitle":"Dandelion is a Collective Impact Agency","title":"Managing Director"}],"url":"https://www.linkedin.com/company/dandelion-detroit"},{"company":"The Scott and Miller Group","company_id":"the-scott-and-miller-group","location":"Saginaw, Michigan Area","positions":[{"description":"• Work in tandem with copywriters and account managers to brainstorm and generate “big” ideas• Create conceptual sketches, storyboards, and roughs to visualize and help sell concepts• Have a firm understanding of our client’s unique marketing initiatives, strategic positioning and target audience• Take projects from concept to final execution within budget and on time (bonus points for both!)• Stay on top of exciting trends and new technologies• Remain a positive force in the office even when the sky is falling","duration":"Oct 2014 Sep 2016 2 years","duration_short":"2 years","end_date":"Sep 2016","start_date":"Oct 2014","subtitle":"The Scott and Miller Group","title":"Art Director"}],"url":"https://www.linkedin.com/company/the-scott-and-miller-group"},{"company":"F.P. Horak","company_id":"f-p--horak","location":null,"positions":[{"description":"• Supervise and inspire the creative team as well as managing their training, hiring and evaluation • Work with internal teams to generate ideas for pitching and proposals• Interact with other departments to maintain communication and client satisfaction• Interpret the visions of clients and make them tangible and deliverable products• Oversee the execution of all creative efforts to insure they are on strategy, on budget, and on schedule• Manage the creation of marketing collateral, advertisements and promotions","duration":"Sep 2011 Oct 2014 3 years 2 months","duration_short":"3 years 2 months","end_date":"Oct 2014","start_date":"Sep 2011","subtitle":"F.P. Horak","title":"Creative Director"},{"description":"• Work closely with the editor and publisher to create and oversee the overall look of the 16 annual issues of Great Lakes Bay magazine and Great Lakes Bay Business magazine, making them vibrant, fresh, and smart for a sophisticated reader• Supervise associate art director, designers, and interns as well as the staff photographer• Design the covers and oversee/approve the design of the rest of the magazines including all the photography, illustrations, and graphics that appear in them• Make sure the magazines\' overall brand, including websites and other digital products, have a consistent visual presentation","duration":"Oct 2006 Oct 2014 8 years 1 month","duration_short":"8 years 1 month","end_date":"Oct 2014","start_date":"Oct 2006","subtitle":"F.P. Horak","title":"Art Director"}],"url":"https://www.linkedin.com/company/f-p--horak"}]', '["“It\'s rare that you run into a standout graphic artist like Alayna. I had the pleasure of working with Alayna for 8 years at the Great Lakes Bay Magazine. I was impressed with Alayna\'s ability to take a customer\'s dream and turn it into reality. Advertisers would draw up what they wanted and Alayna would turn it into a complete masterpiece. Oh and no matter how tense deadlines can be, she remained positive and always went the extra mile to meet the production deadline. Magazines hit press on time because of her hard work! ”","“In addition to nimbly hurdling deadlines, Alayna listens to publication objectives and always offers innovative and creative solutions on how best to visually deliver the message or illustrate the story!”"]']### Assistant: The agent's job is to provide counselling and parenting support, and today the user is reaching out to the agent because they need assistance in developing a marketing strategy for their restaurant business.
|
### Human: Agent: ['Gary Stuart', 'Having worked in the healing arts for over 30 years, I have facilitated over 16,000 Family Constellations helping thousands of Constellation workshop attendees. My experience has put me on the cutting edge, applying my technique to expand consciousness and resolve lifelong challenges, stagnation, and breaking negative family patterns. Double-certified, by Heinz Stark\'s, my first certification was completed in 2000-2002. I then completed Bert Hellinger’s first, Movements of the Spirit-Mind, facilitator training in Austria in 2007-2008. I founded the Constellation Healing Institute, Inc. (C.H.I.) in 2008. Current Books include Raising YOUR Harmonious Child, Quantum Activation, Healing Human History, A.I. Ancestral Intelligence, “Master YOUR Universe: How to Direct and Star in YOUR own Life!” which speaks to the dysfunctional Family Movie you’re trapped in. Living in your parents’ sequel is a choice! "Many Hearts, One Soul" which speaks to the spiritual aspects behind the groundbreaking transformational breakthrough of constellation experience. “Gems of Inspiration: Transformational Poetry from the Heart for the Soul” “2004: Nature of the Beast by Big Brother” “God says, HEAL!” Regular contributor to: The Knowing Field International Constellations Journal and MY Authentic Life Magazine. I facilitate Constellations Internationally and at each and every National Constellation Conference workshop and have secured the highest participant satisfaction rating. I conduct workshops in CA and AZ, facilitate in major cities in the US, and offer Distance Constellation Healing sessions globally. My passion is to help people heal and resolve lifelong negative patterns that stop them from living the life they were meant to live. I never lose sight in connecting people with their happiness and fulfillment on every desired level. I love doing TV and Radio: www.GaryStuartPressKit.com I’m happy to connect on LinkedIN, please send me a shout out!', '4-time #1 International bestselling Author, Constellation Facilitator, Speaker, Oracle Card creator & Artist provocateur', 'Constellation Consulting for Business', '[{"company":"Constellation Consulting for Business","company_id":null,"location":"Prescott, Arizona, United States","positions":[{"description":"I Consult clients to explore the invisible dynamics that stop their success and also use Constellations to target and access goals to allow their subconscious manifest and guide them for the best outcome and manifest the easiest direction for your success. This process speeds up the marketing process and directs you to the path of least resistance to success. I Consult clients to explore the invisible dynamics that stop their success and also use Constellations to target and access goals to allow their subconscious manifest and guide them for the best outcome and manifest the easiest direction for your success. This process speeds up the marketing process and directs you to the path of least resistance to success.","duration":"Feb 2002 - Present 20 years 3 months","duration_short":"20 years 3 months","end_date":"Present","start_date":"Feb 2002","subtitle":"Constellation Consulting for Business","title":"Organizational Constellations for Business and Direction"}],"url":""},{"company":"Self-employed","company_id":"good-hands-healing","location":null,"positions":[{"description":"","duration":"Mar 2000 - Present 22 years 2 months","duration_short":"22 years 2 months","end_date":"Present","start_date":"Mar 2000","subtitle":"Self-employed","title":"Author, Artist Provocateur"},{"description":"","duration":"Jan 2000 - Present 22 years 4 months","duration_short":"22 years 4 months","end_date":"Present","start_date":"Jan 2000","subtitle":"Self-employed","title":"Founder Constellation Healing Institute, Author, Speaker"},{"description":"Gary Stuart has been a double certified Bowen and Advanced NST (Neuro-structural Integration Technique) Therapist for 15 years and has treated many conditions. This healing technique from Tom Bowen of Australia allows the body to unwind and reorganize itself in a holistic way in just a few sessions.Our human body is the true healer. Bowen Therapy reminds it to do so with soft non-invasive groupings of touches that trigger the meridians to communicate with the brain and the body-mind connection in a new way. It restores the positive program or blueprint long forgotten from trauma, surgery or repetitive habits which also include the emotions.The Client just has to relax and receive as their body will do the rest. Some conditions will need more sessions than others. Gary has tremendous empathy and skill and has treated many, many conditions in his practice of 15 years.","duration":"1997 Mar 2014 17 years","duration_short":"17 years","end_date":"Mar 2014","start_date":"1997","subtitle":"Bowen Therapy","title":"Bodywork Therapist"}],"url":"https://www.linkedin.com/company/good-hands-healing"},{"company":"Constellation Healing Institute","company_id":null,"location":"Greater Los Angeles Area","positions":[{"description":"This groundbreaking work, discovered and developed in Germany 40 years ago by Bert Hellinger, allows us to experience the hidden dynamics of family systems and/or life issues. We utilize a group setting with participants of the group helping a person by representing family members involved in a real life problem or issue that needs to be examined, resolved, or brought to closure.Through a Trans-Generational Healing Group you’ll discover the hidden mysteries in your family structure or current dilemma that may be stopping your success. This work can free you from the invisible hold of the past and lead you to a more functional way of life. This enables you to make healthier choices and create the best life possible in all areas.By restoring the “order of love,” a deep shift often occurs in your soul and your family system’s collective unconscious. The emotional weight of the issue, that may have been passed on unconsciously and non-verbally, can be secretly encapsulated in the age-old family baggage, tension or disease, can finally come to light. This work releases the hidden positive dynamic to emerge and flow as well.For more information about this work, my books, interviews, or workshops, and facilitator trainings, please visit my website, www.chifield.com. http://spiritedconstellations.com","duration":"Feb 2000 - Present 22 years 3 months","duration_short":"22 years 3 months","end_date":"Present","start_date":"Feb 2000","subtitle":"Constellation Healing Institute","title":"C.H.I. Founder, Master Facilitator, Trainer & Author"}],"url":""},{"company":"Conscious Connection on Blog Talk Radio","company_id":null,"location":"Studio City","positions":[{"description":"Sharing the latest advancements of the healing power used in ALL alternative modalities. Interviewing practitioners who increase consciousness & self awareness. Sharing the latest advancements of the healing power used in ALL alternative modalities. Interviewing practitioners who increase consciousness & self awareness.","duration":"Feb 2012 Feb 2016 4 years 1 month","duration_short":"4 years 1 month","end_date":"Feb 2016","start_date":"Feb 2012","subtitle":"Conscious Connection on Blog Talk Radio","title":"Radio Host and Producer"}],"url":""},{"company":"The Holitstic Chamber of Commerce","company_id":null,"location":"West Los Angeles","positions":[{"description":"As the former VP of the West LA chapter I\'m very pleased to support and help our fantastic chapter grow. This group and our founder Camille Leon are fantastic people with a great vision. It\'s an honor and I seek to help find Author\'s a new outlet of promotion for their innovative books on healing while creating strong national and international community for us all. during this forthcoming reign of Obamacare it is of THEE utmost importance to take care of ourselves in new ways. Our individual and collective practices are greatly needed to balance Western medicine and bring preventive alternatives into the forefront in America for our national health and well-being.","duration":"Apr 2011 Aug 2014 3 years 5 months","duration_short":"3 years 5 months","end_date":"Aug 2014","start_date":"Apr 2011","subtitle":"The Holitstic Chamber of Commerce","title":"Former HCC Chapter President in Santa Monica formerly West LA"}],"url":""}]', '["Adam Timm “Gary has a gift. His skill at bringing a group of people together to experience this healing work is amazing. Each person leaves the session with something powerful they can immediately apply to their life. ”","Camille Leon “Gary is an exceptional professional... His skills in leading workshops and our chapter meetings are superb! Some of his strongest traits include dependability and clear communication. We are truly fortunate to have you leading our West L.A. chapter as well as introducing us to your U.S. and international network.”"]']
User: ['Margaret Grawehr Smolen', 'Enterprising Marketing & Communications Professional with proven experience in leadership and management, driving creative direction across multiple organizations and industries. Organized leader and adept storyteller, engaging people, and processes to succeed—motivated by the belief that time spent should deliver results and make a positive impact.', 'Corporate Communications, Marketing, Crisis Response', 'Comma, Now', '[{"company":"Comma, Now","company_id":"comma-now","industry":"Advertising Services","location":"Dallas/Fort Worth Area","positions":[{"description":"Communications, Marketing & Advertising: making the most of your story. Communications, Marketing & Advertising: making the most of your story.","duration":"Jan 2010 - Present 12 years 5 months","duration_short":"12 years 5 months","end_date":"Present","start_date":"Jan 2010","subtitle":"Comma, Now","title":"Principal Consultant"}],"url":"https://www.linkedin.com/company/comma-now"},{"company":"Globe Life","company_id":"globelife","location":"","positions":[{"description":"","duration":"Jan 2022 - Present 5 months","duration_short":"5 months","end_date":"Present","start_date":"Jan 2022","subtitle":"Globe Life","title":"Director Corporate Communications"}],"url":"https://www.linkedin.com/company/globelife"},{"company":"Collin County Criminal District Attorney\'s Office","company_id":"collin-county-da","location":"","positions":[{"description":"Pursuing Justice and Protecting Our Community Pursuing Justice and Protecting Our Community","duration":"Aug 2020 Aug 2021 1 year 1 month","duration_short":"1 year 1 month","end_date":"Aug 2021","start_date":"Aug 2020","subtitle":"Collin County Criminal District Attorney\'s Office","title":"Community Engagement Director"}],"url":"https://www.linkedin.com/company/collin-county-da"},{"company":"Independent Financial","company_id":"indfinancial","location":"McKinney, Texas","positions":[{"description":"","duration":"2015 2020 5 years","duration_short":"5 years","end_date":"2020","start_date":"2015","subtitle":"Independent Financial","title":"SVP, Marketing & Communications"}],"url":"https://www.linkedin.com/company/indfinancial"},{"company":"McKinney Magazine","company_id":"mckinney-chamber-of-commerce","location":"McKinney, Texas","positions":[{"description":"Local media and communications organization. Local media and communications organization.","duration":"Feb 2010 2015 5 years","duration_short":"5 years","end_date":"2015","start_date":"Feb 2010","subtitle":"McKinney Magazine","title":"Publisher, McKinney Magazine & McKinneyOnline.com"}],"url":"https://www.linkedin.com/company/mckinney-chamber-of-commerce"}]', '["Christopher Foster “I worked with Peggy for several years when she served as Managing Editor for major publications of the McKinney Chamber of Commerce. Her communication and editing skills are unsurpassed, and she created a welcoming environment both for employees and freelance writers. Peggy works hard no matter the project requirements. She met tight deadlines, and--something I experienced many times--she was skilled in offering ways to improve publications as well as considering suggestions from clients and writers with flexibility and open-mindedness. Peggy is a pleasure to work with and I confidently recommend her for any marketing, publicity, communications, or editing project where creativity and long-lasting positive results are the end goals. ”","Elizabeth Robinson, RID “I worked closely with Peggy while she was the SVP of Communications and Marketing at Independent Financial. Her and her team assisted us on the relocation, consolidation and rebranding of a new corporate headquarters building and campus. Her creativity and knowledge combined with her ability to work with and lead a number of stakeholders, helped to ensure that this redesign met the needs of the many diverse functions and business units that populated this building. More than that, she kept us tuned in to what she was doing. We worked as a team, in constant contact, while she honed and crafted the company\'s marketing initiatives together. She\'s fast, reliable, calm in a crisis and above all creative and willing to explore new ideas. She\'s truly is a pleasure to work with! ”"]']### Assistant: The agent's job is to consult clients to explore the invisible dynamics that stop their success and use constellations to target and access goals, while the user is reaching out to the agent because they need assistance in driving creative direction and making the most of their corporate communications and marketing strategies.
|
### Human: Agent: ['Madeline Brydges', 'I\'m a dedicated digital marketer who loves to talk strategy. I believe that how you do anything is how you do everything, and I do all things with heart and drive. In my current role, I\'ve become known as a "partner to all", making sure each team member or department has the tools they need to succeed. Being a team player is in my nature, and I rely on my team as much as they rely on me. This sense of team trust and connection, built (virtually) over time, has become especially important since moving into a fully remote position in 2018, and has led to enormous personal and professional growth.', 'Senior Manager, Digital Marketing at SunCommon', 'SunCommon', '[{"company":"SunCommon","company_id":"suncommon","industry":"Renewable Energy Semiconductor Manufacturing","location":null,"positions":[{"description":"Generated $13MM Net Revenue from Digital Sources in 2020.Cross-Regional management of:-Digital* and traditional** media buying, strategy, & implementation*Facebook, Instagram, Twitter, LinkedIn, Pinterest, YouTube, Google Ads & Analytics, Adroll, Bing, Spotify, Quora, Podcasts, & more**Print, Radio, & TV-SEO/SEM-Outbound email marketing-Webpage & blog creation-Web analytics & reporting-Audience insights & determination","duration":"Sep 2020 - Present 1 year 6 months","duration_short":"1 year 6 months","end_date":"Present","start_date":"Sep 2020","subtitle":"SunCommon","title":"Senior Manager, Digital Marketing"},{"description":"Cross-Regional management and support of:-Social media ads-Search ads-Display ads-Analytics/Reporting-Email communications","duration":"Nov 2018 Sep 2020 1 year 11 months","duration_short":"1 year 11 months","end_date":"Sep 2020","start_date":"Nov 2018","subtitle":"SunCommon","title":"Channel Manager"},{"description":"-Event registration, scheduling, and material coordination-Marketing collateral creation/management-CRM data migration-Customer support","duration":"May 2018 Nov 2018 7 months","duration_short":"7 months","end_date":"Nov 2018","start_date":"May 2018","subtitle":"SunCommon","title":"Lead Marketing Coordinator"}],"url":"https://www.linkedin.com/company/suncommon"},{"company":"Hudson Solar","company_id":"hudson-solar","location":null,"positions":[{"description":"-Social media account management-Event coordination and support-CRM management and reporting-Marketing collateral creation and management","duration":"Jan 2017 Jun 2018 1 year 6 months","duration_short":"1 year 6 months","end_date":"Jun 2018","start_date":"Jan 2017","subtitle":"Hudson Solar","title":"Lead Marketing Strategist"},{"description":"-Inside sales-Event support-Customer support","duration":"Jul 2013 Jan 2017 3 years 7 months","duration_short":"3 years 7 months","end_date":"Jan 2017","start_date":"Jul 2013","subtitle":"Hudson Solar","title":"Marketing Coordinator"}],"url":"https://www.linkedin.com/company/hudson-solar"},{"company":"Capital Region Urological Surgeons","company_id":"capital-region-urological-surgeons","location":"Saratoga Springs, NY","positions":[{"description":"","duration":"Aug 2011 Jul 2013 2 years","duration_short":"2 years","end_date":"Jul 2013","start_date":"Aug 2011","subtitle":"Capital Region Urological Surgeons","title":"Medical Assistant"}],"url":"https://www.linkedin.com/company/capital-region-urological-surgeons"},{"company":"Saratoga Hospital","company_id":"saratoga-hospital","location":"Saratoga Springs, NY","positions":[{"description":"","duration":"Jun 2010 Mar 2012 1 year 10 months","duration_short":"1 year 10 months","end_date":"Mar 2012","start_date":"Jun 2010","subtitle":"Saratoga Hospital","title":"Patient Care Assistant"}],"url":"https://www.linkedin.com/company/saratoga-hospital"},{"company":"Saratoga Race Track","company_id":null,"location":"Saratoga Springs, NY","positions":[{"description":"","duration":"Jul 2009 Sep 2011 2 years 3 months","duration_short":"2 years 3 months","end_date":"Sep 2011","start_date":"Jul 2009","subtitle":"Saratoga Race Track","title":"EMT-B"}],"url":""}]', '["Greta Noble “It is rare to come across a standout like Madeline. I managed her while at Hudson Solar but we were truly partners. Our company would not have been successful without her marketing expertise. Madeline has a keen sense of detail and design and her creativity is second to none. Taking it upon herself, Madeline developed and managed the digital marketing. She thoroughly understands the processes, metrics and how it all plays into the big picture of a company’s success. Madeline is driven, successfully taking on graduate work while working and dealing with a merger. She is always up for a challenge and is persistent and resourceful in finding the right solution. A team player, passionate, ambitious with a side of an amazing personality makes Madeline an asset to any company.”","Leigh Samuels “Madeline is a dynamic social media and digital marketing manager. She\'s creative, analytical, attentive and thorough. She has a genuine knack for front of funnel advertising copy and placement. She\'s eager to learn, devoted to excellence and brings her best to all aspects of her job. She\'s wonderfully talented, personable and kind; one of her best attributes is how considerate she is of the people she works with, for and oversees. She oversees workflows and prioritization and would be a high performing member of any team. She has quickly become one of my favorite people to talk all thinks digital marketing and (dogs) with and I trust her judgement and value her curiosity.”"]']
User: ['Eva Nelson', 'Strategically Driven Communication Design.Specialties: Brand Strategy, Branding, Creative Direction, Advertising, Identity Design, Art Direction, Package Design, Print Collateral, Retail Promotion, Environmental Graphics, Creative Team Management.', 'Graphic Design, Art Direction, Creative Direction, Brand Strategy, Creative Team Management', 'Eva Nelson Design', '[{"company":"Eva Nelson Design","company_id":null,"location":"","positions":[{"description":"Brand Positioning. Brand Strategy. Branded Communication Design","duration":"2002 - Present 19 years","duration_short":"19 years","end_date":"Present","start_date":"2002","subtitle":"Eva Nelson Design","title":"Designer"}],"url":""}]', '["“I loved working with Eva. She is highly talented and can create just about anything. I always felt very confident that she would deliver beautiful work, on strategy, on time. One thing that always amazed me was the range of work she\'d provide -- her imagination is so broad, she could present 10 different ideas that grew out of one little nugget. Finally, it must be said that she has a true eye for beauty and appreciates perfection in the details. Love her!”","“Eva Nelson has worked with Image Design Agency on various projects focusing on Original Branding, Packaging and Photography. Her professionalism, extraordinary creative talents and common sense have been the key to many successful campaigns. She handles clients with poise, patience and confidence; ultimately delivering a product that hits the bull’s eye every time. Image Design Agency would not be what it is today without Eva.”"]']### Assistant: The agent's job is to provide creative direction and brand strategy, and today the user is reaching out to the agent because they need assistance with developing a comprehensive digital marketing campaign for their new product launch.
|
### Human: Agent: ['Gloria L. Brown', "An Expert Strategist in the Personal Development/Growth industry, Speaker and Personal Branding Consultant. Also a skilled Influencer In the areas of Leadership Awareness, Diversity and Inclusion with a demonstrated history of working with all levels of Lady Leaders. Strong communications and Networking skills. My education includes; Bachelor’s Degrees in Psychology, Human Development, and Women's Studies from California State University-Hayward among other related degrees.", 'Thought Leader at Vision Dynamics Leadership Institute', 'Vision Dynamics Motivational Institute', '[{"company":"Vision Dynamics Motivational Institute","company_id":null,"location":"San Francisco Bay Area","positions":[{"description":"","duration":"Apr 1989 - Present 32 years 8 months","duration_short":"32 years 8 months","end_date":"Present","start_date":"Apr 1989","subtitle":"Vision Dynamics Motivational Institute","title":"Speaker, Trainer, Author, Personal/Professional Coach"}],"url":""},{"company":"Business Success with Ease","company_id":null,"location":"San Francisco Bay Area","positions":[{"description":"Business Success with Ease is an incredible resource, an uplifting and valuable tool. In these pages you will discover the best ideas and strategies for building a solid business foundation – all while achieving stellar sales and personal goals. Personal relationships are the hallmark of today’s successful business owner. This book compiles online and offline techniques guaranteed to attract more clients, generate influence and build your professional reputation. Countless insights, breakthrough innovation and heartfelt inspirations prepare you to create your successful enterprise with ease.","duration":"Dec 2013 - Present 8 years","duration_short":"8 years","end_date":"Present","start_date":"Dec 2013","subtitle":"Business Success with Ease","title":"Gloria L. Brown"}],"url":""},{"company":"East Bay Women\'s Network","company_id":null,"location":"Alameda, California","positions":[{"description":"East Bay Women’s Network is an organization committed to empowering professional women by supporting the development of their businesses, careers, and dreams. EBWN creates a unique environment where entrepreneurial women are inspired, educated and exposed to valuable networking, mentorship, and professional development support. At our monthly Wednesday luncheons, events, and the EBWN website, enterprising women can showcase their businesses and cultivate relationships. Each EBWN member has a mission of encouraging and focusing on women succeeding in today’s business world.","duration":"Feb 2013 - Present 8 years 10 months","duration_short":"8 years 10 months","end_date":"Present","start_date":"Feb 2013","subtitle":"East Bay Women\'s Network","title":"President"}],"url":""},{"company":"Vision Dynamics Leadership Instutue","company_id":null,"location":"San Francisco Bay Area","positions":[{"description":"","duration":"Jan 1989 - Present 32 years 11 months","duration_short":"32 years 11 months","end_date":"Present","start_date":"Jan 1989","subtitle":"Vision Dynamics Leadership Instutue","title":"Founder"}],"url":""},{"company":"The Gold Spot Jewelers","company_id":null,"location":"Alameda, California","positions":[{"description":"","duration":"Aug 2009 Nov 2018 9 years 4 months","duration_short":"9 years 4 months","end_date":"Nov 2018","start_date":"Aug 2009","subtitle":"The Gold Spot Jewelers","title":"Co-Owner"}],"url":""}]', '["Eva Angvert Harren Somatic Coach, SEP, EmRes Practitioner “Gloria Brown has been instrumental in my growth around identifying my ideal client. She helped me focus and become clear around how to run my coaching business and how to priorities my schedule.”","Swameka Martin-Holland “Mrs. Gloria is an awesome women of God. She has helped me in more way that I could ever image. She has planted fruitful words of encouragement that has helped me along the way. She is very knowledgeable and courageous with being a personal Life Coach. Her personal testimony has given me inspiration on making my pass look like \\"I\'ve Overcame and Survive\\" as generation curse. I am truly grateful for the opportunities of sitting and learning in her classes, her being a guest speaker at my 1st Mother and Daughter gathering and partnering at the EC Reems Job and Health Fair. I would highly recommend her personally and professionally.”"]']
User: ['Robert Gilson', 'An experienced HR leader now specializing in helping valued clients with their talent needs. I can be contacted by e-mail at bobgilson@rockwood-search.com.', 'Senior Vice President at Rockwood Search Associates', 'Rockwood Search Associates', '[{"company":"Rockwood Search Associates","company_id":"rockwood-search-associates","industry":"Staffing and Recruiting","location":null,"positions":[{"description":"","duration":"Jul 2016 - Present 5 years 1 month","duration_short":"5 years 1 month","end_date":"Present","start_date":"Jul 2016","subtitle":"Rockwood Search Associates","title":"Senior Vice President"},{"description":"","duration":"Apr 2008 Jun 2016 8 years 3 months","duration_short":"8 years 3 months","end_date":"Jun 2016","start_date":"Apr 2008","subtitle":"Rockwood Search Associates","title":"Vice President"}],"url":"https://www.linkedin.com/company/rockwood-search-associates"},{"company":"Mercedes Benz USA","company_id":"mercedes-benz-usa","location":null,"positions":[{"description":"","duration":"Jul 2003 Mar 2008 4 years 9 months","duration_short":"4 years 9 months","end_date":"Mar 2008","start_date":"Jul 2003","subtitle":"Mercedes Benz USA","title":"Department Manager, Corporate Training & Education"},{"description":"","duration":"Jan 1991 Jun 2003 12 years 6 months","duration_short":"12 years 6 months","end_date":"Jun 2003","start_date":"Jan 1991","subtitle":"Mercedes Benz USA","title":"Department Manager, Staffing and Employee Relations"}],"url":"https://www.linkedin.com/company/mercedes-benz-usa"},{"company":"Philip Morris","company_id":"insidepmi","location":"","positions":[{"description":"","duration":"Jan 1990 Dec 1990 1 year","duration_short":"1 year","end_date":"Dec 1990","start_date":"Jan 1990","subtitle":"Philip Morris","title":"Manager, Staffing &Employee Relations"}],"url":"https://www.linkedin.com/company/insidepmi"},{"company":"Water Street Associates","company_id":null,"location":"","positions":[{"description":"","duration":"Apr 1988 Jan 1990 1 year 10 months","duration_short":"1 year 10 months","end_date":"Jan 1990","start_date":"Apr 1988","subtitle":"Water Street Associates","title":"Vice President"}],"url":""},{"company":"Philip Morris Management Corporation","company_id":"insidepmi","location":null,"positions":[{"description":"","duration":"Feb 1987 Apr 1988 1 year 3 months","duration_short":"1 year 3 months","end_date":"Apr 1988","start_date":"Feb 1987","subtitle":"Philip Morris Management Corporation","title":"Senior Executive Compensation Specialist"},{"description":"","duration":"Jul 1985 Feb 1987 1 year 8 months","duration_short":"1 year 8 months","end_date":"Feb 1987","start_date":"Jul 1985","subtitle":"Philip Morris Management Corporation","title":"Senior Professional Recruiter"}],"url":"https://www.linkedin.com/company/insidepmi"},{"company":"The Federal Reserve Bank of New York","company_id":"federal-reserve-bank-of-new-york","location":"","positions":[{"description":"","duration":"May 1977 Aug 1985 8 years 4 months","duration_short":"8 years 4 months","end_date":"Aug 1985","start_date":"May 1977","subtitle":"The Federal Reserve Bank of New York","title":"Special Assistant, Career Development"}],"url":"https://www.linkedin.com/company/federal-reserve-bank-of-new-york"}]', '["“Bob is a true professional and an expert at executive search and placement. His understanding of the process and what helps a candidate succeed can provide an edge in landing a position. Bob helped me in finding a great position that elevated my career. His insight, advice, support and guidance were key factors of that success. I strongly recommend him. ”","“I write few recommendations. I just read the many recommendations Bob has received and they are all merited. What I didn\'t notice was this: In all candor, the \'New Normal\' in business is to have rotated \'High Potentials\' into areas they have no background in or have \'Flashes in the Pan\' rise quickly, be given an area to run without Merit only to fall even quicker than they rose. The only way businesses survive these follies is because they have core, seasoned area specialists who perform at the Highest of levels, train, train and re-train superiors and assist their peers in place of the aforementioned. Bob Gilson ran the Human Resources area for many years at Mercedes- Benz - it doesn\'t matter what the titles were or how the Organization chart was drawn. I hope that clarifies his contribution.”"]']### Assistant: The agent's job is to provide personal branding and leadership development services, and today, the agent is reaching out to the user because they need assistance in identifying ideal candidates for their talent needs in the HR field.
|
### Human: Agent: ['Mark Demorest', 'Experienced business and real estate lawyer. Also helping parties resolve disputes by serving as a neutral mediator and arbitrator.', 'Managing Member at Demorest Law Firm, PLLC', 'Demorest Dispute Resolution, LLC', '[{"company":"Demorest Dispute Resolution, LLC","company_id":null,"location":"Royal Oak, MI","positions":[{"description":"","duration":"Jul 2013 - Present 8 years 5 months","duration_short":"8 years 5 months","end_date":"Present","start_date":"Jul 2013","subtitle":"Demorest Dispute Resolution, LLC","title":"Mediator/Arbitrator"}],"url":""},{"company":"International Society of Primerus Law Firms","company_id":"international-society-of-primerus-law-firms","location":"","positions":[{"description":"","duration":"Mar 2007 - Present 14 years 9 months","duration_short":"14 years 9 months","end_date":"Present","start_date":"Mar 2007","subtitle":"International Society of Primerus Law Firms","title":"Member"}],"url":"https://www.linkedin.com/company/international-society-of-primerus-law-firms"},{"company":"Demorest Law Firm, PLLC","company_id":"demorest-law-firm-pllc","location":"Royal Oak, Michigan","positions":[{"description":"","duration":"Sep 1998 - Present 23 years 3 months","duration_short":"23 years 3 months","end_date":"Present","start_date":"Sep 1998","subtitle":"Demorest Law Firm, PLLC","title":"Managing Member"}],"url":"https://www.linkedin.com/company/demorest-law-firm-pllc"},{"company":"Birmingham Bloomfield Chamber","company_id":"birmingham-bloomfield-chamber","location":"","positions":[{"description":"","duration":"2007 2010 3 years","duration_short":"3 years","end_date":"2010","start_date":"2007","subtitle":"Birmingham Bloomfield Chamber","title":"Board of Directors"}],"url":"https://www.linkedin.com/company/birmingham-bloomfield-chamber"},{"company":"Hainer, Demorest & Berman","company_id":null,"location":"","positions":[{"description":"Law Firm based in Troy, Michigan1 Law Firm based in Troy, Michigan1","duration":"1992 1998 6 years","duration_short":"6 years","end_date":"1998","start_date":"1992","subtitle":"Hainer, Demorest & Berman","title":"Partner"}],"url":""},{"company":"Ufer Partnership","company_id":null,"location":"","positions":[{"description":"Law firm in Bloomfield Hills, Michigan Law firm in Bloomfield Hills, Michigan","duration":"1987 1992 5 years","duration_short":"5 years","end_date":"1992","start_date":"1987","subtitle":"Ufer Partnership","title":"Attorney"}],"url":""},{"company":"Simpson & Moran","company_id":null,"location":"","positions":[{"description":"Labor and employment law. Litigation. Labor and employment law. Litigation.","duration":"1985 1987 2 years","duration_short":"2 years","end_date":"1987","start_date":"1985","subtitle":"Simpson & Moran","title":"Associate"}],"url":""},{"company":"Dykema Gossett PLLC","company_id":"dykema-gossett-pllc","location":"","positions":[{"description":"Labor and employment Law. Litigation. Labor and employment Law. Litigation.","duration":"1983 1985 2 years","duration_short":"2 years","end_date":"1985","start_date":"1983","subtitle":"Dykema Gossett PLLC","title":"Associate"}],"url":"https://www.linkedin.com/company/dykema-gossett-pllc"},{"company":"Ward Commission","company_id":null,"location":"","positions":[{"description":"Investigator for Massachusetts state commission investigating corruption in the award of state contracts. Investigator for Massachusetts state commission investigating corruption in the award of state contracts.","duration":"1975 1976 1 year","duration_short":"1 year","end_date":"1976","start_date":"1975","subtitle":"Ward Commission","title":"Investigator"}],"url":""}]', '["Michael Farrell “I had the pleasure of working with Mark on a very large commercial real estate transaction. Mark\'s expertise and hard work were instrumental in successfully closing the deal.”","John Swiatek “Over my career I have worked with several law firms, both large and small. For the past several years, I have selected to work exclusively with the Demorest Law Firm to handle a wide variety of complex matters. Mark is intelligent, creative and trustworthy. He also works very hard to ensure he meets the deadlines and obligations for his clients.”"]']
User: ['Doris Marks Rodier', 'I am an articulate and creative professional, with extensive background in writing, editing, nonprofit fundraising, event planning, marketing, and hospitality. Specialties: Writing, editing, fundraising, event promotion and management, and marketing', 'Director of Marketing and Special Events at Bayley Life', 'Bayley', '[{"company":"Bayley","company_id":null,"location":"Cincinnati, OH","positions":[{"description":"","duration":"Jun 2019 - Present 2 years 7 months","duration_short":"2 years 7 months","end_date":"Present","start_date":"Jun 2019","subtitle":"Bayley","title":"Director of Marketing and Special Events"}],"url":""},{"company":"SPCA Cincinnati","company_id":"spca-cincinnati","location":"Cincinnati, Ohio Area","positions":[{"description":"","duration":"Dec 2015 Apr 2016 5 months","duration_short":"5 months","end_date":"Apr 2016","start_date":"Dec 2015","subtitle":"SPCA Cincinnati","title":"Special Events Manager"}],"url":"https://www.linkedin.com/company/spca-cincinnati"},{"company":"Stepping Stones","company_id":"stepping-stones-llc","location":"UCP, Given, and Allyn Campuses","positions":[{"description":"Coordinating the fundraising events for this amazing organization! Coordinating the fundraising events for this amazing organization!","duration":"Jun 2014 Dec 2015 1 year 7 months","duration_short":"1 year 7 months","end_date":"Dec 2015","start_date":"Jun 2014","subtitle":"Stepping Stones","title":"Special Events Coordinator"}],"url":"https://www.linkedin.com/company/stepping-stones-llc"},{"company":"Karen Lindner Designs","company_id":null,"location":"","positions":[{"description":"I work directly with Karen Lindner, the jewelry designer, to develop new sales venues and local and regional PR. I work directly with Karen Lindner, the jewelry designer, to develop new sales venues and local and regional PR.","duration":"Jun 2010 Dec 2012 2 years 7 months","duration_short":"2 years 7 months","end_date":"Dec 2012","start_date":"Jun 2010","subtitle":"Karen Lindner Designs","title":"Director of Sales, New Account Development, and Marketing"}],"url":""},{"company":"Antonelli College","company_id":null,"location":null,"positions":[{"description":"Teaching English, College Keyboarding, Introduction to Hospitality and Tourism, Social Event Planning, Corporate Event Planning, Hotel Management, Hotel Housekeeping, and Negotiating Contracts","duration":"Oct 2011 Nov 2012 1 year 2 months","duration_short":"1 year 2 months","end_date":"Nov 2012","start_date":"Oct 2011","subtitle":"Antonelli College","title":"Adjunct Professor"},{"description":"I teach Hospitality and Tourism at Antonelli College","duration":"Oct 2011 Nov 2012 1 year 2 months","duration_short":"1 year 2 months","end_date":"Nov 2012","start_date":"Oct 2011","subtitle":"Antonelli College","title":"Adjunct Instructor"}],"url":""},{"company":"The Glendalia Boutique Hotel","company_id":null,"location":"","positions":[{"description":"I run a lovely, all-suite boutique hotel in Glendale. Elegant, full of art and antiques, right on the Village Square. I run a lovely, all-suite boutique hotel in Glendale. Elegant, full of art and antiques, right on the Village Square.","duration":"Jun 2011 Feb 2012 9 months","duration_short":"9 months","end_date":"Feb 2012","start_date":"Jun 2011","subtitle":"The Glendalia Boutique Hotel","title":"General Manager"}],"url":""},{"company":"The Iron Horse","company_id":"iron-horse-inn-restaurant","location":"","positions":[{"description":"In addition to planning private events for the Iron Horse, I also compose press releases and promote our English teas and other Iron Horse events. I am also helping to plan the 2011 Glendale Beer, Wine, and Food Fest. In addition to planning private events for the Iron Horse, I also compose press releases and promote our English teas and other Iron Horse events. I am also helping to plan the 2011 Glendale Beer, Wine, and Food Fest.","duration":"Apr 2011 Feb 2012 11 months","duration_short":"11 months","end_date":"Feb 2012","start_date":"Apr 2011","subtitle":"The Iron Horse","title":"Private Event Coordinator"}],"url":"https://www.linkedin.com/company/iron-horse-inn-restaurant"},{"company":"STOP AIDS","company_id":null,"location":"","positions":[{"description":"I organize the fundraising events for STOP AIDS, formerly AIDS Volunteers of Cincinnati, along with other wonderful and dedicated staff members and volunteers. These events include our Walk to Stop AIDS, our annual gala, and many other events through the course of the year. I organize the fundraising events for STOP AIDS, formerly AIDS Volunteers of Cincinnati, along with other wonderful and dedicated staff members and volunteers. These events include our Walk to Stop AIDS, our annual gala, and many other events through the course of the year.","duration":"May 2001 Mar 2011 9 years 11 months","duration_short":"9 years 11 months","end_date":"Mar 2011","start_date":"May 2001","subtitle":"STOP AIDS","title":"Special Events Coordinator"}],"url":""},{"company":"Pulse","company_id":null,"location":"","positions":[{"description":"Former social columnist and photographer for weekly newspaper Pulse--Pulse of Our Town column Former social columnist and photographer for weekly newspaper Pulse--Pulse of Our Town column","duration":"Apr 2008 Dec 2008 9 months","duration_short":"9 months","end_date":"Dec 2008","start_date":"Apr 2008","subtitle":"Pulse","title":"Former Social Columnist"}],"url":""}]', '["Carolyn Jayne Lunt “Doris was very engaged in every project, full of very innovative and bright ideas, and always willing to jump in with whatever was needed to make an event flow smoothly and successfully.”","Grace Jones “Doris has tremendous commitment to whatever project she is currently working on and makes things happen! It is a pleasure to watch someone like her organize, agonize and produce such successful events.This is one person you want on your team. Grace Jones, Sr. Designer”"]']### Assistant: The agent's job is to serve as a neutral mediator and arbitrator, and today the user is reaching out to the agent because they need assistance in resolving a complex dispute related to a fundraising event.
|
### Human: Agent: ['Tim Lescalleet', "I've spent over 35 years in the healthcare industry. Starting with medical supply and equipment sales, then medical device manufacturing, and now with our Healthcare Group Purchasing Organization. My professional perspective comes from years in healthcare sales, working with physician offices. That is why when we started The company 22 years ago, it was with a philosophy of partnering with manufacturing and distribution to provide the absolute best costing and service for our physician practice members. Working with our distribution partners, not against them. Our customers are not only our members, but also our distribution reps and contracted vendors.", 'President & Co-Founder at MEDACCESS, INC.', 'MEDACCESS, INC.', '[{"company":"MEDACCESS, INC.","company_id":"medaccess-inc.","location":"","positions":[{"description":"","duration":"Jun 2021 - Present 6 months","duration_short":"6 months","end_date":"Present","start_date":"Jun 2021","subtitle":"MEDACCESS, INC.","title":"President & Co-Founder"}],"url":"https://www.linkedin.com/company/medaccess-inc."},{"company":"PSMA CONNECT / MedAccess, Inc","company_id":null,"location":"Murphy NC","positions":[{"description":"Founded Medaccess Inc. Leading the PSMA CONNECT program, an exclusive McKesson Medical group purchasing organization (GPO) for healthcare facilities and their staff and families. Founded Medaccess Inc. Leading the PSMA CONNECT program, an exclusive McKesson Medical group purchasing organization (GPO) for healthcare facilities and their staff and families.","duration":"Mar 2001 - Present 20 years 9 months","duration_short":"20 years 9 months","end_date":"Present","start_date":"Mar 2001","subtitle":"PSMA CONNECT / MedAccess, Inc","title":"Founder Vice President"}],"url":""},{"company":"Lynx Purchasing, EquipMD, NeoMD","company_id":null,"location":"","positions":[{"description":"Established distributor network and the marketing strategy to take our GPO program to the healthcare market.Continued with the company through several ownerships and name changes. Established distributor network and the marketing strategy to take our GPO program to the healthcare market.Continued with the company through several ownerships and name changes.","duration":"Jun 1996 Mar 2001 4 years 10 months","duration_short":"4 years 10 months","end_date":"Mar 2001","start_date":"Jun 1996","subtitle":"Lynx Purchasing, EquipMD, NeoMD","title":"Director of Sales"}],"url":""},{"company":"OPI","company_id":null,"location":"","positions":[{"description":"Orthopedic soft goods manufacture. Directed distribution sales strategy Orthopedic soft goods manufacture. Directed distribution sales strategy","duration":"Apr 1993 Jun 1996 3 years 3 months","duration_short":"3 years 3 months","end_date":"Jun 1996","start_date":"Apr 1993","subtitle":"OPI","title":"Sales Director"}],"url":""},{"company":"Southern Surgical, Foster, GM, McKesson Medical","company_id":null,"location":"","positions":[{"description":"Medical supply and equipment sales Medical supply and equipment sales","duration":"Jul 1986 Apr 1993 6 years 10 months","duration_short":"6 years 10 months","end_date":"Apr 1993","start_date":"Jul 1986","subtitle":"Southern Surgical, Foster, GM, McKesson Medical","title":"Sales Representative"}],"url":""}]', '["Sam Keith “Tim is a dedicated sales professional that embodies the professionalism and business acumen desired in today\'s competitive GPO marketplace. Tim has developed MedAccess into a nationally recognized program exemplifying our company\'s mission and purpose. I look forward to working with Tim on future projects and continued strategic growth.”","Bob McCart “Tim is the strategic force behind the development and launch of a Group Purchasing Program that has grown to be the most endorsed GPO offering inside the company. The services of MedAccess balance customer satisfaction with the Company\'s growth goal so all parties realize a balanced benefit.”"]']
User: ['Mitzi Cikra', "Results driven professional with a successful background in Sales, Management and Distribution. Works with customers and vendors for Supply Chain Solutions keeping efficiency as a priority. I am motivated by new challenges and problem solving. My customers and employees are the reason I'm here.", 'Sales and Managed Inventory Specialist', 'Hardware Specialty', '[{"company":"Hardware Specialty","company_id":"hardware-specialty","industry":"Wholesale","location":"Largo, FL and Norcross, GA","positions":[{"description":"Managed Sales organization at Industrial Distribution company for two branches. Utilized Office 365/Microsoft Dynamics to document and communicate sales activity. Recruited, hired and trained Inside and Outside Sales Teams. Personally handled the largest customer in the territory in Field Sales capacity, relationships with major Contract Manufacturers and OEMs. Implemented Managed Inventory Programs throughout the Country. Performed Corporate presentations and helped Teams close business. Maintained Supplier relationships to keep Teams current on new products.","duration":"Jun 2000 - Present 21 years 7 months","duration_short":"21 years 7 months","end_date":"Present","start_date":"Jun 2000","subtitle":"Hardware Specialty","title":"Regional Manager"}],"url":"https://www.linkedin.com/company/hardware-specialty"},{"company":"Arden Fasteners","company_id":null,"location":"Suwanee, GA","positions":[{"description":"","duration":"1990 1998 8 years","duration_short":"8 years","end_date":"1998","start_date":"1990","subtitle":"Arden Fasteners","title":"Sales - Inside & Outside"}],"url":""}]', '["Doug Cofield “I have known and worked with Mitzi for a long time and she has always been responsive and knowledgeable on all of the products she worked with. Mitzi is detailed and professional when it comes to new business opportunities and will work hard for her customers when things don’t go to plan. Mitzi’s management skills, both with the salespeople she oversees and her peers, are fair and professional. Mitzi would be an asset to any team and would work harder than anyone I know to reach the goals set in front of her. ”","Mark Smith “Mitzi Smith is one of the most Professional Sales manager\'s I have known in 35 years in Distribution. ”"]']### Assistant: The agent's job is to manage sales and distribution in the healthcare industry, and today the agent is reaching out to the user because they need to discuss potential supply chain solutions and explore collaboration opportunities.
|
### Human: Agent: ['Amanda Marriage, PsyD', "I specialize in the treatment of Posttraumatic Stress Disorder. I attained a PsyD in Clinical Psychology at Alliant International University's California School of Professional Psychology (CSPP) in August 2015, and a Masters Degree in Counseling Psychology from National University in June 2010. My psychological interests lie in Energy Psychology; Hypnotherapy; Narrative Therapy; and Gestalt, Rogerian, and Family Systems theories. I am additionally trained in Neuro Emotional Technique, and Ericksonian Hypnotherapy. Accomplished professional with nine years of military managerial experience as a Naval Intelligence professional (Information Warfare Officer). Proven managerial skills of hundred-member teams and multi-million dollar budgets in varied fields such as engineering, hotel services, secure communications, navigation, shipboard operations, logistics, ordnance maintenance, aircraft operations, and major command staff operations.", 'Staff Psychologist at US Navy', 'US Navy', '[{"company":"US Navy","company_id":"us-navy","industry":"Armed Forces","location":"Greater San Diego Area","positions":[{"description":"","duration":"Dec 2018 - Present 3 years 4 months","duration_short":"3 years 4 months","end_date":"Present","start_date":"Dec 2018","subtitle":"US Navy","title":"Staff Psychologist"}],"url":"https://www.linkedin.com/company/us-navy"},{"company":"A Marriage Psychological Services","company_id":null,"location":"Greater San Diego Area","positions":[{"description":"","duration":"Apr 2017 - Present 5 years","duration_short":"5 years","end_date":"Present","start_date":"Apr 2017","subtitle":"A Marriage Psychological Services","title":"Licensed Clinical Psychologist"}],"url":""},{"company":"Alvarado Parkway Institute Behavioral Health System","company_id":"alvaradoparkwayinstitute","location":"","positions":[{"description":"Clinical Director of Intensive Outpatient Program (IOP) at API. Clinical Director of Intensive Outpatient Program (IOP) at API.","duration":"Sep 2016 Apr 2017 8 months","duration_short":"8 months","end_date":"Apr 2017","start_date":"Sep 2016","subtitle":"Alvarado Parkway Institute Behavioral Health System","title":"Director Of Clinical Services"}],"url":"https://www.linkedin.com/company/alvaradoparkwayinstitute"},{"company":"VA New Mexico Health Care System","company_id":null,"location":"Albuquerque, New Mexico","positions":[{"description":"","duration":"Sep 2015 Aug 2016 1 year","duration_short":"1 year","end_date":"Aug 2016","start_date":"Sep 2015","subtitle":"VA New Mexico Health Care System","title":"Psychology Resident - PTSD emphasis"}],"url":""},{"company":"Veterans Affairs Hospital","company_id":"department-of-veterans-affairs","location":"Lincoln, Nebraska Area","positions":[{"description":"Conducts evidence-based trauma-focused therapy (Cognitive Processing Therapy, Prolonged Exposure, Acceptance and Commitment Therapy, and Dialectical Behavior Therapy) with individual and group veteran clients. Conducts evidence-based trauma-focused therapy (Cognitive Processing Therapy, Prolonged Exposure, Acceptance and Commitment Therapy, and Dialectical Behavior Therapy) with individual and group veteran clients.","duration":"Aug 2014 Aug 2015 1 year 1 month","duration_short":"1 year 1 month","end_date":"Aug 2015","start_date":"Aug 2014","subtitle":"Veterans Affairs Hospital","title":"Psychology Intern"}],"url":"https://www.linkedin.com/company/department-of-veterans-affairs"},{"company":"Veteran\'s Village of San Diego","company_id":null,"location":"","positions":[{"description":"Conducted Individual and Group Therapy with veterans who were currently homeless and recovering from drug- and alcohol-addictions. Taught several weekly classes on Co-ocuring disorders and Family dynamics. Conducted Individual and Group Therapy with veterans who were currently homeless and recovering from drug- and alcohol-addictions. Taught several weekly classes on Co-ocuring disorders and Family dynamics.","duration":"Jan 2010 Jun 2014 4 years 6 months","duration_short":"4 years 6 months","end_date":"Jun 2014","start_date":"Jan 2010","subtitle":"Veteran\'s Village of San Diego","title":"Volunteer Therapist"}],"url":""},{"company":"Bayview and Paradise Valley Hospitals","company_id":null,"location":"Greater San Diego Area","positions":[{"description":"Conducted individual, group, and milieu therapy in an acute inpatient hospital setting. Completed psychological assessment batteries for out-patient population. Provided feedback and guidance on client care to multidisciplinary treatment teams. Conducted individual, group, and milieu therapy in an acute inpatient hospital setting. Completed psychological assessment batteries for out-patient population. Provided feedback and guidance on client care to multidisciplinary treatment teams.","duration":"Oct 2012 Jul 2013 10 months","duration_short":"10 months","end_date":"Jul 2013","start_date":"Oct 2012","subtitle":"Bayview and Paradise Valley Hospitals","title":"Psychology Intern"}],"url":""},{"company":"Catholic Charities","company_id":"catholic-charities","location":"","positions":[{"description":"Conducted Individual, Couples, Family, and Group therapy with clients ranging in age from 6-66 years old, couples, children, homeless, low-income, of multiple ethnic backgrounds on personal issues found throughout the DSM-IV. Conducted Psychoeducational and Neuropsychological assessment batteries. Conducted Individual, Couples, Family, and Group therapy with clients ranging in age from 6-66 years old, couples, children, homeless, low-income, of multiple ethnic backgrounds on personal issues found throughout the DSM-IV. Conducted Psychoeducational and Neuropsychological assessment batteries.","duration":"Sep 2011 Sep 2012 1 year 1 month","duration_short":"1 year 1 month","end_date":"Sep 2012","start_date":"Sep 2011","subtitle":"Catholic Charities","title":"Intern Marriage and Family Therapist/Psychology Trainee"}],"url":"https://www.linkedin.com/company/catholic-charities"},{"company":"US Navy","company_id":"us-navy","location":null,"positions":[{"description":"Managed a division of cryptologic specialists who train and prepare shipboard and carrier/expeditionary strike group cryptologic teams for deployment in support of the Global War on Terror.","duration":"Dec 2006 Dec 2008 2 years 1 month","duration_short":"2 years 1 month","end_date":"Dec 2008","start_date":"Dec 2006","subtitle":"US Navy","title":"Cryptologic Operations Officer"},{"description":"Led 65 multi-service personnel in Airborne operations in the Pacific and Middle-East, managed logistics in deploying over 300 Sailors and Marines to support operational commanders worldwide.","duration":"Mar 2004 Nov 2006 2 years 9 months","duration_short":"2 years 9 months","end_date":"Nov 2006","start_date":"Mar 2004","subtitle":"US Navy","title":"Fleet Cryptologic Augmentation Center Operations Officer"}],"url":"https://www.linkedin.com/company/us-navy"},{"company":"US Navy - USS The Sullivans","company_id":null,"location":"","positions":[{"description":"Directed the operational and administrative tasks for ten executive agents, ensuring 100% compliance with Navy-wide training and readiness standards for deployment readiness. Directed the operational and administrative tasks for ten executive agents, ensuring 100% compliance with Navy-wide training and readiness standards for deployment readiness.","duration":"Jan 2003 Oct 2003 10 months","duration_short":"10 months","end_date":"Oct 2003","start_date":"Jan 2003","subtitle":"US Navy - USS The Sullivans","title":"Department Head/Training Officer"}],"url":""},{"company":"US Navy","company_id":"us-navy","location":"","positions":[{"description":"Managed 3000-member crew - coordinating simultaneous flight deck operations, wet-well operations, navigation and engineering requirements, while accomplishing operational mission. Also responsible for missile and bomb maintenance and employment; and engineering of potable water, heat, air conditioning, and hydraulic mechanics. Managed 3000-member crew - coordinating simultaneous flight deck operations, wet-well operations, navigation and engineering requirements, while accomplishing operational mission. Also responsible for missile and bomb maintenance and employment; and engineering of potable water, heat, air conditioning, and hydraulic mechanics.","duration":"Jan 2001 Jan 2003 2 years 1 month","duration_short":"2 years 1 month","end_date":"Jan 2003","start_date":"Jan 2001","subtitle":"US Navy","title":"Signals Officer - USS BOXER"}],"url":"https://www.linkedin.com/company/us-navy"}]', '["Mark Schwalm “Amanda is a fantastic young officer who is energetic, has great initiative and will be an asset to any team she joins.”","Chris Bowen “I supervised Amanda while we were stationed together in Japan. She did an Excellent job supervising her people and managing the daily performance of her shop. She oversaw the coordination of all international travel arrangements for a 200+ member command.”"]']
User: ['Denise Waas', 'AMBITIOUS, INNOVATIVE, RESULTS-ORIENTED PEOPLE LEADER with 15+ years of experience in retail and ecommerce marketing, strategic planning, business development and cross-functional team leadership. Proficient at delivering results - driving sales, exceeding profitability goals, building customer loyalty, fostering team engagement and implementing process improvements. Outstanding interpersonal, analytical and problem-solving skills. Passionate advocate of continuous personal and professional development.', 'Director - Business Development', 'ACE Construction & Engineering', '[{"company":"ACE Construction & Engineering","company_id":null,"location":"Brownsville, Wisconsin, United States","positions":[{"description":"","duration":"May 2021 - Present 4 months","duration_short":"4 months","end_date":"Present","start_date":"May 2021","subtitle":"ACE Construction & Engineering","title":"Director - Business Development"}],"url":""},{"company":"Kohler Co.","company_id":"kohler","location":null,"positions":[{"description":"","duration":"Mar 2019 May 2021 2 years 3 months","duration_short":"2 years 3 months","end_date":"May 2021","start_date":"Mar 2019","subtitle":"Kohler Co.","title":"Marketing Manager - Retail & E-Commerce"},{"description":"","duration":"Mar 2017 Mar 2019 2 years 1 month","duration_short":"2 years 1 month","end_date":"Mar 2019","start_date":"Mar 2017","subtitle":"Kohler Co.","title":"Business Manager - Housewares"},{"description":"","duration":"Apr 2015 Mar 2017 2 years","duration_short":"2 years","end_date":"Mar 2017","start_date":"Apr 2015","subtitle":"Kohler Co.","title":"Product Manager - Toilets"},{"description":"","duration":"Mar 2013 Apr 2015 2 years 2 months","duration_short":"2 years 2 months","end_date":"Apr 2015","start_date":"Mar 2013","subtitle":"Kohler Co.","title":"Channel Manager - Retail"}],"url":"https://www.linkedin.com/company/kohler"},{"company":"Kohl\'s Department Stores","company_id":"kohls-department-stores","location":null,"positions":[{"description":"","duration":"Mar 2011 Oct 2012 1 year 8 months","duration_short":"1 year 8 months","end_date":"Oct 2012","start_date":"Mar 2011","subtitle":"Kohl\'s Department Stores","title":"Seasonal Marketing Manager"},{"description":"","duration":"Nov 2009 Mar 2011 1 year 5 months","duration_short":"1 year 5 months","end_date":"Mar 2011","start_date":"Nov 2009","subtitle":"Kohl\'s Department Stores","title":"Territory Marketing Assistant Manager"},{"description":"","duration":"Jun 2009 Feb 2010 9 months","duration_short":"9 months","end_date":"Feb 2010","start_date":"Jun 2009","subtitle":"Kohl\'s Department Stores","title":"Direct Marketing Strategy Coordinator"},{"description":"","duration":"Mar 2006 Jun 2009 3 years 4 months","duration_short":"3 years 4 months","end_date":"Jun 2009","start_date":"Mar 2006","subtitle":"Kohl\'s Department Stores","title":"Gift Card Marketing Strategy Coordinator"}],"url":"https://www.linkedin.com/company/kohls-department-stores"},{"company":"USA Rugby","company_id":"usa-rugby","location":"West Allis, Wisconsin","positions":[{"description":"","duration":"Dec 2005 Dec 2006 1 year 1 month","duration_short":"1 year 1 month","end_date":"Dec 2006","start_date":"Dec 2005","subtitle":"USA Rugby","title":"USA RUGBY Tournament Director"}],"url":"https://www.linkedin.com/company/usa-rugby"},{"company":"Wisconsin Athletic Club, LLC","company_id":"wisconsin-athletic-club","location":"Greenfield, Wisconsin, United States","positions":[{"description":"","duration":"May 2005 Feb 2006 10 months","duration_short":"10 months","end_date":"Feb 2006","start_date":"May 2005","subtitle":"Wisconsin Athletic Club, LLC","title":"Membership Coordinator"}],"url":"https://www.linkedin.com/company/wisconsin-athletic-club"}]', '["Olivia F. “Denise mentored me while I participated in a stretch assignment in marketing. The first thing I noticed about Denise was her ability to organize this stretch assignment opportunity for me very quickly, taking into consideration my goals, as well as the needs of the business. She helped me get orientated to the team and projects easily and made me feel very welcome. Denise is able to pivot between business needs and projects rapidly and focuses on removing obstacles so her team can do their work effectively and with a strategic focus. She is a great people leader and I really appreciated her leadership style. I would be happy to work for Denise anytime and recommend her for any position that comes her way. She brings a great balance of marketing strategy and people leadership while being authentic and professional.”","Meghan Horntvedt “I reported directly to Denise for one year. I came into the team not knowing anyone, and Denise and the team instantly made me feel welcome. As a manager, Denise helped me feel supported but also gave me the space to execute projects in my own way, which I think is a huge asset in a manager. She always made me feel comfortable and I knew she had my back within the business. In terms of her business acumen, she is a well-rounded marketer with experience across channel and product marketing and an expert in the retail and e-commerce channels. She thinks strategically, challenges the status quo in a good way, and is always asking relevant questions that help push the team in the right direction. While I only worked for Denise for one year, it was truly one of the most collaborative and in-sync teams I’ve ever worked on and that’s what you can expect from Denise’s leadership. ”"]']### Assistant: The agent's job is to conduct business development for a construction and engineering company. Today, the agent is reaching out to the user because they need to discuss potential marketing strategies for an upcoming project.
|
### Human: Agent: ['Shaun Abernathy', 'I am certain my knowledge, experience, and lifelong passion for animation will be beneficial to your studio. I personally work to excel in every aspect of my life. I graduated top of my class in one of the best animation colleges and continuously work to deliver superior animation services to employers and clients. My diverse portfolio of career experience in UX motion design, film, gaming, and commercial animation showcase my varied skill set and training in all mediums of animation and film making. With excellent time management and problem solving skills, and the ability to work well in both team-oriented and self-directed environments, I believe I am positioned to exceed your expectations. Proficient in many creative software tools: After Effects, Premiere Pro, Photoshop, Illustrator, and Maya.', 'Senior Motion Designer at AKQA', 'AKQA', '[{"company":"AKQA","company_id":"akqa","industry":"Design","location":"San Francisco Bay Area","positions":[{"description":"Whether it is bringing a UI design to life through motion or depicting a user\'s journey in a narrative animation, I work with our clients to tell compelling stories. Whether it is bringing a UI design to life through motion or depicting a user\'s journey in a narrative animation, I work with our clients to tell compelling stories.","duration":"Sep 2018 - Present 3 years 4 months","duration_short":"3 years 4 months","end_date":"Present","start_date":"Sep 2018","subtitle":"AKQA","title":"Senior Motion Designer"}],"url":"https://www.linkedin.com/company/akqa"},{"company":"frog","company_id":"frogdesign","location":"San Francisco Bay Area","positions":[{"description":"Whether it is bringing a UI design to life through motion or depicting a user\'s journey in a narrative animation, I work with our clients to tell compelling stories. Whether it is bringing a UI design to life through motion or depicting a user\'s journey in a narrative animation, I work with our clients to tell compelling stories.","duration":"Mar 2011 Aug 2018 7 years 6 months","duration_short":"7 years 6 months","end_date":"Aug 2018","start_date":"Mar 2011","subtitle":"frog","title":"Senior Motion Designer"}],"url":"https://www.linkedin.com/company/frogdesign"},{"company":"Netsuke","company_id":null,"location":"","positions":[{"description":"Created all in-game cinematics for a multi-platform game title. Created all in-game cinematics for a multi-platform game title.","duration":"Aug 2010 Oct 2010 3 months","duration_short":"3 months","end_date":"Oct 2010","start_date":"Aug 2010","subtitle":"Netsuke","title":"Animator"}],"url":""},{"company":"Hargant Entertainment","company_id":null,"location":"","positions":[{"description":"Animated all characters, objects, and cameras within shots for upcoming feature film. Part of a five animator team producing entire feature film at a high quality while meeting strict deadlines and budget. Animated all characters, objects, and cameras within shots for upcoming feature film. Part of a five animator team producing entire feature film at a high quality while meeting strict deadlines and budget.","duration":"Oct 2009 Apr 2010 7 months","duration_short":"7 months","end_date":"Apr 2010","start_date":"Oct 2009","subtitle":"Hargant Entertainment","title":"Character Animator"}],"url":""},{"company":"The Wish Factory","company_id":null,"location":"","positions":[{"description":"","duration":"2010 2010 less than a year","duration_short":"less than a year","end_date":"2010","start_date":"2010","subtitle":"The Wish Factory","title":"Contract Animator"}],"url":""},{"company":"Mixamo","company_id":"mixamo","location":"","positions":[{"description":"General art direction and department coordination. Built production pipeline to capture and clean over 3 hours of motion data in 4 weeks. Created high quality animation visuals for marketing purposes and to increase company’s revenue and exposure. Conducted professional user/animator feedback research to guide the company’s direction within the industry. General art direction and department coordination. Built production pipeline to capture and clean over 3 hours of motion data in 4 weeks. Created high quality animation visuals for marketing purposes and to increase company’s revenue and exposure. Conducted professional user/animator feedback research to guide the company’s direction within the industry.","duration":"Feb 2008 Feb 2009 1 year 1 month","duration_short":"1 year 1 month","end_date":"Feb 2009","start_date":"Feb 2008","subtitle":"Mixamo","title":"Co-Founder/Sr. Animator"}],"url":"https://www.linkedin.com/company/mixamo"},{"company":"Humanature Studios","company_id":"humanature-studios","location":"","positions":[{"description":"Animated 70% of total motion assets and modeled/rigged almost 30characters for an original Nintendo DS title. Published by Konami. Animated 70% of total motion assets and modeled/rigged almost 30characters for an original Nintendo DS title. Published by Konami.","duration":"Jan 2007 Mar 2008 1 year 3 months","duration_short":"1 year 3 months","end_date":"Mar 2008","start_date":"Jan 2007","subtitle":"Humanature Studios","title":"3D Artist/Animator"}],"url":"https://www.linkedin.com/company/humanature-studios"},{"company":"Project Firefly","company_id":null,"location":"","positions":[{"description":"Animated, modeled, and rigged for “The Simpsons Ride” at Universal Studios. Animated, modeled, and rigged for “The Simpsons Ride” at Universal Studios.","duration":"Jul 2006 Sep 2006 3 months","duration_short":"3 months","end_date":"Sep 2006","start_date":"Jul 2006","subtitle":"Project Firefly","title":"3D Artist/Animator"}],"url":""},{"company":"Electronic Arts","company_id":"electronic-arts","location":"","positions":[{"description":"Worked with Art Director creating animated visuals for Madden 2007. Worked with Art Director creating animated visuals for Madden 2007.","duration":"May 2005 Aug 2005 4 months","duration_short":"4 months","end_date":"Aug 2005","start_date":"May 2005","subtitle":"Electronic Arts","title":"Art Intern"}],"url":"https://www.linkedin.com/company/electronic-arts"},{"company":"Coreaudiovisual","company_id":null,"location":"","positions":[{"description":"","duration":"Jun 2004 Jul 2004 2 months","duration_short":"2 months","end_date":"Jul 2004","start_date":"Jun 2004","subtitle":"Coreaudiovisual","title":"3D Animation Intern"}],"url":""}]', '["Seth Mach, MFA “Shaun is one of the most talented and versatile animators I’ve ever worked with. He is calm under pressure and able to quickly deliver impressive technically accurate 3D renders, character design, and motion graphics. As part of the film team at frog design, Shaun has an integral role in the entire creative process including hand-drawn storyboards, formulating scenes, and composing a final product.”","Fabio Carnevale Maffè “Shaun is one of the most talented and versatile animators I have ever worked with. During my tenure at frog, Shaun contributed to many projects and always added tremendous value. Whether it be animating characters, building a narrative for concept ideas, sketching service concepts, or prototyping User Interfaces Shaun always delivered excellent contributions and owned all the work from the beginning to the end. Beyond his talent, Shaun is also a great and easy person to work with. He is always calm, positive and confident. Shaun is a great addition to any design / motion team and I hope I will have the chance to collaborate with him again.”"]']
User: ['Daniel Tarango', 'Graphic Designer/Animator with broad experience in all aspects of design, and animation techniques. Direct experience with 2D & 3D graphics, photography, traditional drawing and animation. Interested in Motion Graphics as I believe it makes the world go round. Specialties: Adobe Creative Suite CS5-6 & CC utilizing Photoshop, Illustrator, After Effects and Premiere. I also have skills using Cinema 4D for 3D modeling and animation.', 'Independent Contractor Motion Graphic Design', 'Self Employed', '[{"company":"Self Employed","company_id":"self-employed_1097","industry":"Graphic Design","location":"Dallas/Fort Worth Area","positions":[{"description":"","duration":"Dec 2016 - Present 5 years 1 month","duration_short":"5 years 1 month","end_date":"Present","start_date":"Dec 2016","subtitle":"Self Employed","title":"Freelance Motion Graphic Designer"}],"url":"https://www.linkedin.com/company/self-employed_1097"},{"company":"Pioneer Natural Resources Company","company_id":"pioneer-natural-resources-company","location":"Las Colinas, TX","positions":[{"description":"Motion Graphics Designer using the Adobe CC 2018 Suite. Motion Graphics Designer using the Adobe CC 2018 Suite.","duration":"Aug 2017 - Present 4 years 5 months","duration_short":"4 years 5 months","end_date":"Present","start_date":"Aug 2017","subtitle":"Pioneer Natural Resources Company","title":"E-Learning Specialist"}],"url":"https://www.linkedin.com/company/pioneer-natural-resources-company"},{"company":"NBC Universal","company_id":"nbcuniversal-inc-","location":"","positions":[{"description":"","duration":"Jun 2005 - Present 16 years 7 months","duration_short":"16 years 7 months","end_date":"Present","start_date":"Jun 2005","subtitle":"NBC Universal","title":"Graphic Designer/Animator"}],"url":"https://www.linkedin.com/company/nbcuniversal-inc-"},{"company":"TCS El Salvador","company_id":null,"location":"","positions":[{"description":"","duration":"2010 2010 less than a year","duration_short":"less than a year","end_date":"2010","start_date":"2010","subtitle":"TCS El Salvador","title":"Graphic Designer/Consultant"}],"url":""},{"company":"Big Time Design","company_id":null,"location":"","positions":[{"description":"","duration":"2008 2009 1 year","duration_short":"1 year","end_date":"2009","start_date":"2008","subtitle":"Big Time Design","title":"Caricature Artist"}],"url":""},{"company":"Target Productions","company_id":null,"location":"","positions":[{"description":"","duration":"Mar 2005 Jun 2005 4 months","duration_short":"4 months","end_date":"Jun 2005","start_date":"Mar 2005","subtitle":"Target Productions","title":"Graphic Designer/Animator"}],"url":""},{"company":"KUVN-TV UNIVISION SPANISH NETWORK","company_id":null,"location":"","positions":[{"description":"","duration":"Jun 2004 Mar 2005 10 months","duration_short":"10 months","end_date":"Mar 2005","start_date":"Jun 2004","subtitle":"KUVN-TV UNIVISION SPANISH NETWORK","title":"Graphic Designer/Animator"}],"url":""}]', '["Jason Lanier Brown “Daniel is a very talented designer with extreme dedication to his work. I am always happy to work with him because of this and the smile that comes along with his work. I would highly recommend Daniel to anyone I come across that needs any work done promptly and with a great design. Daniel is a great person as well as a very high end Designer!!! I am proud to know him and to have worked along side of him!!!”","LinkedIn User “Photoshop After Effects”"]']### Assistant: The agent's job is to provide animation services, and today they are reaching out to the user because they need a freelance motion graphic designer to collaborate on a new project.
|
### Human: Agent: ['Eric Meadows', 'From the edge to the cloud I enable customers to achieve their mission goals and objectives while staying agile and future-proof. I have a strong track record in consultative solution selling, enablement, training and expanding channel partner relationships. Skills and Experience: Proven Go-To-Market and Marketing Strategy Experience Project Management and Enterprise Development Extensive Field Consulting and Roadshow Expertise Certified Online Virtual Trainer Data Center, Cloud, Storage and Software Licensing Experience Healthcare EDI and Practice Management Experience', 'Account Director - Large Enterprise at Lumen Technologies', 'Lumen Technologies', '[{"company":"Lumen Technologies","company_id":"lumentechnologies","industry":"IT Services and IT Consulting","location":"Nashville, Tennessee, United States","positions":[{"description":"Lumen is an enterprise technology platform that integrates Adaptive Networking, Edge Computing, Connected Security and Collaboration services into an advanced architecture to deploy and accelerate your applications with near-zero latency for next-gen apps on the edge. Lumen is an enterprise technology platform that integrates Adaptive Networking, Edge Computing, Connected Security and Collaboration services into an advanced architecture to deploy and accelerate your applications with near-zero latency for next-gen apps on the edge.","duration":"Sep 2021 - Present 7 months","duration_short":"7 months","end_date":"Present","start_date":"Sep 2021","subtitle":"Lumen Technologies","title":"Account Director - Large Enterprise"}],"url":"https://www.linkedin.com/company/lumentechnologies"},{"company":"Dell Technologies","company_id":"delltechnologies","location":null,"positions":[{"description":"","duration":"May 2020 Sep 2021 1 year 5 months","duration_short":"1 year 5 months","end_date":"Sep 2021","start_date":"May 2020","subtitle":"Dell Technologies","title":"Data Center Storage Executive - Federal DoD"},{"description":"Building best-in-class Backup, Replication, Cloud and Cyber Recovery solutions with Dell EMC Data Protection.","duration":"Sep 2017 May 2020 2 years 9 months","duration_short":"2 years 9 months","end_date":"May 2020","start_date":"Sep 2017","subtitle":"Dell Technologies","title":"Data Protection Specialist"},{"description":"Successfully developed and executed a Go-To-Market strategy for Dropbox Business North AmericaCreated and delivered internal and customer facing trainingCreated sales and marketing materialOrganized multiple customer facing and internal demand generation eventsManaged sales incentive programsAccelerated growth year over year placing Dell Nashville as the leading site for Dropbox sales in North America","duration":"Oct 2014 Sep 2017 3 years","duration_short":"3 years","end_date":"Sep 2017","start_date":"Oct 2014","subtitle":"Dell Technologies","title":"Dropbox Business Site Lead - Senior Advisor"}],"url":"https://www.linkedin.com/company/delltechnologies"},{"company":"Change Healthcare","company_id":"change-healthcare","location":"Nashville, TN","positions":[{"description":"Managed C-level relationships for one of Emdeon\'s top clients with an established customer base of more than 85,000+ physicians and 545,000+ users across all 50 states with revenues for 2012 exceeding $250 million.Acted as primary point of contact and escalation path for C-level team and management staffHosted monthly, quarterly, and annual reviews of performance metrics, revenue, provider growth, and special projectsAttended national user events presenting to both small and very large (5k+) audiencesConducted multiple on-site visits to deliver training, support, and consultationUncovered opportunities to broaden our relationship and worked directly with our National Sales Director to drive new and expand current lines of businessDelivered virtual training on Emdeon\'s claims management software and reviewed metric based information for both my client and their providers as neededPresented regular business updates internally to the Sr. Director of Account Management and VP of Channel Partners at Emdeon","duration":"Apr 2012 Mar 2014 2 years","duration_short":"2 years","end_date":"Mar 2014","start_date":"Apr 2012","subtitle":"Change Healthcare","title":"National Account Manager - Healthcare"}],"url":"https://www.linkedin.com/company/change-healthcare"},{"company":"Firefly Educate","company_id":"firefly-communications_2","location":"Nashville, TN","positions":[{"description":"Developed relationships in the field up to C-level through customized data center business acceleration programs and implementations for both channel partners and Cisco direct.Achieved results by strategically positioning test drives, mentored deployments, consultative education, and sales acceleration coursesGuided Cisco employees on Data Center certification pathsInternally managed logistics for each delivery or implementationHosted virtual training on a global scaleWorked closely with our scheduling and engineering teams to alleviate gap casesPerformed onsite kick-off\'s at Cisco and Partner eventsDelivered presentations to Cisco teams both onsite and virtuallyManaged post-delivery follow-up efforts to gauge customer satisfaction and uncover future opportunities","duration":"Sep 2010 Apr 2012 1 year 8 months","duration_short":"1 year 8 months","end_date":"Apr 2012","start_date":"Sep 2010","subtitle":"Firefly Educate","title":"Outside Territory Manager - Cisco Data Center Training and Demand Generation"}],"url":"https://www.linkedin.com/company/firefly-communications_2"},{"company":"Dell","company_id":"delltechnologies","location":"Nashville, TN","positions":[{"description":"","duration":"2006 2010 4 years","duration_short":"4 years","end_date":"2010","start_date":"2006","subtitle":"Dell","title":"Inside Sales - Senior Account Manager"}],"url":"https://www.linkedin.com/company/delltechnologies"}]', '["Tony Hirsch “I had the pleasure of working closely with Eric for three years at two different companies and earned a tremendous amount of respect for him as a creative leader, a motivator and as a person. Eric’s work ethic, creativity and commitment to quality are second to none. He brings a contagiously higher level of enthusiasm and energy to every aspect of his work; while constantly pushing himself and those around him to become better, smarter and more valuable to the team. Eric seeks out new opportunities and challenges, both business and technical, with the goal of constantly improving the quality of work he and his teams deliver and the pace at which it is delivered. Eric has proven himself to be a successful manager by leading through example. He holds the same standards for his team as he does for himself and constantly finds ways to stimulate a collaborative environment. I encourage anyone who is looking for a talented and very motivating leader to consider Eric.”","Steve James “I worked with Eric for several years at Dell. I always found him to be a top notch account manager, always looking for new and creative solutions to his customers business challenges. Eric\'s ability to balance his customers needs and his own business requirements make him extremely valuable to any organization. I would highly recommend him to anyone.”"]']
User: ['Jonathan Ursache', 'Passionate, determined graduate continuously growing and expanding in technological knowledge.', 'IT System Administrator at Martin Bros.', 'Martin Bros.', '[{"company":"Martin Bros.","company_id":"martin-brothers-marcowall-inc","industry":"Construction","location":"Gardena, California, United States","positions":[{"description":"","duration":"Jun 2021 - Present 2 months","duration_short":"2 months","end_date":"Present","start_date":"Jun 2021","subtitle":"Martin Bros.","title":"System Administrator"}],"url":"https://www.linkedin.com/company/martin-brothers-marcowall-inc"},{"company":"Raytheon Technologies","company_id":"raytheontechnologies","location":"Fullerton, California","positions":[{"description":"- Senior Field Tech for DXC Technology- Supported Raytheon Technologies- Windows 10 migration and created machine accounts- Created scripts to complete tasks quicker- Imaged computers, configured systems and user profiles, installed software, setup/configured users- Completed troubleshooting and testing for a variety of issues (operating system, hardware, software, network, SCCM, etc.)- Tested new processes, utilities, and systems- Worked Level 2 And Level 3 Tickets- Performed break/fix duties- Serviced and modified hardware- Physically moved systems/hardware- Transferred sensitive data across systems- Wiped and retired old systems/hardware per DoD standards- Set-up and retired/wiped iPhones and iPads- Utilized the ServiceNow ticketing system- Ensured that work was done according to SLA","duration":"Nov 2019 Jun 2021 1 year 8 months","duration_short":"1 year 8 months","end_date":"Jun 2021","start_date":"Nov 2019","subtitle":"Raytheon Technologies","title":"Sr. IT Desktop Support Technician"}],"url":"https://www.linkedin.com/company/raytheontechnologies"},{"company":"KMicro Tech, Inc.","company_id":"kmicro","location":"Orange County, California Area","positions":[{"description":"- Worked on the deployment of over 1,000 workstations (computers, printers, receipt printers, Verifone and Tellergy POS, monitors, check scanners, peripherals, etc.) for Wescom Credit Union- Assisted on Windows 10 Migration with refreshes- Configured systems, computers, printers, etc.- Installed computer, printers, various hardware, and software- Set-up and configured user profiles- Troubleshooting (computers, printers, network, etc.)- Pulled network cables for data center- Physically moved systems, printers, various hardware- Completed various IT tasks- Strived to keep users up and running at all times- Took part in training with Active Directory, Virtual Machines, Servers","duration":"Apr 2019 Oct 2019 7 months","duration_short":"7 months","end_date":"Oct 2019","start_date":"Apr 2019","subtitle":"KMicro Tech, Inc.","title":"IT Systems Analyst / Support Specialist"}],"url":"https://www.linkedin.com/company/kmicro"}]', '["“I shared a cubicle with Jonathan and I got to see firsthand that Jonathan is a very hard-working, intelligent and curious man. And all of that coupled with his passion for learning about technology makes him a fantastic person to have working with you!”","“Jonathan has been fascinated with technology all his life. He is tech savvy. He quickly learns new ways of completing tasks and finds solutions. One of the things I\'ve always admired about him is that he is always looking to help others with his skills. As many of you have noticed, he is a dedicated and hard working. He successfully completed high school early and is eager to learn more and expand his horizons. Jonathan would be a great addition to any team!”"]']### Assistant: The agent's job is to enable customers to achieve their mission goals and objectives while staying agile and future-proof, and today the agent is reaching out to the user because they need assistance with IT system administration and support.
|
### Human: Agent: ['Domonik Boehmer', "I was born in Aurora, CO but moved to the East Coast in 2011 with my Cane Corso. Eventually we moved back to Denver & after working for various companies, I was fortunate to learn about a company that was helping families and small business owners save money on their health coverage. I sent in my application and was offered a position a few weeks later. This opportunity allows me to work from home or anywhere in the world and help other people secure one of their greatest assets - their health. I am licensed to provide insurance in Colorado & Michigan I can provide individuals and families with dental, vision, and health coverage inside America's largest PPO networks. To see if you qualify, or if you have any questions. Email me at: Domonik.Boehmer@ushadvisors.com", 'Small Business Health Coverage Specialist', 'USHEALTH Advisors', '[{"company":"USHEALTH Advisors","company_id":"ushealth-advisors","industry":"Insurance","location":"Greater Denver Area","positions":[{"description":"USHEALTH Advisors is a wholly-owned national sales and distribution subsidiary of USHEALTH Group, Inc. The company sells individual health insurance plans and supplementary products underwritten by The Freedom Life Insurance Company of America, a wholly-owned insurance subsidiary of USHEALTH Group, Inc. The company is focused on serving individuals, families, the self-employed and small business owners.- Evaluate possibility of losses due to pre-existing conditions or financial standing.- Deeply Committed to important things like – Service, Community, Innovation, and Excellence.- Decline excessive risks.","duration":"Oct 2018 - Present 3 years 10 months","duration_short":"3 years 10 months","end_date":"Present","start_date":"Oct 2018","subtitle":"USHEALTH Advisors","title":"Licensed Insurance Agent"}],"url":"https://www.linkedin.com/company/ushealth-advisors"},{"company":"Lifetouch","company_id":"lifetouch","location":"Providence, Rhode Island Area","positions":[{"description":"","duration":"Jul 2017 Oct 2018 1 year 4 months","duration_short":"1 year 4 months","end_date":"Oct 2018","start_date":"Jul 2017","subtitle":"Lifetouch","title":"Photographer"}],"url":"https://www.linkedin.com/company/lifetouch"},{"company":"Solomon Energy","company_id":"solomon-energy-inc-","location":"Greater New York City Area","positions":[{"description":"","duration":"Oct 2016 Jun 2017 9 months","duration_short":"9 months","end_date":"Jun 2017","start_date":"Oct 2016","subtitle":"Solomon Energy","title":"Senior Energy Advisor"}],"url":"https://www.linkedin.com/company/solomon-energy-inc-"},{"company":"CROS NT","company_id":"cros-nt","location":"Stamford, CT","positions":[{"description":"","duration":"Jun 2015 Aug 2016 1 year 3 months","duration_short":"1 year 3 months","end_date":"Aug 2016","start_date":"Jun 2015","subtitle":"CROS NT","title":"Business Development Associate"}],"url":"https://www.linkedin.com/company/cros-nt"},{"company":"ALM Media","location":"Greater New York City Area","positions":[{"description":"","duration":"Jul 2014 Jun 2015 1 year","duration_short":"1 year","end_date":"Jun 2015","start_date":"Jul 2014","subtitle":"ALM Media","title":"Delegate Sales Associate"}],"url":""},{"company":"Aris Global","company_id":"aris-global","location":"Stamford CT","positions":[{"description":"","duration":"Apr 2013 Jul 2014 1 year 4 months","duration_short":"1 year 4 months","end_date":"Jul 2014","start_date":"Apr 2013","subtitle":"Aris Global","title":"Inside Sales Support Analyst (Intern)"}],"url":"https://www.linkedin.com/company/aris-global"}]', '["Shell Vera “Domonik and I worked together for a brief time during which he sold jobs on boards that I managed. I enjoyed his tenacity, determination, and eagerness to learn about the associations for which he was selling. He learned all he could, often working late nights to learn more. He valued all partners and put equal effort into them. I believe he would be a great value to any company looking for a determined, dedicated, and driven individual. ”","Harish Chandra “Domonik is extremely detail-oriented, dedicated, ambitious and result driven person. It’s a pleasure to work with him and I would highly recommend his work!”"]']
User: ['Sharon Fulton', 'Experienced Event and Operations Manager skilled in Sales, Operations, Marketing Strategy, Meeting Planning, and Trade Shows.', 'Event Management and Operations Professional with Proven Record in Executing Local, National, and International Events', 'Freelance', '[{"company":"Freelance","company_id":null,"location":"Chicago, Illinois, United States","positions":[{"description":"","duration":"Oct 2020 - Present 11 months","duration_short":"11 months","end_date":"Present","start_date":"Oct 2020","subtitle":"Freelance","title":"Project Manager"}],"url":""},{"company":"TRAVELCLICK, Inc.","company_id":"travelclick","location":"Greater Chicago Area","positions":[{"description":"","duration":"Apr 2008 Oct 2020 12 years 7 months","duration_short":"12 years 7 months","end_date":"Oct 2020","start_date":"Apr 2008","subtitle":"TRAVELCLICK, Inc.","title":"Global Events Manager"}],"url":"https://www.linkedin.com/company/travelclick"},{"company":"BWM Global","company_id":null,"location":"Lake Bluff, Illinois, United States","positions":[{"description":"","duration":"Sep 2003 Apr 2008 4 years 8 months","duration_short":"4 years 8 months","end_date":"Apr 2008","start_date":"Sep 2003","subtitle":"BWM Global","title":"Director of Sales, Corporate Accounts"}],"url":""},{"company":"Corporate Image","company_id":null,"location":"Elgin, Illinois, United States","positions":[{"description":"","duration":"Oct 2002 Sep 2003 1 year","duration_short":"1 year","end_date":"Sep 2003","start_date":"Oct 2002","subtitle":"Corporate Image","title":"Director of Sales"}],"url":""},{"company":"International Housewares Association","company_id":"international-housewares-association","location":"Rosemont, Illinois","positions":[{"description":"","duration":"Aug 1998 Sep 2002 4 years 2 months","duration_short":"4 years 2 months","end_date":"Sep 2002","start_date":"Aug 1998","subtitle":"International Housewares Association","title":"Tradeshow Operations Manager"}],"url":"https://www.linkedin.com/company/international-housewares-association"}]', '["Karen Walker “Sharon\'s passion and enthusiasm for our corporates events always brought a smile to the team. She was always so well prepared and eager to try new ways to make the event a sure success. Prompt on timeliness and the ability to think outside the box was some of the key things I remember about Sharon. I always looked forward to the new solutions and strategies she had in place during our corporate trainings and events. She can make any teams corporate events program a success! ”","Jessica M. Purslow “I had the pleasure of working with Sharon for many years at TravelClick. Sharon was our trusted, Global Events Manager and was truly a one-woman event management team for the bulk of her time at TravelClick. Sharon was constantly planning and flawlessly executing our strategic presence at both domestic and International events, while simultaneously catering to the last-minute needs of the sales team for customer conferences and regional industry events. Sharon also managed relationships with key industry partners to ensure that our team and our product content remained top of mind with key decision makers and influencers across the hospitality industry. Sharon\'s work ethic, tireless attention to detail and ability to coordinate team members from anywhere in world make her an asset to any company seeking a committed leader in marketing and events across any industry. ”"]']### Assistant: The agent's job is to provide individuals and families with dental, vision, and health coverage, and today the agent is reaching out to the user because they need to offer them a personalized health coverage plan for their upcoming international event.
|
### Human: Agent: ['Fiona Taylor', 'Bi-lingual high energy Travel Executive with 25 years of domestic and international travel industry experience ▪ High Profile Client network with hotel organizations, governments, wholesalers, OTA within USA, Mexico and the Caribbean ▪ Proven business relationship builder and influencer with source of business (B2C, B2B) suppliers, personnel and management on all levels ▪ Proven track record in exceeding sales expectations and goals ▪ Top performer delivering YOY double digit growth in revenue to bottom line ▪ Effective leader cultivating, mentoring, and motivating teams and individual contributors to effectively translate the organizations goals into desired results ▪ Keen and proven ability to penetrate increasing, declining and new markets ▪ Fluency in spoken and written Spanish Specialties: Leisure Sales B2B & B2C in USA, Mexico, Caribbean and Latin America CORE COMPETENCIES: Leisure market, domestic & international Bi-lingual English & Spanish Hotel Sales & Marketing Proven Sales and ROI Producer B2B and B2C Relationship building Budgeting & Forecasting Business Development Revenue Strategist Strategic Planner Channel Manager proficiency Marketer Team coaching, development, management Training Media Sales Hotel & Destination Marketing', 'Contracts Manager NorthEast at TBO Holidays', 'TBO Holidays', '[{"company":"TBO Holidays","company_id":"tboholidays-com","industry":"Leisure, Travel & Tourism","location":"","positions":[{"description":"","duration":"Jun 2021 - Present 7 months","duration_short":"7 months","end_date":"Present","start_date":"Jun 2021","subtitle":"TBO Holidays","title":"Contracts Manager NorthEast"}],"url":"https://www.linkedin.com/company/tboholidays-com"},{"company":"HotelsPro","company_id":"hprotravel","location":"Orlando, Florida, United States","positions":[{"description":"","duration":"Feb 2020 Apr 2020 3 months","duration_short":"3 months","end_date":"Apr 2020","start_date":"Feb 2020","subtitle":"HotelsPro","title":"Senior Contract Manager - Positioned eliminated due to Covid 19"}],"url":"https://www.linkedin.com/company/hprotravel"},{"company":"Hotelbeds","company_id":"hotelbeds","location":"Orlando, Florida, United States","positions":[{"description":"","duration":"Nov 2018 Jul 2019 9 months","duration_short":"9 months","end_date":"Jul 2019","start_date":"Nov 2018","subtitle":"Hotelbeds","title":"Contract Manager - Miami"}],"url":"https://www.linkedin.com/company/hotelbeds"},{"company":"Best Day Travel Group","company_id":"best-day-travel","location":null,"positions":[{"description":"","duration":"Mar 2017 Nov 2018 1 year 9 months","duration_short":"1 year 9 months","end_date":"Nov 2018","start_date":"Mar 2017","subtitle":"Best Day Travel Group","title":"Associate Director - USA & Canada"},{"description":"","duration":"Dec 2014 Mar 2017 2 years 4 months","duration_short":"2 years 4 months","end_date":"Mar 2017","start_date":"Dec 2014","subtitle":"Best Day Travel Group","title":"Senior Market Manager, Chicago & Eastern Seaboard - USA"},{"description":"","duration":"Jun 2013 Dec 2014 1 year 7 months","duration_short":"1 year 7 months","end_date":"Dec 2014","start_date":"Jun 2013","subtitle":"Best Day Travel Group","title":"Market Manager, New York and Florida"},{"description":"","duration":"Dec 2010 Jun 2013 2 years 7 months","duration_short":"2 years 7 months","end_date":"Jun 2013","start_date":"Dec 2010","subtitle":"Best Day Travel Group","title":"Market Manager, New York and Chicago"}],"url":"https://www.linkedin.com/company/best-day-travel"},{"company":"The Maho Hotel Group","company_id":"mahogroup","location":"","positions":[{"description":"","duration":"Apr 2008 Apr 2010 2 years 1 month","duration_short":"2 years 1 month","end_date":"Apr 2010","start_date":"Apr 2008","subtitle":"The Maho Hotel Group","title":"Director of Sales & Marketing"}],"url":"https://www.linkedin.com/company/mahogroup"},{"company":"Barcelo Hotels & Resorts","company_id":"barcelo-hotel-group","location":"","positions":[{"description":"","duration":"Jul 2005 Apr 2008 2 years 10 months","duration_short":"2 years 10 months","end_date":"Apr 2008","start_date":"Jul 2005","subtitle":"Barcelo Hotels & Resorts","title":"Director of Sales & Marketing"}],"url":"https://www.linkedin.com/company/barcelo-hotel-group"},{"company":"LibGo Travel (GoGo Worldwide Vacations & Liberty Travel)","company_id":null,"location":"","positions":[{"description":"","duration":"Jul 2002 Jul 2005 3 years 1 month","duration_short":"3 years 1 month","end_date":"Jul 2005","start_date":"Jul 2002","subtitle":"LibGo Travel (GoGo Worldwide Vacations & Liberty Travel)","title":"Director of Marketing"}],"url":""}]', '["LinkedIn User “I\'ve have known Fiona for over 15 years and had the pleasure of working with her on my team while we both were with Best Day Travel Group. She started contracting the very complex supply management destination of New York City especially for a Latin American OTA and B2B player. In the various positions she had under my tutelage she always delivered on the key objectives. What really stands-out is her professionalism, key destination contacts within both the private/public sector, adaptability to whichever projects where given to her and most importantly the dedication. ”","Jackie Irizarry-Diaz “Fiona is always such a pleasure to work with. She looks to understand the business needs and how to maximize the opportunities. Working with her has always been about the partnership and developing strategies that fit the business needs. ”"]']
User: ['Susana Iakovliev', 'Sales and Marketing professional specializing in the travel trade industry with extensive experience representing, selling and promoting destinations and consumer brands in the U.S. and Latin America markets through integrated strategies. Passionate, organized, bilingual (English/Spanish) individual with a strong and diverse skillset primarily inclusive of destination representation, integrated strategy planning, sales, marketing, media buying, client relations, communications, media relations, event management and new business development.', 'West Coast Market Director at Saudi Tourism Authority', 'PHG Consulting', '[{"company":"PHG Consulting","company_id":"ptgconsulting","industry":"Hospitality","location":"Greater Los Angeles Area","positions":[{"description":"","duration":"Dec 2019 - Present 2 years 7 months","duration_short":"2 years 7 months","end_date":"Present","start_date":"Dec 2019","subtitle":"PHG Consulting","title":"Account Director"}],"url":"https://www.linkedin.com/company/ptgconsulting"},{"company":"Myriad International Marketing","company_id":"myriad-travel-marketing","location":"Greater Los Angeles Area","positions":[{"description":"- Sales and Marketing Manager for the Rwanda Development Board, Samoa Tourism Authority and Nicaragua Tourism Board in North America.- Strategize, plan and implement the annual travel trade in market activity plan for international clients across Myriad’s portfolio.- Fully responsible for travel trade account management, encompassing comprehensive knowledge and understanding of the destination and its tourism offer, strategy planning, product audit development, research, reporting, sales calls, in person trainings, webinar planning and broadcasting, newsletters development, organizing trade meetings with tour operators and travel agents, organizing and hosting FAM trips, planning and executing roadshows, trade show attendance and preparation.- Planning, execution and monitoring of integrated and comprehensive media campaigns tailored for each client’s needs. Consisting of identifying goals, target market, key media platforms, developing media briefs, launching and fulfilling digital media buys and facilitating and directing creative assets development.- Identify and work in collaboration with wholesale partners in order to implement cooperative marketing campaigns and B2B marketing through various tourism distribution channels. - PR account management including pitching, media monitoring, press release distribution, coordinate and host press trips, desk side appointments and media relations.- Functioned as Account Supervisor for the Los Cabos account, being responsible for liaising between the client and the creative team in order to develop of all Los Cabos creative assets for placements across their annual media buy.- Consult the company on how to improve its operations, marketing services and advertising services to newly acquired tourism clients in Latin America and other Spanish speaking tourism markets by analyzing and evaluating the organization’s operations and procedures to offer recommendations based on findings.","duration":"Dec 2016 Dec 2019 3 years 1 month","duration_short":"3 years 1 month","end_date":"Dec 2019","start_date":"Dec 2016","subtitle":"Myriad International Marketing","title":"Account Executive (Management Consultant)"}],"url":"https://www.linkedin.com/company/myriad-travel-marketing"},{"company":"Development Counsellors International","company_id":"development-counsellors-international","location":"Greater Los Angeles Area","positions":[{"description":"-Assisted with public relations campaigns and projects for tourism clients, including Visit California, Chile Tourism Board, Long Beach, PromPerú, Visit Huntington Beach, Greater Palm Springs and Visit Carlsbad.-Editorial placement and media relations, destination representation and travel trade relations.-Social media influencer research, campaign monitoring and reporting for clients.-Event management, handling media marketing and PR programs, including pitch development and media outlet research.-English-Spanish-English translation of marketing materials.-Research content and draft media pitches, press releases and other promotional materials for media and PR events.-Managed media lists and monitoring for Visit Huntington Beach Big Board Campaign, winner of HSMAI “Best of Show” Adrian Award 2016.-Monitoring media coverage for Top Chef Season 13-California.","duration":"Apr 2015 Apr 2016 1 year 1 month","duration_short":"1 year 1 month","end_date":"Apr 2016","start_date":"Apr 2015","subtitle":"Development Counsellors International","title":"Destination Marketer"}],"url":"https://www.linkedin.com/company/development-counsellors-international"},{"company":"Cerrando Circulos Digital","company_id":null,"location":"","positions":[{"description":"-Senior sales executive for social media and web development. Prospect and penetrate existing and new accounts. -Managed the full sales cycle, including contract generation and other deliverables to closing deals with Hyundai, Le Creuset, Coca-Cola and others.-Management of brand endorsement for celebrity Chef Paulina Abascal. Developing strategies to closing key brand partnership deals with Le Creuset, Swarovski, Lyncott Premium and Clinique among other consumer brands.-Successfully developed sales programs to distribute television content developed by TV Azteca, Once TV, Blue Print, Mediaset and Studio 100 to TV Networks in Latin America (Ecuador, Bolovia & Perú) and US Hispanic (Telemundo, Univision, Olympusat, Mundo Fox, Mun2, MTV, VME, Unimas & Pasiones).","duration":"Oct 2013 Feb 2015 1 year 5 months","duration_short":"1 year 5 months","end_date":"Feb 2015","start_date":"Oct 2013","subtitle":"Cerrando Circulos Digital","title":"Senior Sales Executive"}],"url":""},{"company":"Kiwilimon.com","company_id":"kiwilimon","location":"","positions":[{"description":"-Advertising sales executive for popular consumer-facing website, working with brands such as Unilever, Estée Lauder, Coca-Cola, Fage, Danone, LG, Nestlé, Walt Disney-Pictures, Paramount Pictures, Chrysler, Nike, Sunbeam, among other consumer brands. -Review consumer markets to develop account strategies to win and acquire new clients as well as developing existing relationships to increase sales.-Reviewing new and existing technology to increase traffic to the organization\'s e-commerce site. -Successfully achieve predefined sales objectives. Maintain sales forecast in an accurate and thorough manner.","duration":"Jan 2013 Oct 2013 10 months","duration_short":"10 months","end_date":"Oct 2013","start_date":"Jan 2013","subtitle":"Kiwilimon.com","title":"Sales Executive"}],"url":"https://www.linkedin.com/company/kiwilimon"},{"company":"TV Azteca","company_id":"tv-azteca","location":"","positions":[{"description":"-Advertising for the Mexico Tourism Board within the TV Network. In charge of direct negotiation and follow up after sales with clients such as the State of Nuevo León, Zacatecas, Aguascalientes, Guerrero, Chiapas & Veracruz.-Elaboration of commercial proposals (product placement) based on the needs of each client.-Responsible for billing and collecting.-Supervision of the government sales area on local television. -Advertising for the Mexico Tourism Board within the TV Network. In charge of direct negotiation and follow up after sales with clients such as the State of Nuevo León, Zacatecas, Aguascalientes, Guerrero, Chiapas & Veracruz.-Elaboration of commercial proposals (product placement) based on the needs of each client.-Responsible for billing and collecting.-Supervision of the government sales area on local television.","duration":"2011 2012 1 year","duration_short":"1 year","end_date":"2012","start_date":"2011","subtitle":"TV Azteca","title":"Sales Executive"}],"url":"https://www.linkedin.com/company/tv-azteca"},{"company":"Televisa","company_id":"grupo-televisa","location":"","positions":[{"description":"-Developed integration of consumer product placements within the morning television show “Hoy”.-Elaborating marketing proposals for product placement based on the needs of each brand.-Managed timing, schedules and production development of consumer product placements. -Developed integration of consumer product placements within the morning television show “Hoy”.-Elaborating marketing proposals for product placement based on the needs of each brand.-Managed timing, schedules and production development of consumer product placements.","duration":"Mar 2010 Mar 2011 1 year 1 month","duration_short":"1 year 1 month","end_date":"Mar 2011","start_date":"Mar 2010","subtitle":"Televisa","title":"Marketing Executive"}],"url":"https://www.linkedin.com/company/grupo-televisa"}]', '["Erin Mullaney “Susie is such a knowledgeable sales and marketing professional. Working in the travel industry, relationship building is key and it’s also an area in which Susie strives. I’ve worked with Susie for a couple years now and have been impressed with her strategic planning and problem solving. She is personable, organized, and a go-getter. Her experience covers a wide range of services from PR, to media buying, to trade relations, and more. This well-versed background does not only allow her to execute various projects but also enables her to see the big picture, consider all options, and create integrated strategies that drive results. As the day to day lead on various accounts at Myriad, her leadership and client relation skills ensure our accounts are well looked after. To top it off, Susie’s an awesome colleague and her genuine personality makes for great office/community culture.”","Danny Guerrero “Susie is a passionate professional who demonstrates not only a deep understanding of her clients and their destination products, but always goes the extra mile to make sure her audience and those relying on her for her expertise get the information they need on a timely and expert basis. She has shown a great adaptability with working with international and domestic clients, and her personal experience in the Latin America market including Mexico have proven invaluable for our agency and her clients.”"]']### Assistant: The agent's job is to represent and promote destinations and consumer brands in the travel trade industry, and today, the agent is reaching out to the user to discuss a potential collaboration for integrated marketing strategies in the U.S. and Latin America markets.
|
### Human: Agent: ['Jo-Ann Ryan', 'With degrees in both education and psychology, Jo-Ann, views each research project as an exciting opportunity to learn about, and better understand, human motivations and behavior. She prides herself on designing and implementing custom research programs that provide you with answers, insights and actionable recommendations for improving your business. Her strong communication and organizational skills, along with her can-do attitude ensures that your research projects will run smoothly from start to finish. Research participants respond to her genuine interest in their perceptions and opinions and enjoy her warm manner and engaging sense of humor. Jo-Ann has extensive category experience in health care, insurance and finance.', 'Owner/Consultant at JR Consulting Qualitative Market Research', 'JR Consulting (Qualitative Market Research & Project Management)', '[{"company":"JR Consulting (Qualitative Market Research & Project Management)","company_id":null,"location":"Wareham, MA","positions":[{"description":"As an experienced market research consultant, Jo-Ann will:Design and implement custom research studies to address your issues and needs.Provide moderating services (e.g., in-person or online focus groups, in-depth interviews, shoapalongs, ethnographies, video diaries, etc.).Monitor research studies to ensure that recruiting of respondents is accurate and that the logistics for completing the study are handled smoothly (e.g., facilities, platforms, respondent profiles and quotas, etc.)Analyze learnings, write reports and presentations that clearly communicate the research findings, insights and actionable recommendations.","duration":"May 2016 - Present 5 years 4 months","duration_short":"5 years 4 months","end_date":"Present","start_date":"May 2016","subtitle":"JR Consulting (Qualitative Market Research & Project Management)","title":"Senior Consultant"}],"url":""},{"company":"Nickerson PR","company_id":"nickersonpr","location":"Boston, MA","positions":[{"description":"Coordinate sales and marketing efforts for The Preserve at the Bay Club, a luxurious residential country-club community nestled in the Bay Club at Mattapoisett, MA, a 625-acre Audubon sanctuary with championship golf and 300 acres of lush conservation areas.","duration":"Jan 2016 Aug 2016 8 months","duration_short":"8 months","end_date":"Aug 2016","start_date":"Jan 2016","subtitle":"Nickerson PR","title":"Executive Sales & Marketing Coordinator"}],"url":"https://www.linkedin.com/company/nickersonpr"},{"company":"Doyle Research Associates","company_id":"doyle-research-associates","location":"","positions":[{"description":"Design qualitative research programs based on clients\' research objectives, facilitate individual and groups sessions by phone, online or in-person to obtain the desired input, analyze and summarize findings and make strategic recommendations.","duration":"Feb 2007 Jan 2016 9 years","duration_short":"9 years","end_date":"Jan 2016","start_date":"Feb 2007","subtitle":"Doyle Research Associates","title":"Senior Qualitative Research Consultant"}],"url":"https://www.linkedin.com/company/doyle-research-associates"},{"company":"The Marketing Workshop, Inc.","company_id":"the-marketing-workshop-inc-","location":"","positions":[{"description":"","duration":"May 1998 Feb 2007 8 years 10 months","duration_short":"8 years 10 months","end_date":"Feb 2007","start_date":"May 1998","subtitle":"The Marketing Workshop, Inc.","title":"Senior Moderator"}],"url":"https://www.linkedin.com/company/the-marketing-workshop-inc-"},{"company":"Elrick & Lavidge","company_id":null,"location":"","positions":[{"description":"","duration":"Sep 1991 May 1998 6 years 9 months","duration_short":"6 years 9 months","end_date":"May 1998","start_date":"Sep 1991","subtitle":"Elrick & Lavidge","title":"Senior Moderator"}],"url":""},{"company":"Moore & Symons","company_id":"moore-&-symons","location":"","positions":[{"description":"Managed quantitative research studies (e.g., designed questionnaires, monitored completions and quotas, analyzed data, wrote reports)","duration":"1988 1991 3 years","duration_short":"3 years","end_date":"1991","start_date":"1988","subtitle":"Moore & Symons","title":"Project Manager"}],"url":"https://www.linkedin.com/company/moore-&-symons"}]', '["“Jo-Ann has been a valued member of the Doyle Research team since 2007. Her research skills are excellent, and her commitment to growth and innovation are evident in every project she completes. Our clients appreciate her attention to detail, her ability to draw out the best from her respondents, and her well-organized, insightful reports. If I need to get a job done, I know I can count on Jo-Ann. If others on staff are busy, she is the first to volunteer to help out in whatever way is needed. And what employer doesn’t love an employee who turns in their expense reports on time?”","“Jo-Ann is a brilliant moderator with the right balance of marketing acumen and the ability to put respondents at ease. Her report wriiting is strategic and direct and she is quick on her feet.”"]']
User: ['Kristina Hernandez Eddy', 'A proven Marketing and Sales leader dedicated to seamless customer journeys and user experiences, Kristina Hernandez offers more than a decade of marketing, communications and operations experience including consulting on detail-sensitive information in digestible formats, executing the nitty gritty work when necessary, and auditing, analyzing, and optimizing a wide range of strategic and tactical initiatives to increase ROI for brands large and small. Through the development and execution of comprehensive marketing plans, branding efforts, organizational strategies, collateral creation, content strategies, thought leadership efforts, customer engagement techniques, social media, events, CRM database management and team coaching, Kristina leads organized, streamlined, and automated marketing and sales operations. Creating solid internal and external processes across departments, Kristina has brought together previously siloed teams. She constantly ensures customers are working at optimal levels, offering creative direction and recommendations based on data analysis. Kristina Hernandez brings an understanding of behavioral insight driven actions by prospects that lead to successful campaigns. Other areas she succeeds in include bringing in new techniques for driving consumer engagement. Using industry knowledge and her abundant experience in many verticals, Kristina Hernandez Eddy pieces together unique opportunities for her teams & clients. She’s known for seeing gaps within systems & processes, confidently attacking issues at the root of the problem. Her passion for networking & resourceful skills in prospecting, knowledge of proven strategies, personable attitude and professional abilities assist her in efforts to maximize results for clients and partners.', 'Offering Consulting & Project Management: Marketing, Sales, Tech, Advertising, Communications, Streamlined Processes/Procedures, Physical/Digital Events & Entertainment, Customer Journey Strategy, & Digital Footprints', 'KR1STNA Media', '[{"company":"KR1STNA Media","company_id":"kr1stnamedia","industry":"Marketing and Advertising","location":"Greater Philadelphia Area","positions":[{"description":"• Consult SMBs on best practices • Oversee strategy, performance, and evolution of all project efforts• Content creation, content strategy, product launches, and tracking progress of strategic initiatives• Partner with cross-functional teams and third party vendors to improve consumer engagement, consumer education, sales conversion rates, and optimization of campaigns• Guide efforts across channels (Organic, Social, Paid, Traditional, SEM, SEO, PR, Online Review Management, Global Exposure through Podcasts, Sponsorships, OOH, Billboards, Print, Digital, etc.) and shift spend to drive growth• Budgeting, design, strategy, planning, management, and optimization of print, media, photography and/or video production• Leverage data analytics and monitor KPIs to keep upper management informed• Identify, research and analyze new tools, channels, tactics, experiments, or ad hoc opportunities• Build relationships, negotiate terms, execute project management and account management• Recruiting, team building, employee contracting, etc.• Planning of Sustainable Events / Entertainment, including Special Events, Award Ceremonies, Themed Parties, Educational Events, Celebrity Appearances, Artist and Entertainer shows, awards, contests, prizes, incentives & promotions, etc.• Travel & Group Travel Planning• Serve as influential, educational Content Creator• Speaking / Professional CoachingAccomplishments:• Partnered with international entertainers & producers to sell unique live theatrical entertainment solutions to investors and talent buyers including hotels, resorts, cruise lines, destinations, arenas, stadiums, festivals & theaters worldwide.• Increased weekly event attendees by 300% over the course of 60 days for a nightlife entertainment company in Philadelphia, PA through paid advertising & social media engagement.• Developed multi-channel advertising system to leverage sponsorships for live events / podcasts. Sell sponsorships & branding opportunities.","duration":"Dec 2014 - Present 7 years 3 months","duration_short":"7 years 3 months","end_date":"Present","start_date":"Dec 2014","subtitle":"KR1STNA Media","title":"CEO, Business Consultant, Marketing Consultant, Fractional CMO, Project Manager"}],"url":"https://www.linkedin.com/company/kr1stnamedia"},{"company":"Harte Hanks","company_id":"hartehanks","location":null,"positions":[{"description":"• Ensures email marketing quality assurance for Fortune 500 companies and other large brands and businesses including but not limited to Bank of America, Lenovo, Bank of Oklahoma, Cisco, Flagship Biosciences, Iotics, Snap Kitchen, Sony & L\'Oréal.• Executes technically focused project management and team management of 5-10+ employees daily• Testing, analyzing, and consulting clients on HTML/CSS based on development recommendations• Execute team performance reviews, team reporting, and project data analysis• Streamline internal/external communication• Serve as the \\"gatekeeper\\" and process developer/manager for all Quality Assurance and Functional Team Proof related assignments related to detail-sensitive email, web, and digital development• Assist in hiring process for QA Specialists• Live training of 20+ clients and colleagues at a time on Quality Assurance best practices and procedures• Work remotely under minimal supervision• Assist in internal and external process development• Ensure custom tools are developed, updated and optimized as needed to assist team in work processes and procedures• Create SOPs, workflows, documentation, and video training• Host team meetings and review short-term and long-term progress on marketing campaigns","duration":"Mar 2018 - Present 4 years","duration_short":"4 years","end_date":"Present","start_date":"Mar 2018","subtitle":"Harte Hanks","title":"Quality Assurance Lead"},{"description":"Email Quality Assurance for client, Bank of America: Responsibilities include previous job responsibilities as a contractor, in addition to new tasks such as assisting in communication between client and internal teams, participating in processes outside of the Quality Assurance processes to ensure necessary tasks are completed.","duration":"May 2017 Mar 2018 11 months","duration_short":"11 months","end_date":"Mar 2018","start_date":"May 2017","subtitle":"Harte Hanks","title":"Quality Assurance Specialist"},{"description":"Email Quality Assurance for client, Bank of America: Responsibilities include input of HTML/CSS into systems to build out emails and run tests of those emails through a detail oriented Quality Assurance process. Complete improvement procedures like rendering tests through the use of professional email optimization tools: Litmus, Email on Acid, MailChimp, ExactTarget. Ensure that all emails are functioning properly and have the correct user experience on various devices (mobile and desktop). Coordinate with development teams to offer changes that should be made within HTML/CSS.","duration":"Nov 2016 May 2017 7 months","duration_short":"7 months","end_date":"May 2017","start_date":"Nov 2016","subtitle":"Harte Hanks","title":"Quality Assurance Specialist"}],"url":"https://www.linkedin.com/company/hartehanks"},{"company":"Sidecar","company_id":"sidecar","location":"Philadelphia, Pennsylvania, United States","positions":[{"description":"Full ownership of the marketing automation function including creation, tracking, and analysis of marketing and marketing-to-sales campaigns. Understand and communicate intricate technical tasks required to execute the measurement of all campaigns. Creation and optimization of all marketing related processes/procedures and reporting requirements. Identify communication and process gaps. Create new streamlined processes and procedures to bridge said gaps. Communicate and present big ideas. Encourage Salesforce best practices across teams.Initial projects included full audits of all tactics, automation rules, email templates, segmentation lists, fields, connections, mapping of fields, cadences, tracks, data connections, reports, dashboards, Marketing/SDR/AE/PM training across MarTech solutions including but not limited to WordPress, Pantheon, PathFactory, Pardot, Salesforce, SalesLoft, social media platforms, webinar platforms, podcast platforms, and more. Understand and work towards immediate goals and KPIs in multiple senses including Top-Line Revenue Growth, Profitability, New Customer Acquisition, Customer Retention & Loyalty, Merchandising & Inventory Control.","duration":"Aug 2021 Jan 2022 6 months","duration_short":"6 months","end_date":"Jan 2022","start_date":"Aug 2021","subtitle":"Sidecar","title":"Senior Manager Marketing Operations"}],"url":"https://www.linkedin.com/company/sidecar"},{"company":"Metricool","company_id":"metricool","location":"Greater Philadelphia","positions":[{"description":"Check out Metricool for Data Analysis, Social Media & Ad Management: http://mtr.cool/tqlamkUse coupon code for a 30-day free premium trial: kr1stnaWith the Metricool platform, leaders are able to save time & money by finding all their web & social media data on one platform. The lightweight yet robust platform combines real time as well as past time data across multiple platforms, offers branded reporting in under a minute, and helps professionals to plan & analyze posts and/or paid ads - ALL in one user-friendly platform. The platform also has a hashtag research tool that businesses love to utilize during projects focused on Trends and Thought Leadership. It has an offering to replace that \'LinkTree\' page everyone has on their IG these days. The Google Data Studio / Metricool connector allows you to make dashboards and obtain the social networks as a data source for: Facebook Ads, Google Ads, Instagram, Twitter, LinkedIn, etc. There are so many pluses for data-driven leaders with a platform like this to help manage the exponential number of tasks needed to be executed. We constantly upgrade the platform to include new cool features, as well.The Metricool audience consists of social media managers, marketing agencies, marketing specialists, business influencers, and marketing leaders of SMBs. Metricool had 600,000+ users in their database at time of service. Metricool was being used in 120 countries with the US being ranked at #5. The platform is a free tool with the option to upgrade to more advanced settings.As an international team of 22+ professionals based in 5 different countries, Metricool requested assistance from KR1STNA Media for influencer marketing services. In addition, consultations on US-based marketing best practices were introduced along with QA and proofing projects. To investigate Metricool further: http://mtr.cool/tqlamkUse coupon code for a 30-day free premium trial: kr1stna","duration":"Dec 2020 Apr 2021 5 months","duration_short":"5 months","end_date":"Apr 2021","start_date":"Dec 2020","subtitle":"Metricool","title":"Director of Marketing - US/CA"}],"url":"https://www.linkedin.com/company/metricool"},{"company":"A Fork On The Road","company_id":"a-fork-on-the-road-podcast-show-&-advertising-platform","location":"Greater Los Angeles Area","positions":[{"description":"Reach over 14M internationally! Audience is 50/50 male/female, affluent (HHI $100k+) and 60% self-classify as frequent travelers. Travel type: 35% business, 60% leisure, 95% are members of hotel & airline loyalty programs.#AFOTR is a partner of KR1STNA Media LLC and regularly reaches an audience of over 311k+ listeners and over 14M+ readers through syndication. As the Director of Sales & Marketing at A Fork On The Road, Kristina Hernandez developed an engaging advertising platform for the podcast show. She now works with A Fork On The Road in other ways through KR1STNA Media LLC, including selling the advertising opportunities and entertainment services while building strong relationships with businesses in travel, food/beverage, and events/entertainment. Hotels, resorts, suppliers and advertisers love our live-audience comedy, on-location broadcasted events, audio commercials and media buys. We develop partnerships with companies looking to build brand awareness and reach massive audiences on renowned platforms / networks.Together, KR1STNA Media LLC & A Fork On The Road lead advertisers to consumer engagement and success through events, audio/video commercials, digital media advertising & promotional sponsorship plans. Clients are featured on Huffington Post, iTunes, SoundCloud, Examiner, Herald de Paris, and other media outlets / publications.Other responsibilities Kristina achieves include full cycle marketing and sales project management for events, entertainment solutions, exposure on podcasts, blogs, and digital media channels. Experience in product and service development, media plans/buys, web creation, email marketing, contests & prize planning & execution, development of annual campaigns. Visit A Fork On The Road at:http://www.aforkontheroad.comContact me today to learn about broadcasted episode opportunities, live audience events, or media plans with A Fork On The Road.Email: info@kr1stna.comCall me: 856-266-7329","duration":"Oct 2015 Mar 2018 2 years 6 months","duration_short":"2 years 6 months","end_date":"Mar 2018","start_date":"Oct 2015","subtitle":"A Fork On The Road","title":"Director of Sales and Marketing"}],"url":"https://www.linkedin.com/company/a-fork-on-the-road-podcast-show-&-advertising-platform"},{"company":"Station Avenue Productions","company_id":"station-avenue-productions","location":"Greater Philadelphia Area","positions":[{"description":"We connect marketing and sales leaders with the stars of today to create unforgettable events. We offer international event and entertainment solutions, including event planning, event management, and talent such as celebrity hosts, comedians, and music artists.Responsibilities:o Sales and marketingo Content, design, and strategy for email marketing system (MailChimp)o Managed CRM administration and development (Salesforce)o Developed lead generation efforts and execute sales for event planning, event production, and event management services.o Assisted in event planning, event production, and event management initiatives.o Developed strategies to promote services including on social media.For assistance in your next event, email: info@kr1stna.com or call me at 856-266-7329","duration":"Jun 2015 Mar 2018 2 years 10 months","duration_short":"2 years 10 months","end_date":"Mar 2018","start_date":"Jun 2015","subtitle":"Station Avenue Productions","title":"Sales and Marketing Manager"}],"url":"https://www.linkedin.com/company/station-avenue-productions"},{"company":"Del Val Media","company_id":null,"location":"Greater Philadelphia Area","positions":[{"description":"Sales and Account Management for the Publishers of South Jersey Magazine, Suburban Life Magazine, Suburban Family Magazine, Philadelphia Life Magazine, South Jersey Biz Magazine, Philly Biz Magazine, House and Home Magazines, The Art of Living Well Magazines, SouthJersey.com and Buzzfire Digital Media Sales and Account Management for the Publishers of South Jersey Magazine, Suburban Life Magazine, Suburban Family Magazine, Philadelphia Life Magazine, South Jersey Biz Magazine, Philly Biz Magazine, House and Home Magazines, The Art of Living Well Magazines, SouthJersey.com and Buzzfire Digital Media","duration":"Sep 2016 Nov 2016 3 months","duration_short":"3 months","end_date":"Nov 2016","start_date":"Sep 2016","subtitle":"Del Val Media","title":"Advertising Sales Account Executive"}],"url":""},{"company":"PulseCX","company_id":"pulsecx","location":"Montgomeryville, Pennsylvania","positions":[{"description":"Short Term Project Assistance - Contractor Role:• Develop and implement a marketing plan to include print, digital, and social media advertising, accompanied by a method of tracking and reporting.• Work closely with internal and external teams related to marketing materials and campaigns• Create, manage and implement all media and marketing campaigns• Maintain internal and external communication databases• Write and distribute communications with internal and external teams• Develop new partnerships and maintaining strong industry relationships• Oversee and manage marketing endeavors• Develop and implement all marketing and advertising projects• Social Media o Develop, implement, and promote social media posts o Enhance social media outlets and opportunities to maintain communication and build fan base o Track and analyze website and social media performance","duration":"Apr 2016 May 2016 2 months","duration_short":"2 months","end_date":"May 2016","start_date":"Apr 2016","subtitle":"PulseCX","title":"Media Marketing Manager"}],"url":"https://www.linkedin.com/company/pulsecx"},{"company":"CompuData Inc.","company_id":"compudata-inc","location":"Greater Philadelphia Area","positions":[{"description":"o Administration and development of Salesforce instance.o Recruitment of Salesforce Developer.o Executed Marketing to Sales automation in Salesforce, HubSpot, MailChimp.o Developed sales, marketing, and technology related strategies. o Increased email marketing results over the course of three months (opens by 256.36% and clicks by 133.96%). o Administration and development of Salesforce instance.o Recruitment of Salesforce Developer.o Executed Marketing to Sales automation in Salesforce, HubSpot, MailChimp.o Developed sales, marketing, and technology related strategies. o Increased email marketing results over the course of three months (opens by 256.36% and clicks by 133.96%).","duration":"Dec 2014 Oct 2015 11 months","duration_short":"11 months","end_date":"Oct 2015","start_date":"Dec 2014","subtitle":"CompuData Inc.","title":"Salesforce Administrator; Sales and Marketing Manager, Email Marketing Operations"}],"url":"https://www.linkedin.com/company/compudata-inc"},{"company":"travAlliancemedia","company_id":"travalliance","location":null,"positions":[{"description":"Short Term Consulting & Training - Freelance Contractor Role: Assisted in media production efforts and team training.","duration":"Nov 2014 Jan 2015 3 months","duration_short":"3 months","end_date":"Jan 2015","start_date":"Nov 2014","subtitle":"travAlliancemedia","title":"Digital Media Consultant"},{"description":"Working at travAlliancemedia, Kristina Hernandez planned media for renowned clients, such as: Disney, Princess Cruises, United Airlines, Mexico Tourism Board, among other big names. The sales team and the clients depended on the knowledge and expertise in media Kristina would use to develop content strategy and tactical approaches for media buys. With a strategic mind and excellent presentation skills, Kristina understands detail oriented deliverables and media KPIs, offering a wonderful ability in building on creative ideas and developing strong, long-lasting relationships with clients. o Managed digital media for TravelPulse and web products of international travel news and media advertising company, travAlliancemediao Covered media planning, scheduling, and buy consultations, ad trafficking (DFA, DART, Atlas, etc.), report creation and analysis for Fortune500 client campaigns, HTML coding.o Organized deliverables and information in system tools (i.e., CRM, CMS, SharePoint, Salesforce, and OpenX). o Coordinated print and digital media for Agent@Home and Vacation Agent Magazines. o Oversaw projects including live and digital events, content copywriting, administration, task delegation, research, database and platform technical support. o Created documents and sales collateral, proposals and agreements, presentations and marketing tools, and analyzed detailed reports. o Served as support for clients, sales, and other cross functional departments. Raised retention/growth rates with existing client base. o Responsible for effectively guiding projects, ensuring efficiency and timely completion.o Received recognition from company\'s president for managing communications, materials, and internal/external processes for the 2013 Luxury Expo, which, at the time, was the most successful virtual event that the company had launched.","duration":"Apr 2013 Nov 2014 1 year 8 months","duration_short":"1 year 8 months","end_date":"Nov 2014","start_date":"Apr 2013","subtitle":"travAlliancemedia","title":"Sales and Marketing Administrator; Digital Media Advertising Manager"}],"url":"https://www.linkedin.com/company/travalliance"}]', '["LinkedIn User “Kristina is a highly creative, critical thinking marketing professional. It was a pleasure to work with her in a collaborative capacity at Sidecar. She made an immediate impact upon starting, working closely with the marketing, sales, and customer strategy teams to deliver a holistic view of the company’s Salesforce and Pardot campaigns. Her enthusiasm for marketing and social media initiatives is unmatched, and she would be an asset to any company.”","Patrick Moynahan “Kristina and I had the pleasure of working together during our time at Sidecar. As someone who has built and led many Marketing Operations teams, Kristina is one of the most diligent and meticulous Marketing Operations professionals I have had the honor of managing in my more than 15 years. Her drive and dedication to the company and our team allowed us to elevate our marketing function which provided us the ability to meet and exceed our goals. Kristina was instrumental in improving upon a well-developed marketing automation instance (Pardot) as well as CRM (Salesforce), which allowed our team to refine our reporting and tracking processes, as well as align closer to our revenue targets. These processes included but were not limited to MQL/SAL delivery, campaign execution and tracking, full-funnel marketing reporting, sales enablement, as well as a multitude of other areas. I would be so fortunate to work with Kristina again if given the opportunity.”","Ellen Harvey “Kristina brought a ton of positivity and enthusiasm to her role at Sidecar. She quickly understood our existing systems and identified several ways that we could improve our Salesforce organization and processes. She worked closely with other team members to understand our challenges and how her role could better support us. She was always looking for improvements and open to new ideas. She\'s an incredibly hardworking person and will be an asset to any marketing team!”","Ray Eastburn “Kristina was an absolute joy to have as a fellow team member. As I started at Sidecar, Kristina really helped me feel welcomed and was always available for support. The key thing I can say about Kristina, is that she truly is a team player. In any meetings or conversations I\'ve had with Kristina, she is always sure to make herself available to anyone who may need help, guidance, or a second set of eyes on something.”","Janelle Kozyra “Kristina joined the Sidecar marketing team at a point when the department was mature. While many professionals might be overwhelmed and unsure where to start, Kristina confidently began aligning with the marketing team, understanding the goals at hand, the successes achieved to date, and the challenges that lie ahead. I\'m impressed by the amount of thought she brings to everything she handles, while operating at the rapid pace required for a fast-growing organization. Kristina shows genuine care for her work and for her team.”","Nicole Pawluk “Kristina is an absolute joy to work with. She is very buttoned up and client oriented, and I can rest assured that any project I work with her on will run smoothly. Kristina is very generous with her knowledge, and when I had the opportunity to work with her on some new business projects outside of our traditional arena she brought some great thinking and energy to make our efforts more successful. And this may sound trivial, but it\'s really important when we\'re in the thick of a stressful project: she\'s composed and nice to work with; a true partner and strong team member.”","Emily Riera “I have had the pleasure of working with Kristina at Harte Hanks and have truly enjoyed having her as a teammate. Kristina\'s attention to detail and prompt responses to questions and client concerns are really appreciated in our line of work, since the clock is always ticking towards daily deadlines. Kristina always says \\"Thank you\\" to her team when they complete tasks as a polite way to acknowledge their completed work. Thank you for always being a supportive team player with a \\"can-do\\" attitude! ”","N. Sam Pettinati “Kristina and I had the pleasure of working together on a few key projects in Salesforce and Tableau. I enjoyed how eager to learn Kristina was on all of the nitty gritty details, and how quick she was to pick everything up! I\'m excited to see how she uses her skills to progress the previously outdated strategies into new and improved systems for better data tracking and reporting. ”","Liviu Botez “Working with Kristina as we speak, collaborating on the QA process we have for some of our major clients, where she\'s doing an excellent job in both client and team communication, professionally assembling all the pieces of the project, playing a crucial role in the entire chain of email development. She is great to work with and very knowledgeable!”","Judy Loeb “Kristina is an absolute pleasure to work with! As part of a team she is energetic, creative and reliable! She is supportive of ideas and of other team members. Kristina has a great eye for design and stellar communication skills.”","Melissa Caston “It has been my pleasure over the years to work with Kristina. Kristina is an excellent manager of the digital delivery quality assurance team. She is organized, collaborative and always takes her team’s voice into consideration. Kristina works tirelessly to deliver quality work. Her customers appreciate her attention to detail and efficient approach to getting things done. At the end of the day, Kristina is a trusted partner who makes decisions in the best interest of both her clients and her team members. ”","Grace Omonua “Kristina has very good communication skills I have seen her work first hand and she is good at what she does. I recommend anyone to hire her ”","Isabel Romero “Kristina es una mujer apasionada por el marketing y con una capacidad de trabajo brutal, no ve problemas solo oportunidades. Además es capaz de medir y mostrar con datos todo su trabajo. Se integra como un guante al equipo y siempre tiene una actitud positiva. It was a pleasure work with Kristina ”","Dana Adams “The last mile of delivery in all our work is critical to the success of our clients. Kristina is among the heroes on our team -- more often out of sight -- who are the bastion of quality for our clients\' programs. Extremely diligent, full of passion for the work and driven, Kristina helps us continuously up the game in our digital communications as they become increasingly more complex and dynamic. While out of the spotlight, Kristina isn\'t a hidden figure at all. She brings great passion and optimism to the spirit of the company and participates in making Harte Hanks a better place to work for her teammates. Bottom line: she\'s a positive person, naturally curious, and she engages in what matters. As a leader at the company, I\'m confident in the Harte Hanks promise because I know Kristina is vigilantly guarding the wall of quality. Kristina has great promise to continue to grow at Harte Hanks, and I am looking forward to seeing her elevate and bring her brand of positive leadership as we drive the business forward. It\'s a privilege to be on her team.”","Megan Fugalli “Kristina is a highly-skilled consultant that provides well-organized and detailed content for my business. I have been lucky to connect with her and learn from her expertise. She is great to work with and very knowledgable! ”","Brian Greenberg “Social media is the buzzword and everyone knows that is an extremely effective way to reach your customers and expand your business. Unfortunately, there is no license that certifies who is qualified to guide you to plan and make an effective campaign and track your activity so you can realize these opportunities. Through a client referral, I was fortunate to have Kristina reach out to me for business advice and I in turn discovered how skilled, knowledgeable and efficient she is in her command of social media. I now have a campaign that I know is well targeted and constantly monitored for its success. I am looking forward to growing thru social media with Kristina\'s extremely capable guidance.”","Andrea Smego “I had the pleasure of working with Kristina for several years. She has always been very detail-oriented, committed to her work and the first to offer help to others as needed. She excels at quality control and project management as well. Her determination and hard work ethic would be an asset to any company. ”","Farid Herea “A great Team Leader! During my experience with Kristina, I have noticed, most of all, her communication skills and by that I refer to her ability to find the best words to address every type of audience in various scenarios. A real professional when it comes to business process description, working with multiple remote teams, planning presentations, process improvement, managing tasks and the list keeps going.”","Amy Watterson “Kristina is not only a pleasure to work with, but is extremely detail-oriented, dependable and hard-working. She is truly a team player, and easily establishes strong working relationships with her peers. Her knowledge of email development and her attention to detail during the QA process are unsurpassed. Kristina has an innate ability to spot errors and flaws, and is not afraid to stop the process or ask questions when something doesn’t look right. And she does it all with a professional, positive and enthusiastic attitude. Kristina would be an asset to any team lucky enough to have her.”","Marx Benzon “A highly recommended individual! Work ethics and dedication is nothing short of excellent! Attention to detail is second to none. I love working with Kristina, she makes my job a little less stressing. ”","Marie Alonso “Kristina is an absolute asset to any organization. She brings not only creativity, inspiration, energy, professionalism, dedication and marketing savvy, but also strong team skills that contribute greatly to sales, marketing, business development, branding, communications campaigns, social media messaging and more. It was a joy to work with Kristina and I would strongly recommend her. ”","Andrew Hansen “Kristina brings a combination of professionalism and passion to her work that is refreshing, and an inspiration to others. During our brief time working together, she demonstrated time and again a willingness to roll up her sleeves to tackle any challenge and adapt to any demand. She also brought much-needed organization to a team that was running short-staffed. She is a pleasure to work with, a source of great ideas, and truly dedicated to excellence in her work.”","Michael Kostinas “We are in the process of running a Golf Tournament and Spa Day as a fundraiser for Sheltered Yoga, a 501(c)(3) nonprofit organization and put together a event committee made up of business people from the Greater Philadelphia community. Kristina, was very happy to volunteer and offer her time and knowledge to helping make this event successful. Kristina has been very involved with getting both our printed material together for the event as well as getting our information out through the various social media avenues. She regularly give her time to attend committee meetings and has meaningful input into helping make this event a success.”","Sharon Eddy “Kristina is an out-of-the box thinker. She has the ability to see the Forest not just the tree. The big picture is what she goes for and how she can take the task at hand, use her resources, experience, and know-how, to create and end result that is much more successful than otherwise imagined. She is an amazing team player, excellent in customer relations, willing to learn all about the project at hand, then with absolute dedication and true concern, makes any project she works on her personal goal to achieve the absolute best end result possible! She is a pleasure to work with in any situation!”","Tiffany V. Butler “I\'ve had the pleasure of working with Kristina over the last 2 years, and she is an exceptional talent. Her communication skills and patience are unparalleled; coupled with her marketing savvy she is a powerhouse. Kristina manages to exceed expectations with every project. I welcome the opportunity to work with Kristina again.”"]']### Assistant: The agent's job is to consult on marketing and sales strategies, and today, the agent is reaching out to the user because they need assistance in developing a comprehensive marketing plan and optimizing their digital footprint for increased brand ROI.
|
### Human: Agent: ['Melissa Perry', 'I am a Data Science and Analytics leader with a proven track record of architecting systems that help companies find hidden value in chaotic, disparate data sources. My specialty is working in organizations performing complex, digital transformation efforts. My approach includes listening intently for opportunities to deliver value to my customers, building data fluency in those around me, and designing systems that sustain beyond my tenure.My passion for data starts with my love for languages and human exchange. I started my career collecting and managing data for problem solving, and later progressed to storytelling with data to drive effective action. Building on my economics background, I am earning a Master’s in Data Science so that I can help organizations predict, prescribe, and automate actions that help optimize cost and maximize customer value.I’m interested in connecting to learn what problems you are trying to solve, and what I may offer to help you along the way. Connecting and impacting people, after all, is what drives me to do my best work. Specialties: Data Strategy, Data Warehousing, Data Visualization, Advanced Analytics, Business Intelligence, Data Mining and Machine Learning, Mentoring and Coaching, Leadership, Influencing Others without Direct Authority, Problem Solving, Management, Project Management, Leadership, People Management, Communicating about Data, Automotive, Operations, Telecommunications, Cell Sites, Tableau, R, Python', 'Senior Manager, E-Commerce Analytics at Peloton Interactive', 'Peloton Interactive', '[{"company":"Peloton Interactive","company_id":"peloton-interactive-","industry":"Health, Wellness and Fitness","location":"Dallas-Fort Worth Metroplex","positions":[{"description":"","duration":"Feb 2021 - Present 9 months","duration_short":"9 months","end_date":"Present","start_date":"Feb 2021","subtitle":"Peloton Interactive","title":"Senior Manager, E-Commerce Analytics"}],"url":"https://www.linkedin.com/company/peloton-interactive-"},{"company":"U.S. Cellular","company_id":"uscellular","location":null,"positions":[{"description":"In this phase of my work, I architected a data mart that provided leadership and associates with insights on the total cost of network site maintenance and repair, which combined and curated data from 4 disparate operational tracking systems. I influenced and enabled 20+ leaders and associates to take advantage of the data mart by adopting visual analytics techniques to make decisions, transforming their previous laborious approaches. I also took leadership opportunities to influence strategy and direction for my immediate Analytics and Automation team as well as the broader cohort of 50+ data professionals. Areas of influence include analytics lifecycle processes, data storytelling, and data governance, all in support of building team competencies to support Artificial Intelligence use cases in production.","duration":"May 2020 Jan 2021 9 months","duration_short":"9 months","end_date":"Jan 2021","start_date":"May 2020","subtitle":"U.S. Cellular","title":"Senior Analytics Engineer"},{"description":"US Cellular\'s field operations team, which manages the nation\'s network of ~7000 cell towers, was beginning to use data to work smarter, not harder. In this role, I repeatedly identified and implemented solutions to reduce wasted effort, which included replacing non-actionable microwave tickets with statistical anomaly detection methods, helping managers reallocate $100,000+ in labor resources. I educated management to build their data fluency through targeted workshops, and provided insights and recommendations in a strategic planning effort designed to reallocate and transform workforce effort for the future 5G technology landscape.","duration":"Nov 2017 May 2020 2 years 7 months","duration_short":"2 years 7 months","end_date":"May 2020","start_date":"Nov 2017","subtitle":"U.S. Cellular","title":"Analytics Engineer- Access Operations"}],"url":"https://www.linkedin.com/company/uscellular"},{"company":"Seeding Success","company_id":"seeding-success","location":null,"positions":[{"description":"Seeding Success was growing its technology infrastructure to double the capacity (5,000 students across 25 partner organization), and I developed my skills to meet those needs. I managed a team of software developers to write a web application called MemphisReads.org to collect and manage student information and automate the matching process to school district data. Further, I developed and shared automated business intelligence reports in Tableau Server with community partners. I regularly convened Data Team meetings with representatives from the 25 partners to increase data literacy and the capacity to plan and implement effective actions to support students using the data. I mentored and coached 8 other analysts as the team grew and directly managed one technical assistant.","duration":"Jun 2015 Nov 2017 2 years 6 months","duration_short":"2 years 6 months","end_date":"Nov 2017","start_date":"Jun 2015","subtitle":"Seeding Success","title":"Business Analyst (Business Intelligence Systems Analyst, Tableau Server Administrator)"},{"description":"Seeding Success is a small non-profit firm on a mission to connect community partners (like Boys and Girls Club and the YMCA) with data about students to help improve educational outcomes. I designed the systems and processes that would make that mission a reality. Key success factors were collecting and normalizing 2500 students\' identifying information, a mechanism to link students to education data from 2 large municipal school districts, all while protecting their rights under the Family Education Rights and Privacy Act (FERPA). In this 10 month fellowship, I built a prototype system to on-board 10 community partners to receive Seeding Success\' very first reports on school Attendance, Behavior, and Course Performance.","duration":"Jul 2014 Jun 2015 1 year","duration_short":"1 year","end_date":"Jun 2015","start_date":"Jul 2014","subtitle":"Seeding Success","title":"Data Analyst, Education Pioneers Analyst Fellow"}],"url":"https://www.linkedin.com/company/seeding-success"},{"company":"Toyota Motor Engineering and Manufacturing North America, Inc.","company_id":null,"location":"","positions":[{"description":"Toyota\'s Supplier Relations group provided me the opportunity to collect, manage, and analyze data from its diverse supplier base through several strategic requests. Whether it was data about automotive parts materials composition for regulatory compliance or country of origin for free trade agreement classification, I repeatedly worked with 400 suppliers to communicate, collect and organize 100% of strategic data to help Toyota meet its regulatory compliance objectives. This role opened my eyes to data management practices that produced clean, usable data for decision-making.","duration":"Jun 2012 Jul 2014 2 years 2 months","duration_short":"2 years 2 months","end_date":"Jul 2014","start_date":"Jun 2012","subtitle":"Toyota Motor Engineering and Manufacturing North America, Inc.","title":"Purchasing Specialist, Supplier Relations"}],"url":""}]', '["Cal Johnson “I had the pleasure of working as Melissa\'s teammate for three years. Melissa was key in our team\'s successes by ensuring that her analyses reduced noise and increased signal, giving her stakeholders previously unseen opportunities to focus on what they needed to know to make more informed business decisions. Melissa is excellent in establishing strong working relationships through trust and credibility with her team and her stakeholders. This trust allows her to communicate recommendations more effectively to decision makers. I was always impressed with Melissa\'s ability to take disparate and very often untidy data and turn it into meaningful actions. Melissa would make a solid addition to any data science team, and I am envious of anyone that has the opportunity to continue working alongside or for her.”","Catherine Joyce “Melissa is, simply, one of strongest individuals I have had the privilege to work with in my career. Her methodological work, and thinking make her an ideal colleague. Melissa is theoretically engaged, empirically grounded, and has a laser-sharp focus on results. She has the capacity to accomplished impressive results under enormous constraints. Her technical skills are equally matched with an aptitude for client centered service. Melissa’s thought partnership, and council have been sought after by colleagues across the country. ”"]']
User: ['Beth Harris, CMP', 'Specialties: Event & Meeting planning, high-profile client management, relationship building', 'Senior Event Manager, CMP', 'IHI', '[{"company":"IHI","company_id":"ihi","industry":"Hospital & Health Care","location":null,"positions":[{"description":"","duration":"May 2017 - Present 4 years 3 months","duration_short":"4 years 3 months","end_date":"Present","start_date":"May 2017","subtitle":"IHI","title":"Senior Event Manager"},{"description":"","duration":"May 2012 May 2017 5 years 1 month","duration_short":"5 years 1 month","end_date":"May 2017","start_date":"May 2012","subtitle":"Institute for Healthcare Improvement","title":"Event Manager"},{"description":"IHI partners with healthcare providers and leaders throughout the world to guarantee safe and effective healthcare, and strive for continuous improvement in the field. Our programs are designed to enable committed individuals and organizations to innovate together, share knowledge, and collaborate on the rewarding work of improving health and health care.For more information on upcoming seminars & conferences, go to www.ihi.org/offerings","duration":"Sep 2011 May 2012 9 months","duration_short":"9 months","end_date":"May 2012","start_date":"Sep 2011","subtitle":"Institute for Healthcare Improvement","title":"Event Coordinator"}],"url":"https://www.linkedin.com/company/ihi"},{"company":"CFO Publishing","company_id":null,"location":"","positions":[{"description":"CFO Conferences produces educational and networking conferences & exhibitions for senior finance executives. Speakers include the CFOs of major corporations as well as thought leaders in management, strategy, and innovation.","duration":"Sep 2010 Sep 2011 1 year 1 month","duration_short":"1 year 1 month","end_date":"Sep 2011","start_date":"Sep 2010","subtitle":"CFO Publishing","title":"Event Specialist"}],"url":""},{"company":"Metro International","company_id":"metro-world-news","location":"","positions":[{"description":"Metro is a free daily newspaper published in more than 100 major cities across Europe, North & South America and Asia . Metro has a unique global reach — attracting a young, active, well-educated Metropolitan audience of more than 20 million daily readers.","duration":"2009 2010 1 year","duration_short":"1 year","end_date":"2010","start_date":"2009","subtitle":"Metro International","title":"Marketing & Sales Coordinator"}],"url":"https://www.linkedin.com/company/metro-world-news"},{"company":"Collective Brands, Inc.","company_id":"collective-brands-inc.","location":"","positions":[{"description":"Collective Brands Performance + Lifestyle Group is a leading provider of iconic performance and lifestyle brands, including Saucony®, Sperry Top-Sider®, Keds®, and Stride Rite®.","duration":"2008 2009 1 year","duration_short":"1 year","end_date":"2009","start_date":"2008","subtitle":"Collective Brands, Inc.","title":"Brand Marketing and Public Relations Intern: Stride Rite Children\'s Group"}],"url":"https://www.linkedin.com/company/collective-brands-inc."},{"company":"EMC","company_id":"dellemc","location":"","positions":[{"description":"","duration":"Jun 2008 Aug 2008 3 months","duration_short":"3 months","end_date":"Aug 2008","start_date":"Jun 2008","subtitle":"EMC","title":"Public Relations Intern"}],"url":"https://www.linkedin.com/company/dellemc"}]', '["“Beth is wonderful to work with at IHI. Over the years, I\'ve observed her move large events with 5000 people or more from ideation to completion without missing a detail. She\'s a leader demonstrating grace, care and effectiveness. I hope to learn from her as much as possible because her success list is the length of a dissertation. I\'m fortunate to call her colleague. ”","“I was so fortunate to be able to work with Beth during my time at IHI. She is an incredible event manager - on event feedback forms, attendees and VIPs frequently commented on Beth\'s professionalism, accessibility, and helpfulness during pre-planning and on the day of the event. She is creative and extremely detail-oriented, which contributes to her effectiveness as a manager. Personally, she is a joy to work with and brings endless energy and enthusiasm to the team. I would jump at the opportunity to work with Beth in the future.”"]']### Assistant: The agent's job is to connect and learn about the problems the user is trying to solve in order to offer assistance, and today the agent is reaching out to the user to explore potential collaboration opportunities in leveraging data analytics for improving healthcare event planning and management.
|
### Human: Agent: ['Staci Miller Charlton', 'Staci Charlton is a seasoned marketing professional, with 20 years of experience in advertising, marketing communications and public relations. Staci received a Bachelor of Science in Journalism from the University of Kansas.Specialties: Advertising | Marketing | Public Relations | Budget Management | Writing', 'Director of Marketing at Sunflower Electric Supply, Inc', 'Sunflower Electric Supply, Inc.', '[{"company":"Sunflower Electric Supply, Inc.","company_id":null,"location":"Hutchinson, KS","positions":[{"description":"","duration":"2018 - Present 3 years","duration_short":"3 years","end_date":"Present","start_date":"2018","subtitle":"Sunflower Electric Supply, Inc.","title":"Director of Marketing"}],"url":""},{"company":"Sprint","company_id":"sprint","location":null,"positions":[{"description":"Overland Park, KS","duration":"2005 2018 13 years","duration_short":"13 years","end_date":"2018","start_date":"2005","subtitle":"Sprint","title":"Marketing Communications Manager"},{"description":"Overland Park, KS","duration":"2003 2005 2 years","duration_short":"2 years","end_date":"2005","start_date":"2003","subtitle":"Sprint","title":"Planning & Integration Specialist"}],"url":"https://www.linkedin.com/company/sprint"},{"company":"SJ Communications","company_id":null,"location":"","positions":[{"description":"Los Angeles, CA Los Angeles, CA","duration":"2002 2003 1 year","duration_short":"1 year","end_date":"2003","start_date":"2002","subtitle":"SJ Communications","title":"Account Supervisor"}],"url":""},{"company":"16 Penny Scenery & Props","company_id":null,"location":"","positions":[{"description":"Hollywood, CA Hollywood, CA","duration":"2001 2002 1 year","duration_short":"1 year","end_date":"2002","start_date":"2001","subtitle":"16 Penny Scenery & Props","title":"Director of Marketing"}],"url":""},{"company":"GCI Group","company_id":"gci-group","location":"","positions":[{"description":"Los Angeles, CA Los Angeles, CA","duration":"2000 2001 1 year","duration_short":"1 year","end_date":"2001","start_date":"2000","subtitle":"GCI Group","title":"Senior Account Executive"}],"url":"https://www.linkedin.com/company/gci-group"},{"company":"The Bohle Company","company_id":"the-bohle-company","location":"","positions":[{"description":"Los Angeles, CA Los Angeles, CA","duration":"1998 2000 2 years","duration_short":"2 years","end_date":"2000","start_date":"1998","subtitle":"The Bohle Company","title":"Account Executive"}],"url":"https://www.linkedin.com/company/the-bohle-company"}]', '["Jim Nugent “Staci was an absolutely priceless resource for the Field Marketing team at Sprint. Staci exhibited a consistent ability to seamlessly prioritize numerous workstreams across multiple markets within an incredibly dynamic and fast paced promotional schedule. Most importantly, her attitude toward everyone she worked with was persistently positive and supportive regardless of the situation or time crunch. Staci was an absolute joy to work with and would be a strong asset for any company looking for a seasoned marketing professional. ”","Krysty O\'Quinn Ronchetti “I had the pleasure of working with Staci at The Bohle Company and was impressed with her hard working attitude and creative abilities that when I started SJ Communications I knew she would be my first hire. Staci is a top notch communications specialist who is extremely skilled at managing both large and small projects. She is innovative, analytical, experienced and level-headed. She understands both the consumer and tech business, identifies clients key messages and goals and works quickly and effectively to make those goals happen. She is a team player, is accountable. loyal and so honest. Personally, I found her an absolute joy to work with. Every client we worked with loved her. She has a great reputation in the industry and is highly regarded by her peers. I would hire Staci in a heartbeat. Any team or company that has her on their team is lucky.”"]']
User: ['Bill Alverson', 'Branding and Marketing Specialist, Helpdesk/IT Professional.Specialties: Marketing, Typography, Branding, Photography, HelpDesk/IT Professional', 'Creative, Marketer, Builder', 'magnate616', '[{"company":"magnate616","company_id":null,"location":"Grand Rapids, Michigan","positions":[{"description":"Owner Owner","duration":"Jun 2009 - Present 12 years 4 months","duration_short":"12 years 4 months","end_date":"Present","start_date":"Jun 2009","subtitle":"magnate616","title":"Freelance Graphic Designer"}],"url":""},{"company":"Metal Tech Building Specialists","company_id":"metal-tech-building-specialists","location":"Grand Rapids, Michigan","positions":[{"description":"","duration":"Feb 2019 Feb 2021 2 years 1 month","duration_short":"2 years 1 month","end_date":"Feb 2021","start_date":"Feb 2019","subtitle":"Metal Tech Building Specialists","title":"Commercial Builder"}],"url":"https://www.linkedin.com/company/metal-tech-building-specialists"},{"company":"Xanadu","company_id":null,"location":"","positions":[{"description":"Account Management strategy with data driven approach for adoption strategy, communication plan, on-boarding mechanism and account development.Drive sales along with various marketing programs under the responsibility, while providing engaging information to the affiliate partners.Develop strong relationships and work collaboratively with leadership to achieve shared goals. Maximize opportunities identified through collaboration with product category teams.Continue to use Graphic Design knowledge, experience and talent. Fluent in Photoshop, Illustrator, Indesign as well as much of the Adobe SuiteWork closely with technology teams, in areas of Consumer Marketing, Mobile, and Website Platform. Making sure companys’ infrastructure, architecture, and site features support and enhance the effectiveness of our Consumer Marketing team’s programsPerformance measurement, results reporting, and scorecard management on an ongoing basisDevelop new business partnership affiliate opportunities with mobile operators, OEM’s, entertainment & content providersManage all aspects of affiliate network, and individual affiliate relationshipsManage affiliate merchandising program development; banners, email, placements","duration":"Jan 2017 Jan 2019 2 years 1 month","duration_short":"2 years 1 month","end_date":"Jan 2019","start_date":"Jan 2017","subtitle":"Xanadu","title":"Affiliate Marketing Manager"}],"url":""},{"company":"Houlihan\'s Restaurants, Inc.","company_id":"houlihan%27s-restaurants-inc-","location":"Grand Rapids","positions":[{"description":"Master of Customer Service, Face to Face Marketing and Sales. I made our guest dining an experience, not just a meal, which gives me a great sense of accomplishment. As a result of my approach to each and every gues I quickly took on a lead role in the front of the house. Master of Customer Service, Face to Face Marketing and Sales. I made our guest dining an experience, not just a meal, which gives me a great sense of accomplishment. As a result of my approach to each and every gues I quickly took on a lead role in the front of the house.","duration":"Sep 2015 Apr 2018 2 years 8 months","duration_short":"2 years 8 months","end_date":"Apr 2018","start_date":"Sep 2015","subtitle":"Houlihan\'s Restaurants, Inc.","title":"Lead Server"}],"url":"https://www.linkedin.com/company/houlihan%27s-restaurants-inc-"},{"company":"Baudville Brands","company_id":"baudville-brands","location":"Greater Grand Rapids, Michigan Area","positions":[{"description":"My department works directly with all four of our companies. I smoothed the artistic transition from customer relations, sales and design to production as it pertains to each industry of Baudville Brands. I schooled new artists with an intense thorough training of our processes and techniques. I was a trusted knowledge source with my coworkers from production methods, design choices and technical problem solving. A number of my ideas were implemented and developed for a more efficient work flow in our department, As a result we streamlined our processes and setup a standard of artistic and process guidelines to keep our team one cohesive unit.I exceeded the needs of our customers by working directly with our Sales Department, day in and day out. I was a trusted creative for marketing materials for prospective and newly launched clients to Recognation with the tightest of deadlines, and over the years, thousands of artistic layouts for trophies and other brand specific products to give customers gifts that truly represent their company.As the Baudville Brands in-house designer, I collaborated with a group of writers, photographers and editors within our company to design our magazine “The Po!nt.”","duration":"Feb 2012 Dec 2016 4 years 11 months","duration_short":"4 years 11 months","end_date":"Dec 2016","start_date":"Feb 2012","subtitle":"Baudville Brands","title":"Graphic Designer / Production Artist"}],"url":"https://www.linkedin.com/company/baudville-brands"},{"company":"New Wave Marketing","company_id":null,"location":"Walker, Mi","positions":[{"description":"Webmaster/Adbuilder for startup company. Webmaster/Adbuilder for startup company.","duration":"Jan 2011 Jun 2011 6 months","duration_short":"6 months","end_date":"Jun 2011","start_date":"Jan 2011","subtitle":"New Wave Marketing","title":"Graphic Designer"}],"url":""},{"company":"Leo\'s","company_id":"leo%27s","location":"Greater Grand Rapids, Michigan Area","positions":[{"description":"","duration":"Oct 2010 May 2011 8 months","duration_short":"8 months","end_date":"May 2011","start_date":"Oct 2010","subtitle":"Leo\'s","title":"Server"}],"url":"https://www.linkedin.com/company/leo%27s"},{"company":"Charleys Crab","company_id":"charleys-crab","location":"Greater Grand Rapids, Michigan Area","positions":[{"description":"","duration":"May 2009 Oct 2010 1 year 6 months","duration_short":"1 year 6 months","end_date":"Oct 2010","start_date":"May 2009","subtitle":"Charleys Crab","title":"Lead Server"}],"url":"https://www.linkedin.com/company/charleys-crab"},{"company":"The Flint Institute of Arts","company_id":null,"location":"","positions":[{"description":"I was given the freedom to explore solutions to design problems on my own as well as gaining great experience in production work in various divisions of the FIA. Intern responsibilities included monthly calendar posters and weekly film flyers for the FIA theater films. My internship gave me a real look into the inner workings of an art department.Job responsibilities included attending development and college town membership meetings, all website updating for the museum and art school, enews for exhibitions, lectures, art school exhibitions and workshops. I also continued the monthly calendar posters, weekly flyers and weekly enews for FIA theatre films. At the FIA I learned much about the production aspect of the graphic design and how to challenge myself in the day-to-day operations.","duration":"May 2007 May 2009 2 years 1 month","duration_short":"2 years 1 month","end_date":"May 2009","start_date":"May 2007","subtitle":"The Flint Institute of Arts","title":"Intern / Jr. Graphic Designer"}],"url":""},{"company":"Caliber Construction","company_id":null,"location":"Birch Run, Michigan","positions":[{"description":"As a crew leader with Caliber Construction, I was trusted to coordinate laborers on the job site, lay out work from plans and kept people on task throughout each day. During my time with Caliber and I traveled all over Michigan working on specialty projects from custom homes to sailboat barns, exterior cottage to indoor kitchen remodels. From concrete to shingles, building from the ground up, I’ve had a hand in about every aspect of residential construction during my time as a carpenter. As a crew leader with Caliber Construction, I was trusted to coordinate laborers on the job site, lay out work from plans and kept people on task throughout each day. During my time with Caliber and I traveled all over Michigan working on specialty projects from custom homes to sailboat barns, exterior cottage to indoor kitchen remodels. From concrete to shingles, building from the ground up, I’ve had a hand in about every aspect of residential construction during my time as a carpenter.","duration":"Feb 2000 Oct 2007 7 years 9 months","duration_short":"7 years 9 months","end_date":"Oct 2007","start_date":"Feb 2000","subtitle":"Caliber Construction","title":"Builder - Crew Leader"}],"url":""}]', '["WENDALL MATSON “I have personally know Bill Alverson for many years in several capacities. Bill worked for my construction company for several years as a crew leader and during that time was one of my best employees. His leadership was very valuable to us. He was very dedicated to his duties and supporting fellow employees as well as the company. I would recommend Bill to any company looking for a valuable asset. ”","Christopher J. Haizman “Bill has an excellent eye for design and applies that to branding in an unparalleled way. I\'ve worked with him on many projects where he combines design and marketing to help each of our brands take the next step in their evolution. Bill also has a rigorous business acumen that I\'ve seen him use in various forms. His professional demeanor and ability to apply his skills to various projects is unmatched. Finally, Bill is the type of person you want on your team. His attitude is always can-do and upbeat. He\'s a true problem solver and he does it with the ability to mix creativity with awareness of client/internal goals in mind.”"]']### Assistant: The agent's job is to provide marketing expertise and support, while today the user is reaching out to the agent because they need assistance with branding and design for their new business venture.
|
### Human: Agent: ['Amee Shah - SP, SSM, POPM', 'I am a practicing SAFe Scrum Master/Agile Project Manager, experienced in IT and business projects. With experience in leading teams in Finance, Telecommunication, Media Operations and E-commerce, I am open to more challenging opportunities. I have Worked in Agile, Waterfall and coached transitioning teams. My experience spans from Scrumming, Client management, Clarity financial planning, JIRA Planning, Roadmap Implementation, Release Planning, Vendor Certifications, Resource Management to Business requirements gathering, with the ability to support multiple simultaneous project teams in a matrix organizational structure.', 'Vice President- Scrum Master II at Bank of America', 'Bank of America', '[{"company":"Bank of America","company_id":"bank-of-america","industry":"Banking","location":null,"positions":[{"description":"","duration":"May 2021 - Present 3 months","duration_short":"3 months","end_date":"Present","start_date":"May 2021","subtitle":"Bank of America","title":"Vice President- Scrum Master II"},{"description":"","duration":"Nov 2019 - Present 1 year 9 months","duration_short":"1 year 9 months","end_date":"Present","start_date":"Nov 2019","subtitle":"Bank of America","title":"Senior Agile Scrum Master"}],"url":"https://www.linkedin.com/company/bank-of-america"}]', '["“I met Amee during our MIP program at NJIT. Her attention to detail and full understanding of the tasks ahead help me realized she was one of the strongest students of the program. It was an absolute pleasure working with her.”","“I had the pleasure of working with Amee while at NBC Global Media Operation on the OTT scrum team. Amee got right to work which I appreciated. She is not afraid to ask questions and give thoughtful feedback, that can be approved by the entire team. I came to rely on her ability to stay organized and lead other QA engineers to completing the project at hand.”"]']
User: ['Michael Hoffman', 'An experienced technical leader, team builder, and business partner, I strive to improve the organizational processes and efficiencies that empower amazing development with an eye on creating great products and user experiences. I am detail-oriented, enjoy problem solving, and thrive working collaboratively. I foster excellent agile project management and motivate teams to develop great products, even in the face of ambiguity and shifting business priorities.', 'GM, Technology', 'Caesars Digital', '[{"company":"Caesars Digital","company_id":"caesars-digital","industry":"Gambling Facilities and Casinos","location":"New York, New York, United States","positions":[{"description":"","duration":"Sep 2021 - Present 9 months","duration_short":"9 months","end_date":"Present","start_date":"Sep 2021","subtitle":"Caesars Digital","title":"General Manager, Marketing Technology"}],"url":"https://www.linkedin.com/company/caesars-digital"}]', '["Steve Schneider “I\'ve worked for Michael on and off at MLB for the past thirteen years. I count him among the strongest engineering managers I\'ve worked with in my twenty years as a developer and as a manager myself, most recently in his capacity as VP of the Web Software Engineering group, where he managed a staff of over 100. Michael is everything one wants in a senior manager: he\'s even-tempered; unfailingly fair-minded; very knowledgeable about the various technologies used at MLB; an excellent builder of teams; aware that a crucial part of his job is to orchestrate things such that his employees can do THEIR jobs, shielded from goings on which should not concern them; a boss whom everyone, without exception, wants to please. Most important, he is an unparalleled solver of problems: he understands that fulfilling the needs of the business within a large and complex organization such as a sports league involves cultivating trusting and lasting relationships, knowing whom to REALLY speak to to get logjams broken and work finished, etc. He also understands as well as anyone I\'ve worked with that good morale can make or break a group\'s ability to fulfill its responsibilities to the business. It\'s been my pleasure to work for Michael, and it\'d be my pleasure to do so again. An organization which lands him as part of its management team will be much stronger for it, in ways which are immediately obvious and in other ways which will become evident over time. I highly recommend him.”","Michael Daly “Michael Hoffman is quiet simply the best boss I\'ve ever had. He leads with exactly the right touch and is always there to council you. He has a rare characteristic in a senior leader, he avoids praise and credits his success to his team. Working closely with Hoff, for almost 3 years, I\'ve seen him personally build out our department to a world class team. Hire him for this if you can, or bring him on to turn around a group with low moral and productivity. And yes, I hope to work with him again. ”"]']### Assistant: The agent's job is to lead agile project teams and support multiple simultaneous projects, while the user is reaching out to the agent because they need assistance in improving organizational processes and efficiencies to empower amazing development and create great products and user experiences.
|
### Human: Agent: ['Patrick Kasprzyk', 'Determined and innovative software engineer with knowledge and experience in programming and engineering. Self-motivated and able to problem solve quickly. Strong interest in creating tools and technology.', 'Software Engineer at Bowhead Specialty', 'Bowhead Specialty', '[{"company":"Bowhead Specialty","company_id":"bowhead-specialty-underwriters","industry":"Insurance","location":"New York City Metropolitan Area","positions":[{"description":"","duration":"Apr 2021 - Present 6 months","duration_short":"6 months","end_date":"Present","start_date":"Apr 2021","subtitle":"Bowhead Specialty","title":"Software Engineer"}],"url":"https://www.linkedin.com/company/bowhead-specialty-underwriters"},{"company":"Franklin Templeton","company_id":"franklin-templeton","location":"New York, United States","positions":[{"description":"","duration":"Aug 2020 Jan 2021 6 months","duration_short":"6 months","end_date":"Jan 2021","start_date":"Aug 2020","subtitle":"Franklin Templeton","title":"Software Engineer"}],"url":"https://www.linkedin.com/company/franklin-templeton"},{"company":"Legg Mason","company_id":"leggmason","location":"Greater New York City Area","positions":[{"description":"","duration":"Jan 2017 Jul 2020 3 years 7 months","duration_short":"3 years 7 months","end_date":"Jul 2020","start_date":"Jan 2017","subtitle":"Legg Mason","title":"Software Developer"}],"url":"https://www.linkedin.com/company/leggmason"},{"company":"Cognizant","company_id":"cognizant","location":"Greater New York City Area","positions":[{"description":"","duration":"Nov 2016 Jan 2017 3 months","duration_short":"3 months","end_date":"Jan 2017","start_date":"Nov 2016","subtitle":"Cognizant","title":"System Analyst"}],"url":"https://www.linkedin.com/company/cognizant"},{"company":"Mulligan Security Corporation","company_id":"mulligan-security","location":"Greater New York City Area","positions":[{"description":"• Monitor area of 30-story office building to detect any security breaches.• Obtained NYS Security and Fireguard licenses, Prepared to respond in case of emergency• Maintain a Security Camera System of 30 cameras as well as all communication and computing devices• Check and verify authorization of visitors who enter the facility • Monitor area of 30-story office building to detect any security breaches.• Obtained NYS Security and Fireguard licenses, Prepared to respond in case of emergency• Maintain a Security Camera System of 30 cameras as well as all communication and computing devices• Check and verify authorization of visitors who enter the facility","duration":"Jul 2014 Nov 2016 2 years 5 months","duration_short":"2 years 5 months","end_date":"Nov 2016","start_date":"Jul 2014","subtitle":"Mulligan Security Corporation","title":"Security Guard"}],"url":"https://www.linkedin.com/company/mulligan-security"},{"company":"Legg Mason","company_id":"leggmason","location":"Stamford, Connecticut","positions":[{"description":"•Utilized different technologies such as Maven, Git and Apache Jackrabbit•Designed, built and tested the front and back-end of a Dashboard that tested the connection status of all third party integrations using Apache Sling and the Adobe CQ library. •Utilized different technologies such as Maven, Git and Apache Jackrabbit•Designed, built and tested the front and back-end of a Dashboard that tested the connection status of all third party integrations using Apache Sling and the Adobe CQ library.","duration":"Jan 2016 Apr 2016 4 months","duration_short":"4 months","end_date":"Apr 2016","start_date":"Jan 2016","subtitle":"Legg Mason","title":"Software Development Intern"}],"url":"https://www.linkedin.com/company/leggmason"}]', '["Vinayak Jadhav “Patrick is a highly motivated, forward thinking person with positive attitude. It was fantastic to work with Patrick. His programming & problem solving skills are exceptional. I was impressed by his communication & leadership skills. His positive personality, enthusiasm & motivational speaking has always inspired the other team members. He has consistently demonstrated his abilities to learn & explore new areas. I would look forward to continue working with him in future.”","Ashirwad Shinde “Patrick has that one quality which (I believe) every developer should have...if you are not certain about something then ask questions! Patrick and I worked together for almost 3-4 months and he impressed me with his ability to learn new things quickly and ask hundreds of questions (I think I am over exaggerating things) until he is satisfied with the answer! Good developer with creative eye, give importance to the details and yes passionate about cars and technology. I had a great time working with Patrick!”"]']
User: ['Scott LaChance', "Experienced Email Marketing Manager. With 14+ years working exclusively in the email marketing world, I'm a professional that's skilled in Database Marketing, A/B Testing, Reporting, and all things related to email.", 'Email Development Manager at NBCUniversal', 'NBCUniversal', '[{"company":"NBCUniversal","company_id":"nbcuniversal-inc-","industry":"Entertainment","location":"","positions":[{"description":"","duration":"Sep 2021 - Present 4 months","duration_short":"4 months","end_date":"Present","start_date":"Sep 2021","subtitle":"NBCUniversal","title":"Product Marketing Manager - Email Development"}],"url":"https://www.linkedin.com/company/nbcuniversal-inc-"},{"company":"The Control Group Media Company, Inc.","company_id":"the-control-group-media-company-inc-","location":"Greater San Diego Area","positions":[{"description":"- Manage multiple automated drip campaigns for each brand- Manage automated transactional messages- Manage all things email including: creative design, template building, personalization, HTML coding, segmentation and deployment of all emails- A/B Testing as a priority - Conceptualize tests, deploy, analyze and implement change- Web Push Notifications - manage multiple waterfalls as well as manual sends - Manage multiple automated drip campaigns for each brand- Manage automated transactional messages- Manage all things email including: creative design, template building, personalization, HTML coding, segmentation and deployment of all emails- A/B Testing as a priority - Conceptualize tests, deploy, analyze and implement change- Web Push Notifications - manage multiple waterfalls as well as manual sends","duration":"Feb 2019 Aug 2021 2 years 7 months","duration_short":"2 years 7 months","end_date":"Aug 2021","start_date":"Feb 2019","subtitle":"The Control Group Media Company, Inc.","title":"Email Marketing Manager"}],"url":"https://www.linkedin.com/company/the-control-group-media-company-inc-"},{"company":"AbacusNext","company_id":"abacus-next","location":"La Jolla, CA","positions":[{"description":"• Manage the creative design of all email communication in a B2B environment• Design the HTML document to bring the email to life• Produce all email campaigns within the various ESPs used: Pardot, Bronto, MailChimp, & Constant Contact• Set up distribution lists and deploy all emails• Work with the team on the monthly strategy of all email campaigns• Be extremely flexible to accommodate rapid changes to strategy • Manage the creative design of all email communication in a B2B environment• Design the HTML document to bring the email to life• Produce all email campaigns within the various ESPs used: Pardot, Bronto, MailChimp, & Constant Contact• Set up distribution lists and deploy all emails• Work with the team on the monthly strategy of all email campaigns• Be extremely flexible to accommodate rapid changes to strategy","duration":"Oct 2017 Dec 2018 1 year 3 months","duration_short":"1 year 3 months","end_date":"Dec 2018","start_date":"Oct 2017","subtitle":"AbacusNext","title":"Email Marketing Manager"}],"url":"https://www.linkedin.com/company/abacus-next"},{"company":"PETCO Animal Supplies, Inc.","company_id":"petco-animal-supplies-inc-","location":null,"positions":[{"description":"• Manage the team of Email & Site Content Producers• Set up distribution lists and deploy all emails• Ensure every deliverable asked of the team is met as expected and on time• Remain flexible and adaptable in order to adjust quickly to what is needed by the business• Work closely with Social, eCommerce, CRM, Local Store Marketing, Foundation and Creative teams on content, placement and timing of all campaigns• Provide leadership with weekly top-level reporting on email performance • Send deep-dive email numbers to the analytics team weekly","duration":"Mar 2015 Oct 2017 2 years 8 months","duration_short":"2 years 8 months","end_date":"Oct 2017","start_date":"Mar 2015","subtitle":"PETCO Animal Supplies, Inc.","title":"Email Marketing Operations Manager"},{"description":"• Work with the team on the monthly strategy of all email campaigns• Coordinate with designers to finalize creative and link direction• Design the HTML document to bring email to life• Produce all email campaigns within the email service provider• Proof and sign off on all email campaigns before scheduling to be sent to customers","duration":"Sep 2012 Mar 2015 2 years 7 months","duration_short":"2 years 7 months","end_date":"Mar 2015","start_date":"Sep 2012","subtitle":"PETCO Animal Supplies, Inc.","title":"Email & Site Content Producer"}],"url":"https://www.linkedin.com/company/petco-animal-supplies-inc-"},{"company":"Road Runner Sports","company_id":"road-runner-sports","location":"","positions":[{"description":"• Manage the monthly strategy of all email campaigns• Design the creative brief – write copy, provide links and ensure delivery to creative designer• Optimize the web site landing page experience for all email campaigns• Coordinate with designers to finalize creative and link direction• Produce all email campaigns within the email service provider• Proof and sign off on all email campaigns before scheduling to be sent• Manage and create target audiences for varying types of email campaigns","duration":"Oct 2006 Oct 2012 6 years 1 month","duration_short":"6 years 1 month","end_date":"Oct 2012","start_date":"Oct 2006","subtitle":"Road Runner Sports","title":"Email Marketing Specialist"}],"url":"https://www.linkedin.com/company/road-runner-sports"}]', '["Taylor Lee “Scott is a thoughtful, well-rounded email marketing manager who was able to achieve impressive gains in the browser push notification space as well as within our email program. Scott managed 4 large brands, working closely with IT and BI to segment users and measure success, while personally drafting and designing emails, developing unique offers to support our Brand Managers\' sales goals. He also seamless managed all of the transactional emails inherent to a subscription based business. In addition to all that, Scott is an amazing human being and one of the nicest guys I have ever met, he\'s an absolute gem!”","Kristle Khoury “I had the pleasure of working directly with Scott for almost 3 years. Scott was responsible for our email and push channels, handling high-volume engagement activities for several brands. Scott consistently hits his goals due to his relentless attention to customer data and testing efforts. He especially excelled at turning leads into high-value sales by structuring attractive offers. Scott is a joy to work with, bringing a positive attitude that permeates throughout the organization. I would highly recommend Scott for a role in any company that may be a fit for his skill set. ”"]']### Assistant: The agent's job is to develop email marketing campaigns, while today the user is reaching out to the agent because they need assistance in improving their email segmentation and A/B testing strategies.
|
### Human: Agent: ['Vanessa Piper MBA, MSML', 'My passion for knowledge and curiosity of different fields helps me to refine and drive myself to be a better person. I am constantly learning because I can never settle. I love analyzing and synthesizing what I learn to help me be a good leader, mentor, and friend. I enjoy leading teams through collaboration, innovation, and discovery to achieve individual, team, and organizational goals. I enjoy meeting new people, hearing their stories, and learning about their worlds. When I’m not traveling the world to learn about other cultures I enjoy learning about my client’s worlds. I enjoy helping my clients and team members uncover their values, aspirations, and next steps to success. I’m the friend that everyone calls when they need encouragement, someone to listen, or a voice of reason. I have over 12 years’ experience in project management, people management, and leading people. I am highly personable, with extraordinary attention to detail, and a talent for gaining trust with internal and external customers. I have cross-functional experience in education, job development, and working with diverse populations. I have a strong background in leading, training, and coaching in individual and group environments. When I’m not managing projects or meeting new people, I’m studying up on a new interest, dancing around the house with my dogs, or planning my next big adventure to another world. vanlpiper@gmail.com', 'Student Services Analyst at Maricopa Community Colleges', 'Maricopa Community Colleges', '[{"company":"Maricopa Community Colleges","company_id":"maricopa-community-colleges","industry":"Higher Education","location":"Phoenix, Arizona, United States","positions":[{"description":"","duration":"Sep 2020 - Present 1 year 3 months","duration_short":"1 year 3 months","end_date":"Present","start_date":"Sep 2020","subtitle":"Maricopa Community Colleges","title":"Student Services Analyst"}],"url":"https://www.linkedin.com/company/maricopa-community-colleges"},{"company":"Placer County","company_id":"placercounty","location":null,"positions":[{"description":"","duration":"Jun 2020 Sep 2020 4 months","duration_short":"4 months","end_date":"Sep 2020","start_date":"Jun 2020","subtitle":"Placer County","title":"Communications Liason"},{"description":"","duration":"Apr 2018 Sep 2020 2 years 6 months","duration_short":"2 years 6 months","end_date":"Sep 2020","start_date":"Apr 2018","subtitle":"Placer County","title":"Client Services Counselor Sierra College Campus Outreach"},{"description":"","duration":"Jul 2015 Sep 2020 5 years 3 months","duration_short":"5 years 3 months","end_date":"Sep 2020","start_date":"Jul 2015","subtitle":"Placer County","title":"Employee Engagement Ambassador"},{"description":"","duration":"Jan 2014 Sep 2020 6 years 9 months","duration_short":"6 years 9 months","end_date":"Sep 2020","start_date":"Jan 2014","subtitle":"Placer County","title":"Client Services Counselor"},{"description":"","duration":"Jan 2013 Dec 2013 1 year","duration_short":"1 year","end_date":"Dec 2013","start_date":"Jan 2013","subtitle":"Placer County","title":"Client Services Program Specialist"}],"url":"https://www.linkedin.com/company/placercounty"},{"company":"Placer School For Adults","company_id":"placer-school-for-adults","location":"Auburn, CA","positions":[{"description":"","duration":"Jul 2017 Sep 2020 3 years 3 months","duration_short":"3 years 3 months","end_date":"Sep 2020","start_date":"Jul 2017","subtitle":"Placer School For Adults","title":"Instructor"}],"url":"https://www.linkedin.com/company/placer-school-for-adults"},{"company":"Sierra College","company_id":"sierra-college","location":"Rocklin, California","positions":[{"description":"","duration":"Aug 2014 Jun 2017 2 years 11 months","duration_short":"2 years 11 months","end_date":"Jun 2017","start_date":"Aug 2014","subtitle":"Sierra College","title":"District Student Auto Technician"}],"url":"https://www.linkedin.com/company/sierra-college"},{"company":"Hurley Int.","company_id":"hurley","location":"Costa Mesa, California","positions":[{"description":"","duration":"Jul 2007 May 2009 1 year 11 months","duration_short":"1 year 11 months","end_date":"May 2009","start_date":"Jul 2007","subtitle":"Hurley Int.","title":"Director Technical Design"}],"url":"https://www.linkedin.com/company/hurley"},{"company":"nZania","company_id":"nzania","location":"Irvine, California","positions":[{"description":"","duration":"Jun 2006 Jul 2007 1 year 2 months","duration_short":"1 year 2 months","end_date":"Jul 2007","start_date":"Jun 2006","subtitle":"nZania","title":"Manager Technical Design"}],"url":"https://www.linkedin.com/company/nzania"},{"company":"Abercrombie & Fitch","company_id":"abercrombie-&-fitch","location":"","positions":[{"description":"","duration":"May 2005 May 2006 1 year 1 month","duration_short":"1 year 1 month","end_date":"May 2006","start_date":"May 2005","subtitle":"Abercrombie & Fitch","title":"Manager of Technical Design"}],"url":"https://www.linkedin.com/company/abercrombie-&-fitch"}]', '["Erica Quarles “Vanessa and I have worked on several projects together and she is always prompt, professional, organized, and easily accessible. Vanessa is usually the first to complete her assigned tasks and then will offer to continue to help the team in any way that she can be of assistance. I can always rely on Vanessa to be my ‘back up’ on projects and she just fun to work with. ”","Michele Raymond “It is my pleasure to recommend Vanessa. Vanessa teaches the \\"Get Hired\\" Classes for/at Placer School for Adults for the past 4 years and we all think she is FABULOUS. Vanessa is punctual and caring always going the extra mile to help students. Vanessa is insightful, seeing the needs of our students and they love her. Vanessa knows her material well, she collaborates well with other instructors always helping out when needed. Her knowledge and dedication to staying on top of the latest information is invaluable. I would recommend Vanessa Piper without reservations. She would be a great addition to your company. Please do not hesitate to reach out with any questions. ”"]']
User: ['Deanna Villanueva-Saucedo', '20+ experience in Education, Community Relations and Outreach for public institutions and nonprofits Extensive experience in facilitation and training for large and small groups related to strategic planning and project management. Specialties: Education Facilitation Planning Project Management Community Relations', 'Community Engagement Director at Maricopa Community Colleges', 'Maricopa Community Colleges', '[{"company":"Maricopa Community Colleges","company_id":"maricopa-community-colleges","industry":"Higher Education","location":null,"positions":[{"description":"","duration":"2007 - Present 14 years","duration_short":"14 years","end_date":"Present","start_date":"2007","subtitle":"Maricopa Community Colleges","title":"Community Engagement Director"},{"description":"","duration":"Jul 2004 - Present 17 years 6 months","duration_short":"17 years 6 months","end_date":"Present","start_date":"Jul 2004","subtitle":"Maricopa Community Colleges","title":"Public Outreach"}],"url":"https://www.linkedin.com/company/maricopa-community-colleges"},{"company":"Mesa Public Schools","company_id":"mpsaz","location":"Mesa, Arizona","positions":[{"description":"","duration":"Jul 2004 - Present 17 years 6 months","duration_short":"17 years 6 months","end_date":"Present","start_date":"Jul 2004","subtitle":"Mesa Public Schools","title":"Community Liaison"}],"url":"https://www.linkedin.com/company/mpsaz"},{"company":"City of Mesa","company_id":"cityofmesa","location":null,"positions":[{"description":"","duration":"2000 2004 4 years","duration_short":"4 years","end_date":"2004","start_date":"2000","subtitle":"City of Mesa","title":"Neighborhood Outreach Coordinator"},{"description":"","duration":"2000 2004 4 years","duration_short":"4 years","end_date":"2004","start_date":"2000","subtitle":"City of Mesa","title":"Neighborhood Outreach Coordinator"}],"url":"https://www.linkedin.com/company/cityofmesa"}]', '["Preston D. Cameron “Deanna is an intelligent, capable, dedicated, and personable education expert. She is studious; quick on her feet, extremely well organized, efficient, extremely competent, and has an excellent rapport with all those she comes in contact with. Her communication skills, both written and verbal, are excellent. I can recommend Deanna without hesitation and complete confidence in her abilities.”","Tony Ornelas “Deanna was valuable to our non-profit organization that is made up of nurses. Deanna was able to guide us to a focused session that resulted in overwhelming positive changes with the vision of our organization. Deanna has also provided us with a framework to internally run the organization in a new way. We highly recommend Deanna and her expertise to assist any organization!”"]']### Assistant: The agent's job is to facilitate community engagement and outreach for Maricopa Community Colleges. Today, the agent is reaching out to the user because they need to discuss a potential collaboration between the colleges and the user's organization.
|
### Human: Agent: ['Brandon Fetters', 'Data Scientist with experience translating business questions into quantifiable and actionable insights in a fast-paced environment. Significant background executing full software development life cycle to build value added technical solutions to meet business needs. Passionate about bridging the gap between technical and non-technical resources to improve collaboration and achieve the best results possible through data-driven decisions.Specialties: Machine Learning, NLP, SDLC, Data Modeling, Data Analytics, JEE Technologies, Python', 'Data Scientist', 'Elastica (Acquired by Blue Coat Systems, Symantec)', '[{"company":"Elastica (Acquired by Blue Coat Systems, Symantec)","company_id":null,"location":"","positions":[{"description":"Elastica is the leader in Data Science Powered™ Cloud Application Security. Its CloudSOC™ platform empowers the companies to confidently leverage Cloud and SaaS applications while staying safe, secure and compliant. Following Elastica Apps on the extensible CloudSOC™ platform enable full life cycle of visibility & security for the Cloud and SaaS applications being used in your company:- Audit: Uncovers Shadow IT and highlights vulnerabilities in cloud apps being used by employees- Detect: Uses machine learning to detect intrusions and threats based on account activity in cloud apps- Protect: Provides defense against intrusions and compliance violations in cloud apps being used- Investigate: Enables forensic investigations on historic account activity on cloud apps being used For more info: http://www.elastica.net","duration":"Oct 2015 - Present 6 years","duration_short":"6 years","end_date":"Present","start_date":"Oct 2015","subtitle":"Elastica (Acquired by Blue Coat Systems, Symantec)","title":"Sr. Manager, Data Science"}],"url":""},{"company":"Appryze","company_id":"appryze","location":"","positions":[{"description":"IT consulting company specializing in a variety of technical services including: data analytics, website design/development, and scalable database architecture design. We pride ourselves on the ability to create user-centered solutions to help our clients achieve desired results. IT consulting company specializing in a variety of technical services including: data analytics, website design/development, and scalable database architecture design. We pride ourselves on the ability to create user-centered solutions to help our clients achieve desired results.","duration":"Oct 2015 - Present 6 years","duration_short":"6 years","end_date":"Present","start_date":"Oct 2015","subtitle":"Appryze","title":"Co-Founder, President"}],"url":"https://www.linkedin.com/company/appryze"},{"company":"Galvanize Inc","company_id":"galvanize-it","location":"","positions":[{"description":"Developed numerous machine learning models using latest best practices within the Bay Area Data Science community.Notable projects include:• Performed sentiment analysis on Amazon reviews across 25 domains with just under 90% accuracy and F1.• Predicted customer churn with over 90% accuracy by building a comprehensive probabilistic churn model using Random Forest classifier.• Built a health tracking application based on scalable data engineering techniques for distributed systems using Avro, Hadoop, Spark, Kafka, and HBase.","duration":"Mar 2015 Mar 2016 1 year 1 month","duration_short":"1 year 1 month","end_date":"Mar 2016","start_date":"Mar 2015","subtitle":"Galvanize Inc","title":"Data Science Master\'s Student"}],"url":"https://www.linkedin.com/company/galvanize-it"},{"company":"Ultramain Systems, Inc.","company_id":"ultramain","location":null,"positions":[{"description":"• Project Manager for successful implementation of ULTRAMAIN for the world’s first ever commercial spaceline company. This project included achieving the following first ever milestones: first operational use of an electronic logbook (ELB) on a mobile device, first operational mobile ELB integrated with an M&E system, and first user of the paperless Mobile Mechanic and Mobile Inventory software.• Responsible for managing a new Advanced Development team supporting Sales and Marketing efforts. This included being the primary technical resource for all software demonstration prep and execution.• Certified AS9100 Quality Assurance Internal Auditor","duration":"Sep 2012 Mar 2015 2 years 7 months","duration_short":"2 years 7 months","end_date":"Mar 2015","start_date":"Sep 2012","subtitle":"Ultramain Systems, Inc.","title":"Software Development Manager, Project Manager"},{"description":"• Managed team of 10-25 software developers.• Established and improved upon multiple development processes, including: coding standards, development workflow, planning, peer reviews, and code reviews.• Implemented new team lead positions to reward, leverage, and retain star performers.• Instituted new internal knowledge repository used by developers to share information and document solutions to technical issues. It eventually grew into a tool used by the entire organization.• Responsible for hiring of all software developers on my team. Created all advertisements, scheduled all interviews, lead all interviews, and developed interviewing practices with input from team leads.• Estimated and planned all new requirements for communication to development for work. This also included managing the daily priorities and assignments for all developers on my team.• Appointed acting Quality Control Manager for ~2 years to increase the effectiveness of testing and reduce the amount of comebacks from our customers. Comebacks were reduced by 15% during my time leading Quality Control.• Certified ISO Quality Assurance Internal Auditor","duration":"Jul 2008 Sep 2012 4 years 3 months","duration_short":"4 years 3 months","end_date":"Sep 2012","start_date":"Jul 2008","subtitle":"Ultramain Systems Inc.","title":"Software Development Manager"},{"description":"• Learned new coding language (Progress) on the job while working on production software projects.• Programmed new software functionality to support tracking and notification of asset configuration exceptions through Action Desk routing.• Produced scripts to update Oracle and Progress database schemas based on written functional designs.• Wrote unit tests to document changes for testing by Quality Control.","duration":"Feb 2005 Jul 2008 3 years 6 months","duration_short":"3 years 6 months","end_date":"Jul 2008","start_date":"Feb 2005","subtitle":"Ultramain Systems, Inc.","title":"Software Development Engineer"},{"description":"","duration":"Jul 2004 Jan 2005 7 months","duration_short":"7 months","end_date":"Jan 2005","start_date":"Jul 2004","subtitle":"Ultramain Systems, Inc.","title":"Software Development Engineer - Intern"}],"url":"https://www.linkedin.com/company/ultramain"}]', '["Mark McCausland “Brandon is a very bright and talented IT industry resource who I\'ve had the pleasure to work with for a number of years. In the years he worked for Ultramain Systems he delivered hard work combined with innovative ideas which significantly contributed to the success of Ultramain. Brandon is a talent who will continue to rise in the industry. ”","Andrew Huang “Brandon is a star in the GalvanizeU Masters program. His positions are consistently cogent and well articulated. His prior experience managing a team of software engineers also shows, such as when we were discussing how to build a new data science team in a Fortune 500 company.”"]']
User: ['Heather Spurrell', "Experienced Account Executive with a demonstrated history of working in the computer and network security industry. Skilled in Microsoft Word, Software Documentation, Adobe Photoshop, Recruiting, and Social Media. Strong sales professional with a Bachelor's Degree focused in Advertising from Penn State University.", 'Student at NYU', 'New York University', '[{"company":"New York University","company_id":"new-york-university","industry":"Higher Education","location":"New York City Metropolitan Area","positions":[{"description":"","duration":"Jan 2021 - Present 8 months","duration_short":"8 months","end_date":"Present","start_date":"Jan 2021","subtitle":"New York University","title":"Masters Student"}],"url":"https://www.linkedin.com/company/new-york-university"},{"company":"Darktrace","company_id":"darktrace","location":"Greater New York City Area","positions":[{"description":"Darktrace is the world’s leading cyber AI company and the creator of Autonomous Response technology.Its self-learning AI is modeled on the human immune system and used by over 3,000 organizations to protect against threats to the cloud, email, IoT, networks and industrial systems. This includes insider threat, industrial espionage, IoT compromises, zero-day malware, data loss, supply chain risk and long-term infrastructure vulnerabilities. The company has over 1,000 employees, 40 offices and headquarters in San Francisco and Cambridge, UK. Every 3 seconds, Darktrace AI fights back against a cyber-threat, preventing it from causing damage.","duration":"Dec 2019 Dec 2020 1 year 1 month","duration_short":"1 year 1 month","end_date":"Dec 2020","start_date":"Dec 2019","subtitle":"Darktrace","title":"Cyber Defense Account Executive"}],"url":"https://www.linkedin.com/company/darktrace"},{"company":"LinkedIn","company_id":"linkedin","location":"New York, New York","positions":[{"description":"Responsible for assisting companies in strengthening their sales strategy by implementing Social Selling techniques. The LinkedIn Sales Navigator tool enables sales teams to strategically tap into LinkedIn’s 500+ Million user network to prospect the right person, gain insights and form lasting relationships.","duration":"Aug 2018 Dec 2019 1 year 5 months","duration_short":"1 year 5 months","end_date":"Dec 2019","start_date":"Aug 2018","subtitle":"LinkedIn","title":"Account Executive"}],"url":"https://www.linkedin.com/company/linkedin"},{"company":"TEKsystems","company_id":"teksystems","location":"Greater New York City Area","positions":[{"description":"Ranked #1 in the industry by IT Services Business Report for ten consecutive years, TEKsystems is a flagship company of Allegis Group, a $5.6 billion enterprise with positive annual growth since its founding.In a single year, TEKsystems provides over 70,000 technical professionals to support critical IT engagements at more than 5,500 client sites, including 82% of the Fortune 500. With 90 offices and over 2,200 recruiters throughout North America and Europe, our reach grants us access to 81% of the technical professional workforce. It also enables us to speak with over 10,000 technical professionals a week and meet with more than 2,600 of them face to face when recruiting top talent.","duration":"Jan 2018 Aug 2018 8 months","duration_short":"8 months","end_date":"Aug 2018","start_date":"Jan 2018","subtitle":"TEKsystems","title":"Account Manager - IT Direct Placement"}],"url":"https://www.linkedin.com/company/teksystems"},{"company":"TEKsystems","company_id":"teksystems","location":"Greater New York City Area","positions":[{"description":"Full year contest winner for the past two years consecutively. Delivering sales goal at 120%. Ranked in the top 10 recruiters of the Northeast.","duration":"Aug 2015 Mar 2017 1 year 8 months","duration_short":"1 year 8 months","end_date":"Mar 2017","start_date":"Aug 2015","subtitle":"TEKsystems","title":"IT Recruiter - Healthcare"}],"url":"https://www.linkedin.com/company/teksystems"},{"company":"Fortune Magazine","company_id":"fortune","location":"Shanghai, China","positions":[{"description":"Brand development, web site traffic growth, and advertising revenue. Developed brand strategy and statistical based systems. Weekly business meetings with executives to help promote their brand through our magazine, as well as setting up events with our corporations to enhance the connections of the company.","duration":"May 2014 Aug 2014 4 months","duration_short":"4 months","end_date":"Aug 2014","start_date":"May 2014","subtitle":"Fortune Magazine","title":"Marketing Intern"}],"url":"https://www.linkedin.com/company/fortune"}]', '["“From the moment that I started at LinkedIn, Heather had immediately taken me under her wing as a mentor and as a friend. She provided invaluable insights and best practices to make my first on full quota a highly successful one Beyond me, she inspires her team daily with her positive attitude and complete tenacity towards meeting her goals. Furthermore, she proactively works to make everyone in the office feel welcome and truly valued. To her coworkers and clients alike, Heather is hardworking, dedicated, and compassionate, but most of all she is a fierce, fierce friend.”","“Working with Heather was a joy. During the beginning stage at TEKsystems as a brand new recruiter, Heather was the professional that I would go to for guidance both professionally and personally. She received much accolades by myself and among her peers at TEKsystems during her time there. One key event that showed how great and dedicated of an indivudal she was, was when she got promoted as an Account Executive after showing greatness as a recruiter. Even though we work for different companies now, we still keep in touch because I value her.”"]']### Assistant: The agent's job is to assist companies in strengthening their sales strategy by implementing Social Selling techniques, and today, the agent is reaching out to the user to discuss potential collaboration opportunities in leveraging the user's experience in the computer and network security industry for enhancing sales efforts.
|
### Human: Agent: ['Neil Silverman-Realtor', 'A consummate sales and marketing expert for over 30 years providing the highest degree of negotiating and marketing skills for my clients. “Always about the client” is my attitude, attention to detail is second to none and making my clients happy with every transaction is paramount.', 'Licensed Realtor at Bernstein Realty, Inc.', 'Bernstein Realty, Inc.', '[{"company":"Bernstein Realty, Inc.","company_id":"bernstein-realty-inc.","industry":"Leasing Real Estate","location":"Houston, Texas Area","positions":[{"description":"A consummate sales and marketing expert for over 30 years in a diverse array of industries, Neil provides the highest degree of negotiating and marketing skills for his clients and delivers excellence and exceptional customer service. “Always about the client” is Neil’s attitude, attention to detail is second to none and making his clients happy with every transaction is paramount. Neil epitomizes hard work, integrity and dedication.Neil chose to join Bernstein Realty, “not only because of the superior marketing and expertise within the firm, but also because he had a great appreciation for the vision of the company, to exceed expectations and excelling in extraordinary attention to detail”.","duration":"May 2016 - Present 5 years 4 months","duration_short":"5 years 4 months","end_date":"Present","start_date":"May 2016","subtitle":"Bernstein Realty, Inc.","title":"Licensed Realtor"}],"url":"https://www.linkedin.com/company/bernstein-realty-inc."},{"company":"Flexmaster USA & Masterduct, Inc","company_id":"masterduct-inc","location":"","positions":[{"description":"Flexmaster USA: www.FlexmasterUSA.comWe are a leading commercial HVAC flexible duct and sheet-metal fitting manufacturer with over 35 years of success in the industry throughout the United States. Our product line of Air Distribution Solutions includes: flexible ducts, acoustical ducts, sheet-metal fittings, access doors, low leakage access doors and accessories primarily for Commercial applications for Universities, Hospitals and Large Office Buildings. Masterduct, Inc.: www.Masterduct.comEstablished in America in 2000, to manufacture and sell high quality technical hoses. The Houston-based company is part of one of the world\'s leading technical and industrial hose manufacturers, Masterflex SE www.masterflex.de/com/index.html, founded in 1987. Our German parent company has several manufacturing sites in Europe. Providing customer solutions has enabled Masterduct to offer North American businesses an expanded range of innovative hose products for industrial applications – especially in high-heat, abrasive materials conveyance, vehicular exhaust source-capture, and chemical fumes environments.","duration":"Sep 2005 Mar 2016 10 years 7 months","duration_short":"10 years 7 months","end_date":"Mar 2016","start_date":"Sep 2005","subtitle":"Flexmaster USA & Masterduct, Inc","title":"Vice President, Sales and Marketing"}],"url":"https://www.linkedin.com/company/masterduct-inc"},{"company":"Allied Distributing Company","company_id":null,"location":"Houston, Texas","positions":[{"description":"Director of Sales and Marketing in the Automotive Aftermarket Industry with four Warehouse, Houston (2), Austin, and San Antonio which serviced most of Texas.","duration":"Jul 1983 Aug 2005 22 years 2 months","duration_short":"22 years 2 months","end_date":"Aug 2005","start_date":"Jul 1983","subtitle":"Allied Distributing Company","title":"Director Sales and Marketing"}],"url":""}]', '["“I have had the pleasure of knowing Neil for over 30 years, and can attest to his intelligence, positive attitude, and unsurpassed character. Neil is innovative, dependable, and has always demonstrated the ability to learn and grow in any endeavor he has been involved with. His confidence, communication skills and self-motivation have been well established throughout his business career, and will be invaluable assets to any organization that employs him. I am honored to know Neil, and truly appreciate his loyal friendship.”","“Neil is an accomplished sales and marketing manager and an outstanding business leader. His communication and people skills are unmatched, as Neil always goes above and beyond to ensure that everyone knows exactly where they stand. Neil has a great deal of general management experience, and that shows through in the way he operates. Not all sales managers have an all-around business acumen, but Neil does, and he uses it very effectively. I would highly recommend Neil to anyone looking for a leader for their organization, as a business partner, or as a prospective client.”"]']
User: ['Roger Zorzan', 'Experienced Project Management Consultant with a demonstrated history of working in the IT Industry. Skilled in Business Process Design, IT Strategy, Project Management Body of Knowledge. Strong program and project management skills. Contact: rotsch26@hotmail.com', 'Strategic Systems Project Coordinator at HP', 'HP', '[{"company":"HP","company_id":"hp","industry":"Information Technology and Services","location":"United States","positions":[{"description":"","duration":"May 2021 - Present 5 months","duration_short":"5 months","end_date":"Present","start_date":"May 2021","subtitle":"HP","title":"Strategic Systems Projects Coordinator"}],"url":"https://www.linkedin.com/company/hp"},{"company":"Marathon Oil Corporation","company_id":"marathon-oil-corporation","location":"Houston, Texas Area","positions":[{"description":"PMO ManagementContinuous Improvement Process ManagementMicrosoft Project Server ManagementC-Level IT Portfolio Management PMO ManagementContinuous Improvement Process ManagementMicrosoft Project Server ManagementC-Level IT Portfolio Management","duration":"Feb 2016 Apr 2020 4 years 3 months","duration_short":"4 years 3 months","end_date":"Apr 2020","start_date":"Feb 2016","subtitle":"Marathon Oil Corporation","title":"IT Project Manager"}],"url":"https://www.linkedin.com/company/marathon-oil-corporation"},{"company":"Direct Energy","company_id":null,"location":"Houston, Texas Area","positions":[{"description":"Ancillary Application Implementations.- Legal spend and matter management (Serengeti)- CLM- ECM- SAP- PPM Ancillary Application Implementations.- Legal spend and matter management (Serengeti)- CLM- ECM- SAP- PPM","duration":"Apr 2013 Feb 2016 2 years 11 months","duration_short":"2 years 11 months","end_date":"Feb 2016","start_date":"Apr 2013","subtitle":"Direct Energy","title":"IS Project Manager - Corporate Systems"}],"url":""},{"company":"Primesys","company_id":"primesys_2","location":"","positions":[{"description":"","duration":"Feb 2010 Aug 2012 2 years 7 months","duration_short":"2 years 7 months","end_date":"Aug 2012","start_date":"Feb 2010","subtitle":"Primesys","title":"Senior Project Manager"}],"url":"https://www.linkedin.com/company/primesys_2"},{"company":"Calpine","company_id":"calpine","location":"","positions":[{"description":"","duration":"2008 2010 2 years","duration_short":"2 years","end_date":"2010","start_date":"2008","subtitle":"Calpine","title":"Project Coordinator"}],"url":"https://www.linkedin.com/company/calpine"},{"company":"Datacert","company_id":"wolters-kluwer-elm-solutions","location":"","positions":[{"description":"","duration":"2008 2009 1 year","duration_short":"1 year","end_date":"2009","start_date":"2008","subtitle":"Datacert","title":"Strategic Project Manager"}],"url":"https://www.linkedin.com/company/wolters-kluwer-elm-solutions"},{"company":"CSC","company_id":"csc","location":"","positions":[{"description":"","duration":"2008 2009 1 year","duration_short":"1 year","end_date":"2009","start_date":"2008","subtitle":"CSC","title":"Project Manager"}],"url":"https://www.linkedin.com/company/csc"},{"company":"UHY LDMB Advisors Inc. Chartered Accountants","company_id":"uhy-ldmb-advisors-inc.-chartered-accountants","location":"","positions":[{"description":"","duration":"2006 2006 less than a year","duration_short":"less than a year","end_date":"2006","start_date":"2006","subtitle":"UHY LDMB Advisors Inc. Chartered Accountants","title":"Project Manager"}],"url":"https://www.linkedin.com/company/uhy-ldmb-advisors-inc.-chartered-accountants"},{"company":"Swisscom IT Services","company_id":"swisscom","location":"Berne, Switzerland","positions":[{"description":"","duration":"Jun 1993 2001 8 years","duration_short":"8 years","end_date":"2001","start_date":"Jun 1993","subtitle":"Swisscom IT Services","title":"PM"}],"url":"https://www.linkedin.com/company/swisscom"}]', '["Douglas Schultz, CIP “Roger is very thorough and professional in the way he approached the Project Management office at Marathon. He ensured the necessary details were provided in the documents for Senior IT Management prior to being presented at the weekly review meetings. He made sure the project managers updated details on their projects so that everyone was up-to-date with deliverables, cost, and timelines. He kept the weekly meeting agenda on track to ensure we were thorough in the discussions but honored the participant\'s time. He brought rigor to the Project Management Office to ensure all parties had clear accountability and understanding of the process.”","Lisa Tran “Roger Zorzan was a pleasure to work with at DataCert. He\'s easy to get along with, and helped where he could to make my job easier. He had a good rapport with all his internal, and external clients. When talking and meeting with Roger on different projects, he had a great eye for detail, was very organized, and extremely detail oriented! Not only did he meet his deadlines, he kept the project on track, and able to beat his deadlines. Roger has the personality, and good work ethics, that would allow him to fit in well at any company!”"]']### Assistant: The agent's job is to provide exceptional customer service as a licensed realtor, and today, the agent is reaching out to the user because they need assistance with a strategic systems project coordination for their IT industry.
|
### Human: Agent: ['Felix Gomez De Fox', 'EMBA, San Francisco State University. Experienced Senior Business Analyst with a demonstrated history of working in utility and banking industries. Skilled in Business Process, Analytical Skills, Accounting, Finance, Microsoft Access, and Account Management. Strong business development professional with an Advanced Project Management Certification from Stanford University.', 'MBA | Expert Finance Business Analyst', 'Pacific Gas and Electric Company', '[{"company":"Pacific Gas and Electric Company","company_id":"pacific-gas-and-electric-company","industry":"Utilities","location":null,"positions":[{"description":"BF EO Reporting and Governance","duration":"Nov 2019 - Present 1 year 11 months","duration_short":"1 year 11 months","end_date":"Present","start_date":"Nov 2019","subtitle":"Pacific Gas and Electric Company","title":"Expert Business Finance Analyst"},{"description":"Revenue and StatisticsReporting and recommending risk visualization tools to Risk Managers as part of the Leadership program sponsored by VP of Enterprise Risk Management.Prepare and remit Utility Taxes, Excessive User Tax, Franchise Fees Surcharges, Energy Commission Taxes, Public Purpose Program Taxes for different entities including the California Tax and Fee Collection Agency, cities and counties. Safety Lead, Emergency Floor WardenVolunteering as PG&E scholarship Board Member and fundraising Vice-President for the Veterans Employee Resource Group.","duration":"Apr 2015 - Present 6 years 6 months","duration_short":"6 years 6 months","end_date":"Present","start_date":"Apr 2015","subtitle":"Pacific Gas and Electric Company","title":"Senior Business Analyst"},{"description":"Business Process Analyst, Smart Meter Billing OperationsCreated test cases and plans to perform Functional, Performance, and Regression testing before implementing enhancements to Meter Asset Management SystemsPerform Quality Assurance Process for Billing Operations Department employeesDeveloped data analysis techniques and processes to enable software and hardware meter updatesLed Electric Vehicle project to enable greater than 5,000 new smart meter customer additions from 2011 to present (0% defects). Partnered with Smart Meter Operation Center and with other departments to implement systems upgrades to positively impact ~5 million Smart Meters.Create and run queries to identify trends, anomalies","duration":"Apr 2013 Apr 2015 2 years 1 month","duration_short":"2 years 1 month","end_date":"Apr 2015","start_date":"Apr 2013","subtitle":"Pacific Gas and Electric Company","title":"Business Process Analyst"},{"description":"","duration":"Jun 2011 Mar 2013 1 year 10 months","duration_short":"1 year 10 months","end_date":"Mar 2013","start_date":"Jun 2011","subtitle":"Pacific Gas and Electric Company","title":"Business Analyst"}],"url":"https://www.linkedin.com/company/pacific-gas-and-electric-company"},{"company":"Bank of America","company_id":"bank-of-america","location":"Palo Alto, California","positions":[{"description":"","duration":"Feb 2007 May 2011 4 years 4 months","duration_short":"4 years 4 months","end_date":"May 2011","start_date":"Feb 2007","subtitle":"Bank of America","title":"Sales Representative"}],"url":"https://www.linkedin.com/company/bank-of-america"},{"company":"INTEC","company_id":null,"location":"Mexico City Area, Mexico","positions":[{"description":"Awarded a Best Teacher of the Year in 2006 by INTEC Awarded a Best Teacher of the Year in 2006 by INTEC","duration":"Jan 2005 Feb 2007 2 years 2 months","duration_short":"2 years 2 months","end_date":"Feb 2007","start_date":"Jan 2005","subtitle":"INTEC","title":"Professor"}],"url":""}]', '["Steve Alexander, PMP “I worked with Felix for several years and I was frankly amazed by her ability to get things done. She always delivered on time and produced the highest quality results. She is a capable leader and a self-starter. I knew I could give her a task to complete and that she would take care of all the details brilliantly. I never had to worry about her projects at all. Felix is an extremely hard worker and a great communicator. She takes initiative and contributes valuable ideas at all levels. I highly recommend her for a leadership position. ”","Francis Legaspi “It was an absolute pleasure working with Felix. She brings an unmatched energy and a \'go get it\' attitude with the tasks she tackles. Her positivity is infectious and undoubtedly rubs off to those around her. You can definitely sense her loyalty to the company as she has a company first rather than a \'me-first\' attitude. Felix is an asset to the company and I know she will be successful in whatever future endeavors she pursues. Thanks so much for your time, effort, and work in all the projects we shared together!”"]']
User: ['Julie Jones', 'A solar enthusiast with extensive knowledge of the renewable and high-efficiency energy industry. A leader in sustainability with more than 15 years in the energy industry. Advanced knowledge of PACE and other solar programs. Former Chair of the Renewable Energy Action Team for the Green Umbrella. Up-to-date on the newest developments in solar power, renewable energy, and sustainable development.', 'Marketing Coordinator at Solar Energy Solutions', 'Solar Energy Solutions', '[{"company":"Solar Energy Solutions","company_id":"sesre","industry":"Renewable Energy Semiconductor Manufacturing","location":null,"positions":[{"description":"","duration":"Dec 2018 - Present 2 years 8 months","duration_short":"2 years 8 months","end_date":"Present","start_date":"Dec 2018","subtitle":"Solar Energy Solutions","title":"Marketing Coordinator"},{"description":"","duration":"Dec 2018 - Present 2 years 8 months","duration_short":"2 years 8 months","end_date":"Present","start_date":"Dec 2018","subtitle":"Solar Energy Solutions","title":"Marketing Coordinator"}],"url":"https://www.linkedin.com/company/sesre"},{"company":"Dovetail Solar and Wind","company_id":"dovetail-solar-and-wind","location":null,"positions":[{"description":"Helping homeowners realize their dreams of converting to environmentally friendly solar power.","duration":"Jun 2016 - Present 5 years 2 months","duration_short":"5 years 2 months","end_date":"Present","start_date":"Jun 2016","subtitle":"Dovetail Solar and Wind","title":"Freelance Sales - Residential"},{"description":"Responsible for residential sales functions in the SW Ohio region including: following up with leads, site evaluation, design turnover, and proposal/bid generation. Outreach activities included speaking engagements at events including Sierra Club meetings, the David J. Allor conference, Green Umbrella Summit, 3e Summit at Zavier University and various community groups.","duration":"Nov 2013 Jun 2016 2 years 8 months","duration_short":"2 years 8 months","end_date":"Jun 2016","start_date":"Nov 2013","subtitle":"Dovetail Solar and Wind","title":"Sales Executive - Residential Systems Specialist"}],"url":"https://www.linkedin.com/company/dovetail-solar-and-wind"},{"company":"WYOMING YOUTH SERVICES BUREAU","company_id":"wyoming-youth-services-bureau","location":"800 Oak Street, Wyoming Ohio 45215","positions":[{"description":"Responsible for planning, overseeing, staffing, and implementing al fundraising events and the annual appeals campaign. Oversaw all marketing / promotions functions including website, direct mail appeals, press releases, traditional media, social media, and speaking engagements to promote mission. Maintained databases of donations and expenditures for budgeting and reporting.","duration":"Jun 2014 Apr 2017 2 years 11 months","duration_short":"2 years 11 months","end_date":"Apr 2017","start_date":"Jun 2014","subtitle":"WYOMING YOUTH SERVICES BUREAU","title":"Development Coordinator"}],"url":"https://www.linkedin.com/company/wyoming-youth-services-bureau"},{"company":"Solar Earth, LLC","company_id":null,"location":"","positions":[{"description":"","duration":"Dec 2011 Sep 2013 1 year 10 months","duration_short":"1 year 10 months","end_date":"Sep 2013","start_date":"Dec 2011","subtitle":"Solar Earth, LLC","title":"Chief Marketing Officer and Co-founder"}],"url":""},{"company":"International Society for Six Sigma Certifications","company_id":"international-society-for-six-sigma-certifications","location":"","positions":[{"description":"","duration":"May 2009 May 2011 2 years 1 month","duration_short":"2 years 1 month","end_date":"May 2011","start_date":"May 2009","subtitle":"International Society for Six Sigma Certifications","title":"Marketing Coordinator"}],"url":"https://www.linkedin.com/company/international-society-for-six-sigma-certifications"},{"company":"Cinergy (now Duke Energy)","company_id":null,"location":"","positions":[{"description":"","duration":"Aug 1999 Jun 2005 5 years 11 months","duration_short":"5 years 11 months","end_date":"Jun 2005","start_date":"Aug 1999","subtitle":"Cinergy (now Duke Energy)","title":"Senior Marketing Coordinator"}],"url":""}]', '["“I had the pleasure of working with Julie for several years. She is a very talented and conscientious individual and was a key contributor to our organization\'s success.”","“Julie was a tremendous resource for our development team at Cinergy. She was insightful, creative, diligent and extremely committed to her work, and co-workers. I always look forward to the opportunity to work with her once again.”"]']### Assistant: The agent's job is to analyze and develop business processes for a utility company, and today the user is reaching out to the agent because they need assistance in implementing solar energy solutions for their company.
|
### Human: Agent: ['Roshni Arul', 'I have close to 2 years of experience in communicating, influencing and decision-making through Data Analytics and posses an innate ability to connect the dots, problem-solve, obsession for customer service and a never give up attitude. I am a graduate from UT Dallas with a Master’s in Management Science. Love exploring products and services by using advanced analytics, standing up big-data analytical tools, creating and maintaining models, and getting my hands dirty with data. Enjoy meeting new people, learning new things, traveling and music. I am interested in a career in Data Science. Please feel free to get in touch with me via email at roshni96arul@gmail.com. https://roshniarul.weebly.com/ Areas of Strength and Expertise Strengths: Data Analysis, Data Visualization, Data Mining, Database Design and Implementation Language: English, Tamil Computing Language/Software: Advanced Excel, Python, SQL Server, C#, MySQL, R studio, Java,Cics,Cobol,Db2 Data Visualization: Google Analytics, MS Power BI, SAS Analytics, Tableau', 'Business Analyst | Management Science | Data Analytics | The University of Texas at Dallas | Machine learning | R | SAS | Tableau', 'North Central Texas Trauma Regional Advisory Council', '[{"company":"North Central Texas Trauma Regional Advisory Council","company_id":"north-central-texas-trauma-regional-advisory-council","industry":"Non-profit Organizations","location":"Texas, United States","positions":[{"description":"Business Analyst Business Analyst","duration":"Aug 2021 - Present 3 months","duration_short":"3 months","end_date":"Present","start_date":"Aug 2021","subtitle":"North Central Texas Trauma Regional Advisory Council","title":"NCTTRAC"}],"url":"https://www.linkedin.com/company/north-central-texas-trauma-regional-advisory-council"},{"company":"The University of Texas at Dallas","company_id":"university-of-texas-at-dallas","location":"Richardson, Texas, United States","positions":[{"description":"","duration":"Nov 2019 Aug 2021 1 year 10 months","duration_short":"1 year 10 months","end_date":"Aug 2021","start_date":"Nov 2019","subtitle":"The University of Texas at Dallas","title":"Parking Enforcement Officer Lead"}],"url":"https://www.linkedin.com/company/university-of-texas-at-dallas"},{"company":"Cognizant","company_id":null,"location":"Chennai, Tamil Nadu","positions":[{"description":"• Executed quality control by data cleansing in the form of SQL queries to ensure data integrity • Collaborated with data architect, business users and developer team to validate issues and defects; successfully resolved them before the deadline • Proposed creation of a new database table to improve data flow in the client application and implemented the model successfully • Developed and ran batch programs to update claims in the database using overnight batch jobs which corrected the vendor details of corrupt files • Automated the process of data extraction, which involved direct interaction with the database server to improve the testing phase","duration":"Dec 2017 Jun 2019 1 year 7 months","duration_short":"1 year 7 months","end_date":"Jun 2019","start_date":"Dec 2017","subtitle":"Cognizant","title":"Data Analyst"}],"url":""}]', '["Lakshmi Rejithkumar “I had the privilege of working with Roshni Arul for 6 months while at Cognizant Technology solutions. I saw her not only excel at the core elements of her job as a Programmer Analyst; but, also learn other tasks that extended well beyond the scope of her role. Roshni has grown in her understanding of the business and has a willingness to learn and take on new responsibilities. Her mastery for both her core role, and the projects that extend beyond it, have been critical to the Team\'s growth. She is a great asset to have on a team.”","Sanjukta A. “When it comes to data analytics, Roshni has a fresh perspective. She is well versed with data-mining, data-visualization techniques. She is capable of finding measurable results in everything she does. Roshni has worked with different teams on various projects. Roshni is a brilliant combination of being a very good collaborator and an effective communicator. Having worked together on various assignments and group studies for examinations, I can vouch for the fact that Roshni is not only good at understanding concepts but also very willing to learn and share her knowledge. This in my opinion is a great recipe to be successful on the professional front. Roshni has been one of my first acquaintances in graduate school and I knew instantly that our relation is going to grow into a very strong professional and personal bond. Roshni is a kind hearted and helpful person. She is extremely considerate and a lovely asset to any team that she becomes a part of. I would always wish her the very best in anything that she undertakes. ”"]']
User: ['Tori Nicholson', 'Experienced professional interested in positions that support Human Resource functions. Strong clerical skills, excellent at establishing working relationships and serving as a liaison between management and employees to identify issues.', 'Administrative Professional', 'Private', '[{"company":"Private","company_id":null,"location":"","positions":[{"description":"","duration":"Jun 2020 - Present 1 year 5 months","duration_short":"1 year 5 months","end_date":"Present","start_date":"Jun 2020","subtitle":"Private","title":"Human Resources Office Manager"}],"url":""},{"company":"Express Employment Professionals","company_id":"express-employment-professionals_163746","location":"United States","positions":[{"description":"","duration":"Nov 2011 May 2020 8 years 7 months","duration_short":"8 years 7 months","end_date":"May 2020","start_date":"Nov 2011","subtitle":"Express Employment Professionals","title":"Employment Specialist"}],"url":"https://www.linkedin.com/company/express-employment-professionals_163746"}]', '["Mike Cummings “Tori was a pleasure to work with. Her hands on approach was the difference. She was always prompt and friendly when providing services and correcting issues. I wouldn\'t hesitate on working closely with her again. ”","Danisha Lowe “Tori is an awesome person to work with. She is very stern and communicates very well. She also works well under pressure. I Have always believed in her journey to success and how she instills success in others. For questions or converse please feel free to contact to me Via email lowedanisha@yahoo.com ”"]']### Assistant: The agent's job is to serve as a liaison between management and employees to identify issues, and today the user is reaching out to the agent because they need assistance with establishing working relationships within their organization.
|
### Human: Agent: ['Christine DiMuro', 'Specialties: Relationship management Development Integrated marketing Direct marketing Advertising Marketing communications Project management Customer acquisition and retention strategies Database marketing and analytics Data quality and evaluation Grant research and writing', 'Director of Membership and Sponsorship at Genesee Country Village & Museum', 'Genesee Country Village & Museum', '[{"company":"Genesee Country Village & Museum","company_id":"genesee-country-village-&-museum","industry":"Museums, Historical Sites, and Zoos","location":"Mumford, New York, United States","positions":[{"description":"Plan and implement strategic plans to raise funds for GCV&M’s operation and vital programs. Develop mutually beneficial partnerships with local, regional, and national corporations. Grow the membership base through developing strong, long-term relationships with the members. Plan and implement strategic plans to raise funds for GCV&M’s operation and vital programs. Develop mutually beneficial partnerships with local, regional, and national corporations. Grow the membership base through developing strong, long-term relationships with the members.","duration":"Dec 2020 - Present 1 year 6 months","duration_short":"1 year 6 months","end_date":"Present","start_date":"Dec 2020","subtitle":"Genesee Country Village & Museum","title":"Director of Membership and Sponsorship"}],"url":"https://www.linkedin.com/company/genesee-country-village-&-museum"},{"company":"digm, LLC","company_id":"digm-llc","location":"Rochester, New York Area","positions":[{"description":"Strategize, develop, and implement campaigns and communication strategies that create awareness and action for a variety of clients and industries (both B2C and B2B). The goal is to create an experience for the audience throughout their lifecycle and provide revenue growth for my clients. Project manager for the multi-functional team. Strategize, develop, and implement campaigns and communication strategies that create awareness and action for a variety of clients and industries (both B2C and B2B). The goal is to create an experience for the audience throughout their lifecycle and provide revenue growth for my clients. Project manager for the multi-functional team.","duration":"Nov 2018 Aug 2020 1 year 10 months","duration_short":"1 year 10 months","end_date":"Aug 2020","start_date":"Nov 2018","subtitle":"digm, LLC","title":"Account Director"}],"url":"https://www.linkedin.com/company/digm-llc"},{"company":"Catalyst","company_id":"catalyst_26721","location":null,"positions":[{"description":"Delivered program-related consultative support and strategy recommendations to develop and implement database marketing programs. Responsibilities included maintaining client relationship and project management.","duration":"Dec 2012 Oct 2018 5 years 11 months","duration_short":"5 years 11 months","end_date":"Oct 2018","start_date":"Dec 2012","subtitle":"Catalyst","title":"Account Director"},{"description":"Managed the marketing automation systems for direct mail, email, and mobile campaignsProvided reports and analytics focused on continuous improvement of program results","duration":"May 2011 Dec 2012 1 year 8 months","duration_short":"1 year 8 months","end_date":"Dec 2012","start_date":"May 2011","subtitle":"Catalyst","title":"Database Marketing Analyst"}],"url":"https://www.linkedin.com/company/catalyst_26721"},{"company":"Visiting Nurse Service of Rochester","company_id":null,"location":"","positions":[{"description":"Coordinated the development and implementation of fundraising appeals Coordinated the development and implementation of fundraising appeals","duration":"Sep 2009 May 2011 1 year 9 months","duration_short":"1 year 9 months","end_date":"May 2011","start_date":"Sep 2009","subtitle":"Visiting Nurse Service of Rochester","title":"Development Coordinator"}],"url":""},{"company":"Catalyst Direct","company_id":"catalyst_26721","location":"","positions":[{"description":"","duration":"Apr 2009 Feb 2010 11 months","duration_short":"11 months","end_date":"Feb 2010","start_date":"Apr 2009","subtitle":"Catalyst Direct","title":"Project Manager"}],"url":"https://www.linkedin.com/company/catalyst_26721"},{"company":"Cool Rochester","company_id":null,"location":"","positions":[{"description":"It is about being part of the solution when it comes to climate change. Worked with a grassroot environmental group to get the word out on how to reduce your carbon footprint. My focus was on the marketing and publicity strategy. It is about being part of the solution when it comes to climate change. Worked with a grassroot environmental group to get the word out on how to reduce your carbon footprint. My focus was on the marketing and publicity strategy.","duration":"Jun 2009 Oct 2009 5 months","duration_short":"5 months","end_date":"Oct 2009","start_date":"Jun 2009","subtitle":"Cool Rochester","title":"Director of Marketing - Volunteer"}],"url":""},{"company":"Monroe Community Hospital Foundation","company_id":null,"location":"","positions":[{"description":"A great organization that is home to a diverse set of people. I helped with the general foundation duties, fundraising efforts and providing advice on how they can improve their database. A great organization that is home to a diverse set of people. I helped with the general foundation duties, fundraising efforts and providing advice on how they can improve their database.","duration":"Feb 2009 Sep 2009 8 months","duration_short":"8 months","end_date":"Sep 2009","start_date":"Feb 2009","subtitle":"Monroe Community Hospital Foundation","title":"Volunteer"}],"url":""},{"company":"Catalyst Direct","company_id":"catalyst_26721","location":"","positions":[{"description":"As an Account Director my responsibilities included maintaining a long-term relationship with clients, along with planning and implementing direct marketing programs. As an Account Director my responsibilities included maintaining a long-term relationship with clients, along with planning and implementing direct marketing programs.","duration":"May 2006 Nov 2008 2 years 7 months","duration_short":"2 years 7 months","end_date":"Nov 2008","start_date":"May 2006","subtitle":"Catalyst Direct","title":"Account Director"}],"url":"https://www.linkedin.com/company/catalyst_26721"},{"company":"Equient","company_id":null,"location":"","positions":[{"description":"Equient was a data and marketing analytics firm that was acquired by Catalyst Direct Inc. in 2006. Equient specialized in customer profiling, segmentation and statistical modeling. My responsibilities at Equient included account and project management. Equient was a data and marketing analytics firm that was acquired by Catalyst Direct Inc. in 2006. Equient specialized in customer profiling, segmentation and statistical modeling. My responsibilities at Equient included account and project management.","duration":"Jul 1998 Apr 2006 7 years 10 months","duration_short":"7 years 10 months","end_date":"Apr 2006","start_date":"Jul 1998","subtitle":"Equient","title":"Account Executive"}],"url":""}]', '["Daniel Jones “I worked closely with Chris on various creative projects for both Scotts Lawn and Strong Hospital. Chris is an exceptional account person with excellent attention to detail and a clear understanding of the client\'s needs and objectives. She works well with Creative — getting questions answered, always providing guidance and support along the process to ensure a quality end product. Chris is a reliable, committed team player, with strong communication skills. She\'s smart, self-motivated and proactive, flexible and adaptable, and has proven strategic and problem-solving skills. But most importantly, Chris is truly a pleasure to work with. A great sense of humor and a positive attitude — always up for a challenge, and always with a smile on her face.”","Marcelo Lanas “In the 7 plus years Christine and I worked together, she has shown consummate professionalism, exceptional attention to detail and project/client management skills. Since Christine was involved in supporting almost all of my business activity I can say with certainty that her dedication, excellent communication skills and ability to manage cross functional resources helped me become extremely successful in growing the business and making our customers feel like they always come first.”"]']
User: ['Gregory Curry, MBA', 'Marketing professional with experience in the development and execution of consumer and business retailmarketing, advertising and sales lead generation programs. Combines expertise in strategic market planning, organizational leadership and project management with strong qualifications in campaign design, new product/service development and market launch.Specialties: Event Planning, Marketing, Finance, Consumer Packaged Goods, Direct-to-Consumer, Promotions', 'Marketing professional with experience developing, coordinating, and executing strategic marketing campaigns.', 'AAA Carolinas', '[{"company":"AAA Carolinas","company_id":"aaa-carolinas","industry":"Consumer Services","location":null,"positions":[{"description":"","duration":"Apr 2020 - Present 1 year 4 months","duration_short":"1 year 4 months","end_date":"Present","start_date":"Apr 2020","subtitle":"AAA Carolinas","title":"Insurance Dist Marketing Director"},{"description":"","duration":"2018 Apr 2020 2 years","duration_short":"2 years","end_date":"Apr 2020","start_date":"2018","subtitle":"AAA Carolinas","title":"Marketing Manager"}],"url":"https://www.linkedin.com/company/aaa-carolinas"},{"company":"Lowe\'s Home Improvement","company_id":"lowe%27s-home-improvement","location":null,"positions":[{"description":"","duration":"2013 2017 4 years","duration_short":"4 years","end_date":"2017","start_date":"2013","subtitle":"Lowe\'s Home Improvement","title":"Marketing Manager"},{"description":"","duration":"2012 2013 1 year","duration_short":"1 year","end_date":"2013","start_date":"2012","subtitle":"Lowe\'s Home Improvement","title":"Specialist Initiative Strategy"}],"url":"https://www.linkedin.com/company/lowe%27s-home-improvement"},{"company":"Ogilvy CommonHealth Worldwide","company_id":"ogilvy-health-north-america","location":"","positions":[{"description":"","duration":"2006 2011 5 years","duration_short":"5 years","end_date":"2011","start_date":"2006","subtitle":"Ogilvy CommonHealth Worldwide","title":"Sr. Account Executive"}],"url":"https://www.linkedin.com/company/ogilvy-health-north-america"},{"company":"Tranzact","company_id":"tranzact-technologies-inc","location":"","positions":[{"description":"","duration":"2005 2006 1 year","duration_short":"1 year","end_date":"2006","start_date":"2005","subtitle":"Tranzact","title":"Senior Account Manager"}],"url":"https://www.linkedin.com/company/tranzact-technologies-inc"},{"company":"Peoples Education","company_id":"peoples-education","location":"","positions":[{"description":"","duration":"2002 2005 3 years","duration_short":"3 years","end_date":"2005","start_date":"2002","subtitle":"Peoples Education","title":"Account Manager"}],"url":"https://www.linkedin.com/company/peoples-education"}]', '["“Greg is a dynamic Marketing leader who works collaboratively with co-workers and puts the customer first. He would be an asset to any organization. He ensured the team culture was fun, energetic and inclusive. I would recommend him to any marketing team.”","“Greg is an extremely passionate marketer and champion for the Lowe\'s brand. As his counterpart with the advertising agency, I worked hand-in-hand with Greg and his extended team to develop advertising programs across Broadcast, Social Media, and Digital Advertising. He is always thinking about the next step in the strategy, and where to bring Lowe\'s most authentically into the multicultural space. He balanced an eye for branding and the push for transactional conversion well. It was a pleasure working with him, and I hope to do so again in the future.”"]']### Assistant: The agent's job is to develop and implement strategic marketing campaigns, while the user is reaching out to the agent because they need assistance with coordinating and executing consumer and business retail marketing programs.
|
### Human: Agent: ['Kexin Chen', 'Software Engineer at Apple Media Products. Master of Information Systems Management in Heinz College, Carnegie Mellon University. Bachelor of science in Peking University. Majored in computer science and technology. Skills: Java, Python, Scala, C/C++, SQL, HTML, JavaScript, Linux, R, Relational Databases, HBase, MongoDB, Apache Solr, Hadoop, Spark, Kafka, YARN, Pig, Docker, AWS, Git Interests: Big Data Engineering, Cloud Computing, Machine Learning, Web Development Thank you for viewing my profile!', 'Senior Software Engineer at Apple', 'Apple', '[{"company":"Apple","company_id":"apple","industry":"Computers and Electronics Manufacturing","location":null,"positions":[{"description":"","duration":"Sep 2021 - Present 8 months","duration_short":"8 months","end_date":"Present","start_date":"Sep 2021","subtitle":"Apple","title":"Senior Software Engineer"},{"description":"Apple Media Products Core Services","duration":"Jan 2019 Sep 2021 2 years 9 months","duration_short":"2 years 9 months","end_date":"Sep 2021","start_date":"Jan 2019","subtitle":"Apple","title":"Software Engineer"}],"url":"https://www.linkedin.com/company/apple"},{"company":"Oath","company_id":"oathco","location":"San Francisco Bay Area","positions":[{"description":"","duration":"Jul 2018 Dec 2018 6 months","duration_short":"6 months","end_date":"Dec 2018","start_date":"Jul 2018","subtitle":"Oath","title":"Software Engineer"}],"url":"https://www.linkedin.com/company/oathco"},{"company":"Carnegie Mellon University","company_id":"carnegie-mellon-university","location":"Greater Pittsburgh Area","positions":[{"description":"Teaching assistant for 08-722: Data Structures for Application Programmers• Held office hours to review concepts in lectures, explain the implementation details of homework and help students with problems on homework.• Graded quizzes and coding assignments. Teaching assistant for 08-722: Data Structures for Application Programmers• Held office hours to review concepts in lectures, explain the implementation details of homework and help students with problems on homework.• Graded quizzes and coding assignments.","duration":"Mar 2018 May 2018 3 months","duration_short":"3 months","end_date":"May 2018","start_date":"Mar 2018","subtitle":"Carnegie Mellon University","title":"Graduate Teaching Assistant"}],"url":"https://www.linkedin.com/company/carnegie-mellon-university"},{"company":"Silicon Studio","company_id":"silicon-studio","location":"Tokyo, Japan","positions":[{"description":"• Worked on both back-end and front-end for the data analytics platform to support products like game lifespan prediction, sprint A/B testing and player habits recognition.• Implemented basic data analysis on game player behavior data and conducted UI design for data visualization on the web application.• Independently designed and implemented a new product to predict the next item each user would purchase, for personalized recommendations and maximizing in-app purchases; presented demo to CEO and received great feedback; currently still one of the key products in the company.• Implemented data source integration with Amazon Storage, Google Storage and relational databases.","duration":"May 2017 Aug 2017 4 months","duration_short":"4 months","end_date":"Aug 2017","start_date":"May 2017","subtitle":"Silicon Studio","title":"Big Data Engineer"}],"url":"https://www.linkedin.com/company/silicon-studio"},{"company":"Huikedu Group 慧科集团","company_id":"huikedu-group","location":"Beijing City, China","positions":[{"description":"• Translated and rewrote technical articles related with UX design, programming and internet technology.• Published the articles to several platforms (http://www.gbtags.com/, http://www.igeekbar.com/, WeChat).• Publicized the articles and operated the platforms. Articles have been viewed for over 14,000 times. • Translated and rewrote technical articles related with UX design, programming and internet technology.• Published the articles to several platforms (http://www.gbtags.com/, http://www.igeekbar.com/, WeChat).• Publicized the articles and operated the platforms. Articles have been viewed for over 14,000 times.","duration":"Jul 2016 Aug 2016 2 months","duration_short":"2 months","end_date":"Aug 2016","start_date":"Jul 2016","subtitle":"Huikedu Group 慧科集团","title":"Technical Editor, Intern"}],"url":"https://www.linkedin.com/company/huikedu-group"},{"company":"IBM","company_id":"ibm","location":"Beijing City, China","positions":[{"description":"IBM Blue Pathway Summer Intern Program• Undertook daily operation and maintenance for Bank of China mainframe system.• Performed data recovery, supervision in system patch installation process and test implementation, and execution for the version upgrade of mainframe system Z/OS. • Got IBM Database Administrator Certification.• Proposed a solution called “Smart Carbon Management Platform” supported by over 200 IBM senior employees in the intern group activity CAMSS Solution Innovation Campaign. • Won the Best Team award.","duration":"Jul 2015 Aug 2015 2 months","duration_short":"2 months","end_date":"Aug 2015","start_date":"Jul 2015","subtitle":"IBM","title":"IT Specialist"}],"url":"https://www.linkedin.com/company/ibm"},{"company":"Bank of China","company_id":"bank-of-china","location":"Beijing City, China","positions":[{"description":"• Studied the architecture of bank mainframe and the operating structure with strong ability of disaster recovery.• Participated in DB2 environment setup and test for the production line of production system of Center of Card as the center was relocated in the information center from another place.• Participated in experience-sharing session about the industry problem of mainframe operation and management, and reported the core problem of mainframe operation in financial industry. • Studied the architecture of bank mainframe and the operating structure with strong ability of disaster recovery.• Participated in DB2 environment setup and test for the production line of production system of Center of Card as the center was relocated in the information center from another place.• Participated in experience-sharing session about the industry problem of mainframe operation and management, and reported the core problem of mainframe operation in financial industry.","duration":"Jan 2015 Feb 2015 2 months","duration_short":"2 months","end_date":"Feb 2015","start_date":"Jan 2015","subtitle":"Bank of China","title":"Mainframe Operator, Intern"}],"url":"https://www.linkedin.com/company/bank-of-china"}]', '["Africa Perianez “Kexin is a world-class computer scientist. She is sharp, determined and meticulous. And very intelligent. Her contributions to the team from the first day were extraordinary. I would definitely love to work with her again! ”","Sovann Lay “A sharp young mind, intelligent and energetic, Kexin ”"]']
User: ['Jennifer Cooper', 'Accomplished, results-driven Senior Digital Marketing Manager with solid experience in planning and executing strategic marketing and digital initiatives. Extensive experience managing online media, search engine optimization (SEO), paid media, websites, vendor relationships. Analytical and data driven with proven experience analyzing and reporting performance effectiveness of digital marketing campaigns. Highly effective at balancing the demands of multiple projects and multiple teams utilizing outstanding communication, organizational and project management skills. Articulate and persuasive with strong leadership and team-building skills.', 'Digital Marketing | E Commerce | Client Services | Management', 'Marriott International', '[{"company":"Marriott International","company_id":"marriott-international","industry":"Hospitality","location":"United States","positions":[{"description":"","duration":"Aug 2021 - Present 7 months","duration_short":"7 months","end_date":"Present","start_date":"Aug 2021","subtitle":"Marriott International","title":"Senior Marketing Manager"}],"url":"https://www.linkedin.com/company/marriott-international"},{"company":"Marriott International","company_id":"marriott-international","location":null,"positions":[{"description":"Managed cost per acquisition (CPA), e-media, display advertising and retargeting, paid media, SEM, SEO, hotel website and vendor management in partnership with corporate teams for implementation of initiatives. Consulted and collaborated as the subject matter expert with clients for creative digital strategies, opportunities and return on investment, resulting in increased visibility, revenue and bookings Increased return on investment by 22% for a challenging franchise client by increasing bookings through improved online presence, online advertising and greater spend on paid media. Exceeded all annual Revenue and Room Night growth goals by 28% through website management, advertising on paid search channels, online travel agencies, social media sites and metasearch sites. Appointed member of the corporate paid media advocacy group, providing feedback and suggestions regarding account management, production, reporting and future enhancements to the program. Managed all online digital for multi-brand clients in the Pacific Northwest and California","duration":"May 2016 Oct 2020 4 years 6 months","duration_short":"4 years 6 months","end_date":"Oct 2020","start_date":"May 2016","subtitle":"Marriott International","title":"Digital Client Services Manager 2016- 2020"},{"description":"Managed, planned and successfully executed the first corporate hotel brand transition from Renaissance to Marriott. Developed protocols, timelines, online initiatives, vendor coordination and ensured all was completed and correct throughout internet booking and directory sites and Marriott.com by the official corporate brand switch date.Led a Pre-Opening Lead Team of 8 managers to develop comprehensive document and timeline for marketing and ecommerce teams to utilize for pre-openings, name/logo changes and reflagging hotels from another brand as well as changing brands within Marriott.Developed and led a team of 6 Marketing and Digital Managers for search engine optimization roles, responsibilities and alignment of duties for marketing and e commerce.","duration":"Jan 2011 May 2016 5 years 5 months","duration_short":"5 years 5 months","end_date":"May 2016","start_date":"Jan 2011","subtitle":"Marriott International","title":"Cluster E Commerce Manager"},{"description":"Managed online media planning, budgets, e-mail marketing, social media, website management, e-newsletters, database management and all tracking and reporting.Analyzed vendors and managed SEO for 70 clients in the Western Region growing natural search bookings year over year and increasing revenue 32%.Selected top 3 vendors based on performance.Developed, managed and executed marketing campaigns and regional eCommerce initiatives to increase bookings during need times in North America.Coordinated and managed all e-mail campaigns for Western Region and grew revenue year over year by over 100% to $10 million. Instituted new tracking and reporting for all e-mail campaigns. Developed and executed online media plans.","duration":"Oct 2004 Mar 2011 6 years 6 months","duration_short":"6 years 6 months","end_date":"Mar 2011","start_date":"Oct 2004","subtitle":"Marriott International","title":"E Commerce Manager"},{"description":"Managed all database management, direct mail, media plans, regional website design and management.","duration":"Apr 2000 Oct 2004 4 years 7 months","duration_short":"4 years 7 months","end_date":"Oct 2004","start_date":"Apr 2000","subtitle":"Marriott International","title":"Direct Mail/Database Manager"}],"url":"https://www.linkedin.com/company/marriott-international"}]', '["David Bailey “I have worked with Jennifer since 1999 and have found her extremely competent and exceptionally though. She has a great understanding of all aspects of marketing especially online and database. Jen would be an asset to any team or as a your sole champion. We have launched many successful campaigns together and I look forward to working with her throughout her career.”","Karen Savo “I\'ve worked with Jennifer for more than five years, and during that time she has always demonstrated a consistency in effective competence and an incredible work ethic that is uncommon in today\'s marketplace. She\'s a savvy marketer that innovates in the highly competitive and challenging arena of hoteliers. I continue to learn from her and enjoy the opportunity to help her in efforts to lead Marriott\'s e-marketing programs.”"]']### Assistant: The agent's job is to manage digital marketing initiatives, and today they are reaching out to the user because they need assistance in optimizing their online presence and increasing revenue through strategic marketing campaigns.
|
### Human: Agent: ['Todd Coffin', 'Formerly working in Kenya Africa as a volunteer. ( Electrical work at an orphanage on solar systems and anything that needed repairs) previously worked in Antarctica as a power plant electrician/ operator. Retired from Gulf Power Company. Power Plant Operations. Electrical & Instrumentation Control. Waste Water Treatment Plants. SCADA, Environmental Controls. ( Electrostatic Precipitators, Selective Catalytic Reduction, SNCR, Scrubbers). Rockwell Automation. Emerson Process Controls. Programmable Logic Controllers. Variable Frequency Drives. Limitorque, Alma & RoTorque, auto valves.', 'Semi-Retired', 'Self-employed', '[{"company":"Self-employed","company_id":null,"location":"","positions":[{"description":"","duration":"Jan 2017 - Present 5 years 3 months","duration_short":"5 years 3 months","end_date":"Present","start_date":"Jan 2017","subtitle":"Self-employed","title":"Semi Retired"}],"url":""},{"company":"PAE Design and Facility Management","company_id":"pae-design-and-facility-management","location":"Antarctica","positions":[{"description":"","duration":"Oct 2017 Nov 2017 2 months","duration_short":"2 months","end_date":"Nov 2017","start_date":"Oct 2017","subtitle":"PAE Design and Facility Management","title":"Power Plant & Water plant electrician. Power Plant Operator."}],"url":"https://www.linkedin.com/company/pae-design-and-facility-management"},{"company":"Gulf Power Company","company_id":"gulf-power-company","location":null,"positions":[{"description":"Electrical support, troubleshooting, maintenance & generating unit(s) startup support. PLC, automation & controls, Genguard / Cyber security.","duration":"Mar 1991 Feb 2017 26 years","duration_short":"26 years","end_date":"Feb 2017","start_date":"Mar 1991","subtitle":"Gulf Power Company","title":"Power Plant Maintenance Electrician."},{"description":"Completed the Journeyman Electrical earned progression testing & training program, levels 1 thru 4.","duration":"Mar 1991 Feb 2017 26 years","duration_short":"26 years","end_date":"Feb 2017","start_date":"Mar 1991","subtitle":"Gulf Power Company","title":"Level IV Electrical Journeyman."},{"description":"Completed the Journeyman Instrumentation & Controls Technician, earned progression testing & training program, levels 1 thru 4.","duration":"Mar 1991 Feb 2017 26 years","duration_short":"26 years","end_date":"Feb 2017","start_date":"Mar 1991","subtitle":"Gulf Power Company","title":"Control Technician"}],"url":"https://www.linkedin.com/company/gulf-power-company"},{"company":"Groth Corporation","company_id":"groth-corporation","location":"","positions":[{"description":"Industrial valve repair for the oil and gas industry. Worked at Exon, Amoco,Rohm and Haas chemicals. In-line valve repair & machining. Industrial valve repair for the oil and gas industry. Worked at Exon, Amoco,Rohm and Haas chemicals. In-line valve repair & machining.","duration":"Dec 1990 Jan 1991 2 months","duration_short":"2 months","end_date":"Jan 1991","start_date":"Dec 1990","subtitle":"Groth Corporation","title":"Industrial valve repair"}],"url":"https://www.linkedin.com/company/groth-corporation"},{"company":"US Navy","company_id":"us-navy","location":"Greater San Diego Area, Philadelphia PA, Pensacola, FL.","positions":[{"description":"Power plant & Boiler operation, maintenance & inspection.Operation, Maintenance & repair of maritime Boiler & Propulsion systems. Boiler water / Feed-water chemical test & analysis. Power plant & Boiler operation, maintenance & inspection.Operation, Maintenance & repair of maritime Boiler & Propulsion systems. Boiler water / Feed-water chemical test & analysis.","duration":"Feb 1984 Feb 1990 6 years 1 month","duration_short":"6 years 1 month","end_date":"Feb 1990","start_date":"Feb 1984","subtitle":"US Navy","title":"Boiler Technician"}],"url":"https://www.linkedin.com/company/us-navy"},{"company":"Wheeled Coach Ambulance Sales","company_id":"wheeled-coach-ambulance-sales","location":"Orlando, Florida Area","positions":[{"description":"Quality control and repair tech. Specialty vehicles. Quality control and repair tech. Specialty vehicles.","duration":"Aug 1982 Jan 1984 1 year 6 months","duration_short":"1 year 6 months","end_date":"Jan 1984","start_date":"Aug 1982","subtitle":"Wheeled Coach Ambulance Sales","title":"Quality Control"}],"url":"https://www.linkedin.com/company/wheeled-coach-ambulance-sales"}]', '["James Craven “Todd is one of the most knowledgeable, skilled, and helpful colleagues I have had the pleasure of working with, during my career. His expertise in all facets of electrical, instrumentation, control systems, and plant processes is above and beyond the norm. More importantly, Todd truly cares about his work and the people he works with.”","Cherie McCullah “Todd was a huge help to us here at the orphanage in Costa Rica. He fixed electrical problems that were harmful to the children and others living in the home, he fixed our computers to work better and to have a backup system, he set up a security system for us. We look forward to his next visit. ”"]']
User: ['Jessica Spiezio', 'https://linktr.ee/jessicaspiezio', 'Lead Designer at MegaVolt — Founder of Totl', 'Totl', '[{"company":"Totl","company_id":"totlecybernetics","industry":"Technology, Information and Media","location":"New York City Metropolitan Area","positions":[{"description":"","duration":"2020 - Present 2 years","duration_short":"2 years","end_date":"Present","start_date":"2020","subtitle":"Totl","title":"Founder"}],"url":"https://www.linkedin.com/company/totlecybernetics"},{"company":"Design Roles","company_id":"jessica-spiezio-design","location":"","positions":[{"description":"Current Position: Lead Designer at MegaVolt CorpPrevious Positions: UI/UX Designer at Etomon Product Designer at M.A. Service 360 Product Designer at Udeesa Co-Founder & Lead Designer at VertraSpecializing in Web3 & Modern Design Current Position: Lead Designer at MegaVolt CorpPrevious Positions: UI/UX Designer at Etomon Product Designer at M.A. Service 360 Product Designer at Udeesa Co-Founder & Lead Designer at VertraSpecializing in Web3 & Modern Design","duration":"Oct 2015 - Present 6 years 10 months","duration_short":"6 years 10 months","end_date":"Present","start_date":"Oct 2015","subtitle":"Design Roles","title":"UI/UX/Product Designer"}],"url":"https://www.linkedin.com/company/jessica-spiezio-design"},{"company":"Fullstack Academy","company_id":"fullstack-academy","location":"New York City Metropolitan Area","positions":[{"description":"","duration":"2020 2021 1 year","duration_short":"1 year","end_date":"2021","start_date":"2020","subtitle":"Fullstack Academy","title":"Teaching Fellow"}],"url":"https://www.linkedin.com/company/fullstack-academy"},{"company":"Lehigh University","company_id":"lehigh-university","location":"Silicon Valley, California, United States","positions":[{"description":"","duration":"Jan 2019 2019 less than a year","duration_short":"less than a year","end_date":"2019","start_date":"Jan 2019","subtitle":"Lehigh University","title":"Silicon Valley Program"}],"url":"https://www.linkedin.com/company/lehigh-university"}]', '["Branden Sherman “I was recently able to be Project Lead on Jessica\'s Capstone Project and I have been deeply impressed by her incredible design skills and exceptional abilities as a software developer. She is a great communicator with a positive spirit and her attention to detail is strong. In addition, she has shown countless times a determination to hold her work to a higher standard and make sure that it is reached. I highly recommend Jessica and I know that any team would benefit from having her on it.”","LinkedIn User “I had the pleasure of working with Jess on our Fullstack Academy Capstone presentation; Topper. From her design expertise to her exceptional work ethic, her significant contributions took our product to the next level. Any team would be lucky to work with Jessica and I look forward to seeing all that she accomplishes in the future! ”"]']### Assistant: The agent's job is to provide technical support and assistance in electrical and instrumentation control systems, and today, the agent is reaching out to the user because they need assistance with designing and implementing a new user interface for a software project.
|
### Human: Agent: ['Judy Karman', 'After many years in the financial corporate sector in training and management positions, I move my talents over to my passion for the entertainment industry. In 2012 I started Lady J & Associates and currently the CEO. I am a member of SAG-AFTRA and in April 2014 join the team at Dream Cinema Productions, a fast growing film production company as a Co-Producer. In 2015 I assumed the role of Director of Public Relations for the USA division. We are currently in production with large budget films, theatrical for the US and International markets with distribution. In addition, I have a background in publicity and media as well as in radio. On request, I am a sought after speaker to discuss the business side of entertainment business as well as networking and relationship building. I am a member of "The World Networks Inc." a professional business networking organization serving as an ambassador and advisory board member.', 'Co-Producer/Actor -Dream Cinema Productions LLC International', 'Dream Cinema Films LLC International', '[{"company":"Dream Cinema Films LLC International","company_id":null,"location":"Greater Los Angeles Area","positions":[{"description":"Co produces large budget theatrical Films with International distributionPublicity, Media experience, background in radio, and filmInvestor relationsProject management on films and company projects through completionStrategic management planning for movie slates and special projectsMember of SAG-AFTRA","duration":"Apr 2014 - Present 7 years 5 months","duration_short":"7 years 5 months","end_date":"Present","start_date":"Apr 2014","subtitle":"Dream Cinema Films LLC International","title":"Co Producer/Actor"}],"url":""},{"company":"Dream Cinema Films LLC International","company_id":null,"location":"Greater Los Angeles Area","positions":[{"description":"Co produces large budget theatrical Films with International distributionPublicity, Media experience, background in radio, and filmInvestor relationsProject management on films and company projects through completionStrategic management planning for movie slates and special projectsMember of SAG-AFTRA","duration":"Sep 2015 - Present 6 years","duration_short":"6 years","end_date":"Present","start_date":"Sep 2015","subtitle":"Dream Cinema Films LLC International","title":"Director Of Public Relations"}],"url":""},{"company":"Lady J & Associates","company_id":null,"location":"Greater Los Angeles Area","positions":[{"description":"Entertainment company for Films, Media and Productions.","duration":"May 2012 Jun 2021 9 years 2 months","duration_short":"9 years 2 months","end_date":"Jun 2021","start_date":"May 2012","subtitle":"Lady J & Associates","title":"CEO"}],"url":""},{"company":"Jack Henry & Associates","company_id":"jack-henry-&-associates","location":"","positions":[{"description":"Install core systems for Credit UnionsInstallation online ATM/Debit between the network an core systemProvided client trainingConsultant for Business Continuity Plans (BCP)Development of Business Continuity PlansConducted mock disaster drillsStrategic planning with credit union senior management for company goalsProblem resolutionStrong relationship skills working with 3rd party vendors and clients","duration":"Apr 2000 Dec 2014 14 years 9 months","duration_short":"14 years 9 months","end_date":"Dec 2014","start_date":"Apr 2000","subtitle":"Jack Henry & Associates","title":"Client Relationship Manager"}],"url":"https://www.linkedin.com/company/jack-henry-&-associates"}]', '["Walter R D BROWN “A Star ”","LinkedIn User “Judy is the greatest Totally Recommendation In the Highest Domain , Beyond The Hidden Pavillion ”"]']
User: ['Judy Karman', 'After many years in the financial corporate sector in training and management positions, I move my talents over to my passion for the entertainment industry. In 2012 I started Lady J & Associates and currently the CEO. I am a member of SAG-AFTRA and in April 2014 join the team at Dream Cinema Productions, a fast growing film production company as a Co-Producer. In 2015 I assumed the role of Director of Public Relations for the USA division. We are currently in production with large budget films, theatrical for the US and International markets with distribution. In addition, I have a background in publicity and media as well as in radio. On request, I am a sought after speaker to discuss the business side of entertainment business as well as networking and relationship building. I am a member of "The World Networks Inc." a professional business networking organization serving as an ambassador and advisory board member.', 'Co-Producer/Actor -Dream Cinema Productions LLC International', 'Dream Cinema Films LLC International', '[{"company":"Dream Cinema Films LLC International","company_id":null,"location":"Greater Los Angeles Area","positions":[{"description":"Co produces large budget theatrical Films with International distributionPublicity, Media experience, background in radio, and filmInvestor relationsProject management on films and company projects through completionStrategic management planning for movie slates and special projectsMember of SAG-AFTRA","duration":"Apr 2014 - Present 7 years 5 months","duration_short":"7 years 5 months","end_date":"Present","start_date":"Apr 2014","subtitle":"Dream Cinema Films LLC International","title":"Co Producer/Actor"}],"url":""},{"company":"Dream Cinema Films LLC International","company_id":null,"location":"Greater Los Angeles Area","positions":[{"description":"Co produces large budget theatrical Films with International distributionPublicity, Media experience, background in radio, and filmInvestor relationsProject management on films and company projects through completionStrategic management planning for movie slates and special projectsMember of SAG-AFTRA","duration":"Sep 2015 - Present 6 years","duration_short":"6 years","end_date":"Present","start_date":"Sep 2015","subtitle":"Dream Cinema Films LLC International","title":"Director Of Public Relations"}],"url":""},{"company":"Lady J & Associates","company_id":null,"location":"Greater Los Angeles Area","positions":[{"description":"Entertainment company for Films, Media and Productions.","duration":"May 2012 Jun 2021 9 years 2 months","duration_short":"9 years 2 months","end_date":"Jun 2021","start_date":"May 2012","subtitle":"Lady J & Associates","title":"CEO"}],"url":""},{"company":"Jack Henry & Associates","company_id":"jack-henry-&-associates","location":"","positions":[{"description":"Install core systems for Credit UnionsInstallation online ATM/Debit between the network an core systemProvided client trainingConsultant for Business Continuity Plans (BCP)Development of Business Continuity PlansConducted mock disaster drillsStrategic planning with credit union senior management for company goalsProblem resolutionStrong relationship skills working with 3rd party vendors and clients","duration":"Apr 2000 Dec 2014 14 years 9 months","duration_short":"14 years 9 months","end_date":"Dec 2014","start_date":"Apr 2000","subtitle":"Jack Henry & Associates","title":"Client Relationship Manager"}],"url":"https://www.linkedin.com/company/jack-henry-&-associates"}]', '["Walter R D BROWN “A Star ”","LinkedIn User “Judy is the greatest Totally Recommendation In the Highest Domain , Beyond The Hidden Pavillion ”"]']### Assistant: The agent's job is to manage relationships and promote films in the entertainment industry. Today, the agent is reaching out to the user because they need to discuss a potential collaboration opportunity for a new film project.
|
### Human: Agent: ["Andrew O'Rourke", 'Passionate professional dedicated to helping sales organizations grow their companies by providing top talent.', 'General Partner/Recruiter at BlueWave Talent', 'BlueWave Talent (We are Hiring!)', '[{"company":"BlueWave Talent (We are Hiring!)","company_id":"blue-wave-talent","industry":"Staffing and Recruiting","location":"San Francisco Bay Area","positions":[{"description":"At BlueWave Talent we help early and mid-stage companies build their Sales and Customer facing teams. We leverage our functional experience in Sales and Sales Leadership to bring great leaders and individual contributors to fast paced companies experiencing growth.","duration":"Sep 2019 - Present 1 year 11 months","duration_short":"1 year 11 months","end_date":"Present","start_date":"Sep 2019","subtitle":"BlueWave Talent (We are Hiring!)","title":"General Partner"}],"url":"https://www.linkedin.com/company/blue-wave-talent"},{"company":"Coit Group (We\'re Hiring!)","company_id":"coit-group","location":"San Francisco Bay Area","positions":[{"description":"Coit Group works with top talent to build winning teams for high-growth companies. Knowledgeable, friendly and results-driven recruiters carefully screen candidates to ensure they’re an exceptional match for the position, team personalities and unique company culture long before they meet with the client. Coit recruiters champion talent throughout the interviewing process, checking in to offer advice and guidance every step of the way.","duration":"Aug 2018 Sep 2019 1 year 2 months","duration_short":"1 year 2 months","end_date":"Sep 2019","start_date":"Aug 2018","subtitle":"Coit Group (We\'re Hiring!)","title":"Recruiter II (RPO @ MindTickle)"}],"url":"https://www.linkedin.com/company/coit-group"},{"company":"Cavallo Point Lodge","company_id":"cavallo-point-lodge","location":"Sausalito, California","positions":[{"description":"Determined & implemented liquor and beverage costs; Managed and oversaw the day to day operations across departments; Conducted staff training and outlined clear expectations to ensure superior customer service. Coordinated, created, and promoted events between departments including restaurant, bar, banquets, in-room dining, wellness center, and cooking school. Negotiated vendor contracts to get the best price.","duration":"Oct 2017 Sep 2018 1 year","duration_short":"1 year","end_date":"Sep 2018","start_date":"Oct 2017","subtitle":"Cavallo Point Lodge","title":"Beverage Manager"}],"url":"https://www.linkedin.com/company/cavallo-point-lodge"},{"company":"The PlumpJack Group","company_id":"the-plumpjack-group","location":"Mill Valley, California","positions":[{"description":"Applied knowledge of fine dining, beverages, wines, supervisory duties, service techniques, and guest interactions to ensure superior service. Ran day to day operations with minimal oversight as acting GM. Compiled and transmitted progress reports to corporate headquarters in an effort to inform superiors of any issues that require their due considerations. Conducted interviews, employee reviews, and disciplinary actions. Worked with Mill Valley Chamber of Commerce to plan and coordinate public events.","duration":"Oct 2010 Oct 2017 7 years 1 month","duration_short":"7 years 1 month","end_date":"Oct 2017","start_date":"Oct 2010","subtitle":"The PlumpJack Group","title":"Assistant General Manager"}],"url":"https://www.linkedin.com/company/the-plumpjack-group"},{"company":"Wilburs Total Beverage Wine & Spirits","company_id":null,"location":"Fort Collins, Colorado","positions":[{"description":"Assisted across sales floor to consult on spirts and wine needs. Promoted brands by creating displays and end-caps in increase product awareness and increase sales. Was responsible for ordering and maintaining inventory.","duration":"Jun 2008 Apr 2010 1 year 11 months","duration_short":"1 year 11 months","end_date":"Apr 2010","start_date":"Jun 2008","subtitle":"Wilburs Total Beverage Wine & Spirits","title":"Sales Associate"}],"url":""}]', '["“I had the pleasure of working with Andrew during his time recruiting for MindTickle. We were experiencing high growth in all areas of the business and Andrew stepped up to the challenge. Consistently the first and last person in the office making sure his pipeline, hiring managers and candidates were successful. Andrew holds himself to a high standard and this reflects in the quality of candidates he places as well as the full transparency he gives to every account. I am lucky to call Andrew a friend both professionally and personally. ”","“I\'ll try and keep this short and sweet, although I could write all day about Andrew, professionally and personally. Simply put, he is one of the hardest workers I\'ve known while also being an extremely good person who truly cares about his colleagues. It didn\'t take MindTickle long to see how above and beyond Andrew went to find us highly valuable talent who also fit our cultural/office environment. Andrew was responsible for finding positions for our Business Development, Sales, Customer Success, Professional Services, and other high performing teams. As someone who interviewed a lot of his prospects, he basically hits the nail on the head everytime he brings in a prospect for an onsite interview. A+ guy all around. If you ever get the chance, you\'ll find yourself very lucky to be working alongside him. ”"]']
User: ['Daniel S.', 'Email: yiwork01@gmail.com', 'Engineer, Pilot', 'Apple', '[{"company":"Apple","company_id":"apple","industry":"Consumer Electronics","location":"Cupertino, California, United States","positions":[{"description":"","duration":"2020 - Present 1 year","duration_short":"1 year","end_date":"Present","start_date":"2020","subtitle":"Apple","title":"Software Engineer"}],"url":"https://www.linkedin.com/company/apple"},{"company":"CryptoMove","company_id":"cryptomove","location":"San Francisco Bay Area","positions":[{"description":"","duration":"Mar 2019 2020 1 year","duration_short":"1 year","end_date":"2020","start_date":"Mar 2019","subtitle":"CryptoMove","title":"Software Engineer"}],"url":"https://www.linkedin.com/company/cryptomove"},{"company":"AirDeck Technologies US, Inc.","company_id":"airdec-ktech","location":"San Jose","positions":[{"description":"","duration":"Jul 2017 Feb 2019 1 year 8 months","duration_short":"1 year 8 months","end_date":"Feb 2019","start_date":"Jul 2017","subtitle":"AirDeck Technologies US, Inc.","title":"Founding Software Engineer - full stack"}],"url":"https://www.linkedin.com/company/airdec-ktech"},{"company":"Trusiness LLC","company_id":null,"location":"San Jose","positions":[{"description":"","duration":"May 2016 May 2017 1 year 1 month","duration_short":"1 year 1 month","end_date":"May 2017","start_date":"May 2016","subtitle":"Trusiness LLC","title":"Founding Full Stack Engineer"}],"url":""},{"company":"University of Arizona","company_id":"uarizona","location":"Tucson, Arizona Area","positions":[{"description":"• Researched in Named Data networking; Future Internet architecture ( http://named-data.net/) • Researched in Named Data networking; Future Internet architecture ( http://named-data.net/)","duration":"May 2015 Jul 2015 3 months","duration_short":"3 months","end_date":"Jul 2015","start_date":"May 2015","subtitle":"University of Arizona","title":"Assistant Research"}],"url":"https://www.linkedin.com/company/uarizona"}]', '["Rakesh Kandibanda “It was my pleasure working with Daniel. He has great innovative ideas and knows how to make these ideas happen into reality part of the product. He is strong in algorithms design and data structures. He pays attention to minute details and always willing to get things done the best possible way. We worked together on creating a fully functional private cloud product during which he never compromised on quality and delivered the feature set on time with lot of innovation part of the design. Always willing to go extra mile and deliver the best design and product. Daniel always keeps himself up to date on latest technologies and frameworks and willing to apply right tools to the right problems at hand. I highly reccomend him.”","Shaun Au “Daniel is a gifted software engineer with a passion for new technology and new tools. He thrives on discovering creative solutions for complex front end and back end engineering challenges. He’s also a detail oriented developer with keen eyes for frictionless user experience. He is also a solid team player who loves to participate in design sprints and delivers in an agile environment. Daniel is a valuable asset to any product development team. ”"]']### Assistant: The agent's job is to recruit top talent for sales organizations, and today the agent is reaching out to the user because they need to discuss a potential job opportunity at a high-growth company.
|
### Human: Agent: ['James Grana', 'Seasoned and goal-oriented manager with demonstrated success leading program development and management to support business objectives for both military and civilian organizations. Mentor and lead cross-functional teams, including supervisors, technical experts, and business resources; ensure consistent alignment of processes and functions with overall objectives and goals. Hold accountability for budget administration, procurement planning, and cost saving measures. Offer international experience with a natural curiosity and respect for different customs and cultures.Specialties: Operations ManagementProgram ManagementLogistics Planning & CoordinationStrategic Planning & ExecutionProject Management Leadership', 'GIS Supervisor', 'PG&E', '[{"company":"PG&E","company_id":"pacific-gas-and-electric-company","industry":"Utilities","location":"","positions":[{"description":"","duration":"Feb 2012 - Present 9 years 6 months","duration_short":"9 years 6 months","end_date":"Present","start_date":"Feb 2012","subtitle":"PG&E","title":"GIS Supervisor MAOP Validation Project"}],"url":"https://www.linkedin.com/company/pacific-gas-and-electric-company"},{"company":"US Army Reserves","company_id":null,"location":"","positions":[{"description":"","duration":"Feb 2012 - Present 9 years 6 months","duration_short":"9 years 6 months","end_date":"Present","start_date":"Feb 2012","subtitle":"US Army Reserves","title":"OPS NCO"}],"url":""},{"company":"US Army, Special Operations Command Europe","company_id":null,"location":"Stuttgart Area, Germany","positions":[{"description":"Hold responsibility for planning, coordinating, and executing support activities for joint operations encompassing multiple branches. Act as key advisor to executive leadership to ensure technical and administrative policies align with overall objectives. Serve as project lead and logistics liaison managing complex planning to synchronize teams, equipment, and transportation for a wide array of exercises and real-world incidents and missions.","duration":"May 2005 Jan 2012 6 years 9 months","duration_short":"6 years 9 months","end_date":"Jan 2012","start_date":"May 2005","subtitle":"US Army, Special Operations Command Europe","title":"Operations Manager / Plans & Operations"}],"url":""},{"company":"Etak / Tele Atlas","company_id":"tele-atlas","location":"Redwood City, CA","positions":[{"description":"Led cross-functional team handling analysis, acquisition, validation, and integration of raster-based resources for updated geographic database. Forecasted and managed $2M budget representing one of the largest cost centers companywide; identified cost saving measures to minimize expenses. Oversaw data source library, including cataloging, archiving, and coordinating access by colleagues.","duration":"Sep 1998 Apr 2005 6 years 8 months","duration_short":"6 years 8 months","end_date":"Apr 2005","start_date":"Sep 1998","subtitle":"Etak / Tele Atlas","title":"Information Resources Manager, Database Operations"}],"url":"https://www.linkedin.com/company/tele-atlas"}]', '["“I have worked with Jim Grana and know him to be a highly intelligent, absolutely committed and hard working individual who constantly seeks to do the right things for the right reasons all the time. He will do very well in any environment and make a significant contribution wherever he is called upon to serve either in uniform or as a civilian. Outstanding performer with unlimited potential. Fred Jones”","“Jim is thoughtful, thorough and completely reliable. He has patience for details and a gift for organization which means he can develop plans that allow his teams to work efficiently and effectively. And most importantly, as deadlines near and stress builds, Jim can always be counted on to keep a cool head and calm demeanor, which serves to improve the entire teams performance. I highly recommend him.”"]']
User: ['Mandi Roach', 'A chameleon of the work force, possessing an eclectic blend of industries and experiences give me the unique ability to quickly adapt to your organization and add value --> Self-starter with strong leadership skills and a positive attitude; Effective organizational strategist and communicator; Attentive to details; Proactive decision maker; Dedicated work ethic; Eagerly pursues challenges and contributes as needed; Technologically savvy; Creative problem solver; Maintains great vendor/client/co-worker interpersonal relationships.', 'Sr. Assoc. Project Manager at McKesson', 'McKesson', '[{"company":"McKesson","company_id":"mckesson","industry":"Hospital & Health Care","location":null,"positions":[{"description":"- Liaise between clients, writers, designers and operations, facilitating coordination and completion of tasks across teams while maintaining relationships. - Manage projects against scope. Identifying potential issues and adjusting as business needs changes.- Forecast and plan business needs to support resources.- Build, maintain, prioritize and adjust timelines to ensure successful and timely delivery of marketing projects.- Regularly evaluate and communicate status of ongoing projects.- Provide and maintain documentation of all projects.","duration":"Jan 2020 - Present 1 year 7 months","duration_short":"1 year 7 months","end_date":"Present","start_date":"Jan 2020","subtitle":"McKesson","title":"Sr. Assoc. Project Manager - Digital Marketing"},{"description":"Sales Operations Analyst for Business Development - Commercial Data & Real-World EvidenceJuly 2015 - current-Drafting of proposals, master agreements, CDA/NDA, renewals and/or amendments for educational clinical services, informatics data and/or real-world evidence purchased by drug manufacturers, cross-referencing with key stakeholders such as Exec Leadership, Operations, Finance, Legal, Compliance and Program Managers-Responsible for commercial contract issues, negotiations and /or administration of agreements (i.e. renewals, new business, and amendments) -Verifies all aspects of an opportunity, to ensure conformance with company policy, maintaining a high level of customer satisfaction and responsiveness. -Anticipates problems and initiates actions to ensure customer needs are processed efficiently. -Developed and maintained key performance, operational, and sales metrics for business development-Created all ad-hoc reports pertaining to sales information for executive staffKey achievements:-Developed and implemented an improved proposal process, inclusive of key stakeholders buy-in, to reduce proposal turnaround times from 15+ days down to 7-10 business days.-Built cross-functional relationships to enhance sales channels and overall organizational performance (Business Dev, Exec Leadership, Finance, Operations, Legal, Tax, Risk Management and A/R)-Conceptualized and implemented an improved method of email communication between Sales Ops office and key stakeholders, alleviating bottle-necks and/or missing emails-Assisted with design of new, more effective SalesForce instance, improving pipeline accuracy by 30%.-Integral involvement in training new employees on business processes and account knowledge. -Workflow improvement and data transparency by analyzing and identifying gaps in efficiency-Managed and coordinated content of training manual - an overview of the products, and processes*FY19 nominee for the Culture of Excellence Award","duration":"Aug 2015 Jan 2020 4 years 6 months","duration_short":"4 years 6 months","end_date":"Jan 2020","start_date":"Aug 2015","subtitle":"McKesson","title":"Sales Operations Analyst / Business Development - Commercial Data & Real-World Evidence"},{"description":"Sr. Executive Assistant to Exec. Sr. VP Sales & Operations; Nat’l VP Sales; Sr. VP Strategy & Marketing and Sr. VP Regional OperationsSeptember 2008 - July 2015• Responsible for administrative support to Executive Leadership Team member and sales staff • Managed complex calendars, scheduling and coordination of meetings• Coordinated multi-destination travel and associated expense reporting• Prepare presentations and reports for executive management team• Responsible for the complete logistical management of leadership/employee meetings, weekly calls, monthly and quarterly operating review meetings, trainings, team building events, corporate retreats, holiday parties, employee appreciations, etc• Play key role on numerous projects adjacent to standard administrative duties• Heavy coordination with HR; from interview scheduling to on-boarding new employees• Proven ability to handle highly-confidential informationKey accomplishments:-Provided backup support to other departments, often admired and recognized by executive leadership for quick-thinking and problem solving.-Organized the organization\'s annual retreat, including flights, accommodations, and itineraries for more than 30 attendees.-Performed weekly proofreading of executive materials. Cut errors by 45%.-Co-led an initiative to centralize a database for easy retrieval of information by assistants company-wide.-Motivated colleagues by encouraging teamwork, rewarding positive behavior, and promoting optimism.*FY11 Recipient of Shared Values Award","duration":"Sep 2008 Aug 2015 7 years","duration_short":"7 years","end_date":"Aug 2015","start_date":"Sep 2008","subtitle":"McKesson Specialty Health","title":"Sr. Executive Assistant to EVP Sales & Operations; Nat’l VP Sales; Sr. VP Strategy & Market"}],"url":"https://www.linkedin.com/company/mckesson"},{"company":"Mandi Roach Photography","company_id":null,"location":"The Woodlands, TX","positions":[{"description":"Families, seniors, wedding, and lifestyle photography.","duration":"Feb 2014 - Present 7 years 6 months","duration_short":"7 years 6 months","end_date":"Present","start_date":"Feb 2014","subtitle":"Mandi Roach Photography","title":"Owner / Freelance Photographer"}],"url":""},{"company":"All My Happy Endings blog","company_id":null,"location":"The Woodlands, TX","positions":[{"description":"• Developed and lead social media programs to build awareness• Evaluated social media trends and worked towards imploring appropriate strategies• Maintained interaction with clients and prospects through different avenues• Developed strategic and innovative methods of engaging fans and clients• Prepared and edited publications for social media websites• Developed unique and compelling content for websites and social pages• Identified opportunities for the company to expand its marketing efforts through social media• Collaborated with cross-functional teams in order to develop social media marketing and communications strategies• Monitored pages for opportunities to optimize visibility and traffic• Built meaningful connections between pictures and content","duration":"Nov 2011 Jul 2017 5 years 9 months","duration_short":"5 years 9 months","end_date":"Jul 2017","start_date":"Nov 2011","subtitle":"All My Happy Endings blog","title":"Digital Marketing/SEO Specialist"}],"url":""},{"company":"IPI, Inc.","company_id":null,"location":"Houston, TX","positions":[{"description":"A marketing and event services company that specializes in photography for the PGA, LPGA, Celebrity and Champions Tours.• Provide financial support to President and CEO• Supervised 1-2 data entry personnel• A/R, A/P, posting cash receipts, deposits, seasonal 1099 payroll, 401K reports, bank reconciliations, numerous state sales tax; P&L and balance sheet reports, deferred income tie out, prepare journal entries, posting, and general ledgers• Liaison between staff and third party administrators for 401k, insurance and all other benefits• Ensure that franchisees are compliant with policies and procedures• Human Resources includes setup of new employees and 1099 contractors","duration":"Jan 2007 Sep 2008 1 year 9 months","duration_short":"1 year 9 months","end_date":"Sep 2008","start_date":"Jan 2007","subtitle":"IPI, Inc.","title":"Senior Accounting Manager"}],"url":""},{"company":"Analytik Jena, USA","company_id":null,"location":"Spring, TX","positions":[{"description":"• Marketing support through personal customer contacts via direct mail and phone • Research and assist in the development of strategic plans • Support and help organize special events and trade shows• Develop media and contact lists through ACT! database software• Assemble materials for client presentations • Assist with the execution of communications strategies • Support projects as directed by the account and project managers","duration":"Aug 2006 Jan 2007 6 months","duration_short":"6 months","end_date":"Jan 2007","start_date":"Aug 2006","subtitle":"Analytik Jena, USA","title":"Sales and Marketing Coordinator"}],"url":""},{"company":"HP","company_id":"hp","location":"Houston, TX","positions":[{"description":"","duration":"Jan 2003 Jun 2004 1 year 6 months","duration_short":"1 year 6 months","end_date":"Jun 2004","start_date":"Jan 2003","subtitle":"HP","title":"Account Administrator"}],"url":"https://www.linkedin.com/company/hp"},{"company":"Compaq Computer Corporation","company_id":"hewlett-packard-enterprise","location":"Houston, TX","positions":[{"description":"• Constructed sales contracts between outside vendors and Compaq, the new HP• Tracked and logged all account receivables and related billings for used and/or obsolete assets• Provided confidential financial analysis and reporting for leadership• Event planning including signage, staging, coordinating volunteers, catering, etc.• Other duties include, but not limited to: purchase orders, maintaining vendor library, scheduling meetings, travel arrangements, collections, etc.","duration":"Sep 1997 Jan 2003 5 years 5 months","duration_short":"5 years 5 months","end_date":"Jan 2003","start_date":"Sep 1997","subtitle":"Compaq Computer Corporation","title":"Account Administrator"}],"url":"https://www.linkedin.com/company/hewlett-packard-enterprise"},{"company":"Altieri & Wise, CPA","company_id":null,"location":"Houston, TX","positions":[{"description":"","duration":"Dec 1996 Jul 1997 8 months","duration_short":"8 months","end_date":"Jul 1997","start_date":"Dec 1996","subtitle":"Altieri & Wise, CPA","title":"Accounting Specialist"}],"url":""}]', '["“Mandi is a stellar colleague. She manages half of all new and continuing sales opportunities from an operations perspective for our group. In that capacity, Mandi is always professional, thoughtful in working through challenges, accurate in her output, and importantly, timely in her turnaround.”","“Mandi is one of the most effective administrators I\'ve come in contact with over the course of my career. She reported to me directly for almost 2 years, and in addition to being a wonderful person, she is simply a tremendous worker. Mandi is very intelligent, process-oriented, and gives 100% to any task or project she is a part of. If the opportunity to have Mandi on my team ever presents itself again, I will quickly take advantage of it.”"]']### Assistant: The agent's job is to manage program development and logistics planning, and today, the agent is reaching out to the user because they need assistance in coordinating marketing projects and maintaining timelines for successful project delivery.
|
### Human: Agent: ['Daniel J.', 'Dedicated, diligent, and resourceful Technical Project Manager with a background in Systems Administration and Web Development. Specialized in creating workflows and streamlining processes to ensure optimal delivery and execution of projects. Familiar with modern web frameworks and software development methodologies.', 'Solutions Architect at Nativo Inc', 'Nativo Inc', '[{"company":"Nativo Inc","company_id":"nativo-inc","industry":"Marketing Services","location":null,"positions":[{"description":"","duration":"Jan 2018 - Present 4 years 1 month","duration_short":"4 years 1 month","end_date":"Present","start_date":"Jan 2018","subtitle":"Nativo Inc","title":"Solutions Architect"},{"description":"","duration":"Mar 2017 Jan 2018 11 months","duration_short":"11 months","end_date":"Jan 2018","start_date":"Mar 2017","subtitle":"Nativo Inc","title":"Senior Support Engineer"}],"url":"https://www.linkedin.com/company/nativo-inc"},{"company":"GoGuardian","company_id":"goguardian","location":"Greater Los Angeles Area","positions":[{"description":"","duration":"Apr 2015 Mar 2017 2 years","duration_short":"2 years","end_date":"Mar 2017","start_date":"Apr 2015","subtitle":"GoGuardian","title":"Lead Support Engineer"}],"url":"https://www.linkedin.com/company/goguardian"},{"company":"DJIT, Inc.","company_id":null,"location":"Greater Los Angeles Area","positions":[{"description":"","duration":"Sep 2008 Mar 2015 6 years 7 months","duration_short":"6 years 7 months","end_date":"Mar 2015","start_date":"Sep 2008","subtitle":"DJIT, Inc.","title":"System Administrator"}],"url":""}]', '["Eric Ochoa “Daniel was one of the first people I worked with in my career and I’ve had the pleasure of working with him at both GoGuardian and Nativo, each time on the same team. At both companies I was extremely grateful to have someone like Daniel on my team, Daniel is the perfect combination of dependable and meticulous and whenever he took the lead on a project I knew I could rest easy as it would not only get done but it would get done in one of the most effective and efficient ways possible In our time together at Nativo we both worked as Support Engineers which meant we had to understand our product top to bottom and think about every possible scenario that could go wrong with an implementation or execution of a campaign. Whenever I ran into a wall with an issue I knew I could always count on Daniel as a helpful extra pair of eyes who would help me understand the problem differently and eventually lead me to an answer Daniel always managed to be helpful to all and brighten everyone’s day, even amongst those outside of our direct team. He would be a great addition to any team and given the opportunity I would love to work with him again at some point in the future”","Beau McCoy (he/him/el) “Daniel is very intelligent, hardworking and personable. He was a one-man wrecking crew in support as our early-stage startup went from having a few dozen customers to a few hundred in just a few months. It was really impressive to watch him handle his rapidly increasing workload without breaking a sweat while also simultaneously improving the KPIs. Eventually, we grew the team and he transitioned seamlessly into a leadership role. Daniel took it upon himself to learn new skills and is an avid learner. I recommend him highly to anyone who is lucky enough to work with him. ”"]']
User: ['Rachel Black', '2020 Augustana Graduate with majors in Marketing and Business Administration. I have passions for social media, photography, and graphic design.', 'Marketing and Business Admin. Graduate from Augustana', 'Bridal Gallery', '[{"company":"Bridal Gallery","company_id":null,"location":"","positions":[{"description":"","duration":"Oct 2020 - Present 1 year 2 months","duration_short":"1 year 2 months","end_date":"Present","start_date":"Oct 2020","subtitle":"Bridal Gallery","title":"Bridal Consultant"}],"url":""},{"company":"Midco Sports Network","company_id":"midco-sports","location":"","positions":[{"description":"","duration":"Aug 2019 May 2020 10 months","duration_short":"10 months","end_date":"May 2020","start_date":"Aug 2019","subtitle":"Midco Sports Network","title":"Social Media Intern"}],"url":"https://www.linkedin.com/company/midco-sports"},{"company":"Midcontinent","company_id":"midcontinent-communications","location":"","positions":[{"description":"","duration":"Jun 2019 Aug 2019 3 months","duration_short":"3 months","end_date":"Aug 2019","start_date":"Jun 2019","subtitle":"Midcontinent","title":"Content Writer Intern"}],"url":"https://www.linkedin.com/company/midcontinent-communications"},{"company":"Augustana University (SD)","company_id":"augustanasd","location":"Sioux Falls, South Dakota Area","positions":[{"description":"","duration":"May 2018 May 2019 1 year 1 month","duration_short":"1 year 1 month","end_date":"May 2019","start_date":"May 2018","subtitle":"Augustana University (SD)","title":"Clerical Assistant"}],"url":"https://www.linkedin.com/company/augustanasd"},{"company":"Elegant Xpressions Boutique","company_id":"elegant-xpressions-boutique","location":"","positions":[{"description":"","duration":"Oct 2017 May 2019 1 year 8 months","duration_short":"1 year 8 months","end_date":"May 2019","start_date":"Oct 2017","subtitle":"Elegant Xpressions Boutique","title":"Sales Associate Manager"}],"url":"https://www.linkedin.com/company/elegant-xpressions-boutique"},{"company":"Kyden Jae Designs","company_id":null,"location":"Madison, SD","positions":[{"description":"","duration":"Oct 2016 Aug 2017 11 months","duration_short":"11 months","end_date":"Aug 2017","start_date":"Oct 2016","subtitle":"Kyden Jae Designs","title":"Intern"}],"url":""}]', '["Brittany Reith “I\'ve enjoyed working with Rachel. Besides being consistently pleasant to work with and always willing to adapt, she works hard and learns quickly. From her time as a content intern as part of Midco\'s internship program, to pivoting to be a social media intern for Midco Sports Network, she has been an asset for our team. I\'m excited to see where her effort and talent take her in the future. ”","Amanda Potter “When Rachel began her internship under me, I expected great work from her. However, she took all my expectations and far exceeded them! Rachel proved to be a hardworking, thoughtful, creative, and valuable member of the team. She streamlined processes, improved relationships, and was always willing to take on a challenging project or long hours with a smile. She quickly picked up using our CMS, Episerver, as well as our social media platform, Khoros (Spredfast), and our video clipping tool, Snapstream. Her work on quick turnaround graphics in photoshop ended up being some of our strongest social media posts for the quarter. I cannot recommend Rachel highly enough. She is a change maker who will be a valuable asset to any company. ”"]']### Assistant: The agent's job is to streamline processes and ensure optimal project delivery, and today the agent is reaching out to the user to discuss potential collaboration on improving social media strategies and graphic design for the user's current company.
|
### Human: Agent: ['Amanda Miller', 'Human Resource professional with progressive hands on experience in diverse organizations, including multi-state U.S. and global locations. Resourceful, organized team player, providing business partnerships and HR guidance to executives, senior management, and employees at all levels. Recognized for being ethical and approachable with a focus on the big picture. AREAS OF EXPERTISE:Employee Relations Performance Management Coaching and Development Employee Engagement HR Strategy', 'VP of Human Resources at The Hawthorne Gardening Company', 'The Hawthorne Gardening Company', '[{"company":"The Hawthorne Gardening Company","company_id":"the-hawthorne-gardening-company","industry":"Manufacturing","location":"","positions":[{"description":"","duration":"Jan 2021 - Present 10 months","duration_short":"10 months","end_date":"Present","start_date":"Jan 2021","subtitle":"The Hawthorne Gardening Company","title":"VP of Human Resources"}],"url":"https://www.linkedin.com/company/the-hawthorne-gardening-company"},{"company":"The Scotts Miracle-Gro Company","company_id":"scottsmiraclegro","location":null,"positions":[{"description":"","duration":"Jun 2019 Jan 2021 1 year 8 months","duration_short":"1 year 8 months","end_date":"Jan 2021","start_date":"Jun 2019","subtitle":"The Scotts Miracle-Gro Company","title":"Director, Human Resources - Sales"},{"description":"","duration":"Jul 2018 Jan 2021 2 years 7 months","duration_short":"2 years 7 months","end_date":"Jan 2021","start_date":"Jul 2018","subtitle":"The Scotts Miracle-Gro Company","title":"Regional Human Resources Manager"}],"url":"https://www.linkedin.com/company/scottsmiraclegro"},{"company":"Melt Hot Fitness & Yoga","company_id":null,"location":"Westerville, Ohio","positions":[{"description":"","duration":"Aug 2016 Dec 2020 4 years 5 months","duration_short":"4 years 5 months","end_date":"Dec 2020","start_date":"Aug 2016","subtitle":"Melt Hot Fitness & Yoga","title":"Fitness Coach"}],"url":""},{"company":"SBC Advertising","company_id":"sbc-advertising","location":"Columbus, Ohio Area","positions":[{"description":"","duration":"2017 2018 1 year","duration_short":"1 year","end_date":"2018","start_date":"2017","subtitle":"SBC Advertising","title":"Human Resources Director"}],"url":"https://www.linkedin.com/company/sbc-advertising"},{"company":"Tim Hortons","company_id":"tim-hortons","location":"Westerville, Ohio","positions":[{"description":"","duration":"2016 2017 1 year","duration_short":"1 year","end_date":"2017","start_date":"2016","subtitle":"Tim Hortons","title":"HR Consultant"}],"url":"https://www.linkedin.com/company/tim-hortons"},{"company":"DYNAMIT","company_id":"dynamit","location":"Columbus, Ohio Area","positions":[{"description":"","duration":"2015 2016 1 year","duration_short":"1 year","end_date":"2016","start_date":"2015","subtitle":"DYNAMIT","title":"Senior Human Resources Manager"}],"url":"https://www.linkedin.com/company/dynamit"},{"company":"Moxie","company_id":"moxieusa","location":"Columbus, Ohio Area","positions":[{"description":"","duration":"2014 2015 1 year","duration_short":"1 year","end_date":"2015","start_date":"2014","subtitle":"Moxie","title":"Senior Human Resources Manager"}],"url":"https://www.linkedin.com/company/moxieusa"},{"company":"The Brickman Group","company_id":"the-brickman-group","location":"New Albany, Ohio","positions":[{"description":"","duration":"2012 2014 2 years","duration_short":"2 years","end_date":"2014","start_date":"2012","subtitle":"The Brickman Group","title":"Human Resource Manager"}],"url":"https://www.linkedin.com/company/the-brickman-group"},{"company":"EXPRESS","company_id":"express-llc","location":"","positions":[{"description":"","duration":"2011 2012 1 year","duration_short":"1 year","end_date":"2012","start_date":"2011","subtitle":"EXPRESS","title":"HR Generalist"}],"url":"https://www.linkedin.com/company/express-llc"},{"company":"The Scotts Miracle-Gro Company","company_id":"scottsmiraclegro","location":"Marysville, Ohio","positions":[{"description":"","duration":"2009 2011 2 years","duration_short":"2 years","end_date":"2011","start_date":"2009","subtitle":"The Scotts Miracle-Gro Company","title":"Specialist, Corporate Events and Travel Management"}],"url":"https://www.linkedin.com/company/scottsmiraclegro"}]', '["Bill Litfin “Put simply, Amanda is the HR partner everyone I know wishes they had in their life. Equal parts business partner, cultural pillar and talent whisperer, Amanda\'s presence is felt every day in our office. As part of our office\'s leadership team, her collaboration and wisdom were always additive and her partnership was invaluable in navigating very difficult situations.”","Keith Jenkins, PMP “If an HR representative is an employee\'s introduction to a company Amanda Maurer makes a great first impression. She understands employees and their motivations and also understands the company culture how to help people navigate within it. Amanda gets personally invested in her employees and makes sure they are set up for success. ”"]']
User: ['Greg Kasprzak', '• Multi-national marketing, business development, and program management professional who creates consistent product and services revenue growth in the technology systems and semiconductor businesses• Excellent ability to communicate both to customers and internal stakeholders, explaining technical engineering issues in a form to justify business decisions• Expertise working internally and externally across multiple disciplines including management, procurement, engineering, sales, legal, finance, marketing, operations, and quality• Customer experiences with fast moving consumer goods providers, pharmaceutical manufacturers, communications and computing OEMs, mobile/wireless and PC platform suppliers, industrial products OEMs, industrial IC providers, GPS manufacturers, graphics chip vendors, printer companies, bar code reader suppliers, medical device makers, and consumer products companies', 'Senior Product Marketing Manager at Markem-Imaje', 'Markem-Imaje', '[{"company":"Markem-Imaje","company_id":"markem-imaje","industry":"Automation Machinery Manufacturing","location":"Keene, NH","positions":[{"description":"Responsible for driving worldwide product marketing strategy, new product introduction, and business growth of Drop on Demand (piezo inkjet, thermal inkjet, and valvejet) printers Responsible for driving worldwide product marketing strategy, new product introduction, and business growth of Drop on Demand (piezo inkjet, thermal inkjet, and valvejet) printers","duration":"Dec 2013 - Present 7 years 11 months","duration_short":"7 years 11 months","end_date":"Present","start_date":"Dec 2013","subtitle":"Markem-Imaje","title":"Senior Product Marketing Manager"}],"url":"https://www.linkedin.com/company/markem-imaje"},{"company":"Renesas","company_id":"renesas","location":"","positions":[{"description":"• Consistently met or exceeded semi-annual product and services revenue budgets and design win budgets through program management, product management, and customer engagement across a wide variety of functions for custom and standard semiconductor products• Established product marketing strategies, generated press releases, product briefs, tradeshow collateral, datasheets, and sales presentation material for new product introduction• Proposal generation and customer presentation, contract negotiations, working with third-party partners• Salesforce.com report and dashboard generation, and usage in driving weekly team meetings• Major accomplishments included a $25M tablet platform design win and a $16M communications system win using cross functional team leadership skills","duration":"2011 2013 2 years","duration_short":"2 years","end_date":"2013","start_date":"2011","subtitle":"Renesas","title":"Staff Product Marketing Manager"}],"url":"https://www.linkedin.com/company/renesas"},{"company":"NEC Electronics","company_id":"nec-electronics","location":"","positions":[{"description":"• Business development, product marketing, and program management for custom and standard semiconductor products, resulting in consistently meeting or exceeding design win and revenue budgets• Proposal generation and customer presentation, contract negotiations, working with third-party partners• Recruited, hired, trained, managed, and retained a team of successful product marketers• Sales training, industry conference booth representation• Major accomplishments included winning an initial ASIC project at a customer and growing it to an $80M account within five years; securing a >$100M design win at a chip customer; and developing and strengthening a relationship with a systems customer leading to ten different major ASIC programs awarded","duration":"1990 2011 21 years","duration_short":"21 years","end_date":"2011","start_date":"1990","subtitle":"NEC Electronics","title":"Senior Program Manager & Business Development Manager"}],"url":"https://www.linkedin.com/company/nec-electronics"},{"company":"Wang Laboratories","company_id":null,"location":"","positions":[{"description":"• Developed and published an account strategy planning guide used by sales teams covering National Accounts, and led the planning sessions throughout North America • Developed and published an account strategy planning guide used by sales teams covering National Accounts, and led the planning sessions throughout North America","duration":"1988 1989 1 year","duration_short":"1 year","end_date":"1989","start_date":"1988","subtitle":"Wang Laboratories","title":"National Accounts Program Manager"}],"url":""},{"company":"IBM","company_id":"ibm","location":"","positions":[{"description":"• Responsible for selling the full line of IBM products, including software, PCs, mini-computers, mainframes, storage, and data communications. • Responsible for selling the full line of IBM products, including software, PCs, mini-computers, mainframes, storage, and data communications.","duration":"1985 1988 3 years","duration_short":"3 years","end_date":"1988","start_date":"1985","subtitle":"IBM","title":"Marketing Representative"}],"url":"https://www.linkedin.com/company/ibm"},{"company":"GTE-Sylvania","company_id":null,"location":"","positions":[{"description":"• Designed custom ASICs including library development, simulation, generation of timing models, and chip design, as well as project management, for wireless communications applications. Task manager on a major wireless communications bid. Held a secret clearance. • Designed custom ASICs including library development, simulation, generation of timing models, and chip design, as well as project management, for wireless communications applications. Task manager on a major wireless communications bid. Held a secret clearance.","duration":"1981 1985 4 years","duration_short":"4 years","end_date":"1985","start_date":"1981","subtitle":"GTE-Sylvania","title":"ASIC Design Engineer"}],"url":""}]', '["Conrad Hanf “I had the opportunity to work for Greg at NEC. A great mentor and person to work for. Greg is honest, hardworking, with proven skills in business development, project management, solid technical skills, and product marketing, Greg is a very dedicated employee -”","LinkedIn User “In my 20+ years of working with Greg in the semiconductor industry, I have seen him take many varied product marketing assignments. Greg delves into each assignment, quickly becoming both a product and a market expert that as a sales director I relied upon his expertise. He is able to develop a strong rapport with customers from this market knowledge.”"]']### Assistant: The agent's job is to provide HR guidance and business partnerships, and today, the agent is reaching out to the user because they need to discuss a potential collaboration between their respective companies.
|
### Human: Agent: ['Emily Johnson', 'Highly motivated and professional Account Executive and event manager with the Incentive Marketing Association, Merchant Advisory Group and National Cooperative Procurement Partners. Strong communication and project management skills. Excels in building and maintaining relationships, juggling multiple timelines/priorities and projects and experience and knowledge spanning a variety of areas. - Conference/event planning - Event registration - Sponsorship - Webinar planning, communications and execution - Membership management - Certification program management - Website development and management - Mobile app implementation - Event and general marketing & communications - Moderate & facilitate committee meetings - Maintain integrity of database - Training and mentorship - Creating & maintaining training resources', 'Project Management | Operations | Conference Director | Manager', 'The Harrington Company', '[{"company":"The Harrington Company","company_id":"the-harrington-company","industry":"Non-profit Organizations","location":null,"positions":[{"description":"","duration":"May 2019 - Present 2 years 11 months","duration_short":"2 years 11 months","end_date":"Present","start_date":"May 2019","subtitle":"The Harrington Company","title":"Account Executive"},{"description":"","duration":"Oct 2016 Apr 2019 2 years 7 months","duration_short":"2 years 7 months","end_date":"Apr 2019","start_date":"Oct 2016","subtitle":"The Harrington Company","title":"Assistant Account Executive"}],"url":"https://www.linkedin.com/company/the-harrington-company"},{"company":"College Possible","company_id":"college-possible","location":null,"positions":[{"description":"","duration":"Jul 2016 Sep 2016 3 months","duration_short":"3 months","end_date":"Sep 2016","start_date":"Jul 2016","subtitle":"College Possible","title":"Enrollment Specialist"},{"description":"","duration":"Aug 2014 Jun 2016 1 year 11 months","duration_short":"1 year 11 months","end_date":"Jun 2016","start_date":"Aug 2014","subtitle":"College Possible","title":"High School Coach"}],"url":"https://www.linkedin.com/company/college-possible"},{"company":"DataQuick Title","company_id":"dataquick-title","location":"","positions":[{"description":"","duration":"Jun 2014 Aug 2014 3 months","duration_short":"3 months","end_date":"Aug 2014","start_date":"Jun 2014","subtitle":"DataQuick Title","title":"Receptionist"}],"url":"https://www.linkedin.com/company/dataquick-title"},{"company":"Outdoor Leadership Center, St. John\'s University","company_id":null,"location":"","positions":[{"description":"","duration":"Aug 2013 May 2014 10 months","duration_short":"10 months","end_date":"May 2014","start_date":"Aug 2013","subtitle":"Outdoor Leadership Center, St. John\'s University","title":"Co-Manager"}],"url":""}]', '["Erica L. “I worked with Emily while at The Harrington Company. Meeting planning is stressful business and she always maintained a calm demeanor while delivering outstanding results to our clients. I would welcome the opportunity to work with her again in the future and any team she is on is lucky to have her!”","Nick Donovan “Emily is a joy to work with. She has an innate ability to successfully manage people. Her ability to lead in times of adversity is exceptional, and extremely valuable in any setting. Emily is authentic, dependable, and leads by example. Her experience in management drove the Outdoor Leadership Center to an increase in both overall participation and awareness throughout the community. Emily is a true collaborator, and would be an asset to any employer. ”"]']
User: ['Sarah Roberts', 'Sarah Roberts is a double major in public relations & strategic communications and corporate communications at Olivet Nazarene University, class of 2022. When she isn’t reading novels, writing songs or walking her dog, Gus, she can be found doing homework, helping brands connect with their audience and running around campus. As a communications student, Sarah understands the importance of honesty, transparency and authenticity. She believes every brand has a story to share and would love to help your organization share theirs. Feel free to reach out on LinkedIn to discuss content creation, Jesus’s grace-filled salvation, the best place for vacation or anything communications related.', 'Public relations student with a passion for bridging gaps between companies and their publics.', 'Shine.fm', '[{"company":"Shine.fm","company_id":null,"location":"Bourbonnais, Illinois, United States","positions":[{"description":"","duration":"Mar 2021 - Present 7 months","duration_short":"7 months","end_date":"Present","start_date":"Mar 2021","subtitle":"Shine.fm","title":"Social Media Intern"}],"url":""},{"company":"Public Relations Student Society of America (PRSSA)","company_id":"prssanational","location":"","positions":[{"description":"","duration":"May 2020 - Present 1 year 5 months","duration_short":"1 year 5 months","end_date":"Present","start_date":"May 2020","subtitle":"Public Relations Student Society of America (PRSSA)","title":"Olivet Nazarene University Chapter President"}],"url":"https://www.linkedin.com/company/prssanational"},{"company":"EAZ Creative","company_id":"eaz-creative","location":"","positions":[{"description":"-Research communications, marketing, and advertising trends-Write blog posts-Strategize relevant content for clients -Research communications, marketing, and advertising trends-Write blog posts-Strategize relevant content for clients","duration":"Jan 2021 - Present 9 months","duration_short":"9 months","end_date":"Present","start_date":"Jan 2021","subtitle":"EAZ Creative","title":"Content Writer"}],"url":"https://www.linkedin.com/company/eaz-creative"},{"company":"Olivet Nazarene University","company_id":"olivet-nazarene-university","location":null,"positions":[{"description":"-Greet entrants and direct them where to go-Answer phones and record notes-Manage camera equipment and classrooms-Assist communication professors with required tasks-Grade papers and exams","duration":"Sep 2018 - Present 3 years 1 month","duration_short":"3 years 1 month","end_date":"Present","start_date":"Sep 2018","subtitle":"Olivet Nazarene University","title":"Front Desk Receptionist | Communications Department"},{"description":"-Facilitate the responsible use of finances-Keep budget sheet tracking spending and deposits-Propose and filter fundraising ideas-Organize and manage fundraising events-Write letters for funding","duration":"Apr 2019 May 2020 1 year 2 months","duration_short":"1 year 2 months","end_date":"May 2020","start_date":"Apr 2019","subtitle":"Olivet Nazarene University","title":"PRSSA VP of Fundraising"}],"url":"https://www.linkedin.com/company/olivet-nazarene-university"},{"company":"Inspired Strategies Agency","company_id":"inspired-strategies-agency","location":"Bourbonnais, Illinois","positions":[{"description":"Inspired Strategies Agency is a student-run communications agency.As an account executive, I have used media relation techniques, extensively researched client information and their intended public, created GOST outlines, and crafted best practices for social media. Additional responsibilities:-plan, coordinate, and promote monthly observances-create a styleguide-Lead a team of students in planning and implementing objectives-drafted client contracts Inspired Strategies Agency is a student-run communications agency.As an account executive, I have used media relation techniques, extensively researched client information and their intended public, created GOST outlines, and crafted best practices for social media. Additional responsibilities:-plan, coordinate, and promote monthly observances-create a styleguide-Lead a team of students in planning and implementing objectives-drafted client contracts","duration":"Jan 2019 Jan 2021 2 years 1 month","duration_short":"2 years 1 month","end_date":"Jan 2021","start_date":"Jan 2019","subtitle":"Inspired Strategies Agency","title":"Account Executive"}],"url":"https://www.linkedin.com/company/inspired-strategies-agency"},{"company":"United Way of Kankakee & Iroquois Counties","company_id":"unitedway-kankakee-iroquois","location":"","positions":[{"description":"-Designed a social media and newsletter campaign for Giving Tuesday-Content mapping and scheduling via Hootsuite-Managed social media and created content - LinkedIn, Instagram, Facebook-Designed, constructed and distributed monthly newsletters via MailChimp-Researched companies and organizations to partner with-Tracked analytical data for marketing and created a report for my tenure -Designed a social media and newsletter campaign for Giving Tuesday-Content mapping and scheduling via Hootsuite-Managed social media and created content - LinkedIn, Instagram, Facebook-Designed, constructed and distributed monthly newsletters via MailChimp-Researched companies and organizations to partner with-Tracked analytical data for marketing and created a report for my tenure","duration":"Aug 2020 Nov 2020 4 months","duration_short":"4 months","end_date":"Nov 2020","start_date":"Aug 2020","subtitle":"United Way of Kankakee & Iroquois Counties","title":"Resource Development Intern"}],"url":"https://www.linkedin.com/company/unitedway-kankakee-iroquois"},{"company":"Red Roll","company_id":"red-roll","location":"","positions":[{"description":"-Research upcoming news and trends within the music industry for article ideas. -Write one article per week, being news or editorial, about a topic within the music industryReview my published articles here: https://www.redroll.com/author/slroberts/ -Research upcoming news and trends within the music industry for article ideas. -Write one article per week, being news or editorial, about a topic within the music industryReview my published articles here: https://www.redroll.com/author/slroberts/","duration":"Jan 2020 Mar 2020 3 months","duration_short":"3 months","end_date":"Mar 2020","start_date":"Jan 2020","subtitle":"Red Roll","title":"Music Journalist"}],"url":"https://www.linkedin.com/company/red-roll"}]', '["Jillian Halsey “Sarah has outstanding communication skills. She is very dependable and always completes quality work. Sarah is a very interpersonal leader. She takes the time to get to know those around her and helps to encourage them to grow. Sarah is someone that you want on your team. ”","Hannah Priest “I worked with Sarah on the executive board for Olivet\'s Public Relations Student Society of America Chapter. Sarah was always diligent in her work, paid attention to detail, and was an excellent teammate to work alongside. She knows how to communicate effectively and is intentional in the way that she manages her tasks and her relationships with other board members”"]']### Assistant: The agent's job is to manage event planning and communications, and today, the agent is reaching out to the user because they need assistance in creating and promoting a monthly observance for their organization.
|
### Human: Agent: ['Terry Peck', "An experienced culture and engagement executive who gives people voice, dignity, trust, and purpose. It's about knowing what turns their crank and smartly aligning them in positions that support our strategic plan. It is giving them clear expectations and then engaging them to create SMART goals to accomplish the objectives, and letting them run with it. I am an HR/ Safety Executive with years of diverse experience in developing innovative business strategies. For a company to execute their strategic plan there must be a shared sense of urgency, a guiding coalition with enthusiasm and ownership, an easy to understand vision and the creation of short term wins as we develop momentum until our vision is a reality. Think of your five best employees who embody the values that have led your company this far. What if we could have a whole company of those type of employees? Are we willing to risk thinking outside the scope of our knowledge to make that happen? Gallup’s 2017 State of the Global Workplace survey gives us these numbers: Engaged employees will create 21% greater profitability, 17% greater productivity with 41% less absenteeism and 24% less turnover.", 'HR and Safety, Strategic Planning, Employee Engagement, Operational Excellence, Storyteller', 'Power Flame Incorporated', '[{"company":"Power Flame Incorporated","company_id":"power-flame-incorporated","industry":"Mechanical or Industrial Engineering","location":"Parsons, Kansas","positions":[{"description":"Responsible for the strategic human resources planning to provide Power Flame with the best talent available and to position the organization as the employer of choice by being aware of policies, practices, and trends within the industry. Serve as the consultant to management on human resource-related issues and directs all the human resources functions of the organization in accordance with the policies and practices of Power Flame. Maintain an effective level of business literacy about the company’s financial position, its mid-range plans, its culture, and its competition. Developed market-based pay structure with well-defined job descriptions that are aligned to the strategic plan. Developed all employment advertising in alignment with our brand. Responsible for partnering with company leadership to promote a proactive culture that protects workers’ safety and overall well-being as well as compliance with all government regulatory agencies and corporate operating procedures. Champion and promote a behavior-based safety culture implementing programs to ensure associate safety and company regulatory compliance. Editor of our corporate newsletter, \\"Running With Scissors.\\" Developed a \\"Near Miss\\" data entry system used by all 19 of our global subsidiaries. Development and coordination of all safety and health training. Developed and produced \\"24/7\\" safety videos that highlighted employees from their perspective at home and in the workplace. Work with global safety leadership to develop vision, strategy, and tactical plans to reach targets.","duration":"Aug 2016 - Present 5 years 7 months","duration_short":"5 years 7 months","end_date":"Present","start_date":"Aug 2016","subtitle":"Power Flame Incorporated","title":"Director of Human Resources and Safety"}],"url":"https://www.linkedin.com/company/power-flame-incorporated"},{"company":"Cobalt Boats","company_id":"cobalt-boats","location":null,"positions":[{"description":"I moved into this role due to my familiarity with chemicals in my EHS role. I developed company metrics and designed an e-system to help track a $2,000,000 supply budget for 22 departments in three locations that made an impact for the first time in company history. Actualized 18% reduction in supply costs in the first three months. Worked with chemical suppliers in reducing in material and shipping costs by $250,000 in the first year.","duration":"Dec 2013 Jul 2015 1 year 8 months","duration_short":"1 year 8 months","end_date":"Jul 2015","start_date":"Dec 2013","subtitle":"Cobalt Boats","title":"Buyer"},{"description":"Leading a world-renowned company in quality and excellence in becoming one of the safest and most environmentally conscious in our industry. I helped Cobalt achieve our EHS program in becoming the best in Cobalt history with outstanding relationships with the local, state and federal governments.","duration":"May 2008 May 2014 6 years 1 month","duration_short":"6 years 1 month","end_date":"May 2014","start_date":"May 2008","subtitle":"Cobalt Boats, LLC","title":"Environmental, Health and Safety Manager"},{"description":"Developed a comprehensive talent acquisition and retention program that targeted employees that shared our values and skill set needs. This helped reduce turnover by 20%. Developed and implemented and conducted leadership training for all Managers, Supervisors and Leads. Company liasion and spokesperson to local and state groups and agencies. Developed internal communications that streamlined information to all employees daily and provided two way communication to validate ideas and concerns to action. Oversaw the development and interpretation of polices and procedures, facilitation of employee/ employer disputes, consultation and resolution strategies for workplace issues and counsel for both supervisors and employees.","duration":"2002 2012 10 years","duration_short":"10 years","end_date":"2012","start_date":"2002","subtitle":"Cobalt Boats","title":"Human Resource/ Safety Specialist"}],"url":"https://www.linkedin.com/company/cobalt-boats"},{"company":"Amazon","company_id":"amazon","location":"","positions":[{"description":"","duration":"2005 2009 4 years","duration_short":"4 years","end_date":"2009","start_date":"2005","subtitle":"Amazon","title":"Manager for Express Personnel"}],"url":"https://www.linkedin.com/company/amazon"}]', '["Dr. Jamie Chesler “Re: Terry Peck To Whom It May Concern: I am writing this reference for Terry Peck, Jack Welch Management Institute (JWMI Executive MBA Student). Terry Peck was one of my top 10% students enrolled in the JWI 510 Leadership in the 21st Century course for the Spring 2016 term. Terry has successfully completed this course with an Honors/A grade. Terry did not let me down or prove me wrong all during our class this term. I quickly noticed many students were drawn to Terry and would respond to his posts on a regular basis. As a professor, my goal is to challenge my students to do their best work and help them learn they can succeed if they put forth their best effort. Terry helped to set the bar high for our class and I don’t believe he is even aware he had done this as he appears to be quite humble from the discussions, I have had with him. The lesson I learned from Terry is that students set the bar for the class environment and challenge each other to do their best work. What a great lesson for me as well. Thank you to Terry for all your hard work I know you put into our class. I wish him much success and will do all I can to encourage and support his efforts. Sincerely, Dr. Jamie Chesler Course Lead/Full Professor Jamie.Chesler@JWMI.com (407) 452-2902 ”","Gene Ewert “Re: Recommendation for Terry Peck To Whom It May Concern: Terry Peck and I have worked together for 13 years at Cobalt Boats. I have always known him to tackle every task given him with dedication, resolve and pride in the results. As the IT Manager at Cobalt, I was blessed that he had such a grasp and talent for Microsoft products (Word, Excel & PowerPoint) but beyond that, an artist\'s eye for design and presentation. He required very little, if any, of IT time in the use of these products. The areas we did have interaction with him as a staff was in data gathering and interpretation. He was a quick study and when provided with the tools to get the data needed, he rarely was in need of further assistance unless his direction or scope was changed by his leadership chain. He is a very punctilious person and is able to see things that \\"don\'t add up\\" and is not afraid to question the result if it doesn\'t make sense to him. I have always been very impressed by his people and presentation skills. I will say at this point that not only have I seen him in action in our work environment, but I have also dealt with him on community committees, in our church environment and even been in the cast with him in several community arts plays. His personality is pretty much the same in any situation. No matter the venue, his organization and diligence seem to shine through. People on every level of organization, within any group, feel very comfortable with his demeanor and his social & business skills. I cannot say enough about his hardworking attitude whether it has been in HR, purchasing or out in the community. He has always been a \\"go to\\" person to get things done. The bottom line is I highly recommend Terry for a position within your organization and would be happy to answer any further questions you might have. Sincerely, Gene P Ewert IT Manager Cobalt Boats, LLC”"]']
User: ['Mike Truax', 'Mid-manager with 10 years management experience.Career orientedSpecialties: Strong Electronics and Optics BackgroundLeadershipTraining and instruction (Formal and on the job)', 'Production Line Lead', 'Healthcare AZ', '[{"company":"Healthcare AZ","company_id":null,"location":"Goodyear, Arizona, United States","positions":[{"description":"","duration":"Mar 2021 - Present 7 months","duration_short":"7 months","end_date":"Present","start_date":"Mar 2021","subtitle":"Healthcare AZ","title":"Production Line Lead"}],"url":""},{"company":"KBR, Inc.","company_id":"kbr-inc","location":"United States","positions":[{"description":"","duration":"Nov 2020 Mar 2021 5 months","duration_short":"5 months","end_date":"Mar 2021","start_date":"Nov 2020","subtitle":"KBR, Inc.","title":"Maintenance Mechanic, Electrical Controls Lead"}],"url":"https://www.linkedin.com/company/kbr-inc"},{"company":"Tokyo Electron America, Inc.","company_id":"tokyo-electron-america-inc.","location":"Chandler, Arizona","positions":[{"description":"","duration":"Oct 2019 Nov 2020 1 year 2 months","duration_short":"1 year 2 months","end_date":"Nov 2020","start_date":"Oct 2019","subtitle":"Tokyo Electron America, Inc.","title":"Field Service Engineer/Start-up Engineer"}],"url":"https://www.linkedin.com/company/tokyo-electron-america-inc."},{"company":"GE Renewable Energy","company_id":"gerenewableenergy","location":"Phoenix, Arizona Area","positions":[{"description":"","duration":"Feb 2019 Oct 2019 9 months","duration_short":"9 months","end_date":"Oct 2019","start_date":"Feb 2019","subtitle":"GE Renewable Energy","title":"Electro Mechanical Technician"}],"url":"https://www.linkedin.com/company/gerenewableenergy"},{"company":"Siemens","company_id":"siemens","location":"","positions":[{"description":"","duration":"Sep 2017 Feb 2019 1 year 6 months","duration_short":"1 year 6 months","end_date":"Feb 2019","start_date":"Sep 2017","subtitle":"Siemens","title":"Field Service Mechanic/Team Lead"}],"url":"https://www.linkedin.com/company/siemens"},{"company":"Compound Photonics","company_id":"compound-photonics","location":"Phoenix, Arizona","positions":[{"description":"","duration":"Nov 2014 May 2017 2 years 7 months","duration_short":"2 years 7 months","end_date":"May 2017","start_date":"Nov 2014","subtitle":"Compound Photonics","title":"Project Coordinator/Engineering Technician"}],"url":"https://www.linkedin.com/company/compound-photonics"},{"company":"Melles Griot","company_id":"melles-griot","location":"Carlsbad, CA","positions":[{"description":"","duration":"May 2011 Nov 2014 3 years 7 months","duration_short":"3 years 7 months","end_date":"Nov 2014","start_date":"May 2011","subtitle":"Melles Griot","title":"Production Line Lead"}],"url":"https://www.linkedin.com/company/melles-griot"},{"company":"Cymer","company_id":"cymer","location":"Rancho Bernardo, CA","positions":[{"description":"","duration":"May 2010 May 2011 1 year 1 month","duration_short":"1 year 1 month","end_date":"May 2011","start_date":"May 2010","subtitle":"Cymer","title":"Optics Production Tech 2"}],"url":"https://www.linkedin.com/company/cymer"},{"company":"US Navy","company_id":"us-navy","location":"","positions":[{"description":"Management, Project Management, Operations Management Management, Project Management, Operations Management","duration":"Jun 1991 Apr 2010 18 years 11 months","duration_short":"18 years 11 months","end_date":"Apr 2010","start_date":"Jun 1991","subtitle":"US Navy","title":"Cryptologic Technician (Technical) Chief CTTC"}],"url":"https://www.linkedin.com/company/us-navy"},{"company":"BEI Electronics","company_id":"bei-electronics","location":"Franksville, WI","positions":[{"description":"","duration":"Mar 2000 May 2001 1 year 3 months","duration_short":"1 year 3 months","end_date":"May 2001","start_date":"Mar 2000","subtitle":"BEI Electronics","title":"Electronic Test and Repair Technician"}],"url":"https://www.linkedin.com/company/bei-electronics"}]', '["Rick Portugal “I worked with Larry for about a year in Cymer\'s Optics dept. He has a good technical aptitude and is a quick learner when given the opportunity. He takes the quality of his work very seriously while at the same time he has a good sense of humor. Definitely a great guy to have on a team.”","Stuart Jurist “Larry is definitely a \\"get-it-done\\" kind of guy. Learns quickly, applies himself to his work diligently. This, combined with his sense of humor and ability to get along well with others, makes him nice to have on the team.”"]']### Assistant: The agent's job is to develop innovative business strategies and promote a proactive culture of safety and well-being. Today, the user is reaching out to the agent because they need guidance on implementing effective safety protocols in their production line.
|
### Human: Agent: ['Veronica Salazar', 'G&A Partners, one of the nation’s leading professional employer organizations (PEO), has been helping entrepreneurs grow their businesses, take better care of their employees and enjoy a higher quality of life for more than 20 years. By providing proven solutions and technology in the areas of human resources, employee benefits and payroll administration, G&A Partners alleviates the burden of tedious administrative tasks and allows business owners to focus their time, talent and energy on growing their companies. Headquartered in Houston, G&A Partners has offices throughout Texas, as well as in Arizona, California, Colorado, Illinois, Minnesota, Utah and Latin America.', 'Helping small business owners simplify and optimize the employee experience through strategic HR solutions', 'G&A Partners', '[{"company":"G&A Partners","company_id":"g&a-partners","industry":"Human Resources Services","location":"Houston, Texas Area","positions":[{"description":"","duration":"Apr 2019 - Present 2 years 11 months","duration_short":"2 years 11 months","end_date":"Present","start_date":"Apr 2019","subtitle":"G&A Partners","title":"Business Advisor"}],"url":"https://www.linkedin.com/company/g&a-partners"},{"company":"HOUSTON ASSOCIATION OF HEALTH UNDERWRITERS INC","company_id":"houston-association-of-health-underwriters-inc","location":"Houston, Texas, United States","positions":[{"description":"","duration":"Jul 2021 Aug 2021 2 months","duration_short":"2 months","end_date":"Aug 2021","start_date":"Jul 2021","subtitle":"HOUSTON ASSOCIATION OF HEALTH UNDERWRITERS INC","title":"Board Member - Professional Development Chair"}],"url":"https://www.linkedin.com/company/houston-association-of-health-underwriters-inc"},{"company":"Insperity","company_id":"insperity","location":null,"positions":[{"description":"","duration":"Aug 2018 Apr 2019 9 months","duration_short":"9 months","end_date":"Apr 2019","start_date":"Aug 2018","subtitle":"Insperity","title":"Senior Performance Consultant"},{"description":"I am a Performance Consultant working directly with our sales force and leadership to equip Business Performance Advisors with the knowledge and skills they need to effectively communicate our full spectrum of business solutions to businesses in communities across the nation. I develop, deliver, and implement sales performance improvement training programs that have a direct impact on productivity, profitability and employee engagement. Insperity, a trusted advisor to America’s best businesses for more than 25 years, provides an array of human resources and business solutions designed to help improve business performance. Serving more than 100,000 businesses with over 2 million employees, Insperity’s mission is to help businesses succeed so communities prosper. We provide a wide range of business performance solutions, enabling business owners to be more systematic and strategic about the role people play in the success of a company. Whether you have five employees or 5,000, Insperity’s business solutions are tailored to helping you run your business more efficiently.","duration":"Nov 2009 Apr 2019 9 years 6 months","duration_short":"9 years 6 months","end_date":"Apr 2019","start_date":"Nov 2009","subtitle":"Insperity","title":"Performance Consultant"}],"url":"https://www.linkedin.com/company/insperity"},{"company":"Vision Source","company_id":null,"location":"","positions":[{"description":"","duration":"2008 2008 less than a year","duration_short":"less than a year","end_date":"2008","start_date":"2008","subtitle":"Vision Source","title":"Admin"}],"url":""}]', '["Berkley Harmon III “Veronica was critical to my fast start with Insperity in 2015 and the attention to detail she displayed during my training has helped me move forward faster with Insperity. Thank you for all your help and for being a part of my introduction to the Professional Employer Organization Industry.”","Linda Matt “Veronica understands the important role people play in the success of any business. She is an experienced professional in performance management concepts and the Six Boxes method of performance thinking. She provides excellent coaching to new Business Performance Advisors to maximize their training and development so they experience success quickly with Insperity!”"]']
User: ['Lisa Sharum', 'High-energy and results-oriented HR leader. Proven record of effectively developing and implementing strategies to support business growth through focusing on employee engagement, retention and training. Strong business acumen and relationship-building skills with key executives and departments. A true HR business partner that is always thinking beyond the moment.', 'Global Director of HR Business Partners at InComm Payments', 'InComm Payments', '[{"company":"InComm Payments","company_id":"incommpayments","industry":"Financial Services","location":"Atlanta, Georgia","positions":[{"description":"","duration":"2017 - Present 5 years","duration_short":"5 years","end_date":"Present","start_date":"2017","subtitle":"InComm Payments","title":"Global Director of HR Business Partners"}],"url":"https://www.linkedin.com/company/incommpayments"},{"company":"NOVO Health Services","company_id":"novo-health-services","location":"Greater Atlanta Area","positions":[{"description":"","duration":"2017 2017 less than a year","duration_short":"less than a year","end_date":"2017","start_date":"2017","subtitle":"NOVO Health Services","title":"Senior Human Resources Manager"}],"url":"https://www.linkedin.com/company/novo-health-services"},{"company":"Genuine Parts Company","company_id":"genuine-parts-company","location":null,"positions":[{"description":"As Director of Human Resources-Atlantic Division, I worked closely with the Atlantic Division VP and Corporate VP of HR in developing and implementing employee strategy for approximately 2,400 employees within eight distribution centers and 230 company-owned stores. I managed one Division Training Manager and eight HR Managers in the areas of employee relations, recruitment, retention, training and development, succession planning, and overall adherence to all federal and state employment practices.","duration":"2011 2017 6 years","duration_short":"6 years","end_date":"2017","start_date":"2011","subtitle":"Genuine Parts Company","title":"Division Director of Human Resources"},{"description":"As District Human Resources Manager I was responsible for managing the Human Resources function for two NAPA Distribution Centers and approximately 50 company-owned stores.","duration":"Jul 2005 Mar 2011 5 years 9 months","duration_short":"5 years 9 months","end_date":"Mar 2011","start_date":"Jul 2005","subtitle":"Genuine Parts Company","title":"District Human Resources Manager"}],"url":"https://www.linkedin.com/company/genuine-parts-company"}]', '["Tim Phagan “Lisa was a true dedicated HR professional in the years I worked with her. We had a couple high pressure situations where a number of employees would be affected and Lisa was a strong support in helping to do the right thing. She was always available to provide advice and assistance. I would recommend Lisa to anyone looking for an HR professional! ”","Dawn Anderson, JD, SCP SPHR, CLM “Lisa is a dedicated Human Resource professional. She partners well with the business leaders she serves. ”"]']### Assistant: The agent's job is to provide strategic HR solutions and optimize the employee experience, today the user is reaching out to the agent because they need assistance in developing and implementing employee engagement strategies to support business growth.
|
### Human: Agent: ['Suman Koirala', 'Software Engineer at Codelation mainly works on RoR.', 'Software Engineer at Codelation', 'Codelation', '[{"company":"Codelation","company_id":"codelation","industry":"Software Development","location":null,"positions":[{"description":"-Designed and developed enterprise applications and APIs using Ruby on Rails-Designed and implemented databases using PostgreSQL-Setup deployed and maintained applications using git, GitHub, Bitbucket and Heroku-Setup Amazon AWS S3 as a storage service for different projects-Worked on front-end using JavaScript/JQuery, Bootstrap, Ajax-Managed projects in JIRA with agile methodologies via user stories, issues, and tasks.-Designed and implemented RESTful APIs with authorization, and tested using cURL and Postman -Maintained legacy Ruby on Rails apps of different versions","duration":"Jun 2019 - Present 3 years 1 month","duration_short":"3 years 1 month","end_date":"Present","start_date":"Jun 2019","subtitle":"Codelation","title":"Software Engineer"},{"description":"","duration":"Oct 2018 May 2019 8 months","duration_short":"8 months","end_date":"May 2019","start_date":"Oct 2018","subtitle":"Codelation","title":"Software Engineer Intern"}],"url":"https://www.linkedin.com/company/codelation"},{"company":"Minnesota State University Moorhead","company_id":"minnesota-state-university-moorhead","location":null,"positions":[{"description":"-Assisted with management of hazardous waste, emergency management, disability, and ergonomic resources, and building and workplace safety","duration":"May 2018 Oct 2018 6 months","duration_short":"6 months","end_date":"Oct 2018","start_date":"May 2018","subtitle":"Minnesota State University Moorhead","title":"Environment Health & Safety Assistant"},{"description":"-Maintained, updated and troubleshot Linux and Windows servers-Developed and configured various scripts including MySQL database password reset system, bulk usersaddition on a blog system and FAQ website for MSUM CSIS department-Configured Linux workstations to use central Active Directory authentication using Ldap and Winbind andimplemented file system using Samba","duration":"May 2017 Oct 2018 1 year 6 months","duration_short":"1 year 6 months","end_date":"Oct 2018","start_date":"May 2017","subtitle":"Minnesota State University Moorhead","title":"Assistant to Network Admin"},{"description":"-Mentored more than 20 people in Python, and certified in level 1 College Reading and Learning Association(CRLA)","duration":"May 2016 Oct 2018 2 years 6 months","duration_short":"2 years 6 months","end_date":"Oct 2018","start_date":"May 2016","subtitle":"Minnesota State University Moorhead","title":"Computer Science Peer Tutor"}],"url":"https://www.linkedin.com/company/minnesota-state-university-moorhead"}]', '["Jamieson Reinhard “I worked with Suman at Codelation, where he is a senior software engineer and has mentored me and helped me to become a much better developer myself. Suman checks all the boxes of being a great developer, and then some. He is patient as a teacher, he explains things very well in both technical and non-technical language, and beyond that, he is a joy to have around as a co-worker. For example, Suman tells a \'dad joke\' at the end of every team meeting, which always ends things on a light, positive note. I sincerely enjoy working with Suman and hope our paths will continue to cross througout our careers. I cannot recommend him enough as an invaluable asset to any team!”","Laura B. Backhaus, CSM, SPOC “Suman is a delight to work with and is very knowledgeable in his tech stacks. He is excellent at client interviews and understanding the business requirements. He takes those requirements and out come amazing solutions and software. He is timely and transparent in his customer communications and a real team player.”"]']
User: ['Tyler Gancarz', 'Passionate about helping owners, design/engineering firms, and construction companies leverage technology to achieve breakthrough productivity on projects.A creative, energetic, customer-focused professional with experience in project management and cross functional business operations. A dedicated team player who seizes opportunities to lead and exhibits exceptional interpersonal communication and problem solving skills. Resourceful self starter committed to producing results, a positive environment and company initiatives.', 'Helping Owners, Designers and Contractors maximize project efficiency and reduce risk!', 'SoftwareONE', '[{"company":"SoftwareONE","company_id":"softwareone","industry":"Information Technology and Services","location":"Greater Chicago Area","positions":[{"description":"","duration":"Mar 2021 - Present 5 months","duration_short":"5 months","end_date":"Present","start_date":"Mar 2021","subtitle":"SoftwareONE","title":"Business Development Manager"}],"url":"https://www.linkedin.com/company/softwareone"},{"company":"VIATechnik, LLC","company_id":"viatechnik","location":"Chicago, Illinois","positions":[{"description":"VIATechnik is a fast-growing engineering organization that offers a range of Technology, Virtual Design and Construction, and Construction Administration services to architects, engineers, contractors, and owners. We look for hard problems to solve and pair up the best technology solutions on every project. The company utilizes a combination of available software and proprietary tools to deliver results for our clients. Founded by Stanford engineering graduates, VIATechnik leverages a highly-educated, experienced, and professional team with experience in government, oil and gas, commercial, and infrastructure projects.- Leading and working on the lean Sales Team at VIATechnik!- Focused on continued growth of market share within the AEC industries nationwide- Building and maintaining new and existing customer relationships- Managing the company CRM and standards to provide an accurate database of client information- Provide sales forecasts and monthly sales reports to CEO","duration":"Mar 2018 Mar 2021 3 years 1 month","duration_short":"3 years 1 month","end_date":"Mar 2021","start_date":"Mar 2018","subtitle":"VIATechnik, LLC","title":"Sales Director"}],"url":"https://www.linkedin.com/company/viatechnik"},{"company":"ARC Document Solutions","company_id":"arc-document-solutions","location":null,"positions":[{"description":"ARC Technology Solutions delivers game-changing productivity improvements for the Facilities and Construction Industries through a combination of software, mobile apps and unique services. Our customers can get accurate facilities and construction information instantly, anytime, anywhere and on any device throughout a building’s lifecycle. Our Facilities solution includes scanning your large and small format documents; adding indexing and intelligent navigation so you can find exactly what you need; and providing anytime, anywhere access to your critical facilities’ information through our cloud-based SKYSITE software and mobile apps. Our Construction solution includes 3D visualizations and cloud-based close-out documents to win more projects; BIM modeling services to identify and resolve conflicts before construction starts; and SKYSITE software and mobile apps to enable your construction teams to store, organize, access, markup, sync and easily share and track ALL your project documents, anytime, anywhere and on any device. \uf0b7 Responsible for managing regional technology sales and market growth efforts with a focus on Construction Solutions. \uf0b7 Consulting with clients on Document and Project Information Management, BIM (Building Information Modeling) and Visualization Services.\uf0b7 Managing large regional territory including: IL, IN, WI, NE, MN, MI, OH, PA, KY, ND, SD","duration":"Jul 2016 Mar 2018 1 year 9 months","duration_short":"1 year 9 months","end_date":"Mar 2018","start_date":"Jul 2016","subtitle":"ARC Document Solutions","title":"Regional Sales Manager, Construction Solutions"},{"description":"\uf0b7 Aggressively increasing revenue growth in the Midwest central region, with a focus on Construction Documents and Information Management (CDIM) solutions and the SKYSITE platform.\uf0b7 Identify and develop business opportunities within my region through the divisional managers and sales representatives. Main divisional hubs include MN, WI, NE, IL, IN, MI, OH, PA, KY. \uf0b7 Participate in local and regional trade associations to develop customer relationships and build credibility within these organizations.\uf0b7 Train, assist and support (develop proposals/presentations/close business) divisional sales teams on ARC\'s software/technology solutions and professional services to aggressively drive growth.\uf0b7 Identify large regional customers and offer a standardized workflow solution. Identify client operational needs and develop and integrate ARC workflow solutions.\uf0b7 Develop pricing strategies, new sales solutions and assist ARC Marketing in developing sales and marketing materials for CDIM software and professional services.\uf0b7 Work closely with the CDIM technology product teams to assist in the development of SKYSITE software products, etc.\uf0b7 Develop and maintain central database business opportunities to project revenue opportunities.\uf0b7 Identify development potential in accounts by studying current business metrics; interviewing key customer contacts, identifying and presenting additional business opportunities.\uf0b7 Provide monthly reports on Opportunities that have been closed in the Region to the National Director of Business Development and Regional VP.","duration":"Nov 2015 Aug 2016 10 months","duration_short":"10 months","end_date":"Aug 2016","start_date":"Nov 2015","subtitle":"ARC Document Solutions","title":"Regional Solutions Consultant CDIM, Technology Solutions Engineer"},{"description":"\uf0b7 Effectively managed over $2 million in current accounts, quickly saw revenue growth in both existing accounts and net new, and built strong relationships within my account base. \uf0b7 Acquisition and penetration of accounts located throughout the region through showing the value of ARC\'s entire spectrum of services, with a focus on digital offerings. \uf0b7 Worked closely with SKYSITE and Hyperlinking technology product teams and tested new software updates through simulating AEC workflows.\uf0b7 Implemented CDIM software solutions successfully for customers. \uf0b7 Provided valuable feedback from customers in the field to the product development teams. \uf0b7 Trained the sales team and customers on the functionality and workflow applications of ARC’s solutions.\uf0b7 Participated in alpha and beta testing of ARC’s new software solution SKYSITE. \uf0b7 Supported my division as a Subject Matter Expert SME for digital services / solutions and played a pivotal role in customer meetings with both executive level contacts and field teams.","duration":"Aug 2014 Nov 2015 1 year 4 months","duration_short":"1 year 4 months","end_date":"Nov 2015","start_date":"Aug 2014","subtitle":"ARC Document Solutions","title":"Inside Sales/Business Development Representative"}],"url":"https://www.linkedin.com/company/arc-document-solutions"}]', '["“Love working with Tyler (and the Viatechnik team). Super professional, easy going nature even under tight deadlines, and always willing to get creative to do what it takes to make the deal work for all involved. ”","“I had the pleasure of working closely with Tyler on the Construction Document Information Management (CDIM) team here at ARC. Tyler is an exceptional contributor. His command of our technology offerings is off the charts and his understanding of the AEC industry is impressive. I\'ve seen Tyler dive deep into the details of BIM with a room full of architects with 20+ years of experience. He knows his stuff. Ask Tyler if he can help you with something and you will always get a deep-voiced \\"absolutely.\\"”"]']### Assistant: The agent's job is to maximize project efficiency and reduce risk, and today, the agent is reaching out to the user because they need to discuss potential technology solutions for a construction project.
|
### Human: Agent: ['Michael Hayes', "I began my insurance career in 1995 on the carrier side with Great West Life and later United Health Care, where I completed an intensive self-funded underwriting and sales training program and also sold national large group programs. I transitioned to retail group sales in 1998 where I sold both self-funded and fully-insured benefit plans for two large regional brokerage houses. My combination of carrier-side training and contacts, coupled with my regional brokerage client-side service experience prove invaluable when designing and implementing tailor-made benefit solutions for Benchmark Benefits' clients. Specialties: Benchmark Benefits designs fully insured and self funded employee benefit solutions to maximize the overall value for each of our client's individual needs. Benchmark Benefits also offers a full array of client support services to navigate the entire healthcare landscape for our clients and their employees.", 'President, Benchmark Benefits', 'Benchmark Benefits', '[{"company":"Benchmark Benefits","company_id":"benchmark-benefits","industry":"Insurance","location":"","positions":[{"description":"Founded in 2003, Benchmark Benefits is a privately held independent insurance agency that focuses on providing customized employee benefit solutions to companies of 25 to 2000 employees. We are national in scope and provide a full array of client services that focus on navigating the entire health care landscape for our clients and their employees.In addition to the most innovative plan designs, our competitive advantages include offering full service Human Resources administration support, employee communication pieces, benchmarking data to gauge appropriate benefit levels and employer sponsorship, ongoing compliance/reporting support, customized employee wellness programs, and unmatched personal employee service to our client companies.Our value-oriented advocates, who specialize in group employee benefits, business planning, individual life, health and disability insurance, estate planning, and long term care insurance, create innovative strategies to meet each of our clients’ individual needs.","duration":"Jan 2003 - Present 19 years 2 months","duration_short":"19 years 2 months","end_date":"Present","start_date":"Jan 2003","subtitle":"Benchmark Benefits","title":"President"}],"url":"https://www.linkedin.com/company/benchmark-benefits"},{"company":"Brentwood Benefits","company_id":null,"location":"","positions":[{"description":"","duration":"Nov 2000 Dec 2002 2 years 2 months","duration_short":"2 years 2 months","end_date":"Dec 2002","start_date":"Nov 2000","subtitle":"Brentwood Benefits","title":"Vice President"}],"url":""},{"company":"Armstrong/Robitaille Insurance Services","company_id":null,"location":"","positions":[{"description":"","duration":"Apr 1999 Nov 2000 1 year 8 months","duration_short":"1 year 8 months","end_date":"Nov 2000","start_date":"Apr 1999","subtitle":"Armstrong/Robitaille Insurance Services","title":"Account Executive"}],"url":""},{"company":"United Healthcare","company_id":"unitedhealth-group","location":"","positions":[{"description":"","duration":"May 1997 Apr 1999 2 years","duration_short":"2 years","end_date":"Apr 1999","start_date":"May 1997","subtitle":"United Healthcare","title":"Account Executive"}],"url":"https://www.linkedin.com/company/unitedhealth-group"},{"company":"Great-West Healthcare","company_id":"great-west-healthcare","location":"","positions":[{"description":"","duration":"Jun 1995 May 1997 2 years","duration_short":"2 years","end_date":"May 1997","start_date":"Jun 1995","subtitle":"Great-West Healthcare","title":"Sales Executive"}],"url":"https://www.linkedin.com/company/great-west-healthcare"}]', '["Tania Avedissian “When you think of a \\"consultant,\\" rarely do you think \\"friend.\\" As our benefits consultant, Michael is not only a friend, he is family. I\'d love to say that it\'s because of who we are at WET, but it is really because of who Michael is as a person. Michael understands that business success is about quality relationships—something at which he truly excels. He doesn\'t just talk about how much he cares, he backs that talk with dedicated action that gets results. When you call a consultant with a question, you get an answer. When we call Michael with a question, we get a thoughtful, customized solution. As the VP of Talent, I know for a fact that these solutions not only help resolve concerns, these solutions prevent concerns. Michael and his staff have the ability to think long-term without ever forgetting the immediate needs of our employees.”","Tammy Pinkston “Michael is an insightful, capable, meticulous individual that researches the most prominent methods to produce high quality Wellness programs and integrates these methods in a fun and explorative way in the events. He is inventive in his methods, inclusive with the teams and listens to out of the box ideas and gets excited at the possibility to help people and provide them high the highest level of service and personability. I enjoy working with Michael specifically because he has such a high level of integrity, innovative in thought and awesome to work in tandem with. He finds a way to get these positive programs off the ground and ideas to maintain them effectively. He hold my highest of recommendation with who and how he is.”"]']
User: ['Dionitia Cornell', "Spending many years as an HR Director in the A/E/C industry I realized how much I enjoyed employee benefits and in 2011 set out to assist companies with the complexities of balancing compliance, cost and a positive employee experience. Working with Presidents, CEO's, CFO's and HR is my passion - aligning employee benefits and culture - my gift.", 'Vice President at Risk Strategies Company', 'Risk Strategies Company', '[{"company":"Risk Strategies Company","company_id":"risk-strategies-company","industry":"Insurance","location":"Lawrenceville, GA","positions":[{"description":"Full service insurance firm. My focus is employee benefit programs for all size employers with a focus on culture fit, technology and Human Resources. Full service insurance firm. My focus is employee benefit programs for all size employers with a focus on culture fit, technology and Human Resources.","duration":"Oct 2019 - Present 2 years 5 months","duration_short":"2 years 5 months","end_date":"Present","start_date":"Oct 2019","subtitle":"Risk Strategies Company","title":"Vice President"}],"url":"https://www.linkedin.com/company/risk-strategies-company"},{"company":"Sterling Seacrest Partners","company_id":"sterling-seacrest-pritchard","location":"Peachtree Corners, GA","positions":[{"description":"Full service insurance brokerage. Largest privately held agency in Georgia. Full service insurance brokerage. Largest privately held agency in Georgia.","duration":"Aug 2018 Oct 2019 1 year 3 months","duration_short":"1 year 3 months","end_date":"Oct 2019","start_date":"Aug 2018","subtitle":"Sterling Seacrest Partners","title":"Client Advisor"}],"url":"https://www.linkedin.com/company/sterling-seacrest-pritchard"},{"company":"Risk Strategies Company","company_id":"risk-strategies-company","location":"Greater Atlanta Area","positions":[{"description":"Risk Strategies Company purchased Anderson Corporate Solutions in July 2017. Benefits brokerage and human resources services specializing in the A/E/C industries. Risk Strategies Company purchased Anderson Corporate Solutions in July 2017. Benefits brokerage and human resources services specializing in the A/E/C industries.","duration":"Jul 2017 Feb 2018 8 months","duration_short":"8 months","end_date":"Feb 2018","start_date":"Jul 2017","subtitle":"Risk Strategies Company","title":"Vice President"}],"url":"https://www.linkedin.com/company/risk-strategies-company"},{"company":"Anderson Corporate Solutions, Inc. a Risk Strategies Company","company_id":null,"location":"","positions":[{"description":"As a broker I represent all group carriers along with being a platinum broker for ACEC life health trust for member engineering firms all over the country. If you are a member ACEC firm I would love to show you the wonderful options and competitive rates currently available.I have the ability to help businesses structure their employee benefits to include medical, dental, vision, HRA\'s, HSA\'s, long term disability and short term disability, etc. My experience in human resources and benefit administration from the employers perspective gives me an understanding most brokers do not exhibit. As a business owner or decision maker you are busy running your business let me assist with employee benefits and ACA compliance.","duration":"May 2011 Jun 2017 6 years 2 months","duration_short":"6 years 2 months","end_date":"Jun 2017","start_date":"May 2011","subtitle":"Anderson Corporate Solutions, Inc. a Risk Strategies Company","title":"Benefits Consultant- Broker; ACEC Life Trust Broker"}],"url":""},{"company":"Stantec Consulting Services purchased Street Smarts","company_id":null,"location":"","positions":[{"description":"HR Generalist HR Generalist","duration":"Nov 2010 May 2011 7 months","duration_short":"7 months","end_date":"May 2011","start_date":"Nov 2010","subtitle":"Stantec Consulting Services purchased Street Smarts","title":"HR Consultant"}],"url":""},{"company":"Street Smarts","company_id":"street-smarts","location":"","positions":[{"description":"Strategic HR Generalist and member of Senior Leadership team. Strategic HR Generalist and member of Senior Leadership team.","duration":"Nov 2007 Nov 2010 3 years 1 month","duration_short":"3 years 1 month","end_date":"Nov 2010","start_date":"Nov 2007","subtitle":"Street Smarts","title":"Director of Human Resources"}],"url":"https://www.linkedin.com/company/street-smarts"},{"company":"Precision Planning, Inc.","company_id":null,"location":"","positions":[{"description":"","duration":"Sep 1995 Oct 2007 12 years 2 months","duration_short":"12 years 2 months","end_date":"Oct 2007","start_date":"Sep 1995","subtitle":"Precision Planning, Inc.","title":"Senior Vice President"}],"url":""}]', '["Heather Everett “I had the privilege of working with Dionitia Cornell for three years where I saw her excel in every aspect of the business. She is the kind of person who is constantly learning, freely sharing her knowledge with both clients and coworkers, which helped facilitate a collaborative team environment. Her knowledge base and work ethic were unmatched, but what was most extraordinary about her was her relationship with her clients. Dionitia was dedicated to her clients, and they were incredibly loyal to her in exchange; she got more referrals from her clients than all other producers in the office combined. Additionally, in any given time period, she acquired more groups on her own than all of the other producers. Clients recognized Dionitia’s trustworthiness and reliability, which enabled her to maintain a strong relationship with them. It goes without saying that she was a pleasure to work with, but more than that, she was an incredible asset to the company. ”","Bambi Holt “There are so many awesome things that I can say about Dionitia. Anyone who has the pleasure of working with her as either a client or a coworker knows that Dionitia is loyal, hard working, compassionate and always goes the extra mile. She truly cares about those around her and is always willing to step in a help know matter the task because that is just who she is. She is genuine, honest and you can always count on her. She is a beautiful person inside and out. This is a quality that is hard to find today. Did I mention she is intelligent, smart and funny she always had a smile on her face. She is one of the hardest workers I have ever had the pleasure of working with. She is a ray of sunshine and enjoys her work and I always looked forward to seeing her come into the office because she always brought something special to the office. I miss working with her and if I was an employer I would hire her. She has a special gift. If given the chance I would jump at the opportunity to work with her again. All of her clients miss her she treated each and every group big or small with such care!! She is definitely one in a million!!!”"]']### Assistant: The agent's job is to provide customized employee benefit solutions, and today the user is reaching out to the agent because they need assistance with balancing compliance, cost, and a positive employee experience in their company's employee benefits program.
|
### Human: Agent: ['Mary R. Allred, CEBS, SPHR, SHRM-SCP', 'Human Resources professional with 20+ years experience working with corporations on HR policies, benefit packages and payroll processes. My main focus is to ensure employment law and company policy compliance is met as well as offering compensation levels and benefit packages that stay within budgeting criteria and help to retain and attract employees.', 'Director - Compensation and Benefits at Old Dominion Freight Line', 'Old Dominion Freight Line', '[{"company":"Old Dominion Freight Line","company_id":"old-dominion-freight-line","industry":"Truck Transportation","location":"Thomasville, North Carolina, United States","positions":[{"description":"","duration":"Jun 2020 - Present 1 year 5 months","duration_short":"1 year 5 months","end_date":"Present","start_date":"Jun 2020","subtitle":"Old Dominion Freight Line","title":"Director - Compensation and Benefits"}],"url":"https://www.linkedin.com/company/old-dominion-freight-line"},{"company":"Epes Transport System, LLC","company_id":"epes-transport-system-llc","location":null,"positions":[{"description":"","duration":"Aug 2019 Jun 2020 11 months","duration_short":"11 months","end_date":"Jun 2020","start_date":"Aug 2019","subtitle":"Epes Transport System, LLC","title":"VP of Compensation & Benefits"},{"description":"","duration":"Jan 2013 Aug 2019 6 years 8 months","duration_short":"6 years 8 months","end_date":"Aug 2019","start_date":"Jan 2013","subtitle":"Epes Transport System, LLC","title":"Director of Benefits"}],"url":"https://www.linkedin.com/company/epes-transport-system-llc"},{"company":"Epes Carriers, Inc.","company_id":"epes-carriers-inc.","location":"Greensboro/Winston-Salem, North Carolina Area","positions":[{"description":"","duration":"Jun 2006 Jan 2013 6 years 8 months","duration_short":"6 years 8 months","end_date":"Jan 2013","start_date":"Jun 2006","subtitle":"Epes Carriers, Inc.","title":"Corporate HR & Benefits Manager"}],"url":"https://www.linkedin.com/company/epes-carriers-inc."},{"company":"Benefits Group","company_id":"benefits-group","location":"","positions":[{"description":"","duration":"Jan 2002 Jun 2006 4 years 6 months","duration_short":"4 years 6 months","end_date":"Jun 2006","start_date":"Jan 2002","subtitle":"Benefits Group","title":"Marketing Analyst"}],"url":"https://www.linkedin.com/company/benefits-group"},{"company":"North Carolina Plastics, Inc.","company_id":null,"location":"","positions":[{"description":"","duration":"Mar 2001 Jan 2002 11 months","duration_short":"11 months","end_date":"Jan 2002","start_date":"Mar 2001","subtitle":"North Carolina Plastics, Inc.","title":"Human Resources Manager"}],"url":""},{"company":"Industrial Truck Sales & Service, Inc.","company_id":null,"location":"","positions":[{"description":"","duration":"Jun 1997 Mar 2001 3 years 10 months","duration_short":"3 years 10 months","end_date":"Mar 2001","start_date":"Jun 1997","subtitle":"Industrial Truck Sales & Service, Inc.","title":"Director of Human Resources"}],"url":""}]', '["Dee Dee S. Cox, SPHR “I would certainly recommend Mary in any job or function. Mary is a true professional in every sense of the word. She is detail oriented, people oriented and a team player. She gets the job done and is willing to take on more. Mary works exceptionally well with a variety of people while building and maintaining relations. She manages, time, people and projects well.”","Richard Jones “As a Marketing Analyst, Mary was detail-oriented and highly organized. She had a strong understanding of the insurance markets and maintained good relationships with all of our carrier representatives. Mary’s analysis was insightful, accurate, and impactful. She was responsible for developing strategic recommendations that saved our clients significant money. I highly recommend Mary as she is a pleasure to work with and would be a tremendous asset in any organization.”"]']
User: ['Larry J. Vernon Jr.', 'Experienced Account Executive and Operations Manager with a demonstrated history of working in the Transportation and Trucking industry. Skilled in Negotiations, Operations Management, Microsoft Suite, Freight, Parcel, Business Ownership and Sales. Attended Wayne State University. 586.460.8251 / larryvernon@mail.com', 'Account Executive at YRC Freight', 'YRC Freight', '[{"company":"YRC Freight","company_id":"yrc-freight-inc","industry":"Transportation/Trucking/Railroad","location":null,"positions":[{"description":"Dynamic and results-oriented Sales Account Executive, focused on maximizing sales by managing all accounts systematically and logically. Committed to ideals of consistency and dedication in order to build the most successful Business partnerships. Exceptional interpersonal, time management and negotiation skills.","duration":"Mar 2016 - Present 5 years 8 months","duration_short":"5 years 8 months","end_date":"Present","start_date":"Mar 2016","subtitle":"YRC Freight","title":"Account Executive"},{"description":"Manages all activities of drivers and dock workers in End of Line facility. Utilizes available resources to move freight in the safest and most cost effective manner to meet or exceed customer expectations and to achieve company goals.Develop daily delivery plan utilizing equipment, manpower and other resources to ensure an effective, efficient operation.Supervises all activities of drivers and dockworkers responsible for efficient loading/unloading of trailers along with productive pick-up and delivery of freight at customer locations.Manage work assignments, monitor performance and provide training on job duties, company policies and procedures.Communicates company safety program and enforces safety rules and compliance with all government regulations.Ensure proper work methods are utilized at all times.Utilize independent judgment and effectively recommend personnel actions in accordance with company policy, procedures and contractual language. Provide appropriate coaching and documentation of actions.Completes necessary paperwork accurately and in a timely manner to ensure an efficient and steady flow of information. Extensive knowledge and effective use of the local union contract.","duration":"Apr 2014 Feb 2016 1 year 11 months","duration_short":"1 year 11 months","end_date":"Feb 2016","start_date":"Apr 2014","subtitle":"YRC Freight","title":"Operations Supervisor"}],"url":"https://www.linkedin.com/company/yrc-freight-inc"},{"company":"Corporate Transit of America","company_id":"corporate-transit-of-america","location":"Livonia, MI","positions":[{"description":"Provide operational leadership, individual contributors and hourly workforce to ensure the execution of daily tasks and activities including driver pick-ups and deliveries, loading/unloading of trailers, cross docking and customer service operations in a manner consistent with company services and cost objectives. Supervises most processes directly including workforce and vehicle scheduling. Supervise logistics operations including customer service, freight loading and unloading, dispatch, scanning controls and proper documentation and procedure control. Ensure compliance with financial policies and procedures such as inventory accuracy and controls, returns, damages, ect. Understand the relationship between decision-making and profitability. Closely manage associates’ working hours and activities to minimize overtime and to meet or exceed productivity targets. Ensure day-to-day management of drivers and associates are in alignment with the location safety strategy. Provide drivers and associates with communication, training, feedback, evaluations and direction to ensure safe performance. Ensure compliance with all applicable regulatory agencies and company policies and procedures. Understand the location-specific customer goals & objectives. Ensure the customer knows that we are committed to helping them achieve their objectives. Determine areas that could benefit from Continuous Improvement efforts.","duration":"Jan 2013 Apr 2014 1 year 4 months","duration_short":"1 year 4 months","end_date":"Apr 2014","start_date":"Jan 2013","subtitle":"Corporate Transit of America","title":"Dispatch/Warehouse Supervisor"}],"url":"https://www.linkedin.com/company/corporate-transit-of-america"},{"company":"Diligent Delivery Systems","company_id":"diligentusa","location":"Plymouth, MI","positions":[{"description":"Multiple route contractor providing pick-up and delivery services for over 40 automotive dealerships throughout the metro Detroit area.Responsible for running line haul operation from Cleveland, Ohio to Plymouth, MI providing inbound automotive parts to a network of independent contractors including five contracted routes that I provided drivers and vehicles for. Multiple route contractor providing pick-up and delivery services for over 40 automotive dealerships throughout the metro Detroit area.Responsible for running line haul operation from Cleveland, Ohio to Plymouth, MI providing inbound automotive parts to a network of independent contractors including five contracted routes that I provided drivers and vehicles for.","duration":"Mar 2012 Jan 2013 11 months","duration_short":"11 months","end_date":"Jan 2013","start_date":"Mar 2012","subtitle":"Diligent Delivery Systems","title":"Contractor/Owner"}],"url":"https://www.linkedin.com/company/diligentusa"},{"company":"Optimum Proformance","company_id":"fedex-ground","location":"Farmington Hills, MI","positions":[{"description":"Contractor for FedEx Ground. Established Transportation Company and provided executive leadership for Optimum Proformance Inc. a provider of world class pick-up and delivery service. Managed cash flow of up to $20,000/month.Recruited, trained, mentored and developed new drivers. Created and implemented operating plan. Created financial & business plan covering 10 year period and projecting a 10% growth year over year. Created safety programs, safety procedures, safe work methods and incentives for accident-free driving.","duration":"Nov 2002 Jun 2010 7 years 8 months","duration_short":"7 years 8 months","end_date":"Jun 2010","start_date":"Nov 2002","subtitle":"Optimum Proformance","title":"Contractor/Owner/President"}],"url":"https://www.linkedin.com/company/fedex-ground"},{"company":"UPS","company_id":"ups","location":"Wayne County Metropolitan Airport","positions":[{"description":"Supervised a crew of 30 for the United Parcel Service Next Day Air operation at DTW (Metro Airport).Trained new hires. Performed audits and develop quality control programs.Implemented innovative programs to increase employee loyalty and reduce turnover. Formed and organized safety committees and safe work methods. Implemented safety programs. Performed weight and balance calculations on a variety of aircraft Supervised a crew of 30 for the United Parcel Service Next Day Air operation at DTW (Metro Airport).Trained new hires. Performed audits and develop quality control programs.Implemented innovative programs to increase employee loyalty and reduce turnover. Formed and organized safety committees and safe work methods. Implemented safety programs. Performed weight and balance calculations on a variety of aircraft","duration":"Jun 1989 Oct 2002 13 years 5 months","duration_short":"13 years 5 months","end_date":"Oct 2002","start_date":"Jun 1989","subtitle":"UPS","title":"Air Sort Supervisor"}],"url":"https://www.linkedin.com/company/ups"}]', '["Tiffany Huffman “Larry is a very dedicated, hard working, and driven executive. His willingness to learn and adapt to his surroundings is very good. He works hard for his customers and has his companies best intentions in mind. ”","Samuel Majszak “Larry is a great sales person who really works hard for his customers. He balances their needs with what the company can deliver and finds a solution that benefits all parties involved. ”"]']### Assistant: The agent's job is to manage compensation and benefits for a transportation company. Today, the user is reaching out to the agent because they need assistance with negotiating a new benefit package for their team of drivers.
|
### Human: Agent: ['James Aguilar, MBA, PMP', 'Experienced leader of people and teams that achieves high levels of success. Effectively combines strong leadership, planning, analysis, organizational, and communication skills to manage large complex business functions. Advanced through a series of increasing responsibilities in management, investments, risk mitigation and data analysis.', 'Director - Investment Surveillance at USAA', 'USAA', '[{"company":"USAA","company_id":"usaa","location":null,"positions":[{"description":"People leader focused on risk mitigation, vendor management, compliance and project strategy related to Enterprise Money Movement and Payments while mentoring and developing a team of analysts and supervising global third-party vendors.","duration":"Jan 2021 - Present 1 year 7 months","duration_short":"1 year 7 months","end_date":"Present","start_date":"Jan 2021","subtitle":"USAA","title":"Manager, Finance Operations"},{"description":"People leader accountable for Risk First Line of Defense Surveillance team comprised of Trade Surveillance Analysts who monitor and investigate for suspicious trading activity to include insider trading, market manipulation and fraud as well as managing Registered Principals who perform supervision and approval of new investment accounts and assist with investment investigations.","duration":"Apr 2019 Jan 2021 1 year 10 months","duration_short":"1 year 10 months","end_date":"Jan 2021","start_date":"Apr 2019","subtitle":"USAA","title":"Director - Investment Surveillance"},{"description":"Individual Contributor leading projects focused on strategy, risk mitigation, performance management, profitability, investment research, operational improvements, budget planning and business support for strategic initiatives.","duration":"Oct 2012 Apr 2019 6 years 7 months","duration_short":"6 years 7 months","end_date":"Apr 2019","start_date":"Oct 2012","subtitle":"USAA","title":"Financial Analyst, Investments"},{"description":"People leader facilitating brokerage trade training including technical margin, options, equity and fixed income concepts while managing brokerage trading analysts and performing FINRA principal supervisory responsibilities.","duration":"Apr 2010 Oct 2012 2 years 7 months","duration_short":"2 years 7 months","end_date":"Oct 2012","start_date":"Apr 2010","subtitle":"USAA","title":"Manager, Brokerage Trading"},{"description":"Assistant Manager supporting the development and training of trading analyst executing equity, margin, options and fixed income trades.","duration":"Jun 2008 Apr 2010 1 year 11 months","duration_short":"1 year 11 months","end_date":"Apr 2010","start_date":"Jun 2008","subtitle":"USAA","title":"Senior Trading Sepcialist"},{"description":"Identified customer investment goals and objectives and facilitated their financial needs through appropriate financial products and services.","duration":"Oct 2007 Jun 2008 9 months","duration_short":"9 months","end_date":"Jun 2008","start_date":"Oct 2007","subtitle":"USAA","title":"Investment Advisor"},{"description":"Assisted customers with managing loans from the point of application through the final loan fulfillment process.","duration":"Mar 2004 Oct 2007 3 years 8 months","duration_short":"3 years 8 months","end_date":"Oct 2007","start_date":"Mar 2004","subtitle":"USAA","title":"Loan Officer"}],"url":"https://www.linkedin.com/company/usaa"}]', '["Martha Leiper “I worked with James on financial accounting and reporting for the broker dealer at USAA. He was the consummate professional. James had a strategic mindset and could quickly assess financial performance and outlook. He is a team player focused on continuous improvement.”","Luis Pequeno “Mr. James Aguilar is a proven leader, a great mentor and a brilliant individual. I had the privilege of working under his supervision for about a year. Thanks to his leadership I was able to take on, and be successful at two critical projects that led to my career advancing as well as multiple accolades for the team. His empathetic and humble leadership style always lifted my spirits, especially in times of difficult change, and always made me feel supported. I recommend James Aguilar as a leader who can drive results and promote professional growth of the employees. ”"]']
User: ['Jason Leisure', 'Experienced Analytics Manager with a demonstrated history of working in the financial services industry. Skilled in Portfolio Management, Budgeting, Analytical Skills, Risk Management, and Banking. Strong finance professional with a MBA focused in Business Administration from Penn State University.', 'Risk Analytics Manager at CNH Industrial Capital', 'CNH Industrial Capital', '[{"company":"CNH Industrial Capital","company_id":"cnhindustrialcapital","industry":"Financial Services","location":null,"positions":[{"description":"","duration":"May 2017 - Present 4 years 9 months","duration_short":"4 years 9 months","end_date":"Present","start_date":"May 2017","subtitle":"CNH Industrial Capital","title":"Risk Analytics Manager"},{"description":"","duration":"Jul 2015 Apr 2017 1 year 10 months","duration_short":"1 year 10 months","end_date":"Apr 2017","start_date":"Jul 2015","subtitle":"CNH Industrial Capital","title":"Manager, Account and Processing Services"},{"description":"","duration":"2007 Jul 2015 8 years","duration_short":"8 years","end_date":"Jul 2015","start_date":"2007","subtitle":"CNH Industrial Capital","title":"Manager, Processes and Controls"},{"description":"","duration":"2005 2007 2 years","duration_short":"2 years","end_date":"2007","start_date":"2005","subtitle":"CNH Industrial Capital","title":"Quality Assurance Manager"},{"description":"","duration":"2000 2005 5 years","duration_short":"5 years","end_date":"2005","start_date":"2000","subtitle":"CNH Industrial Capital","title":"Operations Analyst"},{"description":"","duration":"1999 2000 1 year","duration_short":"1 year","end_date":"2000","start_date":"1999","subtitle":"CNH Industrial Capital","title":"Marketing Analyst"},{"description":"","duration":"1997 1999 2 years","duration_short":"2 years","end_date":"1999","start_date":"1997","subtitle":"CNH Industrial Capital","title":"Collections Specialist"}],"url":"https://www.linkedin.com/company/cnhindustrialcapital"}]', '["Glenn Dissinger “I worked with Jason for many several years at CNH Industrial. In his position as Manager of Capital Processes and Controls and later as Accounts and Processing Jason was always on the leading edge of new technologies and was the \\"go-to\\" person for me for any type systems testing for anything related to CNH Capital, He is very thorough, a strong critical thinker, and you can count on his feedback and assessments to be 100% accurate. He knows his business and supports it exceedingly well.”","Kelly Martyn PMP “Working with Jason has been a rewarding experience. Jason is quality focused and constantly looking for process improvements and efficiencies. Jason is an excellent leader and I look forward to working with him in his new role.”"]']### Assistant: The agent's job is to manage large complex business functions, and today, the agent is reaching out to the user because they need to discuss potential collaboration opportunities between their respective companies in the financial services industry.
|
### Human: Agent: ['Marji Graf', 'Experienced Chief Executive Officer with a demonstrated history of bringing people together and getting things done! Strong business development professional skilled in Nonprofit Organizations, Event Management, Media Buying, Team Building, and Media Relations.', 'President & CEO at Rockville Chamber of Commerce', 'Rockville Chamber of Commerce', '[{"company":"Rockville Chamber of Commerce","company_id":"rockville-chamber-of-commerce","industry":"Civic and Social Organizations","location":"1 Research Court, Suite 450","positions":[{"description":"I have accepted the Position as President and CEO of the Rockville Chamber of Commerce and began 7/2/18. Happy 4th of July!! 2 days into the job and already welcomed an 18 member delegation from China to Rockville!! Hitting the ground running and loving the energy of this City!!","duration":"Jul 2018 - Present 3 years 1 month","duration_short":"3 years 1 month","end_date":"Present","start_date":"Jul 2018","subtitle":"Rockville Chamber of Commerce","title":"President & CEO"}],"url":"https://www.linkedin.com/company/rockville-chamber-of-commerce"},{"company":"Okemo Valley Regional Chamber of Commerce","company_id":"okemo-valley-regional-chamber-of-commerce","location":"Ludlow, Vermont","positions":[{"description":"I have accepted the position of Executive Director for the Okemo Valley Regional Chamber of Commerce serving the towns of Andover, Cavendish, Chester, Ludlow, Mt. Holly, Plymouth and Weston, Vermont. I can be reached at 802-228-5830 or mgraf@yourplaceinvermont.com","duration":"Jul 2008 Jun 2018 10 years","duration_short":"10 years","end_date":"Jun 2018","start_date":"Jul 2008","subtitle":"Okemo Valley Regional Chamber of Commerce","title":"CEO"}],"url":"https://www.linkedin.com/company/okemo-valley-regional-chamber-of-commerce"},{"company":"Wellness Marketing International, LLC","company_id":null,"location":"","positions":[{"description":"Wellness Marketing International, Inc. helped hotels and spas create wellness rooms for their guests. The products were also introduced to homeowners as well as businesses that wanted to create a healthy environment for their employees and families.Products included air filtration, water filtration, shower filtration, infrared saunas and hydrotherapy tubs.We also offer web conferencing and video email services to help small to mid sized companies market themselves in a global economy.","duration":"Apr 2004 Jul 2008 4 years 4 months","duration_short":"4 years 4 months","end_date":"Jul 2008","start_date":"Apr 2004","subtitle":"Wellness Marketing International, LLC","title":"President"}],"url":""},{"company":"MRB Media Services, Inc.","company_id":null,"location":"","positions":[{"description":"MRB Media Services was a media buying service specializing in the placement of radio and television advertising worldwide.","duration":"Mar 1991 2004 13 years","duration_short":"13 years","end_date":"2004","start_date":"Mar 1991","subtitle":"MRB Media Services, Inc.","title":"President"}],"url":""},{"company":"ESPN, WVIT, WTIC, WHCT","company_id":null,"location":"","positions":[{"description":"I sold television advertising for many television stations in Connecticut","duration":"Mar 1979 Mar 1991 12 years 1 month","duration_short":"12 years 1 month","end_date":"Mar 1991","start_date":"Mar 1979","subtitle":"ESPN, WVIT, WTIC, WHCT","title":"Sr. Account Executive"}],"url":""}]', '["“Marji is the best thing to happen to the Okemo Valley Chamber of Commerce! She has put us on the map. I believe every business owner should join Marji in her efforts to grow the Valley into a year round destination. Thank you Marji for your efforts.”","“Marji is a blast to work with. Dedicated, loyal and passionate for success. Highly recommend her for anything she is attempting to do. She will see it through to the end.”"]']
User: ['Beth Harris, CMP', 'Specialties: Event & Meeting planning, high-profile client management, relationship building', 'Senior Event Manager, CMP', 'IHI', '[{"company":"IHI","company_id":"ihi","industry":"Hospital & Health Care","location":null,"positions":[{"description":"","duration":"May 2017 - Present 4 years 3 months","duration_short":"4 years 3 months","end_date":"Present","start_date":"May 2017","subtitle":"IHI","title":"Senior Event Manager"},{"description":"","duration":"May 2012 May 2017 5 years 1 month","duration_short":"5 years 1 month","end_date":"May 2017","start_date":"May 2012","subtitle":"Institute for Healthcare Improvement","title":"Event Manager"},{"description":"IHI partners with healthcare providers and leaders throughout the world to guarantee safe and effective healthcare, and strive for continuous improvement in the field. Our programs are designed to enable committed individuals and organizations to innovate together, share knowledge, and collaborate on the rewarding work of improving health and health care.For more information on upcoming seminars & conferences, go to www.ihi.org/offerings","duration":"Sep 2011 May 2012 9 months","duration_short":"9 months","end_date":"May 2012","start_date":"Sep 2011","subtitle":"Institute for Healthcare Improvement","title":"Event Coordinator"}],"url":"https://www.linkedin.com/company/ihi"},{"company":"CFO Publishing","company_id":null,"location":"","positions":[{"description":"CFO Conferences produces educational and networking conferences & exhibitions for senior finance executives. Speakers include the CFOs of major corporations as well as thought leaders in management, strategy, and innovation.","duration":"Sep 2010 Sep 2011 1 year 1 month","duration_short":"1 year 1 month","end_date":"Sep 2011","start_date":"Sep 2010","subtitle":"CFO Publishing","title":"Event Specialist"}],"url":""},{"company":"Metro International","company_id":"metro-world-news","location":"","positions":[{"description":"Metro is a free daily newspaper published in more than 100 major cities across Europe, North & South America and Asia . Metro has a unique global reach — attracting a young, active, well-educated Metropolitan audience of more than 20 million daily readers.","duration":"2009 2010 1 year","duration_short":"1 year","end_date":"2010","start_date":"2009","subtitle":"Metro International","title":"Marketing & Sales Coordinator"}],"url":"https://www.linkedin.com/company/metro-world-news"},{"company":"Collective Brands, Inc.","company_id":"collective-brands-inc.","location":"","positions":[{"description":"Collective Brands Performance + Lifestyle Group is a leading provider of iconic performance and lifestyle brands, including Saucony®, Sperry Top-Sider®, Keds®, and Stride Rite®.","duration":"2008 2009 1 year","duration_short":"1 year","end_date":"2009","start_date":"2008","subtitle":"Collective Brands, Inc.","title":"Brand Marketing and Public Relations Intern: Stride Rite Children\'s Group"}],"url":"https://www.linkedin.com/company/collective-brands-inc."},{"company":"EMC","company_id":"dellemc","location":"","positions":[{"description":"","duration":"Jun 2008 Aug 2008 3 months","duration_short":"3 months","end_date":"Aug 2008","start_date":"Jun 2008","subtitle":"EMC","title":"Public Relations Intern"}],"url":"https://www.linkedin.com/company/dellemc"}]', '["“Beth is wonderful to work with at IHI. Over the years, I\'ve observed her move large events with 5000 people or more from ideation to completion without missing a detail. She\'s a leader demonstrating grace, care and effectiveness. I hope to learn from her as much as possible because her success list is the length of a dissertation. I\'m fortunate to call her colleague. ”","“I was so fortunate to be able to work with Beth during my time at IHI. She is an incredible event manager - on event feedback forms, attendees and VIPs frequently commented on Beth\'s professionalism, accessibility, and helpfulness during pre-planning and on the day of the event. She is creative and extremely detail-oriented, which contributes to her effectiveness as a manager. Personally, she is a joy to work with and brings endless energy and enthusiasm to the team. I would jump at the opportunity to work with Beth in the future.”"]']### Assistant: The agent's job is to build relationships and bring people together, and today the user is reaching out to the agent because they need assistance in planning a high-profile event for their healthcare organization.
|
### Human: Agent: ['Jacobi Mehringer', 'Artist and Art Director. Inspired by sports, chaos, and change—often in the same breath. Co-Founder of inhouse, a queer-led creative agency.', 'Creative, Art Director', 'Wieden + Kennedy', '[{"company":"Wieden + Kennedy","company_id":"wieden---kennedy","industry":"Advertising Services","location":"New York, New York, United States","positions":[{"description":"","duration":"Apr 2021 - Present 1 year 3 months","duration_short":"1 year 3 months","end_date":"Present","start_date":"Apr 2021","subtitle":"Wieden + Kennedy","title":"Creative, Art Director"}],"url":"https://www.linkedin.com/company/wieden---kennedy"},{"company":"inhouse","company_id":"inhousenyc","location":"New York, New York, United States","positions":[{"description":"","duration":"Jun 2021 - Present 1 year 1 month","duration_short":"1 year 1 month","end_date":"Present","start_date":"Jun 2021","subtitle":"inhouse","title":"Co-Founder, Creative Director"}],"url":"https://www.linkedin.com/company/inhousenyc"},{"company":"Woods + Mehringer","company_id":"woods-mehringer","location":"Greater New York City Area","positions":[{"description":"","duration":"Feb 2016 - Present 6 years 5 months","duration_short":"6 years 5 months","end_date":"Present","start_date":"Feb 2016","subtitle":"Woods + Mehringer","title":"Creative Team"}],"url":"https://www.linkedin.com/company/woods-mehringer"},{"company":"INSTIGATE, at Johannes Leonardo","company_id":"instigate-at-johannes-leonardo","location":"New York, United States","positions":[{"description":"","duration":"Sep 2019 Apr 2021 1 year 8 months","duration_short":"1 year 8 months","end_date":"Apr 2021","start_date":"Sep 2019","subtitle":"INSTIGATE, at Johannes Leonardo","title":"Co-Creative Lead"}],"url":"https://www.linkedin.com/company/instigate-at-johannes-leonardo"},{"company":"Johannes Leonardo","company_id":"johannes-leonardo","location":null,"positions":[{"description":"","duration":"Sep 2018 Apr 2021 2 years 8 months","duration_short":"2 years 8 months","end_date":"Apr 2021","start_date":"Sep 2018","subtitle":"Johannes Leonardo","title":"Art Director"},{"description":"","duration":"Feb 2017 Sep 2018 1 year 8 months","duration_short":"1 year 8 months","end_date":"Sep 2018","start_date":"Feb 2017","subtitle":"Johannes Leonardo","title":"Jr. Art Director"}],"url":"https://www.linkedin.com/company/johannes-leonardo"},{"company":"McCann Worldgroup","company_id":"mccannworldgroup","location":"New York, United States","positions":[{"description":"","duration":"Jul 2016 Feb 2017 8 months","duration_short":"8 months","end_date":"Feb 2017","start_date":"Jul 2016","subtitle":"McCann Worldgroup","title":"Jr. Art Director"}],"url":"https://www.linkedin.com/company/mccannworldgroup"},{"company":"SS+K","company_id":"ssk","location":null,"positions":[{"description":"","duration":"Aug 2016 Sep 2016 2 months","duration_short":"2 months","end_date":"Sep 2016","start_date":"Aug 2016","subtitle":"SS+K","title":"Freelance Art Director"},{"description":"","duration":"Jun 2016 Aug 2016 3 months","duration_short":"3 months","end_date":"Aug 2016","start_date":"Jun 2016","subtitle":"SS+K","title":"Art Director Intern"}],"url":"https://www.linkedin.com/company/ssk"},{"company":"Oregon Pit Crew","company_id":"oregon-pit-crew","location":null,"positions":[{"description":"","duration":"Sep 2013 Sep 2015 2 years 1 month","duration_short":"2 years 1 month","end_date":"Sep 2015","start_date":"Sep 2013","subtitle":"Oregon Pit Crew","title":"Senior Designer"},{"description":"","duration":"Oct 2012 Sep 2013 1 year","duration_short":"1 year","end_date":"Sep 2013","start_date":"Oct 2012","subtitle":"Oregon Pit Crew","title":"Designer"}],"url":"https://www.linkedin.com/company/oregon-pit-crew"}]', '["Karen Tshimanga “I had the pleasure of working with Jacob during his time at MRM-McCann. Always willing to assist and put in extra hours on projects, his ambition and determination was surely appreciated. Jacob has a true passion for artistic directions and execution on all this projects and he made sure to ask the right questions in order to deliver impeccable work. ”","doug darrigo “Jacob and his partner Tommy, albeit young in their careers, have the creative chops of teams that are much more seasoned. Need an idea? Need 10? You\'ll have them clearly articulated and beautifully designed by lunch. They work hard, asks questions and are eager to learn and help out others. It won\'t be long before they\'re adding Lions to their shelves. ”"]']
User: ['Dave Nyberg', 'Customer Relationship Builder | Customer Advocate Champion | Storyteller', 'Family Leave at Home', 'Home', '[{"company":"Home","company_id":null,"location":"San Jose, California, United States","positions":[{"description":"","duration":"Nov 2019 - Present 2 years 1 month","duration_short":"2 years 1 month","end_date":"Present","start_date":"Nov 2019","subtitle":"Home","title":"Family Leave"}],"url":""},{"company":"Gigamon","company_id":"gigamon","location":"","positions":[{"description":"","duration":"Apr 2019 Nov 2019 8 months","duration_short":"8 months","end_date":"Nov 2019","start_date":"Apr 2019","subtitle":"Gigamon","title":"Senior Manager of Customer Marketing"}],"url":"https://www.linkedin.com/company/gigamon"},{"company":"Automation Anywhere","company_id":"automation-anywhere","location":"San Jose, CA","positions":[{"description":"","duration":"Mar 2017 Apr 2019 2 years 2 months","duration_short":"2 years 2 months","end_date":"Apr 2019","start_date":"Mar 2017","subtitle":"Automation Anywhere","title":"Senior Manager of Customer Marketing"}],"url":"https://www.linkedin.com/company/automation-anywhere"},{"company":"Nimble Storage","company_id":"nimble-storage","location":"San Jose, CA","positions":[{"description":"","duration":"Jul 2015 Mar 2017 1 year 9 months","duration_short":"1 year 9 months","end_date":"Mar 2017","start_date":"Jul 2015","subtitle":"Nimble Storage","title":"Manager - Customer Evangelism"}],"url":"https://www.linkedin.com/company/nimble-storage"},{"company":"Brocade","company_id":"brocade","location":null,"positions":[{"description":"","duration":"Sep 2011 Sep 2014 3 years 1 month","duration_short":"3 years 1 month","end_date":"Sep 2014","start_date":"Sep 2011","subtitle":"Brocade","title":"Manager - Customer Reference Program"},{"description":"","duration":"Apr 2010 Sep 2011 1 year 6 months","duration_short":"1 year 6 months","end_date":"Sep 2011","start_date":"Apr 2010","subtitle":"Brocade","title":"HR Programs Manager"}],"url":"https://www.linkedin.com/company/brocade"},{"company":"GE","company_id":"ge","location":"North America","positions":[{"description":"","duration":"Jun 2002 May 2009 7 years","duration_short":"7 years","end_date":"May 2009","start_date":"Jun 2002","subtitle":"GE","title":"Segment Leader (Sales & Marketing)"}],"url":"https://www.linkedin.com/company/ge"},{"company":"BEA Systems","company_id":"bea-systems","location":"","positions":[{"description":"","duration":"Nov 1999 Feb 2002 2 years 4 months","duration_short":"2 years 4 months","end_date":"Feb 2002","start_date":"Nov 1999","subtitle":"BEA Systems","title":"Customer Marketing Manager"}],"url":"https://www.linkedin.com/company/bea-systems"},{"company":"Advanced Micro Devices","company_id":"amd","location":"","positions":[{"description":"","duration":"May 1992 Nov 1999 7 years 7 months","duration_short":"7 years 7 months","end_date":"Nov 1999","start_date":"May 1992","subtitle":"Advanced Micro Devices","title":"Customer Marketing Supervisor"}],"url":"https://www.linkedin.com/company/amd"}]', '["Saurabh Sharma “Dave is a multi-talented team player who excels at his skills for listening, selflessness, and group thinking that are integral to his role as leader in strategic customer marketing. I have had the rare privilege to learn from Dave’s belief for kindness–having collaborated with him on numerous customer success stories. In each case, Dave was essential in shaping content that shows the impact of software “bots” in real-life examples of Fortune 500 companies. Dave is always filled with ideas and is an inspiration to be collaborating with to showcase real world solutions. ”","Brenda Friederich, CFP® “Worked with Dave in the WebLogic group at BEA. His ability to listen and come up with innovative ideas to expand customer relationships are fantastic. A highlight was his act as the spokesman for WebLogic at BEA World when he had the booth literally overflowing with developers drawn to his presentation with personality, charm and wit.”"]']### Assistant: The agent's job is to facilitate collaboration between artists and clients. Today, the agent is reaching out to the user because they need to discuss a potential partnership for a storytelling project.
|
### Human: Agent: ['Angelo G. Cox, MBA', 'Experienced Director Of Facilities with a demonstrated history of working in the hospital & health care industry. Strong operations professional skilled in AutoCAD, RFP Design, Facility Management (FM), Administration, and Warehouse Operations.', 'Sr. Director of Facilities at IEHP', 'IEHP', '[{"company":"IEHP","company_id":"iehp","industry":"Hospitals and Health Care","location":null,"positions":[{"description":"","duration":"Feb 2020 - Present 2 years 1 month","duration_short":"2 years 1 month","end_date":"Present","start_date":"Feb 2020","subtitle":"IEHP","title":"Sr. Director of Facilities"},{"description":"","duration":"Sep 2013 Feb 2020 6 years 6 months","duration_short":"6 years 6 months","end_date":"Feb 2020","start_date":"Sep 2013","subtitle":"IEHP","title":"Director Of Facilities"},{"description":"","duration":"Feb 2008 Sep 2013 5 years 8 months","duration_short":"5 years 8 months","end_date":"Sep 2013","start_date":"Feb 2008","subtitle":"IEHP","title":"Facilities Manager"},{"description":"","duration":"Jan 2003 Jan 2008 5 years 1 month","duration_short":"5 years 1 month","end_date":"Jan 2008","start_date":"Jan 2003","subtitle":"IEHP","title":"Office Services Supervisor"}],"url":"https://www.linkedin.com/company/iehp"},{"company":"Axia College","company_id":"axia-college","location":"United States","positions":[{"description":"","duration":"Jul 2009 Dec 2015 6 years 6 months","duration_short":"6 years 6 months","end_date":"Dec 2015","start_date":"Jul 2009","subtitle":"Axia College","title":"Facilitator"}],"url":"https://www.linkedin.com/company/axia-college"},{"company":"Spirit\'s Halloween Superstore","company_id":"spirit-halloween","location":"Inland Empire, California","positions":[{"description":"","duration":"Aug 2003 Sep 2006 3 years 2 months","duration_short":"3 years 2 months","end_date":"Sep 2006","start_date":"Aug 2003","subtitle":"Spirit\'s Halloween Superstore","title":"Assistant Manager"}],"url":"https://www.linkedin.com/company/spirit-halloween"},{"company":"Mattel Toys","company_id":"mattel","location":"Chino, California","positions":[{"description":"","duration":"Jun 2000 Dec 2002 2 years 7 months","duration_short":"2 years 7 months","end_date":"Dec 2002","start_date":"Jun 2000","subtitle":"Mattel Toys","title":"Operations Supervisor"}],"url":"https://www.linkedin.com/company/mattel"},{"company":"National Distribution Centers","company_id":"national-distribution-centers","location":"Ontario, California","positions":[{"description":"","duration":"Apr 2000 Jun 2000 3 months","duration_short":"3 months","end_date":"Jun 2000","start_date":"Apr 2000","subtitle":"National Distribution Centers","title":"Operations Supervisor"}],"url":"https://www.linkedin.com/company/national-distribution-centers"},{"company":"Labor Connection","company_id":null,"location":"Riverside, California","positions":[{"description":"","duration":"Jan 2000 Mar 2000 3 months","duration_short":"3 months","end_date":"Mar 2000","start_date":"Jan 2000","subtitle":"Labor Connection","title":"Assistant Manager"}],"url":""},{"company":"USF Logistics","company_id":null,"location":"United States","positions":[{"description":"","duration":"Feb 1999 Dec 1999 11 months","duration_short":"11 months","end_date":"Dec 1999","start_date":"Feb 1999","subtitle":"USF Logistics","title":"Operations Supervisor"}],"url":""},{"company":"MBM Corporation","company_id":null,"location":"Riverside, California","positions":[{"description":"","duration":"Jun 1994 Dec 1998 4 years 7 months","duration_short":"4 years 7 months","end_date":"Dec 1998","start_date":"Jun 1994","subtitle":"MBM Corporation","title":"Shipping and Receiving Supervisor"}],"url":""}]', '["Michelle Gracey, MBA “I have had the pleasure of working with Angelo for many years, and as the organization has grown the need for a greater partnership between Facilities and Human Resources has developed. In the time working with Angelo on various projects, both move and business development related, he has demonstrated his dynamic leadership ability and advanced knowledge in his proven area of expertise, all while maintaining a high level of professionalism and Team Culture. Angelo is an asset in his current role and would be a great asset to any organization.”","Albert Estrada “Angelo is a great professional to work with. He is a detailed oriented manager and offers exceptional communication skills. He offers the managerial skills any company would be lucky to have.”"]']
User: ['Sam Bonsignore', 'Human Resources Professional with concentration of experience in recruiting/talent acquisition/university relations, performance management/development, employee relations/communications, mentoring programs/onboarding, conflict resolution and team building. Specialties: managing university relations, developing/managing sales development programs for recent engineering graduates and developing/implementing mentoring programs', 'Consultant at S C B Enterprises Inc.', 'S C B Enterprises Inc.', '[{"company":"S C B Enterprises Inc.","company_id":null,"location":"Cleveland, OH","positions":[{"description":"Provide human resources consulting services to clients focusing on talent acquisition & related services. Provide human resources consulting services to clients focusing on talent acquisition & related services.","duration":"Jun 2012 - Present 9 years 10 months","duration_short":"9 years 10 months","end_date":"Present","start_date":"Jun 2012","subtitle":"S C B Enterprises Inc.","title":"Consultant"}],"url":""},{"company":"Prosperity Human Resource Systems Inc.","company_id":"prosperity-human-resources-systems","location":"Mentor, OH","positions":[{"description":"Manage recruiting search process to identify,assess and refer best talent to meet client specifications. Establish and develop relationships to grow our client base. Manage recruiting search process to identify,assess and refer best talent to meet client specifications. Establish and develop relationships to grow our client base.","duration":"Jun 2011 Jul 2012 1 year 2 months","duration_short":"1 year 2 months","end_date":"Jul 2012","start_date":"Jun 2011","subtitle":"Prosperity Human Resource Systems Inc.","title":"Recruiting Director"}],"url":"https://www.linkedin.com/company/prosperity-human-resources-systems"},{"company":"RJ Evans & Associates","company_id":"rj-evans-&-associates","location":"","positions":[{"description":"Provided retained search services to Manufacturing clients throughout the U.S. focusing mostly on Sales Management, Marketing and Engineering talent. Provided retained search services to Manufacturing clients throughout the U.S. focusing mostly on Sales Management, Marketing and Engineering talent.","duration":"Sep 2010 Jun 2011 10 months","duration_short":"10 months","end_date":"Jun 2011","start_date":"Sep 2010","subtitle":"RJ Evans & Associates","title":"Consultant"}],"url":"https://www.linkedin.com/company/rj-evans-&-associates"},{"company":"Case Western Reserve University","company_id":null,"location":"","positions":[{"description":"Establish and develop relationships with employers to provide them the best opportunities to recruit the talent they seek from the university. Establish and develop relationships with employers to provide them the best opportunities to recruit the talent they seek from the university.","duration":"Nov 2009 Sep 2010 11 months","duration_short":"11 months","end_date":"Sep 2010","start_date":"Nov 2009","subtitle":"Case Western Reserve University","title":"Employer Relations Specialist"}],"url":""},{"company":"RJ Evans & Associates","company_id":"rj-evans-&-associates","location":"","positions":[{"description":"Provided retained search services to Manufacturing clients throughout the U.S. focusing mostly on Sales Management and Engineering talent. Provided retained search services to Manufacturing clients throughout the U.S. focusing mostly on Sales Management and Engineering talent.","duration":"Jul 2007 Nov 2008 1 year 5 months","duration_short":"1 year 5 months","end_date":"Nov 2008","start_date":"Jul 2007","subtitle":"RJ Evans & Associates","title":"Consultant"}],"url":"https://www.linkedin.com/company/rj-evans-&-associates"},{"company":"S C B Enterprises Inc.","company_id":null,"location":"","positions":[{"description":"Provided human resources consulting services to clients focusing on talent acquisition & related services. Provided human resources consulting services to clients focusing on talent acquisition & related services.","duration":"Mar 2005 2007 2 years","duration_short":"2 years","end_date":"2007","start_date":"Mar 2005","subtitle":"S C B Enterprises Inc.","title":"Consultant"}],"url":""},{"company":"Parker Hannifin","company_id":"parker-hannifin","location":"","positions":[{"description":"Managed Human Resources for Parker\'s Automation Group of electromechanical & pneumatic field sales engineers based throughout the U.S. Recruited entry level through senior talent, including Sales Management and provided related HR services. Provided counsel to VP Sales on all employee relations, management development and related issues to achieve profit margin/cost of sales goals. Managed Human Resources for Parker\'s Automation Group of electromechanical & pneumatic field sales engineers based throughout the U.S. Recruited entry level through senior talent, including Sales Management and provided related HR services. Provided counsel to VP Sales on all employee relations, management development and related issues to achieve profit margin/cost of sales goals.","duration":"Jun 1997 Mar 2005 7 years 10 months","duration_short":"7 years 10 months","end_date":"Mar 2005","start_date":"Jun 1997","subtitle":"Parker Hannifin","title":"Human Resources Manager"}],"url":"https://www.linkedin.com/company/parker-hannifin"},{"company":"S C B Enterprises Inc.","company_id":null,"location":"Cleveland, Ohio","positions":[{"description":"","duration":"1995 1997 2 years","duration_short":"2 years","end_date":"1997","start_date":"1995","subtitle":"S C B Enterprises Inc.","title":"Consultant"}],"url":""},{"company":"Elsag Bailey","company_id":null,"location":"","positions":[{"description":"","duration":"1993 1994 1 year","duration_short":"1 year","end_date":"1994","start_date":"1993","subtitle":"Elsag Bailey","title":"Staffing Manager"}],"url":""},{"company":"Staffing Solutions Enterprises","company_id":"staffing-solutions-enterprises","location":"Cleveland, Ohio","positions":[{"description":"","duration":"1991 1993 2 years","duration_short":"2 years","end_date":"1993","start_date":"1991","subtitle":"Staffing Solutions Enterprises","title":"Business Manager"}],"url":"https://www.linkedin.com/company/staffing-solutions-enterprises"},{"company":"Automated Packaging Systems","company_id":"sealed-air-corporation","location":"","positions":[{"description":"","duration":"1985 1991 6 years","duration_short":"6 years","end_date":"1991","start_date":"1985","subtitle":"Automated Packaging Systems","title":"Employment Manager"}],"url":"https://www.linkedin.com/company/sealed-air-corporation"}]', '["Rick Coan CPA, MBA, Crain\'s CFO of the Year “Sam, did a great job when I was at Pressco Technology. He took time to understand and size up our needs, finding great candidates. I would recommend Sam. He is a real pro with everything he does.”","Glenn Leppo “Sam did an excellent job filling a couple positions we were struggling to fill. He was very creative and attentive throughout the process. I can envision Sam becoming a regular part of our employee search process.”"]']### Assistant: The agent's job is to provide human resources consulting services, while today the user is reaching out to the agent because they need assistance with talent acquisition for their company.
|
### Human: Agent: ['Jeffrey Stevens', 'I am a digital marketing specialist with a focus on paid-search marketing channels.', 'Senior SEM Manager at Allergan', 'Allergan', '[{"company":"Allergan","company_id":"allergan","industry":"Pharmaceutical Manufacturing","location":"Boston, Massachusetts, United States","positions":[{"description":"","duration":"Apr 2021 - Present 1 year","duration_short":"1 year","end_date":"Present","start_date":"Apr 2021","subtitle":"Allergan","title":"Senior SEM Manager"}],"url":"https://www.linkedin.com/company/allergan"},{"company":"Fetch & Funnel","company_id":"fetch-&-funnel","location":"Boston, Massachusetts, United States","positions":[{"description":"","duration":"Sep 2020 Apr 2021 8 months","duration_short":"8 months","end_date":"Apr 2021","start_date":"Sep 2020","subtitle":"Fetch & Funnel","title":"Manager of Client Services"}],"url":"https://www.linkedin.com/company/fetch-&-funnel"},{"company":"WordStream","company_id":"wordstream","location":null,"positions":[{"description":"","duration":"Jan 2018 Jul 2020 2 years 7 months","duration_short":"2 years 7 months","end_date":"Jul 2020","start_date":"Jan 2018","subtitle":"WordStream","title":"Program Manager, Senior Paid Search Strategist"},{"description":"","duration":"Sep 2014 Jan 2018 3 years 5 months","duration_short":"3 years 5 months","end_date":"Jan 2018","start_date":"Sep 2014","subtitle":"WordStream","title":"Team Lead, Senior Customer Success Specialist"},{"description":"","duration":"Oct 2013 Sep 2014 1 year","duration_short":"1 year","end_date":"Sep 2014","start_date":"Oct 2013","subtitle":"WordStream","title":"Customer Success Specialist"}],"url":"https://www.linkedin.com/company/wordstream"},{"company":"Innovative Marketing Resources","company_id":"innovative-marketing-resources","location":"Waltham, MA","positions":[{"description":"","duration":"Oct 2012 Oct 2013 1 year 1 month","duration_short":"1 year 1 month","end_date":"Oct 2013","start_date":"Oct 2012","subtitle":"Innovative Marketing Resources","title":"Inbound Marketing Consultant"}],"url":"https://www.linkedin.com/company/innovative-marketing-resources"},{"company":"CFO","company_id":"cfo","location":"Boston, MA","positions":[{"description":"","duration":"Dec 2011 Oct 2012 11 months","duration_short":"11 months","end_date":"Oct 2012","start_date":"Dec 2011","subtitle":"CFO","title":"Business Development Manager"}],"url":"https://www.linkedin.com/company/cfo"},{"company":"Prospectiv","company_id":"prospectiv","location":"Wakefield, MA","positions":[{"description":"","duration":"Jun 2011 Dec 2011 7 months","duration_short":"7 months","end_date":"Dec 2011","start_date":"Jun 2011","subtitle":"Prospectiv","title":"Account Executive"}],"url":"https://www.linkedin.com/company/prospectiv"},{"company":"Prospectiv","company_id":"prospectiv","location":"","positions":[{"description":"","duration":"May 2010 Sep 2010 5 months","duration_short":"5 months","end_date":"Sep 2010","start_date":"May 2010","subtitle":"Prospectiv","title":"Save Consultant Intern"}],"url":"https://www.linkedin.com/company/prospectiv"},{"company":"Lexus of Northborough","company_id":"lexus-of-northboorugh","location":"Northborough, MA","positions":[{"description":"","duration":"May 2007 Dec 2009 2 years 8 months","duration_short":"2 years 8 months","end_date":"Dec 2009","start_date":"May 2007","subtitle":"Lexus of Northborough","title":"Marketing and Sales Intern"}],"url":"https://www.linkedin.com/company/lexus-of-northboorugh"}]', '["Terrill Herbig “Jeff\'s dedication to the success of his agency clients (and their clients) is apparent in all aspects of his work. His experience, insight and knowledge of search marketing tactics and platforms has not only set up our clients for long term success but our agency as well. Our team looks forward to our weekly meetings with Jeff because we know in 30 minutes (sometimes less) our jobs will get that much easier and our clients campaigns more efficient and successful. ”","Bob Hebeisen “Jeff is one of the most knowledgeable search professionals I\'ve encountered in my 30+ year marketing career. Also, very professional and fun to work with. ”"]']
User: ['Jessica Dorsey', 'Specialties: Project Management, Strategic Planning, Customer Experience Management, Digital Marketing, Account Management, eCommerce, Customer Relationship Management, Business Development, Team Leadership, Coaching, Mentoring, and Training', 'eCommerce Project Manager at Physicians Mutual', 'Physicians Mutual', '[{"company":"Physicians Mutual","company_id":"physicians-mutual","industry":"Insurance","location":null,"positions":[{"description":"","duration":"Oct 2021 - Present 10 months","duration_short":"10 months","end_date":"Present","start_date":"Oct 2021","subtitle":"Physicians Mutual","title":"eCommerce Project Manager"},{"description":"","duration":"Nov 2016 Oct 2021 5 years","duration_short":"5 years","end_date":"Oct 2021","start_date":"Nov 2016","subtitle":"Physicians Mutual","title":"Digital Marketing Strategist / Business Lead"}],"url":"https://www.linkedin.com/company/physicians-mutual"},{"company":"National Everything Wholesale","company_id":"national-everything-wholesale","location":"Greater Omaha Area","positions":[{"description":"","duration":"Sep 2011 Nov 2016 5 years 3 months","duration_short":"5 years 3 months","end_date":"Nov 2016","start_date":"Sep 2011","subtitle":"National Everything Wholesale","title":"Director of Customer Experience"}],"url":"https://www.linkedin.com/company/national-everything-wholesale"},{"company":"Infogroup","company_id":"infogroup","location":"Greater Omaha Area","positions":[{"description":"","duration":"Aug 2008 Sep 2011 3 years 2 months","duration_short":"3 years 2 months","end_date":"Sep 2011","start_date":"Aug 2008","subtitle":"Infogroup","title":"Email Marketing Account Manager, Yesmail Interactive"}],"url":"https://www.linkedin.com/company/infogroup"},{"company":"Culligan International","company_id":"culligan-international-company","location":"Greater Omaha Area","positions":[{"description":"","duration":"Nov 2007 Aug 2008 10 months","duration_short":"10 months","end_date":"Aug 2008","start_date":"Nov 2007","subtitle":"Culligan International","title":"Sales Coordinator"}],"url":"https://www.linkedin.com/company/culligan-international-company"},{"company":"Cintas","company_id":"cintas","location":"Greater Omaha Area","positions":[{"description":"","duration":"Sep 2006 Sep 2007 1 year 1 month","duration_short":"1 year 1 month","end_date":"Sep 2007","start_date":"Sep 2006","subtitle":"Cintas","title":"Customer Service Manager"}],"url":"https://www.linkedin.com/company/cintas"},{"company":"United States Air Force","company_id":"united-states-air-force","location":"Offutt AFB, NE - 55th SVS Squadron (Offutt AFB Community Center)","positions":[{"description":"","duration":"Aug 2001 Oct 2006 5 years 3 months","duration_short":"5 years 3 months","end_date":"Oct 2006","start_date":"Aug 2001","subtitle":"United States Air Force","title":"Customer Service Supervisor"}],"url":"https://www.linkedin.com/company/united-states-air-force"}]', '["Nick Koreck “I have nothing but exceptional things to say about Jessica. I\'ve had the pleasure of working very closely with her on key accounts over the last 2+ years. Her work ethic, thoroughness, and dedication to her clients is superb! She is extremely friendly, positive, professional, and knowledgable when interacting with both clients and colleagues regarding very technical and complicated issues. I\'d be lying if I said I didn\'t miss working with Jessica, not only for her amazing personality, but because of the quality care and value she brings to the organization and our clients. She is a valuable asset to any team, and I wish her nothing but continued success!”","Chris Vitulski “Jessica is one of the best account management professionals I have ever worked with. She not only puts her clients needs first, but she thinks about the teams she interacts with by following rules and procedures. Rarely do I have to ask Jessica for more information when she opens issue tickets for support. Jessica can always be counted on to help when needed and I would not hesitate to work with her in any setting.”"]']### Assistant: The agent's job is to provide digital marketing services, and today they are reaching out to the user because they need to discuss potential collaboration on a new eCommerce project for the user's company.
|
### Human: Agent: ['Kristopher Brownell', 'Strategic and versatile business operations leader with comprehensive experience in ongoing process, performance, and customer experience, analyzing industry trends to ensure products and services align with customer expectations. Demonstrated success in gathering and evaluating KPI data to isolate problems and inefficiencies, creating scalable solutions, and implementing positive change. Motivated self-starter known for interpersonal skills and communication that result in productive business relationships with cross-functional leaders to execute effective plans for improving operations and financial results. Areas of Expertise: • Strategic Planning • Lean Methodology • Metrics/KPIs • Budget Management • Business Process • Vendor Relations • Customer Experience • Team Leadership • Operations Management • Staff Development', 'Insurance Operations and Claims Executive passionate about transformational change, building new capabilities and solving problems.', 'The Standard', '[{"company":"The Standard","company_id":"the-standard","industry":"Financial Services","location":null,"positions":[{"description":"","duration":"May 2022 - Present 3 months","duration_short":"3 months","end_date":"Present","start_date":"May 2022","subtitle":"The Standard","title":"Director Of Business Relations"},{"description":"Led inbound global Contact Center teams, comprised of 190 remote employees, supporting absence management claims, short and long-term disability claims, and leave intake processes for Insurance and financial company providing individual disability insurance, group life, AD&D and dental insurance, retirement plan products and services, and individual annuities to 8.5M customers nationwide. Managed BPO teams in the Philippines and India. • Exceeded strategic goals, expectations, and KPIs by leading inbound contact center teams and third-party Contact Center and Administrative vendors, ensuring alignment within budget objectives. • Created partnerships with Claims, Sales, and Service teams that enhanced customer experiences and drove retention by addressing customer requests for performance guarantees or service process expectations. • Eliminated process waste while improving turnaround times and unit costs by coordinating with value stream partners to standardized process for escalated claims calls, establishing clear roles and expectations, and removing pain points from the process. • Reduced department handle-time by 23% through ongoing 1:1 coaching, performance management and applying Lean methodologies in problem solving and process improvements. • Improved service levels by 14% over prior year within first 12 months, achieving KPIs for the first time in over 5 years through goal setting, coaching, performance management, and team right sizing. • Implemented cross-training initiatives to effectively handle more than one type of call and utilize resources, creating a 10% lift in FTE capacity in the department.","duration":"Nov 2019 Apr 2022 2 years 6 months","duration_short":"2 years 6 months","end_date":"Apr 2022","start_date":"Nov 2019","subtitle":"The Standard","title":"Director, Contact Center Operations"}],"url":"https://www.linkedin.com/company/the-standard"},{"company":"The Standard","company_id":"the-standard","location":null,"positions":[{"description":"Directed and developed a team of 48 onsite and remote Claims Intake and Adjudication staff in OR and VA, while ensuring alignment with SLAs, streamlining processes, and modernizing standard operating procedures. • Prepared and managed $3M operating budget, minimizing expenditures and maximizing labor margin. • Designed and implemented work-from-home program, capturing resource flexibility and improving employee retention. • Spearheaded a paperless initiative and corresponding reporting platform, leading to significant improvements in workflow efficiency, cost-effectiveness, and environmental impact, as well as information security and compliance. • Introduced and rolled out a Lean Management System, optimizing resources, communication, and workflow alignment, achieving a 24% increase in quality management KPIs relating to external customer communication. • Reduced active claims library by 60% through strategic performance management initiatives and increased accountability. • Decreased claims adjudication median cycle-time by 72% through ongoing process modernization and coaching. • Collaborated with Sales, Risk, and Customer Service teams, driving customer acquisition, sales, and customer retention. Participated in sales presentations focused on custom process mapping, implementation and issue resolution, providing stronger sales and service results.","duration":"2016 2019 3 years","duration_short":"3 years","end_date":"2019","start_date":"2016","subtitle":"The Standard","title":"Director, Life Benefits"},{"description":"Managed and coached 2 teams, new claims intake and adjudication, with competing priorities while driving efficiency, accountability, and a culture of collaboration. • Managed and optimized claims intake processes, reducing turnaround time by 1 day while accomplishing KPIs relating to accuracy and timeliness. • Established and improved oversight processes to eliminate missed claims setups by 50% and payments caused by claims set up errors by 75%. • Mentored adjudication team to enhance performance KPIs, increasing productivity efficiency by 12% within 12 months. • Created an Employee Committee to provide career development opportunities for project leadership, morale enhancement, and innovation. Coached 4 team members into promoted positions.","duration":"2014 2016 2 years","duration_short":"2 years","end_date":"2016","start_date":"2014","subtitle":"The Standard","title":"Manager, Life Benefits"}],"url":"https://www.linkedin.com/company/the-standard"},{"company":"Farmers Insurance","company_id":"farmers-insurance","location":null,"positions":[{"description":"Developed and led a team of customer service personnel, administering coaching and performance-enhancing programs. Responsible for performance management of team including; performance review, progressive displine and terminations. Insured all established quality and performance goals were met and exceeded. Resolved escalated and unresolved customer issues. Delivered on all KPIs.","duration":"2008 2013 5 years","duration_short":"5 years","end_date":"2013","start_date":"2008","subtitle":"Farmers Insurance","title":"Service Operations Supervisor"},{"description":"Wrote curriculum and delivered classes to as many as 400 agency staff, both new and existing, internal and external. Facilitated training of new underwriters; led trainings at agencies, at district meetings, and for statewide product roll-outs. Maintained industry knowledge to provide cutting-edge content; collaborated with various business silos to maximize penetration.","duration":"2006 2008 2 years","duration_short":"2 years","end_date":"2008","start_date":"2006","subtitle":"Farmers Insurance","title":"Underwriter Trainer"},{"description":"Delivered world class customer service to each customer I had the privilege to serve. Reviewed applications to assess risk and eligibility; analyzed corporate guidelines before implementing policy changes. Determined endorsement use in keeping with limitations and criteria.","duration":"2005 2006 1 year","duration_short":"1 year","end_date":"2006","start_date":"2005","subtitle":"Farmers Insurance","title":"Personal Lines Underwriter"},{"description":"Cultivated leads to create sales. Managed book of business to retain and grow client base.","duration":"2004 2005 1 year","duration_short":"1 year","end_date":"2005","start_date":"2004","subtitle":"Farmers Insurance Agent","title":"Insurance Agent"}],"url":"https://www.linkedin.com/company/farmers-insurance"},{"company":"Phillips and Company Wealth Strategies","company_id":"phillipsandcompany","location":"Portland, Oregon Area","positions":[{"description":"Cultivated leads to create sales. Cultivated leads to create sales.","duration":"2003 2004 1 year","duration_short":"1 year","end_date":"2004","start_date":"2003","subtitle":"Phillips and Company Wealth Strategies","title":"Junior Stockbroker"}],"url":"https://www.linkedin.com/company/phillipsandcompany"}]', '["Christine Woolsey “Kris was my manager when I transitioned to the insurance industry. Kris was always supportive and helped me navigate my new role in claims as well as where I saw my career going. The guidance and advice he provided helped me take a big leap in my career. He helped me see my potential beyond my current job which I believe is important in a leader. After leaving the department for another position, I was able to work with Kris in other capacities and felt he was always willing to listen and collaborate to solve problems. ”","Stephen K. “Kris\' savvy mindset makes him a nice addition at any level. Kris worked with me as a peer supervisor and also in adding and managing a pilot for our work at home teams. Moving from an office building to a house for our employees meant they need a dedicated and passionate leader to be there for customer escalations, process change, and career/people development. Kris has a keen knack for connecting with those that work virtually. He\'s available to each of them and advocates for their positions and their development.”"]']
User: ['Bill Perrier, CCCP', 'Specialties: Client focused insurance agent whose main goal is to make certain businesses are insured properly. Looking to work with businesses who value an agent that asks tough questions when they are needed and who understand that getting the lowest price means you probably have missed coverage you need and aren’t working with the best insurance carrier to properly protect your business. Consultative Sales | Risk Assessment| Insurance | Risk Management |', 'Cannabis Insurance Specialist', 'Charles River Insurance Brokerage Inc', '[{"company":"Charles River Insurance Brokerage Inc","company_id":"charles-river-insurance-brokerage-inc","industry":"Insurance","location":"Framingham, Massachusetts","positions":[{"description":"Providing customized client focused insurance solutions to businesses that understand it’s important to be properly covered. Providing customized client focused insurance solutions to businesses that understand it’s important to be properly covered.","duration":"Aug 2019 - Present 2 years 7 months","duration_short":"2 years 7 months","end_date":"Present","start_date":"Aug 2019","subtitle":"Charles River Insurance Brokerage Inc","title":"Producer"}],"url":"https://www.linkedin.com/company/charles-river-insurance-brokerage-inc"},{"company":"Boynton Insurance Agency","company_id":"boynton-insurance-agency","location":"Needham, MA","positions":[{"description":"Providing my clients professional insurance services focusing on commercial and personal lines with an extra focus on cyber liability insurance. Emphasis on protecting clients from the effects of data breaches which is a rapidly growing need for many small and mid-sized businesses.Developing a client base using a referral and marketing strategy as well as home office support. Marketing products and services. Making presentations to individuals and groups. Use a consultative selling approach to conduct in-depth analysis to determine customer needs. Design and implement client focused customized coverage plans.","duration":"Nov 2016 Jul 2019 2 years 9 months","duration_short":"2 years 9 months","end_date":"Jul 2019","start_date":"Nov 2016","subtitle":"Boynton Insurance Agency","title":"Sales Executive"}],"url":"https://www.linkedin.com/company/boynton-insurance-agency"},{"company":"Cogent Communications","company_id":"cogent-communications","location":"Greater Boston Area","positions":[{"description":"Cogent is a multinational Tier 1 Internet Service Provider consistently ranked as one of the top five networks in the world. Our primary service offering consists of Internet access and data transport, offered over our award-winning fiber optic, IP data-only network, along with colocation in any of our 49 Internet data centers. We service two customer segments \\"Corporate\\" (small businesses to Fortune 100 Companies} and \\"NetCentric\\" (Carriers, Service Providers and Application, Content Providers, whose businesses rely primarily on Internet access.}","duration":"Jan 2015 Oct 2016 1 year 10 months","duration_short":"1 year 10 months","end_date":"Oct 2016","start_date":"Jan 2015","subtitle":"Cogent Communications","title":"National Account Manager"}],"url":"https://www.linkedin.com/company/cogent-communications"},{"company":"Comtel Group","company_id":"comtel-group","location":"","positions":[{"description":"Provide non-fee based telecommunications consulting to businesses.Oldest and most experienced firm in New England representing over 20 best in class carriers. Provide non-fee based telecommunications consulting to businesses.Oldest and most experienced firm in New England representing over 20 best in class carriers.","duration":"Jan 2007 Dec 2014 8 years","duration_short":"8 years","end_date":"Dec 2014","start_date":"Jan 2007","subtitle":"Comtel Group","title":"Senior Communications Consultant"}],"url":"https://www.linkedin.com/company/comtel-group"},{"company":"One Communications","company_id":"one-communications","location":"","positions":[{"description":"","duration":"2004 2006 2 years","duration_short":"2 years","end_date":"2006","start_date":"2004","subtitle":"One Communications","title":"Account Executive"}],"url":"https://www.linkedin.com/company/one-communications"},{"company":"Lightship Telecom","company_id":"lightship-telecom","location":"","positions":[{"description":"","duration":"2004 2005 1 year","duration_short":"1 year","end_date":"2005","start_date":"2004","subtitle":"Lightship Telecom","title":"Account Executive"}],"url":"https://www.linkedin.com/company/lightship-telecom"}]', '["Michael Spengler “Bill was an invaluable resource to our organization as we planned our insurance needs in the highly regulated cannabis industry. He is a great communicator and very timely in his responses. His overview of the insurance offerings allowed us to make clear decisions for the needs of our business while also having peace of mind as it relates to compliance and risk mitigation. I would strongly recommend Bill to any operator trying to navigate the complex insurance needs of our industry.”","Yan Alperin “There is no one I work with, in any capacity, that rivals Bill\'s responsiveness and commitment to our relationship ”"]']### Assistant: The agent's job is to provide customized client-focused insurance solutions to businesses, and today the user is reaching out to the agent because they need assistance in assessing their risk management and obtaining proper insurance coverage for their cannabis business.
|
### Human: Agent: ['Cody Emery', 'Cody Emery specializes in the Listing and Selling of Residential Real Estate in Utah, and have wide-ranging experience in other areas of Real Estate including owning, managing, and assisting clients with the purchase and maintenance of investment properties. With more than 8 years of experience, Cody has established thorough knowledge of the local market and has gained the trust and respect of the people he’s served. Backed by a powerful team of professionals Cody provides exceptional client service for each and every transaction. Cody’s ranked among the top 2% of agents at the highest ranked Century 21 office, Century 21 Everest Realty Group. In such a competitive business, Cody’s approach of honest, hard work has paved the way for continuous years of success.', 'Real Estate Agent at Century 21 Everest Realty Group', 'Century 21 Everest Realty Group', '[{"company":"Century 21 Everest Realty Group","company_id":"everest-realty-group-utah-","industry":"Real Estate","location":"6925 S Union Park Center, Suite 100, Midvale, UT 84047","positions":[{"description":"","duration":"Jan 2013 - Present 9 years 7 months","duration_short":"9 years 7 months","end_date":"Present","start_date":"Jan 2013","subtitle":"Century 21 Everest Realty Group","title":"Real Estate Agent"}],"url":"https://www.linkedin.com/company/everest-realty-group-utah-"},{"company":"Prudential Utah Real Estate","company_id":"prudential-utah-real-estate","location":"","positions":[{"description":"","duration":"Nov 2010 Dec 2012 2 years 2 months","duration_short":"2 years 2 months","end_date":"Dec 2012","start_date":"Nov 2010","subtitle":"Prudential Utah Real Estate","title":"Real Estate Agent"}],"url":"https://www.linkedin.com/company/prudential-utah-real-estate"}]', '["Joshua R. C. “Cody helped my wife and I find the perfect house. We were very picky, but he was very patient and helped us look at a lot of houses. I have no doubt that without Cody\'s help and expertise, we would have not found the house that fits us so well.”","John Ciet “The single-most important characteristics of any professional are integrity, skill, and work ethic. Cody has all three. Anyone looking for real estate services would do well to talk with Cody. He is a consummate professional!”"]']
User: ['Chris Wimmer', 'Grandpa to two little ones', 'Consultant for Physical Safety and Emergency Management to Genentech at PRO Unlimited', 'Grandpa Works', '[{"company":"Grandpa Works","company_id":null,"location":"Home","positions":[{"description":"","duration":"Sep 2020 - Present 11 months","duration_short":"11 months","end_date":"Present","start_date":"Sep 2020","subtitle":"Grandpa Works","title":"Retired - Grandpa to Lucy and Mark"}],"url":""},{"company":"PRO Unlimited","company_id":"pro-unlimited","location":"South San Franccisco","positions":[{"description":"","duration":"Sep 2020 - Present 11 months","duration_short":"11 months","end_date":"Present","start_date":"Sep 2020","subtitle":"PRO Unlimited","title":"Pro-Unlimited consultant for Physical Safety and Emergency Management to Genentech"}],"url":"https://www.linkedin.com/company/pro-unlimited"},{"company":"Self","company_id":"cranesvarsity","location":"California, United States","positions":[{"description":"","duration":"Jul 2020 Aug 2020 2 months","duration_short":"2 months","end_date":"Aug 2020","start_date":"Jul 2020","subtitle":"Self","title":"Semi Retired"}],"url":"https://www.linkedin.com/company/cranesvarsity"},{"company":"Genentech","company_id":"genentech","location":null,"positions":[{"description":"","duration":"2018 Jul 2020 2 years","duration_short":"2 years","end_date":"Jul 2020","start_date":"2018","subtitle":"Genentech","title":"Principal, Facility Recovery and Safety"},{"description":"","duration":"2004 Jul 2020 16 years","duration_short":"16 years","end_date":"Jul 2020","start_date":"2004","subtitle":"Genentech","title":"Facility Recovery and Safety Manager"},{"description":"","duration":"2003 Jul 2020 17 years","duration_short":"17 years","end_date":"Jul 2020","start_date":"2003","subtitle":"Genentech","title":"Facilities Recovery and Safety Manager"}],"url":"https://www.linkedin.com/company/genentech"},{"company":"Chevron","company_id":"chevron","location":"","positions":[{"description":"Emergency Supervisor for Chevron specializing in Office Facility Emergency Managment and Logistics in Oil Spill Response.","duration":"Sep 1972 Mar 2003 30 years 7 months","duration_short":"30 years 7 months","end_date":"Mar 2003","start_date":"Sep 1972","subtitle":"Chevron","title":"Emergency Preparedness Supervisor"}],"url":"https://www.linkedin.com/company/chevron"}]', '["“Chris is an experienced disaster professional with a fabulous knowledge of Preparedness, Response and Recovery. He has an in-depth understanding of facilities issues as well as a good grounding in the needs of the business units that they support. He is a team builder and collaborator who can bring together many different people, views and objectives to a common goal. He is a wonderful leader and is constantly re-evaluating current processes to see if they are still providing the proper value or if there is a better way to get to the same goal. I\'ve learned a lot of valuable management skills from working for Chris and try to create the same sort of team environment now that I had working for him. I continue to network with him and bounce ideas around on weighty projects. All around he is definitely one of the \\"go to guys\\" in this industry!”","“Chris is a dedicated, intelligent, and resourceful manager that knows how to get the point across to large groups, committees or individual contributors. He\'s serious about his field of safety and recovery but also knows how to have fun and make a topic attractive to all. He\'s an overall GREAT guy!”"]']### Assistant: The agent's job is to provide exceptional client service for each and every transaction in residential real estate, and today, the agent is reaching out to the user because they need to discuss potential investment properties in Utah.
|
### Human: Agent: ['Irina Asnis', 'Results-oriented professional with over 10 years of experience in the research, design, development, and maintenance of on-line and batch systems in a Client/Server environment, recently specializing in business intelligence and corporate performance management.Specialties: Sales, Marketing, Supply Chain, Finance and Human Resources.', 'Senior Software Engineer at HERE Technologies', 'Blue Cross Blue Shield of Texas', '[{"company":"Blue Cross Blue Shield of Texas","company_id":"blue-cross-blue-shield-of-texas","location":"","positions":[{"description":"","duration":"Oct 2021 - Present 2 months","duration_short":"2 months","end_date":"Present","start_date":"Oct 2021","subtitle":"Blue Cross Blue Shield of Texas","title":"Sr Analytics and Reporting Analyst"}],"url":"https://www.linkedin.com/company/blue-cross-blue-shield-of-texas"},{"company":"HERE Technologies","company_id":"here","location":null,"positions":[{"description":"","duration":"Apr 2013 Jun 2021 8 years 3 months","duration_short":"8 years 3 months","end_date":"Jun 2021","start_date":"Apr 2013","subtitle":"HERE Technologies","title":"Senior Software Engineer"},{"description":"","duration":"Feb 2012 Mar 2013 1 year 2 months","duration_short":"1 year 2 months","end_date":"Mar 2013","start_date":"Feb 2012","subtitle":"HERE","title":"Sr. Engineer/Report Analyst"}],"url":"https://www.linkedin.com/company/here"},{"company":"Baxter Healthcare","company_id":"baxter-healthcare","location":"VH","positions":[{"description":"Created custom training materials for Cognos 8.4 (Report Studio) Created custom training materials for Cognos 8.4 (Report Studio)","duration":"Nov 2011 Dec 2011 2 months","duration_short":"2 months","end_date":"Dec 2011","start_date":"Nov 2011","subtitle":"Baxter Healthcare","title":"Technical writer"}],"url":"https://www.linkedin.com/company/baxter-healthcare"},{"company":"Silveredge Consulting","company_id":"silveredge-consulting","location":"Westchester, IL","positions":[{"description":"","duration":"Jul 2011 Oct 2011 4 months","duration_short":"4 months","end_date":"Oct 2011","start_date":"Jul 2011","subtitle":"Silveredge Consulting","title":"Staff Consultant"}],"url":"https://www.linkedin.com/company/silveredge-consulting"},{"company":"IR Business Solutions","company_id":null,"location":"","positions":[{"description":"Developed and modified interactive dashboard solutions with drill-down and drill-through capabilities using Report Studio to support business management team.Designed and developed star-schema data model using Framework Manager that supports tactical and strategic reporting needs. Developed multi-dimensional cubes using Transformer. Developed and modified interactive dashboard solutions with drill-down and drill-through capabilities using Report Studio to support business management team.Designed and developed star-schema data model using Framework Manager that supports tactical and strategic reporting needs. Developed multi-dimensional cubes using Transformer.","duration":"Jan 2009 Sep 2011 2 years 9 months","duration_short":"2 years 9 months","end_date":"Sep 2011","start_date":"Jan 2009","subtitle":"IR Business Solutions","title":"Business Intelligence (Cognos BI) Consultant"}],"url":""},{"company":"Collections Etc.","company_id":"winston-brands-inc.","location":"","positions":[{"description":"Made extensive changes to Phone/Mail/Web Order Entry system for Membership Reward Club project to generate more sales.Enhanced tax calculations for legal compliance purposes to account for product based taxation laws.Enhanced Order fulfillment process for ORM-D products to satisfy legal requirements for storage and shipment of regulated materials.Created Stored Procedures for sending large amounts of data to the 3rd party Marketing data warehouse.Automated Marketing data uploads from Excel spreadsheet to DB2 database, providing validation and error handling.Participated in user acceptance testing, interacting with users daily.Documented project modifications, including building flowcharts, as part of technical design process.","duration":"Jan 2009 Mar 2010 1 year 3 months","duration_short":"1 year 3 months","end_date":"Mar 2010","start_date":"Jan 2009","subtitle":"Collections Etc.","title":"Software developer consultant"}],"url":"https://www.linkedin.com/company/winston-brands-inc."},{"company":"Infor","company_id":"infor","location":null,"positions":[{"description":"As a Senior Software Engineer, performed root cause analysis, design, coding, debugging, and unit testing of business modification requests and enhancements to the Financial, Inventory Control, and Supply Chain applications. Main responsibility included but not limited to maintenance and enhancements to the core transaction programs (\'engines\') of ERP LX software.Designed the architecture of CEA Account Inquiry and developed it in IDF using Star-schema data model. Made customizations to the Java-generated code to keep IDF Account Inquiry functionality compatible with AS/400 programs. Created data model relationships diagram for CEA Inquiries using MS Office Visio.Created SQL views and UDF\'s to support Star-schema data model.Mapped ERP LX Financial applications into Cognos data warehouse.Worked with Web Services to add export to Excel functionality to Account Inquiry.Converted requirements definition reports into Conceptual and Technical design documents.Wrote high-level estimates for various projects.Coded and unit tested enhancements to the product for multi-language single database, which helped to sell the software around the world, specifically in China and Japan.Worked on performance tune-up of Financial applications.Solved multiple Customer\'s issues using Webex.Created PowerPoint presentations for new corporate personnel.Mentored team members.","duration":"Jul 1995 Oct 2008 13 years 4 months","duration_short":"13 years 4 months","end_date":"Oct 2008","start_date":"Jul 1995","subtitle":"Infor","title":"Senior Software engineer"},{"description":"","duration":"Jul 1995 Jul 2006 11 years 1 month","duration_short":"11 years 1 month","end_date":"Jul 2006","start_date":"Jul 1995","subtitle":"SSA Global","title":"Senior Software engineer"}],"url":"https://www.linkedin.com/company/infor"},{"company":"System Software Associates","company_id":"system-software-associates","location":"","positions":[{"description":"","duration":"1995 1997 2 years","duration_short":"2 years","end_date":"1997","start_date":"1995","subtitle":"System Software Associates","title":"Software engineer"}],"url":"https://www.linkedin.com/company/system-software-associates"}]', '["Rainu Pierce PMP, ACP “It has been a pleasure to work with Irina this past year. As the lead engineer for analytics and reporting, Irina has played a key role in creating information radiators using Tableau for our programs at HERE. Her database skills are exceptional. She is passionate about the customer whether it is the OEM customer or the leadership team or the user on the production floor. Last year, my program\'s goal was to identify and minimize gaps in our content which is a highly complex system. With Irina\'s metrication efforts, we were able to quantify the impact across use cases. This helped us to prioritize engineering and production work in the highest impact areas as well as in low hanging fruit. We also used her reports to have unified metrics across the organization resulting in increased focus and productivity for our production teams. This helped us achieve our year end goals. Irina is a great database engineer but she is also a great human being and a friend. She takes the time to explain to me the behavior of the system processes and data when I have a question or when I tell her something is not right. She welcomes feedback and knows that we win together as a team. One of the reasons I enjoy working at HERE :)”","Gene Kalmens “During our work together at Here Technologies, Irina was the go to person for all things related to reporting and analytics. Her reports were crucial for business leaders and product managers to track progress and productivity - a lot of pressure and visibility that she handled with invariable calm and patience. An experienced data engineer herself, Irina had to work closely with software developers and guide them so the data requirements be fulfilled, doing data modeling, interfacing with various data sources, and working on report performance. Her experience and professionalism combined with heartfelt care about the people make Irina a highly desired member of any team. ”"]']
User: ['Kathy Lawler', 'Experienced Credit Risk Professional with a demonstrated history of working in the financial services industry. Skilled in Risk Management, Financial Services, Financial Analysis, Finance, and Investment Properties.', "Director, Commercial Portfolio Management at Georgia's Own Credit Union", "Georgia's Own Credit Union", '[{"company":"Georgia\'s Own Credit Union","company_id":"georgiasown","industry":"Financial Services","location":null,"positions":[{"description":"","duration":"Mar 2021 - Present 9 months","duration_short":"9 months","end_date":"Present","start_date":"Mar 2021","subtitle":"Georgia\'s Own Credit Union","title":"Director, Commercial Portfolio Management"},{"description":"","duration":"Jul 2019 Mar 2021 1 year 9 months","duration_short":"1 year 9 months","end_date":"Mar 2021","start_date":"Jul 2019","subtitle":"Georgia\'s Own Credit Union","title":"Senior Commercial Credit Underwriter"}],"url":"https://www.linkedin.com/company/georgiasown"},{"company":"Killarney Capital, LLC","company_id":null,"location":"Greater Atlanta Area","positions":[{"description":"Killarney Capital, LLC provides commercial real estate advisory services to institutions and real estate companies. These services include debt/equity underwriting and portfolio management for multiple property types, including retail, multifamily, hotel and industrial across the United States. Expertise includes loan closings, managing existing property portfolios, annual reviews, quarterly asset reports, site inspections, lease reviews, bank audits, risk assessment, data integration with document review of acquired loans.","duration":"Dec 2017 Jul 2019 1 year 8 months","duration_short":"1 year 8 months","end_date":"Jul 2019","start_date":"Dec 2017","subtitle":"Killarney Capital, LLC","title":"Principal, Commercial Real Estate Advisory Services"}],"url":""},{"company":"SunTrust","company_id":"suntrust-bank","location":"Greater Atlanta Area","positions":[{"description":"Portfolio Manager, Centralized Commercial Real Estate 2016-2017Selected to be initial Portfolio Manager in the SunTrust Pilot Program, CCRE, underwriting CRE debt of $5 million and under for the Greater Washington/Maryland and Carolina regions. o Performed over $130 million in credit consults collaborating with multiple lines of business across the SunTrust footprint. o Participated in Lunch & Learn presentations to Relationship Managers. Attended Carolinas’ Sales and Leadership meetings to promote program.o Scheduled and Co-Lead Business Development meetings to discuss pilot program with CRE teams in Mid-Atlantic and Charlotte, NC, Commercial and Business Banking teams in Baltimore, MD, Charleston, SC, Raleigh/Durham, NC and Greensboro, NC. o Met with Centers of Influence in the Carolinas\' to establish relationships and develop the program. o Consistent participation in establishing workable processes and thinking outside the box on how to move the pilot program forward.o Managed CRE small loan portfolio.o Lead cash flow model training for new Portfolio Managers in the Centralized Lending Unit.o Completed eight- week RMA Commercial Credit for Lenders course, RMA Analyzing Business Tax Returns, RMA Analyzing Personal Financial Statements and Tax Returns. o Completed Commercial Lending annual reviews. Assisted with SBA new money requests.Relationship Manager, CRE Portfolio Management Group 2015-2016Recruited by former co-worker at RR Donnelley to join team. Performed traditional management of $180MM diverse portfolio of higher risk profile loans across the footprint in the PMG.o Successfully completed over $75 million in renewals on complex credits which generated fees.o Built relationships with multiple site visits and in-person meetings.o Referred client to Treasury and Payment Services for lockbox services which were established.o Prepared and presented criticized asset reports.o Managed several loans to pay off.","duration":"May 2015 Nov 2017 2 years 7 months","duration_short":"2 years 7 months","end_date":"Nov 2017","start_date":"May 2015","subtitle":"SunTrust","title":"Vice President, Portfolio Manager"}],"url":"https://www.linkedin.com/company/suntrust-bank"},{"company":"Killarney Capital, LLC","company_id":null,"location":"Greater Atlanta Area","positions":[{"description":"Established my own company to provide commercial real estate consulting services. Assignments included underwriting and closing CMBS loans for multiple lending institutions, re-underwriting securitization pools for valuation, onsite due diligence for private equity investment.o Closed individual and portfolio loans for Bank of America, Rialto, Guggenheim Partners, Pillar Financial, Cantor Fitzgerald, and LoanCore Capital.o Performed “B piece” underwriting for Hyperion Brookfield $1 billion CMBS purchase.o Prepared asset summary reports and quarterly asset reviews for multiple lenders.o Performed site inspections and multiple lease abstract projects.o Trained analysts and performed quality control on reviews for large scale AIG projects.","duration":"Apr 2007 Apr 2015 8 years 1 month","duration_short":"8 years 1 month","end_date":"Apr 2015","start_date":"Apr 2007","subtitle":"Killarney Capital, LLC","title":"Principal, Commercial Real Estate Advisory Services"}],"url":""},{"company":"RR Donnelley","company_id":"rr-donnelley","location":"Greater Atlanta Area","positions":[{"description":"Recruited to join the underwriting team by former chief underwriting officer and manager with JP Morgan.o Underwrote and closed over $100 million in CMBS transactions for Bank of America.o Requested to work with SunTrust Robinson Humphrey RM exclusively sizing CBMS transactions and assisting in closing process for over $75MM in CMBS transactions. Recruited to join the underwriting team by former chief underwriting officer and manager with JP Morgan.o Underwrote and closed over $100 million in CMBS transactions for Bank of America.o Requested to work with SunTrust Robinson Humphrey RM exclusively sizing CBMS transactions and assisting in closing process for over $75MM in CMBS transactions.","duration":"Feb 2006 Mar 2007 1 year 2 months","duration_short":"1 year 2 months","end_date":"Mar 2007","start_date":"Feb 2006","subtitle":"RR Donnelley","title":"Assistant Vice President, Underwriter"}],"url":"https://www.linkedin.com/company/rr-donnelley"}]', '["Julie Melander, CRE, MBA “I hired Kathy to help me run my consulting and asset management business, Brentwood Capital Advisors. She was my \\"right-hand,\\" doing whatever needed done from detailed real estate development and credit analysis to assembling presentation books for the client, a major Wall Street investment bank. Kathy always had a positive attitude and was a pleasure to work with . She has great attention to detail.m She is very knowledgeable about commercial real estate risk and underwriting and is adept at structuring debt to protect against the risks. ”","Connie Thielbar “Kathy was a great asset and focused professional. We worked together at Carter , the largest real estate firm in 1985-1987. Kathy was very driven and awesome individual. ”"]']### Assistant: The agent's job is to analyze and manage commercial portfolios, and today the agent is reaching out to the user because they need to discuss potential investment opportunities in the financial services industry.
|
### Human: Agent: ['Saurabh Kundu', '•Skilled professional with 8+ experience in Identity and Access Management. Proficient in all phases of the Project life cycle, from initial feasibility analysis and conceptual design through implementation and enhancements within most of the products of IAM. Extensive knowledge in requirement gathering till maintenance of Oracle IAM tool(OIM, OAM, OID, OAAM, OPAM). •SSO implementation using the Oracle Access Manager, Mobile & Social, Novell Access Manager, ADFS, ForgeRock OpenAM, PingFederate Oracle Identity Cloud Service and Okta. •E2E application integration for SSO enablement using Oracle WebGate and SAML 2.0,ForgeRock Agents – Web Agent, J2EE, IIS and SAML 2.0. OTP Based solution deployment/Integration with Oracle Adaptive Access Management, Adaptive Risk using ForgeRock tool. •ADFS installation and configuration. Integrating ADFS with Office 365,SharePoint 2010,SalesForce.com •Convert office 365 to federated authentication. •Proficient in ForgeRock OpenAM, OpenIDM, OpenDJ, OpenIG, CTS, OIAM components Installation and Configuration in standalone and clustered environment. LDAP Synce post installation and configuration. •Social Authentication – Facebook, LinkedIn, Google using ForgeRock OpenAM – OAuth2.0 Implementation. •Exposure on OpenAM and OpenIDM REST APIs. •Hands on experience of Endpoint Encryption of Desktops & Laptops. Migration of Antivirus. •Installation and configuration of Gemalto in HA mode, configuring Gemalto IDConfirm Server for OTP.AD integration with Gemalto, setting up tenants in Gemalto server. •AD integration and user onboarding to Gemalto Server. •Provisioning hardware token, mobile based token and soft token to users. •Configuring mobile token registration for end user to register for mobile based token. Lost token configuration and recovery. •IDCS integration with AD, ADFS for windows authentication, SAAS applications, Taleo Smart and Taleo Career Section applications for SSO.', 'Solution Architect', 'Kapstone LLC', '[{"company":"Kapstone LLC","company_id":"kapstone-llc","industry":"IT Services and IT Consulting","location":"New Jersey, United States","positions":[{"description":"","duration":"2019 - Present 3 years","duration_short":"3 years","end_date":"Present","start_date":"2019","subtitle":"Kapstone LLC","title":"Solutions Architect"}],"url":"https://www.linkedin.com/company/kapstone-llc"},{"company":"Oracle","company_id":"oracle","location":"Bengaluru Area, India","positions":[{"description":"● Integrated OIM-OAM-OAAM(11.1.2.3)● Configured Multi factor authentication (Both EMAIL and SMS OTP) using OAAM.● Integrated EBS, WCC,Webgate based applications,SAML based applications and Finacle products with OAM/OAAM.● Configured AD OIM Password Sync connector.● IDCS integration with Active Directory – AD Bridge.● IDCS integration with ADFS for windows authentication.● IDCS integration with Fusion applications – SAAS applications, Taleo Smart and Taleo Career Section applications for SSO.● IDCS integration with Fusion applications for provisioning.● Implementation of MFA for all integrated applications.","duration":"2017 2019 2 years","duration_short":"2 years","end_date":"2019","start_date":"2017","subtitle":"Oracle","title":"Senior Consultant"}],"url":"https://www.linkedin.com/company/oracle"},{"company":"Happiest Minds Technologies","company_id":"happiest-minds-technologies","location":"Bengaluru Area, India","positions":[{"description":"• Leading the Oracle Access Manager module for the project• Leading all client discussion on SSO enablement of applications• Completed SSO implementation (SAML and Web based) of around 20 applications • Optimizing the integration timeline for SAML 2.0 and Oracle Webgate based SSO enablement• Installation and Configuration of different Oracle components –OAM, OIM, OAAM, OHS, OID, OUD in HA mode.• Troubleshooting the OID issues and helping customer in with PKI related issues.• Implemented OTP based solution and Adaptive Risk for few client applications.• Worked on OAuth2.0 Implementation scenarios.• Social Authentication – Facebook, LinkedIn and Google.• Installation and Configuration of different ForgeRock components – OpenAM, OpenIDM, OpenDJ, OpenIG, CTS in HA mode.• The authentication was configured using Kerberos mechanism and Single Sign On was implemented using Form Fill and Identity Injection. • Successfully migrated endpoints from Symantec Endpoint Protection Anti Virus to McAfee Virus Scan Enterprise Anti Virus.• Deployed McAfee agents to all the desktops and laptops and was able to centrally manage from ePO 4.6. • Migrated relevant AV policies and Access control rules from Symantec Endpoint Protection Manager Console on to the McAfee VSE Anti Virus console.","duration":"2013 2017 4 years","duration_short":"4 years","end_date":"2017","start_date":"2013","subtitle":"Happiest Minds Technologies","title":"Senior Engineer"}],"url":"https://www.linkedin.com/company/happiest-minds-technologies"}]', '["Sanjivani Patil “The quickest solution to all the access manager/SSO/certification related issues, easily approachable and favourite point of contact for all the other application teams in Reliance Jio I have seen is “Saurabh”. Though he was consultant just like me, the client “RIL” appreciated him a lot and he deserved it. Keep up the good work and good luck for your future.”","Raghu Honawad “Saurabh is fantastic human being.. He eats, drinks, & sleeps his work. I have worked with Saurabh as a competitor, & in same company as well (Oracle). But, his behavior remained same. The best part I liked in him his nature of owning the work/problems COMPLETELY & he ensures that he gets the work delivered successfully in time. He is never of kind who says I have done what I have to do but things are not working. He calls/emails all required people & ensure project goes live successful. He has great leadership quality & am sure he will achieve things much faster 5-8 years ahead of his age/experience. He will be great asset to any company & will be a fantabulous friend & superb team player.”"]']
User: ['Jody Shafer, CISSP', 'Identity & Access Management leader with a background in Big Four, healthcare, and technology companies. Experience owning key technologies such as Identity Governance & Administration, Directory Services, Single Sign-On, Multi-Factor Authentication, Privileged Account Security, and Public Key Infrastructure services, I’m also well versed with compliance, developing people, budgeting, vendor selection, and vendor management.', 'Identity & Access Management leader with experience owning IGA, DS, SSO, MFA, PAS, & PKI', 'Akamai Technologies', '[{"company":"Akamai Technologies","company_id":"akamai-technologies","industry":"Technology, Information and Internet","location":null,"positions":[{"description":"","duration":"Jul 2018 - Present 4 years 1 month","duration_short":"4 years 1 month","end_date":"Present","start_date":"Jul 2018","subtitle":"Akamai Technologies","title":"Manager, Systems Engineering"},{"description":"","duration":"Feb 2016 Jul 2018 2 years 6 months","duration_short":"2 years 6 months","end_date":"Jul 2018","start_date":"Feb 2016","subtitle":"Akamai Technologies","title":"Senior Lead Systems Engineer, Identity and Access Management"}],"url":"https://www.linkedin.com/company/akamai-technologies"},{"company":"UCSF Medical Center","company_id":"ucsfhealth","location":"San Francisco Bay Area","positions":[{"description":"Primary resource for project to migrate the automated provisioning system from Windows Server 2003. Created project plan with inputs from the vendor, server build team, database team, and networking team. Coordinated with the vendor and server build team to ensure new sever specifications were optimal. Installed provisioning system software on new servers. Migrated custom code to the new environment. Created and executed test plan and test cases. Represent the change at the Change Advisory Board (CAB) meeting. Created communication to users and spearheaded cutover to new environment.Responsible for day-to-day technical operations of the automated provisioning system. Trouble shoot break-fixes and make minor modifications in Java Bean Shell code, .Net code, and XML documents, test those changes in a lab environment then represent the changes at the CAB meeting prior to migrating to productionLed multiple projects to add new functionality and enhance existing functionality of the automated provisioning system and the web-based custom front-end. Analyzed functionality of systems and determined enhancements to streamline workflows and enhance the customer experience. Created specifications to deliver to vendor and internal development teams. Created and executed test plans and test cases, resolving minor issues by changing code or escalating major issues to the development team. Created workflow documentation for the provisioning analysts. Represent change at the CAB meeting prior to migrating code new code and changes to the production environment.Owner of Active Directory expiration notification and attestation processes that fulfills the periodic review audit control requirement. Execute monthly process to determine which third-party user accounts are expiring in the near future.","duration":"Apr 2014 Feb 2016 1 year 11 months","duration_short":"1 year 11 months","end_date":"Feb 2016","start_date":"Apr 2014","subtitle":"UCSF Medical Center","title":"Senior Program Coordinator for Identity & Access Management - Programmer/Analyst 4"}],"url":"https://www.linkedin.com/company/ucsfhealth"},{"company":"Inside the Lines Consulting","company_id":null,"location":"San Francisco","positions":[{"description":"Operationalized Sarbanes-Oxley controls for identity and access management (IdM), change management (CM), and back up/recovery (BU/R). Documented current state of in-scope areas on the application, data, and operating system layers. Streamlined processes for provisioning new access. Created secondary controls for the termination control for areas where access was governed proprietarily. Ensured the corporate password policy was implemented on all in-scope systems. Created secondary controls for provisioning of in-scope resources governed by AD. Created narrative for change management control. Oversaw implementation and operation of change detection tool.Wrote narrative for identity management, change management, and back up/recovery. Created map of in-scope controls to in-scope areas and identified which were at risk. Created secondary controls where areas were at risk.Key individual in Audit Control Test of Design and Test of Effectiveness. Interfaced with internal and external auditors. Managed evidence collection by ensuring evidence requests were valid for existing controls. Ensured evidence provided was relevant to the request and identified any control failures before providing to the auditors. Worked with process owners to mitigate risks associated with control failures and to strengthen controls to ensure no further failures occurred.","duration":"Feb 2013 Apr 2014 1 year 3 months","duration_short":"1 year 3 months","end_date":"Apr 2014","start_date":"Feb 2013","subtitle":"Inside the Lines Consulting","title":"Senior Security Consultant"}],"url":""},{"company":"FishNet Security","company_id":"fishnet-security","location":"San Francisco Bay Area","positions":[{"description":"Led multiple identity management projects integrating provisioning and roll management tools. In scope targets include AD, LDAP, accounting packages, and HR systems as well as automating provisioning life cycle, mapping workflows, and role life cycle. Work extensively with healthcare clients.Orchestrated large internal and external resource teams.Deeply involved in troubleshooting issues involving multiple teams. Breakdown processes to determine which team is responsible for resolution. Identify team responsible for accomplishing specific tasks in support of system integration testing.Facilitated all phases of the Software Development Life Cycle. Manage the creation of analysis document, requirements document, design document, use cases, and test scripts. Insure that all phases of life cycle adhere to documentation and are delivered in a timely fashion.Followed in-house methodology based on the Project Management Body of Knowledge (PMBOK).","duration":"May 2010 Feb 2013 2 years 10 months","duration_short":"2 years 10 months","end_date":"Feb 2013","start_date":"May 2010","subtitle":"FishNet Security","title":"Senior Consultant - Identity & Access Managment"}],"url":"https://www.linkedin.com/company/fishnet-security"},{"company":"ACS","company_id":"xerox-service","location":"","positions":[{"description":"Responsible for all phases of integrating Identity Management systems into client landscapes. Facilitated demonstrations and discovery sessions with clients. Drove decision making process for converting from manual to automated workflows. Brought various technical groups to agreement over responsibility for tasks to be done. Led trouble shooting sessions with various groups. Drove User Acceptance Testing from script creation to execution. Oversaw financials, schedule, documentation, resources, and reporting for projects.Technology used: Oracle Identity Manager, Hitachi P-Sync/Id-Sync, Microsoft Project, Shell scripts","duration":"Dec 2006 Apr 2010 3 years 5 months","duration_short":"3 years 5 months","end_date":"Apr 2010","start_date":"Dec 2006","subtitle":"ACS","title":"Project Manager - Identity Management"}],"url":"https://www.linkedin.com/company/xerox-service"},{"company":"Deloitte","company_id":"deloitte","location":null,"positions":[{"description":"Responsible for all phases of integrating proprietary payroll software with 3rd party packages, such as PeopleSoft and SAP. Facilitated demonstrations and discovery sessions with clients. Oversaw financials, schedule, documentation, resources, and reporting for projects. Technology used: .Net, SQL, Microsoft Project, Shell scripts","duration":"Jun 2002 Nov 2006 4 years 6 months","duration_short":"4 years 6 months","end_date":"Nov 2006","start_date":"Jun 2002","subtitle":"Deloitte","title":"Project Manager (Technical Implementation Lead)"},{"description":"Led new development efforts and maintenance to existing code. Oversaw creation of related documentation.Technology used: PowerBuilder, Java, .Net, Oracle DBMS, SQL","duration":"Jul 2001 Aug 2002 1 year 2 months","duration_short":"1 year 2 months","end_date":"Aug 2002","start_date":"Jul 2001","subtitle":"Deloitte","title":"Senior Software Engineer"},{"description":"Maintained existing code and documentation. Assisted with new client-server code creation and documentation.Technology used: PowerBuilder, Oracle DBMS, SQL","duration":"Apr 1999 Jul 2001 2 years 4 months","duration_short":"2 years 4 months","end_date":"Jul 2001","start_date":"Apr 1999","subtitle":"Deloitte","title":"Software Engineer"}],"url":"https://www.linkedin.com/company/deloitte"}]', '["Kirk Fjeldheim “It is my pleasure to recommend Jody, his performance working for Zynga proved that he will be a valuable addition to any company. Jody is highly intelligent and has good analytical and communication skills. Jody possesses the ultimate \\"can do\\" attitude while taking on all tasks with a positive energy and a smile. His upbeat personality and engaging personal style enables him to interact effectively with employees and auditors.”","Jeff Ng “I worked with Jody for a year and half around SOX Compliance at Zynga. Through my experience, he\'s demonstrated strong knowledge in areas of compliance and has helped established a robust and repeatable process around access management at Zynga. He\'s well liked, easy to work with, and a valuable asset to the team.”"]']### Assistant: The agent's job is to provide consultation and implementation services for Identity and Access Management solutions. Today, the agent is reaching out to the user because they need assistance in optimizing their Single Sign-On and Multi-Factor Authentication processes.
|
### Human: Agent: ['Jean Keenan', 'Experienced Presidential Account Manager with a demonstrated history of working in the information technology and services industry. Skilled in Storage Area Network (SAN), Enterprise Software, Sales, HP Products, and Cold Calling. Strong sales professional graduated from Troy University in Montgomery.', 'Presidential Account Manager at Connection', 'PC Connection', '[{"company":"PC Connection","company_id":"connection-it","industry":"IT Services and IT Consulting","location":null,"positions":[{"description":"Corporate sales manager selling computer Hardware and software to corporate accounts","duration":"Jan 2001 - Present 20 years 11 months","duration_short":"20 years 11 months","end_date":"Present","start_date":"Jan 2001","subtitle":"PC Connection","title":"Senior Account Manager"},{"description":"","duration":"Jan 2000 - Present 21 years 11 months","duration_short":"21 years 11 months","end_date":"Present","start_date":"Jan 2000","subtitle":"Connection","title":"Presidential Account Manager"},{"description":"","duration":"2000 2016 16 years","duration_short":"16 years","end_date":"2016","start_date":"2000","subtitle":"PC Connection","title":"Executive Account Manager"}],"url":"https://www.linkedin.com/company/connection-it"},{"company":"Connection","company_id":null,"location":"","positions":[{"description":"","duration":"2000 2016 16 years","duration_short":"16 years","end_date":"2016","start_date":"2000","subtitle":"Connection","title":"Senior Exec Account Manager"}],"url":""},{"company":"Dental Clinic Randolph AFB","company_id":null,"location":"","positions":[{"description":"","duration":"Apr 1995 Aug 1997 2 years 5 months","duration_short":"2 years 5 months","end_date":"Aug 1997","start_date":"Apr 1995","subtitle":"Dental Clinic Randolph AFB","title":"Dental Assistant"}],"url":""}]', '["Sylvana W. “I have been a customer of Jean over 5 years, she has been very professional, courteous and most importantly has great customer service skills which is rare to find these days. She goes the extra mile to find the right solution/product to suit my budgetary needs. She is very good at follow through and keeps me updated with delivery status. She has a great attitude, friendly together with a bubbly personality which is a delight to work with. She is one vendor that I have had the pleasure of working with and would not hesitate to user her services again.”","Joseph Denzel “I usually don\'t look forward to calls from vendors, but Jean is the exception. She has an uncanny sense for a company\'s needs and is a delight to work with.”"]']
User: ['Jim Foster', 'Specialties: Messaging & Collaboration architecture and technologies - IBM/Lotus Notes/Domino & Sametime, SMTP', 'EVP, Leisure & Odd Jobs at Honeydew Inc.', 'Honeydew Inc.', '[{"company":"Honeydew Inc.","company_id":null,"location":"Tampa/St. Petersburg, Florida Area","positions":[{"description":"","duration":"Apr 2016 - Present 5 years 6 months","duration_short":"5 years 6 months","end_date":"Present","start_date":"Apr 2016","subtitle":"Honeydew Inc.","title":"EVP, Leisure & Odd Jobs"}],"url":""},{"company":"Proofpoint","company_id":"proofpoint","location":"","positions":[{"description":"","duration":"Aug 2011 - Present 10 years 2 months","duration_short":"10 years 2 months","end_date":"Present","start_date":"Aug 2011","subtitle":"Proofpoint","title":"Technical Account Manager"}],"url":"https://www.linkedin.com/company/proofpoint"},{"company":"PricewaterhouseCoopers LLP","company_id":"pwc","location":null,"positions":[{"description":"Responsible for analyzing and translating business requirements into technical solution designs, and managing their implementation into the infrastructure.","duration":"Jul 2008 Aug 2010 2 years 2 months","duration_short":"2 years 2 months","end_date":"Aug 2010","start_date":"Jul 2008","subtitle":"PricewaterhouseCoopers LLP","title":"Infrastructure Systems Engineer"},{"description":"Responsible for interpreting, refining, and implementing project designs and successfully transitioning them to Operations.","duration":"Dec 2004 Jul 2008 3 years 8 months","duration_short":"3 years 8 months","end_date":"Jul 2008","start_date":"Dec 2004","subtitle":"PricewaterhouseCoopers LLP","title":"Infrastructure Systems Analyst"},{"description":"Responsible for all aspects of international and internet e-mail and identity management for over 140,000 users worldwide.","duration":"May 1999 Dec 2004 5 years 8 months","duration_short":"5 years 8 months","end_date":"Dec 2004","start_date":"May 1999","subtitle":"PricewaterhouseCoopers LLP","title":"Messaging & Collaboration Subject Matter Expert"}],"url":"https://www.linkedin.com/company/pwc"},{"company":"(IBM) Lotus Development Canada","company_id":null,"location":null,"positions":[{"description":"Responsible for the strategic and daily management of support team.","duration":"Jan 1996 Oct 1998 2 years 10 months","duration_short":"2 years 10 months","end_date":"Oct 1998","start_date":"Jan 1996","subtitle":"(IBM) Lotus Development Canada","title":"Notes/Domino Support Manager"},{"description":"Responsible for pre and post-sales support on all platforms of Notes/Domino and its companion products.","duration":"Jan 1992 Jan 1996 4 years 1 month","duration_short":"4 years 1 month","end_date":"Jan 1996","start_date":"Jan 1992","subtitle":"(IBM) Lotus Development Canada","title":"Principal Technical Support Analyst"}],"url":""}]', '["John G. “Jim has very strong technical skills and is always focused on continually improving in his area of expertise but Jim has a very easy going, relaxed nature which makes him a lot of fun to work with. I would strongly recommend Jim.”","Dan Bagley “I had the pleasure of working with Jim on a complex technical deployment -- his technical competency, project management skills, and ability to grasp the \'big picture\' are second-to-none.”"]']### Assistant: The agent's job is to sell computer hardware and software to corporate accounts, and today, the agent is reaching out to the user because they need to discuss a potential collaboration on messaging and collaboration architecture and technologies.
|
### Human: Agent: ['Cathy Mongeau', 'Highly creative, visual thinker, who blends her rich design background with training and product knowledge to develop a buffet of innovative, accessible and enticing learning tools. Expertise in both virtual and on-demand training experiences. Storyboard, shoot and edit engaging learner videos. Known as the teammate who gets it done "fast, fresh and free"Adept at course script writing and communications - specializing in weaving a personal voice and relatable story to any type of content, design/development of online courses, and project management.', 'Senior Manager, Digital Learning Design at AbbVie', 'AbbVie', '[{"company":"AbbVie","company_id":"abbvie","industry":"Pharmaceutical Manufacturing","location":null,"positions":[{"description":"I connect learners with training. By integrating with my brand teams I help elevate their training delivery though the right digital platforms and tools. Maintaining engagement, user experience and retention are always top of mind.","duration":"May 2019 - Present 2 years 4 months","duration_short":"2 years 4 months","end_date":"Present","start_date":"May 2019","subtitle":"AbbVie","title":"Senior Manager, Digital Learning Design"},{"description":"I employ sound Instructional Design principles to design, develop, and project manage a variety of Digital Learning Solutions, including videos, interactive PDFs, interactive modules and virtual training solutions. Bringing new solutions to the table is an ongoing part of my job - an example is the acquisition of licenses and subsequent training of Webex Pro to the entire training organization. The features in Webex Pro helped us implement the Flipped Classroom style of learning.","duration":"Feb 2011 - Present 10 years 7 months","duration_short":"10 years 7 months","end_date":"Present","start_date":"Feb 2011","subtitle":"AbbVie","title":"Manager, Digital Learning Design"}],"url":"https://www.linkedin.com/company/abbvie"},{"company":"Catherine Mongeau","company_id":null,"location":"","positions":[{"description":"Award-winning pastel landscape/still-life/portrait artist Award-winning pastel landscape/still-life/portrait artist","duration":"2000 - Present 21 years","duration_short":"21 years","end_date":"Present","start_date":"2000","subtitle":"Catherine Mongeau","title":"Fine Artist"}],"url":""},{"company":"Abbott PPD","company_id":"abbott-","location":null,"positions":[{"description":"Project Manage, write, design and develop e-learning courses for PPD Training & Development.","duration":"Mar 2010 Feb 2011 1 year","duration_short":"1 year","end_date":"Feb 2011","start_date":"Mar 2010","subtitle":"Abbott PPD","title":"E-Learning Designer"},{"description":"Design of print, web and Flash animations. project management, copywriting, and supervision of contract labor,","duration":"2003 Feb 2010 7 years","duration_short":"7 years","end_date":"Feb 2010","start_date":"2003","subtitle":"Abbott Diagnostics","title":"Multimedia Designer"}],"url":"https://www.linkedin.com/company/abbott-"},{"company":"Abbott","company_id":null,"location":"","positions":[{"description":"Lead designer for all high-end print collateral for the Diagnostic Division. Managed up to 50 projects concurrently. Lead designer for all high-end print collateral for the Diagnostic Division. Managed up to 50 projects concurrently.","duration":"1998 2003 5 years","duration_short":"5 years","end_date":"2003","start_date":"1998","subtitle":"Abbott","title":"Senior Graphic Designer"}],"url":""}]', '["Janine Tansey “I have had the pleasure of having Cathy as a team leader in a cultural change initiative, Voices of rInnovation. In a short span of time, she was able to build a concerted and harmonious team effort. She led us in our endeavor through motivation while drawing on our team’s knowledge and skills to create a team vision and resulting goal. We managed to implement notable change to the organization and improved communication. Also to our credit, the changes were delivered in a high-impact and fun manner! This has been one of my favorite teams to be on and I can attribute that to Cathy being at the helm. ”","Christine Donnelly “Cathy is a dedicated individual who brings creativity to all of her design projects. She is great at presenting a story in her script writing and communications, and uses images in a way that captures the learner’s attention which helps with the retention of content. I was happy to work with Cathy on the same team.”"]']
User: ['Nora Swafford', 'Dedicated to selfless service of my community through the pharmacy profession. Currently studying at Marshall School of Pharmacy. Love helping and working with other professionals to reach the intended goal of better health care.', 'Student Pharmacist', 'Student Pharmacist', '[{"company":"Student Pharmacist","company_id":null,"location":"Marshall University School of Pharmacy","positions":[{"description":"Third year student Third year student","duration":"Aug 2015 - Present 6 years 9 months","duration_short":"6 years 9 months","end_date":"Present","start_date":"Aug 2015","subtitle":"Student Pharmacist","title":"Pharm D Canidate"}],"url":""},{"company":"Rite Aid Pharmacy","company_id":"riteaid","location":"Catlettsburg, Kentucky","positions":[{"description":"Helped with immunizations of Hep A due to confirmed case within community. Filled and labeled prescriptions. Transcribed voicemail messages. Helped with immunizations of Hep A due to confirmed case within community. Filled and labeled prescriptions. Transcribed voicemail messages.","duration":"Mar 2018 Apr 2018 2 months","duration_short":"2 months","end_date":"Apr 2018","start_date":"Mar 2018","subtitle":"Rite Aid Pharmacy","title":"IPPE 7"}],"url":"https://www.linkedin.com/company/riteaid"},{"company":"Rite Aid IPPE 2","company_id":null,"location":"Catlettsburg, KY","positions":[{"description":"Filled prescriptions, provided immunizations for influenza and pneumococcal, various flu clinics, transferred prescriptions, transcribed prescription, counselled patients after vaccination Filled prescriptions, provided immunizations for influenza and pneumococcal, various flu clinics, transferred prescriptions, transcribed prescription, counselled patients after vaccination","duration":"Aug 2016 Sep 2016 2 months","duration_short":"2 months","end_date":"Sep 2016","start_date":"Aug 2016","subtitle":"Rite Aid IPPE 2","title":"Student Intern"}],"url":""},{"company":"CVS IPPE","company_id":null,"location":"Kenova, WV","positions":[{"description":"Fill prescriptions, verified claims, input prescriptions, counselled on smoking cessation Fill prescriptions, verified claims, input prescriptions, counselled on smoking cessation","duration":"Jan 2016 Feb 2016 2 months","duration_short":"2 months","end_date":"Feb 2016","start_date":"Jan 2016","subtitle":"CVS IPPE","title":"Student Intern"}],"url":""},{"company":"JJ Jordan Geriatric Center","company_id":null,"location":"Louisa, KY","positions":[{"description":"Provide care for elderly. Provide care for elderly.","duration":"May 2003 Jan 2004 9 months","duration_short":"9 months","end_date":"Jan 2004","start_date":"May 2003","subtitle":"JJ Jordan Geriatric Center","title":"CNA"}],"url":""}]', '["Cynthia Jones “Nora is a student who is academically sound and professional with innate leadership skills. She is a smart, well organized, and positive young lady who never gives less than her all when she is involved any anything. Her professional demeanor, willingness to learn a multitude of new things, and ability to work effectively with others make her an outstanding candidate for any organization.”","Hasan Koc “Excellent student!”"]']### Assistant: The agent's job is to develop innovative and accessible learning tools, and today, the user is reaching out to the agent because they need assistance in designing and developing a virtual training solution for better healthcare practices.
|
### Human: Agent: ['Kelly Hopler (She/Her)', 'Digital analytics and strategy specialist in Los Angeles with 15 years of experience in public relations and media analytics, social, display media, search, site, and mobile platforms.', 'Vice President', 'MERGE', '[{"company":"MERGE","company_id":"mergeworld","industry":"Marketing Services","location":"Los Angeles, California, United States","positions":[{"description":"","duration":"Feb 2022 - Present 2 months","duration_short":"2 months","end_date":"Present","start_date":"Feb 2022","subtitle":"MERGE","title":"Vice President, Engagement Strategy Leadership"}],"url":"https://www.linkedin.com/company/mergeworld"},{"company":"Golin","company_id":"golin","location":"Greater Los Angeles Area","positions":[{"description":"","duration":"Oct 2018 Nov 2021 3 years 2 months","duration_short":"3 years 2 months","end_date":"Nov 2021","start_date":"Oct 2018","subtitle":"Golin","title":"VP, Director of Insights and Analytics"}],"url":"https://www.linkedin.com/company/golin"},{"company":"Razorfish Health","company_id":"razorfish-health","location":"Greater Chicago Area","positions":[{"description":"","duration":"Jul 2017 Sep 2018 1 year 3 months","duration_short":"1 year 3 months","end_date":"Sep 2018","start_date":"Jul 2017","subtitle":"Razorfish Health","title":"Director, Engagement Strategy"}],"url":"https://www.linkedin.com/company/razorfish-health"},{"company":"We Are Nutrient","company_id":"nutrient","location":"Greater Chicago Area","positions":[{"description":"","duration":"Sep 2016 Jul 2017 11 months","duration_short":"11 months","end_date":"Jul 2017","start_date":"Sep 2016","subtitle":"We Are Nutrient","title":"Sr. Strategy Manager"}],"url":"https://www.linkedin.com/company/nutrient"},{"company":"AbelsonTaylor","company_id":"abelson-taylor","location":"Chicago, Illinois","positions":[{"description":"","duration":"Mar 2015 Jul 2017 2 years 5 months","duration_short":"2 years 5 months","end_date":"Jul 2017","start_date":"Mar 2015","subtitle":"AbelsonTaylor","title":"Sr. Manager, Digital Strategy"}],"url":"https://www.linkedin.com/company/abelson-taylor"},{"company":"Weber Shandwick","company_id":"weber-shandwick","location":"Chicago, IL","positions":[{"description":"","duration":"Apr 2014 Mar 2015 1 year","duration_short":"1 year","end_date":"Mar 2015","start_date":"Apr 2014","subtitle":"Weber Shandwick","title":"Director, Analytics and Social Insights"}],"url":"https://www.linkedin.com/company/weber-shandwick"},{"company":"Digitas","company_id":"digitas-north-america","location":"Chicago, IL","positions":[{"description":"","duration":"Jan 2011 Apr 2014 3 years 4 months","duration_short":"3 years 4 months","end_date":"Apr 2014","start_date":"Jan 2011","subtitle":"Digitas","title":"Manager, Strategy & Analysis"}],"url":"https://www.linkedin.com/company/digitas-north-america"},{"company":"Digitas","company_id":"digitas-north-america","location":null,"positions":[{"description":"","duration":"Apr 2009 Aug 2010 1 year 5 months","duration_short":"1 year 5 months","end_date":"Aug 2010","start_date":"Apr 2009","subtitle":"Digitas","title":"Sr. Analyst, Strategy & Analysis"},{"description":"","duration":"Nov 2007 Apr 2009 1 year 6 months","duration_short":"1 year 6 months","end_date":"Apr 2009","start_date":"Nov 2007","subtitle":"Digitas","title":"Analyst, Strategy & Analysis"}],"url":"https://www.linkedin.com/company/digitas-north-america"},{"company":"James Hardie Building Products","company_id":"jameshardie","location":"Chicago, IL","positions":[{"description":"","duration":"Mar 2007 Oct 2007 8 months","duration_short":"8 months","end_date":"Oct 2007","start_date":"Mar 2007","subtitle":"James Hardie Building Products","title":"Marketing Analyst"}],"url":"https://www.linkedin.com/company/jameshardie"},{"company":"Outdoor Cap Company","company_id":"outdoor-cap-company","location":"Bentonville, AR","positions":[{"description":"","duration":"May 2006 Mar 2007 11 months","duration_short":"11 months","end_date":"Mar 2007","start_date":"May 2006","subtitle":"Outdoor Cap Company","title":"Licensing Coordinator"}],"url":"https://www.linkedin.com/company/outdoor-cap-company"},{"company":"Retail Brokers, Inc.","company_id":"retail-brokers-inc.","location":"Scottsdale, AZ","positions":[{"description":"","duration":"Apr 2004 Apr 2005 1 year 1 month","duration_short":"1 year 1 month","end_date":"Apr 2005","start_date":"Apr 2004","subtitle":"Retail Brokers, Inc.","title":"Marketing and Public Relations Coordinator"}],"url":"https://www.linkedin.com/company/retail-brokers-inc."},{"company":"CreaMiser Products, Inc","company_id":null,"location":"Scottsdale, AZ","positions":[{"description":"","duration":"Dec 2002 Mar 2004 1 year 4 months","duration_short":"1 year 4 months","end_date":"Mar 2004","start_date":"Dec 2002","subtitle":"CreaMiser Products, Inc","title":"Marketing Assistant"}],"url":""},{"company":"Handleman Company","company_id":"handleman-company","location":"","positions":[{"description":"","duration":"2004 2004 less than a year","duration_short":"less than a year","end_date":"2004","start_date":"2004","subtitle":"Handleman Company","title":"Associate"}],"url":"https://www.linkedin.com/company/handleman-company"}]', '["Andy Shaughnessy, MBA “I had the pleasure of working with Kelly remotely and in that time, she showed her analytical chops by jumping into a new project in a space she had little knowledge and impressed our team with her ability to learn quickly, a prized skill in any industry. Couple that talent with a refreshingly positive attitude, team-oriented mentality and sharp wit and you have the makings of someone who should go far in her career. I wish Kelly nothing but the best and I am sure she will not settle for anything less.”","Antonio Rivera “I had the great pleasure of partnering with Kelly (and her agency) while redesigning an informational and interactive website for Kraft\'s line of digestive health products called LiveActive. Kelly was truly an expert in her strategic analysis of some of the tracking methods we had in place and helped our agency as well as our client navigate through some critical updates that allowed us to learn more about our visitors\' activities so that later site refreshes were informed and based on measured information. Kelly is thorough and great at following up. Any time there were questions or requests Kelly made herself available or would follow up immediately. Her knowledge in back end web development, patience and strength in managing client expectations proved golden during the deployment phase of the site. The partnership between our agencies in order to provide stellar services was seamless and is in part due to her professionalism and fortitude in team work. I\'d gladly work with Kelly again.”"]']
User: ['Raisa Collazo Carmona', 'I would like to inspire positive change through my career and make every day count.', 'Associate Account Director at The Marketing Arm', 'The Marketing Arm', '[{"company":"The Marketing Arm","company_id":"the-marketing-arm","industry":"Marketing and Advertising","location":"Chicago, Illinois, United States","positions":[{"description":"","duration":"Jul 2020 - Present 1 year 1 month","duration_short":"1 year 1 month","end_date":"Present","start_date":"Jul 2020","subtitle":"The Marketing Arm","title":"Associate Account Director"}],"url":"https://www.linkedin.com/company/the-marketing-arm"}]', '["“Raisa was one of my rock star students when I was teaching at Marquette. Since graduating, I was lucky enough to see her in action in \\"the real world,\\" as we were both on the ALS Wisconsin board together. She\'s strategic, smart, funny and understands the importance of creative leverage. Something every copywriter and art director appreciates. It\'s a pleasure to work with her and to know her.”","“Raisa is a very independent and self-motivated student who already knows what she want as a professional. She definitely was an asset to our Brand Integration team since her first day of internship in DLC. Her strong work, great communication skills and personality makes her a valuable addition to any company she would like to work in.”"]']### Assistant: The agent's job is to provide digital analytics and strategy expertise, and today the user is reaching out to the agent because they need assistance in optimizing their marketing campaign for positive change and impactful results.
|
### Human: Agent: ['Vince Latchford', 'I solve complex business problems using package software and intense collaboration with the business sponsors while building highly effective teams. With a collaborative style and experience in multiple industries and organization sizes from startup to Fortune 500 size, I can deliver results in both a leadership and consulting role. As a successful executive of teams to 450 in size, with experience in virtual and cross border projects, I’ve also managed multiple teams within a program and from around the world. Specialties: Fixing broken projects and building dominant and effective teams. I also specialize in Business Process Optimization and Reengineering, Project and Program Management, Quality Improvement', 'Vice President, North American Professional Services at Conga', 'Conga', '[{"company":"Conga","company_id":"conga","industry":"IT Services and IT Consulting","location":"","positions":[{"description":"","duration":"May 2020 - Present 1 year 8 months","duration_short":"1 year 8 months","end_date":"Present","start_date":"May 2020","subtitle":"Conga","title":"Vice President, NA Customer Success Professional Services"}],"url":"https://www.linkedin.com/company/conga"}]', '["Adam Rosenfield “I worked for Vince as a practice director while at Apttus. A highly skilled leader with an ability to build and manage diverse teams - he was a strong listener and incredibly pro-active about coaching highly diverse teams into succeeding with what they do best. With customers - he was able to reduce the noise and distill risks and challenges into solvable problems. Very much \\"hands on\\" - he was exceptional at building trust across the board. He\'d be a valuable asset to any organization.”","Peter Horton “Vince Latchford is one of those rare execs that combines the ability to listen with empathy, give guidance with authority, and ground the relationship in trust…consistently. My experience over the last 20 years is those characteristics are hard to come by in one person.”"]']
User: ['Brian Finn', '20+ years of Sales with expertise in Key Account Management. Knowledge in Purchasing, Inventory control and some accounting. Specialties: Extensive Electronics knowledge. Getting the hard to find items quickly.', 'Head of Purchasing & Vendor Management at LiteGear Inc.', 'LiteGear Inc.', '[{"company":"LiteGear Inc.","company_id":"litegear-inc.","industry":"Entertainment Providers","location":null,"positions":[{"description":"","duration":"Dec 2019 - Present 2 years 5 months","duration_short":"2 years 5 months","end_date":"Present","start_date":"Dec 2019","subtitle":"LiteGear Inc.","title":"Head of Purchasing & Vendor Management"},{"description":"","duration":"May 2016 Dec 2019 3 years 8 months","duration_short":"3 years 8 months","end_date":"Dec 2019","start_date":"May 2016","subtitle":"LiteGear Inc.","title":"Sourceror"}],"url":"https://www.linkedin.com/company/litegear-inc."},{"company":"Orvac Electronics","company_id":"orvac-electronics","location":"","positions":[{"description":"Commercial Sales - Developing new accounts Commercial Sales - Developing new accounts","duration":"Feb 2010 May 2016 6 years 4 months","duration_short":"6 years 4 months","end_date":"May 2016","start_date":"Feb 2010","subtitle":"Orvac Electronics","title":"Commercial Sales"}],"url":"https://www.linkedin.com/company/orvac-electronics"},{"company":"Electronic City Inc.","company_id":null,"location":"","positions":[{"description":"Everything Everything","duration":"Jan 1994 Feb 2010 16 years 2 months","duration_short":"16 years 2 months","end_date":"Feb 2010","start_date":"Jan 1994","subtitle":"Electronic City Inc.","title":"VP"}],"url":""},{"company":"ITC Electronics","company_id":null,"location":"","positions":[{"description":"Electronic sales including Test & Measurement, Car Audio... Electronic sales including Test & Measurement, Car Audio...","duration":"Jan 1988 Jan 1994 6 years 1 month","duration_short":"6 years 1 month","end_date":"Jan 1994","start_date":"Jan 1988","subtitle":"ITC Electronics","title":"Assistant Store Manager"}],"url":""}]', '["Lesli Esposito, C.P.M. “Brian was extremely helpful and professional in our dealings. Brian is a true asset to his company.”","Shannon Ward “Brian\'s is our \\"go to\\". He knows everybody.”"]']### Assistant: The agent's job is to provide consulting services in business process optimization and project management, and today the user is reaching out to the agent because they need assistance in streamlining their purchasing and inventory control processes in their electronics company.
|
### Human: Agent: ['Maxence Bouygues', 'Maxence Bouygues is a Product Manager at Forethought.ai. He brings 8 years of experience in Enterprise SaaS. He has worked and developed a deep understanding of cross-functional teams such as Sales, Customer Success, Implementation, and Engineering for both SaaS vendors and as a customer. With a strong mathematical and data background, he is now focused on Artificial Intelligence and Natural Language Processing-powered products.', 'Product | AI/ML | NLP | Enterprise Software', 'LiveRamp', '[{"company":"LiveRamp","company_id":"liveramp","industry":"Advertising Services","location":"","positions":[{"description":"Focusing on Look-a-Like models Focusing on Look-a-Like models","duration":"May 2022 - Present 2 months","duration_short":"2 months","end_date":"Present","start_date":"May 2022","subtitle":"LiveRamp","title":"Product Engineer - Look-a-Like"}],"url":"https://www.linkedin.com/company/liveramp"},{"company":"Forethought","company_id":"forethought-ai","location":"San Francisco","positions":[{"description":"- Drove & Evangelized product vision for \\"Intent detection\\", built data prototypes, and found that 60% of support inquiries could be understood with Machine Learning (ML).- Won exec sponsorship, defined and implemented success metrics, driving alignment across teams.- Framed NLP experiments with ML & Data Science teams, A/B tested 4 strategies to determine a solution in line with deflection targets.Built smooth wireframe UI/UX with Design for data collection, cutting data preparation time by 10x. Collaborated with cross-functional teams including design, CSMs, Marketing, and a team of 8 engineers, ensuring smooth Launch and company-wide communication plan.- Deployed the best solution, hitting hit up to 80% support questions understood at 97% accuracy in production.","duration":"Oct 2021 Mar 2022 6 months","duration_short":"6 months","end_date":"Mar 2022","start_date":"Oct 2021","subtitle":"Forethought","title":"Product Engineer"}],"url":"https://www.linkedin.com/company/forethought-ai"},{"company":"Self-Employed","company_id":"self-employed_1074","location":"Paris, Île-de-France, France","positions":[{"description":"","duration":"Mar 2021 Oct 2021 8 months","duration_short":"8 months","end_date":"Oct 2021","start_date":"Mar 2021","subtitle":"Self-Employed","title":"Product Engineer"}],"url":"https://www.linkedin.com/company/self-employed_1074"},{"company":"Forethought","company_id":"forethought-ai","location":"San Francisco Bay Area","positions":[{"description":"","duration":"Sep 2019 Mar 2021 1 year 7 months","duration_short":"1 year 7 months","end_date":"Mar 2021","start_date":"Sep 2019","subtitle":"Forethought","title":"Solutions Engineer"}],"url":"https://www.linkedin.com/company/forethought-ai"},{"company":"Planisware","company_id":"planisware","location":"San Francisco, California","positions":[{"description":"- Successfully led $5M, enterprise-wide deals for fortune 500 companies (Abbvie, Roche).- Led PoCs with 80 users from 5 different corporate departments, aligned stakeholders from IT, Sales and Business.- Built Innovative predictive models to simulate clinical patient enrollment, leading to a 15% increase in prevision accuracy at a worldwide scale.Planisware: Project Portfolio Management solution used by fortune 500 organizations. Gartner PPM Leader 2018. - Successfully led $5M, enterprise-wide deals for fortune 500 companies (Abbvie, Roche).- Led PoCs with 80 users from 5 different corporate departments, aligned stakeholders from IT, Sales and Business.- Built Innovative predictive models to simulate clinical patient enrollment, leading to a 15% increase in prevision accuracy at a worldwide scale.Planisware: Project Portfolio Management solution used by fortune 500 organizations. Gartner PPM Leader 2018.","duration":"Jul 2017 Jul 2019 2 years 1 month","duration_short":"2 years 1 month","end_date":"Jul 2019","start_date":"Jul 2017","subtitle":"Planisware","title":"Sr. Enterprise Solutions Engineer"}],"url":"https://www.linkedin.com/company/planisware"},{"company":"Planisware","company_id":"planisware","location":null,"positions":[{"description":"","duration":"Oct 2015 Mar 2017 1 year 6 months","duration_short":"1 year 6 months","end_date":"Mar 2017","start_date":"Oct 2015","subtitle":"Planisware","title":"Implementation Engineer"},{"description":"","duration":"Apr 2015 Oct 2015 7 months","duration_short":"7 months","end_date":"Oct 2015","start_date":"Apr 2015","subtitle":"Planisware","title":"Implementation Engineer"}],"url":"https://www.linkedin.com/company/planisware"},{"company":"Capgemini","company_id":"capgemini","location":"Toulouse , France","positions":[{"description":"- Led a feasibility study to replace 20 legacy predictive reports built by a 3rd party tool. - Built JavaScript mock-ups & defined the target architecture with the developer team. - Won the market, priced the solution & wrote specifications. - Led a feasibility study to replace 20 legacy predictive reports built by a 3rd party tool. - Built JavaScript mock-ups & defined the target architecture with the developer team. - Won the market, priced the solution & wrote specifications.","duration":"Feb 2014 Jul 2014 6 months","duration_short":"6 months","end_date":"Jul 2014","start_date":"Feb 2014","subtitle":"Capgemini","title":"Solutions Engineer"}],"url":"https://www.linkedin.com/company/capgemini"},{"company":"PSA Peugeot Citroën","company_id":"groupepsa","location":"Paris, Île-de-France, France","positions":[{"description":"- Led 25 customer interviews to audit a business process that aims to build lighter cars.- Re-designed data model & wrote specifications for implementation, allowing to cut effort by 16 hours/week. - Led 25 customer interviews to audit a business process that aims to build lighter cars.- Re-designed data model & wrote specifications for implementation, allowing to cut effort by 16 hours/week.","duration":"Jun 2012 Sep 2012 4 months","duration_short":"4 months","end_date":"Sep 2012","start_date":"Jun 2012","subtitle":"PSA Peugeot Citroën","title":"Business Analyst"}],"url":"https://www.linkedin.com/company/groupepsa"},{"company":"Inditex","company_id":"inditex","location":"Région de Bruxelles, Belgique","positions":[{"description":"- Diagnosed a failing, FAX based, communication system between Benelux stores and headquarters.- Took the initiative to develop and deploy an electronic communication tool in HTML / CSS- Solution adopted by 24 stores in Belgium - Diagnosed a failing, FAX based, communication system between Benelux stores and headquarters.- Took the initiative to develop and deploy an electronic communication tool in HTML / CSS- Solution adopted by 24 stores in Belgium","duration":"Jul 2011 Jul 2011 1 month","duration_short":"1 month","end_date":"Jul 2011","start_date":"Jul 2011","subtitle":"Inditex","title":"IT Assistant"}],"url":"https://www.linkedin.com/company/inditex"}]', '["Gilles Almeras “I rarely come across real talents who stand out like Max. I had the pleasure of working with Max for three years at Planisware, collaborating with him on several sales opportunities. Max’s ability to design, develop, and deliver winning value-based software demonstrations allowed us to close several large enterprise deals with top fortune 500 companies. His passion, his vision, and his enthusiasm were key factors to close and win these accounts. No matter how tense and stressful a meeting, Max made sure everyone left with a smile. As a colleague and as his manager, Max earns my highest recommendation. ”","Dave Penndorf “I directly managed Maxence for a year, and indirectly for 2 more. Max has some truly gifted talents when it comes to communicating software to a prospect/customer. He can break down the customer\'s requests into the true need by deeply examining the underlying process, breaking it down to its constituent parts, mapping them to the software tools available (bonus: and also imagining tools which are not yet available), and then explaining these back to the customer in a way they are sure to understand. Each time I saw him do this over the years, I walked away impressed. He\'s also a hard worker, deeply cares about improvement for the best of his own organization (from his colleagues, specific internal ways of working, and on the overall corporate culture), and open to feedback and personal improvement. He will offer ideas towards the solution of any problem and will defend his vision of success professionally, but is able to recognize he\'s not always right and he will work with the best decision diligently. Oh, and he\'s a fun person too. I trust Maxence will wow you as much as he impressed me. ”"]']
User: ['Ian Danforth', "I'm interested in understanding how intelligence develops and the environments that make that possible. I've worked in biologically inspired machine intelligence, started my own consumer robotics company, and been part of the early team taking another robotics company to $45M in funding and global deployment.Recruiter Notes:1. I am not actively looking right now. Thanks!2. I don't sign non-compete agreements.", 'Sr. Software Engineer, Machine Learning', 'Alation', '[{"company":"Alation","company_id":"alation","industry":"Computer Software","location":"","positions":[{"description":"","duration":"Jul 2019 - Present 2 years 5 months","duration_short":"2 years 5 months","end_date":"Present","start_date":"Jul 2019","subtitle":"Alation","title":"Sr. Software Engineer, Machine Learning"}],"url":"https://www.linkedin.com/company/alation"},{"company":"Fetch Robotics","company_id":"fetch-robotics","location":"San Francisco Bay Area","positions":[{"description":"- Architected task-based communications infrastructure to coordinate UI, server and multiple robot solution. - Redesigned and modernized an API and UI for data collection and log monitoring. - Designed and implemented RESTful API for multirobot system control - Created and maintained real-time web based mapping UI for primary product - Created mobile first UIs for multiple end-user roles - Built and lead a small team of front-end engineers to expand product UI - Introduced process improvements such as velocity tracking and technologies such as React, websockets, selenium - Converted caffeine infused bean extracts into top quality codePM - 7 months - Revamped the company\'s Software Release Process - Developed and implemented a New Product Introduction Process for the company - Worked with stakeholders in every department to create a coordinated idea to execution workflow for the company.","duration":"Jan 2015 Jan 2018 3 years 1 month","duration_short":"3 years 1 month","end_date":"Jan 2018","start_date":"Jan 2015","subtitle":"Fetch Robotics","title":"Lead Software Engineer & PM"}],"url":"https://www.linkedin.com/company/fetch-robotics"},{"company":"Embodied AI","company_id":null,"location":"Menlo Park, CA","positions":[{"description":"Consumer Robotics Product DevelopmentArtificial Intelligence Research Consumer Robotics Product DevelopmentArtificial Intelligence Research","duration":"Feb 2013 Nov 2015 2 years 10 months","duration_short":"2 years 10 months","end_date":"Nov 2015","start_date":"Feb 2013","subtitle":"Embodied AI","title":"Founder"}],"url":""},{"company":"Numenta","company_id":"numenta","location":"","positions":[{"description":"Python hacking Python hacking","duration":"Jan 2011 Feb 2013 2 years 2 months","duration_short":"2 years 2 months","end_date":"Feb 2013","start_date":"Jan 2011","subtitle":"Numenta","title":"Software Engineer"}],"url":"https://www.linkedin.com/company/numenta"},{"company":"Anybots Inc","company_id":"anybots-inc","location":"","positions":[{"description":"Crunchtime logisticsSVN->Git TransitionHardware/Software QAWebsite design and updates Crunchtime logisticsSVN->Git TransitionHardware/Software QAWebsite design and updates","duration":"Dec 2010 Mar 2011 4 months","duration_short":"4 months","end_date":"Mar 2011","start_date":"Dec 2010","subtitle":"Anybots Inc","title":"Robotics Engineer"}],"url":"https://www.linkedin.com/company/anybots-inc"},{"company":"PBworks","company_id":"pbworks","location":"","positions":[{"description":"QA, Test Automation, Quality Evangelist, Business Conscience. QA, Test Automation, Quality Evangelist, Business Conscience.","duration":"Apr 2008 Jan 2011 2 years 10 months","duration_short":"2 years 10 months","end_date":"Jan 2011","start_date":"Apr 2008","subtitle":"PBworks","title":"QA Lead"}],"url":"https://www.linkedin.com/company/pbworks"},{"company":"Google","company_id":"google","location":"","positions":[{"description":"Ad guideline enforcement monkey Ad guideline enforcement monkey","duration":"2004 2005 1 year","duration_short":"1 year","end_date":"2005","start_date":"2004","subtitle":"Google","title":"AdWords Editor"}],"url":"https://www.linkedin.com/company/google"},{"company":"Stanford University","company_id":"stanford-university","location":"","positions":[{"description":"Recruited ParticipantsPerformed DXA ScansCoordinated Patient Visits and Housecalls Recruited ParticipantsPerformed DXA ScansCoordinated Patient Visits and Housecalls","duration":"Feb 2004 Sep 2004 8 months","duration_short":"8 months","end_date":"Sep 2004","start_date":"Feb 2004","subtitle":"Stanford University","title":"Research Assistant"}],"url":"https://www.linkedin.com/company/stanford-university"}]', '["Edward King “I had the pleasure of working with Ian at Fetch Robotics where he was the head of Program Management. Ian provides a great balance of technical expertise, project management and quality focus which is crucial for the success of complex technical projects. Ian exhibits two wonderful character traits which I admire: get stuff done and look for ways to improve. Ian played a key role in the design and implementation of our product development process (NPI) and was diligent about identifying issues during the roll out which allowed us to course correct and improve the process. Ian also played a key role in the implementation and rollout of our RFID product capability. His technical background combined with project management skills enabled us to go from an unclear definition to a working product which provides value to our customers. I really enjoyed working with Ian and would welcome the chance to do so again.”","David Robson “I worked with Ian in various capacities for two years at Fetch Robotics. During part of that time he worked directly for me; but even when he didn\'t, my work depended on his work. Early on, he played a key role in the implementation of our robot fleet management system, which is both complex and critically important for our business. Later, he stepped up to bring a helpful discipline to our overall product management process. He guided the transition from a small scale, relationship driven, ad hoc process to a more disciplined, scalable, managed process. In both of those roles, Ian brought a big picture perspective and also rolled up his sleeves to do a good share of the detail work. Ian has many of the qualities that are particularly valuable in highly technical work. He\'s a smart guy, he knows a lot, he\'s a quick learner for things he doesn\'t already know, and he\'s inherently curious - motivated to learn more and try new things. But even more important, in my estimation, is the natural sense of balance he brings to the difficult dichotomies of collaborative work. He has strong opinions but he takes other perspectives seriously. He wants to get things logically \\"right\\" but he knows that the best can be the enemy of the good. He pushes people to get things done but he appreciates the value of intrinsic motivation. He can use both the carrot and the stick. He can switch from good cop to bad cop and back. He is capable of being a prima donna in its literal sense (of a leading performer) without being a prima donna in its more pejorative sense (temperamental and self regarding). He\'s a quick shot without a hair trigger. On one occasion, while Ian was reporting to me, we had a pretty direct disagreement about the right way to handle a management situation. He clearly explained his position and the reasoning behind it. I did my best to explain my different approach. I don\'t think I convinced him but he, nonetheless, gave my approach a serious try. I don\'t even know if he would agree with my approach today, but I did see his management skills improve in the course of dealing with that situation. And that had much more to do with how he handled the differing opinions than with any inherent quality of my particular point of view. In case it\'s not clear, I enjoyed and valued working with Ian, and look forward to crossing paths again.”"]']### Assistant: The agent's job is to develop and deliver winning value-based software demonstrations, and today the user is reaching out to the agent because they need assistance in designing and implementing a new product introduction process for their company.
|
### Human: Agent: ['J. Brandon Thornock, FACHE', 'Experienced Chief Operations Officer with a demonstrated history of working in the health care industry. Skilled in Budgeting, Operations Management, Analytical Skills, Coaching, and Physician Relations. Strong business development professional who is dual masters prepared with an MBA from the University of Utah and an MHA focused in Health Administration from Weber State University.', 'Chief Operations Officer at Shasta Community Health Center', 'Shasta Community Health Center', '[{"company":"Shasta Community Health Center","company_id":"shasta-community-health-center","industry":"Medical Practices","location":null,"positions":[{"description":"","duration":"Sep 2017 - Present 4 years 6 months","duration_short":"4 years 6 months","end_date":"Present","start_date":"Sep 2017","subtitle":"Shasta Community Health Center","title":"Chief Operations Officer"},{"description":"","duration":"Jul 2013 Sep 2017 4 years 3 months","duration_short":"4 years 3 months","end_date":"Sep 2017","start_date":"Jul 2013","subtitle":"Shasta Community Health Center","title":"Director of Clinical Operations"}],"url":"https://www.linkedin.com/company/shasta-community-health-center"},{"company":"Intermountain Healthcare","company_id":"intermountain-healthcare","location":"","positions":[{"description":"","duration":"Dec 2010 Jul 2013 2 years 8 months","duration_short":"2 years 8 months","end_date":"Jul 2013","start_date":"Dec 2010","subtitle":"Intermountain Healthcare","title":"Clinic Manager"}],"url":"https://www.linkedin.com/company/intermountain-healthcare"},{"company":"Wells Fargo Bank, N.A.","company_id":null,"location":"","positions":[{"description":"","duration":"2002 2010 8 years","duration_short":"8 years","end_date":"2010","start_date":"2002","subtitle":"Wells Fargo Bank, N.A.","title":"Branch Manager"}],"url":""}]', '["Eric Rasmussen “Brandon provided an excellent atmosphere to work. He was patient willing to listen to ideas and excersized sound judgment in his decisions. I would be more than willing to work with Brandon again.”","Ian Swinton “Brandon is a rock. He sees what needs to be done, and he does it. No complaints, no push-back. He is methodical - adding new angles of understanding on a regular basis that others in our groups would not have otherwise seen. He is diligent, determined, and accurate - yet he does not seek for fan-fare. He is personable and humble. Brandon is a guy that I made a conscious effort to team up with on group projects. He made me a better contributor. He pulls his weight, and more. I would gladly (and do) recommend Brandon to anyone looking for a go-getter who puts his mind to the task and brings others with him. He is a leader and will raise the game of those around him..”"]']
User: ['Lisa Lutz', 'As the Clinical and Business Development Project Manager I was responsible for day-to-day office operations for our department, data collection and management, data reporting, document and presentation design, web site administration, audio/video editing and production, event planning and promotion, project coordination, systems integration and served as an Executive Administrative Assistant to C-suite executives that spanned from Chief Administrative to Chief Clinical Operations Officers.', 'Senior Project Manager at My Health Connection, Inc.', 'My Health Connection, Inc.', '[{"company":"My Health Connection, Inc.","company_id":null,"location":"Irvine, California, United States","positions":[{"description":"","duration":"Oct 2020 - Present 1 year 3 months","duration_short":"1 year 3 months","end_date":"Present","start_date":"Oct 2020","subtitle":"My Health Connection, Inc.","title":"Senior Business Project Manager"}],"url":""},{"company":"Kindred at Home","company_id":"kindred-at-home","location":"Greater Atlanta Area","positions":[{"description":"Performed complex and confidential support functions to ensure smooth flow of operations support. Coordinated the administration of projects and prepared resource/time/cost estimates. Analyzed operational data, prepared reports and communicated analysis to management team. Prepared Home Health pipeline, coordinated the pipeline process, and supported the field Home Health launch process. Provided training and support to Home Health team members and other areas as assigned. Coordinated all training/meeting arrangements. Designed correspondence and presentation materials using Word/PPT/Visio software. Worked with minimal supervision.","duration":"May 2008 Jun 2020 12 years 2 months","duration_short":"12 years 2 months","end_date":"Jun 2020","start_date":"May 2008","subtitle":"Kindred at Home","title":"Project Manager, Clinical & Business Development"}],"url":"https://www.linkedin.com/company/kindred-at-home"},{"company":"Kindred at Home","company_id":"kindred-at-home","location":null,"positions":[{"description":"Managed and oversaw clerical personnel and data processing operations related to outcome collections for our Specialty Programs after discharge from our services, consistent with regulatory compliance and Corporate policies, procedures, and standards.","duration":"Jan 2005 Jan 2008 3 years 1 month","duration_short":"3 years 1 month","end_date":"Jan 2008","start_date":"Jan 2005","subtitle":"Kindred at Home","title":"Manager - Center for Outcomes Measurement"},{"description":"Managed and oversaw branch clerical personnel and functions in accounting, payroll, billing, accounts payable/receivables, supplies, human resources, and data processing operations, consistent with regulatory compliance and Corporate policies, procedures, and standards.","duration":"Jan 1997 Jan 2005 8 years 1 month","duration_short":"8 years 1 month","end_date":"Jan 2005","start_date":"Jan 1997","subtitle":"Kindred at Home","title":"Office Manager"},{"description":"Responsible for a variety of clerical duties that supported productivity, efficiency and meeting critical deadlines for the Pinellas County Home Health Agency Director. Created marketing tools/brochures on a desktop publisher resulting in decreased expense and increased market visibility. Human Resource liaison between the Hospital and the off-site home care agency. Reconfigured office systems/processes to comply with standards of practice. Coordinated office relocation in 1997.","duration":"Jan 1995 Jan 1997 2 years 1 month","duration_short":"2 years 1 month","end_date":"Jan 1997","start_date":"Jan 1995","subtitle":"Kindred at Home","title":"Administrative Assistant"},{"description":"Responsible for all data entry required, ensured clinical notes were turned in and completed in a timely manner. Crosschecked all billing to meet Medicare compliance. Managed all tracking functions, compliance, and data entry of personnel files. Met deadlines with tight turnaround times that required a high degree of accuracy and productivity.","duration":"May 1993 Jan 1995 1 year 9 months","duration_short":"1 year 9 months","end_date":"Jan 1995","start_date":"May 1993","subtitle":"Kindred at Home","title":"Payroll, Billing and Personnel Clerk"}],"url":"https://www.linkedin.com/company/kindred-at-home"}]', '["Derek Nordman ““Unequivocally dependable” is the phrase that comes to mind when I think about Lisa. I’ve had the pleasure of working with Lisa for nearly 16 years, during which Lisa led our clinical product line project management. Above all, I was impressed with Lisa’s ability to manage multiple priorities, work within a team or individually, as well as always delivering more than expected. And, of course, her flexibility. Lisa would be a true asset for any position requiring organization and execution and comes with my heartfelt recommendation.”","Jennifer Ellis “Lisa is a trustworthy, highly organized, dependable self-starter who works well in both independent and team environments. Lisa positively leverages her talents to identify individual and teams needs, she then collaborates to routinely uncover and collectively optimize resources in order to reach shared goals. Lisa readily anticipates business needs, she routinely facilitates timely accomplishment of project milestones, fosters seamless interface of pivotal processes and effectively supports interdepartmental execution to achieve key performance indicators. Lisa can work independently and is able to follow through to ensure the job gets done. She is flexible and willing to work on any project that is assigned to her. Lisa is quick to volunteer to assist others and regularly contributes to improve areas of company operations as well. Lisa is a tremendous asset to any organization and it is my privilege to endorse her with my highest recommendation. ”"]']### Assistant: The agent's job is to oversee day-to-day operations at a health center, and today, the agent is reaching out to the user to discuss potential collaboration on a project related to data collection and management.
|
### Human: Agent: ['Tim Sanford', 'Extensive experience in sales, account management and customer service in merchant services, technology, business services, adventure sports and hospitality. Primary foci on: team management, business development, team training and coaching. Passionately involved in adventure sports coaching/training and event planning. Specialties: Sales, customer service, account management, cold calling, creative problem solving, crm, customer relations, training, team management, microsoft excel, microsoft office, microsoft outlook, microsoft powerpoint, microsoft word, networking, presentation skills, problem solving, production, promotional materials, proposal writing, reports, research, retail sales, sales', 'Owner at Paddle Method and 360 Go Anywhere', '360 Go Anywhere', '[{"company":"360 Go Anywhere","company_id":null,"location":"Greater Los Angeles Area","positions":[{"description":"The first high performance Inflatable stand up paddleboards built to take you anywhere there\'s water! The first high performance Inflatable stand up paddleboards built to take you anywhere there\'s water!","duration":"Jan 2014 - Present 8 years 7 months","duration_short":"8 years 7 months","end_date":"Present","start_date":"Jan 2014","subtitle":"360 Go Anywhere","title":"Owner"}],"url":""},{"company":"Paddle Method","company_id":null,"location":"Greater Los Angeles Area","positions":[{"description":"LA\'s Premier Source for Stand Up Paddleboard Lessons, Rentals, Workouts and Tours -- Fun and Adventure on the Water for All Ages! LA\'s Premier Source for Stand Up Paddleboard Lessons, Rentals, Workouts and Tours -- Fun and Adventure on the Water for All Ages!","duration":"Jan 2013 - Present 9 years 7 months","duration_short":"9 years 7 months","end_date":"Present","start_date":"Jan 2013","subtitle":"Paddle Method","title":"Owner/lead instructor"}],"url":""},{"company":"PPS Merchant Services","company_id":null,"location":"","positions":[{"description":"Recruited by nationally recognized top ten sales office to develop new accounts in a variety of industries including: Restaurants, Retail, Automotive, Aviation, Hospitality and Healthcare Responsible for developing on-going, progressive, solution based customer service and training toolsDeveloped targeted client list through research including: on-line, networking, yellow pages, creative thinking, cold calling, referrals and hunter attitude Proficient use of CRM for tracking, prospect development and maintenance of leads and referrals insuring timely follow up and superior customer service levelsWrote proposals, presented packages, upgrades, and presentations for first time users and in securing business from competitorsTrained end-users, installed hard/soft ware and upgrades, on going service calls Contractually secured $24 Million dollars in retail sales volume and ongoing revenue stream through repeat business with customersDeveloped repeat/loyalty/referral accounts through integrity based, holistic and consistent account service and effective problem solvingProvided detailed reporting of updated contact lists, forecasting, pipeline, and activity reporting now utilized company wideTop Sales Producer in Los Angeles Office 2008 YTD Established high volume \\"Premiere Account\\" systems from scratch now generating $2M/month in new revenuesEnergized attitude lead to promotion to Senior Account Executive after 6 MonthsInitiated cross-industry, multi-level gift card program to bolster neighborhood commerce with $100 million dollar annual revenue stream to local business association","duration":"Jan 2007 - Present 15 years 7 months","duration_short":"15 years 7 months","end_date":"Present","start_date":"Jan 2007","subtitle":"PPS Merchant Services","title":"Sales Manager"}],"url":""},{"company":"Santa Monica Daily Press Business Advisory Center","company_id":null,"location":"Los Angeles, CA","positions":[{"description":"Contax Growth Strategies is an innovative business development agency offering a suite of services aimed at taking today’s best ideas to market. In an entrepreneurial environment, leading ideas have to compete for visibility, market share, partnership support, distribution channels and brand recognition. Our clients our carefully selected leading high-growth companies with a unique and quality service offering. We focus on growing companies in the business services and technology services category from $0 to $20 million in revenue. Our job is to increase revenue through a dedicated sales effort and to make sure our clients’ products and services are known by their target market.","duration":"Feb 2011 Mar 2013 2 years 2 months","duration_short":"2 years 2 months","end_date":"Mar 2013","start_date":"Feb 2011","subtitle":"Santa Monica Daily Press Business Advisory Center","title":"Contax Growth Strategies"}],"url":""},{"company":"ProSUPshop","company_id":null,"location":"Santa Monica, California","positions":[{"description":"The Stand Up Paddleboard Authority!Sales, rentals, lessons, workouts and excursions! A.S.I, Paddlefit and WPA certified instructor and tour leader. The Stand Up Paddleboard Authority!Sales, rentals, lessons, workouts and excursions! A.S.I, Paddlefit and WPA certified instructor and tour leader.","duration":"Jan 2011 Mar 2013 2 years 3 months","duration_short":"2 years 3 months","end_date":"Mar 2013","start_date":"Jan 2011","subtitle":"ProSUPshop","title":"Co-founder, Lead instructor"}],"url":""},{"company":"Los Angeles Unified School District","company_id":"los-angeles-unified-school-district","location":"","positions":[{"description":"Collected and analyzed a combination of qualitative and quantitative data, Contributed to the writing of formative and summative reports submitted to key district stakeholders for two major district initiatives.Tools Utilized: Excel, MS Word, Outlook, PowerPoint, Rubrics and Scale development, coding interview data. Contributed to the writing and participated in the presentation of preliminary findings to district superintendents. Collected and analyzed a combination of qualitative and quantitative data, Contributed to the writing of formative and summative reports submitted to key district stakeholders for two major district initiatives.Tools Utilized: Excel, MS Word, Outlook, PowerPoint, Rubrics and Scale development, coding interview data. Contributed to the writing and participated in the presentation of preliminary findings to district superintendents.","duration":"Oct 2004 Jun 2008 3 years 9 months","duration_short":"3 years 9 months","end_date":"Jun 2008","start_date":"Oct 2004","subtitle":"Los Angeles Unified School District","title":"Data Analyst"}],"url":"https://www.linkedin.com/company/los-angeles-unified-school-district"},{"company":"Hospitality Industry","company_id":null,"location":"","positions":[{"description":"","duration":"Jan 1998 Jan 2007 9 years 1 month","duration_short":"9 years 1 month","end_date":"Jan 2007","start_date":"Jan 1998","subtitle":"Hospitality Industry","title":"Bar Manager"}],"url":""}]', '["Rina Hoffer “Tim provided an invaluable contribution to a major research study. His insights, wit and charm added levity to a laborious analysis of a large data set of qualitative narrative. He became very involved as both a sounding board and as an editor in the final version of the report. I highly recommend Tim as a diligent, respectful, and amusingly hard worker and would be happy to involve him in any new endeavor.”","Gregory P. Brown “Tim Sanford has really been a real pleasure to work with. In my opinion, his greatest attribute is his constant thirst for seeking for new ideas, partnerships and opportunities for new business. He is friendly and very likeable, which has translated into more closed deals and positive relationships with our agents and business partners. Despite my own strong personal experience, I have learned quite a few things from Tim and can wholeheartedly recommend him to any employer looking for a reliable and talented team player.”"]']
User: ['Courtney Gresik', '15+ year veteran of Action Sports Industry. Current Vice President & General Manager of Dew Tour with a demonstrated history of working in media + event strategy and production. Skilled in Business Planning, Management, Media, Integrated Partnerships, Marketing, Content, and Operations. MBA and BS in Business/Finance from San Diego State University.', 'Vice President and General Manager, Dew Tour', 'Adventure Sports Network', '[{"company":"Adventure Sports Network","company_id":"adventuresportsnetwork","industry":"Media Production","location":null,"positions":[{"description":"","duration":"Aug 2019 - Present 2 years 4 months","duration_short":"2 years 4 months","end_date":"Present","start_date":"Aug 2019","subtitle":"Adventure Sports Network","title":"Vice President and General Manager, Dew Tour"},{"description":"","duration":"Apr 2016 Aug 2019 3 years 5 months","duration_short":"3 years 5 months","end_date":"Aug 2019","start_date":"Apr 2016","subtitle":"Adventure Sports Network","title":"Director of Business & Partnerships, Dew Tour"}],"url":"https://www.linkedin.com/company/adventuresportsnetwork"},{"company":"TEN: The Enthusiast Network","company_id":"enthusiastnetwork","location":"Carlsbad, California","positions":[{"description":"","duration":"Nov 2014 Apr 2016 1 year 6 months","duration_short":"1 year 6 months","end_date":"Apr 2016","start_date":"Nov 2014","subtitle":"TEN: The Enthusiast Network","title":"Business Manager"}],"url":"https://www.linkedin.com/company/enthusiastnetwork"},{"company":"World Surf League","company_id":"worldsurfleague","location":"Santa Monica, California","positions":[{"description":"","duration":"Jul 2013 Nov 2014 1 year 5 months","duration_short":"1 year 5 months","end_date":"Nov 2014","start_date":"Jul 2013","subtitle":"World Surf League","title":"Finance Manager"}],"url":"https://www.linkedin.com/company/worldsurfleague"},{"company":"Transworld Business","company_id":"transworld-media","location":"","positions":[{"description":"","duration":"Dec 2007 Jun 2013 5 years 7 months","duration_short":"5 years 7 months","end_date":"Jun 2013","start_date":"Dec 2007","subtitle":"Transworld Business","title":"Business Manager"}],"url":"https://www.linkedin.com/company/transworld-media"},{"company":"DivX, LLC","company_id":"divx-inc.","location":"","positions":[{"description":"","duration":"Jan 2007 Dec 2007 1 year","duration_short":"1 year","end_date":"Dec 2007","start_date":"Jan 2007","subtitle":"DivX, LLC","title":"Financial Analyst"}],"url":"https://www.linkedin.com/company/divx-inc."},{"company":"Transworld Business","company_id":"transworld-media","location":"","positions":[{"description":"","duration":"Nov 2005 Jan 2007 1 year 3 months","duration_short":"1 year 3 months","end_date":"Jan 2007","start_date":"Nov 2005","subtitle":"Transworld Business","title":"Staff Accountant"}],"url":"https://www.linkedin.com/company/transworld-media"},{"company":"Booz Allen Hamilton","company_id":"booz-allen-hamilton","location":"","positions":[{"description":"","duration":"Oct 2004 Nov 2005 1 year 2 months","duration_short":"1 year 2 months","end_date":"Nov 2005","start_date":"Oct 2004","subtitle":"Booz Allen Hamilton","title":"Consultant - Department of Defense"}],"url":"https://www.linkedin.com/company/booz-allen-hamilton"},{"company":"La Jolla Institute for Wealth Management","company_id":null,"location":"","positions":[{"description":"","duration":"Jun 2003 Oct 2004 1 year 5 months","duration_short":"1 year 5 months","end_date":"Oct 2004","start_date":"Jun 2003","subtitle":"La Jolla Institute for Wealth Management","title":"Portfolio Analyst"}],"url":""}]', '["Marc Fiore “During my time TransWorld Media, I had the pleasure of working with Courtney. Always diligent and professional, she went above and beyond the norm and performed at the highest level. The quality of her work exceeds the norm and her contribution to the organization was always valued.”","Rina Viray Murray “I worked with Courtney Gresik at Transworld Media for six years where she was our Business Manager. At the time, the Transworld Group consisted of seven national print titles, each with a website, video content and merchandising - all supported with departments for editorial, art, marketing etc. Among other things, Courtney had to wrangle all these departments during budgeting and quarterly reforecasting, in addition to keeping all team budgets on track in the day to day. She and I worked closely during magazine issue close dates to finalize print manufacturing expenses each month. She is a quick study and was able to grasp magazine manufacturing processes and costs very quickly. Ultimately she could calculate the most cost effective book sizes on her own with a positive impact to the bottom line. Courtney is a very effective communicator and well liked by her colleagues. She is a consummate professional handling multiple projects and personalities in a fast paced and often stressful environment with grace. I highly recommend Courtney Gresik for any company looking to hire a sharp employee who is a critical thinker and has tremendous business acumen.”"]']### Assistant: The agent's job is to develop business partnerships and integrated partnerships, and today the user is reaching out to the agent because they need assistance in planning and executing a media event for their adventure sports network.
|
Subsets and Splits
No community queries yet
The top public SQL queries from the community will appear here once available.