text
stringlengths 1.8k
39.4k
|
|---|
### Human: Agent: ['Anita Knotts', 'Anita Knotts is a highly accomplished senior financial executive, TEDx speaker, and Founder/CEO of Lotus Women’s Institute, a company working passionately to bring more women and people of color into the wealth management industry. With vast expertise in sales, marketing, and business development in the competitive wealth management market, Anita has leveraged her outstanding leadership and communication skills to recruit, develop and lead diverse teams that produce exceptional results. She believes the wealth management industry is at a critical juncture, and firms that implement initiatives to hire diverse teams--specifically for frontline roles--will have a competitive edge by serving the client of the future better. Connect with Anita on LinkedIn, Facebook, Twitter, and Instagram. And for more information and to subscribe to her free weekly email--visit www.lotuswomensinstitute.com.', "Founder, CEO at Lotus Women's Institute", "Lotus Women's Institute", '[{"company":"Lotus Women\'s Institute","company_id":"thelotusimpact","industry":"Financial Services","location":"","positions":[{"description":"Lotus Women\'s Institute LLC is on a mission to train and develop women for the financial services industry as well as educate women in financial literacy. Financial empowerment is women\'s empowerment! Lotus Women\'s Institute LLC is on a mission to train and develop women for the financial services industry as well as educate women in financial literacy. Financial empowerment is women\'s empowerment!","duration":"Mar 2021 - Present 1 year 2 months","duration_short":"1 year 2 months","end_date":"Present","start_date":"Mar 2021","subtitle":"Lotus Women\'s Institute","title":"Founder, CEO"}],"url":"https://www.linkedin.com/company/thelotusimpact"},{"company":"Calamos Wealth Management","company_id":"calamos-wealth-management","location":null,"positions":[{"description":"Led client experience committee consisting of cross-business-unit team members. Delivered client service model to achieve consistent client experience and quality of service. Created high-performing culture in which people operated to deliver strong client outcomes. Accountable for client satisfaction and client service experience.Accomplishments:Achieved annualized client retention rate of 97%.Increased assets under management (AUM) by 30% in challenging 2020 business climate.Established consistency in how client data captured in CRM platform.Continued to represent Calamos Wealth Management brand in community.","duration":"Jul 2019 2021 2 years","duration_short":"2 years","end_date":"2021","start_date":"Jul 2019","subtitle":"Calamos Wealth Management","title":"Senior Vice President, Head of Client Relationship Management"},{"description":"Charged with developing and executing firm’s growth strategy in Midwest region. Recruited, hired, managed, and developed director of marketing, director of operations, project manager, administrative assistant, and team of four wealth advisors and two client service associates. Led efforts to provide highest level of service and meet wealth management needs of high-net-worth individuals, families, family offices, and foundations.Business Development Accomplishments:Played key role in 22% annualized AUM growth, 95% annualized retention rate, and 93% annualized AUM retention rate with 20% operating margins during tenure.Impacted 34% AUM increase in Midwest sales team and capture of highest average fee in all three regions in 2019 by coaching team to target direct sales and reduce reliance on third-party referral channels.Performed instrumental role in recruiting, hiring, and growing team from 12 in 2014 to 32 in 2019, and client base from 650 in 2014 to over 900 in 2019.Supported president actively by engaging in recruitment of chief investment officer and head of wealth planning and trust.Diversity and Inclusion Initiatives:Initiated and launched Women & Wealth initiative, designed to educate, encourage, and empower women to take ownership of financial independence.Realized 200% increase in referrals of women and by women in two years.Spearheaded and launched Calamos Women’s Initiative Network (WIN) in 2016 for women employees to connect, mentor, and discuss professional development topics. Served as founding member of Calamos Diversity & Inclusion Task Force.Marketing Accomplishments:Earned national recognition with win of InvestmentNews Diversity & Inclusion Award, See It, Be It Role Model, 2019.Garnered increased online presence by driving development of social media campaigns, and enhanced client experience through redesign of online portal.","duration":"Aug 2002 Jul 2019 17 years","duration_short":"17 years","end_date":"Jul 2019","start_date":"Aug 2002","subtitle":"Calamos Wealth Management","title":"Sr. Vice President, Wealth Management"}],"url":"https://www.linkedin.com/company/calamos-wealth-management"},{"company":"Wells Fargo","company_id":"wellsfargo","location":"","positions":[{"description":"","duration":"Oct 1999 May 2002 2 years 8 months","duration_short":"2 years 8 months","end_date":"May 2002","start_date":"Oct 1999","subtitle":"Wells Fargo","title":"Product Development Manager"}],"url":"https://www.linkedin.com/company/wellsfargo"},{"company":"Donaldson, Lufkin & Jenrette","company_id":"donaldson-lufkin-&-jenrette","location":"","positions":[{"description":"","duration":"Jun 1994 Aug 1999 5 years 3 months","duration_short":"5 years 3 months","end_date":"Aug 1999","start_date":"Jun 1994","subtitle":"Donaldson, Lufkin & Jenrette","title":"Sales Associate"}],"url":"https://www.linkedin.com/company/donaldson-lufkin-&-jenrette"}]', '["BethAnne Panos “First and foremost, Anita shines as a highly-skilled innovative business leader. Her success in the financial services industry is built on her passion for educating clients and helping others achieve their goals. Anita brings her energy, determination and integrity to the business world and to the greater community. She empowers others to succeed, and it has been my pleasure seeing the impact she makes in the lives of her clients and our community for over a decade. As a mentor for emerging leaders and an advocate for diversity and inclusion, others will also find success thanks to her collaborative leadership.”","Steve Klouda, CFA “I have known Anita for two decades and she continues to impress me. Having worked with her for 13 years, I can attest that you won’t find anyone better at managing client relationships. Countless times, she was able to handle tough situations which included having difficult conversations with a wide range of investors. Of late, I have been particularly impressed with her women\'s advocacy work. Her initiatives have done wonders for her firm’s brand recognition in both the community and the industry. Whether it is as an executive, volunteer, or speaker, Anita is a leader and an asset to any team. ”"]']
User: ['Emily Barthol', 'Event Professional with varied background including team management, human resources, and finance.', "Sales Manager, Grocery Direct at Jeni's Splendid Ice Creams", "Jeni's Splendid Ice Creams", '[{"company":"Jeni\'s Splendid Ice Creams","company_id":"jenisicecreams","industry":"Food and Beverage Manufacturing","location":null,"positions":[{"description":"","duration":"Dec 2020 - Present 1 year 1 month","duration_short":"1 year 1 month","end_date":"Present","start_date":"Dec 2020","subtitle":"Jeni\'s Splendid Ice Creams","title":"Sales Manager, Grocery Direct"},{"description":"","duration":"Mar 2020 Dec 2020 10 months","duration_short":"10 months","end_date":"Dec 2020","start_date":"Mar 2020","subtitle":"Jeni\'s Splendid Ice Creams","title":"Customer Support Specialist"}],"url":"https://www.linkedin.com/company/jenisicecreams"},{"company":"Jorgensen Farms","company_id":"jorgensen-farms-llc","location":"Columbus, Ohio Area","positions":[{"description":"CUSTOMER SERVICE Greet guests, handle inquiries, and provide informative, fun facility toursFacilitate event sales by communicating with all prospective special event clients via email, by phone, and in person to explain venue services and guide clients through the contract processOFFICE MANAGEMENTMaintain cleanliness of and facilitate maintenance for guest spaces and kitchenManage procurement and inventory for office and telecommunication suppliesAdministrate in-house event software and GSuite for office staffHandle timely invoicing for approximately 200 event clients annuallyUtilize QuickBooks for managing bookkeeping data and Accounts PayableHUMAN RESOURCESRecruiting, interviewing, writing job descriptions and employee orientationOngoing employee support and file maintenance for 65 staff membersAdministrate and troubleshoot timekeeping and payroll systemsCreate and analyze labor reportsDevelop and distribute company policies with CEO and legal counselCollaborate with team members to evaluate processes and complete projects","duration":"Jul 2014 Mar 2020 5 years 9 months","duration_short":"5 years 9 months","end_date":"Mar 2020","start_date":"Jul 2014","subtitle":"Jorgensen Farms","title":"Office Manager"}],"url":"https://www.linkedin.com/company/jorgensen-farms-llc"},{"company":"NorthPointe Hotel and Conference Center","company_id":null,"location":"Lewis Center, Ohio","positions":[{"description":"Collaborating with clients and NorthPointe\'s Event Team to create and execute amazing onsite weddings and special events!My position involved leading a team of professional servers and bartenders to carry out event orders; creating and communicating team member schedules; coordinating with other departments to ensure proper event preparation and execution; conducting employee reviews; developing and implementing employee training and on-boarding processes; and interviewing and hiring team members.","duration":"Apr 2013 Jul 2014 1 year 4 months","duration_short":"1 year 4 months","end_date":"Jul 2014","start_date":"Apr 2013","subtitle":"NorthPointe Hotel and Conference Center","title":"Catering Events Manager"}],"url":""},{"company":"NorthPointe Hotel & Conference Center","company_id":null,"location":"Lewis Center, Ohio","positions":[{"description":"Assisting the Catering Department with planning and execution of onsite weddings and social events Assisting the Catering Department with planning and execution of onsite weddings and social events","duration":"Aug 2012 Apr 2013 9 months","duration_short":"9 months","end_date":"Apr 2013","start_date":"Aug 2012","subtitle":"NorthPointe Hotel & Conference Center","title":"Catering Sales Coordinator"}],"url":""},{"company":"Aramark","company_id":null,"location":"Greater Columbus Convention Center","positions":[{"description":"","duration":"Sep 2012 Dec 2012 4 months","duration_short":"4 months","end_date":"Dec 2012","start_date":"Sep 2012","subtitle":"Aramark","title":"Hospitality Intern"}],"url":""},{"company":"Macy\'s","company_id":"macy","location":"","positions":[{"description":"","duration":"Nov 2010 Aug 2012 1 year 10 months","duration_short":"1 year 10 months","end_date":"Aug 2012","start_date":"Nov 2010","subtitle":"Macy\'s","title":"Gift Registry Consultant"}],"url":"https://www.linkedin.com/company/macy"},{"company":"Snowville Creamery","company_id":null,"location":"","positions":[{"description":"","duration":"Oct 2010 Mar 2012 1 year 6 months","duration_short":"1 year 6 months","end_date":"Mar 2012","start_date":"Oct 2010","subtitle":"Snowville Creamery","title":"Member of Tasting Team"}],"url":""},{"company":"Courtyard by Marriott at the Columbus Airport","company_id":null,"location":"","positions":[{"description":"","duration":"Jun 2011 Sep 2011 4 months","duration_short":"4 months","end_date":"Sep 2011","start_date":"Jun 2011","subtitle":"Courtyard by Marriott at the Columbus Airport","title":"Sales Intern"}],"url":""},{"company":"MassMutual and Lehigh Valley Financial Groups","company_id":"massmutual-greater-philadelphia","location":"Center Valley, PA","positions":[{"description":"","duration":"Jan 2008 Aug 2010 2 years 8 months","duration_short":"2 years 8 months","end_date":"Aug 2010","start_date":"Jan 2008","subtitle":"MassMutual and Lehigh Valley Financial Groups","title":"Financial Advisor"}],"url":"https://www.linkedin.com/company/massmutual-greater-philadelphia"},{"company":"Quilter\'s Paradise","company_id":null,"location":"","positions":[{"description":"","duration":"Jan 2000 Dec 2007 8 years","duration_short":"8 years","end_date":"Dec 2007","start_date":"Jan 2000","subtitle":"Quilter\'s Paradise","title":"Technical Assistant"}],"url":""},{"company":"Lehigh University","company_id":"lehigh-university","location":"","positions":[{"description":"","duration":"Sep 2005 Jul 2006 11 months","duration_short":"11 months","end_date":"Jul 2006","start_date":"Sep 2005","subtitle":"Lehigh University","title":"Research Assistant, Psychology Department"}],"url":"https://www.linkedin.com/company/lehigh-university"},{"company":"Halsey Farm","company_id":null,"location":"","positions":[{"description":"","duration":"Apr 2000 Apr 2005 5 years 1 month","duration_short":"5 years 1 month","end_date":"Apr 2005","start_date":"Apr 2000","subtitle":"Halsey Farm","title":"Sales Associate"}],"url":""}]', '["Dr. Nicole Muschett, DC “Emily is very good at what she does. She took time to explian everything over and over again until we got it. She also checks up on us to make sure there are no questions and to see that we are on track. I would highly recommend her as a financila planner.”","Sarah Bombard “Emily is patient, thorough in her research, and dedicated to finding the right financial services for her clients. I\'m always impressed by her willingness to learn, as well as her passion for having the product match the need.”"]']### Assistant: The agent's job is to connect with professionals in the event industry, and today the user is reaching out to the agent because they need financial advice and assistance for their event planning business.
|
### Human: Agent: ['Nisar Pattasseri', '• Swift, Objective-C, Cocoa, macOS, iOS Senior Lead Engineer • Over 15 years of hands-on experience in developing applications on macOS and iOS Platforms• Successfully executed multiple projects at same time, in high pressure situations.• Ability to execute software projects single handedly.• Hands-on experience in macOS SDK, iOS SDK, Android SDK and NDK.• Extensive working experience in SIP Endpoint and VoIP applications.• Experience in developing applications and games using OpenGL and OpenGL ES in iOS, macOS and Windows platforms.• Experience in graphics programming using on both Mac and Windows platform.• Experience in Mac device driver development using IOKit.• Extensive experience in building reusable Frameworks, libraries and plugins for macOS and iOS applications• Audio Visual programming experience in Mac, iOS and Android platforms.• Experience in porting applications from other platforms to Mac and iOS.• Developed Client/Server audio/video streaming applications for iOS/Android and Linux/Mac.• Experience in setting up Continuous Integration (Build Automation) environment for both Mac and iOS.• Development experience in Linux.', 'Senior Software Engineer at Apple', 'Apple', '[{"company":"Apple","company_id":"apple","industry":"Consumer Electronics","location":"San Francisco Bay Area","positions":[{"description":"","duration":"Sep 2017 - Present 4 years 1 month","duration_short":"4 years 1 month","end_date":"Present","start_date":"Sep 2017","subtitle":"Apple","title":"Senior Software Engineer"}],"url":"https://www.linkedin.com/company/apple"},{"company":"EXILANT Technologies Private Limited","company_id":"exilant","location":null,"positions":[{"description":"","duration":"Nov 2015 Aug 2017 1 year 10 months","duration_short":"1 year 10 months","end_date":"Aug 2017","start_date":"Nov 2015","subtitle":"EXILANT Technologies Private Limited","title":"System Analyst II"},{"description":"","duration":"Dec 2013 Oct 2015 1 year 11 months","duration_short":"1 year 11 months","end_date":"Oct 2015","start_date":"Dec 2013","subtitle":"EXILANT Technologies Private Limited","title":"Technical Project Manager"}],"url":"https://www.linkedin.com/company/exilant"},{"company":"RM Education Solutions India","company_id":"rm-education-solutions-india","location":"Thiruvananthapuram Area, India","positions":[{"description":"","duration":"Sep 2010 Nov 2013 3 years 3 months","duration_short":"3 years 3 months","end_date":"Nov 2013","start_date":"Sep 2010","subtitle":"RM Education Solutions India","title":"Senior Development Lead"}],"url":"https://www.linkedin.com/company/rm-education-solutions-india"},{"company":"Sourcebits LLC","company_id":"sourcebits","location":"Bangalore Area, India","positions":[{"description":"","duration":"May 2008 Aug 2010 2 years 4 months","duration_short":"2 years 4 months","end_date":"Aug 2010","start_date":"May 2008","subtitle":"Sourcebits LLC","title":"Project Lead"}],"url":"https://www.linkedin.com/company/sourcebits"},{"company":"Atheeva Technologies","company_id":"atheeva-technologies","location":"Cochin Area, India","positions":[{"description":"","duration":"Oct 2005 Apr 2008 2 years 7 months","duration_short":"2 years 7 months","end_date":"Apr 2008","start_date":"Oct 2005","subtitle":"Atheeva Technologies","title":"Engineer - Multimedia Software Team"}],"url":"https://www.linkedin.com/company/atheeva-technologies"},{"company":"Mebron Technologies (P) Ltd","company_id":"mebron","location":"Calicut Area, India","positions":[{"description":"","duration":"May 2004 Sep 2005 1 year 5 months","duration_short":"1 year 5 months","end_date":"Sep 2005","start_date":"May 2004","subtitle":"Mebron Technologies (P) Ltd","title":"Software Engineer"}],"url":"https://www.linkedin.com/company/mebron"}]', '["Mohsin Khawas “Nisar is one of the highly talented person I have ever met in my career. We both have worked together in multiple projects and companies. He is passionate and has vast expertise in Apple technologies, whether it is macOS, iOS, Swift, Objective C and Cocoa. His skillset are vast, which includes desktop, mobile, frameworks, plugins, and even CI. He has leadership qualities and he has delivered projects from requirements to release. Nisar communicates well with the business users, his team and management. He is much aware of Industry standard process like Agile, waterfall and always goes with the instinct of \\"doing the right thing\\", right design and efficient code. Nisar is an excellent team player, who has built teams from scratch, climbed corporate ladder so quick, once he was awarded \\"youngest Development Lead\\" in a Multi National company. Couple of times Nisar was pulled into critical projects that were in crisis, which he successfully resolved and delivered those on time. That speaks itself very much about him. It\'s a delight to work with him, he is definitely a \\"priceless\\" asset to the company and team.”","Rahul Nandakumar “Nisar is always committed to delivering good quality work and is an acknowledged expert in Mac and i OS development. Nisar helped me with a POC work for iPhone by developing an application in less than a week. He is a star!”"]']
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 technical consultation and support for software development projects. Today, the user is reaching out to the agent because they need assistance in integrating a new electronic control system into their production line.
|
### Human: Agent: ['Farhanah Sheets', "I love solving puzzles & learning something new every day. I aspire to help build products that directly impact & help people better their own lives. I believe that focusing on people's workflows & needs will help to create high-quality products & drive the underlying technical decisions that need to be made. I love meeting new people, hearing their stories, & collaborating to bring different ideas & viewpoints into projects. I have worked with colleagues & clients globally allowing me to gain experience with numerous industries, technologies, & cultures. I am an eager & dedicated learner with the ability to pick up new skills & the drive to adapt to new roles & responsibilities as needed to help my team succeed. #becurious #askquestions #helpothers #love", 'Sr TPM @ MSFT | Adventurer | Learner | Helper', 'Microsoft', '[{"company":"Microsoft","company_id":"microsoft","industry":"Software Development","location":"Massachusetts, United States","positions":[{"description":"The Commercial Software Engineering team (CSE) is a global engineering organization that works directly with the largest companies and not-for-profits in the world to tackle their most significant technical challenges. We’ve helped customers do everything from using AI and deep learning to create sustainable farming practices, protecting rhinos in South Africa with facial recognition to using blockchain to accelerate and secure payments in the travel industry. All in partnership with their developer teams.Every day, this global team of incredibly talented people helps other developers create and utilize technology to achieve more. We will work on just about anything: blockchain, mobile apps, cloud services, big data ingestion problems, artificial intelligence, and machine learning – you name it. The Microsoft CSE team works closely with customers to find creative solutions while also upskilling their developers to carry the project forward to a production-ready solution.As a Technical Program Manager within CSE I work directly with a Microsoft Dev Crew, our PMO, and our customer developer teams. We work in a \\"code-with\\" manner with customers to define the problem that needs to be solved and the scope of our shared project. I then continue to work closely with our joint dev crew to ensure that we deliver a solution that meets the success criteria we have defined and provide a solution that not only solves the problem but sets our customers up for long term success.","duration":"Aug 2020 - Present 1 year 9 months","duration_short":"1 year 9 months","end_date":"Present","start_date":"Aug 2020","subtitle":"Microsoft","title":"Senior Technical Program Manager - CSE"}],"url":"https://www.linkedin.com/company/microsoft"},{"company":"edX","company_id":"edx","location":null,"positions":[{"description":"I was the Engineering lead and Manager for the edX Online Campus product. While transitioning from my role as the lead for Sustaining & Escalations, I worked with my Product Manager and Engineering Director to build a brand new team within edX to build out new features and capabilities in order to provide additional access and resources for Academic institutions. The team was composed of multiple new hires that needed to be onboarded and introduced to our system and our new, fully remote workflows. I was able to help lead the team and iron out technical specifications from our product specifications and goals. The team was able to come together and form relationships even without having met in person, as well as become comfortable reaching out to others in the org to help unblock issues and move the project forward.","duration":"May 2020 Aug 2020 4 months","duration_short":"4 months","end_date":"Aug 2020","start_date":"May 2020","subtitle":"edX","title":"Engineering Manager, edX Online Campus"},{"description":"I was the Engineering lead and manager for the Sustaining and Escalations team at edX. This team comprised of 12 individuals across three teams both in Cambridge, MA and Lahore, Pakistan. I built real relationships with my team members, even across borders and time zones. I worked as our Engineering Product Owner within Cambridge to clear any confusion over time zones as well as prioritizing incoming tasks from across our system. The domains that we may address include accessibility, security, performance, data inconsistency, as well as learner and educator facing issues.During my time with the team, I defined and rolled out a uniform workflow for all incoming requests across the organization. My team\'s Product Manager and I continuously collaborated with stakeholders across the org to ensure that our workflows are easy to understand and reduced friction between groups. By simplifying the process and empowering the team to own more of the decisions, morale and motivation improved from an engineering perspective. Our stakeholders felt heard and had a better understanding of where their requests stood when they came into our queue.","duration":"Oct 2018 Jul 2020 1 year 10 months","duration_short":"1 year 10 months","end_date":"Jul 2020","start_date":"Oct 2018","subtitle":"edX","title":"Engineering Manager, Sustaining & Escalations"},{"description":"Continued focus on our products supporting course teams and Educators.I was the team\'s interim Team Lead during the summer of 2018. This included continued to work as a developer while leading meetings, working more closely with our Product counterpart to plan our roadmap, working to create project estimates based on cross-functional inputs, and supporting team members as needed.Our team\'s goal was to help reduce any friction course teams have during course creation overall, but focused with the Master\'s experience - all while working to integrate a new technology stack, working cross-functionally with UX, Product, and our Education Services team, as well as ensuring that the products we build meet Web Content Accessibility Guidelines (WCAG).Additional activities- Continued to take part in our Hackathon Working Group whose goal is to make running our Hackathons easier. We work with each of the planning committees to answer any questions and document the process in hopes that the Working Group\'s job will become obsolete.- An active member of our FedX (Front-end Developers @ edX) group. This group is made up of developers from every team within our organization. We meet to discuss our work as well as collaborate to answer overarching architecture or design decisions for the future. We also host office hours for anyone in the organization to attend with their questions.- An active leader within our Women@edX group working to formalize our group\'s activities.- Continued support of our Internship program with ideas on how to improve the process.","duration":"Jul 2018 Oct 2018 4 months","duration_short":"4 months","end_date":"Oct 2018","start_date":"Jul 2018","subtitle":"edX","title":"Senior Software Engineer"},{"description":"Worked on our Studio product for Educators to create courses. Worked with the team to lead the way in bringing React into our front end with a new decoupled repository. Also created new reusable and a11y (accessible) components to our new Paragon repository that is shared across our organization. Our team created a brand new page for course authors to handle all of the files they upload to use within the content of each course. We also created a new image selection modal to help reduce the number of clicks necessary to add an image within their courses.Our team\'s goal is to help reduce any friction course teams have during course creation - all while working to integrate a new technology stack, working cross-functionally with UX, Product, and our Education Services team, as well as ensuring that the products we build meet Web Content Accessibility Guidelines (WCAG).Additional activities- Helped to plan one of our 2017 Hackathons, as well as take part in our Hackathon Working Group whose goal is to make running our Hackathons easier. We work with each of the planning committees to answer any questions and document the process in hopes that the Working Group\'s job will become obsolete.- An active member of our FedX (Front-end Developers @ edX) group. This group meets weekly and is made up of developers from every team within our organization that work on our front end. We meet to discuss our work as well as work together to answer overarching architecture or design decisions for the future. We also host a weekly office hours for anyone in the organization to attend with their questions.- Helped with interviewing and supporting our Internship program which helped to determine some of our onboarding tasks.- Member of our internal Volunteers for Inmates group to try to learn more about our countries prison systems and what we would need to consider to try to get our product available within those walls to help others.","duration":"Sep 2017 Jul 2018 11 months","duration_short":"11 months","end_date":"Jul 2018","start_date":"Sep 2017","subtitle":"edX","title":"Software Engineer"}],"url":"https://www.linkedin.com/company/edx"},{"company":"Boston Children\'s Hospital","company_id":"bostonchildrenshospital","location":"Greater Boston Area","positions":[{"description":"Developer within the Innovation and Digital Health Accelerator Group at Boston Children\'s Hospital working as part of Research and Development. This includes working to learn and create products leveraging SMART on FHIR API integrations and various JavaScript framework standards, including React-Redux, Node.JS, and MEAN.io depending on the needs of the product. Also collecting and analyzing UX feedback from subject matter experts and clinicians to determine the best designs for Research dashboards, Clinical Decision Support & Safety tools, and existing application redesigns.And finally, maintaining production servers including setting up API management gateways, setting up new databases, and managing web service installations and updates.","duration":"Aug 2016 Sep 2017 1 year 2 months","duration_short":"1 year 2 months","end_date":"Sep 2017","start_date":"Aug 2016","subtitle":"Boston Children\'s Hospital","title":"Full Stack Developer"}],"url":"https://www.linkedin.com/company/bostonchildrenshospital"},{"company":"ESPN","company_id":"espn","location":null,"positions":[{"description":"My role in this position has changed over the past couple of years. I began as an engineer maintaining our push application system for our ESPN mobile apps and have become the main point of contact for integration and support of our push applications. Some of my tasks are layed out below.* Created new RESTful APIs for our Alerts & Notifications Platform and became thepoint of contact representative from our team during integration with our mobileapplications on iOS, Android, and Windows Platforms. The release of this work wentsmoothly with a full rework on both the server and client sides as well as notimpacting the fan experience.* Perform daily work with Product Managers, Project Managers, and numerousdomestic and international technology teams to complete product requests andfeatures quickly.* Created test plans to validate that all feature requirements are met whilemaintaining backwards compatibility within our mobile applications during eachrelease cycle. I work closely with QA teams to perform this testing, but have alsotaught the teams how the system should work so that they can manage futureregression tests.* Implement new functionality and features for automated ESPN Alerts, includingSpanish alternatives for NFL and College Football, automated MLB lineups, footballrankings updates, automated podcast notifications, and functionality for day zeroreleases for new OS and device specifications.* Maintain complete code base, documentation, and performance for ESPN Alertsproducts, including everything from leveraging Hadoop for creation of fan activityreports that are used by various business units within the company, maintaining theservices that are used for internal tools and automated alert generation, andverifying the integration of our APIs into the apps on each mobile platform.","duration":"Jul 2014 Aug 2016 2 years 2 months","duration_short":"2 years 2 months","end_date":"Aug 2016","start_date":"Jul 2014","subtitle":"ESPN","title":"Software Engineer II - Alerts and Personalization"},{"description":"I worked with a team to upgrade the back end web services and prepare them for the 2014 ESPN FC redesign and World Cup 2014. This included changing the servlet container and updating the webapp, updating the existing CMS structure for the 100% newly designed site, as well as maintaining stability and resolving issues during World Cup 2014 where ESPN FC received millions of unique visitors per match. Worked with editors in the US and UK to help resolve daily issues. Also worked to prepare ESPN Deportes for an upgrade and regionalized launch for South American regions and US Hispanics.","duration":"Jul 2013 Jul 2014 1 year 1 month","duration_short":"1 year 1 month","end_date":"Jul 2014","start_date":"Jul 2013","subtitle":"ESPN","title":"Software Engineer I - International"},{"description":"• Configured and maintained service clusters that serve thousands of concurrent HTTP requests.• Implemented new functionality and features to ESPN Alerts products that updated and improved the experiences of push notifications and SMS alerts for over one million subscribers.• Worked with services consisting of a proprietary Java framework running on Window Server 2008 backed by a MySQL database.• Provided support to production staff by developing functionality needed to create new web applications and features.• Worked with multiple teams to quickly find and solve day to day issues that arose.","duration":"Feb 2013 Jun 2013 5 months","duration_short":"5 months","end_date":"Jun 2013","start_date":"Feb 2013","subtitle":"ESPN","title":"Software Engineer I - Mobile Engineering"}],"url":"https://www.linkedin.com/company/espn"},{"company":"RoviSys","company_id":"rovisys","location":"Apex, NC","positions":[{"description":"· Learned to work with a new field of software within a short time frame.· Communicated with clients remotely in order to complete the desired projects.· Assisted in correcting outdated live code while on site with a customer.· Acquired knowledge of C#, VBA, and brand new SDK tools quickly · Learned to work with a new field of software within a short time frame.· Communicated with clients remotely in order to complete the desired projects.· Assisted in correcting outdated live code while on site with a customer.· Acquired knowledge of C#, VBA, and brand new SDK tools quickly","duration":"Jan 2012 Feb 2013 1 year 2 months","duration_short":"1 year 2 months","end_date":"Feb 2013","start_date":"Jan 2012","subtitle":"RoviSys","title":"Software Developer"}],"url":"https://www.linkedin.com/company/rovisys"},{"company":"MGSOFT-NET INC.","company_id":null,"location":"Beaver, PA","positions":[{"description":"Working on a personal small side project for MGSOFT-NET Working on a personal small side project for MGSOFT-NET","duration":"May 2011 Dec 2011 8 months","duration_short":"8 months","end_date":"Dec 2011","start_date":"May 2011","subtitle":"MGSOFT-NET INC.","title":"Software Development Contractor"}],"url":""},{"company":"ECI Telecom","company_id":"eci-telecom","location":"Pittsburgh, PA","positions":[{"description":"• Dual-rotation co-op along with a part-time internship between rotations• Worked with a mentor to reverse engineer and design a new version of a stand-alone application that programs field programmable gate arrays• Completed technical documentation, implemented the new design, and performed unit testing for the new program• Updated and fixed multiple bugs in existing code for upcoming releases• Gained knowledge and experience with C++, Perl, and Cons while working with peers from all areas of the company to resolve design issues","duration":"May 2010 Dec 2011 1 year 8 months","duration_short":"1 year 8 months","end_date":"Dec 2011","start_date":"May 2010","subtitle":"ECI Telecom","title":"Software Development Co-op"}],"url":"https://www.linkedin.com/company/eci-telecom"},{"company":"Macy\'s","company_id":"macy","location":"","positions":[{"description":"Worked in nearly every department of the store learning the layouts and products in order to assist any customers as they needed (whether being asked or having walked by with a lost and confused look on their face). Worked in nearly every department of the store learning the layouts and products in order to assist any customers as they needed (whether being asked or having walked by with a lost and confused look on their face).","duration":"Nov 2006 Dec 2009 3 years 2 months","duration_short":"3 years 2 months","end_date":"Dec 2009","start_date":"Nov 2006","subtitle":"Macy\'s","title":"Sales Associate"}],"url":"https://www.linkedin.com/company/macy"}]', '["Seth McCann “Farhanah was the Engineer lead on our product team. She is an amazing manager who clearly loved working with our international team of developers. She was persistent and diligent in her work, she cut through ambiguity with a fearless determination and frankly set people to task and kept things moving. While managing all that, she still exhibited a genuine care for peoples well-being which made working alongside her a joy. ”","Ned Batchelder “Farhanah takes a disciplined, can-do approach to even the most challenging situations. I always felt that if she took something on, I didn\'t have to worry about it anymore. I could count on it being done well.”"]']
User: ['Craig Erickson', 'Skilled project and program manager with experience in building applications in a Fortune 100 company. Expertise in customer relationship management (CRM), data integration, operations and supply chain process improvements. Inquisitive team player with a history of driving innovation and resolving issues through use of engineering and project management techniques', 'Solution Manager', 'Microsoft', '[{"company":"Microsoft","company_id":"microsoft","industry":"Computer Software","location":"Redmond, WA","positions":[{"description":"","duration":"Feb 2017 - Present 5 years","duration_short":"5 years","end_date":"Present","start_date":"Feb 2017","subtitle":"Microsoft","title":"Project Manager"}],"url":"https://www.linkedin.com/company/microsoft"},{"company":"TEKsystems","company_id":"teksystems","location":"","positions":[{"description":"IT Solutions owner supporting development of T-Mobile BI (Business Intelligence) capabilities across finance and supply chain areas. Acting Engagement Manager working directly with business, PMO stakeholders, and managing cross-functional design, development, and test teams. IT Solutions owner supporting development of T-Mobile BI (Business Intelligence) capabilities across finance and supply chain areas. Acting Engagement Manager working directly with business, PMO stakeholders, and managing cross-functional design, development, and test teams.","duration":"Nov 2015 Nov 2016 1 year 1 month","duration_short":"1 year 1 month","end_date":"Nov 2016","start_date":"Nov 2015","subtitle":"TEKsystems","title":"BI Solution Owner at T-Mobile"}],"url":"https://www.linkedin.com/company/teksystems"},{"company":"Caiman Consulting","company_id":"caimanconsulting","location":"Greater Seattle Area","positions":[{"description":"Effectively manage the system integration and data requirements for two large marketing warehouse applications utilizing a variety of Program and Product Management skills:Oversaw the retirement of a large data warehouse system (MSO – Microsoft Organization)• Engaged 30+ internal teams to understand their business needs and identify alternative sources; requiring thoughtful negotiation and tight organization to achieve a mandatory deadline • Saved the company over $800 thousand annually by sun-setting a major system (MSO) that required a range of operations/development/test/pm resources to sustain as well as a costly infrastructure footprint to maintainPart of Solutions Delivery team for MDM Honoring Customer Permissions (HCP) – a primary system used for syndicating customer permissions• Identified features for the application backlog and prioritized them with engineering and consumers of the system • Owned release planning and user acceptance testing• Conducted analysis projects encompassing data hygiene and data trending leading to valuable insights for understanding and improving customer permissions for better marketing outreach• Identified key upstream integration changes possible that can add a million plus contacts for marketing• Found and drove removal of old data reducing 90% of stale information for a key segment of customer contacts• Managed and facilitated the HCP governance process, engaging with key business stakeholders across the company to ensure privacy compliance","duration":"Nov 2012 Nov 2015 3 years 1 month","duration_short":"3 years 1 month","end_date":"Nov 2015","start_date":"Nov 2012","subtitle":"Caiman Consulting","title":"Solution Manager at Microsoft"}],"url":"https://www.linkedin.com/company/caimanconsulting"},{"company":"Microsoft","company_id":"microsoft","location":null,"positions":[{"description":"Utilized my program manager experience with CRM and IT solutions to manage and drive changes to Adplatform Incident Management and Sales applications- increasing revenue and improving C-SAT.• Engaged business stakeholders to understand needs, identify opportunities, define priorities, and develop roadmap • Managed vendor teams to execute spec documentation, design, development, test, and releases for 2 CRM Applications (10+ vendors, 8 major releases per year)• Drove AIMS, Ad incident management application, from inception forward; key accomplishments include:• Growing to 300+ users servicing 140,000 tickets this past year• MTTR (mean time to resolution) decreased from 9 days down to 3 days • Oversaw the cross-enterprise integration with Yahoo for incident management allowing transfer of messages from Yahoo systems to Microsoft AIMS application• Drove AdCRM Platform, tracks the sales pipeline for MS Advertising Sales, key accomplishments include:• Consolidation of 3 regional instances supporting 2000 sales users globally • Enabled lead consumption workflow to support sales assignment and increased sales• Managed integration work with Adexpert for pricing workflow allowing a system for approving and tracking below floor pricing and credits","duration":"Feb 2007 Sep 2012 5 years 8 months","duration_short":"5 years 8 months","end_date":"Sep 2012","start_date":"Feb 2007","subtitle":"Microsoft","title":"Experienced Program Manager"},{"description":"Utilized my experience in relationship marketing and CRM solutions to facilitate projects that improve the overall marketing process and effectiveness for US campaigns and initiatives.• Initiated numerous system process improvements for Lead Generation, increasing the flow of leads from marketing activities to sales for follow-up• Improved Microsoft customer interactions and sales potential by implementing automated and optimized routing of customer information to sales group• Managed operational support team to:• Resolved marketer issues with systems enabling campaign planning, matching and routing of contact data from external and internal sources, and campaign effectiveness reporting.","duration":"Dec 2004 Feb 2007 2 years 3 months","duration_short":"2 years 3 months","end_date":"Feb 2007","start_date":"Dec 2004","subtitle":"Microsoft","title":"Marketing Systems PM"}],"url":"https://www.linkedin.com/company/microsoft"},{"company":"Endeavor Consulting","company_id":"endeavor-consulting","location":"Bellevue, WA","positions":[{"description":"Utilized my development experience with customized marketing data-marts to coordinate with marketers for customer broad reach activities.• Worked with Marketing Managers to develop targeting strategies for over 100 separate marketing campaigns utilizing a variety of data source composed of approximately 30,000,000 individuals associated to millions of organizations.• Provided analysis and strategic guidance for marketing campaign development using customer data. • Managed production staff for list fulfillment supporting campaign execution, post campaign reporting, distribution of customer data, and communication to internal marketing partners.• Managed the usage of various technical tools (Epiphany, SQL, Access, etc) to query databases and manipulate audience and customer data.","duration":"Oct 2002 Dec 2004 2 years 3 months","duration_short":"2 years 3 months","end_date":"Dec 2004","start_date":"Oct 2002","subtitle":"Endeavor Consulting","title":"Project Manager"}],"url":"https://www.linkedin.com/company/endeavor-consulting"},{"company":"Accenture","company_id":"accenture","location":"Seattle, WA","positions":[{"description":"Marketing Database Project, Microsoft, Issaquah, WA • Identified and coordinated changes in data-sources feeding Microsoft’s marketing database.• Examined data architecture ensuring marketing needs were met and gave input for improving data quality.• Coordinated operations management and development resources to resolve integration issues.CRM Data-mart Development Project, Microsoft, Issaquah, WA• Key member of team that created a customized marketing data-mart generated from multiple data sources exceeding both cost and time expectations by 50%.• Customized, coded, and tested extractors bringing source data into a data-mart using Epiphany/SQL 2000.","duration":"Mar 2001 Aug 2002 1 year 6 months","duration_short":"1 year 6 months","end_date":"Aug 2002","start_date":"Mar 2001","subtitle":"Accenture","title":"Counsultant"}],"url":"https://www.linkedin.com/company/accenture"},{"company":"Boeing Commercial Airplanes","company_id":"boeing","location":"Seattle, WA","positions":[{"description":"• Identified and executed long term strategic improvements -reducing cycle time by 33%.• Established critical priorities and provided visibility of progress to senior management.• Formed problem-solving teams focused on fixing the root cause of problems- improving individual production times up to 50%.• Selected for management rotation assignment on a major 747 build position. Addressed build disruptions creating plans for meeting delivery targets. • Identified and executed long term strategic improvements -reducing cycle time by 33%.• Established critical priorities and provided visibility of progress to senior management.• Formed problem-solving teams focused on fixing the root cause of problems- improving individual production times up to 50%.• Selected for management rotation assignment on a major 747 build position. Addressed build disruptions creating plans for meeting delivery targets.","duration":"1996 2001 5 years","duration_short":"5 years","end_date":"2001","start_date":"1996","subtitle":"Boeing Commercial Airplanes","title":"Lead Process Engineer"}],"url":"https://www.linkedin.com/company/boeing"}]', '["Scott Hirnle “I had the privilege of working closely with Craig Erickson during my tenure as the service owner for Microsoft\'s MDM Privacy Platform. It was an absolute pleasure working with Craig on a day-to-day basis for every conceivable piece of the business process. He is extremely detail oriented and can put together data in ways that make connections stand out, bringing with them key pieces of insight. He really digs in and looks for things that may not appear obvious at first glance. I very much appreciated the extra mile that Craig would go on those things that were above and beyond, such as running our ship room calls with India engineering at 10PM or publishing our weekly dashboard in the event that I couldn\'t do it. Craig is also one of the more diplomatic guys that I\'ve worked with, always looking for solutions and angles that meet the needs of all stakeholders. Craig would be a welcome add for any organization looking for a seasoned PM or Solution Manager with great analytical skills. ”","James Henry “Craig and I worked in the same group providing internal business solutions for the OSD business users. Craig enabled process, YoY efficiencies, and great partnerships within the sales and IT organizations.”"]']### Assistant: The agent's job is to manage and drive changes to applications, and today, the agent is reaching out to the user because they need to discuss potential improvements in customer relationship management (CRM) and data integration for their shared project.
|
### Human: Agent: ['Mike Nickells', 'Experienced, award-winning, innovative professional with a proven track record in the creative process from concept to execution. A self-motivated individual with the strong skills and insight to effectively implement both team and individual projects. A creative thinker who is highly skilled at bringing ideas to life through design and promotional development.', 'Graphic Designer at Gatehouse Media', 'GateHouse Media', '[{"company":"GateHouse Media","company_id":"gatehouse-media","industry":"Media Production","location":"Kansas City, Missouri Area","positions":[{"description":"I\'m an one man design team at the Leavenworth office of GateHouse Media. I manage the design workflow of the office from beginning to end including production, design and sending to vendors. Projects I work on include print, web, and booth design. I\'m an one man design team at the Leavenworth office of GateHouse Media. I manage the design workflow of the office from beginning to end including production, design and sending to vendors. Projects I work on include print, web, and booth design.","duration":"2018 - Present 3 years","duration_short":"3 years","end_date":"Present","start_date":"2018","subtitle":"GateHouse Media","title":"Graphic Designer"}],"url":"https://www.linkedin.com/company/gatehouse-media"},{"company":"self employed","company_id":null,"location":"kansas city, mo","positions":[{"description":"I write columns about live music happening in Kansas City and the surrounding areas. My work has been published in the Leavenworth Times, Leavenworth County Living, and other publications. I write columns about live music happening in Kansas City and the surrounding areas. My work has been published in the Leavenworth Times, Leavenworth County Living, and other publications.","duration":"2018 - Present 3 years","duration_short":"3 years","end_date":"Present","start_date":"2018","subtitle":"self employed","title":"Freelance Columnist"}],"url":""},{"company":"Accessible Technologies, Inc","company_id":"accessible-technologies-inc","location":"Kansas City, Missouri Area","positions":[{"description":"As part of a small design/marketing team, my responsibilities vary including design of branding, advertising, catalogs, web pages, apparel, trade show booth design (including SEMA in Las Vegas and Inter Airport Europe in Munich, Germany), product photography, copy writing, and more. I handle each project from the beginning to the end. This includes researching and selecting vendors, cost analysis, and proof of final project. As part of a small design/marketing team, my responsibilities vary including design of branding, advertising, catalogs, web pages, apparel, trade show booth design (including SEMA in Las Vegas and Inter Airport Europe in Munich, Germany), product photography, copy writing, and more. I handle each project from the beginning to the end. This includes researching and selecting vendors, cost analysis, and proof of final project.","duration":"2016 2018 2 years","duration_short":"2 years","end_date":"2018","start_date":"2016","subtitle":"Accessible Technologies, Inc","title":"Graphic Design / Marketing"}],"url":"https://www.linkedin.com/company/accessible-technologies-inc"},{"company":"The Kansas City Star","company_id":"the-kansas-city-star","location":null,"positions":[{"description":"As a member of the special sections / promotions staff I worked both internally with management and sales staff and externally working directly with the client. Projects I\'ve worked on run the gamut from print sections within The Kansas City Star and Ink to building websites to help the sales staff. Clients I\'ve worked with include The Kansas City Royals, American Heart Association, Middle of the Map Fest and the Plaza Art Fair to name a few. I redesigned the Star\'s automotive section renaming it Drive and did the weekly layout for its entire run. I also covered car shows for Drive as a photographer, The two websites I built at The Star are starmediakc.com and starmediakcdrive.com.","duration":"2005 2016 11 years","duration_short":"11 years","end_date":"2016","start_date":"2005","subtitle":"The Kansas City Star","title":"Graphic Designer / Art Director - Advertising"},{"description":"At this position my responsibilities were to create newly designed advertising to help bring in new clients to the paper. I also would work with current advertisers to update advertising campaigns to help retain clients. On several occasions I would work with brand new businesses to create logos and overall identity packages. During busy times such as during the christmas holiday season I would help on production work with the rest of the creative staff.","duration":"1999 2005 6 years","duration_short":"6 years","end_date":"2005","start_date":"1999","subtitle":"The Kansas City Star","title":"Creative Designer"},{"description":"My responsibilities in this position were to design both both black and white ads and color ads, make corrections and update ongoing ads, and lastly to do production on ads to make sure they printed correctly and at the highest quality possible.","duration":"1997 1999 2 years","duration_short":"2 years","end_date":"1999","start_date":"1997","subtitle":"The Kansas City Star","title":"Production Artist"}],"url":"https://www.linkedin.com/company/the-kansas-city-star"}]', '["Shaun Friesen “During his time at ATI, Mike proved to be a valuable addition to the Marketing team and was a pleasure to work with. Well-liked by his coworkers, Mike’s cheerful attitude and a professional demeanor made him easy to collaborate with. He was adept at building relationships within our 80-person aftermarket automotive organization and made a point of checking in with our various departments to ensure the Marketing team was adequately meeting their needs. Mike\'s sound graphic design, illustration and production skills allowed him to work efficiently with both our internal marketing, sales, and engineering team members as well as external printers, vendors and service bureaus. Mike worked with industry-standard software such as InDesign, Illustrator, Photoshop, and Dreamweaver on a daily basis to produce a variety of projects like apparel graphics, multi-page catalogs, email campaigns, print ads, and more. Mike consistently sought to learn more about our company, our products and our target demographics, as well as what made our company stand out as a leader in the marketplace. His eagerness to improve efficiency in both everyday processes as well his own production efficiency was helpful and appreciated. Unlike many less-experienced designers, Mike had no problem incorporating constructive feedback into his work and strived for a deeper understanding of why project edits were needed so he could continue to make good decisions on future tasks. Mike was a good-natured and honest member of the organization. He was willing to put the company\'s needs ahead of his personal schedule if needed and proved himself a trustworthy and forthright resource not just for his direct team, but for all stakeholders with whom he interacts.”","David Vespremi “I had the distinct pleasure of working with Mike at ATI ProCharger and would gladly welcome the opportunity to work with him again. He is enthusiastic, willing to go the extra mile, and great at communicating with the team. Mike has a great attitude, is willing to learn technically difficult subject matter, and was an overall pleasure to have on my team. ”"]']
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 work as a marketing professional at HR Tech. Today, the agent is reaching out to the user because they need to discuss potential collaboration opportunities in digital marketing strategies.
|
### Human: Agent: ['Carlos Gonzalez Buss', 'Building the analytics infrastructure.', 'Senior Data Engineer', 'Blue Cross Blue Shield of Arizona', '[{"company":"Blue Cross Blue Shield of Arizona","company_id":"blue-cross-blue-shield-of-arizona","industry":"Insurance","location":null,"positions":[{"description":"","duration":"Jul 2019 - Present 2 years 4 months","duration_short":"2 years 4 months","end_date":"Present","start_date":"Jul 2019","subtitle":"Blue Cross Blue Shield of Arizona","title":"Senior Data Engineer - Enterprise Data Warehouse Team"},{"description":"","duration":"Apr 2016 Jul 2019 3 years 4 months","duration_short":"3 years 4 months","end_date":"Jul 2019","start_date":"Apr 2016","subtitle":"Blue Cross Blue Shield of Arizona","title":"Business Intelligence Developer III - EDW/BI Development Teams"},{"description":"","duration":"Dec 2012 Apr 2016 3 years 5 months","duration_short":"3 years 5 months","end_date":"Apr 2016","start_date":"Dec 2012","subtitle":"Blue Cross Blue Shield of Arizona","title":"DBA Team Lead"}],"url":"https://www.linkedin.com/company/blue-cross-blue-shield-of-arizona"},{"company":"Aetna, a CVS Health Company","company_id":"aetna","location":null,"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":"Aetna, a CVS Health Company","title":"Database Services Manager"},{"description":"","duration":"Jan 2002 Nov 2010 8 years 11 months","duration_short":"8 years 11 months","end_date":"Nov 2010","start_date":"Jan 2002","subtitle":"Aetna, a CVS Health Company","title":"DBA Supervisor"}],"url":"https://www.linkedin.com/company/aetna"},{"company":"Integrated Information Systems, Inc","company_id":null,"location":"Tempe, AZ","positions":[{"description":"","duration":"Jul 1999 Dec 2001 2 years 6 months","duration_short":"2 years 6 months","end_date":"Dec 2001","start_date":"Jul 1999","subtitle":"Integrated Information Systems, Inc","title":"Consultant/Sr. Consultant - Business Intelligence and E-Commerce practices"}],"url":""},{"company":"Argencard S.A","company_id":null,"location":"Buenos Aires, Argentina","positions":[{"description":"","duration":"May 1988 Jul 1997 9 years 3 months","duration_short":"9 years 3 months","end_date":"Jul 1997","start_date":"May 1988","subtitle":"Argencard S.A","title":"Application Developer/Application Development Team Lead"}],"url":""}]', '["Richard Vaterlaus “Carlos\' in-depth knowledge and understanding of database functions and language was of constant amazement to me. Any question regarding efficiency or how to perform a task in SQL, Carlos had the correct answer. It was a pleasure working with him.”","Mary Hershner “Carlos is a very detailed person; he is one to always follow through with what he promises. His integrity is of the highest. His work is impeccable and he always makes sure he delivers the highest quality and goes the extra steps to make this happen. I recommend Carlos with my highest regards.”"]']
User: ['Sam Harris', 'I work with companies that are ready to launch new campaigns.', 'Sales & Marketing Manager at Jim Snead Ford', 'Jim Snead Ford', '[{"company":"Jim Snead Ford","company_id":"jim-snead-ford","industry":"Retail","location":"Waynesboro, Virginia, United States","positions":[{"description":"","duration":"Apr 2020 - Present 1 year 10 months","duration_short":"1 year 10 months","end_date":"Present","start_date":"Apr 2020","subtitle":"Jim Snead Ford","title":"Sales & Marketing Manager"}],"url":"https://www.linkedin.com/company/jim-snead-ford"},{"company":"Harris Creative Studio","company_id":null,"location":"Weyers Cave, Virginia Area","positions":[{"description":"Artist, Painter, Photographer, Story Teller Artist, Painter, Photographer, Story Teller","duration":"Jul 2004 - Present 17 years 7 months","duration_short":"17 years 7 months","end_date":"Present","start_date":"Jul 2004","subtitle":"Harris Creative Studio","title":"Artist"}],"url":""},{"company":"Converge Local","company_id":"convergelocal","location":"","positions":[{"description":"","duration":"Aug 2017 Apr 2020 2 years 9 months","duration_short":"2 years 9 months","end_date":"Apr 2020","start_date":"Aug 2017","subtitle":"Converge Local","title":"Director Of Sales Marketing"}],"url":"https://www.linkedin.com/company/convergelocal"},{"company":"Jim Snead Ford","company_id":null,"location":"2401 W. Main St Waynesboro, Va 22980","positions":[{"description":"Sales, Customer Satisfaction, Team Building, Generating Leads, Product Specialist, Customer Management, Parts & Service Liaison, Inventory Management, Financial Management, Loyalty & Retention, Conquest & Lead Acquisition, Subject Matter Expert Sales, Customer Satisfaction, Team Building, Generating Leads, Product Specialist, Customer Management, Parts & Service Liaison, Inventory Management, Financial Management, Loyalty & Retention, Conquest & Lead Acquisition, Subject Matter Expert","duration":"May 2012 Jul 2017 5 years 3 months","duration_short":"5 years 3 months","end_date":"Jul 2017","start_date":"May 2012","subtitle":"Jim Snead Ford","title":"Sales Lead & Financial Manager"}],"url":""},{"company":"CenturyLink","company_id":"centurylink","location":"Charlottesville, Virginia Area","positions":[{"description":"Sales, Generating Leads, Product Specialist, Customer Management, Engineering Liaison Sales, Generating Leads, Product Specialist, Customer Management, Engineering Liaison","duration":"Aug 2007 May 2012 4 years 10 months","duration_short":"4 years 10 months","end_date":"May 2012","start_date":"Aug 2007","subtitle":"CenturyLink","title":"Sales"}],"url":"https://www.linkedin.com/company/centurylink"}]', '["Jace Brady “Sam is an incredibly knowledgeable and personable salesman who took the time to listen to my needs for a vehicle and found me the perfect car. He expertly explained the details about the car and the process of purchasing so that I was very comfortable in making my decision. I have recommended his services to friends and family because of my positive experience. ”","Joseph Anderson ““I had the privilege of working with Sam Harris at Embarq Commutation Sales Team for over a year. Sam is outgoing, very driven, and very knowledgeable when it comes to his passion or his work he’s always ready to put in the time to complete the task no matter the challenges. With his creative mind Sam’s analytical skills and ability to work outside the box changes the team’s whole aspect allowing them to see things differently. Sam taught me a lot and will be wonderful asset to any organization”. ”"]']### Assistant: The agent's job is to build the analytics infrastructure, and today, the agent is reaching out to the user because they need assistance in launching a new marketing campaign for Jim Snead Ford.
|
### Human: Agent: ['Patrick Kelley', 'Member of the Certified Appraisers Guild of America New and Used Equipment Sales, U.S & International Sales Specialties: Certified Appraisals - Heavy Equipment Inspections & Appraisals, Used Equipment Remarketing', 'Certified Appraiser', 'Patrick Kelley Appraisals', '[{"company":"Patrick Kelley Appraisals","company_id":null,"location":"","positions":[{"description":"","duration":"Feb 2021 - Present 1 year 3 months","duration_short":"1 year 3 months","end_date":"Present","start_date":"Feb 2021","subtitle":"Patrick Kelley Appraisals","title":"Certified Appraiser"}],"url":""},{"company":"Murphy Tractor & Equipment Co., Inc.","company_id":"murphytractor","location":"Lincoln, Nebraska Area","positions":[{"description":"Construction Equipment sales in southeast Nebraska Construction Equipment sales in southeast Nebraska","duration":"May 2017 Oct 2020 3 years 6 months","duration_short":"3 years 6 months","end_date":"Oct 2020","start_date":"May 2017","subtitle":"Murphy Tractor & Equipment Co., Inc.","title":"Territory Sales Manager"}],"url":"https://www.linkedin.com/company/murphytractor"},{"company":"Butler Ag Equipment","company_id":null,"location":"Fremont NE","positions":[{"description":"Ag equipment sales for Washington, Douglas, Sarpy, Saunders and Butler counties in NebraskaChallenger Tractors and equipment Ag equipment sales for Washington, Douglas, Sarpy, Saunders and Butler counties in NebraskaChallenger Tractors and equipment","duration":"Jun 2013 May 2017 4 years","duration_short":"4 years","end_date":"May 2017","start_date":"Jun 2013","subtitle":"Butler Ag Equipment","title":"Ag Sales Representitive"}],"url":""},{"company":"Proxibid","company_id":"proxibid","location":"Omaha NE","positions":[{"description":"Sales @ Proxibid, specialized in Transportation Equipment, Certified Equipment Appraisals, Including Ag Sprayers and Industrial Equipment Sales @ Proxibid, specialized in Transportation Equipment, Certified Equipment Appraisals, Including Ag Sprayers and Industrial Equipment","duration":"Jun 2012 Jan 2013 8 months","duration_short":"8 months","end_date":"Jan 2013","start_date":"Jun 2012","subtitle":"Proxibid","title":"Sales"}],"url":"https://www.linkedin.com/company/proxibid"},{"company":"Asset Appraisal Services/ Omaha NE","company_id":"asset-appraisal-services","location":"Omaha NE","positions":[{"description":"Evaluate heavy equipment inspections - Estimate repair work to meet lease terms & prep for resellSales Development , Customer Support - Equipment Appraisals Evaluate heavy equipment inspections - Estimate repair work to meet lease terms & prep for resellSales Development , Customer Support - Equipment Appraisals","duration":"Dec 2009 Jun 2012 2 years 7 months","duration_short":"2 years 7 months","end_date":"Jun 2012","start_date":"Dec 2009","subtitle":"Asset Appraisal Services/ Omaha NE","title":"Quality Control, Sales, Appraiser,"}],"url":"https://www.linkedin.com/company/asset-appraisal-services"},{"company":"Pat Kelley Inspections & Appraisals","company_id":null,"location":"Greater Omaha Area","positions":[{"description":"Heavy Equipment Inspections And Certified Appraisals for Bank Customers, Contractors and Cat Auction Services. Heavy Equipment Inspections And Certified Appraisals for Bank Customers, Contractors and Cat Auction Services.","duration":"Jul 2009 Dec 2009 6 months","duration_short":"6 months","end_date":"Dec 2009","start_date":"Jul 2009","subtitle":"Pat Kelley Inspections & Appraisals","title":"Appraiser"}],"url":""},{"company":"Foley Equipment Company","company_id":"foley-equipment-company","location":"Wichita, Kansas Area","positions":[{"description":"Used Sales Management, Equipment Appraisal - Used Equipment Sales- Equipment Appraisals for the Caterpillar Financial Resale Center - Administrator for Cat Used Web Site Used Sales Management, Equipment Appraisal - Used Equipment Sales- Equipment Appraisals for the Caterpillar Financial Resale Center - Administrator for Cat Used Web Site","duration":"May 2008 Jul 2009 1 year 3 months","duration_short":"1 year 3 months","end_date":"Jul 2009","start_date":"May 2008","subtitle":"Foley Equipment Company","title":"Used Equipment Sales Manager"}],"url":"https://www.linkedin.com/company/foley-equipment-company"},{"company":"Nebraska Machinery Company","company_id":"nmc-cat","location":null,"positions":[{"description":"Forecast Monthly and Annual Equipment Sales , specify & order machines for demand and inventory - Supervise General Line Equipment sales staff - Review and Approve Repair Work Orders and Sales Expense Accounts - Evaluate equipment trades - Inventory Control - Buy & Sell Used equipment - Develop International Equipment Sales - Member of the Cat Dealer Advisory Board to the Caterpillar Wheel Tractor Scraper Group - Cat Used Administrator","duration":"Mar 2005 Apr 2008 3 years 2 months","duration_short":"3 years 2 months","end_date":"Apr 2008","start_date":"Mar 2005","subtitle":"Nebraska Machinery Company","title":"Sales Administrator/ Used Equipment Sales Manager"},{"description":"Caterpillar General Line Sales in west central Nebraska. Sales include first Cat 854G Wheel Dozer sold in Nebraska, First Challenger 55 & Wide Gauge Challengers in Nebraska, Advocated using All Wheel Drive Motorgraders in governmental & construction markets, Developed customers to use Caterpillar construction and paving equipment, Brought in one of the largest machine orders in the company\'s history","duration":"Oct 1986 Feb 2005 18 years 5 months","duration_short":"18 years 5 months","end_date":"Feb 2005","start_date":"Oct 1986","subtitle":"Nebraska Machinery Company","title":"Territory Sales Representitive"}],"url":"https://www.linkedin.com/company/nmc-cat"}]', '["Sydney Brown “Patrick is a great person to work with- he\'s hard working and always willing to offer assistance to fellow team members. He is a great asset to any team!”","Jim Jones “Pat is a highly skilled communicator, relationship builder and sales executive. He listens carefully to his clients and builds long term win-win relationships and has an innate ability to navigate his prospective clients through the sales process.”"]']
User: ['MIdget Valterza', 'Highly skilled Iron Craftsman with many years of Inspection experience EXPERIENCE THAT CAN T BE IMITATED', 'President at Midget s Inspection Inc', 'Old School Iron Inc', '[{"company":"Old School Iron Inc","company_id":null,"location":"Vista Ca & Oceanside Ca","positions":[{"description":"","duration":"Apr 2008 - Present 14 years","duration_short":"14 years","end_date":"Present","start_date":"Apr 2008","subtitle":"Old School Iron Inc","title":"Owner"}],"url":""},{"company":"Midget s Inspection Inc","company_id":null,"location":"","positions":[{"description":"","duration":"1987 - Present 35 years","duration_short":"35 years","end_date":"Present","start_date":"1987","subtitle":"Midget s Inspection Inc","title":"President"}],"url":""}]', '["Mike Fischer “midgets the best in the business”"]']### Assistant: The agent's job is to offer certified equipment appraisals and heavy equipment inspections, while today the user is reaching out to the agent because they need an inspection for their iron craftsman business.
|
### Human: Agent: ['Kirk Stegmeyer', 'Over 30 years experience in sweepstakes and interactive promotion management and fulfillment for major client list. Specialties include Rules and Legal Counsel, Interactive Promotions, Social Media integration, User Generated Content, Skill Contests, Lead Generation and Data Management & Reporting. Partner with both client companies and major advertising and marketing agencies. Specialties: Nationally recognized leader in online and traditional sweepstakes and promotion management. Specific experience in Advertising and Promotions Law (Sweepstakes & Contests), New Media Law, CAN-SPAM, COPPA', 'Champion of Consumer Engagement - Experienced leader in the development of Sweepstakes, Contests and Digital Promotions', 'Brookstone Realtors', '[{"company":"Brookstone Realtors","company_id":"brookstonerealtors","industry":"Real Estate","location":"","positions":[{"description":"","duration":"2020 - Present 2 years","duration_short":"2 years","end_date":"Present","start_date":"2020","subtitle":"Brookstone Realtors","title":"Realtor"}],"url":"https://www.linkedin.com/company/brookstonerealtors"},{"company":"Exposure Marketing & Promotion","company_id":"exposure-marketing-&-promotion","location":"","positions":[{"description":"","duration":"Jan 1990 - Present 32 years 1 month","duration_short":"32 years 1 month","end_date":"Present","start_date":"Jan 1990","subtitle":"Exposure Marketing & Promotion","title":"President"}],"url":"https://www.linkedin.com/company/exposure-marketing-&-promotion"}]', '["Bernadette Walsh “Having recently worked with Kirk, I was impressed with his professionalism and quick turn-around. His blood\'s certainly worth bottling! (Australian compliment!)”","Rebecca. Busch “I have worked with Kirk over the last several years utilizing his event and sweepstakes expertise on the Ford Division business. He is highly respected and his company is very regarded in this area. I wouldn\'t hesitate to recommend him and his company to handle your business.”"]']
User: ['Wendy J. Wolfswinkel, CPA', 'Serving clients in Colorado with all of their residential mortgage lending needs. Please call me at 719-332-7957.', 'CPA, CFO', 'Sierra Properties, Inc.', '[{"company":"Sierra Properties, Inc.","company_id":null,"location":"Colorado Springs, CO","positions":[{"description":"","duration":"Aug 2013 - Present 8 years 4 months","duration_short":"8 years 4 months","end_date":"Present","start_date":"Aug 2013","subtitle":"Sierra Properties, Inc.","title":"CFO"}],"url":""},{"company":"Family Services of Metro Orlando","company_id":"family-services-of-metro-orlando","location":"","positions":[{"description":"I have had the honor and privilege of serving vulnerable children and families by taking this $52 million non profit from forensic audits to a spin off from it\'s parent organization to acquiring another non profit. I have had the honor and privilege of serving vulnerable children and families by taking this $52 million non profit from forensic audits to a spin off from it\'s parent organization to acquiring another non profit.","duration":"Oct 2006 Apr 2011 4 years 7 months","duration_short":"4 years 7 months","end_date":"Apr 2011","start_date":"Oct 2006","subtitle":"Family Services of Metro Orlando","title":"CFO"}],"url":"https://www.linkedin.com/company/family-services-of-metro-orlando"},{"company":"The Colorado Springs School","company_id":"the-colorado-springs-school","location":"","positions":[{"description":"CFO of private school overseeing all financial aspects of $5 million annual budget including HR, facilities, food service and risk management. Also oversaw $10 million capital campaign. CFO of private school overseeing all financial aspects of $5 million annual budget including HR, facilities, food service and risk management. Also oversaw $10 million capital campaign.","duration":"2001 2006 5 years","duration_short":"5 years","end_date":"2006","start_date":"2001","subtitle":"The Colorado Springs School","title":"Business Manager"}],"url":"https://www.linkedin.com/company/the-colorado-springs-school"},{"company":"Protocol Marketing (Formerly Saligent, Inc.)","company_id":"protocol-marketing","location":"","positions":[{"description":"Managed all financial reporting for this business to business marketing company. Provided all due dilligence information when Saligent was acquired by Protocol. Managed all financial reporting for this business to business marketing company. Provided all due dilligence information when Saligent was acquired by Protocol.","duration":"1999 2001 2 years","duration_short":"2 years","end_date":"2001","start_date":"1999","subtitle":"Protocol Marketing (Formerly Saligent, Inc.)","title":"Controller"}],"url":"https://www.linkedin.com/company/protocol-marketing"},{"company":"USA Basketball","company_id":"usa-basketball","location":"","positions":[{"description":"Responsible for all fiscal affairs of this national governing body organization for the sport of basketball in the United States. Responsible for all fiscal affairs of this national governing body organization for the sport of basketball in the United States.","duration":"1990 1999 9 years","duration_short":"9 years","end_date":"1999","start_date":"1990","subtitle":"USA Basketball","title":"Assistant Executive Director/Finance"}],"url":"https://www.linkedin.com/company/usa-basketball"}]', '["Rebecca Reynolds-Russell “I have had the pleasure of working with Wendy for the past four years as her relationship manager at Fifth Third Bank. Wendy committed herself to establishing efficient financial management practices for Family Services of Metro Orlando. One of Wendy\'s best talents is her ability to lead and develop her team. She was always able to delegate confidently and I have enjoyed working with each of her team members. I have to say that Wendy can also be tough during the negotiation process and she certainly made sure that she got the most value out of all of her professional relationships. Wendy also has a great ability to manage board members and develop strategic partnerships outside her organization.”","Jeffry Ziegler “Wendy and I worked together a few years ago when she was the Controller for the Colorado Springs Division of our company. Wendy was a very personable, energetic individual and was a pleasure to work with. I found her to be very responsive to my information requests and the accuracy of the financial data to be very good. I think Wendy would be a good addition to any company looking for a good Financial Controller.”"]']### Assistant: The agent's job is to provide sweepstakes and interactive promotion management, and today, the agent is reaching out to the user to offer their expertise in handling the financial aspects of a large-scale promotional campaign for the user's company.
|
### Human: Agent: ['Edwin Rivas, CCRP,CRCM,CAMS,AMLP,CFSA,CRMA', 'A seasoned executive experienced in implementing strategic solutions to ensure compliance with Federal and State laws and regulations and best industry practices. Subject matter expert in regulatory compliance, anti-money laundering, internal audit and enterprise-wide risk management with strong international and domestic experience in corporate governance in top tier banking institutions. Developed regulatory compliance frameworks and implemented significant improvement to existing programs to address material concerns raised by federal and state regulators and senior management. AREAS OF STRENGTH AND EXPERTISE • CIP/CDD/EDD • Regulatory Compliance • Risk Management • High-Risk Account Activity • USA PATRIOT Act, AML/KYC/OFAC/PEPs • AML & Compliance Targeted Training • Banking Regulations • Enterprise Wide Risk Methodology • FCPA & UK Bribery Act • FATCA • Internal Audit • Process Implementation INDUSTRY HIGHLIGHTS Board Member of the Association of International Bank Auditors and Compliance Professionals (AIBACP) in NYC. In 2011, partnered with AIBACP colleagues and professors at Pace University / Lubin School of Business and actively participated as a member of the Content/Curriculum Committee that developed the curriculum (three-courses) for the Certified Compliance Regulatory Professional (CCRP) program launched in January 2012. Lecture at Pace as a Subject Matter Expert. Conducted AML/KYC/OFAC regulatory compliance training presentations in the USA, Europe and Latin America as guest speaker.', 'CCO Helaba US', 'Helaba', '[{"company":"Helaba","company_id":"helaba","industry":"Banking","location":"Greater New York City Area","positions":[{"description":"","duration":"2018 - Present 4 years","duration_short":"4 years","end_date":"Present","start_date":"2018","subtitle":"Helaba","title":"Senior Vice President & Chief Compliance Officer US"}],"url":"https://www.linkedin.com/company/helaba"},{"company":"Bank of India","company_id":"bank-of-india","location":"Greater New York City Area","positions":[{"description":"","duration":"2016 2018 2 years","duration_short":"2 years","end_date":"2018","start_date":"2016","subtitle":"Bank of India","title":"Chief Compliance Officer, US Centre"}],"url":"https://www.linkedin.com/company/bank-of-india"},{"company":"LBBW - Landesbank Baden-Wurttemberg","company_id":"lbbw","location":"Greater New York City Area","positions":[{"description":"","duration":"2015 2015 less than a year","duration_short":"less than a year","end_date":"2015","start_date":"2015","subtitle":"LBBW - Landesbank Baden-Wurttemberg","title":"Executive Consultant, Anti-Money Laundering & Regulatory Compliance"}],"url":"https://www.linkedin.com/company/lbbw"},{"company":"Morgan Stanley","company_id":"morgan-stanley","location":"Greater New York City Area","positions":[{"description":"","duration":"2014 2014 less than a year","duration_short":"less than a year","end_date":"2014","start_date":"2014","subtitle":"Morgan Stanley","title":"Executive Director & Head of AML"}],"url":"https://www.linkedin.com/company/morgan-stanley"},{"company":"Deutsche Pfandbriefbank AG","company_id":"deutsche-pfandbriefbank-ag","location":"Greater New York City Area","positions":[{"description":"","duration":"2005 2014 9 years","duration_short":"9 years","end_date":"2014","start_date":"2005","subtitle":"Deutsche Pfandbriefbank AG","title":"Managing Director, Head of AML & Compliance USA"}],"url":"https://www.linkedin.com/company/deutsche-pfandbriefbank-ag"},{"company":"Depfa Bank","company_id":"depfa-bank","location":"Greater New York City Area","positions":[{"description":"","duration":"2005 2014 9 years","duration_short":"9 years","end_date":"2014","start_date":"2005","subtitle":"Depfa Bank","title":"Managing Director, Head of AML & Compliance USA"}],"url":"https://www.linkedin.com/company/depfa-bank"}]', '["Tapana Kumar Patro, SHRM-CP, CAMS “Edwin is an excellent leader. A great human being having all essential qualities to lead a team. He is very rich in knowledge. Always tells “Let us put 100%”. During my work with Edwin I came to know a lot many things which he did in a very innovative way. In case of any problem, he is the first person to come ahead for leading a team to resolve it. Puts lots of try to take best help of technology to improve the performance. He is the best in understanding the problem and providing a solution by leading a team who can collectively resolve it. He always represents the institution very strongly. In each act, he shows lots of confidence, optimism and strength. He always tries to keep the moral high of self and team members. His ultimate goal is achieving the target and success. He is very much innovative and always think deep to carry the institution forward for growth and recognition at all possible prestigious platforms. Learnt a lot from him. Thank You Edwin and Thanks Almighty for giving me a chance to work with “Mr Edwin Rivas” a true professional and great leader. ”","Abe Leon “Edwin is a highly experienced, knowledgeable, and detail-oriented compliance professional. He supplements his valuable experience with excellent interpersonal skills and a charismatic personality. He would be an asset for any organization.”"]']
User: ['Kristin Kelley', "Dedicated, accomplished and experienced sales professional in the Telecommunications industry. Skilled in selling and maintaining small to large corporate business communications systems, services and routine maintenance. Reputation for ethical business practices and transactions.Specialties: Business Telephone Systems Voice Mail & Automated Attendant Systems Voice & Data Cabling Customized On Hold Systems Dial Tone - Carrier Services - Digital T1 - PRI - MPLS - 800 #'s", "Telecommunications Consultant at Kelley's Inc", "Kelley's Inc", '[{"company":"Kelley\'s Inc","company_id":null,"location":"","positions":[{"description":"","duration":"Apr 2010 - Present 11 years 5 months","duration_short":"11 years 5 months","end_date":"Present","start_date":"Apr 2010","subtitle":"Kelley\'s Inc","title":"Telecommunications Consulting"}],"url":""},{"company":"Black Box Network Services","company_id":"black-box","location":"","positions":[{"description":"","duration":"Feb 1998 Apr 2010 12 years 3 months","duration_short":"12 years 3 months","end_date":"Apr 2010","start_date":"Feb 1998","subtitle":"Black Box Network Services","title":"Account Representative"}],"url":"https://www.linkedin.com/company/black-box"},{"company":"B&C Telephone, Inc","company_id":null,"location":"","positions":[{"description":"","duration":"1998 2010 12 years","duration_short":"12 years","end_date":"2010","start_date":"1998","subtitle":"B&C Telephone, Inc","title":"Communications Specialist"}],"url":""}]', '["Jocelyn Zamir “Kristin does an exceptional job managing the telecommunication needs of her clients. Whether she\'s consulting a small medical office or a national company with dozens of sites, she works tirelessly to make sure everything goes smoothly and her clients are thrilled with the end result. Ask her about her world-famous \\"cut sheet!\\" I\'ve never seen such detail and organization. If you\'re looking for someone to be the advocate for your company\'s voice and data services, Kristin is your girl! You will have an experienced and hard-working professional in your corner. I can also guarantee you\'ll have some good laughs along the way. She\'s a pleasure to work with!”","Robert Stewart “Of all the dealer\'s reps I worked with across the US, Kristin Kelley was the most instrumental in helping to get our company\'s Dealer Division up and running. Kristin was the number one salesperson in the US for our company for several years! Her company, B & C Telephone (later Black Box Network Services), served as a Dealer (VAR) for my company (Info-Chip Communications). Working from their offices in Kent, WA, Kristin consistanly out-sold all other sales people for other Info-Chip dealers. Her tenacity and perserverance was outstanding. What I particularly liked was that Kristin was not afraid to speak her mind and this often led to improvements in our services! Kristin delivered on everything she promised, and consistently demonstrated great work and great value to both my company and to our shared customers. If you are looking to work with someone with great integrity, you should contact Kristin right away. Highly recommended”"]']### Assistant: The agent's job is to provide telecommunications consulting services, and today, the agent is reaching out to the user because they need to discuss potential business telephone system solutions for the user's company.
|
### Human: Agent: ['Candice Simmons', 'Skilled Executive Assistant with exceptional written and verbal communication. Organized, responsible, and a quick learner with a knack for developing strong relationships. Has a varied background with experience in many positions and a proven history of success in all. Strategically minded, highly emotionally intelligent, and able to maintain confidentiality in all situations. Begins new tasks and projects with a growth mindset and is able to navigate tough moments with confidence and professionalism.', 'Executive Assistant at Clearlink', 'Clearlink', '[{"company":"Clearlink","company_id":"clearlink","industry":"Marketing Services","location":null,"positions":[{"description":"","duration":"Nov 2019 - Present 1 year 11 months","duration_short":"1 year 11 months","end_date":"Present","start_date":"Nov 2019","subtitle":"Clearlink","title":"Executive Assistant to COO / EVP, Technology and Data"},{"description":"","duration":"Feb 2018 Nov 2019 1 year 10 months","duration_short":"1 year 10 months","end_date":"Nov 2019","start_date":"Feb 2018","subtitle":"Clearlink","title":"Benefits Specialist"},{"description":"","duration":"Dec 2017 Feb 2018 3 months","duration_short":"3 months","end_date":"Feb 2018","start_date":"Dec 2017","subtitle":"Clearlink","title":"Office Assistant"}],"url":"https://www.linkedin.com/company/clearlink"},{"company":"Vision Dance and Learning Center","company_id":null,"location":"South Jordan, UT","positions":[{"description":"","duration":"Jan 2009 May 2018 9 years 5 months","duration_short":"9 years 5 months","end_date":"May 2018","start_date":"Jan 2009","subtitle":"Vision Dance and Learning Center","title":"Dance Instructor"}],"url":""},{"company":"Hillcrest High School","company_id":null,"location":"","positions":[{"description":"","duration":"Sep 2015 Aug 2017 2 years","duration_short":"2 years","end_date":"Aug 2017","start_date":"Sep 2015","subtitle":"Hillcrest High School","title":"Cheer Coach"}],"url":""},{"company":"Cafe Trio","company_id":"cafe-trio","location":"Cottonwood Heights","positions":[{"description":"","duration":"Oct 2014 Jun 2015 9 months","duration_short":"9 months","end_date":"Jun 2015","start_date":"Oct 2014","subtitle":"Cafe Trio","title":"Server/Banquet Server"}],"url":"https://www.linkedin.com/company/cafe-trio"},{"company":"Stella Grill","company_id":null,"location":null,"positions":[{"description":"In charge of scheduling, transaction and system reports, general customer experience and issues, hiring and training, and maintaining a pleasant experience for all guests.","duration":"Apr 2013 Oct 2014 1 year 7 months","duration_short":"1 year 7 months","end_date":"Oct 2014","start_date":"Apr 2013","subtitle":"Stella Grill","title":"Manager"},{"description":"","duration":"Jan 2013 Oct 2014 1 year 10 months","duration_short":"1 year 10 months","end_date":"Oct 2014","start_date":"Jan 2013","subtitle":"Stella Grill","title":"Server/Bartender"}],"url":""},{"company":"Lagoon Amusement Park","company_id":"lagoon-amusement-park","location":"Farmington UT","positions":[{"description":"","duration":"Aug 2013 Nov 2013 4 months","duration_short":"4 months","end_date":"Nov 2013","start_date":"Aug 2013","subtitle":"Lagoon Amusement Park","title":"Entertainer/Dancer"}],"url":"https://www.linkedin.com/company/lagoon-amusement-park"},{"company":"Buca di Beppo","company_id":"buca-di-beppo","location":"","positions":[{"description":"","duration":"Mar 2012 Dec 2012 10 months","duration_short":"10 months","end_date":"Dec 2012","start_date":"Mar 2012","subtitle":"Buca di Beppo","title":"Host"}],"url":"https://www.linkedin.com/company/buca-di-beppo"},{"company":"Canyons School District","company_id":"canyons-school-district","location":"","positions":[{"description":"","duration":"Jun 2011 May 2012 1 year","duration_short":"1 year","end_date":"May 2012","start_date":"Jun 2011","subtitle":"Canyons School District","title":"Cheer Coach"}],"url":"https://www.linkedin.com/company/canyons-school-district"}]', '["Adam Mergist “I have had the privilege of working with Candice for the past two years at Clearlink, and it has been a wonderful experience. Candice has excelled at supporting myself and our leadership team through two of our most difficult years (2020-21). One of her super powers is her empathy and ability to help others get themselves back on track. She has done this for me countless times, and has been a real sounding board for me as I\'ve worked through strategy, team building, and my own mental health. She was far more than a typical assistant me for. She supported a my team of eight execs as a project manager, communications specialist, HR benefits guru, life coach and much more. I would recommend her to anyone considering her for an opportunity, and I would gladly work with her again should our paths cross. Sincerely, Adam Mergist”","Scott Ence “Candice is one of the best people I\'ve ever worked with. She builds strong relationships, she has the utmost integrity and professionalism. She just \\"gets it\\". I have always known I can count on Candice, 100%. I just trust her, plain and simple. She handles her current EA duties expertly - I have seen many executives rely heavily on her, employees at all levels confide in her and seek her help, and other EAs look to her for her leadership and guidance. I would hire Candice in a heartbeat. She will excel wherever her career takes her! ”"]']
User: ['Amanda Cohen', 'Skilled in Digital Strategy, Revenue & Profit Growth, Big Data Analytics, Media Buying, and Management. Strong digital marketer.', 'Director Of Marketing at XO', 'XO', '[{"company":"XO","company_id":"flyxo","industry":"Airlines and Aviation","location":null,"positions":[{"description":"Lead the marketing program managing a team of 5 across brand, SEM, SEO, display, events, referral, mobile marketing, direct mail, CRM & email channels.","duration":"Apr 2021 - Present 8 months","duration_short":"8 months","end_date":"Present","start_date":"Apr 2021","subtitle":"XO","title":"Marketing Director"},{"description":"","duration":"2019 Mar 2021 2 years","duration_short":"2 years","end_date":"Mar 2021","start_date":"2019","subtitle":"XO","title":"Senior Marketing Manager"}],"url":"https://www.linkedin.com/company/flyxo"},{"company":"BUGATCHI","company_id":"bugatchi","location":"Boca Raton, Florida","positions":[{"description":"Oversaw the digital strategy for Bugatchi.com. Managed display, SEM, SEO, Referral, Affilaite, & Email marketing channels. Doubled the revenue for the business in one year. Oversaw the digital strategy for Bugatchi.com. Managed display, SEM, SEO, Referral, Affilaite, & Email marketing channels. Doubled the revenue for the business in one year.","duration":"2018 2019 1 year","duration_short":"1 year","end_date":"2019","start_date":"2018","subtitle":"BUGATCHI","title":"E-Commerce Marketing Director"}],"url":"https://www.linkedin.com/company/bugatchi"},{"company":"Amanda Cohen Consulting","company_id":null,"location":"","positions":[{"description":"• Clients include TheSquareFoot, ReMax Direct, Appster, CityMaps (acquired by TripAdvisor), and Minibar. Example #1: TheSquareFoot • Applied the principles of B2C to create a scalable B2B program incorporating a balance between performance and brand. • Multi-channel strategy included: email, display, SEO, SEM, social media, content and retargeting. • Prospected and integrated Hubspot CRM and leveraged it to sync with Salesforce and automate the lead nurturing process. • Responsible for organizational analytics: company dashboard, site page conversion reports, acquisition scorecard, & cohort analysis. • Scaled up ad spend by 4x while decreasing the CPA by 20% and increased the ROI by 200% from 2014 to 2015 cohorts. • Reduced the time it took for the customer to move to the bottom of the funnel from roughly 120-150 days to 60-90 days. Example #2: Appster• Audited and rebuilt SEM Program: Campaigns, Ad Groups, Match Types, and Keywords. • Conceptualized and executed content marketing program: Email, Facebook, Instagram, LinkedIn, Twitter, Pinterest. • Developed infrastructure and nomenclature for conversion events. Decreased CPA by 30% and increased ROI by 250%.","duration":"2014 2018 4 years","duration_short":"4 years","end_date":"2018","start_date":"2014","subtitle":"Amanda Cohen Consulting","title":"Digital Marketing Consultant"}],"url":""},{"company":"Ideel Inc","company_id":"ideeli","location":null,"positions":[{"description":"Acquired by Groupon in 2014.• Lead a $5 million-dollar advertising program generating $7 million in the first 30 days and $25 million over the next 12 months. • Multi-channel strategy included: email, display, programmatic, SEM, SEO, social, affiliate, mobile, viral, and retargeting. • Planned and executed campaigns which grew customer base from 140,000-8+ million. • Partnered with merchants, creative, ecommerce, the store, and engineering teams to develop and launch cross-departmental initiatives. • Under my management, decreased our CPA by 28%, while acquiring the same volume and increased our rev/buyer by 27%. • Conceptualized a permanent landing page and private sale strategy, which resulted in a 40% increase in click to sign up rate. • Launched mobile acquisition and retention strategy and executed campaigns which grew app installs by 1,000%. • Evaluated LTV curves and cohort analysis to ensure maximum ROI of each channel and monitor time to profitability. • Developed CRM programs to improve lifetime value of customers through a/b testing, segmentation, and personalization. • Launched international advertising strategy, tested in English speaking countries (CA, UK and AU). • Implemented join funnel optimization tests to improve conversion rates, bounce rates, revenue per acquisition, and AOV.","duration":"2012 2014 2 years","duration_short":"2 years","end_date":"2014","start_date":"2012","subtitle":"Ideel Inc","title":"Marketing Manager, Customer Acquisition & CRM"},{"description":"","duration":"2010 2012 2 years","duration_short":"2 years","end_date":"2012","start_date":"2010","subtitle":"Ideel Inc","title":"Marketing Associate, Customer Acquisition"},{"description":"","duration":"2008 2010 2 years","duration_short":"2 years","end_date":"2010","start_date":"2008","subtitle":"Ideel Inc","title":"Marketing Coordinator, Customer Acquisition"}],"url":"https://www.linkedin.com/company/ideeli"}]', '["Todd O\'Brien “I worked with Amanda for over a year at ideeli and realized very quickly that she was a top performer. When one is managing cross-departmental relationships and priorities for one’s department, it critical to understand how one’s role fits into the goals of the overall business. I would say, that is where Amanda stood apart from her peers. She had a level of maturity in her thinking and understanding of the business that was impressive by any measure. I look forward to the opportunity to work with Amanda again in a professional capacity. ”","Alexander Zhou “As a former architecture major advancing into the real estate industry, Amanda leveraged my design expertise in creating an entire marketing campaign, and introduced me to the skills and framework needed to build a business and idea from the ground up. She is an accomplished leader in the field of customer acquisition and retention, whose insight and critical thinking dramatically shape the backbone and identity of TheSquareFoot.”"]']### Assistant: The agent's job is to manage marketing programs and develop strategies, while the user is reaching out to the agent because they need assistance in developing a scalable B2B marketing program incorporating a balance between performance and brand.
|
### Human: Agent: ['Hannah Hanson', 'A value-driven transformation leader, I have enabled successful execution of several multi-year business transformations. My passion for rapid strategy to execution takes form in portfolio and program management skills, a relentless focus on value delivery, and a knack for aligning resistant stakeholders from the front-line workers to C-suite executives.', 'Manager, Portfolio & Program Management, PMP®, SAFe 5 Agilist®', 'West Monroe Partners', '[{"company":"West Monroe Partners","company_id":"westmonroe","industry":"Management Consulting","location":"Greater Seattle Area","positions":[{"description":"Portfolio & Program Management & Operations Consulting - Healthcare Industry• Led client to achieve 5-year operating margin and customer satisfaction goals by implementing and running a Business Transformation Office and aligning executives• Translated strategic tactics to execution portfolios and programs by leading team to stand up and run value-driven intake, governance, and portfolio management processes• Managed multi-million-dollar strategic project portfolio, ensuring performance of senior program managers, monitoring value of programs, and escalating risks to executive leadership• Improved multiple Project Management Offices\' (PMO) performance through process improvements and tool implementation• Led organizational design to unite disparate PMOs, defining target state vision and success measures and performing critical change management exercises to minimize change effect on impacted employees","duration":"Jan 2018 - Present 3 years 10 months","duration_short":"3 years 10 months","end_date":"Present","start_date":"Jan 2018","subtitle":"West Monroe Partners","title":"Manager - Operations Excellence, Portfolio & Program Leadership"}],"url":"https://www.linkedin.com/company/westmonroe"},{"company":"Hitachi Consulting","company_id":"hitachi-vantara","location":"Seattle","positions":[{"description":"Program Management & Strategic Consulting - Technology and Software Industry• Enabled client to generate $30M in revenue by leading global program to build a sales lead delivery system for 7 products across 13 international areas - Refined program multinational strategy and improved adoption by analyzing data to understand user issues and identify opportunities to improve engagement - Measured success and identified causes of KPI changes by building and analyzing dashboards using SQL and Power BI - Reduced processing time from 4 days to 4 hours through business process automation• Built and implemented communication strategy plans to improve internal communication - Influenced product teams using research insights - Improved 20+ person intrateam communication • Improved client’s software products by designing quantitative and qualitative studies, analyzing output, creating stories from data insights, and socializing results to designers, engineers and PMs• Developed user segmentation strategy for target segments and personas, specifically for inclusive design• Organizational Design & Effectiveness - Led organizational design to merge 45 person team - Realigned roles and responsibilities, performing vision and culture definition exercises• Developed and managed strategic marketing planning tools","duration":"Sep 2014 Nov 2017 3 years 3 months","duration_short":"3 years 3 months","end_date":"Nov 2017","start_date":"Sep 2014","subtitle":"Hitachi Consulting","title":"Senior Consultant"}],"url":"https://www.linkedin.com/company/hitachi-vantara"},{"company":"Amazon","company_id":"amazon","location":"Greater Seattle Area","positions":[{"description":"• Provided financial analysis to aid in new market entry (Digital Products: Echo, Fire Phone, Fire TV)• Built financial models that forecast key financial metrics• Developed precise definitions of metrics to understand/evaluate product use during alpha and beta testing phases• Published metrics in weekly business reports • Drove continuous process improvement through automation and standardization• Retrieved and analyzed data using Cognos TM1, Excel, SQL, DWH and other data management systems• Analyzed competitive data to assist in demand planning and marketplace evaluation","duration":"Jun 2013 Dec 2013 7 months","duration_short":"7 months","end_date":"Dec 2013","start_date":"Jun 2013","subtitle":"Amazon","title":"Financial Analyst Intern - Digital Products"}],"url":"https://www.linkedin.com/company/amazon"},{"company":"Philips","company_id":"philips","location":"Bothell","positions":[{"description":"","duration":"Apr 2013 Jun 2013 3 months","duration_short":"3 months","end_date":"Jun 2013","start_date":"Apr 2013","subtitle":"Philips","title":"Imaging Systems Sales Intern"}],"url":"https://www.linkedin.com/company/philips"},{"company":"Altria","company_id":"altria","location":"","positions":[{"description":"","duration":"Jun 2012 Oct 2012 5 months","duration_short":"5 months","end_date":"Oct 2012","start_date":"Jun 2012","subtitle":"Altria","title":"Territory Sales Manager Intern"}],"url":"https://www.linkedin.com/company/altria"}]', '["Devon Hansen “I had the pleasure of working with Hannah who was not only a fantastic project manager, but also an inspiring mentor and friend. During the time that Hannah and I worked together, she led by example (always with a smile on her face) as she navigated through challenging engagements and developed innovative solutions. What stood out to me the most was Hannah’s willingness to support me as I started at West Monroe. As a manager, she created an environment that promotes growth and fosters community—I could not be more grateful to have had her as a teammate. It was truly a pleasure to be managed by Hannah!”","Ronette Lawrence “Hannah has a breadth of strengths that it\'s hard to know where to start! Hannah acted as an embedded consultant with my team for ~2 years. From the beginning, she was bright, buttoned up, mature in her approach to her client engagements, could untangle a gnarly problem, and could summarize a solution in ways that were top-notch. Over the two years, I saw Hannah mature into her ability to synthesize quite disparate data, weave compelling stories, have confidence in asserting her opinions and recommendations, and in her ability to work simultaneously with a wide variety of personality types. Always hungry to learn by tackling a new area or problem type, I saw Hannah build muscle in quantitative data analysis, qualitative human understanding, and competitive intelligence. I loved working with Hannah and would jump at the chance to do so again. ”"]']
User: ['Jamie Chung Ryder', 'Talented, driven marketing professional with accomplished background in the design and development of comprehensive strategic marketing programs and brand initiatives to build awareness and drive incremental business growth. Demonstrated success in elevating the profitability, visibility, and presence of organizations through superior communications programs and consistent messaging and campaigns. Market- and customer-focused with proven ability to understand and translate market data and consumer trends into intuitive marketing solutions.', 'Marketing Advisor & Plant-Based Advocate', 'Jamie Chung Ryder', '[{"company":"Jamie Chung Ryder","company_id":null,"location":"Orange County, California, USA","positions":[{"description":"I help well-intentioned and driven business owners pinpoint their single truth - this is your unique contribution to the world and what makes you thrive. Then we elevate branding and marketing activity to develop, align, and amplify this truth. Strategy | Branding | Creative Development & Cohesion | Website Design | Email Marketing I help well-intentioned and driven business owners pinpoint their single truth - this is your unique contribution to the world and what makes you thrive. Then we elevate branding and marketing activity to develop, align, and amplify this truth. Strategy | Branding | Creative Development & Cohesion | Website Design | Email Marketing","duration":"Nov 2017 - Present 4 years 4 months","duration_short":"4 years 4 months","end_date":"Present","start_date":"Nov 2017","subtitle":"Jamie Chung Ryder","title":"Marketing Advisor"}],"url":""},{"company":"Preferred Hotels & Resorts","company_id":"preferred-hotels-&-resorts","location":"Newport Beach, California, USA","positions":[{"description":"","duration":"Apr 2013 Oct 2017 4 years 7 months","duration_short":"4 years 7 months","end_date":"Oct 2017","start_date":"Apr 2013","subtitle":"Preferred Hotels & Resorts","title":"Managing Director, Digital Marketing & Ecommerce"}],"url":"https://www.linkedin.com/company/preferred-hotels-&-resorts"},{"company":"Fairmont Raffles Hotels International","company_id":"fairmont-hotels-and-resorts","location":"Toronto, Ontario, Canada & Orange County, California, USA","positions":[{"description":"","duration":"Sep 2008 Aug 2011 3 years","duration_short":"3 years","end_date":"Aug 2011","start_date":"Sep 2008","subtitle":"Fairmont Raffles Hotels International","title":"Manager, Campaign Management"}],"url":"https://www.linkedin.com/company/fairmont-hotels-and-resorts"},{"company":"The Fairmont Royal York","company_id":"fairmont-hotel-vancouver","location":null,"positions":[{"description":"","duration":"Mar 2005 Aug 2008 3 years 6 months","duration_short":"3 years 6 months","end_date":"Aug 2008","start_date":"Mar 2005","subtitle":"The Fairmont Royal York","title":"Marketing Manager"},{"description":"","duration":"Dec 2000 Feb 2005 4 years 3 months","duration_short":"4 years 3 months","end_date":"Feb 2005","start_date":"Dec 2000","subtitle":"The Fairmont Royal York","title":"Sales & Marketing"}],"url":"https://www.linkedin.com/company/fairmont-hotel-vancouver"},{"company":"Royal Bank of Canada","company_id":"rbc-wealth-management","location":"Toronto, Ontario, Canada","positions":[{"description":"","duration":"Jun 2000 Dec 2000 7 months","duration_short":"7 months","end_date":"Dec 2000","start_date":"Jun 2000","subtitle":"Royal Bank of Canada","title":"Data Management"}],"url":"https://www.linkedin.com/company/rbc-wealth-management"}]', '["Macy Parrott “I had the pleasure of working with Jamie on the same Marketing team at Preferred Hotels & Resorts. From the very beginning of meeting Jamie it was very clear that she was not only an outstanding leader, but a top performer that strives for marketing innovation. I found Jamie to be of high character and multifaceted in her skill sets of digital marketing, e-commerce, email marketing, campaign management, website analytics, web content and brand loyalty. Jamie and I had the opportunity to work on the re-brand of the iPrefer Hotel Rewards Program where she proved to be a huge asset and leader for our team. Jamie is reliable, consistent and a hard worker. Jamie is dedicated to her team and strives to provide excellence in everything that she does. Jamie would be an asset to any organization or client she may represent. ”","Kimberly Seo “My two years of working with Jamie were two of my most transformative years. As a then fresh college graduate, I learned much of my technical knowledge from her, but it\'s the sage advice she imparted that has helped me find clarity and confidence in my career. Her combined marketing and people skills make her a strong contributor and invaluable manager - a true force to be reckoned with. Jamie has an uncanny ability to decode complex projects into actionable next steps which ensures that both executives and project executors are well-informed and aligned. From technical implementations to dreaming up marketing campaigns, she gets sh*t done (and does it really, really well!). Beyond her marketing finesse, what I find most admirable and impressive about Jamie is her way with people - executives, colleagues, and team members alike. Jamie leads by example; she works hard and smart, and values the people she\'s with. She invests in her team, taking generous time to get to know everyone, and her impact is evident and lasting. The energy she radiates fosters an infectious culture of camaraderie which I believe largely contributes to the success of a team. As a manager, she hones in on your strengths and identifies opportunities for improvement, setting a clear path for growth and development. Her approach to work and management led to impressive increases in revenue, streamlined efficiencies, and a new and improved team of effective collaborators. Simply put, Jamie is a fearless leader and force multiplier. Any company, team, person presented with the opportunity to work with Jamie - act fast.”"]']### Assistant: The agent's job is to provide marketing advisory services, and today, the user is reaching out to the agent because they need assistance in developing a comprehensive strategic marketing program to elevate their brand and drive business growth.
|
### Human: Agent: ['Jim Friend', 'During career with Allegheny County Health Department I was the Program Administrator of the Injury Prevention and Surveillance System. We tracked Drug Poisoning Deaths, Colorectal Cancer, Lung Cancer, Breast Cancer, Firearm Injuries and Deaths, Motor Vehicle Injuries and Deaths, Diabetes, Fall Injuries and Deaths, and Stroke Mortalities for department reports.', 'Public Health Consultant - Self-Employed', 'Self-Employed', '[{"company":"Self-Employed","company_id":null,"location":"","positions":[{"description":"","duration":"Jun 2020 - Present 1 year 10 months","duration_short":"1 year 10 months","end_date":"Present","start_date":"Jun 2020","subtitle":"Self-Employed","title":"Public Health Consultant"}],"url":""},{"company":"Management Science Associates, Inc. (MSA)","company_id":null,"location":"6565 Penn Ave. Pittsburgh, PA. 15206","positions":[{"description":"Information Technology Project Lead with Management Science Associates, Inc. (MSA). Project Lead on several software development projects for the Life Sciences Division. Leading teams to collect configuration preferences, product components, functionality options and product training. Information Technology Project Lead with Management Science Associates, Inc. (MSA). Project Lead on several software development projects for the Life Sciences Division. Leading teams to collect configuration preferences, product components, functionality options and product training.","duration":"Jul 2014 Jun 2020 6 years","duration_short":"6 years","end_date":"Jun 2020","start_date":"Jul 2014","subtitle":"Management Science Associates, Inc. (MSA)","title":"Information Technology Project Coordinator"}],"url":""},{"company":"ValueOptions","company_id":"valueoptions","location":"Trafford, PA","positions":[{"description":"• Implemented effective account management program (e.g., marketing presentations, proposal/pricing, meetings facilitation, project management, and issue resolution) for 6 internal business units, acted as primary liaison to clients requests. Created training manuals for the clients, and supported the manuals with live training presentations and follow-up webinars. • Led a project team of approximately 15 people in planning, developing and implementation of upgrades to the Provider Portal and Clinical system for clients. Each project system interfaced with the Connect Administration System (CAS) which is the Eligibility, Claims, Networks, and Authorization systems all combined. Improved the Provider Satisfaction rate of the Provider Portal by increased by 10% (76 % to 86%) satisfaction rate. • Reviewed all data requests, planned system conversion, facilitated weekly problem meetings, escalated and resolved all production issues to client satisfaction. • Led the Auto Authorization approval project that reduced the need for hiring additional clinical staff and saving the company an estimated $200,000 annually, and improved the authorization and billing process for all our HealthCare providers. • Researched new upgrades to existing business systems to enable operational efficiencies and cost savings. Worked closely with systems analysts and the clinical department to implement these system enhancements.• Trained the Healthcare providers on the new authorization request workflows. Created PowerPoint presentations and Training Manuals for the Go-To-Meeting webinars that I created and presented. Recorded and posted both the PowerPoint presentations and the webinars on the company website.• Recognized for excellent customer service, professionalism, thoroughness, and commitment to quality and teamwork. Commended for successful planning, implementation, and training efforts.","duration":"Nov 1998 Apr 2014 15 years 6 months","duration_short":"15 years 6 months","end_date":"Apr 2014","start_date":"Nov 1998","subtitle":"ValueOptions","title":"Special Projects Manager"}],"url":"https://www.linkedin.com/company/valueoptions"},{"company":"Allegheny County Health Department","company_id":"allegheny-county-health-department","location":"Pittsburgh, Pennsylvania, United States","positions":[{"description":"During my 17 year career with ACHD I worked in several programs within the ACHD department and gained a good understanding on health data and statistics. During my last position with ACHD I was the Program Administrator of the Allegheny County Health Department’s Injury Prevention and Surveillance System. We tracked Drug Poisoning Deaths, Colorectal Cancer, Lung Cancer, Breast Cancer, Firearm Injuries and Deaths, Motor Vehicle Injuries and Deaths, Diabetes, Fall Injuries and Deaths, and Stroke Mortalities for department reports.","duration":"Jun 1981 Nov 1998 17 years 6 months","duration_short":"17 years 6 months","end_date":"Nov 1998","start_date":"Jun 1981","subtitle":"Allegheny County Health Department","title":"Public Health Administrator"}],"url":"https://www.linkedin.com/company/allegheny-county-health-department"}]', '["Karen Madden “I worked with Jim Friend for several years at Value Behavioral Health of PA. We collaborated on many projects and served on the management team together. Jim is one of the brightest, most reliable, creative and results oriented person I have worked with. I have great respect for his perseverance and ability to move seemingly impossible projects to completion.”","David Rider “As the Special Projects Manager at ValueOptions, Jim developed an online billing process for locally-funded behavioral health services. This complex process involves over 2000 consumers and 29 vendors. Jim\'s program allows for real-time tracking of claims as well as generating person-level service analyses. Program effectiveness has been mapped and data-driven budget decisions are now possible. He delivered everything that I required and made suggestions for additional functionality that will be useful in the future. Jim also fostered pride in this project by his staff members as well as mine. This shared ownership will be valuable as we maintain this system in years to come. My highest endorsement is that I look forward to new projects where I can team with Jim Friend.”"]']
User: ['Jim Friend', 'During career with Allegheny County Health Department I was the Program Administrator of the Injury Prevention and Surveillance System. We tracked Drug Poisoning Deaths, Colorectal Cancer, Lung Cancer, Breast Cancer, Firearm Injuries and Deaths, Motor Vehicle Injuries and Deaths, Diabetes, Fall Injuries and Deaths, and Stroke Mortalities for department reports.', 'Public Health Consultant - Self-Employed', 'Self-Employed', '[{"company":"Self-Employed","company_id":null,"location":"","positions":[{"description":"","duration":"Jun 2020 - Present 1 year 10 months","duration_short":"1 year 10 months","end_date":"Present","start_date":"Jun 2020","subtitle":"Self-Employed","title":"Public Health Consultant"}],"url":""},{"company":"Management Science Associates, Inc. (MSA)","company_id":null,"location":"6565 Penn Ave. Pittsburgh, PA. 15206","positions":[{"description":"Information Technology Project Lead with Management Science Associates, Inc. (MSA). Project Lead on several software development projects for the Life Sciences Division. Leading teams to collect configuration preferences, product components, functionality options and product training. Information Technology Project Lead with Management Science Associates, Inc. (MSA). Project Lead on several software development projects for the Life Sciences Division. Leading teams to collect configuration preferences, product components, functionality options and product training.","duration":"Jul 2014 Jun 2020 6 years","duration_short":"6 years","end_date":"Jun 2020","start_date":"Jul 2014","subtitle":"Management Science Associates, Inc. (MSA)","title":"Information Technology Project Coordinator"}],"url":""},{"company":"ValueOptions","company_id":"valueoptions","location":"Trafford, PA","positions":[{"description":"• Implemented effective account management program (e.g., marketing presentations, proposal/pricing, meetings facilitation, project management, and issue resolution) for 6 internal business units, acted as primary liaison to clients requests. Created training manuals for the clients, and supported the manuals with live training presentations and follow-up webinars. • Led a project team of approximately 15 people in planning, developing and implementation of upgrades to the Provider Portal and Clinical system for clients. Each project system interfaced with the Connect Administration System (CAS) which is the Eligibility, Claims, Networks, and Authorization systems all combined. Improved the Provider Satisfaction rate of the Provider Portal by increased by 10% (76 % to 86%) satisfaction rate. • Reviewed all data requests, planned system conversion, facilitated weekly problem meetings, escalated and resolved all production issues to client satisfaction. • Led the Auto Authorization approval project that reduced the need for hiring additional clinical staff and saving the company an estimated $200,000 annually, and improved the authorization and billing process for all our HealthCare providers. • Researched new upgrades to existing business systems to enable operational efficiencies and cost savings. Worked closely with systems analysts and the clinical department to implement these system enhancements.• Trained the Healthcare providers on the new authorization request workflows. Created PowerPoint presentations and Training Manuals for the Go-To-Meeting webinars that I created and presented. Recorded and posted both the PowerPoint presentations and the webinars on the company website.• Recognized for excellent customer service, professionalism, thoroughness, and commitment to quality and teamwork. Commended for successful planning, implementation, and training efforts.","duration":"Nov 1998 Apr 2014 15 years 6 months","duration_short":"15 years 6 months","end_date":"Apr 2014","start_date":"Nov 1998","subtitle":"ValueOptions","title":"Special Projects Manager"}],"url":"https://www.linkedin.com/company/valueoptions"},{"company":"Allegheny County Health Department","company_id":"allegheny-county-health-department","location":"Pittsburgh, Pennsylvania, United States","positions":[{"description":"During my 17 year career with ACHD I worked in several programs within the ACHD department and gained a good understanding on health data and statistics. During my last position with ACHD I was the Program Administrator of the Allegheny County Health Department’s Injury Prevention and Surveillance System. We tracked Drug Poisoning Deaths, Colorectal Cancer, Lung Cancer, Breast Cancer, Firearm Injuries and Deaths, Motor Vehicle Injuries and Deaths, Diabetes, Fall Injuries and Deaths, and Stroke Mortalities for department reports.","duration":"Jun 1981 Nov 1998 17 years 6 months","duration_short":"17 years 6 months","end_date":"Nov 1998","start_date":"Jun 1981","subtitle":"Allegheny County Health Department","title":"Public Health Administrator"}],"url":"https://www.linkedin.com/company/allegheny-county-health-department"}]', '["Karen Madden “I worked with Jim Friend for several years at Value Behavioral Health of PA. We collaborated on many projects and served on the management team together. Jim is one of the brightest, most reliable, creative and results oriented person I have worked with. I have great respect for his perseverance and ability to move seemingly impossible projects to completion.”","David Rider “As the Special Projects Manager at ValueOptions, Jim developed an online billing process for locally-funded behavioral health services. This complex process involves over 2000 consumers and 29 vendors. Jim\'s program allows for real-time tracking of claims as well as generating person-level service analyses. Program effectiveness has been mapped and data-driven budget decisions are now possible. He delivered everything that I required and made suggestions for additional functionality that will be useful in the future. Jim also fostered pride in this project by his staff members as well as mine. This shared ownership will be valuable as we maintain this system in years to come. My highest endorsement is that I look forward to new projects where I can team with Jim Friend.”"]']### Assistant: The agent's job is to consult on public health matters, and today they are reaching out to the user to discuss a potential collaboration on a project related to tracking and analyzing data on injury prevention and surveillance.
|
### Human: Agent: ['Olympia W. Crawford', 'Olympia Woods is an innovative designer who focuses on marketing, visual branding, typography and photography. She works as Graphic Designer for the Office of Communications and Public Affairs at California State University, Los Angeles. There, Olympia does a variety of graphic design for both print and digital media platforms. Said design is geared toward informing the internal campus community as well as, external donors and alumni of upcoming programs, events, activities, employment opportunities, etc.', 'Graphic Designer III at California State University, Los Angeles', 'California State University-Los Angeles', '[{"company":"California State University-Los Angeles","company_id":"california-state-university-los-angeles","industry":"Higher Education","location":"Greater Los Angeles Area","positions":[{"description":"","duration":"May 2019 - Present 2 years 6 months","duration_short":"2 years 6 months","end_date":"Present","start_date":"May 2019","subtitle":"California State University-Los Angeles","title":"Graphic Designer III"}],"url":"https://www.linkedin.com/company/california-state-university-los-angeles"},{"company":"California State University-Dominguez Hills","company_id":"csudh","location":null,"positions":[{"description":"■ Responsible for creating menus, promotions andmarketing materials for over 16 dining and commercialservice operations. ■ Curator of a student outreachprogram “Street Food” ■ Increasing overall sales at thetwo most economically deficient restaurants by 50%through conceptual design, social media marketingand rebranding ■ Front-end web design ■ Create over40 PowerPoint presentations 400 social media, emailand print ads, and 90 ad campaigns.","duration":"Jan 2017 May 2019 2 years 5 months","duration_short":"2 years 5 months","end_date":"May 2019","start_date":"Jan 2017","subtitle":"California State University-Dominguez Hills","title":"Marketing Coordinator and Graphic Designer"},{"description":"■ Oversee the Marketing Department, managed undergraduate student designers and their daily operations ■ Created deliverables, event posters, graphics and marketing campaigns then relayed those items to various social media sites ■ PowerPoint presentations ■ Created over 115 social media ads, 80 posters, 2 annual reports and 8 ad campaigns","duration":"Aug 2015 Jan 2017 1 year 6 months","duration_short":"1 year 6 months","end_date":"Jan 2017","start_date":"Aug 2015","subtitle":"California State University-Dominguez Hills","title":"Web Graphic Designer"}],"url":"https://www.linkedin.com/company/csudh"},{"company":"Matthews Real Estate Investment Services","company_id":"matthewsreis","location":"El Segundo, California","positions":[{"description":"■ Created deliverables, web landing pages, e-mailmarketing, etc. ■ 10 web landing pages, 7 OfferingMemorandums, 2 brochures, letter head and businesscards, etc. ■ Created deliverables, web landing pages, e-mailmarketing, etc. ■ 10 web landing pages, 7 OfferingMemorandums, 2 brochures, letter head and businesscards, etc.","duration":"Jun 2016 Aug 2016 3 months","duration_short":"3 months","end_date":"Aug 2016","start_date":"Jun 2016","subtitle":"Matthews Real Estate Investment Services","title":"Graphic Design Intern"}],"url":"https://www.linkedin.com/company/matthewsreis"}]', '["Erick Parra “I have worked with Olympia during my tenure as the Graphic Designer for the Loker Student Union, within the California State University Dominguez Hills for over a year. I can say without a shadow of a doubt that Olympia is unparalleled when it comes to her integrity. She will take on any project--whether big or small--with her full undivided attention and is especially keen to collaborating and receiving feedback without any hesitation. Olympia is not only talented and creative, but she is constantly pursuing to better her skillset, she is a valuable asset to any employer.”","Michele Bury “I high recommend Olympia; she is such a talented and hard working graphic designer. As her professor and mentor, I was impressed with her top performing academic achievements. She completed several individual creative projects, incorporating her sound skills imaginatively. She threw herself into her work, showed reliability, maturity and handled an accelerated workload very well. In addition to this, Olympia is very friendly, trustworthy, dedicated and has a real passion and enthusiasm for design!”"]']
User: ['ChuChi (KK) Lin', 'KK is a Motion Graphics and Brand Designer with a sharp eye for detail, is passionate about design and the moving image, self-motivated and willing to take constructive criticism. She has experience working alone or with a team for films, music videos, commercials and broadcast projects, and loves to do illustration and character design.', 'Senior Visual Designer / Art Director (Contractor) at Facebook', 'kklin.me', '[{"company":"kklin.me","company_id":null,"location":"","positions":[{"description":"","duration":"Aug 2016 - Present 6 years","duration_short":"6 years","end_date":"Present","start_date":"Aug 2016","subtitle":"kklin.me","title":"Freelance Art Director"}],"url":""},{"company":"Untold Rebel","company_id":"untold-rebel","location":"San Francisco Bay Area","positions":[{"description":"We are a sock company, We designed our socks for mavericks and creatives alike, for people who aren’t afraid to stand apart from the crowd. The heart of our business stands at the intersection of design, function, and cause. Our approach integrates engineered comfort, thoughtful design and a cause that inspires us. Stayed tuned for more as we launch our Kickstarter in October 2018! untoldrebel.com We are a sock company, We designed our socks for mavericks and creatives alike, for people who aren’t afraid to stand apart from the crowd. The heart of our business stands at the intersection of design, function, and cause. Our approach integrates engineered comfort, thoughtful design and a cause that inspires us. Stayed tuned for more as we launch our Kickstarter in October 2018! untoldrebel.com","duration":"Feb 2017 - Present 5 years 6 months","duration_short":"5 years 6 months","end_date":"Present","start_date":"Feb 2017","subtitle":"Untold Rebel","title":"Co-Founder"}],"url":"https://www.linkedin.com/company/untold-rebel"},{"company":"Facebook","company_id":"facebook","location":"Menlo Park","positions":[{"description":"Worked on the “Global Art Project” to create culturally relevant Facebook Stories stickers and frames on a global scale. My role is responsible for working with artists from Brazil, India, MENA, and Indonesia, art direction, editorial design, illustration, motion graphics design, and animation Worked on the “Global Art Project” to create culturally relevant Facebook Stories stickers and frames on a global scale. My role is responsible for working with artists from Brazil, India, MENA, and Indonesia, art direction, editorial design, illustration, motion graphics design, and animation","duration":"Mar 2019 Sep 2019 7 months","duration_short":"7 months","end_date":"Sep 2019","start_date":"Mar 2019","subtitle":"Facebook","title":"Senior Visual Designer / Art Director (Contractor)"}],"url":"https://www.linkedin.com/company/facebook"},{"company":"eBay","company_id":"ebay","location":"San Francisco Bay Area","positions":[{"description":"","duration":"May 2017 Jul 2018 1 year 3 months","duration_short":"1 year 3 months","end_date":"Jul 2018","start_date":"May 2017","subtitle":"eBay","title":"Brand Designer"}],"url":"https://www.linkedin.com/company/ebay"},{"company":"First Person","company_id":"firstpersonsf","location":null,"positions":[{"description":"","duration":"Oct 2014 Jun 2016 1 year 9 months","duration_short":"1 year 9 months","end_date":"Jun 2016","start_date":"Oct 2014","subtitle":"First Person","title":"Associate Art Director"},{"description":"Design boards and animation for clients including Symantec, Cisco, Aruba, Google, AT&T, HP .....","duration":"Jun 2013 Oct 2014 1 year 5 months","duration_short":"1 year 5 months","end_date":"Oct 2014","start_date":"Jun 2013","subtitle":"First Person","title":"Designer"}],"url":"https://www.linkedin.com/company/firstpersonsf"},{"company":"WESTERNIZED Productions","company_id":"westernized-productions","location":"San Francisco Bay Area","positions":[{"description":"","duration":"Aug 2011 Jun 2013 1 year 11 months","duration_short":"1 year 11 months","end_date":"Jun 2013","start_date":"Aug 2011","subtitle":"WESTERNIZED Productions","title":"Motion Graphic Designer"}],"url":"https://www.linkedin.com/company/westernized-productions"},{"company":"Suspect INC","company_id":null,"location":"","positions":[{"description":"Motion Graphic Animator Motion Graphic Animator","duration":"Oct 2009 May 2011 1 year 8 months","duration_short":"1 year 8 months","end_date":"May 2011","start_date":"Oct 2009","subtitle":"Suspect INC","title":"Freelance / Intern"}],"url":""}]', '["Mohamed M. “KK came on board to assist in LINKA\'s iOS/Android App UI as well as product packaging. She was able to provide us with the full UI of both apps as well as our sleek product packaging. The quality and detail in her work has been highly praised by our customers and the press. Not only is KK highly skilled and has an attention to detail, she was also quite flexible with timeline as we held really tight timelines. We even received a call to be on SharkTank 4 days before our episode aired and she was able to assist in doing product photo, video clips and even some graphics for promoting last minute. KK\'s skills are still being utilized by LINKA today. Thanks KK, Keep up the awesome work! ”","Nathan Hackett “KK brings a passion for design and an amazing attitude that lights up the room. Whether leading or part of a team, KK is always looking to make the best designs and brings out the best in the people she works with. KK is fun, passionate and makes you want to work with her. But beyond all of that, KK has a unique and beautiful style in her work that makes you want to pitch her style all the time. Her skill in making complex ideas and concepts work in simple and beautiful designs is amazing. She makes things beautiful.”"]']### Assistant: The agent's job is to design visually compelling graphics for various media platforms, and today the user is reaching out to the agent because they need assistance with motion graphics for an upcoming commercial project.
|
### Human: Agent: ['Chad M.', 'Customer-centric B2C/B2B Product Marketer with expertise in customer engagement, user research, retention strategies, growth experimentation, customer education, and GTM planning/execution. Experience working in global markets and positioning products to succeed across the unique needs and behaviors of varying marketplaces. Additional experience in social media management, community management, and hosting/managing virtual and in-person events to drive customer awareness and evangelism. Also a former educator who uses past training in learning and instruction, design thinking, and empathy to inform and shape both content and marketing campaign development. Currently at Lyft working on Lyft Pink (rider membership) growth, engagement, and member experience.', 'Product Marketing at Lyft', 'Lyft', '[{"company":"Lyft","company_id":"lyft","industry":"Internet Publishing","location":"San Francisco, California, United States","positions":[{"description":"","duration":"Jan 2022 - Present 2 months","duration_short":"2 months","end_date":"Present","start_date":"Jan 2022","subtitle":"Lyft","title":"Product Marketing Manager II, Rider Membership"}],"url":"https://www.linkedin.com/company/lyft"},{"company":"Clever Inc.","company_id":"clever-inc-","location":"San Francisco Bay Area","positions":[{"description":"","duration":"Sep 2020 Dec 2021 1 year 4 months","duration_short":"1 year 4 months","end_date":"Dec 2021","start_date":"Sep 2020","subtitle":"Clever Inc.","title":"Sr. Product Marketing Manager, Core User Engagement"}],"url":"https://www.linkedin.com/company/clever-inc-"},{"company":"Quizlet","company_id":"quizlet","location":null,"positions":[{"description":"","duration":"Feb 2020 Sep 2020 8 months","duration_short":"8 months","end_date":"Sep 2020","start_date":"Feb 2020","subtitle":"Quizlet","title":"Global Marketing Lead, Teachers"},{"description":"","duration":"Jan 2019 Feb 2020 1 year 2 months","duration_short":"1 year 2 months","end_date":"Feb 2020","start_date":"Jan 2019","subtitle":"Quizlet","title":"Product Marketing Manager, Teachers"}],"url":"https://www.linkedin.com/company/quizlet"},{"company":"Facebook","company_id":"facebook","location":"Menlo Park, CA","positions":[{"description":"","duration":"Oct 2018 Jan 2019 4 months","duration_short":"4 months","end_date":"Jan 2019","start_date":"Oct 2018","subtitle":"Facebook","title":"Instructional Designer - SMB Marketing"}],"url":"https://www.linkedin.com/company/facebook"},{"company":"Coursera","company_id":"coursera","location":"Mountain View, CA","positions":[{"description":"","duration":"Sep 2017 Sep 2018 1 year 1 month","duration_short":"1 year 1 month","end_date":"Sep 2018","start_date":"Sep 2017","subtitle":"Coursera","title":"Community Manager"}],"url":"https://www.linkedin.com/company/coursera"},{"company":"East Side Union High School District","company_id":"east-side-union-high-school-district","location":"San Jose, CA","positions":[{"description":"","duration":"Aug 2012 Aug 2017 5 years 1 month","duration_short":"5 years 1 month","end_date":"Aug 2017","start_date":"Aug 2012","subtitle":"East Side Union High School District","title":"English Teacher"}],"url":"https://www.linkedin.com/company/east-side-union-high-school-district"},{"company":"Silicon Valley Urban Debate League (SVUDL)","company_id":"silicon-valley-urban-debate-league","location":"San Jose, California, United States","positions":[{"description":"","duration":"Aug 2015 Jun 2016 11 months","duration_short":"11 months","end_date":"Jun 2016","start_date":"Aug 2015","subtitle":"Silicon Valley Urban Debate League (SVUDL)","title":"Program Manager | Debate Coach"}],"url":"https://www.linkedin.com/company/silicon-valley-urban-debate-league"},{"company":"Sequoia Union High School District","company_id":"sequoia-union-high-school-district","location":"Woodside High School","positions":[{"description":"","duration":"Aug 2011 Jun 2012 11 months","duration_short":"11 months","end_date":"Jun 2012","start_date":"Aug 2011","subtitle":"Sequoia Union High School District","title":"Student Teacher"}],"url":"https://www.linkedin.com/company/sequoia-union-high-school-district"}]', '["Ankur Lee-Vakil “Chad played an incredibly important and vital role at Quizlet. He was the only person on the team who had experience as a teacher, and was teacher first in both education to others and creation of features for this audience. This included growth in the ambassador programs, content to educate teachers (including social) and running the largest conference (remote) for teachers that the company has ever seen. His passion for teachers, the education industry and providing tools to them can’t be mentioned enough times. On the personal side he was always open for a chat, brainstorm and a quick wireframe. While our product performed well in bringing in students via the SEO channel, Chad brought ideas that we sorely needed in the teachers space. Thank you for all the help and teamwork! ”","Anastasia Marchenkova “Chad and I were in the same org at Coursera and worked together on some high value projects that he grew from the ground up. Chad took on the management and product growth of the community degree partners, executed the mentorship and data science community program, and is data-driven - he seeks to analyze the true impacts of his execution. He takes charge of his projects and works cross-functionally to gain input from all the stakeholders internally and externally to execute with efficiency, and was able to create a program that is a key component of Coursera\'s degree business. This is a game-changer for many of our Coursera partners. I would definitely recommend Chad as a great collaborator and executor of complex projects. He\'s always striving to learn more and make a great impact. ”"]']
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 manage customer engagement and plan/execute marketing campaigns, and today the agent is reaching out to the user from IHI because they need assistance in event planning and high-profile client management.
|
### Human: Agent: ['Brandon Kulhanek, CPESC', 'Currently assigned to The Dow Chemical Corporation to assist with the Tittabawassee / Saginaw River and floodplain cleanup effort. Main focus centered on assessing and stabilizing riverbanks with a variety of treatment methods including bio-engineering and hard armoring. Specialties: •Stormwater Management•Bioengineering•Hydraulic / Hydrologic Analysis•Wetland Hydraulic Design•Green Infrastructure Design•Hydraulic monitoring in open channel, enclosed sewer systems, and groundwater•Underground utilities investigation,with focus on inflow and infiltration•EPA Storm Water Management Model (SWMM) Software 5.1•HEC-RAS•HEC-HMS•ArcGIS 10.3•Leica ArcGDS (LiDAR analysis)•2015 Civil 3D •Stream Restoration •Stream Assessment•Revised Universal Soil Loss Equation V.2 (RUSLE2) Software•WEPS (Wind Erosion Prediction Software)', 'Water Resources Engineer', 'Ramboll Environ', '[{"company":"Ramboll Environ","company_id":null,"location":"Midland, Michigan","positions":[{"description":"","duration":"Jun 2014 - Present 7 years 2 months","duration_short":"7 years 2 months","end_date":"Present","start_date":"Jun 2014","subtitle":"Ramboll Environ","title":"Senior Consultant"}],"url":""},{"company":"Cardno JFNew","company_id":"cardno-jfnew","location":"Lansing, Michigan Area","positions":[{"description":"","duration":"Jun 2012 Jun 2014 2 years 1 month","duration_short":"2 years 1 month","end_date":"Jun 2014","start_date":"Jun 2012","subtitle":"Cardno JFNew","title":"Water Resources Engineer"}],"url":"https://www.linkedin.com/company/cardno-jfnew"},{"company":"Van Buren County","company_id":null,"location":"Kalamazoo, Michigan Area","positions":[{"description":"","duration":"Apr 2010 Apr 2012 2 years 1 month","duration_short":"2 years 1 month","end_date":"Apr 2012","start_date":"Apr 2010","subtitle":"Van Buren County","title":"Water Resources Engineer/Soil Erosion Agent"}],"url":""},{"company":"Land Development Consultants, Inc.","company_id":"land-development-consultants-inc.","location":"","positions":[{"description":"","duration":"Apr 2009 Oct 2009 7 months","duration_short":"7 months","end_date":"Oct 2009","start_date":"Apr 2009","subtitle":"Land Development Consultants, Inc.","title":"Water Resources Engineer / Surveyor / Construction Inspector"}],"url":"https://www.linkedin.com/company/land-development-consultants-inc."},{"company":"Rockford Construction","company_id":"rockford-construction","location":"","positions":[{"description":"","duration":"May 2007 Sep 2007 5 months","duration_short":"5 months","end_date":"Sep 2007","start_date":"May 2007","subtitle":"Rockford Construction","title":"Construction Field Superintendent"}],"url":"https://www.linkedin.com/company/rockford-construction"},{"company":"URS Corporation","company_id":"urs-corporation","location":"Grand Rapids, MI","positions":[{"description":"","duration":"Jun 2006 Apr 2007 11 months","duration_short":"11 months","end_date":"Apr 2007","start_date":"Jun 2006","subtitle":"URS Corporation","title":"Water Resources Engineer"}],"url":"https://www.linkedin.com/company/urs-corporation"},{"company":"Orachard, Hiltz, & McCliment, Incorporated","company_id":"ohmadvisors","location":"Livonia, MI","positions":[{"description":"","duration":"May 2005 Jun 2006 1 year 2 months","duration_short":"1 year 2 months","end_date":"Jun 2006","start_date":"May 2005","subtitle":"Orachard, Hiltz, & McCliment, Incorporated","title":"Water Resources Engineer / Transportation Engineer / Construction Inspector"}],"url":"https://www.linkedin.com/company/ohmadvisors"}]', '["“I have worked with Brandon. He\'s a good Engineer who you can trust to get his share of the work done efficiently and competently. ”","“Always working hard and very easy to work with.”"]']
User: ['Megan Papoi, CMP', 'Specialties: Project Management, Event Planning, Logistics, Customer Service, Budgeting, Contract Negotiation, Marketing', 'Educational Program Coordinator at Office of K-12 Outreach, Michigan State University', 'Office of K-12 Outreach at Michigan State University', '[{"company":"Office of K-12 Outreach at Michigan State University","company_id":null,"location":"Michigan State University","positions":[{"description":"","duration":"Dec 2011 - Present 10 years 2 months","duration_short":"10 years 2 months","end_date":"Present","start_date":"Dec 2011","subtitle":"Office of K-12 Outreach at Michigan State University","title":"Educational Program Coordinator"}],"url":""},{"company":"Institute of Public Utilities","company_id":null,"location":null,"positions":[{"description":"","duration":"May 2008 Dec 2011 3 years 8 months","duration_short":"3 years 8 months","end_date":"Dec 2011","start_date":"May 2008","subtitle":"Institute of Public Utilities","title":"Operations Coordinator/Program Manager"},{"description":"","duration":"Jan 2007 May 2008 1 year 5 months","duration_short":"1 year 5 months","end_date":"May 2008","start_date":"Jan 2007","subtitle":"Institute of Public Utilities","title":"Conference Aide"}],"url":""},{"company":"Classic Catering & Events","company_id":null,"location":"Bridgman, MI","positions":[{"description":"Internship Internship","duration":"May 2006 Sep 2006 5 months","duration_short":"5 months","end_date":"Sep 2006","start_date":"May 2006","subtitle":"Classic Catering & Events","title":"FoodService Coordinator - Internship"}],"url":""}]', '["Janice Beecher “Megan Koebel was a tremendous asset to IPU and MSU.”","Dolores Midkiff-Powell “Megan is the best Operations Coordinator out there! She can put together any type of event. She is extremely friendly, knowledgeable, and outgoing. I don\'t have enough words to explain how wonderful Megan is! IPU is so lucky to have her working for them.”"]']### Assistant: The agent's job is to assist with the Tittabawassee / Saginaw River and floodplain cleanup effort, and today the user is reaching out to the agent because they need help with project management and logistics for an upcoming event related to the cleanup effort.
|
### Human: Agent: ['Madhu Valaboju', 'Accomplished leader in creating and managing sustainable operating model to drive growth and business continuity. Proven track record of successful client engagement for multiple accounts, bridged gaps between diversified branches, thus advancing project management standards by curtailing project derailments and managing stakeholder, client and business expectations. Well-rounded professional with experience in IT project management, vendor management, and handling multiple teams across locations with wide variety of technologies. Proven leader, hand-picked to turn around under performing projects; known and respected for leading successful change in projects and building credibility with executive teams and staff. Core Competencies:IT Project Management, Conflict Management, Turnaround Operations, Staffing & Resource Management, Risk & Issue Management, Financial Modeling & Analysis, Agile & Waterfall Methodologies, Cost/Benefit Analysis, Change Management, Stakeholder Management, Account Management, Global team management, Business acumen, Vendor management, Release management, Project Governance, SDLC, SOX, Web Development, e-commerce, QA TestingTools & Technologies: VBA, ASP, VB.Net, C#, Java, MS SQL Server, MS Office Suite (Project, Word, Excel, Access and Visio), Function Point Ananlysis, Tableau, Devops, JIRA, Kanban, Six Sigma, Project Phase Gates Framework, Portfolio Roadmap, RACI, Project Manager Assessment Framework', 'Solution Architecture | Data Analytics | Data Science | Business Intelligence', 'Kaiser Permanente', '[{"company":"Kaiser Permanente","company_id":"kaiser-permanente","industry":"Hospitals and Health Care","location":"San Francisco Bay Area","positions":[{"description":"","duration":"Jun 2017 - Present 4 years 2 months","duration_short":"4 years 2 months","end_date":"Present","start_date":"Jun 2017","subtitle":"Kaiser Permanente","title":"Solutions Architect"}],"url":"https://www.linkedin.com/company/kaiser-permanente"}]', '["“I report to Madhu directly ..All I can say is .he is on top of things ..there is absolutely no DELAY in getting response from Madhu ..Its a pleasure to work for such a wonderful person”","“My association with Madhu goes back to COSL/Polaris where we worked together. I\'m glad that association continued at CSC too. Madhu grew over the years from a being a Project lead to become a Delivery Manager/Leader with natural ease. Madhusudhan made a mark in every role he played through real dedication and hard work. He always has an eye for detail and methodical in his approach. We could trust him to deliver in every role he has performed in CSC over the past 5+ years. I wish him the very best.”"]']
User: ['Ashish Gupta , PMP, PMI-ACP, BRMP, ITIL', 'Strategically focused technology business leader with more than eighteen years of experience in Software Development, Software Quality Assurance, Project Management, Change Management, and Business Relationship Management.', 'IT Business Relationship Manager at City of Portland | Technology leadership to support strategic business needs.', 'City of Portland', '[{"company":"City of Portland","company_id":"city-of-portland","industry":"Government Administration","location":null,"positions":[{"description":"","duration":"Apr 2016 - Present 6 years 4 months","duration_short":"6 years 4 months","end_date":"Present","start_date":"Apr 2016","subtitle":"City of Portland","title":"Information Technology Business Relationship Manager"},{"description":"","duration":"Dec 2014 Apr 2016 1 year 5 months","duration_short":"1 year 5 months","end_date":"Apr 2016","start_date":"Dec 2014","subtitle":"City of Portland","title":"Principal Project Manager (Bureau of Technology Services)"}],"url":"https://www.linkedin.com/company/city-of-portland"},{"company":"First Pacific Corporation","company_id":"first-pacific-corporation","location":"Salem, Oregon","positions":[{"description":"","duration":"Feb 2002 Dec 2014 12 years 11 months","duration_short":"12 years 11 months","end_date":"Dec 2014","start_date":"Feb 2002","subtitle":"First Pacific Corporation","title":"Senior Project Manager/QA Manager"}],"url":"https://www.linkedin.com/company/first-pacific-corporation"},{"company":"Wall Street Tools LLC","company_id":null,"location":"","positions":[{"description":"","duration":"May 2007 Jul 2014 7 years 3 months","duration_short":"7 years 3 months","end_date":"Jul 2014","start_date":"May 2007","subtitle":"Wall Street Tools LLC","title":"Co-founder/ Technical Architect"}],"url":""},{"company":"Integrated Services Inc","company_id":"integrated-services-inc.","location":"Portland, OR","positions":[{"description":"","duration":"Jan 2001 Jan 2002 1 year 1 month","duration_short":"1 year 1 month","end_date":"Jan 2002","start_date":"Jan 2001","subtitle":"Integrated Services Inc","title":"Team Lead"}],"url":"https://www.linkedin.com/company/integrated-services-inc."},{"company":"First Insight Corp","company_id":"first-insight-corporation","location":"Hillsboro, OR","positions":[{"description":"","duration":"Oct 1999 Dec 2000 1 year 3 months","duration_short":"1 year 3 months","end_date":"Dec 2000","start_date":"Oct 1999","subtitle":"First Insight Corp","title":"Software Engineer"}],"url":"https://www.linkedin.com/company/first-insight-corporation"}]', '["Mike Goss, PMP®, DTM®, MCCT®, Certified Coach® “I highly recommend Ashish because of his sincerity and his drive to succeed. He is a continual learner. As a student in my PMP boot camp, he was a rich contributor to our conversations, and to the education of our classmates. As Assistant VP of Professional Development at PMI-Portland, he strives to ensure that members receive the best learning experience. It is a pleasure to work with Ashish.”","Dal Marsters “I enjoyed working with Ashish because he was genuinely interested in understanding the root causes behind issues that surfaced during the development process. He was highly responsive and took care to maintain a productive and professional, yet personable, relationship with those of us in the QA team. I would not hesitate to work with Ashish again.”"]']### Assistant: The agent's job is to provide IT business relationship management and technology leadership to support strategic business needs, and today the user is reaching out to the agent because they need assistance in creating and managing a sustainable operating model to drive growth and business continuity.
|
### Human: Agent: ['Joe Vago', "During my technology career I've worked for a multi-billion dollar bank, as a 2 person tech team for a small company, and a few mid-sized companies. At each position I have successfully delivered software that is immediately impactful - and can be supported for the long term. I have been the lead architect, designer and full stack developer for dozens of applications. I am the original and primary architect/developer on a system that still generates over $10M/year. You should find me highly dedicated to producing first-class applications with little need for on-going maintenance or support. I love being part of the whole project - beginning to end. High quality products with extra attention to the details, is how I proudly solve business problems. This approach has my customers thrilled with today's results and pleasantly surprised when many of their future needs are already met. You should find me articulate, honest and hopefully a bit funny. I am proud to show you my work. Ping me here or at josephvago@gmail.com and we can get started.", 'Javascript evangelist and proponent of Microsoft technologies.', 'Brick River Technologies', '[{"company":"Brick River Technologies","company_id":null,"location":"New Hampshire, United States","positions":[{"description":"","duration":"Jul 2020 - Present 1 year 5 months","duration_short":"1 year 5 months","end_date":"Present","start_date":"Jul 2020","subtitle":"Brick River Technologies","title":"Senior Web Developer"}],"url":""},{"company":"WoodPellets.com","company_id":"woodpellets-com","location":"Bedford, NH","positions":[{"description":"As Lead Architect & Developer I was primarily responsible in creating the companies first “Order & Delivery Management” single page web application (SPA). This allows full time and contract delivery drivers to report their deliveries in real time. We used the VueJS JavaScript framework with the VuetifyJS UI. Full sessionless secure routing into the database using JSON Web Tokens (JWT) consuming RESTful .NET APIs to a MsSQL database.On the companies flagship website WoodPellets.com I improved the site performance, including significant improvements to the responsive layout. Other major updates were done for security and checkout/payment UX which greatly improved user feedback. All product images were moved from static files to being served from the database making administrative updates easier and faster.Created full product administration on the companies internal custom Administration website. Added the applications first logging for all emails sent, and all errors encountered. This included added a search UI for the logged data. Product orders were linked directly to all emails sent from the customer facing and administrative website. Those improvements and dozens of other significant upgrades provided administrative users a vastly improved system which made managing orders, delivery, and customer needs easier and faster.Created the companies first Continuous Integration/Continuous Delivery (CI/CD) on all custom applications using Azure DevOps. We moved all source code to Azure GIT repositories. Setup Jenkins on RackSpace cloud servers to build and deploy updates to all environments.","duration":"Jul 2019 Apr 2020 10 months","duration_short":"10 months","end_date":"Apr 2020","start_date":"Jul 2019","subtitle":"WoodPellets.com","title":"Senior Web Developer"}],"url":"https://www.linkedin.com/company/woodpellets-com"},{"company":"Sky Websites.NET","company_id":null,"location":"Londonderry NH","positions":[{"description":"Sky Websites creates, supports and maintains websites for small to midsize businesses using WordPress, DotNetNuke, and MojoPortal content management systems.There is a lot of pride with handling the entire digital process from concept to design, build, and finally the launch of a website and SEO strategies. Facebook pages, and Google Analytic\'s and Bing Webmaster tools are easily incorporated to the websites. Dont forget about Yelp! and Superpages too... they can do a lot to drive business to the website.Most of all we hope you find that we listen to your needs and your expectations.","duration":"May 2012 Dec 2019 7 years 8 months","duration_short":"7 years 8 months","end_date":"Dec 2019","start_date":"May 2012","subtitle":"Sky Websites.NET","title":"Independent Business Owner"}],"url":""},{"company":"Medicus Healthcare Solutions","company_id":"medicus-healthcare-solutions","location":"22 Roulston Road, Windham, NH 03087","positions":[{"description":"Process Evangelist on many best-of-class efforts to fully implement source control with GIT in TFS and later in Bitbucket. Championed business adoption of SLDC process using Waterfall & Agile/Scrum methods. Documented requirements and managed work via Jira with Confluence.As Technical Project Manager, Lead Architect/Developer on most projects I was able to drastically move the company into modern business and technical while stabilizing updates to existing systems. Notable successes include:• Managed a team of 4 to create the \\"myMedicus\\" web portal for Medicus Providers and Clients. This single page web application (SPA) was the first of its kind in the Medical staffing space. The project started with AngularJS but soon switched to VueJS on the front end. The middleware is RESTful .NET WebAPIs connected to existing MsSQL databases.• Delivered a custom Salesforce Data Connector as a Windows Service (.NET) which has real-time two-way synchronization of sales data between the Medicus ERP MsSQL database and Salesforce. • Transitioned finance department from managing weekly FAXED “Timesheets” to custom online system using email approvals with full administration UI and reporting. Resulted in 20% reduction of staff to manage time sheets.• Used Jenkins set setup CI/CD on all applications in all environments.• Integrated DocuSign into the Medicus custom ERP system. This reduced a 30-minute effort to less than 2 minutes, while reducing errors. This enhancement added internal email notifications when contract statuses changed. Contracts Department planned to reduce staff by 30% in 2020.","duration":"Mar 2015 Jul 2019 4 years 5 months","duration_short":"4 years 5 months","end_date":"Jul 2019","start_date":"Mar 2015","subtitle":"Medicus Healthcare Solutions","title":"Senior Web Developer"}],"url":"https://www.linkedin.com/company/medicus-healthcare-solutions"},{"company":"VUEWorks, LLC","company_id":"vueworks-llc","location":"Manchester, NH","positions":[{"description":"Senior team member primarily responsible for updating UI controls on the “VueWorks” GIS Management web application to work with modern web browsers. Replaced old 3rd party UI controls with modern JavaScript controls. Upgraded application to current .NET framework. Transitioned many existing CRUD methods into RESTful .NET WebAPI services. Senior team member primarily responsible for updating UI controls on the “VueWorks” GIS Management web application to work with modern web browsers. Replaced old 3rd party UI controls with modern JavaScript controls. Upgraded application to current .NET framework. Transitioned many existing CRUD methods into RESTful .NET WebAPI services.","duration":"Feb 2014 Feb 2015 1 year 1 month","duration_short":"1 year 1 month","end_date":"Feb 2015","start_date":"Feb 2014","subtitle":"VUEWorks, LLC","title":"Senior Application Developer"}],"url":"https://www.linkedin.com/company/vueworks-llc"},{"company":"RBS Citizens Group","company_id":null,"location":"900 Elm Street","positions":[{"description":"My 20-year career in banking started at the technical help desk and completed as a lead architect, designer and developer for multiple client/server applications with support and management responsibilities. These major accomplishments include:• SweepNet® cash management website was modernized as with industry leading website security using .NET forms authentication. Managed team of 4 as Lead Developer.• Information Reporting web application interfaces with over 43 downstream systems plus external vendor systems with several custom EDI. Started as MS-Access database in 1997 and grew to generate over $10 million in 2013 as a robust ASP.NET web application for business customers.• Anti-Money Laundering Customer Identification system was created to meet Patriot Act requirements which identify new banking customers who did not meet a highly complex yet user-defined dynamic validation process. PWC was paid $2.6 million* to merge this application into a larger system.• Cash Items Fraud Prevention ASP.NET web application tracks and reports on fraudulent items. Automated communication processes assist in recovery of lost funds, including reporting to credit bureaus. Started application in 1999 and is still used when I left in 2013","duration":"May 1993 Aug 2014 21 years 4 months","duration_short":"21 years 4 months","end_date":"Aug 2014","start_date":"May 1993","subtitle":"RBS Citizens Group","title":"Senior Applications Developer"}],"url":""},{"company":"Merchants Fleet Management","company_id":"merchants-fleet","location":"1278 Hooksett Rd, Hooksett NH","positions":[{"description":"Managed multiple projects while contracting for Merchants. Projects include: Totalview Reporting Website; Insurance Renewals Application; Management Dashboard Website; SSRS Reports Managed multiple projects while contracting for Merchants. Projects include: Totalview Reporting Website; Insurance Renewals Application; Management Dashboard Website; SSRS Reports","duration":"Sep 2013 Jan 2014 5 months","duration_short":"5 months","end_date":"Jan 2014","start_date":"Sep 2013","subtitle":"Merchants Fleet Management","title":"Senior Web & .NET Developer"}],"url":"https://www.linkedin.com/company/merchants-fleet"},{"company":"Citizens Bank","company_id":"citizens-bank","location":"Manchester NH","positions":[{"description":"Lead designer and lead developer for client/server applications in secure banking environment for following departments: Cash Management, Money Operations, Telecom, Anti-Money Laundering, Risk Management, Fraud Prevention, and Purchasing. Excellent problem solving/troubleshooting skills and excellent data manipulation experience. Focuses on using object oriented development approach and believes in receiving frequent feedback from customers during the design and development phases. Experience with network and security concepts.","duration":"May 1993 Mar 2013 19 years 11 months","duration_short":"19 years 11 months","end_date":"Mar 2013","start_date":"May 1993","subtitle":"Citizens Bank","title":"Senior Application Developer"}],"url":"https://www.linkedin.com/company/citizens-bank"},{"company":"Alltel Information Systems, Inc","company_id":null,"location":"","positions":[{"description":"AWARDS: One Step Above AWARDS: One Step Above","duration":"Jul 1996 Jul 1998 2 years 1 month","duration_short":"2 years 1 month","end_date":"Jul 1998","start_date":"Jul 1996","subtitle":"Alltel Information Systems, Inc","title":"Server Developer/Analyst"}],"url":""},{"company":"First NH Bank","company_id":null,"location":"","positions":[{"description":"Lead designer and lead developer for client/server applications in secure banking environment for following departments: Cash Management, Money Operations, Telecom, Anti-Money Laundering, Risk Management, Fraud Prevention, and Purchasing. Excellent problem solving/troubleshooting skills and excellent data manipulation experience. Focuses on using object oriented development approach and believes in receiving frequent feedback from customers during the design and development phases. Experience with network and security concepts.","duration":"May 1993 Jul 1996 3 years 3 months","duration_short":"3 years 3 months","end_date":"Jul 1996","start_date":"May 1993","subtitle":"First NH Bank","title":"Senior Applications Analyst / Programmer"}],"url":""},{"company":"Mac-Durgin Associates","company_id":null,"location":"","positions":[{"description":"Troubleshoot PC hardware and software. Troubleshoot PC hardware and software.","duration":"Jun 1991 May 1993 2 years","duration_short":"2 years","end_date":"May 1993","start_date":"Jun 1991","subtitle":"Mac-Durgin Associates","title":"Personal Computer Field Service Technician"}],"url":""}]', '["John West “Joe is an experienced developer capable of taking on practically any task given to him and has an excellent work ethic. Joe is resourceful and self-motivated, and he can be counted on to carry tasks to completion with a thorough attention to detail. Among his many skills is his ability to quickly advance his technical knowledge through independent hands-on investigation and successfully apply it to the task at hand. Given the chance, I would not hesitate to hire Joe and I heartily recommend him for any position he may seek. ”","Gabriele De Vivo “I have known Joe Vago in a professional capacity and have worked with him for over 3 years on a specific project and have found him to be honest, reliable, dedicated, conscientious and an excellent member of the team.”"]']
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 manage email campaigns and develop email marketing strategies, while the user is reaching out to the agent because they need assistance in optimizing their email templates and improving their A/B testing practices.
|
### Human: Agent: ['Jason E. Foss, M.A.T., EQPC, EQAC', "I've had a wide variety of roles and responsibilities in my professional career -- Teacher, Salesman, Consultant, Writer, Student, Employment Specialist, and Customer Service Agent. I believe in lifelong learning and constantly strive to develop, adapt, and enhance my skills and abilities. I have a Master's degree in English Education and experience in corporate software, small and large business, nonprofit, and education sectors.I'm currently part of the talented and dedicated team at Twin Cities R!SE where we help individuals to seek out and secure meaningful employment and transform their lives for themselves and their families.I'm always looking to make new connections so reach out to me!", 'Delivering the tools of Personal Empowerment for people to achieve their goals.', 'Twin Cities R!SE', '[{"company":"Twin Cities R!SE","company_id":"twin-cities-rise","industry":"Nonprofit Organization Management","location":null,"positions":[{"description":"","duration":"Sep 2017 - Present 3 years 11 months","duration_short":"3 years 11 months","end_date":"Present","start_date":"Sep 2017","subtitle":"Twin Cities R!SE","title":"Empowerment Institute Training Manager"},{"description":"Twin Cities R!SE is an innovative anti-poverty organization that provides long-term job training and placement to adults facing barriers to employment success and financial independence.","duration":"Nov 2015 Aug 2017 1 year 10 months","duration_short":"1 year 10 months","end_date":"Aug 2017","start_date":"Nov 2015","subtitle":"Twin Cities R!SE","title":"Employment Specialist"}],"url":"https://www.linkedin.com/company/twin-cities-rise"},{"company":"Oracle","company_id":"oracle","location":null,"positions":[{"description":"Empowering people to power your brand by maximizing your understanding of your customer, the empowerment of your people, and the adaptability of your business. I can help you deploy a complete omni-channel solution to your customer experience needs.","duration":"Jul 2014 Nov 2015 1 year 5 months","duration_short":"1 year 5 months","end_date":"Nov 2015","start_date":"Jul 2014","subtitle":"Oracle","title":"Applications Sales Representative (CX/CRM Service)"},{"description":"Oracle provides the world’s most complete, open, and integrated business software and hardware systems, with more than 370,000 customers—including 100 of the Fortune 100—representing a variety of sizes and industries in more than 145 countries around the globe. Oracle\'s product strategy provides flexibility and choice to our customers across their IT infrastructure. In addition, Oracle\'s open architecture and multiple operating-system options gives our customers unmatched benefits from industry-leading products, including excellent system availability, scalability, energy efficiency, powerful performance, and low total cost of ownership.","duration":"Aug 2012 Jun 2014 1 year 11 months","duration_short":"1 year 11 months","end_date":"Jun 2014","start_date":"Aug 2012","subtitle":"Oracle","title":"Business Development Consultant"}],"url":"https://www.linkedin.com/company/oracle"},{"company":"Siegel Display Products","company_id":"siegel-display-products","location":"","positions":[{"description":"Outbound calling sales representative responsible for penetration, retention, and conversion of accounts. Marketing program initiation for targeted businesses across the United States. Supplier of trade show materials with solution based profitability and increased marketing for product visibility.","duration":"Jan 2010 Aug 2012 2 years 8 months","duration_short":"2 years 8 months","end_date":"Aug 2012","start_date":"Jan 2010","subtitle":"Siegel Display Products","title":"Inside Sales Representative"}],"url":"https://www.linkedin.com/company/siegel-display-products"},{"company":"Staples Business Advantage","company_id":"staples","location":"","positions":[{"description":"Managed over 35 educational / school business accounts (office products, facility supplies and furniture) in southern MN.• Coordinated customer fulfillment for on-line purchases for accounts of up to $230k annually.• Increased sales by 85% for second largest account in book of business.• Successfully increased portfolio of business by 19% over two year period. • Developed and conducted online ordering seminars.• Arranged and conducted 10-15 customer appointments per week.• Cultivated solid partnership relationships with key customer decision makers.• Developed and implemented strategies resulting in successful customer prospecting. • Solicited assigned new business opportunities in a timely manner. • Managed customer orders and compliance at customers\' locations and divisions.• Partnered with major manufacturers to manage and coordinate for school trade shows.","duration":"Feb 2007 Jun 2009 2 years 5 months","duration_short":"2 years 5 months","end_date":"Jun 2009","start_date":"Feb 2007","subtitle":"Staples Business Advantage","title":"School / Scholastic Account Manager"}],"url":"https://www.linkedin.com/company/staples"},{"company":"Corporate Express","company_id":"staples-australia-pty-limited","location":"","positions":[{"description":"Drove new account acquisition and penetrated existing accounts through outbound calling of targeted businesses within Minnesota.• Acquired new lines of business by making quality contacts to qualified prospects. • Successfully increased sales orders.• Two-time monthly winner of ‘sales blitz’ contest.• Exhibited positive work habits related to schedule adherence, daily production, outbound call management, and interaction with the sales team.• Utilized contact management software and order entry system to track and capture required account information.","duration":"Mar 2006 Feb 2007 1 year","duration_short":"1 year","end_date":"Feb 2007","start_date":"Mar 2006","subtitle":"Corporate Express","title":"Inside Sales Representative"}],"url":"https://www.linkedin.com/company/staples-australia-pty-limited"},{"company":"Houlihan\'s Restaurants, Inc.","company_id":"houlihan%27s-restaurants-inc-","location":"","positions":[{"description":"Customer Service","duration":"2002 2006 4 years","duration_short":"4 years","end_date":"2006","start_date":"2002","subtitle":"Houlihan\'s Restaurants, Inc.","title":"Trainer & Server"}],"url":"https://www.linkedin.com/company/houlihan%27s-restaurants-inc-"},{"company":"Minneapolis Public Schools","company_id":"minneapolis-public-schools","location":"","positions":[{"description":"Developed and instructed lesson plans, time management, conducted parent/teacher conferencing, grading, attended teacher development courses.","duration":"Jan 2001 Jul 2002 1 year 7 months","duration_short":"1 year 7 months","end_date":"Jul 2002","start_date":"Jan 2001","subtitle":"Minneapolis Public Schools","title":"7th grade English teacher"}],"url":"https://www.linkedin.com/company/minneapolis-public-schools"}]', '["“Jason\'s leadership, communication, and training experience coupled with his extensive knowledge of business has become a trusted resource for participants at Twin Cities R!SE seeking to improve their employement prospects. Jason has the proven ability to work with diverse groups and deliver training workshops that results in employment outcomes. ”","“Jason is an intelligent, resourceful and customer-focused sales professional. He secured a number of significant new accounts and successfully penetrated his existing book of business in the time that we worked together. He is well respected and trusted by his customers, co-workers, suppliers and even his competitors. Jason is an enthusiastic and dedicated worker who brings both a great attitude and a wonderful sense of humor to the table. I\'d strongly recommend Jason to any prospective employers.”"]']
User: ['Sara Huey', 'I am a performance-based marketing leader with extensive digital and direct marketing experience who can profitably build brands in an omni-channel business model. I develop & implement customer-centric marketing strategies that drive profitable sales & customer growth. I have extensive experience transforming traditional marketing strategies to a digital first model using CRM and performance marketing tools to optimize investment and drive customer response. I have excellent financial experience, including P&L responsibility, analytic ability and strong communication skills.', 'Director, Customer Relationship Marketing of Emerging Brands at Williams-Sonoma, Inc.', 'Williams-Sonoma, Inc.', '[{"company":"Williams-Sonoma, Inc.","company_id":"williams-sonoma-inc-","industry":"Retail","location":null,"positions":[{"description":"• Drive the transformation of traditional marketing strategies for multiple brands to a digitally-led marketing approach to optimize sales in the ever-changing retail and online consumer landscape• Create and execute our brand’s marketing strategy to increase awareness and drive new customer acquisition, customer retention, engagement and increased share of wallet• Oversee and optimize the advertising spend across the marketing mix: digital, catalog, print, email and loyalty and brand marketing; reallocate investment as needed• Implement segmentation and targeting tactics and drive test design to improve customer response• Develop and implement cross-channel digital marketing strategy leveraging: search, retargeting, display, social, affiliates, & influencer campaigns• Use customer level analysis and multi-touch attribution models to measure results• Drive personalization across email, site, and digital channels through custom audiences, journeys, and customer lifecycle stages• Develop eMail strategies that improve customer engagement; focus on driving triggered eMail programs • Expand brand reach via new channels (online and offline) using our rich content to tell stories and present our brands as unique shopping destinations• Leverage partnerships, collaborations, experiential and social to amplify our marketing messages and open the brands to new audiences• Optimize and report on marketing investment and customer KPI\'s monthly, quarterly, annually to CEO and Leadership Teams; support both short- and long-term revenue and customer growth goals","duration":"Jun 2019 - Present 2 years 3 months","duration_short":"2 years 3 months","end_date":"Present","start_date":"Jun 2019","subtitle":"Williams-Sonoma, Inc.","title":"Director, Customer Relationship Marketing of Emerging Brands (B2B, Rejuvenation, Mark & Graham)"},{"description":"","duration":"Apr 2019 Jun 2019 3 months","duration_short":"3 months","end_date":"Jun 2019","start_date":"Apr 2019","subtitle":"Williams-Sonoma, Inc.","title":"Director, Customer Relationship Marketing, west elm"},{"description":"","duration":"Apr 2018 Apr 2019 1 year 1 month","duration_short":"1 year 1 month","end_date":"Apr 2019","start_date":"Apr 2018","subtitle":"Williams-Sonoma, Inc.","title":"Sr. Manager, Customer Relationship Marketing at west elm"},{"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":"Williams-Sonoma, Inc.","title":"Marketing Manager, Customer Relationship Marketing at Rejuvenation"},{"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":"Williams-Sonoma, Inc.","title":"Sr. Marketing Analyst, Customer Relationship Marketing at west elm and Rejuvenation"}],"url":"https://www.linkedin.com/company/williams-sonoma-inc-"},{"company":"Dominican University of California","company_id":"dominican-university-of-california","location":"San Rafael, CA","positions":[{"description":"","duration":"Sep 2012 Jul 2015 2 years 11 months","duration_short":"2 years 11 months","end_date":"Jul 2015","start_date":"Sep 2012","subtitle":"Dominican University of California","title":"Marketing Manager"}],"url":"https://www.linkedin.com/company/dominican-university-of-california"},{"company":"Coca-Cola EAG (Eurasia Africa Group)","company_id":null,"location":"","positions":[{"description":"Analyzed data and developed a solution and algorithm to reallocate Coca-Cola resources within 36 countries of the region to improve marketing strategy and financial performancePresented data to Coca-Cola Senior Executives regarding Resource Allocation and Portfolio Management on an Academic Global Immersion in Istanbul, Turkey and through videoconference in San Francisco, CA Analyzed data and developed a solution and algorithm to reallocate Coca-Cola resources within 36 countries of the region to improve marketing strategy and financial performancePresented data to Coca-Cola Senior Executives regarding Resource Allocation and Portfolio Management on an Academic Global Immersion in Istanbul, Turkey and through videoconference in San Francisco, CA","duration":"Oct 2011 Aug 2012 11 months","duration_short":"11 months","end_date":"Aug 2012","start_date":"Oct 2011","subtitle":"Coca-Cola EAG (Eurasia Africa Group)","title":"University of San Francisco MBA Consulting Team"}],"url":""},{"company":"Demandforce","company_id":"demandforce","location":"San Francisco Bay Area","positions":[{"description":"Acted as Marketing Associate for Enterprise Department by developing the first marketing plan for the team; Managed the creative development of all marketing collateral for the team; Developed several lead generating marketing campaigns; Wrote case studies and Press ReleasesAssisted Account Executives with sales strategies, presentation and marketing tactics, and client services to ensure client successAided Corporate Marketing in website update Acted as Marketing Associate for Enterprise Department by developing the first marketing plan for the team; Managed the creative development of all marketing collateral for the team; Developed several lead generating marketing campaigns; Wrote case studies and Press ReleasesAssisted Account Executives with sales strategies, presentation and marketing tactics, and client services to ensure client successAided Corporate Marketing in website update","duration":"Jun 2011 Jan 2012 8 months","duration_short":"8 months","end_date":"Jan 2012","start_date":"Jun 2011","subtitle":"Demandforce","title":"MBA Marketing and Sales Intern, Enterprise Team"}],"url":"https://www.linkedin.com/company/demandforce"},{"company":"Yes To Inc","company_id":"yes-to-inc","location":"","positions":[{"description":"Coordinated market research on competitive products (pricing and positioning analysis, ingredient research and compilation) and compiled extensive data-analysis to present to executivesAssisted in coordinating the Seed Fund program (a non-profit part of the company that granted “Seed Fund Grants”) and helped launch promotional events with newly partnered Whole Foods MarketAssisted promotional and program events (local product demos) Coordinated market research on competitive products (pricing and positioning analysis, ingredient research and compilation) and compiled extensive data-analysis to present to executivesAssisted in coordinating the Seed Fund program (a non-profit part of the company that granted “Seed Fund Grants”) and helped launch promotional events with newly partnered Whole Foods MarketAssisted promotional and program events (local product demos)","duration":"Jan 2011 May 2011 5 months","duration_short":"5 months","end_date":"May 2011","start_date":"Jan 2011","subtitle":"Yes To Inc","title":"MBA Marketing Intern"}],"url":"https://www.linkedin.com/company/yes-to-inc"},{"company":"Abigroup Contractors Pty Limited","company_id":"lendlease","location":"","positions":[{"description":"","duration":"Oct 2009 Apr 2010 7 months","duration_short":"7 months","end_date":"Apr 2010","start_date":"Oct 2009","subtitle":"Abigroup Contractors Pty Limited","title":"Finance and Building Administrator (Contract Work)"}],"url":"https://www.linkedin.com/company/lendlease"},{"company":"VUS - Vietnam USA Society English Training Service Center","company_id":null,"location":"","positions":[{"description":"Taught English at a private language school in Vietnam; created lesson plans that were interesting and appropriate for the various ages of students at VUS. Taught English at a private language school in Vietnam; created lesson plans that were interesting and appropriate for the various ages of students at VUS.","duration":"May 2009 Oct 2009 6 months","duration_short":"6 months","end_date":"Oct 2009","start_date":"May 2009","subtitle":"VUS - Vietnam USA Society English Training Service Center","title":"English Teacher"}],"url":""},{"company":"Benchamaratrangsarit School","company_id":null,"location":"","positions":[{"description":"Taught English to 50 students per class at a secondary school in Thailand; created fun but educational lesson plans that catered to each particular class.Created a weekly class that focused on pronunciation for new English Teachers of Thai descent. Taught English to 50 students per class at a secondary school in Thailand; created fun but educational lesson plans that catered to each particular class.Created a weekly class that focused on pronunciation for new English Teachers of Thai descent.","duration":"Oct 2008 Mar 2009 6 months","duration_short":"6 months","end_date":"Mar 2009","start_date":"Oct 2008","subtitle":"Benchamaratrangsarit School","title":"English Teacher"}],"url":""},{"company":"107.7 The Bone - KSAN","company_id":null,"location":"","positions":[{"description":"Dealt directly with sales representatives to plan and organize promotion events; acted as the liaison between the sales department and promotion venues before and after events to facilitate efficient transitions; organized and executed promotional contests and on-air giveaways with the sales staff and on-air talent; handled follow-up communication after events; worked in office for Promotions Director doing administrative work; worked directly with business department to assist in billings and invoices; lead promotional team at events (concerts, promos)","duration":"Jun 2007 Oct 2008 1 year 5 months","duration_short":"1 year 5 months","end_date":"Oct 2008","start_date":"Jun 2007","subtitle":"107.7 The Bone - KSAN","title":"Promotions Associate"}],"url":""}]', '["Shelley Hunter “I expect Sara to go far in her career and consider any employer lucky to have her. She is one of the few people I have come across in my long career who does not need to hear anything a second time, tell or show her once and she\'s got it. Her work ethic is something to be admired. She is highly motivated, very professional, and a joy to work with.”","Melinda Pahl “In my long career as a marketing manager I have never worked with a quicker, and more productive individual than Sara Huey. She is an extraordinary talent whose quality work simultaneously meets multiple objectives with accuracy, finesse and strategic thoughtfulness. ”"]']### Assistant: The agent's job is to deliver the tools of Personal Empowerment for people to achieve their goals, and today, the user is reaching out to the agent because they need assistance in developing and implementing customer-centric marketing strategies to drive profitable sales and customer growth.
|
### Human: Agent: ['Dwayne West', 'An entrepreneur who blends critical thinking attained through academic training with hands-on experience in business development and sales. Highly motivated and performance-driven business professional who offers a track record of delivering on projects quickly, accurately and efficiently, and is known for building and maintaining client relations.', 'Program Manager at Google', 'Google', '[{"company":"Google","company_id":"google","industry":"Internet","location":"","positions":[{"description":"Supply Planning - Infrastructure Supply Chain","duration":"Mar 2021 - Present 5 months","duration_short":"5 months","end_date":"Present","start_date":"Mar 2021","subtitle":"Google","title":"Program Manager"}],"url":"https://www.linkedin.com/company/google"},{"company":"Oracle","company_id":"oracle","location":null,"positions":[{"description":"- Co-led Oracle Cloud Infrastructure Classic (OCI - C) and Oracle Cloud Infrastructure (OCI), specializing in Networking equipment - Led design team for Oracle’s Demand Capture Tool - a tool that takes Sales Bookings revenue and translates the demand into hardware units (Automation)- Managed an International team to build Oracle’s Rack Engine Tool - a tool that allows planners to assess which products are impacted due to shortages- Directed the automation of the Demand Capture Tool and Oracle’s Rack Engine Tool, which assists in eliminating human error- Onboarded VPs and Directors to newly developed tools within the organization- Provided insight to Oracle Application Lab to help automate Oracle’s business processes- Developed and maintained relationships with suppliers, internal customers, and outside stakeholders- Constructed models to assess the impact of E&O due to plan changes- Manage $107M forecasts for Oracle’s Ancillary Networking Equipment and NetSuite server business- Assisted in scrapping and/or broker sold Oracle’s excess material- Plan over $250M of Networking equipment for the fiscal year- Built and helped establish the analytical tools used to forecast products- Conduct weekly stakeholder meetings with suppliers and internal business units","duration":"Jun 2017 Mar 2021 3 years 10 months","duration_short":"3 years 10 months","end_date":"Mar 2021","start_date":"Jun 2017","subtitle":"Oracle","title":"Program Manager / Sr. Cloud Demand Supply Planner"},{"description":"-Collaborated with marketing and cross-functional business partners to develop quarterly, monthly, and weekly bottoms-up forecasts using historical data, customer insights, marketing and promotional plans, and new product launch strategies.-Produced a 13 week rolling forecast for Oracle\'s suppliers using historical data, MRP data, and a forecasting model.-Recommended forecast changes to improve accuracy. -Partnered with platform planners to stay current on platform transition cycles. -Conduct bi-weekly forecast meetings with suppliers and stakeholders to provide key insights on forecasts and trends.-Initiated CP edits when necessary.-Attend weekly meetings with key stakeholders and business partners to ensure complete understanding of accounts.-Published comprehensive quarterly, monthly, and weekly forecasts to actuals, and identified trends and variances to forecasts.-Enhanced technical knowledge of products by attending product development meetings.-Provide operations team with forecasts updates as needed for production and inventory planning. -Built Excel spreadsheets to capture supply and forecast data to effectively minimize E&O risks.-Utilized Demantra to load plans.-Created PowerPoint presentations for deep dives and built statistical forecasting models.","duration":"Oct 2015 Jun 2017 1 year 9 months","duration_short":"1 year 9 months","end_date":"Jun 2017","start_date":"Oct 2015","subtitle":"Oracle","title":"Master Scheduler/Forecast Analyst"},{"description":"- Manually tested the configurator for quality, bugs, UI issues, and proper functionality. - Wrote simple Java code in order to test the configurator through automation. - Ensured proper slotting took place for the Exadata X5-2 through the use of XML tests - automation. - Point of contact for UI refresh project in order to upgrade the configurator to the satisfaction of Oracle\'s customer base. - Performed batch validation analysis to make sure old part numbers were removed from the configurator and replaced with new ones. - Drove change by improving the process of the installation of a new system that effectively and equitably distributes load balance among team members. - Developed a volunteer program that allowed younger Oracle employees the ability to volunteer for Meals on Wheels of S.F. - Member of the Steering Committee to help improve the experience of Oracle\'s new hires.- Participated in cross-functional team projects that addressed the most cost-effective way to deal with intermittent demand, which resulted in a process and policy change. -","duration":"Jul 2014 Oct 2015 1 year 4 months","duration_short":"1 year 4 months","end_date":"Oct 2015","start_date":"Jul 2014","subtitle":"Oracle","title":"Software Developer"}],"url":"https://www.linkedin.com/company/oracle"},{"company":"R & D Development, INC","company_id":null,"location":"Redding, California Area","positions":[{"description":"• Developed and maintained relationships with clients and local real estate agents resulting in repeat business and referrals. • Effectively handled objections and alleviated client tensions and apprehensions. • Increased company exposure and sales, and acquired prospects for new loans/homes by developing marketing materials and conducting cold calls. • Evaluated client financials to determine eligibility and offered properties/loans that fit their budget, needs and preferences. • Managed contracts, negotiations and all aspects of sales to finalize purchases and exceed customer expectations. • Originated, processed and closed customer loans for owner occupied, rental, developed and undeveloped properties. • Negotiated, facilitated and managed real estate transactions. Stayed educated on continually changing mortgage rates and related real estate news. • Educated and comforted clients through entire process of loan closing and/or home buying/selling.","duration":"Jun 2005 Jul 2009 4 years 2 months","duration_short":"4 years 2 months","end_date":"Jul 2009","start_date":"Jun 2005","subtitle":"R & D Development, INC","title":"Loan Officer"}],"url":""}]', '["“Dwayne is one of the most capable and discerning professionals that I know. I had the pleasure of seeing Dwayne rapidly advance at Oracle, as his keen ability to break down complex problems and offer unique solutions was recognized early in his professional career. He has the keen mind of a trained academic and an unparalleled work ethic. Any organization that has Dwayne is extremely fortunate and will find him to be a capable contributor, leader, thinker and team member.”","“Dwayne was one of the hardest working students at Chico State that I had the privilege of studying philosophy with.”"]']
User: ['Carrie Mlinarcik', 'Job title Data Entry Tier One Analyst TECHWERKS LLC', 'Helping veterans one record at a time', 'TechWerks', '[{"company":"TechWerks","company_id":"techwerks","industry":"Information Technology and Services","location":"San Antonio, Texas Area","positions":[{"description":"Updating records for the Veteran\'s Administration","duration":"Feb 2020 - Present 1 year 6 months","duration_short":"1 year 6 months","end_date":"Present","start_date":"Feb 2020","subtitle":"TechWerks","title":"Tier One Analyst"}],"url":"https://www.linkedin.com/company/techwerks"},{"company":"BYK USA Inc","company_id":null,"location":"","positions":[{"description":"","duration":null,"duration_short":"","end_date":null,"start_date":null,"subtitle":"BYK USA Inc","title":"Tech Lab Adm Asst."}],"url":""}]', '["“Carrie is a person strongly dedicated to her work. She always accept gracefully any kind of assignement and complete them all very diligently and with enthusiasm. She is also very creative and resourceful to resolve any sort of situation. She is highly personnable, always cheerful, a joy to work with!”","“Carrie has always been a dedicated and very dependable employee. She is friendly and out-going.”"]']### Assistant: The agent's job is to manage program planning and supply chain at Google, and today, the agent is reaching out to the user to discuss potential collaboration opportunities in updating records for the Veteran's Administration.
|
### Human: Agent: ['Carly-Rae Moss', 'Experienced Customer Success leader with a demonstrated history of working in the financial services, FinTech, and SaaS industries. Skilled in Sales, Securities, Investment Advisory, Mutual Funds, Management, and Healthcare. Strong support professional graduated from Loyola University Chicago.', 'Customer Success Director at BRINGG', 'Bringg', '[{"company":"Bringg","company_id":"bringg","industry":"Internet","location":"Chicago, Illinois, United States","positions":[{"description":"","duration":"Jun 2021 - Present 6 months","duration_short":"6 months","end_date":"Present","start_date":"Jun 2021","subtitle":"Bringg","title":"Customer Success Director"}],"url":"https://www.linkedin.com/company/bringg"},{"company":"Alegeus","company_id":"alegeus-technologies","location":"Greater Chicago Area","positions":[{"description":"","duration":"Jul 2020 Jun 2021 1 year","duration_short":"1 year","end_date":"Jun 2021","start_date":"Jul 2020","subtitle":"Alegeus","title":"Manager of Customer Success"}],"url":"https://www.linkedin.com/company/alegeus-technologies"},{"company":"Ansarada","company_id":"ansarada","location":"Greater Chicago Area","positions":[{"description":"","duration":"Sep 2015 Mar 2020 4 years 7 months","duration_short":"4 years 7 months","end_date":"Mar 2020","start_date":"Sep 2015","subtitle":"Ansarada","title":"Head Of Customer Success - AMER"}],"url":"https://www.linkedin.com/company/ansarada"},{"company":"Robert W. Baird & Co.","company_id":"robert-w-baird-&-co","location":"Greater Milwaukee Area","positions":[{"description":"Organized and oversaw the onboarding of high producing Financial Advisors and Financial Advising teams. Worked directly with internal partners to create a seamless experience for the new associates, but most importantly, the clients. Organized and oversaw the onboarding of high producing Financial Advisors and Financial Advising teams. Worked directly with internal partners to create a seamless experience for the new associates, but most importantly, the clients.","duration":"Feb 2008 Sep 2015 7 years 8 months","duration_short":"7 years 8 months","end_date":"Sep 2015","start_date":"Feb 2008","subtitle":"Robert W. Baird & Co.","title":"Assistant Vice President Transition Team Manager"}],"url":"https://www.linkedin.com/company/robert-w-baird-&-co"},{"company":"Wells Fargo","company_id":"wellsfargo","location":"Menonee Falls, WI","positions":[{"description":"Researched trade and account-related concerns. Helped clients with direct-to-fund investment decisions. Oversaw the Investor Center for walk-in clients and scheduled client meetings. Researched trade and account-related concerns. Helped clients with direct-to-fund investment decisions. Oversaw the Investor Center for walk-in clients and scheduled client meetings.","duration":"Jul 2005 Feb 2008 2 years 8 months","duration_short":"2 years 8 months","end_date":"Feb 2008","start_date":"Jul 2005","subtitle":"Wells Fargo","title":"Client Service Team"}],"url":"https://www.linkedin.com/company/wellsfargo"}]', '["Vicky Rundle “Carly is reliable, approachable and outgoing. In her capacity as a CS Team Lead for Ansarada in the US, Carly often went over and above to exceed both her customer and her employers expectations. Carly has an incredible can do attitude and has been an exception help to the Finance Team which we are extremely grateful for. ”","Madeline Anthony “I\'ve had the pleasure of working with Carly over the last 2 years and I couldn\'t thank her enough for being such a positive influence at Ansarada. Her energy and positivity always helped to motivate those around her. She is a very caring individual and will put her teams happiness in front of her own. She has achieved a lot over the years and I\'m glad I had the opportunity to work alongside her. ”"]']
User: ['Daniel Barychev', 'Software Engineer at Microsoft on the Power Automate TeamCarnegie Mellon University Class of 2020Former Intern at IBM and freelance developer from PhiladelphiaCheck out my personal website at www.danbarychev.com', 'Software Engineer at Microsoft', 'Microsoft', '[{"company":"Microsoft","company_id":"microsoft","industry":"Computer Software","location":"Bellevue, Washington, United States","positions":[{"description":"Power Automate Team","duration":"Aug 2020 - Present 1 year 1 month","duration_short":"1 year 1 month","end_date":"Present","start_date":"Aug 2020","subtitle":"Microsoft","title":"Software Engineer"}],"url":"https://www.linkedin.com/company/microsoft"}]', '["Laurie Heller “Daniel has been an excellent technical mentor to my son, a middle-school student. Starting in fall of 2019 he met weekly with my son. They have primarily been working with 3d modeling in Maya (for animation) but Daniel has also helped with other occasional computer programming questions. He has been highly knowledgeable, very patient, and extremely reliable. He seems to come with a flexible \'lesson plan\' in his head each time, too. Highly recommended!”","Max Reed “We were very lucky to have Daniel on board as BACelet’s Lead Software Developer this summer. Daniel created our initial iOS app that successfully connected to our hardware device via Bluetooth and was highly sufficient for user testing. In addition to bluetooth connection and beautiful UI, Daniel implemented an in-app messaging system, live friends feed, and other BACelet specific features such as a drink calculator and time-until-sober indicator. I was extremely impressed by Daniel’s work ethic, organization, communication skills, and ability to figure out any obstacle he wasn’t familiar with. Daniel was a tremendous asset not only as a strong Software Developer, but as a committed team player. I look forward to working with Daniel in the future and can’t wait to see what he does next!”"]']### Assistant: The agent's job is to provide technical guidance and support, and today, the agent is reaching out to the user because they need to offer assistance in troubleshooting a software issue.
|
### Human: Agent: ['Kim Shuford', 'Senior Loan Officer in the Dallas area since 1999 as well as having a thorough understanding of the Real Estate side of the business from lifelong exposure. I have experience in all types of loans - FHA, VA, Conventional and Commercial. My goal is to always treat my clients as I would want to be treated! Specialties: FHA, VA, Conventional, Purchases, Re-finances, Loan Officer Customer Service', 'Senior Loan Officer - 1st UCU Home Mortgage', 'Mobile Notary Services', '[{"company":"Mobile Notary Services","company_id":null,"location":"North Central Texas","positions":[{"description":"Mobile Notary Services to those located in North Central Texas. Professional Loan Signing services to those who are purchasing, selling, or refinancing real estate transactions. Mobile Notary Services to those located in North Central Texas. Professional Loan Signing services to those who are purchasing, selling, or refinancing real estate transactions.","duration":"2012 - Present 10 years","duration_short":"10 years","end_date":"Present","start_date":"2012","subtitle":"Mobile Notary Services","title":"Mobile Notary"}],"url":""},{"company":"The Doodlebug Club","company_id":null,"location":"","positions":[{"description":"The Doodlebug Club is a non-profit organization to help aid families in the North Central Texas areas. We rely solely on donations by the community to help those in our area. The Doodlebug Club is a non-profit organization to help aid families in the North Central Texas areas. We rely solely on donations by the community to help those in our area.","duration":"Oct 2008 - Present 13 years 5 months","duration_short":"13 years 5 months","end_date":"Present","start_date":"Oct 2008","subtitle":"The Doodlebug Club","title":"Founder/President"}],"url":""},{"company":"1st UCU Mortgage Services","company_id":null,"location":"Dallas/Fort Worth Area","positions":[{"description":"Customer service and professionalism is key in the mortgage industry and by using a high level of both, I obtain clients, interact with Realtors, title companies, appraisers, and my borrowers in securing them the best mortgage to fit their needs, whether it be FHA, VA, or Conventional. Customer service and professionalism is key in the mortgage industry and by using a high level of both, I obtain clients, interact with Realtors, title companies, appraisers, and my borrowers in securing them the best mortgage to fit their needs, whether it be FHA, VA, or Conventional.","duration":"Apr 2012 Aug 2013 1 year 5 months","duration_short":"1 year 5 months","end_date":"Aug 2013","start_date":"Apr 2012","subtitle":"1st UCU Mortgage Services","title":"Senior Loan Officer"}],"url":""},{"company":"Cendera Funding","company_id":"cendera-funding","location":"","positions":[{"description":"","duration":"Jul 2010 Sep 2011 1 year 3 months","duration_short":"1 year 3 months","end_date":"Sep 2011","start_date":"Jul 2010","subtitle":"Cendera Funding","title":"Senior Loan Officer"}],"url":"https://www.linkedin.com/company/cendera-funding"},{"company":"Brazos National Bank","company_id":"brazos-national-bank","location":"","positions":[{"description":"","duration":"Jun 2009 Jun 2010 1 year 1 month","duration_short":"1 year 1 month","end_date":"Jun 2010","start_date":"Jun 2009","subtitle":"Brazos National Bank","title":"Senior Loan Officer"}],"url":"https://www.linkedin.com/company/brazos-national-bank"},{"company":"Amerinet Mortgage dba Alethes LLC","company_id":null,"location":"","positions":[{"description":"","duration":"Jan 2007 Jun 2009 2 years 6 months","duration_short":"2 years 6 months","end_date":"Jun 2009","start_date":"Jan 2007","subtitle":"Amerinet Mortgage dba Alethes LLC","title":"Branch Manager/Senior Loan Officer"}],"url":""},{"company":"First Capital Investment Co., LLC/America\'s MortgageServices","company_id":null,"location":"","positions":[{"description":"","duration":"Dec 2002 Jan 2007 4 years 2 months","duration_short":"4 years 2 months","end_date":"Jan 2007","start_date":"Dec 2002","subtitle":"First Capital Investment Co., LLC/America\'s MortgageServices","title":"Loan Officer"}],"url":""},{"company":"Advantage Investors Mortgage","company_id":null,"location":"","positions":[{"description":"","duration":"Sep 1999 Dec 2002 3 years 4 months","duration_short":"3 years 4 months","end_date":"Dec 2002","start_date":"Sep 1999","subtitle":"Advantage Investors Mortgage","title":"Loan Officer"}],"url":""}]', '["Carl White, Mortgage Marketing Animals “Kim comes with my highest recommendations. She is always looking for new ideas to assist her clients. I admire her for her creative work and her willingness to \\"give first\\". You would be doing yourself a favor to align yourself with Kim as I have. Respectfully Submitted, Carl White”","Dale Hughes “Kim has a driven personality and is extremely resourceful. She can finish any task with integrity and attention to detail and she has a family of clients who maintain communication with her. She would make an excellent employee.”"]']
User: ['Alana Heaton Voll', 'Deep real estate lending, loan processing, valuation, hard money risk management/underwriting, transactional closing, loan documentation and enforcement, loan servicing, loan workout, loss mitigation, REO asset management and asset level legal oversight experience. Also, team recruiting, hiring, financial reporting, corporate legal and administrative oversight.', 'Vice President - Loan Operations at The Private Lender Network', 'The Private Lender Network', '[{"company":"The Private Lender Network","company_id":"the-private-lender-network","industry":"Financial Services","location":"Austin, Texas Area","positions":[{"description":"","duration":"Jun 2012 - Present 9 years 8 months","duration_short":"9 years 8 months","end_date":"Present","start_date":"Jun 2012","subtitle":"The Private Lender Network","title":"Vice President - Loan Operations"}],"url":"https://www.linkedin.com/company/the-private-lender-network"},{"company":"Alana Heaton Voll Due Diligence Support Services","company_id":null,"location":"","positions":[{"description":"","duration":"Oct 2000 - Present 21 years 4 months","duration_short":"21 years 4 months","end_date":"Present","start_date":"Oct 2000","subtitle":"Alana Heaton Voll Due Diligence Support Services","title":"Business Owner/Consultant"}],"url":""},{"company":"Archon Group (now known as Goldman Sachs - Real Estate Division)","company_id":null,"location":"Irving, Texas, United States","positions":[{"description":"","duration":"1994 2000 6 years","duration_short":"6 years","end_date":"2000","start_date":"1994","subtitle":"Archon Group (now known as Goldman Sachs - Real Estate Division)","title":"Closing Manager"}],"url":""},{"company":"The Travelers Realty Investment Company - A division of The Travelers Insurance Company","company_id":null,"location":"Dallas, Texas","positions":[{"description":"","duration":"1991 1994 3 years","duration_short":"3 years","end_date":"1994","start_date":"1991","subtitle":"The Travelers Realty Investment Company - A division of The Travelers Insurance Company","title":"Investment Supervisor"}],"url":""}]', '["Chris Ragland, MBA “Alana has set the standard at Streamline for work ethic and due diligence. As a leader, she has taken our business to the next level as we continue to grow the company. When you look back at a rapidly growing company, you can always point to a few people who were cornerstones, Alana is one of those people. I look forward to working with her in the years to come.”","LinkedIn User “Having had the opportunity to work with Alana for more than 10 years, I can say without hesitation Alana provides class A work product, always on time/budget and has had profound positive impact on net results for our company. Alana is highly detailed and organized and has your best interests at heart, with an idea of how to protect her client and at the same time seek out how to assist in creating value.”"]']### Assistant: The agent's job is to provide loan and mortgage services, and today the agent is reaching out to the user because they need assistance with loan processing and valuation for a real estate transaction.
|
### Human: Agent: ['Enrique Cervantes', '10 years of default mortgage servicing experience - Expertise in mitigating risk and enabling compliance with extensive experience in vendor management and default servicing in support of Fortune 500 companies in the Real Estate Financial Services sector. Adept at leveraging critical thinking and communication with knowledge of Federal law compliance and Statement of Work (SOW) to coordinate details and ensure contracts are managed within cost. Capacity for identifying corporate needs, recommending improvements, and implementing profitable business solutions.', 'Real Estate Agent at Ubicante Group', 'Ubicante Group', '[{"company":"Ubicante Group","company_id":null,"location":"Garland, Texas, United States","positions":[{"description":"","duration":"Oct 2019 - Present 2 years","duration_short":"2 years","end_date":"Present","start_date":"Oct 2019","subtitle":"Ubicante Group","title":"Real Estate Agent"}],"url":""},{"company":"Capital One","company_id":"capital-one","location":"Plano, Texas","positions":[{"description":"Maintained relationships with assigned vendors and acted as primary point of contact to remediate issues related to property preservation such as code violations, inspections, landscaping, and property repairs.• Ensured vendor compliance with Statement of Work, Federal laws, and Investor requirements minimizing risk on Default and Real Estate Owned (REO) assets.• Created and maintained updated policies and procedures to ensure compliance with Mortgage Servicing requirements.• Mitigated escalated matters directly with local code enforcement to remediate city code violations.• Led weekly vendor meetings to review reports associated with property preservation performance, discussed opportunities for improvement, and provided feedback to client Manager.• Completed monthly testing of loans using a Quality Control (QC) scorecard to validate vendor compliance with SOW, Regulatory, and Investor requirements.• Reviewed and approved vendor repair estimates received outside of delegated authority.• Filed hazard insurance claims and partnered with insurance adjusters to evaluate claimable damages.Eviction Oversight SpecialistHosted bi-weekly and monthly calls with vendor eviction management team to review reporting, discuss performance, compliance, and litigated matters.• Analyzed assigned vendors reports to track Evictions/Cash for Keys success ratio based on set key performance indicators.• Performed monthly loan level audits on REO assets to ensure vendor compliance with Federal laws and contractual requirements.","duration":"Dec 2012 Oct 2018 5 years 11 months","duration_short":"5 years 11 months","end_date":"Oct 2018","start_date":"Dec 2012","subtitle":"Capital One","title":"Property Preservation Vendor Oversight"}],"url":"https://www.linkedin.com/company/capital-one"},{"company":"Bank of America","company_id":"bank-of-america","location":"Richardson, Texas","positions":[{"description":"Ensured Eviction Firms initiated eviction matters in compliance with federal laws and company core values to protect the brand.• Developed high impact vendor relationships, monitored performance, and led recurring meetings and routines via teleconference and on-site visits.• Monitored and reviewed all photographic evidence provided by field services vendors to confirm compliance with city codes and Home Owners Association guidelines. Ensured Eviction Firms initiated eviction matters in compliance with federal laws and company core values to protect the brand.• Developed high impact vendor relationships, monitored performance, and led recurring meetings and routines via teleconference and on-site visits.• Monitored and reviewed all photographic evidence provided by field services vendors to confirm compliance with city codes and Home Owners Association guidelines.","duration":"Jan 2012 Dec 2012 1 year","duration_short":"1 year","end_date":"Dec 2012","start_date":"Jan 2012","subtitle":"Bank of America","title":"Eviction Oversight Specialist"}],"url":"https://www.linkedin.com/company/bank-of-america"},{"company":"Old Republic Title","company_id":"oldrepublictitle","location":"Dallas/Fort Worth Area","positions":[{"description":"Supported Asset Managers using reporting tools to manage Brokers Price Opinion (BPO) and Appraisal timelines to minimize depreciation and holding cost for clients.• Used proactive approach to reduce REO inventory cycle times by efficiently transitioning properties to marketable statuses, determine occupancy, administered the eviction process, oversee the ordering of property preservation, and ordered appraisals.• Confirmed properties were in neighborhood-like standards and within compliance of city code enforcement.• Reviewed and executed buyer’s completed bank addendum, purchase agreement, and other state required disclosures to ensure successful sale of REO assets.","duration":"May 2010 Oct 2011 1 year 6 months","duration_short":"1 year 6 months","end_date":"Oct 2011","start_date":"May 2010","subtitle":"Old Republic Title","title":"Assistant Asset Manager"}],"url":"https://www.linkedin.com/company/oldrepublictitle"},{"company":"Bank of America","company_id":"bank-of-america","location":"Richardson, Texas","positions":[{"description":"Initiated attorney eviction referrals post foreclosure sale. Managed attorney network to ensure compliance with local municipalities regarding eviction matters.• Minimized losses to bank by utilizing company vacancy alternatives of cash for keys or court settlement agreement in for mortgagors and tenants.• Supported Marketing department by ordering BPO and appraisal values post vacancy of property and completion of rehab repairs. Initiated attorney eviction referrals post foreclosure sale. Managed attorney network to ensure compliance with local municipalities regarding eviction matters.• Minimized losses to bank by utilizing company vacancy alternatives of cash for keys or court settlement agreement in for mortgagors and tenants.• Supported Marketing department by ordering BPO and appraisal values post vacancy of property and completion of rehab repairs.","duration":"Sep 2007 May 2010 2 years 9 months","duration_short":"2 years 9 months","end_date":"May 2010","start_date":"Sep 2007","subtitle":"Bank of America","title":"Sr. Evictions Specialist"}],"url":"https://www.linkedin.com/company/bank-of-america"}]', '["Wimberly Parks “I have had the pleasure of working with Enrique for several years at Capital One. He shows tremendous drive and determination to do the best job he can each and every day. He constantly strives to tackle any challenge presented. He did an excellent job of taking the Evictions and Property Preservation areas to a well managed state. Enrique worked with several third party vendors and was fantastic in the relationship and risk management of the vendors. He created score cards, and instated meeting routines where performance was reviewed and challenges addressed. He was incredibly proactive and as a result our external partners clearly understood expectations. When working with vendors, alignment of mutually shared goals and expectations is one of the most challenging areas, and Enrique has mastered the art. ”","Shari A. Scaife “During my tenure at Capital One, I had the pleasure of working indirectly with Enrique numerous times. It did not take long for me to recognize that he was THE subject matter expert for anything property inspection, REO, code violation, eviction and/or asset management related. When I moved from the bankruptcy team to the Quality Assurance team, Enrique took the time to perform numerous side-by-sides with me to help me understand how to navigate the systems and understand the policies and procedures associated with evictions. He is a team player, quick to learn and even quicker to extend a genuine offer to help. More importantly, in my opinion, Enrique is fully committed to the “do the right thing” mindset. I offer my highest accolades to Enrique Cervantes as he is truly an asset to any organization. ”"]']
User: ['Robert Kaplan', 'Since 1986, The Law Office of Robert Kaplan, P.C. has provided courteous and professional advice to buyers, sellers and lenders involved with residential and commercial real estate including co-ops, condos, 1-3 family homes, stores and office buildings. Our practice primarily engages in the review and negotiation of contracts for the purchase of 1-3 family homes, co-ops and condos as well as commercial properties; such as office leases and retail stores.In addition to my legal credentials, my diversified business background enables me to look at and solve problems from multiple perspectives.Specialties: All types of real estate except Landlord & Tenant.', 'Real Estate Attorney at Robert Kaplan, P.C.', 'Robert Kaplan, P.C.', '[{"company":"Robert Kaplan, P.C.","company_id":null,"location":null,"positions":[{"description":"I assist buyers and sellers of homes, co-ops, condos and 1-3 family homes.","duration":"Jun 1986 - Present 35 years 2 months","duration_short":"35 years 2 months","end_date":"Present","start_date":"Jun 1986","subtitle":"Robert Kaplan, P.C.","title":"attorney"},{"description":"After spending a year a large Wall Street law firm, I started my own practice in my hometown of Forest Hills, NY where I continue to assist buyers and sellers of commercial and residential property. My primary area of practice is real estate law in which I represent purchasers, sellers and lenders of co-ops, condos and 1-3 family houses.In addition, I provide representation to named administrators or executors of a Will and draft Wills.","duration":"1986 - Present 35 years","duration_short":"35 years","end_date":"Present","start_date":"1986","subtitle":"Robert Kaplan, P.C.","title":"Owner"}],"url":""},{"company":"Herzfeld & Rubin","company_id":"herzfeld-&-rubin-p.c.","location":"","positions":[{"description":"","duration":"1985 1986 1 year","duration_short":"1 year","end_date":"1986","start_date":"1985","subtitle":"Herzfeld & Rubin","title":"Attorney"}],"url":"https://www.linkedin.com/company/herzfeld-&-rubin-p.c."}]', '["“I have worked with Robert Kaplan for more than 20 years. He is always on top of everything and is quick to respond..two things that are must haves when you are selling or buying a home. He makes deals happen! Pam Dickman, Remax Universal Real Estate > Licensed Associate Broker”","“Robert is a detailed oriented Attorney who has assisted me whenever he is an attorney on a home sale. His knowledge of the Coop and Condo market in Queens is unmatched.”"]']### Assistant: The agent's job is to review and negotiate contracts for real estate transactions, and today, the agent is reaching out to the user, a real estate attorney, to discuss a potential collaboration on a complex commercial property transaction.
|
### Human: Agent: ['Matt Almanza, CRPS®', 'Nearly two decades in the financial services industry specializing in retirement plan sales.Specialties: Retirement Plan Sales401(k)403(b)PSPERISA', 'Skilled Retirement Plans Sales Specialist', 'Soon to be Seeking New Opportunities', '[{"company":"Soon to be Seeking New Opportunities","company_id":null,"location":"","positions":[{"description":"","duration":"May 2017 - Present 4 years 7 months","duration_short":"4 years 7 months","end_date":"Present","start_date":"May 2017","subtitle":"Soon to be Seeking New Opportunities","title":"Currently on Medical Leave"}],"url":""},{"company":"Mutual of America","company_id":"mutualofamerica","location":"Greater Denver Area","positions":[{"description":"","duration":"Jan 2015 Apr 2017 2 years 4 months","duration_short":"2 years 4 months","end_date":"Apr 2017","start_date":"Jan 2015","subtitle":"Mutual of America","title":"Retirement Plan Consultant"}],"url":"https://www.linkedin.com/company/mutualofamerica"},{"company":"ePlan Services, Inc.","company_id":"eplan-services-inc-","location":"Greater Denver Area","positions":[{"description":"","duration":"Aug 2013 Dec 2014 1 year 5 months","duration_short":"1 year 5 months","end_date":"Dec 2014","start_date":"Aug 2013","subtitle":"ePlan Services, Inc.","title":"Wholesaler, 401(k) Advisory Sales"}],"url":"https://www.linkedin.com/company/eplan-services-inc-"},{"company":"Paychex","company_id":"paychex","location":null,"positions":[{"description":"","duration":"Jun 2012 Aug 2013 1 year 3 months","duration_short":"1 year 3 months","end_date":"Aug 2013","start_date":"Jun 2012","subtitle":"Paychex","title":"Internal Retirement Plan Wholesaler"},{"description":"","duration":"Nov 2011 Jun 2012 8 months","duration_short":"8 months","end_date":"Jun 2012","start_date":"Nov 2011","subtitle":"Paychex","title":"Retirement Plan Sales Consultant"}],"url":"https://www.linkedin.com/company/paychex"},{"company":"ePlan Services, Inc.","company_id":"eplan-services-inc-","location":"Greater Denver Area","positions":[{"description":"","duration":"Nov 2011 Jun 2012 8 months","duration_short":"8 months","end_date":"Jun 2012","start_date":"Nov 2011","subtitle":"ePlan Services, Inc.","title":"Retirement Plan Sales Consultant"}],"url":"https://www.linkedin.com/company/eplan-services-inc-"},{"company":"OppenheimerFunds","company_id":"oppenheimerfunds","location":null,"positions":[{"description":"","duration":"Apr 2006 Sep 2011 5 years 6 months","duration_short":"5 years 6 months","end_date":"Sep 2011","start_date":"Apr 2006","subtitle":"OppenheimerFunds","title":"Regional Retirement Representative"},{"description":"","duration":"Apr 2005 Apr 2006 1 year 1 month","duration_short":"1 year 1 month","end_date":"Apr 2006","start_date":"Apr 2005","subtitle":"OppenheimerFunds","title":"Supervisor, Operations"},{"description":"","duration":"Sep 1999 Apr 2005 5 years 8 months","duration_short":"5 years 8 months","end_date":"Apr 2005","start_date":"Sep 1999","subtitle":"OppenheimerFunds","title":"401k Technical Support Specialist"}],"url":"https://www.linkedin.com/company/oppenheimerfunds"}]', '["John Kleeman “Matt is a true wholesaling/sales professional. His consultative approach is rooted in a disciplined process of uncovering needs which enables him to catalyze opportunities. ”","LinkedIn User “While working with Matt at OppenheimerFunds, I always found one of his greatest strengths to be his ingenuity. Matt is very resourceful in his ability to achieve the desired goal. If he does not know the solution to a challenge he is presented with, Matt is persistent in effectively handling the situation.”"]']
User: ['Wendy J. Wolfswinkel, CPA', 'Serving clients in Colorado with all of their residential mortgage lending needs. Please call me at 719-332-7957.', 'CPA, CFO', 'Sierra Properties, Inc.', '[{"company":"Sierra Properties, Inc.","company_id":null,"location":"Colorado Springs, CO","positions":[{"description":"","duration":"Aug 2013 - Present 8 years 4 months","duration_short":"8 years 4 months","end_date":"Present","start_date":"Aug 2013","subtitle":"Sierra Properties, Inc.","title":"CFO"}],"url":""},{"company":"Family Services of Metro Orlando","company_id":"family-services-of-metro-orlando","location":"","positions":[{"description":"I have had the honor and privilege of serving vulnerable children and families by taking this $52 million non profit from forensic audits to a spin off from it\'s parent organization to acquiring another non profit. I have had the honor and privilege of serving vulnerable children and families by taking this $52 million non profit from forensic audits to a spin off from it\'s parent organization to acquiring another non profit.","duration":"Oct 2006 Apr 2011 4 years 7 months","duration_short":"4 years 7 months","end_date":"Apr 2011","start_date":"Oct 2006","subtitle":"Family Services of Metro Orlando","title":"CFO"}],"url":"https://www.linkedin.com/company/family-services-of-metro-orlando"},{"company":"The Colorado Springs School","company_id":"the-colorado-springs-school","location":"","positions":[{"description":"CFO of private school overseeing all financial aspects of $5 million annual budget including HR, facilities, food service and risk management. Also oversaw $10 million capital campaign. CFO of private school overseeing all financial aspects of $5 million annual budget including HR, facilities, food service and risk management. Also oversaw $10 million capital campaign.","duration":"2001 2006 5 years","duration_short":"5 years","end_date":"2006","start_date":"2001","subtitle":"The Colorado Springs School","title":"Business Manager"}],"url":"https://www.linkedin.com/company/the-colorado-springs-school"},{"company":"Protocol Marketing (Formerly Saligent, Inc.)","company_id":"protocol-marketing","location":"","positions":[{"description":"Managed all financial reporting for this business to business marketing company. Provided all due dilligence information when Saligent was acquired by Protocol. Managed all financial reporting for this business to business marketing company. Provided all due dilligence information when Saligent was acquired by Protocol.","duration":"1999 2001 2 years","duration_short":"2 years","end_date":"2001","start_date":"1999","subtitle":"Protocol Marketing (Formerly Saligent, Inc.)","title":"Controller"}],"url":"https://www.linkedin.com/company/protocol-marketing"},{"company":"USA Basketball","company_id":"usa-basketball","location":"","positions":[{"description":"Responsible for all fiscal affairs of this national governing body organization for the sport of basketball in the United States. Responsible for all fiscal affairs of this national governing body organization for the sport of basketball in the United States.","duration":"1990 1999 9 years","duration_short":"9 years","end_date":"1999","start_date":"1990","subtitle":"USA Basketball","title":"Assistant Executive Director/Finance"}],"url":"https://www.linkedin.com/company/usa-basketball"}]', '["Rebecca Reynolds-Russell “I have had the pleasure of working with Wendy for the past four years as her relationship manager at Fifth Third Bank. Wendy committed herself to establishing efficient financial management practices for Family Services of Metro Orlando. One of Wendy\'s best talents is her ability to lead and develop her team. She was always able to delegate confidently and I have enjoyed working with each of her team members. I have to say that Wendy can also be tough during the negotiation process and she certainly made sure that she got the most value out of all of her professional relationships. Wendy also has a great ability to manage board members and develop strategic partnerships outside her organization.”","Jeffry Ziegler “Wendy and I worked together a few years ago when she was the Controller for the Colorado Springs Division of our company. Wendy was a very personable, energetic individual and was a pleasure to work with. I found her to be very responsive to my information requests and the accuracy of the financial data to be very good. I think Wendy would be a good addition to any company looking for a good Financial Controller.”"]']### Assistant: The agent's job is to specialize in retirement plan sales, and today the user is reaching out to the agent because they need assistance with their residential mortgage lending needs.
|
### Human: Agent: ['Frank Donnelly', 'Technical Manager or Staff Engineer that balances immediate results with development of staff. Strong technical skills including avionics, network management, process control and system test. 18 years of Object Oriented design and development. Experience managing multiple teams spanning more than one site. Specialties: Network Management, Avionics DO-178B, Object Oriented Design, Automated Test', 'at ADB Airfield Solutions', 'ADB Airfield Solutions', '[{"company":"ADB Airfield Solutions","company_id":null,"location":"","positions":[{"description":"","duration":"Oct 2009 - Present 12 years 10 months","duration_short":"12 years 10 months","end_date":"Present","start_date":"Oct 2009","subtitle":"ADB Airfield Solutions","title":"Senior Software Engineer"}],"url":""},{"company":"L-3 Communications, Avionics Systems","company_id":null,"location":"","positions":[{"description":"","duration":"2005 2009 4 years","duration_short":"4 years","end_date":"2009","start_date":"2005","subtitle":"L-3 Communications, Avionics Systems","title":"Engineering Manager"}],"url":""},{"company":"Applied Innovation","company_id":"applied-innovation","location":"","positions":[{"description":"","duration":"1996 2005 9 years","duration_short":"9 years","end_date":"2005","start_date":"1996","subtitle":"Applied Innovation","title":"Engineering Director"}],"url":"https://www.linkedin.com/company/applied-innovation"},{"company":"Ultryx Corporation","company_id":null,"location":"","positions":[{"description":"Performed role of System Architect on the development of a proprietary 4GL used to develop control and monitoring systems for paper mills. System was build on HP-UX using C++, Oracle, Motif and TCP-IP. Performed role of System Architect on the development of a proprietary 4GL used to develop control and monitoring systems for paper mills. System was build on HP-UX using C++, Oracle, Motif and TCP-IP.","duration":"Jan 1990 Dec 1993 4 years","duration_short":"4 years","end_date":"Dec 1993","start_date":"Jan 1990","subtitle":"Ultryx Corporation","title":"System Architect (Contract)"}],"url":""}]', '["Brian Campbell, MS, MBA, JD “Frank is one of the top Software Professionals in Columbus. I highly recommend him. I worked with Frank at Ultryx where he was an architect/visionary/leader/mentor. He grasps business and technical concepts quickly. He also understands how to interact with and motivate people. He knows how to get tasks accomplished and deliver the highest quality work product while making it fun. Frank is a great asset to any team and I highly recommend him.”","Kedar Kapoor, CISM “Frank was absolutely great to work with. He brought a thorough knowledge of Object Oriented principles to the group and helped us design and deploy a complex piece of telco system that was key to the company\'s success. Frank wrote all the foundation classes that we used as a building block for our application code. He helped debug, stayed late and sacrificed time to make us all successful. His contribution was key to our team\'s effectiveness. I would highly recommend Frank for a player/coach position where he can manage and directly contribute technically as well.”"]']
User: ['Jason Loomans', 'Specialties: LAN/WAN/WLAN Network Architecture and Design, Cisco VoIP, Physical Security and Access Control, IP Video Surveillance.', 'Manager of Network Engineering at Moraine Park Technical College', 'Moraine Park Technical College', '[{"company":"Moraine Park Technical College","company_id":"moraine-park-technical-college","industry":"Higher Education","location":"Fond du Lac, WI","positions":[{"description":"","duration":"Jan 2020 - Present 1 year 11 months","duration_short":"1 year 11 months","end_date":"Present","start_date":"Jan 2020","subtitle":"Moraine Park Technical College","title":"Manager of Network Engineering"}],"url":"https://www.linkedin.com/company/moraine-park-technical-college"}]', '["John Montes, MBA “Jason is a top-flight network engineer with deep knowledge and excellent soft skills. He would be an asset to any project he is asked to contribute to and very effective reaching outlined goals.”","Laurie Barz “The staff at the Hartford Center has worked with Jason numerous times to upgrade our computer network and VOIP system. We are an offsite location, which presents many additional challenges. Jason has the talent to be able to work simultaneously in the technical world and to be able to manage relationships with non-staff members to keep us on top of emerging technology. He is able to discuss complex technical matters with anyone and manage a timeline. It is a pleasure to work Jason.”"]']### Assistant: The agent's job is to manage network engineering teams and develop staff, and today, the agent is reaching out to the user because they need to discuss a potential collaboration on upgrading the user's computer network and VOIP system.
|
### Human: Agent: ['Katherine C.', 'A highly skilled Senior Department Manager who encourages team members to actively participate within the organization while empowering employees to perform consistently by going above and beyond company expectations. A consultative and client-centric financial professional with superb interpersonal communication skills. Exudes a natural ability to quickly establish and build a significant level of trust with potential team members as well as the current base of clients. Utilizes strategic thinking when it comes to process management and procedure development. Aims to directly influence employee leadership with a specific focus on personal coaching techniques. Possesses strong analytical capabilities and is recognized on a companywide basis for developing effective business solutions through well thought out cross collaboration efforts.', 'Operations Resource Manager', 'Dataiku', '[{"company":"Dataiku","company_id":"dataiku","industry":"Computer Software","location":"Remote","positions":[{"description":"","duration":"Aug 2021 - Present 1 month","duration_short":"1 month","end_date":"Present","start_date":"Aug 2021","subtitle":"Dataiku","title":"Operations Resource Manager"}],"url":"https://www.linkedin.com/company/dataiku"},{"company":"Professional","company_id":"professional_3","location":"","positions":[{"description":"","duration":"Mar 2021 Aug 2021 6 months","duration_short":"6 months","end_date":"Aug 2021","start_date":"Mar 2021","subtitle":"Professional","title":"Resource Manager"}],"url":"https://www.linkedin.com/company/professional_3"},{"company":"TaxAudit","company_id":"taxaudit-com","location":"Folsom, California","positions":[{"description":"","duration":"Dec 2017 Mar 2021 3 years 4 months","duration_short":"3 years 4 months","end_date":"Mar 2021","start_date":"Dec 2017","subtitle":"TaxAudit","title":"Resource Manager"}],"url":"https://www.linkedin.com/company/taxaudit-com"},{"company":"My Secure Advantage","company_id":"my-secure-advantage","location":"","positions":[{"description":"","duration":"Dec 2013 Dec 2017 4 years 1 month","duration_short":"4 years 1 month","end_date":"Dec 2017","start_date":"Dec 2013","subtitle":"My Secure Advantage","title":"Financial Coach"}],"url":"https://www.linkedin.com/company/my-secure-advantage"},{"company":"Helping Hands Placement Services","company_id":null,"location":"Granite Bay","positions":[{"description":"","duration":"Jul 2012 2014 2 years","duration_short":"2 years","end_date":"2014","start_date":"Jul 2012","subtitle":"Helping Hands Placement Services","title":"CEO"}],"url":""},{"company":"United States Small Business Admin","company_id":null,"location":"","positions":[{"description":"","duration":"Jan 2004 Dec 2005 2 years","duration_short":"2 years","end_date":"Dec 2005","start_date":"Jan 2004","subtitle":"United States Small Business Admin","title":"Field Operations"}],"url":""},{"company":"DST Innovis","company_id":"dst-innovis","location":"","positions":[{"description":"","duration":"Jul 2001 Sep 2004 3 years 3 months","duration_short":"3 years 3 months","end_date":"Sep 2004","start_date":"Jul 2001","subtitle":"DST Innovis","title":"Software Engineer/Project Manager"}],"url":"https://www.linkedin.com/company/dst-innovis"}]', '["“My name is Tamara Zidar, and I had the pleasure of working with Katherine Cox for several years at My Secure Advantage, Inc., (CLC, Inc.), while I was the Vice President of Financial Coaching (manager to Katherine\'s manager). We hired Katherine as a Financial & Tax Coach, and she quickly made her value apparent across the board. Katherine has a near perfect blend of competence, emotional intelligence & dedication to any role or task to which she is assigned. Katherine seeks to improve upon everything that she touches, yet in an unassuming and humble manner. She is a willing and fast learner, and an excellent team player. Katherine was a pleasure and a privilege to work with at My Secure Advantage, Inc. I am grateful for the time that we were able to worth together!”","“Katherine is driven, accomplished professional who strives to meet the needs of her clients and does not disappoint. She does what is necessary to get the job done, and is always focused, motivated and a smile on her face. A pleasure to conduct business with. ”"]']
User: ['Erin Cooper', 'Experienced financial officer with 20 years of experience across multiple areas of banking and wealth management. I also have an extensive background in working with non-profit organizations of varying sizes and needs from board positions, executive director, volunteer and a founder.', 'Senior Relationship Strategist, VP @ PNC Private Bank', 'PNC', '[{"company":"PNC","company_id":"pnc-bank","industry":"Financial Services","location":"Boston, Massachusetts, United States","positions":[{"description":"As Vice President and Senior Relationship Strategist, Erin coordinates a team toassist you and your family in pursuing the peace of mind that comes from knowingthat the important aspects of your financial life are thoughtfully orchestrated.Through a dynamic discovery process, Erin is able to help build and maintain athorough understanding of your needs and priorities. Helping you and your familywith the successful achievement of your goals and aspirations is our primary focus.Erin has the knowledge, experience and desire to help bring about successfuloutcomes as your trusted advisor.","duration":"Jan 2022 - Present 4 months","duration_short":"4 months","end_date":"Present","start_date":"Jan 2022","subtitle":"PNC","title":"Vice President & Senior Relationship Strategist, PNC Private Bank"}],"url":"https://www.linkedin.com/company/pnc-bank"},{"company":"Cambridge Trust Company","company_id":"cambridge-trust-company","location":"Boston, MA","positions":[{"description":"As a Relationship Manager for Cambridge Trust Wealth Management, I assist clients in achieving their financial goals by providing strategy, consultation, planning and administrative support for their complete relationship with Cambridge Trust.At Cambridge Trust Company we specialize in investment and trust management, offering comprehensive investment management, trust administration, estate settlement services, and financial planning. Our clients value personal service and depend on the commitment and expertise of our experienced investment and fiduciary professionals.","duration":"May 2011 Dec 2021 10 years 8 months","duration_short":"10 years 8 months","end_date":"Dec 2021","start_date":"May 2011","subtitle":"Cambridge Trust Company","title":"Vice President & Relationship Manager, Wealth Management"}],"url":"https://www.linkedin.com/company/cambridge-trust-company"},{"company":"Kid Kindness","company_id":"kid-kindness","location":"Massachusetts","positions":[{"description":"KID KINDNESS is an organization that focuses on getting our youngest ones involved in philanthropy. We do this through community service projects that are both educational and fun. We believe you are never too young to make a difference! http://kidkindness.weebly.com/ KID KINDNESS is an organization that focuses on getting our youngest ones involved in philanthropy. We do this through community service projects that are both educational and fun. We believe you are never too young to make a difference! http://kidkindness.weebly.com/","duration":"Sep 2015 May 2020 4 years 9 months","duration_short":"4 years 9 months","end_date":"May 2020","start_date":"Sep 2015","subtitle":"Kid Kindness","title":"Founder"}],"url":"https://www.linkedin.com/company/kid-kindness"},{"company":"TD Asset Management","company_id":"td","location":null,"positions":[{"description":"At TD Asset Management I actively managed investment portfolios for institutional and high net worth clients totaling over $1.4 billion. In addition, for the firm\'s 6300 clients enrolled in modeled portfolios, I would implement portfolio changes as appropriate.I assisted the equity strategists in research and analyzing of individual securities and mutual funds, provided weekly performance updates on company modeled strategies and created investment model return analysis.I was recognized as a Star Award recipient in 2010.","duration":"Mar 2008 May 2011 3 years 3 months","duration_short":"3 years 3 months","end_date":"May 2011","start_date":"Mar 2008","subtitle":"TD Asset Management","title":"Portfolio Manager"},{"description":"As a Branch Manager for Banknorth, I strove to have our team provide top notch customer service while monitoring adherence to federal and state regulations. I led sales strategy and planning efforts on both regional and branch levels, coaching and training a network of 20 branches. In 2007, I was one of Banknorth\'s top business lenders.","duration":"Feb 2003 Mar 2008 5 years 2 months","duration_short":"5 years 2 months","end_date":"Mar 2008","start_date":"Feb 2003","subtitle":"TD Banknorth","title":"AVP / Business Development & Sales Manager"}],"url":"https://www.linkedin.com/company/td"},{"company":"UMass Five College Federal Credit Union","company_id":null,"location":"","positions":[{"description":"","duration":"Nov 1998 May 2002 3 years 7 months","duration_short":"3 years 7 months","end_date":"May 2002","start_date":"Nov 1998","subtitle":"UMass Five College Federal Credit Union","title":"Customer Service Representative and Teller"}],"url":""},{"company":"Bank of Easthampton","company_id":null,"location":"","positions":[{"description":"","duration":"Mar 1996 Aug 1998 2 years 6 months","duration_short":"2 years 6 months","end_date":"Aug 1998","start_date":"Mar 1996","subtitle":"Bank of Easthampton","title":"Customer Service Representative and Teller"}],"url":""}]', '["Katie Welch “I\'ve had the pleasure of working with Erin as a volunteer on The Guidance Center\'s Board of Advisors in Cambridge. Erin is a smart, engaged and enthusiastic volunteer, always ready to lend strategic advice or lead the charge on a special project. I highly recommend Erin for any leadership or volunteer position - she\'s a true asset to her community!”","Paul Zepf “Erin and I worked together for several years at TD. I always found Erin to be energetic and diligent about what she does. She has a solid knowledge and understanding of the industry and is committed to doing the right thing by her clients. I truly enjoyed working with Erin and would hire her again without hesitation.”"]']### Assistant: The agent's job is to provide financial coaching and client-centric solutions, and today, the user is reaching out to the agent because they need assistance in coordinating and orchestrating the important aspects of their financial life.
|
### Human: Agent: ['Jeremy Walker', '-Solutions-Focused Facilities Maintenance Manager who makes sound decisions to reflect positively on high-volume operations in alignment with a company’s vision, value, and goals, and who works to attain a competitive advantage and generate robust employer growth via solutions-centric critical thinking talents for insightful, change-driven results. -Visionary Professional who rises above multi-department challenges to achieve winning outcomes, including quickly adapting to evolving scenarios to optimize resources and reach high profit and productivity levels, cost-effectively managing expenses, and independently resolving issues with internal and external parties to boost success. -Excellent Communicator who develops synergistic relationships with cross-geographical decision-makers, maintenance / technician teams, outside contractors, vendors, and customers; who excel in fast-paced autonomous and collaborative work environments; and who leads teams by example and wit', 'Facilities & Maintenance Manager Multi-Site at ESAB CTPAT Security Officer', 'ESAB', '[{"company":"ESAB","company_id":"esab","industry":"Machinery","location":"Denton, Texas","positions":[{"description":"","duration":"Sep 2017 - Present 4 years 3 months","duration_short":"4 years 3 months","end_date":"Present","start_date":"Sep 2017","subtitle":"ESAB","title":"Maintenance & Facilities Manager Multi-Site CTPAT Security Officer"}],"url":"https://www.linkedin.com/company/esab"},{"company":"Hilite International","company_id":"hilite-international","location":"Carrollton Texas","positions":[{"description":"Manage the Maintenance Department Manage the Maintenance Department","duration":"Feb 2014 Sep 2017 3 years 8 months","duration_short":"3 years 8 months","end_date":"Sep 2017","start_date":"Feb 2014","subtitle":"Hilite International","title":"Maintenance & Facilities Manager"}],"url":"https://www.linkedin.com/company/hilite-international"},{"company":"Fitz Aerospace","company_id":"fitz-aerospace","location":"North RichlandHills Texas","positions":[{"description":"Managed Facility Maintenance Department . Managed Facility Maintenance Department .","duration":"Sep 2010 Feb 2014 3 years 6 months","duration_short":"3 years 6 months","end_date":"Feb 2014","start_date":"Sep 2010","subtitle":"Fitz Aerospace","title":"Maintenance & Faciities Manager"}],"url":"https://www.linkedin.com/company/fitz-aerospace"},{"company":"Hartwig, Inc.","company_id":"hartwig-inc.","location":"Irving Texas","positions":[{"description":"Performed CNC Installs and Preformed Preventive Maintenance on CNC Equipment and Serviced Down Machines . Performed CNC Installs and Preformed Preventive Maintenance on CNC Equipment and Serviced Down Machines .","duration":"Aug 2006 Sep 2010 4 years 2 months","duration_short":"4 years 2 months","end_date":"Sep 2010","start_date":"Aug 2006","subtitle":"Hartwig, Inc.","title":"Field Service Technician"}],"url":"https://www.linkedin.com/company/hartwig-inc."},{"company":"NetStructures, Inc.","company_id":"netstructures-inc","location":"Colorado/Virginia/Austin/Dallas/Europe","positions":[{"description":"Data Infrastructure Installations/Project manager— Fred McCoy, Owner Net structures LLC, Fred@netstructures.com \\"Jeremy is a great asset wherever he goes.Has a tremendous work ethic and brings a smile with him every day. Through a large number of projects, Jeremy showed what he\'s made of by providing top-quality work every time. Data Infrastructure Installations/Project manager— Fred McCoy, Owner Net structures LLC, Fred@netstructures.com \\"Jeremy is a great asset wherever he goes.Has a tremendous work ethic and brings a smile with him every day. Through a large number of projects, Jeremy showed what he\'s made of by providing top-quality work every time.","duration":"Jan 2003 Aug 2006 3 years 8 months","duration_short":"3 years 8 months","end_date":"Aug 2006","start_date":"Jan 2003","subtitle":"NetStructures, Inc.","title":"SR Project Manager"}],"url":"https://www.linkedin.com/company/netstructures-inc"},{"company":"HMI","company_id":"hmiservices","location":"Lewisville","positions":[{"description":"Managed Audio Video ,Data , Voice & Fiber optic Installs across the country for Large Business.. Managed Audio Video ,Data , Voice & Fiber optic Installs across the country for Large Business..","duration":"May 1999 Jan 2003 3 years 9 months","duration_short":"3 years 9 months","end_date":"Jan 2003","start_date":"May 1999","subtitle":"HMI","title":"SR Project Manager"}],"url":"https://www.linkedin.com/company/hmiservices"},{"company":"US Army","company_id":"us-army","location":"FT. STEWERT GA.","positions":[{"description":"Field Artillery self propelled /Paladin Unit Field Artillery self propelled /Paladin Unit","duration":"Jan 1994 Apr 1998 4 years 4 months","duration_short":"4 years 4 months","end_date":"Apr 1998","start_date":"Jan 1994","subtitle":"US Army","title":"Operator"}],"url":"https://www.linkedin.com/company/us-army"}]', '["Robin B. “Jeremy is a very responsible and dedicated person at work. He can handle multiple tasks at the same time and never lets down the expectation. He is willing to take over new responsibilities at work without hesitation and consistently gives many creative ideas at work. During the time I was working with him, the performance of the maintenance department was greatly enhanced. Jeremy is a very driven individual and is making sure to get the job done right and in a timely matter. He is also very flexible and eager to finish the job or solve a problem. Jeremy communicates well and he is respected by his department and groups he works with. ”","Jaime Marum “Jeremy and the team he leads provide dedicated mechanical and maintenance support to Hilite\'s complex and technical machining departments, helping them meet their daily production schedules. Jeremy is an excellent communicator and works successfully with the management team to schedule, repair, maintain and troubleshoot machine performance issues.”"]']
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 generate robust employer growth via solutions-centric critical thinking talents for insightful, change-driven results, and today the agent is reaching out to the user because they need to discuss a potential collaboration opportunity in optimizing resources and improving productivity in the user's production line lead role.
|
### Human: Agent: ['Robin Kohls, SPHR', "Talent Acquisition, Senior Recruiter, Corporate Recruiter for Retail, IT, Healthcare - I deliver top talent to national organizations. I come up with new ways to solve problems and people want to hear my ideas as it inspires those around me. Contact me at rkohls@khdsolutions.com or robinkohls@hotmail.com.- Address the evolving needs of organizations to deliver top talent. - Apply a broad knowledge base of experience for developing and implementing strategic initiatives for recruiting diverse talent nationwide. - Expertise in assessing candidate's competency and motivation and match those up with specific positions with strength in negotiating and influencing offers with top performers. - Establish relationships and collaborate with hiring managers and interview teams to ensure job requirements and expectations are clearly understood and candidates are assessed against appropriate criteria and competencies. - Possess a relentless drive to find, engage and connect with top talent through the use of strategic channels and proactive recruitment and sourcing techniques. - High energy, resourceful with exceptional organization and administrative skills, at ease with details and complexity. Ability to handle multiple tasks, prioritize them and carry out independently.", 'Senior Recruiter at Tactile Medical', 'Tactile Medical', '[{"company":"Tactile Medical","company_id":"tactile-medical","industry":"Medical Devices","location":"Minneapolis, Minnesota, United States","positions":[{"description":"","duration":"Apr 2021 - Present 6 months","duration_short":"6 months","end_date":"Present","start_date":"Apr 2021","subtitle":"Tactile Medical","title":"Senior Recruiter"}],"url":"https://www.linkedin.com/company/tactile-medical"},{"company":"KHD Solutions, LLC","company_id":"khdsolutions","location":"Tampa, Florida","positions":[{"description":"","duration":"Jan 2021 Mar 2021 3 months","duration_short":"3 months","end_date":"Mar 2021","start_date":"Jan 2021","subtitle":"KHD Solutions, LLC","title":"Account Manager/Senior Recuiter"}],"url":"https://www.linkedin.com/company/khdsolutions"},{"company":"Cargill/Versique","company_id":"cargill","location":"","positions":[{"description":"Hired for a Transformation project for EH&S group. In addition, worked on Global opportunities. Hired for a Transformation project for EH&S group. In addition, worked on Global opportunities.","duration":"Aug 2020 Dec 2020 5 months","duration_short":"5 months","end_date":"Dec 2020","start_date":"Aug 2020","subtitle":"Cargill/Versique","title":"Senior Recruiter"}],"url":"https://www.linkedin.com/company/cargill"},{"company":"Cargill/Versique","company_id":null,"location":"Greater Minneapolis-St. Paul Area","positions":[{"description":"","duration":"Apr 2019 Apr 2020 1 year 1 month","duration_short":"1 year 1 month","end_date":"Apr 2020","start_date":"Apr 2019","subtitle":"Cargill/Versique","title":"Talent Acquisition Recruiter"}],"url":""},{"company":"Sterling Talent Solutions","company_id":null,"location":"","positions":[{"description":"","duration":"Feb 2018 Dec 2018 11 months","duration_short":"11 months","end_date":"Dec 2018","start_date":"Feb 2018","subtitle":"Sterling Talent Solutions","title":"Talent Acquisition/Sourcer via Sustainable Talent at Sterling Talent Solutions"}],"url":""},{"company":"Global Software Solutions, Inc","company_id":null,"location":"","positions":[{"description":"","duration":"Aug 2008 Dec 2017 9 years 5 months","duration_short":"9 years 5 months","end_date":"Dec 2017","start_date":"Aug 2008","subtitle":"Global Software Solutions, Inc","title":"Regional Manager Staffing Specialist"}],"url":""},{"company":"Virtelligence","company_id":"virtelligence","location":"","positions":[{"description":"Recruit Healthcare (Epic, McKesson) and IT candidates. Recruit Healthcare (Epic, McKesson) and IT candidates.","duration":"Jan 2008 May 2008 5 months","duration_short":"5 months","end_date":"May 2008","start_date":"Jan 2008","subtitle":"Virtelligence","title":"Sr. Technical Recruiter"}],"url":"https://www.linkedin.com/company/virtelligence"},{"company":"QBS, Inc.","company_id":null,"location":"","positions":[{"description":"","duration":"Jan 2007 Jan 2008 1 year 1 month","duration_short":"1 year 1 month","end_date":"Jan 2008","start_date":"Jan 2007","subtitle":"QBS, Inc.","title":"Senior Technical Recruiter"}],"url":""},{"company":"Manpower Professional","company_id":null,"location":"","positions":[{"description":"","duration":"Aug 2004 Jan 2007 2 years 6 months","duration_short":"2 years 6 months","end_date":"Jan 2007","start_date":"Aug 2004","subtitle":"Manpower Professional","title":"Senior Recruiter"}],"url":""},{"company":"ITC","company_id":"itc","location":"","positions":[{"description":"","duration":"Nov 2002 Mar 2004 1 year 5 months","duration_short":"1 year 5 months","end_date":"Mar 2004","start_date":"Nov 2002","subtitle":"ITC","title":"Senior Recruiter"}],"url":"https://www.linkedin.com/company/itc"},{"company":"Omni Resources","company_id":"omni-resources","location":"","positions":[{"description":"","duration":"2000 2003 3 years","duration_short":"3 years","end_date":"2003","start_date":"2000","subtitle":"Omni Resources","title":"Recruiter"}],"url":"https://www.linkedin.com/company/omni-resources"}]', '["Timree Best “I have worked with Robin for the last 10 years. She is a very dedicated and responsive recruiter. She builds great relationships with candidates and has wonderful follow up skills. She is detailed oriented and someone that you can trust to find top notch candidates. Robin has been a joy to manage and also work along side throughout the years. ”","Nox Rupawalla “I worked along side Robin during her time at Virtelligence. I found her to be consistently hardworking, tackling all assignments with dedication. She is a top notch recruiter with a ton of industry expereince. Robin can easily build a good relationship with candidates she recruits and places. She was a great co-worker to have around.”"]']
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 deliver top talent to national organizations, and today, the agent is reaching out to the user because they need to discuss a potential business analyst position at a healthcare company.
|
### Human: Agent: ['Jason C. Aufdermaur', 'Experienced Founder with a demonstrated history of working in the law practice industry. Strong entrepreneurship professional skilled in Negotiation, Corporate Structure, Entrepreneurship, Team Building, and Public Speaking.', 'Founding Partner at Wyatt Aufdermaur LLC; Co-Founder, Vice President and General Counsel at OpenGate Entertainment; Co-Founder; Vice President and General Counsel at Rebillia Platform', 'Wyatt Aufdermaur LLC', '[{"company":"Wyatt Aufdermaur LLC","company_id":null,"location":"","positions":[{"description":"","duration":"Jan 2020 - Present 1 year 8 months","duration_short":"1 year 8 months","end_date":"Present","start_date":"Jan 2020","subtitle":"Wyatt Aufdermaur LLC","title":"Founding Partner"}],"url":""},{"company":"OpenGate Entertainment","company_id":"opengatenow","location":"","positions":[{"description":"","duration":"Sep 2019 - Present 2 years","duration_short":"2 years","end_date":"Present","start_date":"Sep 2019","subtitle":"OpenGate Entertainment","title":"Co-Founder, Vice President and General Counsel"}],"url":"https://www.linkedin.com/company/opengatenow"},{"company":"Rebillia, LLC","company_id":"rebillia","location":"","positions":[{"description":"Strategy, vision and infrastructure creation.","duration":"Jan 2015 - Present 6 years 8 months","duration_short":"6 years 8 months","end_date":"Present","start_date":"Jan 2015","subtitle":"Rebillia, LLC","title":"Vice President, General Counsel, Co-Founder"}],"url":"https://www.linkedin.com/company/rebillia"},{"company":"Serving My Community, Inc.","company_id":null,"location":null,"positions":[{"description":"","duration":"2008 Mar 2020 12 years","duration_short":"12 years","end_date":"Mar 2020","start_date":"2008","subtitle":"Serving My Community, Inc.","title":"Director"},{"description":"","duration":"2008 2015 7 years","duration_short":"7 years","end_date":"2015","start_date":"2008","subtitle":"Serving My Community, Inc.","title":"Director"}],"url":""},{"company":"Aufdermaur Business Attorneys, LLC","company_id":null,"location":"Greater Atlanta Area","positions":[{"description":"Attorney","duration":"Jan 2012 Jan 2020 8 years 1 month","duration_short":"8 years 1 month","end_date":"Jan 2020","start_date":"Jan 2012","subtitle":"Aufdermaur Business Attorneys, LLC","title":"Founder"}],"url":""},{"company":"Morris Law Partners, LLC","company_id":null,"location":"","positions":[{"description":"","duration":"Jan 2011 Dec 2011 1 year","duration_short":"1 year","end_date":"Dec 2011","start_date":"Jan 2011","subtitle":"Morris Law Partners, LLC","title":"Attorney/Partner"}],"url":""},{"company":"Morris Law Firm","company_id":null,"location":null,"positions":[{"description":"","duration":"May 1997 2011 14 years","duration_short":"14 years","end_date":"2011","start_date":"May 1997","subtitle":"Morris Law Firm","title":"Attorney"},{"description":"Jason C. Aufdermaur was born in Dallas, Texas, and graduated from the University of Texas at Austin receiving a B.A in Economics in 1994. Jason received his law degree from Vermont Law School in 1997 and joined Morris Law Firm that same year. The majority of Jason’s practice focuses on his role within the Business Negotiations and Consulting Practice as a trusted advisor to entrepreneurs and business people as they continue to create and develop their businesses. Jason is experienced in addressing the challenges facing “start-up” businesses and the strategic decision-making necessary to create and grow such entities into effective, profitable businesses. Jason routinely assists clients with the negotiation of the terms and conditions of transactions, including acquisitions and divestitures, provides counseling related to the formation of various businesses through creative use of entities, and develops operation-related strategies and tactics. Jason regularly represents entrepreneurs and individuals seeking law and business-related advice, as well as clients requiring the advice necessary to resolve disputes and potential disputes through negotiation. Jason enjoys his time working with experienced business owners in both publicly and privately-held businesses, and has had success counseling such clients because of his understanding of the goals and nuances associated with both business structures. Jason has extensive training, experience and expertise with team and group dynamics and enjoys building and developing teams of individuals through open communication, accountability and common expectations. This training leads to a heightened awareness of team and group dynamics, and a greater sensitivity to the interpersonal challenges that affect businesses, their employees, owners and customers.","duration":"May 2004 Dec 2010 6 years 8 months","duration_short":"6 years 8 months","end_date":"Dec 2010","start_date":"May 2004","subtitle":"Morris Law Firm","title":"Managing Partner"}],"url":""}]', '["“Jason applies his formidable legal acumen with an insight into the complexities of dynamic relationships and circumstances that is rarely found in any outside advisor. He builds rapport almost instantly and gets to the heart of the matter just as fast. He truly understands business, people, and the law.”","“Jason is an excellent Attorney in the area of corporate law. He has provided me wth much needed insight and I highly value his services. His team of professionals is solid.”"]']
User: ['Anna Swayne', 'Experienced Product Marketing Manager with a demonstrated history of working in the tech industry. Skilled in User Experience, Product Marketing, Cross-functional Team Leadership, Content Strategy, and Blogging. Strong marketing professional with a Bachelor of Science from University of Utah.', 'Customer Marketing at BambooHR', 'BambooHR', '[{"company":"BambooHR","company_id":"bamboohr","industry":"Human Resources Services","location":null,"positions":[{"description":"","duration":"Feb 2021 - Present 1 year 4 months","duration_short":"1 year 4 months","end_date":"Present","start_date":"Feb 2021","subtitle":"BambooHR","title":"Group Product Marketing Manager"},{"description":"","duration":"Jun 2018 Feb 2021 2 years 9 months","duration_short":"2 years 9 months","end_date":"Feb 2021","start_date":"Jun 2018","subtitle":"BambooHR","title":"Senior Product Marketing Manager"}],"url":"https://www.linkedin.com/company/bamboohr"},{"company":"Ancestry","company_id":"ancestry.com","location":null,"positions":[{"description":"Develop and execute go-to-market plans for new DNA features, including product positioning and education materials for customers to support each DNA product launch. Drive product messaging and content creation for each customer audience segmentation and marketing channel. Partner with the customer research team to identify, scope and execute qualitative and quantitative research projects to gain consumer understandings for marketing strategy.","duration":"Feb 2014 Jun 2018 4 years 5 months","duration_short":"4 years 5 months","end_date":"Jun 2018","start_date":"Feb 2014","subtitle":"Ancestry","title":"Product Marketing Manager, DNA"},{"description":"Media trained, product expert and voice of customer. Appeared in print, radio and TV news reports talking about the power of DNA testing and what it can do.","duration":"Sep 2012 Jun 2018 5 years 10 months","duration_short":"5 years 10 months","end_date":"Jun 2018","start_date":"Sep 2012","subtitle":"Ancestry","title":"AncestryDNA Spokesperson"},{"description":"Developed an internal DNA training program by partnering with cross-functional team that included DNA operations, DNA Science, Product, UX, and Marketing. Created an educational content strategy to help customers understand new product features and resolve top customer concerns around DNA. This included providing a weekly DNA blog post for a year.","duration":"Aug 2012 Feb 2014 1 year 7 months","duration_short":"1 year 7 months","end_date":"Feb 2014","start_date":"Aug 2012","subtitle":"Ancestry","title":"Program Manager, DNA Community"}],"url":"https://www.linkedin.com/company/ancestry.com"},{"company":"SMGF (Sorenson Molecular Genealogy Foundation","company_id":"smgf-sorenson-molecular-genealogy-foundation","location":null,"positions":[{"description":"Spent about 1000 hours presenting beginner and intermediate educational classes on DNA at genealogy conferences all over the US and Canada. Worked with product development, sales and marketing to create and improve consumer tools that would better educate clients in the complex concept of DNA for personal research. Spearheaded the creation of interactive products to help customers understand DNA testing and their results. Planned, coordinated and oversaw the logistics to participate in 5 conventions a year.","duration":"Sep 2010 Apr 2012 1 year 8 months","duration_short":"1 year 8 months","end_date":"Apr 2012","start_date":"Sep 2010","subtitle":"SMGF (Sorenson Molecular Genealogy Foundation","title":"DNA Consultant"},{"description":"While meeting Project Manager functions I took on extra tasks as the Manager of Operations, including overseeing DNA collection and managed a team of 8 to process all incoming DNA samples in a timely and efficient manner. Introduced and implemented the concept of providing customer consultations which was implemented shortly after. Participated as part of a team that created 4 new consumer products for consultations.","duration":"May 2009 Sep 2010 1 year 5 months","duration_short":"1 year 5 months","end_date":"Sep 2010","start_date":"May 2009","subtitle":"SMGF (Sorenson Molecular Genealogy Foundation","title":"Manger of Operations"},{"description":"Trained and collaborated 200+ people worldwide to collect DNA samples and genealogy from their own families, villages, local groups and colleges/universities.","duration":"Aug 2006 May 2009 2 years 10 months","duration_short":"2 years 10 months","end_date":"May 2009","start_date":"Aug 2006","subtitle":"SMGF (Sorenson Molecular Genealogy Foundation","title":"Project Manager"}],"url":"https://www.linkedin.com/company/smgf-sorenson-molecular-genealogy-foundation"}]', '["Mart Withers “Anna is an excellent collaborator, listens well, and develops the voice of the customer. She establishes relationships very well and her collaboration and listening skills play a big part in her success. At BambooHR, Anna established the voice-of-the-customer program that helped the company learn more about customers. The program raised customer awareness and buyer persona knowledge, and the employees appreciated the insights they gained. ”","Bridgette Shields “I have worked with Anna for 4 years and she has always been my go-to for her expertise and ability to execute. She is thoughtful in her approach and not only is a great problem solver, but she is quick and innovative with new ideas. One of my favorite qualities is that Anna is always thinking about the customer. As our spokesperson, she is a storyteller that can break down the science yet educate all ages who are on their personal family journey. I\'ve watched Anna in the most difficult of moments walk our customers through their biological findings while handling surprises with grace. Anna is a valuable asset to our company and I appreciate every opportunity I get to work with her.”"]']### Assistant: The agent's job is to provide legal counsel and advice to entrepreneurs and business people, while the user is reaching out to the agent because they need assistance in negotiating the terms and conditions of a business transaction.
|
### Human: Agent: ['Rahul Watarkar', 'A Chartered Accountant with over 20 years of experience in the field of Accounts & Finance and Financial Analysis for diverse set of sectors.Specialties: - Financial Analysis- General Ledger Ownership- Budgeting & MIS - Working Capital Management- Pre-bidding and Project Feasibility - Financial modelling, structuring and transaction services', 'Senior Director - Finance at Capgemini', 'Capgemini', '[{"company":"Capgemini","company_id":"capgemini","industry":"IT Services and IT Consulting","location":null,"positions":[{"description":"• Responsible for supporting Market Units with a size of 300M USD within the Insurance Business Unit• Involved in yearly budget, business planning and and monthly forecast• Presenting monthly financial performance, budget/forecast variances. Preparation of management reports and dashboards, producing meaningful commentary and analysis of financial data• Drive the profitability of the MU by analyzing key levers• Supporting risk management by participating in Pricing, contract reviews to ensure sound commercials and solid financials • Integration of acquired companies from a systems and business perspective","duration":"Mar 2017 - Present 4 years 5 months","duration_short":"4 years 5 months","end_date":"Present","start_date":"Mar 2017","subtitle":"Capgemini","title":"Finance Controller"},{"description":"• Finalization & consolidation of the annual budget, forecast & monthly P&L for Financial Services Continental Europe (FSCE). • Coordinating the monthly close process by liasioning with business units within FSCE. • Monthly performance reviews of Business Units, Practices and Nearshore Centres with CEO and CFO and monthly review of FSCE with FSGBU. • Variance Analysis between actual monthly P&L against the forecast and budget. • Responsible for the CE Mgmt P&L, including Support Function costs in Vietnam. • Tracking and analyzing of the KPIs, trends and its impact on business.• Responsible for the entire P&L of FS Swiss.","duration":"Mar 2014 Feb 2017 3 years","duration_short":"3 years","end_date":"Feb 2017","start_date":"Mar 2014","subtitle":"Capgemini","title":"Continental Europe - Reporting & Finance Controller FS Swiss"},{"description":"Offshore Lead for APAC Business Unit. - Responsible for financial matrices of APAC Business of Capgemini FS, which comprises of end to end responsibility of controlling the monthly P&L from revenue to gross operating profits - Involved from the Finance side in deal reviews with existing and new clients under the Financial Services domain. - Provide proactive guidance and represent accurate financial health status of the business unit to key stakeholders. - Responsible for forecasting the monthly P&L, annual budget, quarterly business review and other KPIs like utilization, bench, average cost, pyramid, leverage etc.- Partner with delivery to manage utilization and Time compliance at an optimum level and as well as providing the operations support. - Monthly Financial Performance reporting Actual vs. Forecast to the Management team giving Operational / Financial Highlights of performance against Guidance / Internal commitments and trends. - Liasioning with Internal and statutory auditors for timely completion of the Audit for APAC entities. - Working and co-coordinating across multiple geographies and to manage a team of financial analyst’s.","duration":"Jun 2010 Feb 2014 3 years 9 months","duration_short":"3 years 9 months","end_date":"Feb 2014","start_date":"Jun 2010","subtitle":"Capgemini","title":"APAC BU Offshore Lead"}],"url":"https://www.linkedin.com/company/capgemini"},{"company":"Info Dynamic","company_id":"info-dynamic","location":"","positions":[{"description":"• Preparation of financials on monthly basis and MIS reporting with cost and profitability analysis supported by relevant ratios. • General Ledger ownership with a responsibility to monitor correct invoicing to customers, debtors and creditors reconciliation, providing age wise analysis of debtors and creditors, analysis of WIP and working capital management. • Enhancing financial processes and systems, advising managements on costing based projects feasibility within business segments, evaluating business segments and advising on business mix.• Preparing financial models for project/ debt funding.","duration":"Jan 2009 May 2010 1 year 5 months","duration_short":"1 year 5 months","end_date":"May 2010","start_date":"Jan 2009","subtitle":"Info Dynamic","title":"Finance Controller"}],"url":"https://www.linkedin.com/company/info-dynamic"},{"company":"Tieto","company_id":"tieto","location":"","positions":[{"description":"Associate Product Analyst at TietoEnator","duration":"Sep 2008 Jan 2009 5 months","duration_short":"5 months","end_date":"Jan 2009","start_date":"Sep 2008","subtitle":"Tieto","title":"Associate Product Analyst"}],"url":"https://www.linkedin.com/company/tieto"},{"company":"IndiaCo Ventures Ltd.","company_id":"indiaco","location":"","positions":[{"description":"• Responsible for transaction support for the deals presented to private equity funds along-with financial due diligence and valuation of companies, both listed as well as private companies. • Responsible for analyzing probable investment opportunities amongst a diverse set of sectors ranging from services to manufacturing companies.• Assisting portfolio companies in presenting their financial plans in front of the investor community for possible fund raising opportunities for these enterprises.","duration":"Mar 2006 Aug 2008 2 years 6 months","duration_short":"2 years 6 months","end_date":"Aug 2008","start_date":"Mar 2006","subtitle":"IndiaCo Ventures Ltd.","title":"Vice President"}],"url":"https://www.linkedin.com/company/indiaco"},{"company":"Bajaj Allianz Life Insurance Co. Ltd.","company_id":"bajaj-allianz-life-insurance-co-ltd-","location":"","positions":[{"description":"• Investment Accounting and monthly closing of Investments. Investments management of short term funds and Unit Linked funds along with back office operations, Preparation of daily Fund Flow and Fund management.• Monitoring statutory compliance of Investments and Investment reporting to the regulator and the Company Management.• Finalization of accounts under Indian Standards, US GAAP (for specific areas for reporting related to Investments)","duration":"Jan 2005 Feb 2006 1 year 2 months","duration_short":"1 year 2 months","end_date":"Feb 2006","start_date":"Jan 2005","subtitle":"Bajaj Allianz Life Insurance Co. Ltd.","title":"Senior Executive"}],"url":"https://www.linkedin.com/company/bajaj-allianz-life-insurance-co-ltd-"},{"company":"Kirloskar Pneumatic Company Limited","company_id":"kirloskar-pneumatic-company-limited","location":"","positions":[{"description":"• Handled MIS Analysis of Air Compressor Division, the largest division of the company.• Monitoring of Debtors and Creditors, working capital management.","duration":"Mar 2004 Dec 2004 10 months","duration_short":"10 months","end_date":"Dec 2004","start_date":"Mar 2004","subtitle":"Kirloskar Pneumatic Company Limited","title":"Senior Officer"}],"url":"https://www.linkedin.com/company/kirloskar-pneumatic-company-limited"},{"company":"Mohan Deshmukh & Co.","company_id":null,"location":"","positions":[{"description":"Handled various audit assignments of corporates as well as non-corporates, educational institutions and sugar factories. Scope of work ranged from preliminary audit till finalization. Type of audit work included statutory audit, tax audit, internal audit as well as management audit. • Independently handled Income Tax Scrutiny cases, drafting of appeals at CIT (Appeals) and Appellate Tribunal levels.• Preparation and compilation of income tax returns for various individuals/ professionals, partnership firms and corporates.","duration":"2000 2003 3 years","duration_short":"3 years","end_date":"2003","start_date":"2000","subtitle":"Mohan Deshmukh & Co.","title":"Audit Manager"}],"url":""}]', '["“Rahul is a good human being, tremendous dedication to his duties. It was great working with Rahul.”","\\"Rahul has always been a easy going person with everyone, has a balanced opinion, is a positive thinker. He has good analytical skills, does a lot of brainstorming, has his own opinion always. For sure he is an asset to any organisation he works with. Great help in times of need. He gave me my own space, allowed me to take my own decisions never put a question mark on anything i did if i had enough reasons to justify! It was great working with Rahul and i wish him all the very best for his future.\\""]']
User: ['Cicely Wedgeworth', 'Editor, writer, journalist, and content strategist with experience spanning major media outlets and tech companies.', 'Senior staff editor at The New York Times', 'The New York Times', '[{"company":"The New York Times","company_id":"the-new-york-times","industry":"Newspaper Publishing","location":"Washington, District of Columbia, United States","positions":[{"description":"","duration":"Sep 2021 - Present 3 months","duration_short":"3 months","end_date":"Present","start_date":"Sep 2021","subtitle":"The New York Times","title":"Senior staff editor"}],"url":"https://www.linkedin.com/company/the-new-york-times"},{"company":"realtor.com","company_id":"realtor-com","location":null,"positions":[{"description":"- oversee the day-to-day publication of stories in the News & Insights section, which gets about 10 million page views and 7 million visitors/month- curate content for the N&I homepage and on realtor.com- oversee weekly and monthly newsletters highlighting top stories and videos- assist editorial director in managing team of 7- oversee freelance budget and contracts- plan editorial calendar and run daily budget meetings- line edit breaking news, investigative pieces, and features- project-manage video program","duration":"Sep 2017 Sep 2021 4 years 1 month","duration_short":"4 years 1 month","end_date":"Sep 2021","start_date":"Sep 2017","subtitle":"realtor.com","title":"Managing Editor, News & Insights"},{"description":"Line edited breaking news, investigative pieces, and features; set editorial calendar; wrote general housing-market trend stories and stories based on realtor.com research; edited a weekly column by our chief economist.","duration":"Oct 2015 Sep 2017 2 years","duration_short":"2 years","end_date":"Sep 2017","start_date":"Oct 2015","subtitle":"realtor.com","title":"Deputy Managing Editor, News & Insights"},{"description":"Assigned and edited stories on home improvement, decor, and maintenance.","duration":"Jun 2014 Sep 2015 1 year 4 months","duration_short":"1 year 4 months","end_date":"Sep 2015","start_date":"Jun 2014","subtitle":"realtor.com","title":"Senior Editor, Home Improvement"}],"url":"https://www.linkedin.com/company/realtor-com"},{"company":"ZesterDaily","company_id":"zester-media","location":"","positions":[{"description":"Edited food, wine, and travel stories for Zester Daily, a website dedicated to food and drink around the world. Created photo galleries and wrote SEO headlines. Edited food, wine, and travel stories for Zester Daily, a website dedicated to food and drink around the world. Created photo galleries and wrote SEO headlines.","duration":"Oct 2010 Aug 2015 4 years 11 months","duration_short":"4 years 11 months","end_date":"Aug 2015","start_date":"Oct 2010","subtitle":"ZesterDaily","title":"Articles editor (part-time)"}],"url":"https://www.linkedin.com/company/zester-media"},{"company":"eBay","company_id":"ebay","location":"San Jose","positions":[{"description":"* Produced multimedia stories for the intranet, corporate blog and corporate news site that communicated key business priorities for employees and external audiences* Wrote and edited weekly news stories about interesting initiatives within the company* Coordinated with regional partners to edit their content for worldwide publication* Scripted, shot and edited video interviews highlighting exciting initiatives* Discovered and shared news stories related to our business on social channels","duration":"Mar 2012 May 2014 2 years 3 months","duration_short":"2 years 3 months","end_date":"May 2014","start_date":"Mar 2012","subtitle":"eBay","title":"Editorial Manager, Digital Publications"}],"url":"https://www.linkedin.com/company/ebay"},{"company":"QuinStreet","company_id":"quinstreet","location":"","positions":[{"description":"* Led content strategy for half a dozen education-focused websites for a pioneer in Internet marketing. * Conceptualized stories for syndication and assigned to writers. * Developed catchy infographics and other content for social media sharing. * Led content strategy for half a dozen education-focused websites for a pioneer in Internet marketing. * Conceptualized stories for syndication and assigned to writers. * Developed catchy infographics and other content for social media sharing.","duration":"Feb 2011 Mar 2012 1 year 2 months","duration_short":"1 year 2 months","end_date":"Mar 2012","start_date":"Feb 2011","subtitle":"QuinStreet","title":"Site Editor"}],"url":"https://www.linkedin.com/company/quinstreet"},{"company":"Yahoo!","company_id":"yahoo","location":"","positions":[{"description":"As part of the Yahoo! front page editorial team, I strove to make the Today module exciting, engaging and informative for more than half a billion users. This included packaging stories by writing clever copy and sourcing art; monitoring the mix of content on the front page to make sure it\'s always fresh, balanced and appropriate; and pinch-hitting wherever necessary.- Wrote for the 2010 Year in Review feature, which won a Yahoo! Editorial Award for Special Feature. One of my contributions, on immigration, received an honorable mention in the News category.","duration":"Dec 2008 Feb 2011 2 years 3 months","duration_short":"2 years 3 months","end_date":"Feb 2011","start_date":"Dec 2008","subtitle":"Yahoo!","title":"Sr. Editorial Manager"}],"url":"https://www.linkedin.com/company/yahoo"},{"company":"CBS Interactive","company_id":"cbs-interactive","location":"","positions":[{"description":"Sifted through restaurant and other food-related tips posted on Chowhound.com, the popular community of food-lovers, with an eye for the savviest inside information. Wrote a weekly newsletter for the San Francisco Bay Area (and previously for Los Angeles) based on those posts, summing up the best of the board for a “Chowhound express” experience. Sifted through restaurant and other food-related tips posted on Chowhound.com, the popular community of food-lovers, with an eye for the savviest inside information. Wrote a weekly newsletter for the San Francisco Bay Area (and previously for Los Angeles) based on those posts, summing up the best of the board for a “Chowhound express” experience.","duration":"Jan 2005 Feb 2011 6 years 2 months","duration_short":"6 years 2 months","end_date":"Feb 2011","start_date":"Jan 2005","subtitle":"CBS Interactive","title":"Editor, Chowhound Digest at Chow.com (part-time)"}],"url":"https://www.linkedin.com/company/cbs-interactive"},{"company":"Los Angeles Times","company_id":"los-angeles-times","location":"","positions":[{"description":"Five years on the foreign desk, two years in features (Food, Health, Home, Travel, Image). Edited stories for style and content; wrote display copy, web headlines and text for web photo galleries. Coordinated with graphics, photo and layout editors for the smartest presentation. Major projects included editing a Pulitzer-winning article, a multi-part package on life inside North Korea, and a special section for the Pope’s death. Honored as Copy Editor of the Month in May 2007. Contributed stories to Food and Travel sections.","duration":"Jun 2000 Mar 2008 7 years 10 months","duration_short":"7 years 10 months","end_date":"Mar 2008","start_date":"Jun 2000","subtitle":"Los Angeles Times","title":"Copy editor"}],"url":"https://www.linkedin.com/company/los-angeles-times"}]', '["Sue Rosenstock “Cicely is a top-notch writer and superb editor with a knack for creative storytelling. During her tenure at eBay Inc., Cicely built out our international presence and developed content around key corporate themes, including recruiting efforts, social media initiatives and company purpose. She is extremely adept at finding just the right angle to capture audience attention and makes expert use of multimedia -- including photography and video-based storytelling -- successfully improving user engagement across global digital and social channels. Cicely also helped manage the editorial calendar and was a key contributor to the development of our editorial style guide, driving consistent tone/messaging across all channels. Her considerable project management and collaboration skills were vital to the success of our team. On a personal note, Cicely is an absolutely joy to work with -- always eager to pitch in and effortlessly poised in the face of last-minute deadlines and changes in direction. She also has an insatiable desire to learn and expand her skill set, which helped us create innovative, best-in-class content. I am delighted to recommend Cicely without reservation.”","Joshua Anish “Cicely is a strong steward of the English language. In an environment that placed a premium on SEO, she stuck out as an advocate and purveyor of high-quality content. She\'s also extremely professional, efficient and constructive -- a general pleasure to work with.”"]']### Assistant: The agent's job is to provide financial analysis and budgeting services, and today the user is reaching out to the agent because they need assistance in analyzing the financial performance of their company.
|
### Human: Agent: ['Nenad Sarapa', 'MD with 25 years experience in clinical R&D (translational through NDA) in the US. EU and Asia. \uf02d Oncology (13+ years), anti-inflammatory, CV / diabetes, infectious diseases \uf02d Small molecules, mAb (incl. immune-modulators and ADC), immunotoxins Work experience: \uf02d Line management of MD/PhD/PharmD staff \uf02d Global project leadership of multicultural teams \uf02d NDA submissions: Aromasin (exemestane), Camptosar (irinotecan), Bextra (valdecoxib), Sutent (sunitinib), Gazyva (obinutuzumab), Zelboraf (vemurafenib), Aliqopa (copanlisib) Expertise \uf02d Clinical development \uf02d Clinical pharmacology and PK / PD \uf02d Drug safety and risk management (thought leader in QTc assessment). \uf02d Managing internal and external relationships in translational and clinical R&D \uf02d Medical monitoring', 'VP, Clinical Development at SpringWorks Therapeutics', 'SpringWorks Therapeutics', '[{"company":"SpringWorks Therapeutics","company_id":"springworks-therapeutics","industry":"Biotechnology Research","location":"Nashville, Tennessee, United States","positions":[{"description":"SpringWorks Therapeutics is a clinical-stage biopharmaceutical company that identifies and advances promising science and pioneers efficient pathways for drug development for patients with severe rare diseases and cancer. SpringWorks Therapeutics is a clinical-stage biopharmaceutical company that identifies and advances promising science and pioneers efficient pathways for drug development for patients with severe rare diseases and cancer.","duration":"Jun 2020 - Present 1 year 11 months","duration_short":"1 year 11 months","end_date":"Present","start_date":"Jun 2020","subtitle":"SpringWorks Therapeutics","title":"VP, Clinical Development"}],"url":"https://www.linkedin.com/company/springworks-therapeutics"},{"company":"Sarah Cannon Research Institute","company_id":"sarah-cannon-research-institute","location":"Nashville, TN","positions":[{"description":"","duration":"Sep 2018 May 2020 1 year 9 months","duration_short":"1 year 9 months","end_date":"May 2020","start_date":"Sep 2018","subtitle":"Sarah Cannon Research Institute","title":"Snr Director, Clinical and Medical Sciences"}],"url":"https://www.linkedin.com/company/sarah-cannon-research-institute"},{"company":"Molecular Templates, Inc.","company_id":null,"location":"Jersey City, NJ","positions":[{"description":"","duration":"Sep 2017 Sep 2018 1 year 1 month","duration_short":"1 year 1 month","end_date":"Sep 2018","start_date":"Sep 2017","subtitle":"Molecular Templates, Inc.","title":"SVP Clinical Development"}],"url":""},{"company":"Bayer Pharmaceuticals","company_id":"bayer","location":"Whippany, NJ","positions":[{"description":"","duration":"Jan 2013 Sep 2017 4 years 9 months","duration_short":"4 years 9 months","end_date":"Sep 2017","start_date":"Jan 2013","subtitle":"Bayer Pharmaceuticals","title":"Snr Director, Early Clinical Development Oncology"}],"url":"https://www.linkedin.com/company/bayer"},{"company":"Hoffmann-La Roche","company_id":"roche","location":"Nutley, NJ","positions":[{"description":"","duration":"Jun 2009 Dec 2012 3 years 7 months","duration_short":"3 years 7 months","end_date":"Dec 2012","start_date":"Jun 2009","subtitle":"Hoffmann-La Roche","title":"Head of Clinical Pharmacology - Oncology"}],"url":"https://www.linkedin.com/company/roche"},{"company":"Johnson & Johnson PRD","company_id":"johnson-&-johnson","location":"Spring House, PA","positions":[{"description":"","duration":"Sep 2007 Jun 2009 1 year 10 months","duration_short":"1 year 10 months","end_date":"Jun 2009","start_date":"Sep 2007","subtitle":"Johnson & Johnson PRD","title":"Snr Director, Early Clinical Development"}],"url":"https://www.linkedin.com/company/johnson-&-johnson"},{"company":"Daiichi Sankyo, Inc.","company_id":"daiichi-sankyo","location":"Edison, NJ","positions":[{"description":"","duration":"Mar 2005 Jul 2007 2 years 5 months","duration_short":"2 years 5 months","end_date":"Jul 2007","start_date":"Mar 2005","subtitle":"Daiichi Sankyo, Inc.","title":"Executive Director, Translational Medicine & Clinical Pharmacology"}],"url":"https://www.linkedin.com/company/daiichi-sankyo"},{"company":"Pfizer","company_id":"pfizer","location":"Kalamazoo, MI --> Skokie, IL --> La Jolla, CA","positions":[{"description":"","duration":"Jun 1999 Mar 2005 5 years 10 months","duration_short":"5 years 10 months","end_date":"Mar 2005","start_date":"Jun 1999","subtitle":"Pfizer","title":"Director, Clinical Pharmacology"}],"url":"https://www.linkedin.com/company/pfizer"},{"company":"GlaxoWellcome","company_id":null,"location":"London, UK","positions":[{"description":"","duration":"Jan 1995 Jun 1999 4 years 6 months","duration_short":"4 years 6 months","end_date":"Jun 1999","start_date":"Jan 1995","subtitle":"GlaxoWellcome","title":"Clinical Research Physician, Clinical Pharmacology"}],"url":""}]', '["Melissa Crosswhite “It is an absolute privilege to work with Dr. Sarapa everyday! He is extremely knowledgeable, attentive, with a can and will do attitude. He\'s the kind of guy that will pick up the phone even when he knows it could be bad news or a tough situation. THANK YOU! Without you, I couldn\'t do my job everyday.”","Pau Aceves, MPharm, MSc “It was a pleasure and a great source of inspiration to work in the Clinical Pharmacology Oncology Department headed by Nenad. His leadership of our group and his ability to keep the team engaged, informed and cohesive was beyond exceptional. I have certainly benefited and learnt a great deal not only from his high interpersonal and business skills but also from his vast knowledge in the field of Clinical Pharmacology and Oncology sciences. It would be more than a pleasure to work under Nenad’s leadership if our professional paths crossed again in the future.”"]']
User: ['Stefen Menzel', 'Full stack developer, game developer, avid cyclist, friend of all dog-kind.', 'Javascript Engineer at BI WORLDWIDE', 'BI WORLDWIDE', '[{"company":"BI WORLDWIDE","company_id":"biworldwide","industry":"Advertising Services","location":null,"positions":[{"description":"","duration":"Feb 2021 - Present 1 year 3 months","duration_short":"1 year 3 months","end_date":"Present","start_date":"Feb 2021","subtitle":"BI WORLDWIDE","title":"Javascript Engineer"},{"description":"","duration":"Sep 2019 Feb 2021 1 year 6 months","duration_short":"1 year 6 months","end_date":"Feb 2021","start_date":"Sep 2019","subtitle":"BI WORLDWIDE","title":"Associate Javascript Engineer"}],"url":"https://www.linkedin.com/company/biworldwide"},{"company":"Prime Digital Academy","company_id":"prime-digital-academy","location":"Greater Minneapolis-St. Paul Area","positions":[{"description":"Currently:Working on setting up a REST API using Java and Spring Boot.Skills:• React• Redux• Saga• Material UI• HTML• CSS• JavaScript• JQuery• AJAX• Node.js• Express.js.• Bootstrap Currently:Working on setting up a REST API using Java and Spring Boot.Skills:• React• Redux• Saga• Material UI• HTML• CSS• JavaScript• JQuery• AJAX• Node.js• Express.js.• Bootstrap","duration":"Feb 2019 Feb 2021 2 years 1 month","duration_short":"2 years 1 month","end_date":"Feb 2021","start_date":"Feb 2019","subtitle":"Prime Digital Academy","title":"Full Stack Engineering student"}],"url":"https://www.linkedin.com/company/prime-digital-academy"},{"company":"CLA (CliftonLarsonAllen)","company_id":"cliftonlarsonallen","location":"Greater Minneapolis-St. Paul Area","positions":[{"description":"Tech support for Clifton Larson Allen Nationwide. Tech support for Clifton Larson Allen Nationwide.","duration":"Nov 2018 Apr 2019 6 months","duration_short":"6 months","end_date":"Apr 2019","start_date":"Nov 2018","subtitle":"CLA (CliftonLarsonAllen)","title":"Service Desk Analyst"}],"url":"https://www.linkedin.com/company/cliftonlarsonallen"},{"company":"SPS Commerce","company_id":"sps-commerce","location":"Greater Minneapolis-St. Paul Area","positions":[{"description":"","duration":"Aug 2018 Nov 2018 4 months","duration_short":"4 months","end_date":"Nov 2018","start_date":"Aug 2018","subtitle":"SPS Commerce","title":"Help Desk Analyst"}],"url":"https://www.linkedin.com/company/sps-commerce"},{"company":"CogReps Inc.","company_id":"cogreps","location":"Minneapolis","positions":[{"description":"","duration":"Feb 2018 Jul 2018 6 months","duration_short":"6 months","end_date":"Jul 2018","start_date":"Feb 2018","subtitle":"CogReps Inc.","title":"Junior Developer"}],"url":"https://www.linkedin.com/company/cogreps"},{"company":"The Dolan Company","company_id":"the-dolan-company","location":"Greater Minneapolis-St. Paul Area","positions":[{"description":"Tech support for the Dolan Company nationwide. Tech support for the Dolan Company nationwide.","duration":"Jan 2016 Feb 2018 2 years 2 months","duration_short":"2 years 2 months","end_date":"Feb 2018","start_date":"Jan 2016","subtitle":"The Dolan Company","title":"Service Desk Analyst"}],"url":"https://www.linkedin.com/company/the-dolan-company"},{"company":"BridgeTower Media","company_id":"bridgetower-media","location":"Greater Minneapolis-St. Paul Area","positions":[{"description":"Provide IT support services for users at Bridgetower Media Provide IT support services for users at Bridgetower Media","duration":"Jan 2016 Feb 2018 2 years 2 months","duration_short":"2 years 2 months","end_date":"Feb 2018","start_date":"Jan 2016","subtitle":"BridgeTower Media","title":"Service Desk Analyst 2"}],"url":"https://www.linkedin.com/company/bridgetower-media"},{"company":"Seward Community Co-op","company_id":"seward-co-op-grocery-and-deli-","location":null,"positions":[{"description":"Maintain a Clean and presentable store for customers and employees alike.","duration":"Apr 2014 Dec 2015 1 year 9 months","duration_short":"1 year 9 months","end_date":"Dec 2015","start_date":"Apr 2014","subtitle":"Seward Community Co-op","title":"Housekeeper"},{"description":"Provide Customer Service while taking and making customer orders. Juicing, Coffee, and Smoothies along with sandwiches, burritos and food preperation.","duration":"Dec 2008 Dec 2015 7 years 1 month","duration_short":"7 years 1 month","end_date":"Dec 2015","start_date":"Dec 2008","subtitle":"Seward Community Co-op","title":"Deli Counter Worker"}],"url":"https://www.linkedin.com/company/seward-co-op-grocery-and-deli-"},{"company":"Frankling Street Bakery","company_id":null,"location":"","positions":[{"description":"Provide customer service while taking Customer catering orders in person or on the phone. Making coffee and handling money. Provide customer service while taking Customer catering orders in person or on the phone. Making coffee and handling money.","duration":"Sep 2006 Jun 2008 1 year 10 months","duration_short":"1 year 10 months","end_date":"Jun 2008","start_date":"Sep 2006","subtitle":"Frankling Street Bakery","title":"Customer Service Associate"}],"url":""},{"company":"Sears, Roebuck and Co.","company_id":"sears-stores","location":"","positions":[{"description":"Pick customer orders from the warehouse and deliver them to their vehicles for loading. Unloading of trucks and stocking the warehouse. Pick customer orders from the warehouse and deliver them to their vehicles for loading. Unloading of trucks and stocking the warehouse.","duration":"Aug 2005 Aug 2006 1 year 1 month","duration_short":"1 year 1 month","end_date":"Aug 2006","start_date":"Aug 2005","subtitle":"Sears, Roebuck and Co.","title":"Dock Worker"}],"url":"https://www.linkedin.com/company/sears-stores"}]', '["Jesse Gjerde “Working alongside Stefen while attending Prime Digital Academy was truly a worth while experience. He holds the mindset of a programmer, questioning every motive until he fully grasps new concepts. He has proven himself time and time again to face any problem head on, all while contributing as a team player to make sure everyone is on the same page. I\'d recommend him for any type of position in the world of IT. ”","Thomas Roselyn “I\'ve had the pleasure of studying alongside Stefen in the Full Stack Software Engineering Certification program at Prime Digital Academy. He is consistently ahead of the curve in picking up new technologies and is always willing to help those around him get up to speed. Stefen\'s solo project - an IoT device and connected app for monitoring his backyard chicken coop - was an impressive combination of a practical idea, functional code, a clean user interface, and a sense of humor. Highly recommended!”"]']### Assistant: The agent's job is to conduct outreach for a clinical-stage biopharmaceutical company, and today, the agent is reaching out to the user because they need assistance with developing a user-friendly mobile application for monitoring patient data in a clinical trial.
|
### Human: Agent: ['Tony Alhadeff', 'I am an accomplished leader equipped with the drive and vision to thrive in rapidly-changing organizations. In my career, I have promoted a strong culture, rooted in valuing people and empowering teams to perform at their best to exceed organizational goals. Team-building, managing change, continuous improvement, and promoting a customer-focused mindset have been some of my key success factors in fulfilling strategy and guiding organizations through turn-arounds and towards profitable growth.My adaptive background and international experience have helped me to hone a strong skillset in leadership and collaboration across cultures, languages, organizational hierarchies and functional areas. From diverse experiences in strategy development, financial management, marketing, operations management, and sales, I have developed a holistic approach in advancing organizations. Specialties: - Operations Management- Collaborative Leadership- Change Management- Team Building- Customer Service Excellence- Profitable Growth- Business Process Management- Planning, Purchasing, and Inventory Control- Multilingual (French, Spanish), International Background and Experience', 'COO at Louis Poulsen', 'Louis Poulsen Lighting', '[{"company":"Louis Poulsen Lighting","company_id":"louis-poulsen-lighting","industry":"Design","location":null,"positions":[{"description":"Full oversight over U.S. and Canada operations. Responsible for management of all support functions including Customer Service, Supply Chain, Technical Support, Finance, HR, IT, Production, Warehousing and Shipping. Focus areas include:- Cross-functional project management- Change management- Team Building- Budgeting and reporting- Strategy formulation- Daily operationsProviding firm leadership, complimented by a strong sense of what it takes to motivate individuals and teams towards a culture of continuous improvement and a relentless dedication to customer satisfaction.Advisory board member.","duration":"Jan 2017 - Present 4 years 8 months","duration_short":"4 years 8 months","end_date":"Present","start_date":"Jan 2017","subtitle":"Louis Poulsen Lighting","title":"COO"},{"description":"Responsible for management of U.S. operations with oversight over Customer Service, Supply Chain, IT, Production, Warehousing and Shipping.","duration":"Oct 2013 Dec 2016 3 years 3 months","duration_short":"3 years 3 months","end_date":"Dec 2016","start_date":"Oct 2013","subtitle":"Louis Poulsen Lighting","title":"Vice President of Operations & IT"}],"url":"https://www.linkedin.com/company/louis-poulsen-lighting"},{"company":"Martin Professional","company_id":"martin-professional-as","location":null,"positions":[{"description":"Responsible for overall Americas Region operations management for Denmark-based manufacturer and world leader in intelligent lighting. Leading teams with oversight over the areas of import/export logistics, warehousing and distribution, demand planning, purchasing, customer service, and order handling. Initiated and led several cross-functional business process optimization initiatives to drive customer service improvements and sales growth.Led the expansion of subsidiary territorial responsibility from U.S. to entire Americas Region. Led transformation of U.S. warehouse into Americas Region Distribution Center through full-scale remodeling, implementation of barcode-supported slotting, and ERP functionality development. Also initiated and managed project to establish on-site bonded warehousing.Served as Americas Region chairperson in monthly global Executive S&OP meeting.Developed and launched Operations Scorecard to track performance on 14 KPI’s as a tool for driving improvements across the organization.Managed RFP process for periodic rate negotiations with 3PL providers to secure best available rates and generate savings.","duration":"May 2010 Oct 2013 3 years 6 months","duration_short":"3 years 6 months","end_date":"Oct 2013","start_date":"May 2010","subtitle":"Martin Professional","title":"Director of Operations"},{"description":"Developed U.S. supply chain organization and formulated strategy and annual action plans to guide Demand Planning, Purchasing, Warehousing and Sales Support teams towards achievement of company objectives.Collaborated with international team on Operational Excellence projects and business cases.Developed and adopted best practice solutions for inventory replenishment, distribution center management, and KPI reporting. Initiated and achieved C-TPAT certification Tier 2 to better secure supply chain and control lead time risk. Managed Sales Support team to ensure efficient order handling, support customer service communication initiatives, and monitor the accurate execution of order releases.","duration":"Jan 2006 May 2010 4 years 5 months","duration_short":"4 years 5 months","end_date":"May 2010","start_date":"Jan 2006","subtitle":"Martin Professional","title":"Supply Chain Manager"},{"description":"Responsible for comprehensive inventory and logistics planning for U.S. subsidiary.Implemented a best-practice forecasting process to streamline the collection of field sales market intelligence for incorporation in the planning process.Implemented a monthly Sales & Operations Planning process to coordinate activities across the supply chain, sales, and financial groups within the organization.","duration":"Apr 2003 Jan 2006 2 years 10 months","duration_short":"2 years 10 months","end_date":"Jan 2006","start_date":"Apr 2003","subtitle":"Martin Professional","title":"Demand Planning Manager"}],"url":"https://www.linkedin.com/company/martin-professional-as"},{"company":"Rexall Sundown","company_id":"rexall-sundown","location":"Miami/Fort Lauderdale Area","positions":[{"description":"Collaborated with multiple Sales teams and key national accounts in the development of a bottom-up forecasting process. Collaborative tools such as CPFR, VMI, and CMI were utilized to engage national accounts on a weekly basis. A monthly Sales & Operations Planning process ensured these processes resulted in increased inventory turns and profitability. Collaborated with multiple Sales teams and key national accounts in the development of a bottom-up forecasting process. Collaborative tools such as CPFR, VMI, and CMI were utilized to engage national accounts on a weekly basis. A monthly Sales & Operations Planning process ensured these processes resulted in increased inventory turns and profitability.","duration":"Mar 1998 Apr 2003 5 years 2 months","duration_short":"5 years 2 months","end_date":"Apr 2003","start_date":"Mar 1998","subtitle":"Rexall Sundown","title":"Demand Planning Manager"}],"url":"https://www.linkedin.com/company/rexall-sundown"},{"company":"Expert Software","company_id":null,"location":"Miami/Fort Lauderdale Area","positions":[{"description":"Provided the International Division with the support needed to optimize use of financial resources, develop effective campaigns, evaluate product translations and packaging initiatives, and increase sales performance.Responsible for the analysis of sell thru data and for the preparation of sales forecasts and competitive analysis for company-wide distribution. Provided special analysis in support of strategic initiatives by top management in the area of product acquisitions. Provided the International Division with the support needed to optimize use of financial resources, develop effective campaigns, evaluate product translations and packaging initiatives, and increase sales performance.Responsible for the analysis of sell thru data and for the preparation of sales forecasts and competitive analysis for company-wide distribution. Provided special analysis in support of strategic initiatives by top management in the area of product acquisitions.","duration":"Mar 1996 Mar 1998 2 years 1 month","duration_short":"2 years 1 month","end_date":"Mar 1998","start_date":"Mar 1996","subtitle":"Expert Software","title":"International Sales Analyst"}],"url":""}]', '["Neil Mooney “Tony hired my law firm to help him obtain a private Customs bonded warehouse permit. The quality of his input and responses to our requests was nothing short of amazing. In over forty years as a Customs broker and/or Customs attorney, I never had a client work faster, more accurately, or more thoroughly than did Tony and the team under his management. I cannot recommend him to anyone more highly than I do.”","Brad Haynes “Tony is the perfect example of utmost professionalism, organization and motivation towards his specific tasks and goals. In my time thus far working with Tony, I have gained an exceptional respect and his work ethic intrinsically motivates others to follow. Headstrong, goal oriented and always proficient; Tony is an easy recommendation.”"]']
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 manage email marketing campaigns, and today the user is reaching out to the agent because they need assistance in optimizing their email templates and improving their A/B testing strategies.
|
### Human: Agent: ['Konstantin Zak', 'Technical Engineering Manager with a proven track record of shipping high quality and impactful products, as well as building teams and developing engineers', 'Engineering Manager at Lyft', 'Lyft', '[{"company":"Lyft","company_id":"lyft","industry":"Internet Publishing","location":null,"positions":[{"description":"","duration":"Jul 2018 - Present 3 years 5 months","duration_short":"3 years 5 months","end_date":"Present","start_date":"Jul 2018","subtitle":"Lyft","title":"Engineering Manager"},{"description":"","duration":"Apr 2015 Jul 2018 3 years 4 months","duration_short":"3 years 4 months","end_date":"Jul 2018","start_date":"Apr 2015","subtitle":"Lyft","title":"Software Engineer"}],"url":"https://www.linkedin.com/company/lyft"},{"company":"The BackPlane Inc.","company_id":"place---san-francisco","location":"Palo Alto","positions":[{"description":"Writing highly scaleable backend software. Writing highly scaleable backend software.","duration":"Feb 2012 Apr 2015 3 years 3 months","duration_short":"3 years 3 months","end_date":"Apr 2015","start_date":"Feb 2012","subtitle":"The BackPlane Inc.","title":"Software Engineer"}],"url":"https://www.linkedin.com/company/place---san-francisco"},{"company":"Zynga","company_id":null,"location":"San Francisco Bay Area","positions":[{"description":"Efficiently worked in a team to expand the Zynga Toolbar to 6M DAU, building the front end, back end, and troubleshooting operations. Only service that directly generated revenue for the Platform team. Developed the entire backend for Rewardville Points with a peak DAU of 2M, the first user facing feature launched as part of Zynga.com. Collaborated with partner teams to ensure smooth and successful launch with no production issues.Designed and implemented the ZAPI Social Graph, a highly reliable system which manages the friend graph and invite flow for Zynga.com. Complex architecture written in PHP with membase as the primary datastore, along with memqueues and consumers to support asynchronous writes for greater scalability. Reliably debugged and fixed various operational issues for all projects, including monitoring and addressing alerts.","duration":"Jan 2010 Feb 2012 2 years 2 months","duration_short":"2 years 2 months","end_date":"Feb 2012","start_date":"Jan 2010","subtitle":"Zynga","title":"Software Engineer"}],"url":""},{"company":"Citizen Schools","company_id":"citizen-schools","location":"Houston, Texas Area","positions":[{"description":"• Volunteered by teaching classes on engineering and web design at a local middle school• Created weekly lesson plans with the goal of getting students excited to learn about science and technology• Helped organize an on site event at the Texas Instruments campus to give a real life audience for student projects • Volunteered by teaching classes on engineering and web design at a local middle school• Created weekly lesson plans with the goal of getting students excited to learn about science and technology• Helped organize an on site event at the Texas Instruments campus to give a real life audience for student projects","duration":"Jan 2008 Dec 2009 2 years","duration_short":"2 years","end_date":"Dec 2009","start_date":"Jan 2008","subtitle":"Citizen Schools","title":"Volunteer Citizen Teacher"}],"url":"https://www.linkedin.com/company/citizen-schools"},{"company":"Erdos Miller","company_id":"erdos-miller","location":"","positions":[{"description":"• Design and build custom electronics • Design and build custom electronics","duration":"Mar 2009 Oct 2009 8 months","duration_short":"8 months","end_date":"Oct 2009","start_date":"Mar 2009","subtitle":"Erdos Miller","title":"Design Engineer / V.P. of Business Development"}],"url":"https://www.linkedin.com/company/erdos-miller"},{"company":"Texas Instruments","company_id":"texas-instruments","location":"Houston, Texas Area","positions":[{"description":"• Directly supported customers using ARM-based microcontrollers during development, guaranteeing customers met their delivery dates.• Validated microcontrollers on the bench by creating and executing plans and test cases in C/C++ and assembly, ensuring design bugs are detected before parts are shipped to customers.• Defined design specifications for new features based on customer feedback, targeted towards gaining market share and increasing revenue.• Coordinated with cross-functional teams from early design stages through production, driving competitive microcontrollers to market on time.• Presented at a technical conference on automotive graphics, giving visibility to my department.• Tested and modified a new stepper motor control algorithm for cluster applications, creating an edge over the competition.","duration":"Feb 2007 Jan 2009 2 years","duration_short":"2 years","end_date":"Jan 2009","start_date":"Feb 2007","subtitle":"Texas Instruments","title":"Applications Engineer"}],"url":"https://www.linkedin.com/company/texas-instruments"},{"company":"University of Michigan","company_id":"university-of-michigan","location":"","positions":[{"description":"• Wrote programs for Natural Language Processing applications, creating a means to analyze text similarities in blogs.• Utilized Perl and bash scripting extensively in a UNIX environment. • Wrote programs for Natural Language Processing applications, creating a means to analyze text similarities in blogs.• Utilized Perl and bash scripting extensively in a UNIX environment.","duration":"Feb 2006 Dec 2006 11 months","duration_short":"11 months","end_date":"Dec 2006","start_date":"Feb 2006","subtitle":"University of Michigan","title":"Research Programmer"}],"url":"https://www.linkedin.com/company/university-of-michigan"},{"company":"Stryker Endoscopy","company_id":"stryker","location":"","positions":[{"description":"• Designed, developed, and implemented hardware and software for a next generation endoscopic camera, increasing revenue.• Designed a power supply and software for a scope holder control board, allowing greater functionality and mobility.• Applied for a patent on a scope recognition system, currently pending. • Designed, developed, and implemented hardware and software for a next generation endoscopic camera, increasing revenue.• Designed a power supply and software for a scope holder control board, allowing greater functionality and mobility.• Applied for a patent on a scope recognition system, currently pending.","duration":"2005 2005 less than a year","duration_short":"less than a year","end_date":"2005","start_date":"2005","subtitle":"Stryker Endoscopy","title":"Design Engineer Intern"}],"url":"https://www.linkedin.com/company/stryker"},{"company":"TietoEnator Majiq Inc","company_id":"tieto","location":"","positions":[{"description":"• Planned and created tools for programmers using Visual Basic, VBScript and JavaScript, saving time and increasing productivity.• Developed automation software for tasks previously done manually, reducing downtime. • Planned and created tools for programmers using Visual Basic, VBScript and JavaScript, saving time and increasing productivity.• Developed automation software for tasks previously done manually, reducing downtime.","duration":"2004 2004 less than a year","duration_short":"less than a year","end_date":"2004","start_date":"2004","subtitle":"TietoEnator Majiq Inc","title":"Software Engineering Intern"}],"url":"https://www.linkedin.com/company/tieto"}]', '["Mandy Haeuser Gandin “Konstantin volunteered as a Citizen Teacher at my campus for three semesters. He taught website design, NASA engineering challenge, and the physics of flight. For each he worked with my staff to develop curriculum and deliver enriching science instruction to at-risk youth. He was always prepared, patient with the students, and overall an excellent role model and teacher.”","Sunil Oak “Konstantin is a talented engineer that is able to grasp new concepts quickly. He has excellent communication skills and is very positive in his approach to even difficult tasks.”"]']
User: ['Smeel Milien', 'Driven and well-rounded computer engineering student with effective problem solving and team work skills, along with a strong interest in Computer Software Design.', 'Software Engineer at Microsoft', 'Microsoft', '[{"company":"Microsoft","company_id":"microsoft","industry":"Software Development","location":"Seattle, Washington, United States","positions":[{"description":"","duration":"Jul 2021 - Present 5 months","duration_short":"5 months","end_date":"Present","start_date":"Jul 2021","subtitle":"Microsoft","title":"Software Engineer"}],"url":"https://www.linkedin.com/company/microsoft"},{"company":"IBM","company_id":"ibm","location":"Littleton, Massachusetts, United States","positions":[{"description":"","duration":"May 2020 Aug 2020 4 months","duration_short":"4 months","end_date":"Aug 2020","start_date":"May 2020","subtitle":"IBM","title":"Software Engineer Intern (Watson IoT)"}],"url":"https://www.linkedin.com/company/ibm"},{"company":"University of Massachusetts Amherst","company_id":"umassamherst","location":"United States","positions":[{"description":"UIA for ENGIN 112 lab section under Professor Baird Soules UIA for ENGIN 112 lab section under Professor Baird Soules","duration":"Sep 2019 Jan 2020 5 months","duration_short":"5 months","end_date":"Jan 2020","start_date":"Sep 2019","subtitle":"University of Massachusetts Amherst","title":"Undergraduate Instructional Assistant"}],"url":"https://www.linkedin.com/company/umassamherst"},{"company":"IBM","company_id":"ibm","location":"Raleigh-Durham, North Carolina Area","positions":[{"description":"","duration":"May 2019 Aug 2019 4 months","duration_short":"4 months","end_date":"Aug 2019","start_date":"May 2019","subtitle":"IBM","title":"Software Engineer Intern (IBM Cloud IaaS)"}],"url":"https://www.linkedin.com/company/ibm"}]', '["Connor Christian “Innovative and independent are the words that come to mind when I think about Smeel Milien. I’ve had the pleasure of knowing Smeel for 3 months over his summer internship, during which we worked on the same project. Above all, I was impressed with Smeel’s ability to quickly learning new technologies and effectively applying them to his work. And, of course, his charisma made working with him delightful. Smeel Milien would be a true asset for any positions requiring experience in container technology, RESTful APIs, and full-stack development and comes with my heartfelt recommendation.”","Andrew Kowalski “Smeel is an extremely fast learner and not afraid to ask questions. As a software development intern on our team, he was tasked to learn many software development processes and technologies in a short amount of time. It was great having Smeel on the team and I believe he would be great addition to any software development team.”"]']### Assistant: The agent's job is to provide technical guidance and support to software engineers at Lyft. Today, the user is reaching out to the agent because they need assistance with a complex software development problem they encountered at Microsoft.
|
### Human: Agent: ['Mark Genova', 'Been in the Automotive and Insurance industry since 1982. Concentration in the reinsurance arena with automobile producers since 1985.Specialties: The formation and management of insurance companies which includes Regulatory Compliance, Financial Statement Preparation, Federal Income Tax Preparation and Periodic Management Reporting.', 'Partner of Reinsurance Associates, LLC', 'Reinsurance Associates', '[{"company":"Reinsurance Associates","company_id":"reinsurance-associates-llc","industry":"Motor Vehicle Manufacturing","location":"","positions":[{"description":"","duration":"Mar 2005 - Present 16 years 7 months","duration_short":"16 years 7 months","end_date":"Present","start_date":"Mar 2005","subtitle":"Reinsurance Associates","title":"Partner"}],"url":"https://www.linkedin.com/company/reinsurance-associates-llc"}]', '["Keith Nettleton “Mark Genova has unlimited knowledge and expertise in the reinsurance industry. Mark conitnues to do a tremendous job managing our reinsurance business. I do not know of anyone who could top his performance in our industry.”","Tim Blochowiak “I have have had the opportunity to work with Mark for over 6 years, and it has been a true pleasure. Mark is very detail oriented and approaches our business relationship with the highest level of integrity along with providing solutions and work arounds to any challenges we may face. I would recommend Mark and his organization to anyone within our industry!”"]']
User: ['Laura Moseley', 'Experienced Regional Sales Manager with a demonstrated history of working in both insurance and medical industries. Strong sales professional skilled in Sales, Management, Account Management, Property & Casualty Insurance, and Commercial Insurance.', 'Account Executive at Cars.com', 'Cars.com', '[{"company":"Cars.com","company_id":"cars-com","industry":"Internet","location":"Raleigh, North Carolina, United States","positions":[{"description":"","duration":"May 2021 - Present 4 months","duration_short":"4 months","end_date":"Present","start_date":"May 2021","subtitle":"Cars.com","title":"Account Executive"}],"url":"https://www.linkedin.com/company/cars-com"},{"company":"Knit-Rite","company_id":"knit-rite","location":"NC SC VA","positions":[{"description":"Developed new territory for company - introduced products to medical practices, medical equipment stores, pharmacies, and mastectomy boutiques. Met and exceeded sales, planning, and project goals prior to six month new-hire timeline. Established relationships with target market via cold calls, in-person meetings, lunch and learns, and participation in patient education seminars. Discovered and grew liaison with key office personnel to focus on decision-maker. Met and exceeded expectations for number of meetings, communications, and sales.","duration":"Oct 2019 Jun 2020 9 months","duration_short":"9 months","end_date":"Jun 2020","start_date":"Oct 2019","subtitle":"Knit-Rite","title":"South Atlantic Regional Sales Manager"}],"url":"https://www.linkedin.com/company/knit-rite"},{"company":"Fun 4 Raleigh Kids","company_id":null,"location":"Raleigh-Durham, North Carolina Area","positions":[{"description":"Fun4RaleighKids.com is an online family-focused resource in Wake County. Our website provides two main resources - our directory of local businesses and our calendar of events. Our directory is by far the most comprehensive family-focused directory in the area because all 3,800 of our listings were added at NO charge! Our calendar is built by adding events that are published on over 200 individual websites each month. We offer advertising starting at only $20/month! Fun4RaleighKids.com is an online family-focused resource in Wake County. Our website provides two main resources - our directory of local businesses and our calendar of events. Our directory is by far the most comprehensive family-focused directory in the area because all 3,800 of our listings were added at NO charge! Our calendar is built by adding events that are published on over 200 individual websites each month. We offer advertising starting at only $20/month!","duration":"Jun 2015 Jan 2019 3 years 8 months","duration_short":"3 years 8 months","end_date":"Jan 2019","start_date":"Jun 2015","subtitle":"Fun 4 Raleigh Kids","title":"Owner/Operator"}],"url":""},{"company":"Pritchard & Jerden, Inc.","company_id":null,"location":"","positions":[{"description":"","duration":"May 2009 Apr 2013 4 years","duration_short":"4 years","end_date":"Apr 2013","start_date":"May 2009","subtitle":"Pritchard & Jerden, Inc.","title":"P&C Account Manager"}],"url":""},{"company":"Zurich Insurance Services","company_id":"us-assure","location":"","positions":[{"description":"","duration":"2004 2007 3 years","duration_short":"3 years","end_date":"2007","start_date":"2004","subtitle":"Zurich Insurance Services","title":"Commercial Lines Customer Service Specialist"}],"url":"https://www.linkedin.com/company/us-assure"},{"company":"Dr. Coluccelli","company_id":null,"location":"","positions":[{"description":"","duration":"2002 2004 2 years","duration_short":"2 years","end_date":"2004","start_date":"2002","subtitle":"Dr. Coluccelli","title":"Refractive Business Manager"}],"url":""},{"company":"Harden & Associates","company_id":"harden","location":"","positions":[{"description":"","duration":"2001 2002 1 year","duration_short":"1 year","end_date":"2002","start_date":"2001","subtitle":"Harden & Associates","title":"Commercial Lines Producer"}],"url":"https://www.linkedin.com/company/harden"}]', '["Diane McDaniel, MBA, AAI “I worked with Laura at Zurich and knew of her work at both the Atlanta and Jacksonville based brokerage firms. I have always respected her work, comprehensive knowledge of the insurance industry and professionalism. She has always been willing to mentor me and provide suggestions in area of the industry where I haven\'t expertise. I have seen Laura success in most areas of the insurance industry: service, underwriting, and sales. Her motivation to grow and manage more profitable and complex book of business helps to secure her continues success in the industry.”","Jose Raymundo “I used Laura and her firm to help us obtain insurance for an apartment complex we acquired in Athens, GA. We were under a tight time frame to close and we were also under fairly strict guidelines from our lender. Not only were we able to close the deal in time, but we were also able to save some money. Laura was very prompt, thorough and detail oriented in her responses when we needed her. Laura and her firm helped tremendously in this transaction.”"]']### Assistant: The agent's job is to manage reinsurance business in the automotive industry, and today, the agent is reaching out to the user because they need to discuss potential collaboration opportunities in the field of property and casualty insurance.
|
### Human: Agent: ['Melanie Swiftney', "I have twenty-five years experience as a writer and graphic designer, and now I'm lucky enough to have a job that combines my strengths as Director of Marketing & Communications at a nonprofit. I get to write, design, AND use social media—all in the hometown I love. I have managed a creative team in a fast-paced advertising agency in Chicago, worked as part of four internal creative departments, and published seven novels. Organization and project management are in my blood. While I write young adult novels in my free time, I excel at matching my company's voice and polishing other people's writing so it shines. My outgoing personality makes me a natural for social media, and I love meeting new people and helping others navigate the various platforms. I've written twelve novels, seven of which I self-published (2012, 2014, 2015, 2017, 2018x2, 2020), as well as a gratitude journal, and I have ideas for the next three novels. I'm looking to develop my professional contacts.", 'Director of Marketing & Communications at Grand Haven Area Community Foundation', 'Grand Haven Area Community Foundation', '[{"company":"Grand Haven Area Community Foundation","company_id":"grand-haven-area-community-foundation","industry":"Nonprofit Organization Management","location":null,"positions":[{"description":"","duration":"Mar 2016 - Present 5 years 7 months","duration_short":"5 years 7 months","end_date":"Present","start_date":"Mar 2016","subtitle":"Grand Haven Area Community Foundation","title":"Director of Marketing & Communications"},{"description":"","duration":"Aug 2015 Mar 2016 8 months","duration_short":"8 months","end_date":"Mar 2016","start_date":"Aug 2015","subtitle":"Grand Haven Area Community Foundation","title":"Marketing & Communications Officer"}],"url":"https://www.linkedin.com/company/grand-haven-area-community-foundation"},{"company":"self","company_id":null,"location":"","positions":[{"description":"","duration":"Aug 2007 - Present 14 years 2 months","duration_short":"14 years 2 months","end_date":"Present","start_date":"Aug 2007","subtitle":"self","title":"Author"}],"url":""},{"company":"BISSELL Homecare, Inc.","company_id":"bissell-homecare-inc-","location":null,"positions":[{"description":"","duration":"Jun 2014 Aug 2015 1 year 3 months","duration_short":"1 year 3 months","end_date":"Aug 2015","start_date":"Jun 2014","subtitle":"BISSELL Homecare, Inc.","title":"Graphic Design Specialist"},{"description":"","duration":"Nov 2011 Jun 2014 2 years 8 months","duration_short":"2 years 8 months","end_date":"Jun 2014","start_date":"Nov 2011","subtitle":"BISSELL Homecare, Inc.","title":"Associate Graphic Design Specialist"}],"url":"https://www.linkedin.com/company/bissell-homecare-inc-"},{"company":"Ink Slinger Designs","company_id":null,"location":"Grand Rapids, Michigan","positions":[{"description":"","duration":"Feb 2011 Jan 2015 4 years","duration_short":"4 years","end_date":"Jan 2015","start_date":"Feb 2011","subtitle":"Ink Slinger Designs","title":"Owner / Principal Designer"}],"url":""},{"company":"RC Productions","company_id":"rcp-marketing","location":"","positions":[{"description":"","duration":"Apr 2010 Nov 2011 1 year 8 months","duration_short":"1 year 8 months","end_date":"Nov 2011","start_date":"Apr 2010","subtitle":"RC Productions","title":"Social Media Specialist / Designer"}],"url":"https://www.linkedin.com/company/rcp-marketing"},{"company":"Freelance","company_id":null,"location":"","positions":[{"description":"","duration":"Mar 2007 Feb 2010 3 years","duration_short":"3 years","end_date":"Feb 2010","start_date":"Mar 2007","subtitle":"Freelance","title":"Graphic Designer"}],"url":""},{"company":"Zoom Advertising","company_id":null,"location":"","positions":[{"description":"","duration":"Jul 2000 Mar 2007 6 years 9 months","duration_short":"6 years 9 months","end_date":"Mar 2007","start_date":"Jul 2000","subtitle":"Zoom Advertising","title":"Art Director/Production Manager"}],"url":""},{"company":"Jewish Community Centers of Chicago","company_id":null,"location":"","positions":[{"description":"","duration":"Aug 1998 Jun 2000 1 year 11 months","duration_short":"1 year 11 months","end_date":"Jun 2000","start_date":"Aug 1998","subtitle":"Jewish Community Centers of Chicago","title":"Graphic Designer"}],"url":""},{"company":"CompuCraft","company_id":"compucraft","location":"Grand Rapis, MI","positions":[{"description":"","duration":"May 1997 Jul 1998 1 year 3 months","duration_short":"1 year 3 months","end_date":"Jul 1998","start_date":"May 1997","subtitle":"CompuCraft","title":"Graphic Designer"}],"url":"https://www.linkedin.com/company/compucraft"},{"company":"CompuCraft","company_id":"compucraft","location":"Grand Rapids, MI","positions":[{"description":"","duration":"Jul 1996 Aug 1996 2 months","duration_short":"2 months","end_date":"Aug 1996","start_date":"Jul 1996","subtitle":"CompuCraft","title":"Graphics Intern"}],"url":"https://www.linkedin.com/company/compucraft"}]', '["Trish Taylor “I have worked with maybe five people in my career who I admire for their organization, reaction time, quality of work and efficiency all together. Melanie is one of those people. She amazes me daily. More often than not, I expect folks to not meet deadlines and not even touch base on the project\'s status... not Melanie. She always hits the deadline and usually does so in advance of that deadline. And it\'s quality. She\'s not turning something over to just get it done for a first set of eyes; Melanie looks to put a final piece in front of you. Recently she has had to take on tasks for a coworker on medical leave. It\'s a role that Melanie has little to no experience doing and she\'s rocked it. Melanie is a graphic designer and in the last few months has become a marcom project manager setting up photo shoots and coordinating packaging for approvals. She knows what she doesn\'t know and looks to get assistance and guidance right away rather than flounder like I\'ve seen from so many people. We would have been lost the last few months without her stepping up on that role. And finally, she is an excellent writer, provides valid insights and feedback if she thinks a piece can be better and takes feedback (even if it\'s silly feedback, you know how marketers can be) and runs with it. I\'m very fortunate to have someone so versatile on my team. Melanie has saved us so much in fee because she is able to create an fsi, print ad, etc. quickly so that we don\'t have to rely on agencies all of the time - and her work is on par or better in many cases.”","Aleks Bienkowska “Melanie has designed several graphics for my business, including the logo for Polka Photos. I tried to develop a few concepts on my own, but nothing quite worked. Melanie listened to my ideas about what I wanted the logo to convey about my business and designed an absolutely perfect logo. I cannot recommend Melanie highly enough - she will help you brand your business and leave a lasting impression.”"]']
User: ['Patrick Churaman', 'Professional and Skilful', 'Property Handymaintenance Contractor LLC', 'Property', '[{"company":"Property","company_id":null,"location":"Greater Seattle Area","positions":[{"description":"Repair,Remodel,Renovate,Restore,Updrade and Turnover Apartments,Single Homes and Rental Properties. Repair,Remodel,Renovate,Restore,Updrade and Turnover Apartments,Single Homes and Rental Properties.","duration":"Feb 2014 - Present 8 years 5 months","duration_short":"8 years 5 months","end_date":"Present","start_date":"Feb 2014","subtitle":"Property","title":"Owner/General Manager -Property Handymaintenance Contractor LLC"}],"url":""},{"company":"Mullally Development Company","company_id":null,"location":"Queen Anne Seattle WA","positions":[{"description":"Leasing,Maintaining and Managing an apartment complex with 37 Units.Worked with AMSI ,YARDI,YesEnergy,OnlineCity Lights,Moco Inc for screening,home online check depositing , excel ,Microsoft word,banking,balancing.Complete all turns,repairs,oversee vendors ,landscape and maintenance technician,accept bids ,make decisions on behalf of the Property Manager. Leasing,Maintaining and Managing an apartment complex with 37 Units.Worked with AMSI ,YARDI,YesEnergy,OnlineCity Lights,Moco Inc for screening,home online check depositing , excel ,Microsoft word,banking,balancing.Complete all turns,repairs,oversee vendors ,landscape and maintenance technician,accept bids ,make decisions on behalf of the Property Manager.","duration":"Sep 2015 May 2016 9 months","duration_short":"9 months","end_date":"May 2016","start_date":"Sep 2015","subtitle":"Mullally Development Company","title":"Onsite Property Manager"}],"url":""},{"company":"Riverstone Residential Group","company_id":"riverstone-residential-group","location":"Alto Apts Seattle","positions":[{"description":"Managed maintenance technicians and house keepers ,oversee vendors ,complete unit turns on a timely manner,communicate with managers and tenants ,complete tenants work orders ,schedule mechanical repairs ,Order materials and keep the facility up yo code.Manage Safety meetings and Preventive measures and Fire Drills. Managed maintenance technicians and house keepers ,oversee vendors ,complete unit turns on a timely manner,communicate with managers and tenants ,complete tenants work orders ,schedule mechanical repairs ,Order materials and keep the facility up yo code.Manage Safety meetings and Preventive measures and Fire Drills.","duration":"Jun 2014 May 2015 1 year","duration_short":"1 year","end_date":"May 2015","start_date":"Jun 2014","subtitle":"Riverstone Residential Group","title":"Maintenance Supervisor"}],"url":"https://www.linkedin.com/company/riverstone-residential-group"},{"company":"Senior Living Facility","company_id":null,"location":"Seattle","positions":[{"description":"Maintain and Manage the facility,repair remodel and complete preventive maintenance.In charge of housekeeping,time schedules and day to day operation.Safety Alarm Systems,Fire Safety,Fire Drills and Prevention,Tag out Lock out -Control of Hazardous Energy,Disaster Preparedness,OSHA,WISHA,Health Hazards and Prevention.PTAC and HVAC Maintenance ,Temperature Control Systems and its Use. Maintain and Manage the facility,repair remodel and complete preventive maintenance.In charge of housekeeping,time schedules and day to day operation.Safety Alarm Systems,Fire Safety,Fire Drills and Prevention,Tag out Lock out -Control of Hazardous Energy,Disaster Preparedness,OSHA,WISHA,Health Hazards and Prevention.PTAC and HVAC Maintenance ,Temperature Control Systems and its Use.","duration":"Feb 2014 Jun 2014 5 months","duration_short":"5 months","end_date":"Jun 2014","start_date":"Feb 2014","subtitle":"Senior Living Facility","title":"Maintenance Director"}],"url":""},{"company":"Mcleod Construction, LLC","company_id":"mcleod-construction-llc","location":"Greater Seattle Area","positions":[{"description":"Repair,Renovate,Restore.Remodel Condominiums from Ground to Roof.-Including Apartments and Single HomesCarpentry,Painting,Drywall,Textures,Electrical,Plumbing and Emergencies.Laid off . Repair,Renovate,Restore.Remodel Condominiums from Ground to Roof.-Including Apartments and Single HomesCarpentry,Painting,Drywall,Textures,Electrical,Plumbing and Emergencies.Laid off .","duration":"Oct 2013 Nov 2013 2 months","duration_short":"2 months","end_date":"Nov 2013","start_date":"Oct 2013","subtitle":"Mcleod Construction, LLC","title":"Service Carpenter"}],"url":"https://www.linkedin.com/company/mcleod-construction-llc"},{"company":"Giddens Industries","company_id":null,"location":"Everett","positions":[{"description":"Run machine making parts,Deburr Parts, ATA Drill-jig(Drill spec) parts and Assembler.All and most parts of Titanium and Aluminium are made for Boeing. Run machine making parts,Deburr Parts, ATA Drill-jig(Drill spec) parts and Assembler.All and most parts of Titanium and Aluminium are made for Boeing.","duration":"Aug 2012 Sep 2013 1 year 2 months","duration_short":"1 year 2 months","end_date":"Sep 2013","start_date":"Aug 2012","subtitle":"Giddens Industries","title":"Machine Operator/Deburrer/Assembler"}],"url":""},{"company":"Everett Community College","company_id":null,"location":"SnoIsle - Airport Road Everett Wa.","positions":[{"description":"Precision Machining Classes Precision Machining Classes","duration":"Mar 2012 Jun 2012 4 months","duration_short":"4 months","end_date":"Jun 2012","start_date":"Mar 2012","subtitle":"Everett Community College","title":"Precision Machining"}],"url":""},{"company":"A\'s Handyman and General Contractor","company_id":null,"location":"Mountlake Terrace Wa.","positions":[{"description":"Complete Maintenance to Real Estate Properties -Maintain,Upgrade and Repair Single Homes and Rental Units.Plumbing-Carpentry-Electrical-Tiles-Laminate-Floors-Roofs-Painting-Drywall-Doors-Locks-Trims Etc. Complete Maintenance to Real Estate Properties -Maintain,Upgrade and Repair Single Homes and Rental Units.Plumbing-Carpentry-Electrical-Tiles-Laminate-Floors-Roofs-Painting-Drywall-Doors-Locks-Trims Etc.","duration":"Jan 2006 Jun 2012 6 years 6 months","duration_short":"6 years 6 months","end_date":"Jun 2012","start_date":"Jan 2006","subtitle":"A\'s Handyman and General Contractor","title":"Owner/Manger"}],"url":""},{"company":"Pam\'s Kitchen Restaurant-Caribbean","company_id":null,"location":"5000 University Way Seattle,Wa.","positions":[{"description":"Assist in Dish Washing,Cooking,Maintenance and Management.DJ for Party Nights Assist in Dish Washing,Cooking,Maintenance and Management.DJ for Party Nights","duration":"Sep 2006 Sep 2010 4 years 1 month","duration_short":"4 years 1 month","end_date":"Sep 2010","start_date":"Sep 2006","subtitle":"Pam\'s Kitchen Restaurant-Caribbean","title":"Owner/Manager"}],"url":""},{"company":"City of Shoreline","company_id":"city-of-shoreline","location":"","positions":[{"description":"Remodeled and Maintained the City\'s Buildings,City Hall and Police Precint.Resigned and took a full time job with Pinnacle. Remodeled and Maintained the City\'s Buildings,City Hall and Police Precint.Resigned and took a full time job with Pinnacle.","duration":"Jan 2010 May 2010 5 months","duration_short":"5 months","end_date":"May 2010","start_date":"Jan 2010","subtitle":"City of Shoreline","title":"Facilities Helper-Part time"}],"url":"https://www.linkedin.com/company/city-of-shoreline"},{"company":"Pinnacle Property Management Ltd","company_id":"pinnacle-property-management-ltd","location":"","positions":[{"description":"Laid Off-As a Maintenance Supervisor for 230 Units in Mukilteo with 2 technicians,Pool and Grounds. Laid Off-As a Maintenance Supervisor for 230 Units in Mukilteo with 2 technicians,Pool and Grounds.","duration":"2010 2010 less than a year","duration_short":"less than a year","end_date":"2010","start_date":"2010","subtitle":"Pinnacle Property Management Ltd","title":"Maintenance Supervisor"}],"url":"https://www.linkedin.com/company/pinnacle-property-management-ltd"},{"company":"RM Services LLC","company_id":null,"location":"Seattle to Bellevue","positions":[{"description":"Laid Off- Complete Maintenance to 20 Jack In The Box Buildings from Ground up to Roof. Laid Off- Complete Maintenance to 20 Jack In The Box Buildings from Ground up to Roof.","duration":"Sep 2009 Dec 2009 4 months","duration_short":"4 months","end_date":"Dec 2009","start_date":"Sep 2009","subtitle":"RM Services LLC","title":"Building Technician"}],"url":""},{"company":"Phillips Real Estate Services/ & Cornell & Associates RE.","company_id":"phillipsrealestate","location":"Greater Seattle Area","positions":[{"description":"Worked as an Onsite Resident Manager and was contracted as a Vendor/General Contractor to complete Repairs and Upgrade to Rental Units and Single Homes. Worked as an Onsite Resident Manager and was contracted as a Vendor/General Contractor to complete Repairs and Upgrade to Rental Units and Single Homes.","duration":"Jan 2003 Sep 2009 6 years 9 months","duration_short":"6 years 9 months","end_date":"Sep 2009","start_date":"Jan 2003","subtitle":"Phillips Real Estate Services/ & Cornell & Associates RE.","title":"Resident Manager and Vendor/Contractor"}],"url":"https://www.linkedin.com/company/phillipsrealestate"}]', '["Ansel James “I worked with Patrick a number of years ago when we volunteered to make a friend’s home wheelchair accessible. It was a challenge but we got the job done. The work involved plumbing, tiling, removing a wall and widening some doors. Patrick’s pleasant disposition and positive outlook made it a pleasure to work with him.”","LinkedIn User “I have worked with Patrick more than once and everytime I have been more than pleased with the results. He is quite amicable and his quotes were always very reasonable. Every time he has delivered on time and on budged. If every contractor I\'ve worked with was like him, life would have been so much more easier to manage. If you are thinking about hiring him for a job, then please by all means go ahead and you\'ll be happy that you made a good decision after you have already seen the results that he delivers.”"]']### Assistant: The agent's job is to manage marketing and communications at a nonprofit, and today, the agent is reaching out to the user because they need assistance with property maintenance and repairs for the nonprofit's facilities.
|
### Human: Agent: ['Bonnie Wessler', "Experienced project manager with a demonstrated history of working in the government administration industry. Skilled in Land Use and Zoning, Volunteer Management, Sustainability and Climate Change, Public Speaking, and Redevelopment. Strong community services professional with a Master's of Urban Planning from University of Michigan.", 'Project Manager at City of Ypsilanti', 'City of Ypsilanti', '[{"company":"City of Ypsilanti","company_id":"city-of-ypsilanti","industry":"Government Administration","location":null,"positions":[{"description":"Coordinating launch of central business district parking update, including technology improvementsLong-range transportation planningCapital improvements planning","duration":"Sep 2019 - Present 2 years 10 months","duration_short":"2 years 10 months","end_date":"Present","start_date":"Sep 2019","subtitle":"City of Ypsilanti","title":"Project Manager"},{"description":"Coordinate day-to-day activities of planning and zoningUpdated zoning code in response to Gilbert v Reed ruling (signs), marijuana, and for legibility and ease of useSecured and maintained Redevelopment Ready Certification with the MEDC (2015)Led transportation initiatives, including Complete Streets redesigns, pedestrian/bicyclist improvements, and road dietsCoordinated regional transportation involvement, including Regional Transit Authority\'s Michigan Avenue planning; Border-to-Border Trail planning and implementation; Huron River Water Trail planning and implementation; and ReImagine Washtenaw implementation.Led and coordinated transportation planning for the CityStaff liaison for boards and commissions; established and improved commissioner onboarding processes","duration":"Apr 2015 Sep 2019 4 years 6 months","duration_short":"4 years 6 months","end_date":"Sep 2019","start_date":"Apr 2015","subtitle":"City of Ypsilanti","title":"City Planner"},{"description":"Updated the zoning ordinance to a hybrid use- and form-based code.Drafted a comprehensive Capital Improvements Plan (adopted September 2015)Underwent Redevelopment Ready Communities (MEDC) certification.Managed a team of two consultants, three interns, and part-time staff.Led a team of staff and consultants in drafting an infrastructure plan and developing design guidelines for a major redevelopment site.","duration":"Oct 2014 Apr 2015 7 months","duration_short":"7 months","end_date":"Apr 2015","start_date":"Oct 2014","subtitle":"City of Ypsilanti","title":"Interim Planning Manager"},{"description":"• Part of a team that updated the 2013 Ypsilanti Master Plan (\\"Shape Ypsilanti\\")\uf0a7 Received the Daniel Burnham Award for a Comprehensive Plan from the Michigan Association of Planning• Co-wrote and co-administered two Michigan Natural Resources Trust Fund grants• Updated the five-year Parks and Recreation Master Plan.• Researched, recommended, and drafted ordinance revisions that were adopted by City Council.\uf0a7 Complete Streets\uf0a7 Sidewalk Cafés\uf0a7 Sidewalk Construction\uf0a7 Veterinary Clinics• Contributed to “Re-Imagining Washtenaw Avenue,” a multi-jurisdictional corridor improvement guidance document.• Adapted the existing hand-updated zoning map to ArcGIS and created a user-friendly, easy-to-update zoning map book.","duration":"Oct 2010 Oct 2014 4 years 1 month","duration_short":"4 years 1 month","end_date":"Oct 2014","start_date":"Oct 2010","subtitle":"City of Ypsilanti","title":"Planner I"},{"description":"• Wrote a non-motorized transportation plan adopted as part of Master Plan in March 2010.\uf0a7 Identified and convened a thirty-plus member stakeholder workgroup.\uf0a7 Reviewed existing local and regional plans, as well as non-motorized transportation best practices.\uf0a7 Identified infrastructure, policy, and outreach goals and needs. \uf0a7 Recommended implementation priorities, partners, and funding sources.• Researched, recommended, and drafted potential ordinance revisions.• Created educational and promotional materials to promote non-motorized transportation","duration":"Mar 2009 Oct 2010 1 year 8 months","duration_short":"1 year 8 months","end_date":"Oct 2010","start_date":"Mar 2009","subtitle":"City of Ypsilanti","title":"Planning Intern"}],"url":"https://www.linkedin.com/company/city-of-ypsilanti"},{"company":"Beckett & Raeder, Inc.","company_id":"beckett-&-raeder-inc-","location":"Ann Arbor, MI","positions":[{"description":"Performed site plan reviews for client communities.Developed an adopted recreation master plan for a client community. Performed site plan reviews for client communities.Developed an adopted recreation master plan for a client community.","duration":"Nov 2012 Dec 2013 1 year 2 months","duration_short":"1 year 2 months","end_date":"Dec 2013","start_date":"Nov 2012","subtitle":"Beckett & Raeder, Inc.","title":"Project Planner"}],"url":"https://www.linkedin.com/company/beckett-&-raeder-inc-"},{"company":"City of Ann Arbor","company_id":"city-of-ann-arbor","location":"","positions":[{"description":"• Integrated data management across Access and ArcGIS for ease of data entry and retrieval.• Worked closely with management and staff to maximize usability of Access databases, reports, queries and forms for both natural features inventory and volunteer management.• Planned, coordinated, and led volunteer workdays, park neighbor and user mailings, and nature walks.• Created surveys and gathered input from volunteers to improve programming.• Wrote educational articles, blog posts, and factsheets for distribution in print and on the internet.","duration":"Oct 2006 Oct 2011 5 years 1 month","duration_short":"5 years 1 month","end_date":"Oct 2011","start_date":"Oct 2006","subtitle":"City of Ann Arbor","title":"Project Specialist"}],"url":"https://www.linkedin.com/company/city-of-ann-arbor"},{"company":"Depot Town CDC","company_id":null,"location":"","positions":[{"description":"• Helped lead a charrette about neighborhood park improvements, uses, and activities.• Assembled a yearly basic maintenance budget for Riverside and Frog Island Parks. • Helped lead a charrette about neighborhood park improvements, uses, and activities.• Assembled a yearly basic maintenance budget for Riverside and Frog Island Parks.","duration":"2007 Mar 2008 1 year","duration_short":"1 year","end_date":"Mar 2008","start_date":"2007","subtitle":"Depot Town CDC","title":"Intern Project Coordinator"}],"url":""},{"company":"SEMCOG","company_id":"semcog","location":"","positions":[{"description":"• Prepared employment data for regional forecasting models using MDLEG data, Access, and ArcGIS.• Assembled research on new and ongoing real estate developments in downtown Detroit for presentation at regional and national conferences. • Prepared employment data for regional forecasting models using MDLEG data, Access, and ArcGIS.• Assembled research on new and ongoing real estate developments in downtown Detroit for presentation at regional and national conferences.","duration":"Apr 2006 Feb 2007 11 months","duration_short":"11 months","end_date":"Feb 2007","start_date":"Apr 2006","subtitle":"SEMCOG","title":"Planning Assistant"}],"url":"https://www.linkedin.com/company/semcog"}]', '["Edward Koryzno “Bonnie is a very good problem solver. Not only can she quickly and efficiently find out what needs to be done, she is great at identifying and tapping into resources whether it’s people, networks or information. She doesn’t wait for the stars to align on a project – she puts them in order herself in order to get the project done. Beyond the work she has done for the city, she is engaged on a volunteer level throughout the community and is able to improve communication between and among the groups she works with – and often finds unique means for collaboration and support throughout the community. - Helps collect/organize/publish crime data for the police department on behalf of copac - Served on Ypsi Pride planning committee - Connected to neighborhood associations through copac and YpsiCAN - Put all this into play for her work on the non-motorized plan”","David Mifsud “Bonnie is a great team member and a very knowledgeable and adept worker. When working on projects with me she offers good ideas, insight, and useful comments. Her work on revising the NAP database and her ability to clearly explain the modifications has been invaluable. She is a wonderful asset and great person to work with.”"]']
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 coordinate and manage large-scale events for an organization, and today the user is reaching out to the agent because they need assistance in planning and organizing a high-profile conference for their healthcare company.
|
### Human: Agent: ['Jana Burke, PhD, ADAC', 'Disability diversity and inclusion specialist helping organizations with practical, real-world tools for disability law compliance, strategic planning and visioning', 'Disability Inclusion Professional', 'Mariposa Professional Services', '[{"company":"Mariposa Professional Services","company_id":null,"location":"Colorado Springs, Colorado Area","positions":[{"description":"Helping organizations transform how they do business by providing practical, targeted information about strategies for disability law compliance. We provide strategic planning and visioning for creating disability diversity and inclusion.We offer customized training, materials, and consulting that empower our clients to meet their accessibility, diversity, and inclusion goals. Services include policy and practice consultation, training, research, expert witness testimony, and specialized materials development.Our clients include employers, state & local government agencies, disability organizations, and attorneys.","duration":"Apr 2013 - Present 8 years 10 months","duration_short":"8 years 10 months","end_date":"Present","start_date":"Apr 2013","subtitle":"Mariposa Professional Services","title":"President"}],"url":""},{"company":"City of Colorado Springs","company_id":"city-of-colorado-springs","location":"","positions":[{"description":"","duration":"Nov 2018 Apr 2019 6 months","duration_short":"6 months","end_date":"Apr 2019","start_date":"Nov 2018","subtitle":"City of Colorado Springs","title":"Title II ADA Coordinator"}],"url":"https://www.linkedin.com/company/city-of-colorado-springs"},{"company":"Meeting the Challenge, Inc.","company_id":"meeting-the-challenge-inc-","location":"Colorado Springs, CO","positions":[{"description":"","duration":"Jun 2002 Mar 2013 10 years 10 months","duration_short":"10 years 10 months","end_date":"Mar 2013","start_date":"Jun 2002","subtitle":"Meeting the Challenge, Inc.","title":"Director of Research & Development"}],"url":"https://www.linkedin.com/company/meeting-the-challenge-inc-"},{"company":"Rocky Mountain ADA Center","company_id":null,"location":"Colorado Springs, CO","positions":[{"description":"","duration":"Jun 2002 Mar 2013 10 years 10 months","duration_short":"10 years 10 months","end_date":"Mar 2013","start_date":"Jun 2002","subtitle":"Rocky Mountain ADA Center","title":"Project Director/Principal Investigator"}],"url":""},{"company":"USA Cycling","company_id":"usa-cycling","location":"","positions":[{"description":"","duration":"Feb 2001 Mar 2002 1 year 2 months","duration_short":"1 year 2 months","end_date":"Mar 2002","start_date":"Feb 2001","subtitle":"USA Cycling","title":"Program Coordinator"}],"url":"https://www.linkedin.com/company/usa-cycling"},{"company":"Ent Federal Credit Union","company_id":"entcreditunion","location":"","positions":[{"description":"","duration":"Jul 1998 Aug 2000 2 years 2 months","duration_short":"2 years 2 months","end_date":"Aug 2000","start_date":"Jul 1998","subtitle":"Ent Federal Credit Union","title":"Member Service Representative"}],"url":"https://www.linkedin.com/company/entcreditunion"}]', '["Wendy Wilkinson “I had the pleasure of working with Jana during her tenure at Meeting the Challenge. Jana did a great job managing several different projects at once. She was a very good leader, creative and great with people. Jana has in-depth knowledge of disability issues and legislation. She is also a talented writer and trainer. It was always a pleasure to work with her.”","Kathleen Murphy “Jana has facilitated several meetings and trainings I\'ve attended. When I see that it\'s her in charge, I\'m always happy to know that the event will be worth my time, go on without a hitch and with a pleasant smile to boot.”"]']
User: ['Michael Pearlman', 'Multi-dimensional experienced workforce management pundit with a unique skillset and career background spanning criminal justice, information technology, public policy, along with professional certifications in ADA coordination and information technology. Key Capabilities & Specialties: Information Technology, Business Process Strategy, Project Management, Program Management, ADA Compliance, Accessible Applications Evaluation, Strategic Initiatives, Budget Management, Entrepreneurship, and Researcher.', 'Result Driven Employee I Disability Advocate I Accessibility Guru I Labor & Employment Consultant I Reasonable Accommodations Consultant', 'Gallaudet University', '[{"company":"Gallaudet University","company_id":"gallaudet-university","industry":"Higher Education","location":"","positions":[{"description":"","duration":"Nov 2021 - Present 2 months","duration_short":"2 months","end_date":"Present","start_date":"Nov 2021","subtitle":"Gallaudet University","title":"Career Educator"}],"url":"https://www.linkedin.com/company/gallaudet-university"},{"company":"The Point 18 LLC","company_id":null,"location":"Washington DC-Baltimore Area","positions":[{"description":"","duration":"May 2021 - Present 8 months","duration_short":"8 months","end_date":"Present","start_date":"May 2021","subtitle":"The Point 18 LLC","title":"Founder/Managing Director"}],"url":""},{"company":"State of Maryland","company_id":"state-of-maryland","location":"Maryland","positions":[{"description":"","duration":"Mar 2016 - Present 5 years 10 months","duration_short":"5 years 10 months","end_date":"Present","start_date":"Mar 2016","subtitle":"State of Maryland","title":"Rehabilitation Communication Specialist/Employment Consultant"}],"url":"https://www.linkedin.com/company/state-of-maryland"},{"company":"Pearlman Consulting","company_id":null,"location":"Silver Spring MD","positions":[{"description":"","duration":"Aug 2009 - Present 12 years 5 months","duration_short":"12 years 5 months","end_date":"Present","start_date":"Aug 2009","subtitle":"Pearlman Consulting","title":"Founder/ CEO"}],"url":""},{"company":"DC Housing Authority","company_id":"dc-housing-authority","location":"Washington D.C. Metro Area","positions":[{"description":"","duration":"Jan 2019 Jan 2020 1 year 1 month","duration_short":"1 year 1 month","end_date":"Jan 2020","start_date":"Jan 2019","subtitle":"DC Housing Authority","title":"ADA/504/Language Access Coordinator"}],"url":"https://www.linkedin.com/company/dc-housing-authority"},{"company":"CSDVRS, LLC","company_id":"csdvrs-llc","location":"Silver Spring, Maryland","positions":[{"description":"","duration":"Feb 2013 Sep 2017 4 years 8 months","duration_short":"4 years 8 months","end_date":"Sep 2017","start_date":"Feb 2013","subtitle":"CSDVRS, LLC","title":"Account Specialist/ Network Technician"}],"url":"https://www.linkedin.com/company/csdvrs-llc"},{"company":"FDA","company_id":"fda","location":"Food Drug Administration","positions":[{"description":"","duration":"Sep 2015 Jun 2016 10 months","duration_short":"10 months","end_date":"Jun 2016","start_date":"Sep 2015","subtitle":"FDA","title":"Program Analyst"}],"url":"https://www.linkedin.com/company/fda"},{"company":"Montgomery County Commission on People with Disabilities","company_id":null,"location":"Silver Spring, Maryland","positions":[{"description":"","duration":"Mar 2013 Sep 2014 1 year 7 months","duration_short":"1 year 7 months","end_date":"Sep 2014","start_date":"Mar 2013","subtitle":"Montgomery County Commission on People with Disabilities","title":"Commissioner"}],"url":""},{"company":"National Association of the Deaf","company_id":"nad1880","location":"Silver Spring MD","positions":[{"description":"","duration":"Jun 2012 Jun 2014 2 years 1 month","duration_short":"2 years 1 month","end_date":"Jun 2014","start_date":"Jun 2012","subtitle":"National Association of the Deaf","title":"Communication and Information Technology Specialist"}],"url":"https://www.linkedin.com/company/nad1880"},{"company":"Transportation Security Administration (TSA)","company_id":"tsa","location":"Washington D.C. Metro Area","positions":[{"description":"","duration":"May 2012 May 2014 2 years 1 month","duration_short":"2 years 1 month","end_date":"May 2014","start_date":"May 2012","subtitle":"Transportation Security Administration (TSA)","title":"TSA Disability Coalition Disability Representative"}],"url":"https://www.linkedin.com/company/tsa"},{"company":"NOAA: National Oceanic & Atmospheric Administration","company_id":"noaa","location":"Silver Spring MD","positions":[{"description":"","duration":"Jun 2010 Jun 2011 1 year 1 month","duration_short":"1 year 1 month","end_date":"Jun 2011","start_date":"Jun 2010","subtitle":"NOAA: National Oceanic & Atmospheric Administration","title":"Management & Program Analyst"}],"url":"https://www.linkedin.com/company/noaa"},{"company":"US EPA","company_id":"us-epa","location":"Arlington, VA","positions":[{"description":"","duration":"Aug 2007 May 2010 2 years 10 months","duration_short":"2 years 10 months","end_date":"May 2010","start_date":"Aug 2007","subtitle":"US EPA","title":"Information Technology Specialist & Environmental Protection Specialist"}],"url":"https://www.linkedin.com/company/us-epa"},{"company":"Defense Contract Management Agency (DCMA)","company_id":"dcma","location":"Springfield,VA","positions":[{"description":"","duration":"Aug 2006 Nov 2006 4 months","duration_short":"4 months","end_date":"Nov 2006","start_date":"Aug 2006","subtitle":"Defense Contract Management Agency (DCMA)","title":"Office Automation Clerk Internship"}],"url":"https://www.linkedin.com/company/dcma"},{"company":"MIDWEST CENTER ON LAW FOR THE DEAF","company_id":null,"location":"washington,dc","positions":[{"description":"","duration":"Jan 2005 Mar 2006 1 year 3 months","duration_short":"1 year 3 months","end_date":"Mar 2006","start_date":"Jan 2005","subtitle":"MIDWEST CENTER ON LAW FOR THE DEAF","title":"Consultant"}],"url":""},{"company":"Howrey LLP","company_id":"howrey-llp","location":"Washington D.C. Metro Area","positions":[{"description":"","duration":"Aug 2005 Dec 2005 5 months","duration_short":"5 months","end_date":"Dec 2005","start_date":"Aug 2005","subtitle":"Howrey LLP","title":"Paralegal"}],"url":"https://www.linkedin.com/company/howrey-llp"},{"company":"MIDWEST CENTER ON LAW FOR THE DEAF","company_id":null,"location":"Greater Chicago Area","positions":[{"description":"","duration":"May 2003 Sep 2003 5 months","duration_short":"5 months","end_date":"Sep 2003","start_date":"May 2003","subtitle":"MIDWEST CENTER ON LAW FOR THE DEAF","title":"Internship"}],"url":""}]', '["Ryan Maliszewski “Michael brings tremendous value and strategic insight to a project or contract. I’ve had the pleasure of working with Michael under several capacities and it is evident he is a results-driven leader. Michael does not hesitate to jump in on any challenge that is presented before him given his versatile skillset across people operations, finance, technology, marketing, and strategy. Michael will be an immediate asset to your organization or whoever he goes!”","Shane Feldman “Michael Pearlman has been a volunteer with the National Association of the Deaf serving on our team to handle intake and general inquiries. We have benefited from his attentive support for our members, creative ideas on how we can improve our intake process, and outstanding communication. Michael is a valuable contributor to our organization\'s high-quality teamwork.”"]']### Assistant: The agent's job is to provide disability diversity and inclusion services, and today, the agent is reaching out to the user because they need assistance with ADA compliance and accessible applications evaluation for their organization.
|
### Human: Agent: ['Reina P.', 'Finding innovative solutions to big data problems.', 'Sr. Data Engineer', 'Deloitte', '[{"company":"Deloitte","company_id":"deloitte","industry":"Business Consulting and Services","location":null,"positions":[{"description":"","duration":"May 2021 - Present 11 months","duration_short":"11 months","end_date":"Present","start_date":"May 2021","subtitle":"Deloitte","title":"Senior Consultant | Data Science and Analytics"},{"description":"","duration":"Jan 2020 May 2021 1 year 5 months","duration_short":"1 year 5 months","end_date":"May 2021","start_date":"Jan 2020","subtitle":"Deloitte","title":"Consultant | Data Science and Analytics"}],"url":"https://www.linkedin.com/company/deloitte"},{"company":"CampusLogic","company_id":"campuslogic","location":"","positions":[{"description":"","duration":"2019 2020 1 year","duration_short":"1 year","end_date":"2020","start_date":"2019","subtitle":"CampusLogic","title":"Project Manager Business Analyst"}],"url":"https://www.linkedin.com/company/campuslogic"},{"company":"ADP","company_id":"adp","location":"","positions":[{"description":"","duration":"2017 2019 2 years","duration_short":"2 years","end_date":"2019","start_date":"2017","subtitle":"ADP","title":"Lead Analyst"}],"url":"https://www.linkedin.com/company/adp"},{"company":"Banner Health","company_id":"banner-health","location":"","positions":[{"description":"","duration":"2016 2017 1 year","duration_short":"1 year","end_date":"2017","start_date":"2016","subtitle":"Banner Health","title":"Intern"}],"url":"https://www.linkedin.com/company/banner-health"},{"company":"Grand Canyon University","company_id":"grand-canyon-university","location":"","positions":[{"description":"","duration":"2015 2016 1 year","duration_short":"1 year","end_date":"2016","start_date":"2015","subtitle":"Grand Canyon University","title":"Data Analyst"}],"url":"https://www.linkedin.com/company/grand-canyon-university"}]', '["Kevin Conklin “Reina consistently goes above and beyond for her colleagues and stake holders. After working with Reina for nearly three years, I am still impressed (and a bit jealous) of her ability to pick up and *retain* skills at light speed. She sets herself apart with needle sharp attention to detail, ability to ask pointed questions, and data science/analytics expertise. If Deloitte\'s leadership could bottle up whatever Reina has and make copies of her we would all be kindly outsmarted and outworked every day. Thankfully, there is only one Reina Patocs setting the bar just out of reach.”","Tim Schnurr “Reina is a rare data science and analytics star. As a full stack developer she can build the entire solution from the ground up then deliver an intuitive front end seamlessly for the end user. Reina can grasp extremely complex cyber structures and data science approaches very quickly. Additionally, she has amazing EQ and people delivery skills and presents like she has been giving public appearances for 20 years.. I cant say enough great things about her and was privileged to have her on my team at Deloitte..”"]']
User: ['Erika Batson', 'The bitterness of poor quality remains long after the sweetnessof low price is forgotten. ~ Benjamin Franklin', 'Owner at Complete Cleaning Service, Inc.', 'Complete Cleaning Service, Inc.', '[{"company":"Complete Cleaning Service, Inc.","company_id":null,"location":"Melbourne, Florida Area","positions":[{"description":"","duration":"Jun 2000 - Present 21 years 6 months","duration_short":"21 years 6 months","end_date":"Present","start_date":"Jun 2000","subtitle":"Complete Cleaning Service, Inc.","title":"Owner"}],"url":""},{"company":"Stratos Lightwave","company_id":"stratos-lightwave","location":"","positions":[{"description":"","duration":"1999 2001 2 years","duration_short":"2 years","end_date":"2001","start_date":"1999","subtitle":"Stratos Lightwave","title":"Purchasing Agent"}],"url":"https://www.linkedin.com/company/stratos-lightwave"},{"company":"EDS Group","company_id":"eds-group","location":"Sharon Hill, PA","positions":[{"description":"Lottery Machine Part Purchase and Distribution for 9 States Lottery Machine Part Purchase and Distribution for 9 States","duration":"1992 1998 6 years","duration_short":"6 years","end_date":"1998","start_date":"1992","subtitle":"EDS Group","title":"Purchasing Agent"}],"url":"https://www.linkedin.com/company/eds-group"},{"company":"Blazer Financial Services","company_id":null,"location":"Brookhaven, PA","positions":[{"description":"Lending and collections. Lending and collections.","duration":"1984 1990 6 years","duration_short":"6 years","end_date":"1990","start_date":"1984","subtitle":"Blazer Financial Services","title":"Loan Officer"}],"url":""}]', '["Cathy Green “Any home owner or commercial office owner who needs their space cleaned would do well to hire Erika\'s company to do the work. She has the bull by the horns in terms of using the most up to date products and equipment and her employees are the absolute BEST in the business.”","Sean Paty “Erika provides unrivaled expertise in her field. Her desire to perform pales only to her incredible character. I hold steadfast in recommending her and her company to anyone needing her services.”"]']### Assistant: The agent's job is to find innovative solutions to big data problems and today, the agent is reaching out to the user because they need to discuss potential data management solutions for the user's cleaning service business.
|
### Human: Agent: ['Mark Pricco, CPA', '—ATOM Software provides accounting and tax firms with a true, all-in-one, practice management solution designed specifically for tax and accounting offices— · Do you use multiple softwares to manage your practice? ATOM has merged all of your office functions including but not limited to: scheduling, phone slips, document storage, client portal, task assignment and reminder, workflow, tracking billable time, and more. · Is your system for tracking referrals disorganized? ATOM allows for the tracking of referrals from start to finish, automating the process to make marketing efforts efficient. · Do you use Excel for your practice management? Stop the madness! With ATOM, you can have everything you need in an easy to use and central database, getting rid of all those different sheets, once and for all. · Do you communicate with your clients on multiple platforms? With ATOM, you can communicate with your clients directly within the software by sending texts, emails and more. · Do you find things slipping through the cracks due to disorganization? Stop forgetting to e-file, and other small tasks. ATOM will remind and provide you with checks and balances to hold your practice accountable. For the last 10 years, I have had the pleasure of supporting over 1000 accounting and tax practices with ATOM software. I designed ATOM because I have my own Tax Practice. I needed a software that solved all of my disorganization and put everything I needed into one central place. ATOM is a software designed for tax and accounting practices, by a tax and accounting practice alongside a software engineer. ATOM’s capabilities include but are not limited to: · Client Management · Managing Employee Files · Workflow Tracking · Marketing Tracking But don’t just take my word for it. Have a look at what some of my current clients have to say about working with ATOM in my recommendations.', 'Founder of ATOM Software, LLC | Helping Tax And Accounting Practices Become More Efficient', 'ATOM Software, LLC', '[{"company":"ATOM Software, LLC","company_id":"atomsoftware","industry":"Financial Services","location":"Lansing, Michigan Area","positions":[{"description":"ATOM was developed by Mark Pricco, President of X-Tax, a tax preparation office in Lansing, Michigan. The business started with just one employee and rapidly expanded during the first several years. Despite the growing success, Mark was being overwhelmed by the increasing number of management related tasks that were consuming his time. Everyday activities such as payroll, scheduling, and referral tracking were taking away from his overall productivity. Mark realized he needed to do something to help manage his office. When he asked other tax office business owners about their struggles, he repeatedly heard that they were experiencing the same problems. After an exhaustive search for a comprehensive solution, it became obvious that existing products would not meet his needs.With this goal in mind, ATOM was developed in 2003. ATOM is a tax office software program designed specifically for tax offices that assists with the day to day hassles that management must face. The final product was shaped in collaboration with professional software engineers and yielded one of the most innovative programs to hit the tax industry in years.In its first year of operation X-TAX prepared only 75 returns. Over the past ten years, X-Tax has expanded into three offices and now prepares over 7,250 returns per year. X-TAX electronically files more returns in the Lansing area than any other tax office, including H&R Block and Jackson Hewitt. Mark attributes this growth to giving the client what they want: Fast and friendly service at an affordable price. With the ATOM software, doing so has never been so simple.Today, Mark is the leading authority on the paperless tax office, and ATOM is the leading paperless tax office management software in the tax industry.","duration":"Sep 2003 - Present 19 years","duration_short":"19 years","end_date":"Present","start_date":"Sep 2003","subtitle":"ATOM Software, LLC","title":"Founder & CEO"}],"url":"https://www.linkedin.com/company/atomsoftware"},{"company":"X-Tax 1 Day Tax Service","company_id":"x-tax-1-day-tax-service","location":"Lansing, Michigan Area","positions":[{"description":"","duration":"Jan 1998 - Present 24 years 8 months","duration_short":"24 years 8 months","end_date":"Present","start_date":"Jan 1998","subtitle":"X-Tax 1 Day Tax Service","title":"Owner"}],"url":"https://www.linkedin.com/company/x-tax-1-day-tax-service"}]', '["EMMITT GOODEJR “My name is Emmitt Goode Jr., owner of GOODE TAX from Decatur, Al. I have been using ATOM software 10 years and would be lost without it. ATOM handles the work flow of the office daily (acknowledgmens, rejections, appointments, transactions, invoices, scanning, emails, texts, reports and many more functions. Before ATOM, I had four filing cabinets full of tax files but ATOM made my office paperless. ATOM comes with a client portal so clients can get tax documents, check the status of their refund, and pay their fee for tax preparation all at the portal. Purchasing ATOM was the best investment ever for my office. Keep up the good work ATOM. ”","Brian Roark, CPA “We have 11 offices in two states. We have grown out of our Tax Software\'s ability to help with scheduling and office flow. ATOM allows us to schedule & manage each office individually, but also have an overall view of the total company. We couldn\'t manage our offices without it. ATOM\'s software flexibility allows us to intimately manage the flow steps that are most important to us. BONUS: They include a Secure Web Portal which we were in desperate need. BONUS#2: ATOM was by far the BEST Value for our Company. Kudos to ATOM!! Brian Roark, CPA Integirty Tax Group”"]']
User: ['Randy Hutchens', 'All aspects of small business taxation issues. Includes income taxes, and tax strategies to reduce taxes, payroll, and sales and use tax. Our goal is to build our client base to 1,000 corporations. Once we obtain this goal we will not accept any new clients.Specialties: Resolving problems with the IRS and the CA FTB. Finding overlooked legal deductions. Offers in Compromise. Entity selection for small businesses.', 'President, CEO Accounting Services, Inc.', 'Accounting Services, Inc.', '[{"company":"Accounting Services, Inc.","company_id":"accounting-services-inc.","industry":"Accounting","location":"","positions":[{"description":"We specialize in fixing small to medium sized small business tax problems. These include income taxes, sales and employment taxes.It is our goal to help our clients reduce their tax bite. We specialize in fixing small to medium sized small business tax problems. These include income taxes, sales and employment taxes.It is our goal to help our clients reduce their tax bite.","duration":"1987 - Present 34 years","duration_short":"34 years","end_date":"Present","start_date":"1987","subtitle":"Accounting Services, Inc.","title":"President, CEO"}],"url":"https://www.linkedin.com/company/accounting-services-inc."},{"company":"EF Hutton and Co., Inc.","company_id":null,"location":"","positions":[{"description":"Financial Analyst. Part of new issues team. Worked on several different initial public offerings, including JM Peters, Inc., Putnam Master Income Trust, and several medical technology companies. Financial Analyst. Part of new issues team. Worked on several different initial public offerings, including JM Peters, Inc., Putnam Master Income Trust, and several medical technology companies.","duration":"Jun 1981 Sep 1987 6 years 4 months","duration_short":"6 years 4 months","end_date":"Sep 1987","start_date":"Jun 1981","subtitle":"EF Hutton and Co., Inc.","title":"Financial Analyst"}],"url":""},{"company":"Merrill Lynch","company_id":"merrilllynch","location":"","positions":[{"description":"I worked in New York initially. Trained at the NY University of Finance. Liaison between analyst and retail force for initial public offerings. Major accomplishments include the successful launch of the Pacific Telesis, Genetech, Inc. and Allstate Insurance IPO\'s. I worked in New York initially. Trained at the NY University of Finance. Liaison between analyst and retail force for initial public offerings. Major accomplishments include the successful launch of the Pacific Telesis, Genetech, Inc. and Allstate Insurance IPO\'s.","duration":"Jul 1976 Jun 1981 5 years","duration_short":"5 years","end_date":"Jun 1981","start_date":"Jul 1976","subtitle":"Merrill Lynch","title":"Financial Analyst"}],"url":"https://www.linkedin.com/company/merrilllynch"}]', '["Vivian Mekkelson “Randy Hutchens is an amazing financial advisor. This recommendation form asked for three attributes and I checked them all. I know the system won\'t print all of them and it\'s too hard to exclude any... so I will repeat them here: Great Results Personable Expert Good value On Time High Integrity Creative I give Randy and his team at Accounting Services, Inc.an A+ on all the attributes listed above. When I first employed Randy, he reviewed my three most recent tax returns, revised them, and caused me to receive a big, unexpected tax return! Throughout the years, he has given me solid advice and represented me well with some minor issues with the IRS. Randy faces any overwhelming, unpleasant issue head-on, resolves it - requiring little or no effort on my part! If you have any questions at all about my unconditional recommendation of Randy, feel free to email me at vmekkelson@gmail.com. RANDY AND HIS TEAM are the BEST!”","Rhonda Bradford “Randy and his staff will work hard for you. They have proven their work ethics with my company and come highly recommended by me. They are accountable, professional and friendly. Word of mouth is the best advertisement and Randy\'s team was recommended to my company by another client, whom was as well very happy with their service and committment.”"]']### Assistant: The agent's job is to provide tax and accounting software solutions, and today the agent is reaching out to the user to discuss how their all-in-one practice management solution can help the user's small business reduce taxes and improve financial organization.
|
### Human: Agent: ['Kenya Tucker, PACE', 'I offer over 20 years of executive support experience in the banking, medical, human resources, and non-profit sectors. Professionalism, accuracy, the effective use of communication and great working relationships are essential to success. Forward thinking allows me to anticipate problems and provide solutions to keep things running smoothly. Public speaking, mentoring, and the narration of company training presentations are a few “extracurricular” professional duties I enjoy.', 'Executive Support, Communications Coordinator', 'Best Today®', '[{"company":"Best Today®","company_id":"best-today%E2%84%A2%C2%A0brand","industry":"Wellness and Fitness Services","location":"","positions":[{"description":"","duration":"Jan 2021 - Present 1 year 6 months","duration_short":"1 year 6 months","end_date":"Present","start_date":"Jan 2021","subtitle":"Best Today®","title":"Customer Communications Coordinator"}],"url":"https://www.linkedin.com/company/best-today%E2%84%A2%C2%A0brand"},{"company":"Tucker Administrative Consulting","company_id":null,"location":"","positions":[{"description":"AdmInistrative consulting and project management AdmInistrative consulting and project management","duration":"Sep 2014 - Present 7 years 10 months","duration_short":"7 years 10 months","end_date":"Present","start_date":"Sep 2014","subtitle":"Tucker Administrative Consulting","title":"Owner, Virtual Administrative Consultant"}],"url":""},{"company":"Tucker Travels, LLC","company_id":null,"location":"","positions":[{"description":"Tucker Travels specializes in family or group vacations, honeymoons, and cruises. What sets us apart is personalized customer service to make sure you get the most out of your vacation time and dollars. We make travel easy! Tucker Travels specializes in family or group vacations, honeymoons, and cruises. What sets us apart is personalized customer service to make sure you get the most out of your vacation time and dollars. We make travel easy!","duration":"2007 - Present 15 years","duration_short":"15 years","end_date":"Present","start_date":"2007","subtitle":"Tucker Travels, LLC","title":"Owner"}],"url":""},{"company":"Goodwill Industries of Upstate/Midlands South Carolina","company_id":"goodwill-industries-of-upstate-midlands-south-carolina","location":"","positions":[{"description":"\uf06eProvide executive administrative support to the President and senior level executives \uf06eServe as liaison to all board members \uf06eCoordinate all aspects of organizational board and committee meetings, retreats, and conference travel \uf06eCompose and disseminate correspondence to board members, senior level executives, and customers \uf06eMaintain the confidentiality and security of organizational information and files\uf06eMaintain scheduled update of board maintained policies and charters\uf06eMaintain donor database\uf06ePreliminary payroll processing for senior level executives and some retail employees","duration":"2011 2021 10 years","duration_short":"10 years","end_date":"2021","start_date":"2011","subtitle":"Goodwill Industries of Upstate/Midlands South Carolina","title":"Executive Assistant to CEO/Special Projects Coordinator"}],"url":"https://www.linkedin.com/company/goodwill-industries-of-upstate-midlands-south-carolina"},{"company":"The South Financial Group","company_id":null,"location":"","positions":[{"description":"\uf06e Meeting and location scheduling, preparation, follow-up action when necessary\uf06e Assist ERM and Treasury directors with correspondence, communication, etc.\uf06e Order/maintain office supplies\uf06e Maintenance needs (copier, fax, computers, etc) notification of problems and scheduling\uf06e Miscellaneous clerical duties for all ERM and Treasury Directors– \uf06e Maintain the spreadsheet of property values \uf06e Track endorsements to the property policy for all additions, changes and deletions \uf06e Property and Casualty claim reporting\uf06e Quarterly G/L listing on artwork; verify coverage\uf06e Maintain insurance policy binders\uf06e Update corporate insurance summary","duration":"2006 2009 3 years","duration_short":"3 years","end_date":"2009","start_date":"2006","subtitle":"The South Financial Group","title":"Adminstrative Assistant"}],"url":""},{"company":"Spartanburg Community College","company_id":null,"location":"","positions":[{"description":"\uf06eProcess payroll for all adjunct employees \uf06eServe as backup for payroll of full time employees \uf06eAssist employees with various benefits inquiries \uf06eResponsible for creating a training manual for payroll and brochures explaining employee benefits\uf06eParticipate in new employee orientation and job fairs \uf06eProcess payroll for all adjunct employees \uf06eServe as backup for payroll of full time employees \uf06eAssist employees with various benefits inquiries \uf06eResponsible for creating a training manual for payroll and brochures explaining employee benefits\uf06eParticipate in new employee orientation and job fairs","duration":"2002 2006 4 years","duration_short":"4 years","end_date":"2006","start_date":"2002","subtitle":"Spartanburg Community College","title":"Administrative Specialist - HR"}],"url":""},{"company":"Phillips Staffing","company_id":null,"location":"","positions":[{"description":"\uf06e Distribution and assistance with completion of applications\uf06e Interview prospective employees\uf06e Fill job orders for clients\uf06e Complete various weekly, monthly, and quarterly reports\uf06e Oversee office during absence of branch manager\uf06e Supervise 100+ employees at a local distribution center \uf06e Distribution and assistance with completion of applications\uf06e Interview prospective employees\uf06e Fill job orders for clients\uf06e Complete various weekly, monthly, and quarterly reports\uf06e Oversee office during absence of branch manager\uf06e Supervise 100+ employees at a local distribution center","duration":"1999 2000 1 year","duration_short":"1 year","end_date":"2000","start_date":"1999","subtitle":"Phillips Staffing","title":"Onsite Manager"}],"url":""}]', '["LinkedIn User “It was a pleasure to work with Kenya on the Goodwill Industries Retreat at Clemson University\'s Conference Center & Inn in March 2019! ”","Paul J. C. “I was honored to work for Kenya while at Goodwill industries. Kenya always showed professionalism and enthusiasm towards the mission. In a supportive role, Kenya took her job seriously and gave maximum effort each and every day.”"]']
User: ['Lisa Majewski', 'I am a creative individual, with a technical mind, who utilizes past and present professional experience to ensure business process relationships accelerate.', 'Sr. Business Analyst', 'EXL', '[{"company":"EXL","company_id":"exl-service","industry":"IT Services and IT Consulting","location":null,"positions":[{"description":"","duration":"Oct 2018 - Present 3 years","duration_short":"3 years","end_date":"Present","start_date":"Oct 2018","subtitle":"EXL","title":"Sr. Business Analyst"},{"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":"EXL","title":"Business Analyst"},{"description":"","duration":"2013 Jul 2017 4 years","duration_short":"4 years","end_date":"Jul 2017","start_date":"2013","subtitle":"EXL","title":"Technical Marketing Specialist"},{"description":"","duration":"2006 2013 7 years","duration_short":"7 years","end_date":"2013","start_date":"2006","subtitle":"EXL","title":"Marketing Analyst"}],"url":"https://www.linkedin.com/company/exl-service"},{"company":"Infogroup","company_id":"infogroup","location":"Merriam, KS","positions":[{"description":"","duration":"2002 2005 3 years","duration_short":"3 years","end_date":"2005","start_date":"2002","subtitle":"Infogroup","title":"Database Administrator for Direct Media"}],"url":"https://www.linkedin.com/company/infogroup"},{"company":"Penton","company_id":"penton-media","location":null,"positions":[{"description":"","duration":"1999 2002 3 years","duration_short":"3 years","end_date":"2002","start_date":"1999","subtitle":"Penton","title":"List Rental Sales Associate for Primedia Business Direct"},{"description":"","duration":"1998 1999 1 year","duration_short":"1 year","end_date":"1999","start_date":"1998","subtitle":"Penton","title":"Quality Assurance Coordinator for Primedia Business Direct"}],"url":"https://www.linkedin.com/company/penton-media"}]', '["Jennifer Hughes “I go to Lisa when I need help understanding data, determining ROI of a campaign or for her SFDC expertise. Her knowledge of technology platforms, social media trends, email marketing, systematic cloud storage, and exporting actionable data is invaluable. If I have a technology problem I can’t figure out on my own, I call Lisa. She’s also creative, strategic, direct, and fun to work with!”","Kim Graham “Lisa is the most action oriented person I know. Her enthusiasm for her fellow associates and her responsibilities are infectious. Her understanding of systems is invaluable and she helps our organization\'s efficiencies. She gets things done is the best way I know to describe it.”"]']### Assistant: The agent's job is to provide executive support and communications coordination. Today, the agent is reaching out to the user because they need assistance with understanding data and determining the ROI of a campaign.
|
### Human: Agent: ['Lee Pantas', 'Professional Profile: Over 25 years of achievement and increasing responsibility in leadership positions as a Naval Officer, Commercial Airline Pilot and Aviation Consultant. An innovative problem solver who possesses the ability to coordinate operations with technical personnel, team members, clients and customers.', 'Airline Pilot/ Aviation Safety Consultant', 'United Airlines', '[{"company":"United Airlines","company_id":"united-airlines","industry":"Airlines and Aviation","location":"Washington D.C. Metro Area","positions":[{"description":"Primarily fly Domestic and Global routes on the B-757/767. Recent experience on B-787. Qualified in Polar Navigation, Class II Navigation, Overwater/Oceanic Operations, Extended Range Operations (ETOPS), GPS, RNAV, and ILS/PRM Approaches, Crew Resource Management (CRM)/Threat/Error Management (TEM). Expert user of Flight Management System (FMS) capabilities (Lateral/Vertical Navigation, Cost Index flying), Aircraft Communications Addressing and Reporting System (ACARS), and Controller-Pilot Data Link Communications (CPDLC)","duration":"Jan 2015 - Present 7 years 6 months","duration_short":"7 years 6 months","end_date":"Present","start_date":"Jan 2015","subtitle":"United Airlines","title":"Boeing 757/767/787 Pilot"}],"url":"https://www.linkedin.com/company/united-airlines"},{"company":"Booz Allen Hamilton","company_id":"booz-allen-hamilton","location":"Washington, DC","positions":[{"description":"Current: Air Transport Pilot (ATP) Subject Matter Expert, BAH Program Manager for NAVTAC Task OrderPast: Strategic Planning, Program Management Support for FAA ATO Technical Operations EOSH Services (AJW-23). Aviation Taxonomy Subject Matter Expert for FAA Air Traffic Organization and (ATO) Aviation Safety Information Analysis and Sharing (ASIAS) Program Office. Founding member of FAA ATO Risk Analysis Process (RAP). Current: Air Transport Pilot (ATP) Subject Matter Expert, BAH Program Manager for NAVTAC Task OrderPast: Strategic Planning, Program Management Support for FAA ATO Technical Operations EOSH Services (AJW-23). Aviation Taxonomy Subject Matter Expert for FAA Air Traffic Organization and (ATO) Aviation Safety Information Analysis and Sharing (ASIAS) Program Office. Founding member of FAA ATO Risk Analysis Process (RAP).","duration":"Jan 2012 Jul 2020 8 years 7 months","duration_short":"8 years 7 months","end_date":"Jul 2020","start_date":"Jan 2012","subtitle":"Booz Allen Hamilton","title":"Lead Associate"}],"url":"https://www.linkedin.com/company/booz-allen-hamilton"},{"company":"TASC, Inc.","company_id":"engilityformerlytasc","location":"Washington, DC","positions":[{"description":"Provide System Safety Support to FAA En Route and Oceanic (AJE) Provide System Safety Support to FAA En Route and Oceanic (AJE)","duration":"Feb 2011 Dec 2011 11 months","duration_short":"11 months","end_date":"Dec 2011","start_date":"Feb 2011","subtitle":"TASC, Inc.","title":"System Safety Lead"}],"url":"https://www.linkedin.com/company/engilityformerlytasc"},{"company":"Booz Allen Hamilton","company_id":"booz-allen-hamilton","location":"Herndon, Virginia","positions":[{"description":"Provided Safety Support to FAA Office of Air Traffic Quality Assurance (AJS-3). Provided Safety Support to FAA Office of Air Traffic Quality Assurance (AJS-3).","duration":"Sep 2009 Feb 2011 1 year 6 months","duration_short":"1 year 6 months","end_date":"Feb 2011","start_date":"Sep 2009","subtitle":"Booz Allen Hamilton","title":"Associate"}],"url":"https://www.linkedin.com/company/booz-allen-hamilton"},{"company":"United Airlines","company_id":"united-airlines","location":null,"positions":[{"description":"Boeing 757/767, 737, 727, Airbus 319/320 - Coordinate actions of up to a dozen crewmembers to provide flight safety, optimum customer service and efficient completion of worldwide flight operations. Extensive International experience. Expert in FMS (Flight Management System) utilization. Familiar with FOQA and ASAP programs.","duration":"Nov 1999 Sep 2009 9 years 11 months","duration_short":"9 years 11 months","end_date":"Sep 2009","start_date":"Nov 1999","subtitle":"United Airlines","title":"Flight Officer"},{"description":"Selected to instruct UAL\'s Security Course in the wake of the September 11th attacks. The course highlighted all aspects of aviation security including Security Screening Procedures, Ground Safety, Crew Coordination and Responsibilities, Inflight Safety and Cockpit Defense.","duration":"Mar 2002 Aug 2002 6 months","duration_short":"6 months","end_date":"Aug 2002","start_date":"Mar 2002","subtitle":"United Airlines","title":"Security Trainer/Safety Specialist"}],"url":"https://www.linkedin.com/company/united-airlines"},{"company":"Merrill Lynch","company_id":"merrilllynch","location":"Princeton, New Jersey","positions":[{"description":"Earned Series 7 and Series 63 Securities Licenses. Managed multiple personal and corporate accounts. Earned internal Certified Financial Manager designation. Earned Series 7 and Series 63 Securities Licenses. Managed multiple personal and corporate accounts. Earned internal Certified Financial Manager designation.","duration":"Jul 2003 Jan 2006 2 years 7 months","duration_short":"2 years 7 months","end_date":"Jan 2006","start_date":"Jul 2003","subtitle":"Merrill Lynch","title":"Financial Advisor"}],"url":"https://www.linkedin.com/company/merrilllynch"},{"company":"U.S. Navy, Training Squadron SIX","company_id":null,"location":"Whiting Field NAS, Milton, FL","positions":[{"description":"Quarterbacked the overall safety program for Training Squadron SIX. Orchestrated highly popular quarterly safety seminars for over 250 personnel. Directed a vigorous Hazard Reporting system to identify potential threats to safety. Published a series of \\"Safety-Grams\\" for Instructor Pilots and Student Naval Aviators. Conducted quarterly Safety Audits to ensure SMS controls were effective. Curriculum Manager - Handpicked by CNATRA (Chief of Naval Air Training) to manage the \\"Familiarization Stage.\\" Developed and assembled curriculum content. Oversaw the integration of Computer-Based training (CBT). Ensured standardization by flying with instructors and students across the five fixed-wing training squadrons under my purview.Flight Duty Officer - Qualified to run the Training Squadron SIX Daily Flight Schedule on a rotating-watch basis. Responsible for overseeing sortie completion based on safety, weather and training priority considerations.","duration":"Jun 1996 Sep 1999 3 years 4 months","duration_short":"3 years 4 months","end_date":"Sep 1999","start_date":"Jun 1996","subtitle":"U.S. Navy, Training Squadron SIX","title":"Aviation Safety Officer"}],"url":""},{"company":"U.S. Navy, Patrol Squadron FORTY-FIVE","company_id":null,"location":"NAS Jacksonville, FL","positions":[{"description":"Selected by Patrol Squadron FORTY-FIVE leadership to attend the prestigious Aviation Safety Officer\'s Course at the Naval Postgraduate School so I could return and lead the squadron\'s Aviation Safety efforts. As the Commanding Officer\'s direct representative in matters of aviation safety, my duties included coordinating quarterly Safety \\"Standdowns\\" and Safety Audits for aircrew and maintenance personnel, publishing Hazard Reports (HAZREPs) and promulgating them up the chain-of-command, representing the squadron at the NAS Jacksonville Base Safety Council, attending Human Factors Boards, Field Naval Aviator Evaluation Boards (FNAEB) and Department Head meetings.Command Duty Officer - Responsible for the proper operation of the squadron in the absence of the Commanding Officer. Typical duties included ensuring mission prioritization, Emergency Action Drills, approving leave requests and changes to the daily flight schedule.","duration":"Nov 1992 May 1996 3 years 7 months","duration_short":"3 years 7 months","end_date":"May 1996","start_date":"Nov 1992","subtitle":"U.S. Navy, Patrol Squadron FORTY-FIVE","title":"Aviation Safety Officer"}],"url":""},{"company":"Patrol Squadron THIRTY","company_id":null,"location":"","positions":[{"description":"","duration":"1992 1992 less than a year","duration_short":"less than a year","end_date":"1992","start_date":"1992","subtitle":"Patrol Squadron THIRTY","title":"Naval Aviator (pre-Fleet Squadron)"}],"url":""},{"company":"Naval Aviation Training Command","company_id":null,"location":"NAS Corpus Christi, TX","positions":[{"description":"","duration":"1990 1992 2 years","duration_short":"2 years","end_date":"1992","start_date":"1990","subtitle":"Naval Aviation Training Command","title":"Student Naval Aviator"}],"url":""}]', '["LinkedIn User “Lee is a true professional in his approach to projects. He is an excellent communicator who is very organized, methodical, and seeks all information and points of view from participants. He is adept and synthesizing the critical elements of an initiative and focusing on them for maximum leverage. Lee is very approachable and easy to work with making him an excellent team player.”","David Emanuel “I had the great pleasure to work with Lee while at Booz Allen Hamilton. We worked very closely on a number of different projects but the most memorable of Lee’s work was for the FAA Office of Safety. Lee was instrumental in supporting their risk analysis program (RAP) he was able to use his past experience to bring reality to bare on current high risk issues. He was also instrumental in creating a future state for the office in order for it to grow and be sucessful. His dedication to the client and the product always impressed me and I hope to work with him again in the future.”"]']
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 provide aviation safety consulting services, and today, the user is reaching out to the agent because they need assistance in analyzing and improving the safety measures in their supply chain marketing operations.
|
### Human: Agent: ['Michael Goss', 'Visionary extroverted Sales Executive offering 20 years of assertive, compelling style that has proven to be inspirational and profitable. Versatile executive strategist recognized for having superior marketing skills, exceptional sales abilities, and superlative business acumen. Progressive, decisive, and innovative, highly valued for expertise interpreting corporate vision and strategy, translating objectives into actionable plans, and providing decisive leadership to multi-functional team members. Sales ManagementProcess ImprovementContract AdministrationForecasting/BudgetingStaff Recruiting/Training Territory ManagementKey Relationship BuildingBrand/Product MarketingMarket Research & AnalysisAccount Development New Business DevelopmentTeam Building/LeadershipStrategic NegotiationClient Relations/RetentionChannel Management', 'Regional Sales Director at Human Interest', 'Human Interest', '[{"company":"Human Interest","company_id":"humaninterest","industry":"Financial Services","location":"Greater Chicago Area","positions":[{"description":"Human Interest offers an easy and affordable 401(k) retirement plan for the modern workforce. We empower all businesses, no matter their size, to safeguard the financial futures of their employees.We are an automated, paperless 401(k) that reduces all administrative burden for our customers. Enrolling in our plan takes just a few minutes and our website is simple and user-friendly for both employers and employees. Human Interest offers an easy and affordable 401(k) retirement plan for the modern workforce. We empower all businesses, no matter their size, to safeguard the financial futures of their employees.We are an automated, paperless 401(k) that reduces all administrative burden for our customers. Enrolling in our plan takes just a few minutes and our website is simple and user-friendly for both employers and employees.","duration":"Mar 2021 - Present 9 months","duration_short":"9 months","end_date":"Present","start_date":"Mar 2021","subtitle":"Human Interest","title":"Regional Sales Director"}],"url":"https://www.linkedin.com/company/humaninterest"},{"company":"Insperity","company_id":"insperity","location":null,"positions":[{"description":"Insperity, a trusted advisor to America’s best businesses for more than 30 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 ten employees or 5,000, Insperity’s business solutions are tailored to helping you run your business more efficiently.Please contact Mike Goss to learn more about how Insperity can help your business succeed.Phone: 224-588-3889Email: Michael.Goss@Insperity.com","duration":"Jan 2020 Mar 2021 1 year 3 months","duration_short":"1 year 3 months","end_date":"Mar 2021","start_date":"Jan 2020","subtitle":"Insperity","title":"Certified Business Performance Advisor"},{"description":"","duration":"Nov 2018 Jan 2020 1 year 3 months","duration_short":"1 year 3 months","end_date":"Jan 2020","start_date":"Nov 2018","subtitle":"Insperity","title":"District Manager"},{"description":"","duration":"Aug 2017 Oct 2018 1 year 3 months","duration_short":"1 year 3 months","end_date":"Oct 2018","start_date":"Aug 2017","subtitle":"Insperity","title":"Business Performance Advisor"}],"url":"https://www.linkedin.com/company/insperity"},{"company":"Allstate","company_id":"allstate","location":"Libertyville IL","positions":[{"description":"Manage and operate as an Agency Manager at a full service Allstate Agency located at Liberty Auto City in Libertyville IL. We have a fully licensed staff that can support any and all clients insurance and financial needs as part of their sales or service experience when visiting the Liberty Auto City.We are the Good Hands: We help people realize their hopes and dreams through products and services designed to protect them from life’s uncertainties and to prepare them for the future. The Allstate Corporation is the largest publicly held personal lines property and casualty insurer in America. Allstate was founded in 1931 and became a publicly traded company in 1993. As of year-end 2012, Allstate had $127 Billion in total assets. In 2012, Allstate was number 93 on the Fortune 500 list of largest companies in America.see lessSpecialtiesAuto Insurance, Life Insurance, Retirement Planning, Homeowners Insurance, Motorcycle Insurance, Boat Insurance, RV Insurance, Bundled Insurance, Renter\'s Insurance, Flood Insurance, Roadside Assistance, General Liability, Annuities, & More Websitehttp://www.allstate.com","duration":"May 2014 Jun 2017 3 years 2 months","duration_short":"3 years 2 months","end_date":"Jun 2017","start_date":"May 2014","subtitle":"Allstate","title":"Sales Manager"}],"url":"https://www.linkedin.com/company/allstate"},{"company":"Paychex","company_id":"paychex","location":"Naperville, IL","positions":[{"description":"Responsible for overseeing sales force in the midwest in providing group health and benefits, B2B. Build a strong team in Illinois, Wisconsin and Minnesota.•Acquired leadership of a district that was dead last in production in mid year and increased production to annual quota by year end. •Significantly increased sales by 225% in six months. •Increased agent retention by 50%, taking three year retention to 87.5%.•Responsible for $68 million in annual client premiums, a 27% growth from 2010.","duration":"Nov 2010 2013 3 years","duration_short":"3 years","end_date":"2013","start_date":"Nov 2010","subtitle":"Paychex","title":"District Sales Manager(Midwest Region IL, WI, MN)"}],"url":"https://www.linkedin.com/company/paychex"},{"company":"COUNTRY ® Financial","company_id":"country-financial-","location":"","positions":[{"description":"Responsible for the recruiting, managing and mentoring of Financial Representatives in Chicago & the North Shore market. Development curriculum focused on sales skills, product knowledge, competitive advantages and operational efficiencies.•Developed successful new district in area previously lacking any market presence or brand awareness and grew region’s book of business from zero to $15M+ in less than 8 years. •Grew organization from zero to 37 employees, building a dynamic sales team through one-on-one mentoring and steadfast sales leadership, and leading staff to consistently increase sales production. •Maintained client retention at impressive 82% through implementation of impactful Relationship Management programs.•Received organization’s highest designation in six years as well as national management award two years running from General Agency Management Association as region’s highest producing representative.","duration":"1998 2010 12 years","duration_short":"12 years","end_date":"2010","start_date":"1998","subtitle":"COUNTRY ® Financial","title":"Agency/District Manager"}],"url":"https://www.linkedin.com/company/country-financial-"}]', '["JEFFREY POPE “It was a pleasure working on Michael\'s team over the past three years. Michael is a natural leader that his people and peers around him gravitate to and immediately respect. Michael is not only a great leader, but I would have to say that he is also a leader who cares deeply about you as a person and a co-worker. That is such a rare quality in a manager. He is there for you whether it is business or personal. What more can you ask of a manager than for someone who is there to help you develop professionally and personally. His leadership skills and business accumen are always on display at a high level. I would highly recommend Michael to anyone that is in need of a high quality leader for their organization! I have no doubt he would enhance any sales team that he is a part of and will further grow any business he represents! Regards, Jeff Pope”","Rosemarie Deflorio Weinstein “I owe a debt of gratitude to Mike Goss, for being the consummate mentor to me, when starting my career in the Insurance Industry. He is a competitent, and credible sales manager, who was professionally available to all of the sales reps who reported directly to him. It was not uncommon for Mike to go \\"the extra mile\\" at any time - to assist with the staff, in meeting production goals and expectations. He is also a patient and understanding manager, who put \\"people\\" first. He was instrumental in my own professional success, as well as the sucess of the agency he managed.”"]']
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 manage and operate as an Agency Manager at a full-service insurance agency, and today the agent is reaching out to the user because they need assistance with high-profile client management for an upcoming event.
|
### Human: Agent: ['Bill Bartley', 'Senior Consultant specializing in the SAP FICO', 'Senior Consultant, SAP FICO at Dickinson + Associates', 'Dickinson + Associates', '[{"company":"Dickinson + Associates","company_id":"dickinson---associates","industry":"IT Services and IT Consulting","location":"Indianapolis, Indiana, United States","positions":[{"description":"","duration":"Apr 2021 - Present 10 months","duration_short":"10 months","end_date":"Present","start_date":"Apr 2021","subtitle":"Dickinson + Associates","title":"Senior Consultant"}],"url":"https://www.linkedin.com/company/dickinson---associates"},{"company":"IBM","company_id":"ibm","location":"Indianapolis, Indiana","positions":[{"description":"","duration":"Feb 2012 Mar 2021 9 years 2 months","duration_short":"9 years 2 months","end_date":"Mar 2021","start_date":"Feb 2012","subtitle":"IBM","title":"Managing Consultant, SAP FICO"}],"url":"https://www.linkedin.com/company/ibm"},{"company":"Schlumberger","company_id":"schlumberger","location":"Houston, TX","positions":[{"description":"","duration":"Jan 2017 Jan 2018 1 year 1 month","duration_short":"1 year 1 month","end_date":"Jan 2018","start_date":"Jan 2017","subtitle":"Schlumberger","title":"Consultant"}],"url":"https://www.linkedin.com/company/schlumberger"},{"company":"Medtronic","company_id":"medtronic","location":"Mounds View, MN","positions":[{"description":"","duration":"Aug 2016 Oct 2016 3 months","duration_short":"3 months","end_date":"Oct 2016","start_date":"Aug 2016","subtitle":"Medtronic","title":"Consultant"}],"url":"https://www.linkedin.com/company/medtronic"},{"company":"Cameron","company_id":"cameron","location":"Houston, TX","positions":[{"description":"","duration":"Aug 2014 Jul 2016 2 years","duration_short":"2 years","end_date":"Jul 2016","start_date":"Aug 2014","subtitle":"Cameron","title":"SAP FICO Consultant"}],"url":"https://www.linkedin.com/company/cameron"},{"company":"Marathon Petroleum Company","company_id":"marathon-petroleum-company","location":"Findlay, OH and Texas City, TX","positions":[{"description":"","duration":"Mar 2013 Aug 2014 1 year 6 months","duration_short":"1 year 6 months","end_date":"Aug 2014","start_date":"Mar 2013","subtitle":"Marathon Petroleum Company","title":"FICO Lead / Project Manager"}],"url":"https://www.linkedin.com/company/marathon-petroleum-company"},{"company":"BP","company_id":"bp","location":"Warrenville, IL and Texas City, TX","positions":[{"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":"BP","title":"FICO Team Lead"}],"url":"https://www.linkedin.com/company/bp"},{"company":"Stanley Black & Decker - Stanley Security Solutions","company_id":"stanley-black-decker-inc","location":"Indianapolis, Indiana Area","positions":[{"description":"","duration":"Apr 2007 Feb 2012 4 years 11 months","duration_short":"4 years 11 months","end_date":"Feb 2012","start_date":"Apr 2007","subtitle":"Stanley Black & Decker - Stanley Security Solutions","title":"SAP FICO Business Analyst"}],"url":"https://www.linkedin.com/company/stanley-black-decker-inc"},{"company":"John Deere","company_id":"john-deere","location":"Moline, IL, Johnston, IA, and Horicon, WI","positions":[{"description":"","duration":"Sep 2001 Apr 2007 5 years 8 months","duration_short":"5 years 8 months","end_date":"Apr 2007","start_date":"Sep 2001","subtitle":"John Deere","title":"SAP FICO Senior Analyst"}],"url":"https://www.linkedin.com/company/john-deere"},{"company":"Excite@Home","company_id":"excite-home","location":"Redwood City, CA","positions":[{"description":"","duration":"Mar 2000 Sep 2001 1 year 7 months","duration_short":"1 year 7 months","end_date":"Sep 2001","start_date":"Mar 2000","subtitle":"Excite@Home","title":"Fixed Assets Accounting Manager"}],"url":"https://www.linkedin.com/company/excite-home"},{"company":"IBM","company_id":"ibm","location":"Research Triangle Park, NC","positions":[{"description":"","duration":"Dec 1996 Mar 2000 3 years 4 months","duration_short":"3 years 4 months","end_date":"Mar 2000","start_date":"Dec 1996","subtitle":"IBM","title":"SAP Fixed Assets Systems"}],"url":"https://www.linkedin.com/company/ibm"},{"company":"Bloodstock Research Information Services, Inc.","company_id":null,"location":"Lexington, Kentucky","positions":[{"description":"","duration":"1992 1996 4 years","duration_short":"4 years","end_date":"1996","start_date":"1992","subtitle":"Bloodstock Research Information Services, Inc.","title":"Technical Support Team Lead"}],"url":""}]', '["David Duncan “Bill is one of the highlights on the SAP team at Stanley Works. There a three characteristics that stand out to me which make him one of the best. He is extremely responsive, takes the time to really understand the issue and is very knowledgeable. I have only had a few issues but each time Bill has responded very quickly. I am always amazed when people who have so many demands placed on them can take the time to respond so quickly. Bill is one of those people who manages his time and prioritizes effectively so that he can respond appropriately to urgent issues. He then takes the time to really understand the issue. I do not get the sense that he is trying to rush a solution but rather truly understand the problems so he can come up with the correct solution. Lastly, he seems to know all the options. He may be modest and disagree but he clearly understands the options and issues with each choice to make it clear how to resolve problems when they arise. I have appreciated having Bill on the team and feel fortunate to be able to call on him when I have a need.”","Stanley Burke “Bill is a highly professional and qualified SAP FICO consultant. It was a great pleasure working with him while he made his move to Stanley Works. He was always honest and forthright. He never had a problem saying what was on his mind and at the same time always listened and valued the opinions of others. In his time at Stanley Works he has become an integral part of the SAP FICO team and I know that he is highly thought of and respected by his peers. Between his accounting background and his knowledge of SAP he is an asset to any team.”"]']
User: ['Jim Agostino', 'Accomplished professional with management experience in sales leadership, business operations and product development across technology, service, retail and manufacturing industries.', 'Alameda County Housing & Community Development', 'Alameda County', '[{"company":"Alameda County","company_id":"alameda-county","industry":"Government Administration","location":null,"positions":[{"description":"Contract & Budget Management","duration":"Jun 2021 - Present 4 months","duration_short":"4 months","end_date":"Present","start_date":"Jun 2021","subtitle":"Alameda County","title":"Grant & Program Compliance"},{"description":"","duration":"Jan 2020 May 2021 1 year 5 months","duration_short":"1 year 5 months","end_date":"May 2021","start_date":"Jan 2020","subtitle":"Alameda County","title":"Registrar of Voters - Elections Recruiting"}],"url":"https://www.linkedin.com/company/alameda-county"},{"company":"Proforma 360 Branding","company_id":"proforma-360-branding","location":"Livermore, California","positions":[{"description":"","duration":"2015 Jan 2020 5 years","duration_short":"5 years","end_date":"Jan 2020","start_date":"2015","subtitle":"Proforma 360 Branding","title":"Business Operations Manager"}],"url":"https://www.linkedin.com/company/proforma-360-branding"},{"company":"Sears","company_id":"sears","location":"San Francisco, CA","positions":[{"description":"","duration":"2013 2015 2 years","duration_short":"2 years","end_date":"2015","start_date":"2013","subtitle":"Sears","title":"Market Digital Manager - New Initiatives"}],"url":"https://www.linkedin.com/company/sears"},{"company":"Apple","company_id":"apple","location":"Seattle, WA","positions":[{"description":"","duration":"2009 2013 4 years","duration_short":"4 years","end_date":"2013","start_date":"2009","subtitle":"Apple","title":"Sales Manager - Business Accounts"}],"url":"https://www.linkedin.com/company/apple"},{"company":"Imagecraft Industries, Inc.","company_id":"imagecraft-industries-inc","location":"Seattle, WA","positions":[{"description":"","duration":"1989 2009 20 years","duration_short":"20 years","end_date":"2009","start_date":"1989","subtitle":"Imagecraft Industries, Inc.","title":"Owner / General Manager"}],"url":"https://www.linkedin.com/company/imagecraft-industries-inc"}]', '["Kate Duty Guenther “As a new team within the IMX division at Sears, Jim was quickly identified as a knowledgeable resource. His led the team through leadership development and was a trusted partner when in the field. It was evident Jim was used to working as a change agent and had a passion for continuous improvement. Jim\'s eye for detail and pulse for technology was an asset to the team. ”","Brendon Couturier “I worked with Jim as part of the Market Digital Leader Team at Sears. Jim brought a great sense of passion, pride and openness to change to the Team. He always provided great feedback around initiatives, processes and projects that we assisted in rolling out in our Markets. Jim is skilled in analysis and planning, in addition to facilitation and training. He has great understanding of technology as well as change management and leadership. Jim would be an asset to any organization. ”"]']### Assistant: The agent's job is to provide consulting services in the SAP FICO field, and today, the user is reaching out to the agent because they need assistance with grant and program compliance for Alameda County.
|
### Human: Agent: ['Lisa Moskin Tonon', 'Human Resources Executive with proven success in driving change to achieve business results. Results-oriented team player with extensive relationship building skills who is familiar with the challenges faced by a startup. Hands-on self starter with extensive experience in a wide spectrum of Human Resources and Operations matters including: Full life-cycle Recruitment, Organizational Development, Performance Management, Coaching, Employee Relations, Benefits Administration, Policies and Procedures, Facilities Management, and Event Planning.', 'A seasoned and invested Human Resources Executive who is passionate about people, motivation, and continuous improvement.', 'LMT Consulting Services', '[{"company":"LMT Consulting Services","company_id":null,"location":"Charleston, South Carolina Area","positions":[{"description":"• Consult with company Principals on a broad range of Human Resources policies, practices, and processes in a variety of industries.• Primary focus on organizational structure and development, recruiting, performance management, employee relations, benefits and incentives, and company culture. • Provide guidance to key stakeholders on necessary actions to be proactive and prepared for changes that inevitably occur with significant growth.","duration":"Feb 2014 - Present 7 years 6 months","duration_short":"7 years 6 months","end_date":"Present","start_date":"Feb 2014","subtitle":"LMT Consulting Services","title":"Human Resources and Operations Consultant"}],"url":""},{"company":"Gazelles","company_id":"scalingup-gazelles","location":"","positions":[{"description":"","duration":"Feb 2017 May 2018 1 year 4 months","duration_short":"1 year 4 months","end_date":"May 2018","start_date":"Feb 2017","subtitle":"Gazelles","title":"Outreach Specialist"}],"url":"https://www.linkedin.com/company/scalingup-gazelles"},{"company":"Catch Talent","company_id":"catch-talent","location":"Charleston, South Carolina Area","positions":[{"description":"","duration":"Sep 2016 Feb 2017 6 months","duration_short":"6 months","end_date":"Feb 2017","start_date":"Sep 2016","subtitle":"Catch Talent","title":"Talent Recruiter (Contract Role)"}],"url":"https://www.linkedin.com/company/catch-talent"},{"company":"Verge Health","company_id":"verge-health","location":"Mount Pleasant, SC","positions":[{"description":"","duration":"Apr 2015 Sep 2016 1 year 6 months","duration_short":"1 year 6 months","end_date":"Sep 2016","start_date":"Apr 2015","subtitle":"Verge Health","title":"Director of Human Relations"}],"url":"https://www.linkedin.com/company/verge-health"},{"company":"i2 Learning","company_id":"i2learning","location":"New York, NY","positions":[{"description":"","duration":"Feb 2014 Apr 2015 1 year 3 months","duration_short":"1 year 3 months","end_date":"Apr 2015","start_date":"Feb 2014","subtitle":"i2 Learning","title":"Human Resources Consultant and Talent Recruiter"}],"url":"https://www.linkedin.com/company/i2learning"},{"company":"Magnitude Capital, LLC","company_id":"magnitude-capital-llc","location":"Greater New York City Area","positions":[{"description":"","duration":"Aug 2005 2014 9 years","duration_short":"9 years","end_date":"2014","start_date":"Aug 2005","subtitle":"Magnitude Capital, LLC","title":"Vice President, Human Resources and Administration"}],"url":"https://www.linkedin.com/company/magnitude-capital-llc"}]', '["“Lisa is a pleasure to work with! Her energy and passion for people comes through every day! She was never scared to dive in and get the work done. I appreciated having her to talk with when I had a difficult HR issue on my plate. I hope that we get to work together again in the future!”","“I had the pleasure of working with Lisa during her tenure at Verge Health, formerly Verge Solutions. There are many great things to say in regards to Lisa\'s time at Verge, but there are a few things that stood out to me. Lisa always had an open door policy. Anytime I had an HR question, Lisa would welcome me into her office until she could provide me with an answer. She was a wealth of information for anyone looking for advice on professional development, and I so enjoyed having her guidance. Additionally, Lisa was a genuine caring and compassionate Director of Human Relations. She took the time to familiarize herself with all employees, not only professionally, but personally too. This is a small detail to some, but it speaks volumes about the content of her character and her overall concern for the company\'s employees. Lisa also had her work cut out for her as she played an integral role in Verge Health\'s transition from a relatively small company to a significantly larger company. Not only did she work tirelessly to calm employees\' nerves through this transition, but she worked to ensure there would be no noticeable changes with regards to the benefits we all enjoyed. While our time working together was short, I would highly recommend Lisa as an employee to any company looking for human resource talent. I sincerely hope that our time at Verge will not be the end of our professional working relationship and that our careers cross paths again in the future. It is not everyday that you get to work with leaders as personable, caring, and compassionate as Lisa. ”"]']
User: ['Ladd Welch', 'A dedicated professional with 10+ years of proven experience in senior level operations management. Expert in team development, hiring, training, project management, P&L management, inventory management, and sales management,. Very adept at marketing, site, selection, construction oversight, and human resource strategies.', 'Director of Operations for Staffing Management', 'Staffing Management', '[{"company":"Staffing Management","company_id":null,"location":"Kansas City","positions":[{"description":"","duration":"Oct 2021 - Present 3 months","duration_short":"3 months","end_date":"Present","start_date":"Oct 2021","subtitle":"Staffing Management","title":"Director Of Operations"}],"url":""},{"company":"The Aaron\'s Company, Inc.","company_id":"the-aaron%27s-company-inc.","location":"Kansas City, Kansas, United States","positions":[{"description":"Full Profit & Loss responsibility for a region in Kansas City and Central, KS stores Full Profit & Loss responsibility for a region in Kansas City and Central, KS stores","duration":"Dec 2019 Oct 2021 1 year 11 months","duration_short":"1 year 11 months","end_date":"Oct 2021","start_date":"Dec 2019","subtitle":"The Aaron\'s Company, Inc.","title":"Regional Manager"}],"url":"https://www.linkedin.com/company/the-aaron%27s-company-inc."},{"company":"High Touch Technologies","company_id":null,"location":"1809 S West St, Wichita, KS 67213","positions":[{"description":"Managing operations for one of the premier telephony, cabling, and surveillance companies based in Wichita, KS. We work with large, medium and small companies throughout the state of Kansas. Managing operations for one of the premier telephony, cabling, and surveillance companies based in Wichita, KS. We work with large, medium and small companies throughout the state of Kansas.","duration":"Jan 2017 Sep 2019 2 years 9 months","duration_short":"2 years 9 months","end_date":"Sep 2019","start_date":"Jan 2017","subtitle":"High Touch Technologies","title":"Director of Business Communications"}],"url":""},{"company":"easyhome","company_id":"goeasyltd","location":"Wichita, Kansas Area","positions":[{"description":"Responsible for onboarding new franchise stores, and supporting day to day operations for a lease-to-own concept. Responsible for real estate, lease negotiation, construction, hiring, training, marketing, and inventory. Responsible for store grand opening, and jump start into the new market. Responsible for onboarding new franchise stores, and supporting day to day operations for a lease-to-own concept. Responsible for real estate, lease negotiation, construction, hiring, training, marketing, and inventory. Responsible for store grand opening, and jump start into the new market.","duration":"Apr 2008 Jan 2017 8 years 10 months","duration_short":"8 years 10 months","end_date":"Jan 2017","start_date":"Apr 2008","subtitle":"easyhome","title":"Vice President of Franchise Sales & Support for easyhome"}],"url":"https://www.linkedin.com/company/goeasyltd"},{"company":"Value Place","company_id":null,"location":"Wichita, Kansas Area","positions":[{"description":"Responsible for the day to day operation of 56 extended stay Hotels. Involved with construction, Hotel set up, hiring, training, day to day management, and guest services. Responsible for driving occupancy at each Hotel. Responsible for the day to day operation of 56 extended stay Hotels. Involved with construction, Hotel set up, hiring, training, day to day management, and guest services. Responsible for driving occupancy at each Hotel.","duration":"Jan 2006 Mar 2008 2 years 3 months","duration_short":"2 years 3 months","end_date":"Mar 2008","start_date":"Jan 2006","subtitle":"Value Place","title":"President of Operations"}],"url":""},{"company":"Corporate Lodging Consultants","company_id":null,"location":"Wichita, Kansas Area","positions":[{"description":"Responsible for hotel set up and hotel billing management for companies in the Railroad, and Airlines industries. Secure hotel rates for traveling associates for client companies. Select hotels, negotiate rates, and handle all billing. Responsible for hotel set up and hotel billing management for companies in the Railroad, and Airlines industries. Secure hotel rates for traveling associates for client companies. Select hotels, negotiate rates, and handle all billing.","duration":"Aug 2004 Dec 2006 2 years 5 months","duration_short":"2 years 5 months","end_date":"Dec 2006","start_date":"Aug 2004","subtitle":"Corporate Lodging Consultants","title":"Senior Vice President"}],"url":""},{"company":"Jiffy Lube International","company_id":"jiffy-lube-international","location":"Houston, Texas Area","positions":[{"description":"Responsible for 82 Corporate Jiffy Lube stores in Texas.Responsible for over 650 associates and $68,000,000 in revenueIncrease sales by 6% in first full year. Responsible for 82 Corporate Jiffy Lube stores in Texas.Responsible for over 650 associates and $68,000,000 in revenueIncrease sales by 6% in first full year.","duration":"Jan 2003 Aug 2005 2 years 8 months","duration_short":"2 years 8 months","end_date":"Aug 2005","start_date":"Jan 2003","subtitle":"Jiffy Lube International","title":"Division Vice President"}],"url":"https://www.linkedin.com/company/jiffy-lube-international"}]', '["Steven Arendt “Ladd has an excellent understanding of the RTO business segment and operates with a high degree of integrity working for win-win outcomes.”","Steve Jungman, CIR “Ladd is a driven leader and outstanding business partner with whom I have had great experience working. I would call Ladd one of the most organized individuals I\'ve ever met and he is a fantastic communicator.”"]']### Assistant: The agent's job is to provide consultation services in Human Resources and Operations, and today, the agent is reaching out to the user to offer assistance in optimizing their human resource strategies and team development efforts.
|
### Human: Agent: ['Robin Weaver', 'Results-driven, values-focused leader with extensive expertise in adult learning, sales planning and management, team management, business development, staff training, and growth planning within customer-facing roles. Proven ability to implement merchandising strategies, product education, and process improvements that ensure compliance, increase efficiency, reduce operating costs, and maximize customer service. Documented strengths in budget management, business administration, team leadership, and influential communications.', 'Field Executive Sales Manager at MAC Cosmetics', 'MAC Cosmetics', '[{"company":"MAC Cosmetics","company_id":"mac-cosmetics","industry":"Personal Care Product Manufacturing","location":"Sacramento, California, United States","positions":[{"description":"Lead the implementation of strategic business plans to drive sales growth, establishing region-wide goals, sales estimates, and growth projections for a $6M+ territory (pre-COVID).• Direct operations for a cross-functional team of 20 staff, including six managers, mobilizing teams to exceed plan by 3% while out trending the company by 25%.• Oversee diverse human resources and accounting efforts, including payroll budget management and scheduling for six managers, HR documentation, monthly performance reviews, open position postings, recruiter relations, and job offers.• Spearhead new program development and implementation focused on in-depth coaching and training to cultivate a top-performing team focused on exceptional service.","duration":"Aug 2019 - Present 2 years 9 months","duration_short":"2 years 9 months","end_date":"Present","start_date":"Aug 2019","subtitle":"MAC Cosmetics","title":"Field Executive Sales Manager"}],"url":"https://www.linkedin.com/company/mac-cosmetics"},{"company":"Aveda","company_id":"aveda","location":"Sacramento, California Area","positions":[{"description":"Oversaw strategic planning and delivery of high-quality, interactive education and training experiences to adult learners via traditional and Zoom platforms, strategizing directly with Salon Development Partners to execute custom education focused on sales growth.• Successfully launched several new classes across several states to improve personnel skill sets, including Beyond the Salon and Intentional Coaching; managed staff training, coaching, and onboarding for new Team Leaders to optimize results in the Experience Centers.• Led content development for new business accounts while delivering product launch education to all accounts including Salons, Experience Centers, and Nordstrom\'s.• Cultivated strong relationships with District Managers for all aspects of goal setting and vision planning while strategizing with senior leadership to recommend field-based sales solutions.• Performed budget preparation and expense forecasting across the entire Northern CA territory.","duration":"May 2018 Aug 2019 1 year 4 months","duration_short":"1 year 4 months","end_date":"Aug 2019","start_date":"May 2018","subtitle":"Aveda","title":"Retail Education Specialist"}],"url":"https://www.linkedin.com/company/aveda"},{"company":"Too Faced Cosmetics","company_id":"too-faced-cosmetics","location":"Sacramento Region, CA - Reno, NV - Fresno, CA (Under Jr. AE)","positions":[{"description":"Delivered strategic direction and guidance to ensure goal achievement, managing all aspects of staffing, coaching, training, and development of a Junior Account Executive and freelance team to drive sales across the Northern and Central Market.• Played a key role in event planning and execution across all retailers within the region; managed special projects such as budget forecasting, milestone monitoring, communications, workflow planning, scheduling, and cost control initiatives.• Oversaw region-wide trainings across numerous Ulta, Sephora, and Macy\'s.• Mobilized teams to achieve high sales results, earning recognition as the top-performing freelance team within Too Faced.","duration":"Apr 2014 May 2018 4 years 2 months","duration_short":"4 years 2 months","end_date":"May 2018","start_date":"Apr 2014","subtitle":"Too Faced Cosmetics","title":"Account Executive"}],"url":"https://www.linkedin.com/company/too-faced-cosmetics"},{"company":"Smashbox Cosmetics","company_id":"smashbox-cosmetics","location":"Northern CA, Reno NV, and MT","positions":[{"description":"Managed for all store, department, blended, and committed trainings, conducting staff training on product knowledge, sales, artistry, and communication to maximize sales.• Spearheaded special event planning and execution throughout the region, including management of the freelance event schedule and territory budgets to enhance brand exposure.• Cultivated strategic relationships with Ulta Managers and Sephora Cast to capitalize on areas for business and sales growth and maximize client retention rates.• Achieved the largest increase in comp business in US at end of FY2013.","duration":"Aug 2012 Apr 2014 1 year 9 months","duration_short":"1 year 9 months","end_date":"Apr 2014","start_date":"Aug 2012","subtitle":"Smashbox Cosmetics","title":"Area Artist Trainer"}],"url":"https://www.linkedin.com/company/smashbox-cosmetics"}]', '["Robin Flanagan Fjeseth “I had the distinct pleasure of working with Robin for a few years at Too Faced Cosmetics. As soon as I met her, I knew she was a force to reckon with. Robin is tenacious, smart and will always go the extra mile. She is a caring and thoughtful teammate and I miss working with her! Robin has grown seamlessly into leadership and will take her to team to the finish line, every time. ”","Jamie Ponti “Robin is very results oriented and goal driven. She has the ability to look at her territory and determine what is needed to drive business and follows through with either training, or an event as necessary. She is very good at developing strong relationships with her Vendor partners because of her ability to plan and execute outstanding sales events. In addition, Robin has a a very pleasant attitude that makes her very easy to work with.”"]']
User: ['Lisa Ahern', 'Sales and Management Professional with extensive experience in all aspects of product development, training, merchandising, brand management, quality and service. Proven revenue generator in all market conditions.Specialties: Strong managerial / sales background, build new territories and expand existing client base, training and presentations, projections / forecasting, goals, territory realignment, trade shows, event planning, product management, key account management and lead generation.', 'Regional Sales Manager - EssilorLuxottica', 'Luxottica', '[{"company":"Luxottica","company_id":"luxottica","industry":"Retail Luxury Goods and Jewelry","location":null,"positions":[{"description":"","duration":"Jan 2020 - Present 1 year 8 months","duration_short":"1 year 8 months","end_date":"Present","start_date":"Jan 2020","subtitle":"Luxottica","title":"Regional Sales Manager - Luxury & Premium Fashion"},{"description":"","duration":"Aug 2017 - Present 4 years 1 month","duration_short":"4 years 1 month","end_date":"Present","start_date":"Aug 2017","subtitle":"Luxottica","title":"District Sales Manager - San Diego / Las Vegas / Arizona"}],"url":"https://www.linkedin.com/company/luxottica"},{"company":"Luxottica Group","company_id":"luxottica","location":"Previously San Francisco Bay Area - currently Arizona / Colorado and surrounding","positions":[{"description":"Multi-state territory representing: Chanel, Bvlgari, Tiffany & Co., and Persol eyewear Multi-state territory representing: Chanel, Bvlgari, Tiffany & Co., and Persol eyewear","duration":"Apr 2010 Jun 2017 7 years 3 months","duration_short":"7 years 3 months","end_date":"Jun 2017","start_date":"Apr 2010","subtitle":"Luxottica Group","title":"Chanel & Luxury Business Consultant - Eyewear"}],"url":"https://www.linkedin.com/company/luxottica"},{"company":"Marcolin","company_id":"marcolin","location":"","positions":[{"description":"Arizona and Las Vegas territory for Tom Ford, Roberto Cavalli and Mont Blanc eyewear. Arizona and Las Vegas territory for Tom Ford, Roberto Cavalli and Mont Blanc eyewear.","duration":"Sep 2007 May 2010 2 years 9 months","duration_short":"2 years 9 months","end_date":"May 2010","start_date":"Sep 2007","subtitle":"Marcolin","title":"Fashion Field Sales"}],"url":"https://www.linkedin.com/company/marcolin"},{"company":"SLC Mortgage","company_id":null,"location":"","positions":[{"description":"","duration":"Sep 2005 Jul 2007 1 year 11 months","duration_short":"1 year 11 months","end_date":"Jul 2007","start_date":"Sep 2005","subtitle":"SLC Mortgage","title":"Loan Officer"}],"url":""},{"company":"Marcolin","company_id":"marcolin","location":"","positions":[{"description":"","duration":"Feb 2001 Sep 2005 4 years 8 months","duration_short":"4 years 8 months","end_date":"Sep 2005","start_date":"Feb 2001","subtitle":"Marcolin","title":"Field Sales Operations Manager"}],"url":"https://www.linkedin.com/company/marcolin"}]', '["LinkedIn User “I have known Lisa professionally and personally for 16 years. Lisa has deep sales knowledge, both customer facing and home office sales operations management. As Manager of Field Sales Operations she excelled at managing sales communications, reporting and commissions, always with an eye towards problem-solving and giving sales team members a seamless interface with the back office. This knowledge of home office operations contributed greatly to her success when she converted roles to sales at Marcolin and then Luxottica. Her unique combination of corporate office and sales backgrounds gives her an exceptional advantage in any sales role. Based on her performance successes, personal drive to succeed and her well-rounded professional background, I would recommend Lisa without reservation. ”","Franklin Rick “Lisa and I have worked together as wish granters for Make A Wish of Arizona. Lisa is a wonderful person that has a passion for kids and was very dedicated to make each childs wish the best wish possible. She is a very dedicated, committed, organized and caring person. It has been my priviledge to work with Lisa.”"]']### Assistant: The agent's job is to manage sales operations and team communications, and today they are reaching out to the user to discuss potential collaboration opportunities between their respective companies.
|
### Human: Agent: ['Dave Stanley', 'Experienced Superintendent with a demonstrated history of working in the construction industry. Skilled in Constructability, Contract Management, Process Scheduler, Submittals, and Subcontracting. Strong operations professional with a Certificate of Achievement in Construction Supervision focused in Construction Management from NH/VT Chapter Associated Builders & Contractors.', 'Superintendent at Trumbull Nelson Construction Co.', 'Trumbull Nelson Construction Co.', '[{"company":"Trumbull Nelson Construction Co.","company_id":"trumbull-nelson-construction-co-","industry":"Construction","location":"","positions":[{"description":"","duration":"Jun 1985 - Present 36 years 10 months","duration_short":"36 years 10 months","end_date":"Present","start_date":"Jun 1985","subtitle":"Trumbull Nelson Construction Co.","title":"Superintendent"}],"url":"https://www.linkedin.com/company/trumbull-nelson-construction-co-"}]', '["Mary Lou Lorenz “We at Vermont Law School have had the priviledge of working with Dave Stanley for several months now. He has become a valued part of our community. Dave has been overseeing a major project on campus and has done so with complete dedication and professionalism. He goes from the job site into the conference room and the transition is natural. He is an excellent communicator...extremely intelligent, very approachable and genuine. His skill, personality, attention to detail and ability to explain the most complicated projects clearly to anyone are invaluable assets. He is highly regarded on campus among all groups - faculty, staff, students and, especially, the Buildings and Grounds members with whom he works day to day. All of them have tremendous respect for Dave. Personally, I can\'t say enough about him. We all wish he could stay after the project is finished. He\'s been phenomenal.”","Lori Campbell “Dave is a detail orientated Superintendent who watches the progress of the project with a hawk\'s eye from start to finish. He works extremely well with all involved in the construction process.”"]']
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 oversee construction projects, and today the user is reaching out to the agent because they need assistance with managing a major construction project at their healthcare facility.
|
### Human: Agent: ['Howard Baker', "Howard Baker is expanding the role of a beauty professional by using his talents to provide a full array of services to his clientele. A twenty year veteran of the beauty industry, Howard has not only become a master stylist whose goal is to enhance a woman's outer beauty, and a fashion consultant who transforms his clients by accentuating their unique beauty but also a personal concierge. This honor's graduate of Arnold International University of Cosmetology in Atlanta, Georgia is an impeccable stylist, expert at precision cutting, and hair care specialist. He has a loyal clientele of professional women for whom individualized hair care and alluring hairstyles are a must. He encourages husbands to take part in their wives image maintenance through education and providing gift services. Howard was a member of All Hair Types Consortium, a group of business professionals that won the bid to build and staff the salon operation of the Olympic Hair Salon during the 1996 Olympic Games in Atlanta. He's traveled extensively as an educator conducting workshops and hair seminars across the country. Through JoiB’yon Howard is expanding the role of a beauty advisor by offering personalized concierge services to his clientele. In a highly competitive beauty industry, Howard understands that a woman's total image encompasses more than her hair, clothes but also her environment. As a personal concierge, he assists the working professional woman with special event styling, wardrobe analysis, and other beauty related services. In the near future, JoiB’yon will become a full-service spa that will include personalized hair care, personal concierge, and imaging.", 'Professional Licensed Hairstylist', 'Male Cosmetologist Association Inc', '[{"company":"Male Cosmetologist Association Inc","company_id":null,"location":"Atlanta, Georgia","positions":[{"description":"","duration":"Mar 2018 - Present 3 years 10 months","duration_short":"3 years 10 months","end_date":"Present","start_date":"Mar 2018","subtitle":"Male Cosmetologist Association Inc","title":"CEO/ President"}],"url":""},{"company":"JoiByon Salon Services","company_id":null,"location":"2176 Henderson Mill Rd Loft 1 Atlanta Ga 30345","positions":[{"description":"Salon services, Image consultant, personal shopping, event planning, bridal styling, Salon services, Image consultant, personal shopping, event planning, bridal styling,","duration":"Jul 2000 - Present 21 years 6 months","duration_short":"21 years 6 months","end_date":"Present","start_date":"Jul 2000","subtitle":"JoiByon Salon Services","title":"Owner/ Stylist"}],"url":""},{"company":"Empowerment Resource Center, Inc","company_id":"empowerment-resource-center","location":"Atlanta, Georgia","positions":[{"description":"","duration":"Sep 2017 - Present 4 years 4 months","duration_short":"4 years 4 months","end_date":"Present","start_date":"Sep 2017","subtitle":"Empowerment Resource Center, Inc","title":"Health Educator"}],"url":"https://www.linkedin.com/company/empowerment-resource-center"}]', '["Rochelle Wimberly “I cannot say enough about Howard! I was referred to him by a very close friend about seven or eight years ago and he has been my hair care guy since. Besides being a great stylist, Howard genuinely cares about the health of my hair and scalp and has been the one to get it back in great condition. I often receive wonderful compliments from co-workers and friends.”","Zee Norman “Howard is always professional, and always performs his services in a timely manner. My hair always looks healthy after his treatments, and I get tons of compliments. I would recommend Howard as a hair stylist to anyone interested in healthy natural hair as well well as chemically treated hair.”"]']
User: ['Molly Mikesell', 'I have been a stylist for 18 years- and a National Educator for 14 years. I am a passionate artist- and I truly enjoy teaching- weather it is new talent in the salon, doing how to segments for television, or teaching my clients how to maintain and style their hair.', 'Salon Owner Stylist Color Specialist at Hairamedics Salon', 'Hairamedics Studio, La Jolla', '[{"company":"Hairamedics Studio, La Jolla","company_id":null,"location":"7552 Fay Avenue La Jolla, Ca. 92037","positions":[{"description":"As a color correction specialist at Salon Elle- I am a stylist, colorist, upstyle and formal style creator. I am the official spokesperson for Salon Elle and create Marketing campaigns as seen on Fox News. I also assist in the training and mentoring of our new talent.Please see photos of my current work at: hairamedics.com As a color correction specialist at Salon Elle- I am a stylist, colorist, upstyle and formal style creator. I am the official spokesperson for Salon Elle and create Marketing campaigns as seen on Fox News. I also assist in the training and mentoring of our new talent.Please see photos of my current work at: hairamedics.com","duration":"Nov 2012 - Present 9 years 5 months","duration_short":"9 years 5 months","end_date":"Present","start_date":"Nov 2012","subtitle":"Hairamedics Studio, La Jolla","title":"Color Correction Specialist/Stylist"}],"url":""},{"company":"Hairamedics Salon","company_id":null,"location":"La Jolla, Ca.","positions":[{"description":"Specializing in Color Correction- capable of all types of Hair Services including:Men\'s and women\'s haircuts, Brazilian blowout, anti-curl, relaxers, up styling, Editorial styling, balyage, ombre looks,And traditional color services as well Specializing in Color Correction- capable of all types of Hair Services including:Men\'s and women\'s haircuts, Brazilian blowout, anti-curl, relaxers, up styling, Editorial styling, balyage, ombre looks,And traditional color services as well","duration":"Oct 2012 - Present 9 years 6 months","duration_short":"9 years 6 months","end_date":"Present","start_date":"Oct 2012","subtitle":"Hairamedics Salon","title":"Salon Owner Stylist Color Specialist"}],"url":""},{"company":"Model Call Salon","company_id":null,"location":"7553 Girard Avenue, La Jolla CA. 92037","positions":[{"description":"I am a Haircolor Specialist. I specialize in all types of color and color correction specifically. Please view my professional website at hairamedics.com Also please e mail me at the following address:molly@hairamedics.com I am a Haircolor Specialist. I specialize in all types of color and color correction specifically. Please view my professional website at hairamedics.com Also please e mail me at the following address:molly@hairamedics.com","duration":"Feb 2003 Nov 2011 8 years 10 months","duration_short":"8 years 10 months","end_date":"Nov 2011","start_date":"Feb 2003","subtitle":"Model Call Salon","title":"Master Stylist/ Hair Color Specialist"}],"url":""},{"company":"Paul Mitchell Associates","company_id":"paul-mitchell-associates","location":"","positions":[{"description":"As a National Educator for John Paul Mitchell Systems I traveled all over the United States teaching and certifying salons in Haircutting, Color, Color Blocking techniques, product knowlege and business building. I participated in the production of hair models- assisting with the color application, wardrobe and choregraphy of Paul Mitchells models for these tradeshow events. I also worked the Paul Mitchell booths frequently at shows selling large volumes of products and services in a fast paced environment.Additionally, I attended quarterly updates designed specifically for educators- which sharpened my skills- and kept me current and certified in all the latest cut, color and styling techniques.In short, I had a blast!!","duration":"2004 2009 5 years","duration_short":"5 years","end_date":"2009","start_date":"2004","subtitle":"Paul Mitchell Associates","title":"National Educator"}],"url":"https://www.linkedin.com/company/paul-mitchell-associates"}]', '["Tammie Lewko “Molly is one of the best in her craft. She is an expert in many verticals of the salon industry. Molly consistently educates herself on the latest trends in addition to training others on the expertise of color. Molly has a genuine interest in each of her clients and gives them the time and personal attention that is so hard to find in our busy society. I highly recommend Molly not only for her expertise but also for her high integrity and vast knowledge and creativity. Tammie Lewko Commercial Brand Coordinator”","Margit Aaron “Molly is an excellent hair stylist and educator and always a pleasure to work with.”"]']### Assistant: The agent's job is to provide personalized concierge services to his clientele, and today the user is reaching out to the agent because they need assistance with color correction and styling services.
|
### Human: Agent: ['Phillip Seeberg', 'My skills are well suited for a Project Management / Business Analyst position for either a new or established set of applications. I will use my organizational, analytical, and people skills to make sure that the needs of the organization are met. • B2T Certified Business Analyst • 10+ years of project management experience • 5+ years of direct supervisory responsibility of 3 to 5 programmers and analysts • I have designed new applications and integrations of purchased packages into existing systems in the areas of service information, dealer and customer education, and customer surveys. Specialties: Analysis and design of electronic Technical Publications. Training scheduling and management of dealer and customer education. Knowledge and use of SGML, XML and Questionmark Perception', 'Lead Applications Analyst at Navistar', 'Navistar', '[{"company":"Navistar","company_id":"navistar-inc","industry":"Motor Vehicle Manufacturing","location":null,"positions":[{"description":"• Have directed three to five programmer / analysts• Developed web-based tool for dealers to plan the training of their employees and to allow corporate management to verify that dealers were prepared for the launch of a new vehicle.• Cut labor costs by over 25% by adopting an offshore model for development. One onshore and two offshore to replace two onshore.• Led the development of new service related web content that increased page views from 18,000/month in December 1999 to over 3,200,000/month in May 2006.• Implemented Questionmark’s Perception product and integrated it into our existing Learning Management System. This replace print and fax tests with online tests.• Integrated Sales and Parts certification requirements into the LMS which had previously been just Service.• Designed and implemented a system by which a user could upload a file of vehicles that would then cause an alert to be displayed in our service website (ISIS) when someone typed in one of those VINs.","duration":"Jun 2003 - Present 18 years 7 months","duration_short":"18 years 7 months","end_date":"Present","start_date":"Jun 2003","subtitle":"Navistar","title":"Applications Analyst, Lead"},{"description":"• I was the lead analyst on the project to switch our customer survey work from BI to SFI. This led to greater dealer satisfaction with the system and reduced cost to Navistar.• Worked to create an SGML based system for our service manuals. This saved the dealers and Navistar money, because we were able to phase out paper service manuals. I also worked with a vendor to convert existing manuals to the new format.• Created a CD based electronic service manual that is sold to dealers and customers. The content was later converted to HTML and XML. This is still created and distributed quarterly, now on DVD.• Designed an internet version of the electronic service manual and other service related information (called ISIS) making the information more accessible to technicians. This saved the company over $100,000 per year as the alternative was to go with an expensive vendor package.","duration":"Aug 1995 Jun 2003 7 years 11 months","duration_short":"7 years 11 months","end_date":"Jun 2003","start_date":"Aug 1995","subtitle":"Navistar","title":"Senior Staff Specialist"},{"description":"• Designed and implemented an IMS application that allowed dealers to review custom service contracts before performing repairs. This reduced call volumes.• Designed and implemented a number of reports that helped the Customer Service Organization see which dealers were doing a good job in service, and which were not.• Created a system to generate reliability analysis reports based on failed components by model and build month. This allowed reliability engineers to check on the results of vendor changes and other component modifications by seeing how failure rates changed over time.• Designed a number of DB2 database tables and programmed in COBOL, FOCUS, and AWK.","duration":"Jan 1988 Jul 1995 7 years 7 months","duration_short":"7 years 7 months","end_date":"Jul 1995","start_date":"Jan 1988","subtitle":"Navistar","title":"ISS Analyst"}],"url":"https://www.linkedin.com/company/navistar-inc"},{"company":"Kraft Foods","company_id":"mondelezinternational","location":"","positions":[{"description":"Programming and developing inventory and forecasting applications. Programming and developing inventory and forecasting applications.","duration":"Jun 1982 Dec 1987 5 years 7 months","duration_short":"5 years 7 months","end_date":"Dec 1987","start_date":"Jun 1982","subtitle":"Kraft Foods","title":"Systems Analyst"}],"url":"https://www.linkedin.com/company/mondelezinternational"}]', '["Nancy Butler “I have always found Phil to be very knowledgeable and helpful with any task or project we collaborated on.”","Michael Boyle “Phillip is a very effective and supportive manager. I have known Phillip since early 2005 and consider him both a colleague and a friend. Phillip always approaches issues with curiosity, professionalism, and is open to new ideas. He adds value to project teams by always providing a unique perspective and maintains focus on strategic goals. If necessary, Phillip can be detailed oriented and takes pride in every project he manages. He is an excellent role model and mentor and I am proud to have worked with him. He is an asset to any organization or team.”"]']
User: ['Amy Callahan', 'Accomplished cross-functional leader with over 20 years of experience in the Tech industry.', 'Director, Sales Enablement at OpenText', 'OpenText', '[{"company":"OpenText","company_id":"opentext","industry":"Computer Software","location":"Remote","positions":[{"description":"Managing a team of Enablement professionals responsible for providing compelling content and tools that help the field sell more effectively.","duration":"Feb 2021 - Present 7 months","duration_short":"7 months","end_date":"Present","start_date":"Feb 2021","subtitle":"OpenText","title":"Director, Sales Enablement - Strategic Initiatives & Digital Engagement"}],"url":"https://www.linkedin.com/company/opentext"}]', '["“Amy has been a phenomenal peer over this past year. She is an extremely hard worker and always looking to take on more & newer things. While in her role of Product Marketing I worked with her to set up campaigns & net new contact pulls. Amy is very passionate about getting the name of her products out there & always looking for better ways of doing so. She is great to work with and will always look out for your best interest. If you are looking for a team member who is passionate, driven, and willing to try new things Amy is your lady. I have been honored to work with Amy this past year & any team would be lucky to have her on it. ”","“I worked with Amy as a SME on some of the early Agile Marketing Engagements at EMC. Amy is a pleasure to work with. She understands and visualizes the \\"big picture\\" as well as the integrations and process steps needed to achieve the end goal, and was able to lead the team smoothly. She is a fantastic facilitator, keeping all parties on track and on task. I would welcome the opportunity to work with Amy again!”"]']### Assistant: The agent's job is to manage project initiatives and business analysis, and today, the agent is reaching out to the user because they need the user's expertise in product marketing for a strategic sales enablement project.
|
### Human: Agent: ['Karan Nanda', 'Business consulting and technology leader with demonstrated success managing strategic business and technology initiatives for fortune 500 companies in financial services, insurance, CPG and manufacturing industries. Proven background leading global teams, driving profitable growth and delivering lasting value. 16 years of global technology leadership experience in digital transformation, software development, enterprise application support, optimizing customer experiences and collaborating with business stakeholders. Leadership experience of serving on the board of non-profit organizations in the US. Core competencies include:Certified SAFe® 5 Product OwnerAgile, waterfall and hybrid developmentAligning IT strategy and business vision Solution design and implementationDesigning superior customer experiencesDigital applications and productsDigital transformationBusiness AnalysisCustomer journey transformationStakeholder management Leading cross-functional teams Problem solving, process improvements', 'Practice Director at Kforce Inc', 'Kforce Inc', '[{"company":"Kforce Inc","company_id":"kforce","industry":"IT Services and IT Consulting","location":"New York, United States","positions":[{"description":"Kforce Inc. is a $1.3 billion professional staffing and solutions firm, delivering high-value technology solutions to 70% of the Fortune 100. Kforce\'s Advanced Services division delivers managed team and managed service solutions to our clients. Kforce Inc. is a $1.3 billion professional staffing and solutions firm, delivering high-value technology solutions to 70% of the Fortune 100. Kforce\'s Advanced Services division delivers managed team and managed service solutions to our clients.","duration":"Mar 2021 - Present 6 months","duration_short":"6 months","end_date":"Present","start_date":"Mar 2021","subtitle":"Kforce Inc","title":"Practice Director - Advanced Services"}],"url":"https://www.linkedin.com/company/kforce"},{"company":"Prudential Financial","company_id":"prudential-financial","location":"Greater New York City Area","positions":[{"description":"Director, Process Management (Newark, NJ)Executive partner for implementing and managing organization wide strategic technology projects for a 35 MUSD annual strategic budget. Lead a team of business analysts, product owners and User Acceptance Testing to implement strategic technology initiatives across Prudential Retirement. Director, Process Management (Newark, NJ)Executive partner for implementing and managing organization wide strategic technology projects for a 35 MUSD annual strategic budget. Lead a team of business analysts, product owners and User Acceptance Testing to implement strategic technology initiatives across Prudential Retirement.","duration":"Sep 2017 Mar 2021 3 years 7 months","duration_short":"3 years 7 months","end_date":"Mar 2021","start_date":"Sep 2017","subtitle":"Prudential Financial","title":"Director - Strategic Business Initiatives"}],"url":"https://www.linkedin.com/company/prudential-financial"},{"company":"Infosys","company_id":"infosys","location":"New York","positions":[{"description":"• Client Partner for managing the relationship with a Fortune 500 Global CPG client at the CIO and Director level• Responsible for Client Engagement, P&L Management, Revenue growth & new business opportunities, Automation, Innovation and Thought Leadership• Consolidated client’s fragmented IS operations from 120+ suppliers, 17 globally dispersed data centers, 200+ server rooms, 41 service desks and 50+ suppliers managing 450+ applications to Infosys as a partner of choice to drive end to end ownership, reduced business disruptions, agility in IT operations and reduced TCO • Engagement comprised of – Integrated Service Desk, Global IT Infrastructure management, Global Application Development & Maintenance, IT Service Management, Application Portfolio Optimization, Functional Industry Consulting and Robotic Process Automation & Artificial Intelligence• Transformed end user engagement for 25000+ global users from 41 disparate local service desks into 4 global service desks supporting 15 languages• Led multiple business transformation projects across global clients from Retail, CPG, Manufacturing, and Hi-Tech industries• Extensive experience of working as a Lead Solution Architect on Oracle Siebel CRM application and deep understanding of cloud applications such as Oracle Sales Cloud, Salesforce.com, Oracle Service Cloud• Subject Matter Expert in the areas of Inventory & Order Management, Order fulfillment, dynamic pricing, real-time scheduling, mobility and field service processes.• Demonstrated thought leadership through blogs and whitepapers on latest technology trends and application areas• Aligned CRM enhancements to the overall business strategy and roadmap, assisting in scope definition, prioritization, timelines, resources and budget estimation• Re-engineered business processes to increase the productivity of Account payable users, product & order Management team and field service staff by 20%","duration":"Jan 2008 Sep 2017 9 years 9 months","duration_short":"9 years 9 months","end_date":"Sep 2017","start_date":"Jan 2008","subtitle":"Infosys","title":"Associate Director - Client Services"}],"url":"https://www.linkedin.com/company/infosys"},{"company":"Renaissance Development Centre","company_id":null,"location":"Greater Milwaukee Area","positions":[{"description":"Strategic decision making for effective planning and execution of Centre’s goals and operations. Strategic decision making for effective planning and execution of Centre’s goals and operations.","duration":"Feb 2014 Feb 2016 2 years 1 month","duration_short":"2 years 1 month","end_date":"Feb 2016","start_date":"Feb 2014","subtitle":"Renaissance Development Centre","title":"Member Board Of Directors"}],"url":""},{"company":"HCL Technologies","company_id":"hcl-technologies","location":"Noida Area, India","positions":[{"description":"• Business development and sales for IT Application management services and IT Infrastructure solutions• Led sales, account management, customer relationship initiatives, strategic planning and consultative selling to several large and key accounts• Achieved highest sales target for the years 2007- 08 among all Account Managers in the country • Managed a team of 3 Account Managers and 2 Associate Project Managers in defining client engagement strategies for a new service line• Managed complex sales cycles, Lead Generation/Prospecting, Responding to RFP’s and RFI’s and Presentation and Proposal Design","duration":"Jun 2006 Jan 2008 1 year 8 months","duration_short":"1 year 8 months","end_date":"Jan 2008","start_date":"Jun 2006","subtitle":"HCL Technologies","title":"Sr. Manager - Business Development"}],"url":"https://www.linkedin.com/company/hcl-technologies"}]', '["LinkedIn User “I have been working with Karan since early 2011 when we started working together on a CRM Implementation project for one of the Infosys client. We both work in the manufacturing consulting unit of Infosys. Karan has an innate ability to identify problems. Many times, he has found inherent problems or scope for improvement in processes which looked perfectly normal to most people. In my opinion, finding the problem is half the solution and this ability gives him an advantage in understanding and addressing the problem. Another attribute that sets him apart is that he is genuinely passionate about creating value for the clients through his efforts. In the current consulting assignment, Karan’s innovative thinking has had a significant impact on the client organization and strengthened our relationship with the client. After playing a key role in the large CRM implementation for this client, Karan was leading the consulting efforts for solution design and functionality enhancements of various lines of business for the client. He demonstrates thought leadership by writing whitepapers, blogs and case studies to share his knowledge of working on complex projects and innovative solutions. When confronted with difficult situations, Karan displays strong leadership skills exhibiting ability to keep the team focused and motivated. He is an asset to the team, has high standards of integrity and is very well respected within the client community and among his colleagues. ”","Vipin Arora “I had the pleasure of studying along with Karan as a classmate during my MBA at DOMS IIT R . Karan is a very intelligent , hardworking and sincere person . He is an affable gentleman , who is a great team player . He contributed a lot to the Projects we did together at IITR . I wish him grand success in his future endeavours.”"]']
User: ['Don Sparrow', 'Experienced System Engineer with a demonstrated history of working in the information technology and services industry. Strong healthcare services professional skilled in Government, Customer Relationship Management (CRM), IT Strategy, Team Building and data analysis.', 'MITRE Corporation', 'MITRE Corporation', '[{"company":"MITRE Corporation","company_id":null,"location":"Windsor, MD","positions":[{"description":"","duration":"May 2019 - Present 2 years 7 months","duration_short":"2 years 7 months","end_date":"Present","start_date":"May 2019","subtitle":"MITRE Corporation","title":"Principal Systems Engineer"}],"url":""}]', '["Jamil Scott “I can\'t say enough good things about Don. He is an effective leader, and manager. I have worked on several projects with him. He is effective at giving clear direction and letting people accomplish their tasks. It is always a pleasure working for Don.”","Geoffrey Raines “Don has that rare combination of outstanding technical engineering skills combined with strong customer relationship acumen that makes for a successful project engagement. He is also a lot of fun to work with.”"]']### Assistant: The agent's job is to provide business consulting and technology leadership, and today the user is reaching out to the agent because they need assistance with implementing strategic technology projects and CRM solutions for their healthcare services.
|
### Human: Agent: ['Jim Stuckey', 'Former Clemson All-American Defensive End Started more games (40) than any Defensive Lineman in Clemson history.All-time career leader in tackles (314) by a Defensive Lineman in Clemson history.In 1979, presented with "The Order of the Palmetto" by Gov. Richard C. Riley. The highest award given to a citizen of SC.1st Round Draft Pick, San Francisco 49ers.NFL All Rookie Team, 1980Played seven years with the San Francisco 49ers. Won two Super Bowl Championships in 1981 and 1984. Named by Sports Illustrated Top 50 Greatest Athletes of the 20th Century From SC.Currently live in Charleston, SCWork with Kiawah Island Real Estate as a Sales Executive on beautiful Kiawah Island, for 21 years.', 'Sales Executive at Kiawah Island Real Estate', 'Kiawah Island Real Estate', '[{"company":"Kiawah Island Real Estate","company_id":"kiawah-island-real-estate","industry":"Real Estate","location":"Kiawah Island, SC","positions":[{"description":"Former Clemson All-American Defensive End Started more games (40) than any Defensive Lineman in Clemson history.All-time career leader in tackles (314) by a Defensive Lineman in Clemson history.In 1979, presented with \\"The Order of the Palmetto\\" by Gov. Richard C. Riley. The highest award given to a citizen of SC.1st Round Draft Pick, San Francisco 49ers.NFL All Rookie Team, 1980Played seven years with the San Francisco 49ers. Won two Super Bowl Championships in 1981 and 1984. Named by Sports Illustrated Top 50 Greatest Athletes of the 20th Century From SC.Currently live in Charleston, SCWork with Kiawah Island Real Estate as a Sales Executive on beautiful Kiawah Island, for 21 years.","duration":"1996 - Present 25 years","duration_short":"25 years","end_date":"Present","start_date":"1996","subtitle":"Kiawah Island Real Estate","title":"Sales Executive"}],"url":"https://www.linkedin.com/company/kiawah-island-real-estate"}]', '["“I worked with Jim for 10+ years as a realtor at Kiawah and now for the last 7 as an insurance agent on Kiawah. Jim is a true professional. Everyone who knows Jim loves Jim ... Its obvious when you meet Jim that he loves what he does and he\'s very good at it. A trusted advisor to his clients! Robert Phelan”","“I\'ve had the pleasure of working with Jim and his level of knowledge and professionalism are of the highest level. If you are selling or buying real estate on Kiawah Island, he is the person to speak with!”"]']
User: ['Jim Novak', 'Sales / marketing executive with 20+ years of experience building and supporting B2B relationships. Corporate, marketing agency and consulting environment exposure.Specialties: B2B sales support, creative agency management, field sales training content, sales incentive campaigns and ad campaign development', 'Retired at Last', 'Retired', '[{"company":"Retired","company_id":null,"location":"","positions":[{"description":"","duration":"Jan 2015 - Present 6 years 10 months","duration_short":"6 years 10 months","end_date":"Present","start_date":"Jan 2015","subtitle":"Retired","title":"Retired"}],"url":""}]', '["Ben Shaver “It was very easy to work with Jim. He was always organized and always professional. He had excellent project management and communication skills that helped make it easier to do my job.”","Lisa Van Rossum “Jim Novak is a pleasure to work with and for. He is genuine, a straight-forward communicator, upbeat and has creative ideas. There should be more people like him.”"]']### Assistant: The agent's job is to work as a sales executive at Kiawah Island Real Estate, and today, the agent is reaching out to the user because they need assistance with B2B sales support and ad campaign development.
|
### Human: Agent: ['Kristen Cheung', 'Full-stack engineer with a focus on product. USC graduate with a Bachelor of Science in Computer Science and Business Administration.', 'Software Engineer at PayPal', 'PayPal', '[{"company":"PayPal","company_id":"paypal","industry":"Internet Publishing","location":null,"positions":[{"description":"Merchant Onboarding and Activation","duration":"Feb 2021 - Present 8 months","duration_short":"8 months","end_date":"Present","start_date":"Feb 2021","subtitle":"PayPal","title":"Software Engineer II"},{"description":"Merchant ActivationPayPal Shopping","duration":"Aug 2019 Feb 2021 1 year 7 months","duration_short":"1 year 7 months","end_date":"Feb 2021","start_date":"Aug 2019","subtitle":"PayPal","title":"Software Engineer I"}],"url":"https://www.linkedin.com/company/paypal"},{"company":"DocuSign","company_id":"docusign","location":"Greater Seattle Area","positions":[{"description":"• Refactored over 45 build verification tests in Ruby to use new API endpoints, providing a smooth transition to the newest API version.• Implemented a full stack data purge feature in C# and Angular.js to fulfill GDPR requirements and simplify the logistics of the previous account setting: customers can purge their data after an inputted number of days.• Created an algorithm utilizing Kusto to detect anomalous execution times for DocuSign’s in-product reporting. • Refactored over 45 build verification tests in Ruby to use new API endpoints, providing a smooth transition to the newest API version.• Implemented a full stack data purge feature in C# and Angular.js to fulfill GDPR requirements and simplify the logistics of the previous account setting: customers can purge their data after an inputted number of days.• Created an algorithm utilizing Kusto to detect anomalous execution times for DocuSign’s in-product reporting.","duration":"May 2018 Aug 2018 4 months","duration_short":"4 months","end_date":"Aug 2018","start_date":"May 2018","subtitle":"DocuSign","title":"Software Engineer Intern"}],"url":"https://www.linkedin.com/company/docusign"},{"company":"Electronic Arts (EA)","company_id":"electronic-arts","location":"Redwood City","positions":[{"description":"• Built new gameplay editor in JavaScript, Vue.js, and HTML / CSS, extending the Cocos2d game framework, that was then pitched to director-level Electronic Arts leadership.• Rolled out editor for artists to assemble and run scripts, animation, and artwork in interactive game scenes using a GUI, reducing hours of manual work. The editor is now a vital component to Pogo Games’ creation process. • Built new gameplay editor in JavaScript, Vue.js, and HTML / CSS, extending the Cocos2d game framework, that was then pitched to director-level Electronic Arts leadership.• Rolled out editor for artists to assemble and run scripts, animation, and artwork in interactive game scenes using a GUI, reducing hours of manual work. The editor is now a vital component to Pogo Games’ creation process.","duration":"May 2017 Aug 2017 4 months","duration_short":"4 months","end_date":"Aug 2017","start_date":"May 2017","subtitle":"Electronic Arts (EA)","title":"Software Engineering Intern"}],"url":"https://www.linkedin.com/company/electronic-arts"}]', '["Mark Belanger “It was my pleasure to bring Kristen aboard this summer as a software engineer intern. In only twelve short weeks Kristen showed amazing versatility while working on several aspects of our platform. First, she quickly came up to speed on our automated testing framework, fixing existing tests and adding additional test coverage. Next, she built a full-stack product feature, including a new REST API and an enhanced user experience. Finally, Kristen helped to bolster our advanced analytics platform by developing queries to detect and alert on anomalous reporting durations. I was amazed how effortlessly she was able to transition between projects and the enthusiasm she showed in tackling new and complicated challenges. It would be my honor to work with Kristen again and hope to see her back as a full-time member of the team.”","Bilal Aslam “I worked with Kristen at the tail end of her internship at DocuSign. She was introduced to a brand new project in a field she had no experience in previously - analytics and data science. She quickly ramped up on the project and started working with a senior researcher to evaluate different approaches to anomaly detection. To my surprise, she was able to come back with a compelling result within two weeks. Kristen is tenacious, hard-working and smart as a tack. Moreover, she\'s an excellent communicator, something that is rare in the tech field. These qualities will take her far!”"]']
User: ['Ashley Dillon', "Hiring for exciting new opportunities with Dealer's Choice (a Beacon Building Products company). Contact me to ask about current openings!", 'Talent Acquisition Partner at Beacon Building Products', 'Beacon Building Products', '[{"company":"Beacon Building Products","company_id":"beacon-building-products","industry":"Building Materials","location":"","positions":[{"description":"","duration":"Jan 2021 - Present 8 months","duration_short":"8 months","end_date":"Present","start_date":"Jan 2021","subtitle":"Beacon Building Products","title":"Talent Acquisition Partner"}],"url":"https://www.linkedin.com/company/beacon-building-products"},{"company":"BrightStar Care","company_id":"brightstarcare","location":"","positions":[{"description":"","duration":"Jun 2020 Dec 2020 7 months","duration_short":"7 months","end_date":"Dec 2020","start_date":"Jun 2020","subtitle":"BrightStar Care","title":"Scheduling Coordinator"}],"url":"https://www.linkedin.com/company/brightstarcare"},{"company":"Aveanna Healthcare","company_id":"aveanna-healthcare","location":null,"positions":[{"description":"","duration":"Dec 2019 Jun 2020 7 months","duration_short":"7 months","end_date":"Jun 2020","start_date":"Dec 2019","subtitle":"Aveanna Healthcare","title":"Client Service Supervisor"},{"description":"","duration":"Sep 2019 Dec 2019 4 months","duration_short":"4 months","end_date":"Dec 2019","start_date":"Sep 2019","subtitle":"Aveanna Healthcare","title":"Staffing Specialist"}],"url":"https://www.linkedin.com/company/aveanna-healthcare"},{"company":"TransForce","company_id":"transforce","location":"Greater Chicago Area","positions":[{"description":"","duration":"Jun 2018 Aug 2019 1 year 3 months","duration_short":"1 year 3 months","end_date":"Aug 2019","start_date":"Jun 2018","subtitle":"TransForce","title":"Recruiter"}],"url":"https://www.linkedin.com/company/transforce"},{"company":"My Future Consulting, Inc","company_id":"my-future-consulting-inc","location":"Orland Park, IL","positions":[{"description":"-Seek out, research, and screen top talent-Review applications, conduct background checks, and coordinate drug tests-Prepare offer letters for new hires-Schedule phone screens and in-person interviews and provide candidates with all pertinent information in regards to those meetings-Maintain personnel files and other critical employee documents","duration":"Nov 2017 Jun 2018 8 months","duration_short":"8 months","end_date":"Jun 2018","start_date":"Nov 2017","subtitle":"My Future Consulting, Inc","title":"Recruiting Consultant"}],"url":"https://www.linkedin.com/company/my-future-consulting-inc"},{"company":"UroPartners LLC.","company_id":"uropartners-llc.","location":"","positions":[{"description":"• Recruited and screened applicants for various healthcare positions at nearly 40 facilities• Used both passive and active recruiting strategies to find candidates• Conducted orientation and onboarding sessions on a weekly basis• Attended job fairs to acquire new talent and promote the company brand• Assisted the HR team with employee engagement programs• Assigned appropriate training courses to all employees• Created and maintained employee files both digitally and physically• Collaborated with department heads to write job descriptions for new positions• Performed audits as needed, usually for incomplete training courses or acknowledgments for new or updated policies• Responded to user tickets for password resets and account access issues• Planned and orchestrated employee birthday celebrations• Served as a witness and took detailed notes during employee grievance meetings• Tracked benefits eligibility dates for new employees","duration":"Dec 2016 Aug 2017 9 months","duration_short":"9 months","end_date":"Aug 2017","start_date":"Dec 2016","subtitle":"UroPartners LLC.","title":"Human Resources Assistant"}],"url":"https://www.linkedin.com/company/uropartners-llc."},{"company":"Speedway LLC","company_id":"speedway-llc","location":"Hickory Hills, Illinois","positions":[{"description":"• Reviewed applications and resumes for candidate quality• Strategically scheduled appointments with possible candidates for interviews and new hires for orientations• Conducted job interviews and new hire orientations• Traveled to various store locations, corporate offices, and recruiting centers to maintain staffing health and undergo professional development• Attended job fairs to promote employment opportunities","duration":"Dec 2014 Dec 2016 2 years 1 month","duration_short":"2 years 1 month","end_date":"Dec 2016","start_date":"Dec 2014","subtitle":"Speedway LLC","title":"Human Resources Intern"}],"url":"https://www.linkedin.com/company/speedway-llc"}]', '["“I can\'t say enough exquisite things about Ashley Dillon! I was fortunate enough to have Ashley take me under her wing when I first started in my current role as a recruiting coordinator at My Future Consulting and I have truly learned so much from her. Ashley\'s expertise in recruiting and on-boarding, especially when it comes to I-9 compliance, has truly blown me away! I am certain Ashley will continue to do wonders in her current role and everything else she sets out to do in life. ”","“I’ve worked with several recruiters during the course of my career. Some were amazing others were ok but Ashley is by far SPECTACULAR. Ashley is thorough in her screening process, diligent in her understanding of where you were, are and want to be. Above all Ashley BY FAR has the most impeccable communication skills of any recruiter I’ve ever worked with. She keeps you abreast of where you stand with a position she spoke with you about and follows up on next steps. Thank you Ashley and I will recommend you to any future candidate or client!”"]']### Assistant: The agent's job is to recruit top talent for Beacon Building Products. Today, the user is reaching out to the agent because they need assistance with hiring for exciting new opportunities.
|
### Human: Agent: ['Sergi Pons Freixes', "According to my academic curriculum, I am a telecommunications engineer and doctor on Signal Theory and Communications. In practice, I love software development—mostly in Python—and software architecture. Currently, I'm Staff Full Stack Engineer at Qualcomm. I have the pleasure of spending my time at work programming in Python, architecting systems and discussing technological challenges with my peers. During my master's degree in Telecommunications Engineering, I engaged in part-time research in the Department of Signal Theory and Communications at the Polytechnic University of Catalonia, with the design and development of a low-cost hyperspectral in-situ sensor. This experience stimulated me to start a Ph.D. in the same department. I obtained a grant from the Spanish National Research Council and performed my predoctoral training at the Marine Technology Unit in Barcelona. During this time I graduated for a Master of Advanced Studies and lead and supervised master theses of other university students while continuing my research on low-cost solutions oriented to increase the observational capabilities for marine/oceanographic biological information systems. In 2011, I gained a fellowship from the Spanish Ministry of Economy and Competitiveness, to expand my experience in international scientific organisms. With it, I moved to the European Space Agency facilities in Italy, where I worked in assessing the viability of remote sensing coral monitoring. During my stay, I gained a contractor position in RHEA_ as Performance Simulation Engineer for the Sentinel 3 satellite project at the European Space Agency facilities in the Netherlands. I was responsible for the operation and maintenance of the simulators and data processors. In January 2015 I moved to San Diego, California, where I finished my Ph.D. In August of the same year, I took a turn on my career and moved to the web development field. I started working as a Software Engineer at Eastridge Workforce Solutions, building the backend of a vendor management system. In 2018 I was promoted to Engineer Lead, and in 2019 to Engineering Manager. In May 2021 I joined Qualcomm looking for new challenges to keep me growing professionally. I look back and it's a humbling experience to see how much I have learned during all these years because that's just proof of how much there is still in front of me to learn and improve.", 'Staff Full Stack Engineer at Qualcomm', 'Qualcomm', '[{"company":"Qualcomm","company_id":"qualcomm","industry":"Wireless Services","location":"San Diego, California, United States","positions":[{"description":"","duration":"Mar 2021 - Present 1 year 5 months","duration_short":"1 year 5 months","end_date":"Present","start_date":"Mar 2021","subtitle":"Qualcomm","title":"Staff Full Stack Engineer"}],"url":"https://www.linkedin.com/company/qualcomm"},{"company":"Eastridge Workforce Solutions","company_id":"eastridge-workforce-solutions","location":null,"positions":[{"description":"Responsibilities:- Ensure the Eastridge Cloud scalability, stability and availability.- Be responsible for optimizing the Eastridge Cloud performance.- Determine the best practices for code quality.- Design and build modular applications and APIs.- Improve efficiency and clear roadblocks for software engineers to achieve their peak performance.- Create, delegate, coordinate, and prioritize development tasks.- Meet with internal and external clients to understand their needs and business objectives.","duration":"Sep 2018 Mar 2021 2 years 7 months","duration_short":"2 years 7 months","end_date":"Mar 2021","start_date":"Sep 2018","subtitle":"Eastridge Workforce Solutions","title":"Engineering Manager"},{"description":"Same duties as a Software Engineer, with the additional responsibilities:- First responder to engineering requests, bugs and alerts- Creation, delegation, prioritization and coordination of engineering tasks- Responsible for code quality- Deployment of code to QA and production systems","duration":"Mar 2016 Sep 2018 2 years 7 months","duration_short":"2 years 7 months","end_date":"Sep 2018","start_date":"Mar 2016","subtitle":"Eastridge Workforce Solutions","title":"Lead Engineer"},{"description":"Responsible for designing and building modular applications and RESTful APIs using:- Python web frameworks (Pyramid)- SQL object-relational mappers (SQLAlchemy)- Version control systems (Git with Gitflow)- Collaborating with front-end engineers","duration":"Aug 2015 Feb 2016 7 months","duration_short":"7 months","end_date":"Feb 2016","start_date":"Aug 2015","subtitle":"Eastridge Workforce Solutions","title":"Python Software Engineer"}],"url":"https://www.linkedin.com/company/eastridge-workforce-solutions"},{"company":"RHEA","company_id":"rheagroup","location":"Netherlands","positions":[{"description":"Expert on the System Performance Simulator and the Ground Processor Prototype for the Sentinel 3 satellite from the European Space Agency Expert on the System Performance Simulator and the Ground Processor Prototype for the Sentinel 3 satellite from the European Space Agency","duration":"Jan 2013 Dec 2014 2 years","duration_short":"2 years","end_date":"Dec 2014","start_date":"Jan 2013","subtitle":"RHEA","title":"Junior Performance Simulation Engineer"}],"url":"https://www.linkedin.com/company/rheagroup"},{"company":"European Space Agency","company_id":"european-space-agency","location":"Italy","positions":[{"description":"Assess the viability of remote sensing coral reef monitoring at the Earth Observation Exploitation and Services Division. Assess the viability of remote sensing coral reef monitoring at the Earth Observation Exploitation and Services Division.","duration":"Jun 2011 Dec 2012 1 year 7 months","duration_short":"1 year 7 months","end_date":"Dec 2012","start_date":"Jun 2011","subtitle":"European Space Agency","title":"Spanish Trainee"}],"url":"https://www.linkedin.com/company/european-space-agency"},{"company":"Marine Technology Unit (UTM, CSIC)","company_id":"unidad-tecnolog-a-marina-utm-csic-","location":"Spain","positions":[{"description":"Design and development of hardware and software for embedded systems and hyperspectral sensors.Design and development of software for workstations (data processing, data visualization).Simulation of hyperspectral scenarios with a radiative transfer numerical model.Collaboration on several research projects funded by the Spanish National Research Council and the Spanish Ministry of Education and ScienceSupervision of Master Thesis\' Design and development of hardware and software for embedded systems and hyperspectral sensors.Design and development of software for workstations (data processing, data visualization).Simulation of hyperspectral scenarios with a radiative transfer numerical model.Collaboration on several research projects funded by the Spanish National Research Council and the Spanish Ministry of Education and ScienceSupervision of Master Thesis\'","duration":"Feb 2006 May 2011 5 years 4 months","duration_short":"5 years 4 months","end_date":"May 2011","start_date":"Feb 2006","subtitle":"Marine Technology Unit (UTM, CSIC)","title":"Assistant Researcher"}],"url":"https://www.linkedin.com/company/unidad-tecnolog-a-marina-utm-csic-"},{"company":"Universitat Politècnica de Catalunya","company_id":"universitat-politecnica-de-catalunya","location":"Spain","positions":[{"description":"Development of hardware and software for workstations, embedded systems and hyperspectral sensors. Development of hardware and software for workstations, embedded systems and hyperspectral sensors.","duration":"2004 2006 2 years","duration_short":"2 years","end_date":"2006","start_date":"2004","subtitle":"Universitat Politècnica de Catalunya","title":"Assistant Researcher"}],"url":"https://www.linkedin.com/company/universitat-politecnica-de-catalunya"}]', '["Jaume Piera “I have known Sergi Pons, as a student at Technical University of Catalonia (UPC) and as researcher at the Marine Technology Unit (UTM-CSIC). My involvement with Sergi has made me particularly familiar with his background and experience. During his activity as student, he was one of the best engineers developers I could supervise, and now he is one of the best young researchers in terms of potential for research, dedication, knowledge and approach to solving complex problems. He is ready to take the initiative, is specific in his questions and shows remarkable intellectual curiosity. He can work independently in a self-motivated way. During our discussions, he has been very proficient in getting his thoughts and ideas across.”","Bernd Seitz “In preparation for the Copernicus Sentinel-3 Commissioning phase we are currently setting up a hardware and software infrastructure allowing us to validate the Sentinel-3 instruments and first level of data products. The basis of this infrastructure are simulators for the instruments on-board Sentinel-3 and prototype simulators for the level 1 data processing chains. Sentinel-3 carries two optical instruments, OLCI (Ocean and Land colour instrument) and SLSTR (Sea and Land surface temperature) and SRAL (SAR Radar altimeter). SRAL is supported by a two channel microwave radiometer (for wet tropospheric range delay correction) and a package of instruments (a GPS receiver, a laser retro-reflector and a Doppler Orbit and Radio Positioning Integration by Satellite (DORIS) system) that provide a Precise Orbit Determination (POD) of the satellite. Sergi is responsible for the operation and control of the hardware and software infrastructure of the simulators and processors, for the corrective and evolutive maintenance to be applied and for the support to the analyses to be performed. This requires planning, executing and evaluating the output of data generation and processing tasks, and the development of any helper tool and software useful for the related activities. Sergi is a very competent engineer and his contributions are very useful. He is open to provide support whenever needed. His friendly character is very much appreciated.”"]']
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 manage events for a healthcare organization, and today the agent is reaching out to the user to discuss the details and logistics of an upcoming conference.
|
### Human: Agent: ['Jorge Neyra', "Machine learning experience:- Experience training traditional machine learning and deep learning models for predicting chemical activity (QSAR modeling)- Experience using Azure machine learning for automating model training and hyper-parameter tuning- Experience developing and deploying web API’s to expose machine learning models- Completing a master’s degree in data science where I’m learning and gaining experience in theconcepts of linear regression, classification, neural networks, data preprocessing, cross validation, etc. and where I’m using the most popular python libraries for ML (numpy, scikit-learn, pandas, matplotlib, tensorlflow, keras, and pytorch)Database experience:- Intermediate SQL querying language and SQL Server management.Cloud experience:- Very comfortable in the Azure environment- Deployed countless applications on Azure- Experience using Azure cognitive services- Experience with Azure ml- Experience with basic Azure services like storage (Blobs) and database hosting (SQL)Client-side (browser) development experience:- AngularJS (1.*), Angular (2.*, 4.*, 6.*, 8.*), Angular CLI, JavaScript, Typescript, Gulp, Webpack, and most common JavaScript libraries.Server-side development experience:- Python Flask- ASP.NET, ASP.NET Core, .NET Web API, C#, Entity Framework, OWIN Oauth, and very basic Node (enough to set up a web server that serves static files).Devops experience:- I can set up continuous integration for a web application on Azure using Kudu- Beginner knowledge of containerization with Docker.If you're a recruiter, please consider the following before contacting me:- I’m only interested in opportunities that involve machine learning and/or data science (if you’re unsure what I mean, just read this article: https://www.reworked.co/information-management/what-do-machine-learning-engineers-do-anyway/)- If the position is located more than 10 miles away from Germantown, MD it must be a remote (or mostly remote) position- I have not done any .NET development in over 2 years so I’m kind of rusty", 'Machine Learning Engineer', 'Somatus', '[{"company":"Somatus","company_id":"somatus","industry":"Hospital & Health Care","location":"Washington DC-Baltimore Area","positions":[{"description":"","duration":"Oct 2021 - Present 2 months","duration_short":"2 months","end_date":"Present","start_date":"Oct 2021","subtitle":"Somatus","title":"Machine Learning Engineer"}],"url":"https://www.linkedin.com/company/somatus"},{"company":"Axle Informatics","company_id":"axle-informatics","location":"Rockville, Maryland","positions":[{"description":"- Machine learning benchmarking- ADME model deployment- ginas project/GSRS app at NCATS (NIH)- RaMP DB - Machine learning benchmarking- ADME model deployment- ginas project/GSRS app at NCATS (NIH)- RaMP DB","duration":"Jul 2018 Oct 2021 3 years 4 months","duration_short":"3 years 4 months","end_date":"Oct 2021","start_date":"Jul 2018","subtitle":"Axle Informatics","title":"Developer"}],"url":"https://www.linkedin.com/company/axle-informatics"},{"company":"3Advance","company_id":"3advance","location":"Washington D.C. Metro Area","positions":[{"description":"","duration":"Apr 2013 Jul 2018 5 years 4 months","duration_short":"5 years 4 months","end_date":"Jul 2018","start_date":"Apr 2013","subtitle":"3Advance","title":"Developer"}],"url":"https://www.linkedin.com/company/3advance"},{"company":"Westat (Quadrant)","company_id":"westat","location":"Rockville, MD","positions":[{"description":"","duration":"Sep 2012 Apr 2013 8 months","duration_short":"8 months","end_date":"Apr 2013","start_date":"Sep 2012","subtitle":"Westat (Quadrant)","title":"IT Purchasing Agent"}],"url":"https://www.linkedin.com/company/westat"},{"company":"Marriott International","company_id":"marriott-international","location":"","positions":[{"description":"","duration":"Jun 2006 Aug 2012 6 years 3 months","duration_short":"6 years 3 months","end_date":"Aug 2012","start_date":"Jun 2006","subtitle":"Marriott International","title":"Sr. Technology Purchasing Analyst"}],"url":"https://www.linkedin.com/company/marriott-international"},{"company":"BB&T","company_id":"bb&t","location":"","positions":[{"description":"","duration":"Sep 2002 Jun 2006 3 years 10 months","duration_short":"3 years 10 months","end_date":"Jun 2006","start_date":"Sep 2002","subtitle":"BB&T","title":"Business Services Assistant"}],"url":"https://www.linkedin.com/company/bb&t"}]', '["David Warner “After 35 years in this business, Jorge is a serious Up and Comer in my book in DATA Science and related Dev efforts. One of the most impressive young men I\'ve met. Give him a Serious evaluation and hire him.”","Paul Murphy “Jorge is a one-in-a-kind individual. He was our first hire at 3Advance and he set the standard for everyone else that followed. He is thoughtful, dedicated and skilled in everything he turns his hand to. As someone with a passion for learning, this means he covers a lot of ground. Even though he’s moved on from 3Advance, I continue to watch his progress and celebrate his continued success. Professionally and personally, Jorge is someone you want around.”"]']
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 work as a Machine Learning Engineer. Today, the agent is reaching out to the user because they need assistance with implementing innovative billing processes using machine learning algorithms to improve efficiency and accuracy in legal billing at their organization.
|
### Human: Agent: ['Arlene Sanchez', 'A global marketing leader, experienced in matrix organizations and collaborative work with senior executives in different regions – Asia, Europe, Middle East, and North America. Strong business development skills, negotiate strategic partnerships with international and regional industry partners and banks. Deep understanding of cultural differences and the ability to apply knowledge in programmatic and business interactions. A seasoned results-oriented professional with excellent balance of strategic acumen and operational execution. Experienced working for B2B and B2C covering non-profit, financial, retail and healthcare industries. Real Estate Professional:Licensed MN realtor specializing in residential homes, investment/rental properties, and new construction homes. Certified short sale and foreclosure resource.Areas of Expertise: Strategic marketing, conference program development, event management, product management, marketing communications, project management, branding. Industry Focus: healthcare, non-profit, association management, retail, financial services industries.', 'Vice President, Marketing & Events at American Bankers Association', 'American Bankers Association', '[{"company":"American Bankers Association","company_id":"american-bankers-association","industry":"Banking","location":null,"positions":[{"description":"","duration":"Apr 2018 - Present 3 years 5 months","duration_short":"3 years 5 months","end_date":"Present","start_date":"Apr 2018","subtitle":"American Bankers Association","title":"Vice President of Marketing & Events, BAFT"},{"description":"","duration":"Jun 2015 Mar 2018 2 years 10 months","duration_short":"2 years 10 months","end_date":"Mar 2018","start_date":"Jun 2015","subtitle":"American Bankers Association","title":"Sr. Director of Marketing, BAFT"},{"description":"","duration":"Feb 2013 Jun 2015 2 years 5 months","duration_short":"2 years 5 months","end_date":"Jun 2015","start_date":"Feb 2013","subtitle":"American Bankers Association","title":"Director of Marketing, BAFT"}],"url":"https://www.linkedin.com/company/american-bankers-association"},{"company":"Keller Williams Realty","company_id":"keller-williams-realty-inc","location":"Apple Valley, MN","positions":[{"description":"","duration":"2003 - Present 18 years","duration_short":"18 years","end_date":"Present","start_date":"2003","subtitle":"Keller Williams Realty","title":"Realtor"}],"url":"https://www.linkedin.com/company/keller-williams-realty-inc"},{"company":"ARC","company_id":"arc","location":"Arlington, VA","positions":[{"description":"","duration":"Mar 2012 Dec 2012 10 months","duration_short":"10 months","end_date":"Dec 2012","start_date":"Mar 2012","subtitle":"ARC","title":"Marketing Operations Manager"}],"url":"https://www.linkedin.com/company/arc"},{"company":"American Academy of Neurology","company_id":"american-academy-of-neurology","location":"St. Paul, MN","positions":[{"description":"Manage the marketing and project management department for the American Academy of Neurology. Indirectly manage design and production teams. Closely work with web manager for consistent member marketing messages online. Responsible for developing and implementing all strategic marketing plans for members and other neurology professionals, including the Academy’s Annual Meeting and regional conference, membership retention and recruitment, Maintenance of Certification (including CME) programs, Guidelines and Practice Management/Medical Economics programs, Foundation and Advocacy marketing. Manage staff of 6 marketing managers, writers and project manager.","duration":"2005 Mar 2012 7 years","duration_short":"7 years","end_date":"Mar 2012","start_date":"2005","subtitle":"American Academy of Neurology","title":"Associate Director, Strategic Marketing"}],"url":"https://www.linkedin.com/company/american-academy-of-neurology"},{"company":"Metris Companies","company_id":"metris-companies","location":"","positions":[{"description":"Developed and executed strategic marketing plans to acquire new card members, increase online usage of existing card members and improve cost savings. Managed online partnerships and projects. Developed, implemented and managed multiple web sites. Managed staff of 8 and department budget of up to $4M. Developed and executed strategic marketing plans to acquire new card members, increase online usage of existing card members and improve cost savings. Managed online partnerships and projects. Developed, implemented and managed multiple web sites. Managed staff of 8 and department budget of up to $4M.","duration":"2000 2003 3 years","duration_short":"3 years","end_date":"2003","start_date":"2000","subtitle":"Metris Companies","title":"Sr. Director, Ecommerce Marketing"}],"url":"https://www.linkedin.com/company/metris-companies"},{"company":"Damark International","company_id":null,"location":"Minneapolis, MN","positions":[{"description":"Developed and implemented marketing strategies to drive traffic and sales to www.damark.com site. Negotiated business relationships with various online and offline partners. Managed staff of two and budget to generate $15M in sales. Developed and implemented marketing strategies to drive traffic and sales to www.damark.com site. Negotiated business relationships with various online and offline partners. Managed staff of two and budget to generate $15M in sales.","duration":"1999 2000 1 year","duration_short":"1 year","end_date":"2000","start_date":"1999","subtitle":"Damark International","title":"Ecommerce Marketing Manager"}],"url":""},{"company":"US Bank","company_id":null,"location":"St. Paul, MN","positions":[{"description":"Product manager for private label online banking product line. Managed vendor relationships. Developed and implemented product line strategies to increase both new customers and retention of existing customers. Managed marketing communication plan and execution for business to business and business to consumer online banking product suite. Managed $500K budget. Product manager for private label online banking product line. Managed vendor relationships. Developed and implemented product line strategies to increase both new customers and retention of existing customers. Managed marketing communication plan and execution for business to business and business to consumer online banking product suite. Managed $500K budget.","duration":"Jan 1998 Dec 1999 2 years","duration_short":"2 years","end_date":"Dec 1999","start_date":"Jan 1998","subtitle":"US Bank","title":"Online Marketing and Product Manager"}],"url":""},{"company":"Target","company_id":"target","location":null,"positions":[{"description":"Managed P&L of the Target Guest Card. Developed and implemented in-store marketing programs to acquire new card members. Negotiated contracts and managed vendors and agency relationships. Managed staff.","duration":"1997 1998 1 year","duration_short":"1 year","end_date":"1998","start_date":"1997","subtitle":"Target","title":"Credit Marketing Supervisor"},{"description":"Consultant to buying departments and vendors on Target vendor logistics and Floor Ready program requirements. Promoted and trained vendors and employees on Floor Ready requirements, UPC guidelines and data integrity. Managed staff.","duration":"1994 1997 3 years","duration_short":"3 years","end_date":"1997","start_date":"1994","subtitle":"Target","title":"Product Prep Analyst"},{"description":"Managed $80M in product sales for Men\'s Wovens and Men\'s Knits departments. Managed product assortment, presentation, advertising, and merchandising. Executed sales, open to buy and inventory forecasts and plans.","duration":"Jan 1990 1994 4 years","duration_short":"4 years","end_date":"1994","start_date":"Jan 1990","subtitle":"Target","title":"Sr. Merchandise Analyst"}],"url":"https://www.linkedin.com/company/target"}]', '["Siu Lee “Arlene and I had worked together at American Academy of Neurology more than 6 years. She is a consummate professional and a master at developing marketing plans that leverages consumer insights with a clients business strategy. I would recommend Arlene for all phases of product development. Arlene is one of those rare individuals who has the ability to understand both the big picture from a marketing standpoint, while at the same time, managing the details in the creative approach. She is a great team player as well as an effective leader. As a marketing manager, Arlene takes an analytical approach to problem solving which results in solid creative solutions that are both aesthetically pleasing and strategically on target.”","Tim Baker “I worked with Arlene in the E-commerce group at Metris, and found her to be a great business partner. She is smart and savvy and did a great job leading all of the brand management initiatives supporting our e-commerce efforts. Arlene was very focused and worked hard, but had a good sense of humor and was fun to work with. I strongly recommend Arlene as an experienced and polished marketing professional.”"]']
User: ['Don Sparrow', 'Experienced System Engineer with a demonstrated history of working in the information technology and services industry. Strong healthcare services professional skilled in Government, Customer Relationship Management (CRM), IT Strategy, Team Building and data analysis.', 'MITRE Corporation', 'MITRE Corporation', '[{"company":"MITRE Corporation","company_id":null,"location":"Windsor, MD","positions":[{"description":"","duration":"May 2019 - Present 2 years 7 months","duration_short":"2 years 7 months","end_date":"Present","start_date":"May 2019","subtitle":"MITRE Corporation","title":"Principal Systems Engineer"}],"url":""}]', '["Jamil Scott “I can\'t say enough good things about Don. He is an effective leader, and manager. I have worked on several projects with him. He is effective at giving clear direction and letting people accomplish their tasks. It is always a pleasure working for Don.”","Geoffrey Raines “Don has that rare combination of outstanding technical engineering skills combined with strong customer relationship acumen that makes for a successful project engagement. He is also a lot of fun to work with.”"]']### Assistant: The agent's job is to conduct market research and identify potential clients; today, the agent is reaching out to the user because they need to gather information about the user's organization's IT strategy and explore potential collaboration opportunities in the healthcare industry.
|
### Human: Agent: ['Tina Harrison', '32 years of residential mortgage lending experience beginning with consumer finance in the 1980s/ Vast experience with wholesale and retail mortgage lending/ Demonstrate continuing self-education of changing facets in the mortgage industry including compliance, legal, operations, products (FHA, VA, USDA, conventional, non-conforming), marketing, IT & LOS systems/ Successful networking with loan officers, Realtors, borrowers, industry vendors/ Successful social networking with quantifiable results as a mortgage loan originator/ Established reputation as a positive resource to other industry professionals /Able to administer successful management and marketing strategies tailored to the needs of specific organizations/ Strong relationships with senior management/ Excel as a liaison between operations and sales/ /Develop and design material for training sales and operations/ Diplomatic leadership skills/ Ability to learn and implement the latest technology /Excellent communication skills with presentations and verbal and written accompaniments/ Organized, dependable and self-motivated/Certified to teach continuing education to Realtors and Loans OfficersSpecialties: banking, ceo, credit, credit analysis, customer service, finance, financial, leadership training, legal, marketing, microsoft money, microsoft office, reports, retail, sales, mentoring', 'Certified Mortgage Advisor at Acopia Home Loans, FL, GA, LA, AL, NC', 'Acopia Home Loans', '[{"company":"Acopia Home Loans","company_id":"acopia-home-loans","industry":"Financial Services","location":null,"positions":[{"description":"While serving the mortgage industry for 30 years I financed my college education. My experience includes positions in operations and sales. My passion is working directly with consumers as a loan originator.I am privileged to work with my clients during the most important purchase of their lifetime subsequently developing life-long friendships. Home purchases and refinances are centered around our most important life events. Because I believe in being a student of my industry, I have served on boards and held committee chairmanships in several industry organizations including The Mortgage Bankers Association of Georgia, National Association of Professional Mortgage Women and The Atlanta Board of Realtors. My goal is to provide a seamless, comfortable experience for my clients. We survive in this business because of referrals from happy clients.Reach out to me if you have any further questions regarding your mortgage or my credentials.","duration":"Jan 2012 - Present 9 years 8 months","duration_short":"9 years 8 months","end_date":"Present","start_date":"Jan 2012","subtitle":"Acopia Home Loans","title":"Certified Mortgage Advisor, licensed in GA, FL, LA, AL, NC"},{"description":"Responsible for developing and implementing standard, evolving training programs for retail sales and operations positions. Design and distribute relevant training materials for Branch Managers, Loan Officers, Processors, Underwriters and Closers. Facilitate webinars for Acopia\'s Loan Origination Systems, Partner Marketing Systems and various internet based partner sites. Incorporating dual training modules with Xinnix, Ameritrain and other industry approved educational resources. Providing guideline content in conjunction with marketing and compliance for branding AHL. Develop and teach classes to Georgia Realtors for Continuing Education credits. Certified to teach pre-licensing education and continuing education to Mortgage Loan OriginatorsLicensed to Originate in Louisiana and Georgia","duration":"Jan 2012 - Present 9 years 8 months","duration_short":"9 years 8 months","end_date":"Present","start_date":"Jan 2012","subtitle":"Acopia Home Loans","title":"Corporate Training Officer and Licensed Mortgage Loan Originator #861103 (GA, FL, LA)"}],"url":"https://www.linkedin.com/company/acopia-home-loans"},{"company":"Real Estate Resources Academy","company_id":"real-estate-resources-academy","location":"Greater Atlanta Area","positions":[{"description":"Certified to teach continuing education to Georgia real estate agents. On-site classes availablehttps://www.reracademy.com/agents/tina-harrison/ Certified to teach continuing education to Georgia real estate agents. On-site classes availablehttps://www.reracademy.com/agents/tina-harrison/","duration":"Jan 2012 - Present 9 years 8 months","duration_short":"9 years 8 months","end_date":"Present","start_date":"Jan 2012","subtitle":"Real Estate Resources Academy","title":"Instructor"}],"url":"https://www.linkedin.com/company/real-estate-resources-academy"},{"company":"Mortgage Bankers Association","company_id":"mortgage-bankers-association","location":"Georgia","positions":[{"description":"EFX Convention Committee, Lend-A-Hand Committee, Membership Committee, Responsible for documenting GAMB and AMBA activities on Social Media. Serving on the Board of Governors for Georgia District 2.http://www.mbag.org/http://www.atlantamba.org/ EFX Convention Committee, Lend-A-Hand Committee, Membership Committee, Responsible for documenting GAMB and AMBA activities on Social Media. Serving on the Board of Governors for Georgia District 2.http://www.mbag.org/http://www.atlantamba.org/","duration":"Jan 2000 - Present 21 years 8 months","duration_short":"21 years 8 months","end_date":"Present","start_date":"Jan 2000","subtitle":"Mortgage Bankers Association","title":"Member"}],"url":"https://www.linkedin.com/company/mortgage-bankers-association"},{"company":"Atlanta Board of REALTORS","company_id":"atlantarealtors","location":"","positions":[{"description":"Served on the Trade Show Committee Served on the Trade Show Committee","duration":"Jan 2008 - Present 13 years 8 months","duration_short":"13 years 8 months","end_date":"Present","start_date":"Jan 2008","subtitle":"Atlanta Board of REALTORS","title":"Member"}],"url":"https://www.linkedin.com/company/atlantarealtors"},{"company":"National Association of Professional Mortgage Women","company_id":"national-napmw","location":"Metro Atlanta","positions":[{"description":"Served on the Board of Directors and Chaired several committeeshttps://www.napmw.org/ Served on the Board of Directors and Chaired several committeeshttps://www.napmw.org/","duration":"Apr 1996 - Present 25 years 5 months","duration_short":"25 years 5 months","end_date":"Present","start_date":"Apr 1996","subtitle":"National Association of Professional Mortgage Women","title":"Director, Member, Chairperson"}],"url":"https://www.linkedin.com/company/national-napmw"},{"company":"Ameritrain Mortgage Institute","company_id":"ameritrain-mortgage-institute","location":"Atlanta, GA","positions":[{"description":"Certified to teach Pre-Licensing and Continuing Education to Mortgage Loan Originators in all states per NMLS standards Certified to teach Pre-Licensing and Continuing Education to Mortgage Loan Originators in all states per NMLS standards","duration":"Dec 2012 Dec 2015 3 years 1 month","duration_short":"3 years 1 month","end_date":"Dec 2015","start_date":"Dec 2012","subtitle":"Ameritrain Mortgage Institute","title":"Instructor"}],"url":"https://www.linkedin.com/company/ameritrain-mortgage-institute"},{"company":"Mortgage Brokers Association of Georgia","company_id":null,"location":"Metro Atlanta","positions":[{"description":"","duration":"Jan 1996 Aug 2011 15 years 8 months","duration_short":"15 years 8 months","end_date":"Aug 2011","start_date":"Jan 1996","subtitle":"Mortgage Brokers Association of Georgia","title":"Board Member & Chairperson"}],"url":""},{"company":"Crescent Mortgage Company","company_id":"crescent-mortgage","location":"Greater Atlanta Area","positions":[{"description":"","duration":"Jan 2009 Sep 2010 1 year 9 months","duration_short":"1 year 9 months","end_date":"Sep 2010","start_date":"Jan 2009","subtitle":"Crescent Mortgage Company","title":"Administrative"}],"url":"https://www.linkedin.com/company/crescent-mortgage"},{"company":"New South Federal Savings Bank","company_id":"new-south-federal-savings-bank","location":"","positions":[{"description":"Loan officer for a retail mortgage bank lending in several states..government loans, conventional loans and non-conforming loans...Developing business from realtors, builders, trade organization contacts and personal referrals Loan officer for a retail mortgage bank lending in several states..government loans, conventional loans and non-conforming loans...Developing business from realtors, builders, trade organization contacts and personal referrals","duration":"Sep 2008 Jan 2009 5 months","duration_short":"5 months","end_date":"Jan 2009","start_date":"Sep 2008","subtitle":"New South Federal Savings Bank","title":"Loan Officer"}],"url":"https://www.linkedin.com/company/new-south-federal-savings-bank"},{"company":"Ideal Mortgage Bankers","company_id":null,"location":"","positions":[{"description":"FHA lender with the ability to offer consultant fees to brokers who are not approved to close FHA loans. We will soon have the ability to offer reverse mortgages and Clone loans. The clone loans offer higher loan amounts than HUD allows under the same guidelines and it a proprietary product of Ideal Mortgage Bankers a division of Lend America. FHA lender with the ability to offer consultant fees to brokers who are not approved to close FHA loans. We will soon have the ability to offer reverse mortgages and Clone loans. The clone loans offer higher loan amounts than HUD allows under the same guidelines and it a proprietary product of Ideal Mortgage Bankers a division of Lend America.","duration":"Feb 2008 Jul 2008 6 months","duration_short":"6 months","end_date":"Jul 2008","start_date":"Feb 2008","subtitle":"Ideal Mortgage Bankers","title":"Account Executive"}],"url":""},{"company":"Indymac Bank","company_id":"indymac-bank","location":"","positions":[{"description":"Established wholesale and correspondent relationships in the Metro Atlanta market Certified to sell Reverse Mortgages, Commercial loans, Construction loans, HELOCs, FHA, Fannie Mae, Dynamic Line, Alt A preferred and Jumbo Loans/IndyMac Bank, F.S.B. operates as a hybrid thrift/mortgage banker. It provides financing for the acquisition, development, and improvement of single-family homes, as well as financing secured by single-family homes and other banking products to facilitate consumers’ personal financial goals. IndyMac Bank, F.S.B also offers Web-enhanced banking services, including deposits, competitive certificates of deposits, and money market accounts, as well as online bill payment services. The company was founded in 1936 and is based in Pasadena, California. IndyMac Bank, F.S.B. operates as a subsidiary of IndyMac Bancorp, Inc.","duration":"Sep 2007 Jan 2008 5 months","duration_short":"5 months","end_date":"Jan 2008","start_date":"Sep 2007","subtitle":"Indymac Bank","title":"Business Development Manager"}],"url":"https://www.linkedin.com/company/indymac-bank"},{"company":"Option One Mortgage Corporation","company_id":null,"location":"Georgia","positions":[{"description":"Developed and expanded wholesale and correspondent relationships in the Metro Atlanta marketAdded 200 plus accounts since the beginning of my employmentFundings increased 300% from prior Account Executive in the same territorySelected as one of 25 account executives (from 500) to work as part of team to design and implement a new, more cost effective way of originating loans (offshored process to India)Proficient in the use of Microsoft Office programs and the internet Residential Money Centers, GMAC","duration":"Oct 2000 Aug 2007 6 years 11 months","duration_short":"6 years 11 months","end_date":"Aug 2007","start_date":"Oct 2000","subtitle":"Option One Mortgage Corporation","title":"Account Executive/ Territory Manager"}],"url":""},{"company":"NCS Mortgage, LLC","company_id":null,"location":"","positions":[{"description":"Designed and Developed polices and procedures for the Banking and Finance DivisionSupervised sales force who trained conforming brokers and small community banks to originate non-conforming loans in four states Designed and Developed polices and procedures for the Banking and Finance DivisionSupervised sales force who trained conforming brokers and small community banks to originate non-conforming loans in four states","duration":"Apr 1996 Nov 1999 3 years 8 months","duration_short":"3 years 8 months","end_date":"Nov 1999","start_date":"Apr 1996","subtitle":"NCS Mortgage, LLC","title":"Account Executive/ Sales Director"}],"url":""},{"company":"Advanta Mortgage Corp","company_id":"advanta-mortgage-corp","location":"","positions":[{"description":"Developed business through wholesale broker relationships Developed business through wholesale broker relationships","duration":"Nov 1995 Apr 1996 6 months","duration_short":"6 months","end_date":"Apr 1996","start_date":"Nov 1995","subtitle":"Advanta Mortgage Corp","title":"Account Executive"}],"url":"https://www.linkedin.com/company/advanta-mortgage-corp"},{"company":"Equicredit Corporation","company_id":null,"location":"","positions":[{"description":"Assisted in the management of loan processing teamDeveloped business with current customer retail base and broker wholesale relationships Assisted in the management of loan processing teamDeveloped business with current customer retail base and broker wholesale relationships","duration":"Apr 1995 Nov 1995 8 months","duration_short":"8 months","end_date":"Nov 1995","start_date":"Apr 1995","subtitle":"Equicredit Corporation","title":"Account Executive/ Assistant Manager"}],"url":""},{"company":"Fleet Finance, Inc","company_id":null,"location":"Georgia","positions":[{"description":"Managed 19 corporate customer service representatives serving 127 branches in 27 states for a $2.4 billion consumer and mortgage lending companyHandled special projects assigned by CEO and legal department that involved alleged violations of The Equal Credit Opportunity Act, Truth in Lending, and The Fair Credit Reporting ActSupervised projects involving loans in the various lawsuits through the State of Georgia; in Valdosta retail branch during final years of college Collections, Lending and credit analysis for mortgages, auto loans and signature loans, solicitation for new loansNegotiated relationships with various local volume dealers to provide financing for Uniway memberships, auto loans, etc.","duration":"Oct 1989 Apr 1995 5 years 7 months","duration_short":"5 years 7 months","end_date":"Apr 1995","start_date":"Oct 1989","subtitle":"Fleet Finance, Inc","title":"Manager"}],"url":""}]', '["Michael W. Stokes “Tina was very helpful, knowledgable and thorough through my loan process. Definitely someone to have on your team working for you!”","Melissa Sike “Tina works hard for her clients. She is extremely well connected in the mortgage banking community and she is respected by her peers. I would recommend Tina to anyone without hesitation. ”","Le Roy Anderson “Tina is a great person who give 100% effort in everything that she does. A smart business women that has the ability to in front of the decision maker at any company. Has excellent knowledge of financial industry. Great at establishing business relationship with CEO, CFO, and Branch Manager. Le Roy Anderson”","LinkedIn User “I have known Tina for many years in the Atlanta Market as an Account Representative who worked to prosper my own business as an MLO, but also as a fellow Mortgage Loan Originator, whom I trusted and respect. Tina is personable, honest, knowledgeable, and very intuitive for her clients needs and her clients best interests come first. I highly recommend Tina for any mortgage services.”","Doug Richards “Tina Harrison does an outstanding job in assisting with: Training, Loan workout assistance, and Encompass assistance. Tina is dedicated to do her very best with each challenge, .”","Charlene Edwards “Tina is one of the most intelligent, hard working young women I have ever known. She is relentless at research and discovery for new ideas. She loves to teach others to help them better themselves. She has been and continues to be a wonderful resource person for our industry!”","Ken M. Witte “Tina is a wealth of knowledge about all facets of mortgage lending and all things Acopia. She has been fantastic in helping on-board new employees to Acopia and always has a great attitude and willingness to assist co-workers with whatever they need. It as been a pleasure to get to know and work with Tina.”","Joe Jarrett “Tina is an extremely organized and detailed oriented professional who loves to help people. She has flourished in her position as a Corporate Retail Training Manager with Acopia Home Loans. She is a true asset to our company and has played a key role in the development and growth of our new and current employees. Tina is a true asset to Acopia Home Loans!!”","Michele O\'Brien “Tina is a consummate professional. She is very knowledgeable and capable. Tina goes above and beyond, and responds quickly to any requests or necessary changes. She truly loves what she does and cares about her clients.”","Lindsay Stewart “Tina Harrison is a true professional that really goes the extra mile for her clients. She is not only smart but has the best rapport with her clients and sticks with the deal to the end. Her clients leave my office knowing how hard she works to close.”","Christopher Moon “Tina is a dedicated leader. Tina is not only an excellent trainer, she is thoughtful about the wider needs of the enterprise. She was an invaluable partner to me in my work with streamlining and improving the use of mortgage technology at Acopia and she is a real asset to the company.”","Bob A. “Having known Tina for many years, I can attest as to her attributes plus her industry knowledge and professional commitment and dedication to her customers and the industry. She conducts herself to the highest of standards and is results-oriented...a valuable resource.”","Barbara Lovejoy “Tina is truly a team player! Not only is she knowledgeable in all facets of her industry but she takes great pride in all endeavors. Her knowledge in the lending industry as well as her personal caring nature, is a tremendous asset to all who work with her. It has been an honor to work with her over the years and look forward to many more years to come.”","Joe Pulliam “Tina Harrison is one of the hardest working people that I have ever had the pleasure of working with. Extremely knowledgeable and as a Training Officer always available to help with new policies, implementation of systems and all facets of the company when training new employees. I have witnessed her working with clients with the utmost professionalism and integrity. I am proud to be associated with her. Joe Pulliam”","Blaine R. Bailey NMLS #183991 “Tina is highly knowledgeable in mortgage lending and an outstanding trainer on the marketing and processing tools we use at Acopia Home Loans. She\'s also a successful loan originator using social media as a referral source. She makes good use of her time and multi-tasks well. She always makes time to help whenever I have a need!”","Amy Butler “Tina is very involved in the Mortgage Bankers of Georgia and other trade organizations. She is always first to volunteer and takes on challenges with ease. Tina is very detail oriented and really cares about what she commits to.”","Ryan Young “Tina served as my Account Executive for several years while she was with Option One Mortgage. Point blank, she was the best, most professional account executive representing any lender that I have ever dealt with. She consistently blew away her competition both in terms of product / program knowledge and our service needs. I had the pleasure of working with Tina for over six years and she never (not one time) let me or my company down.”","LinkedIn User “Nothing but the best. Always fun, friendly and helpful. You can\'t go wrong working with Tina!”","Bob A. “Tina possesses leadership qualities and skills which enable those surrounding her to better do their jobs. She is a loyal team member and valuable asset to any organization.”","John Regan “Tina was THE BEST account rep we dealt with.”","Linda Stooksbury “I\'ve worked with Tina over the years on many NAPMW projects and events. Tina is an experienced mortgage professional with keen knowledge of the Atlanta and Georgia markets.”","Nick Rapplean “Tina was one of my best account executives. She was always very prompt with returning emails or phone calls. Any questions that we had were answered quickly and correctly. I would recommend her anytime.”","F. Paco Torch, CRMS, CITRMS “Tina Harrison, as an account executive, provided extraordinary service and expertise whenever I needed her help. As a member or the board, she worked tirelessly. Any business lucky enought to hire her will be getting far more than their money\'s worth.”","John Rackley “I’ve had the opportunity of working with Tina during her tenure at NCS Mortgage, Option One, and Indymac Bank. She is an exceptional leader in her field and always has viable solutions for any challenge that my come up. She is an exceptional team player and always delivers on her promises. I’ve served with her many times on the “GAMB” board and found her to be an outstanding volunteer that went beyond the call of duty in leadership positions she held. Tina is a team player and knows how to get the job done right, the first time. Her leadership skills will constantly add value to any company that is fortunate to have her as an employee.”","Melba Allen-Stieglitz “Tina was my \\"go to\\" person in the mortgage industry. Her ideas and presentations were just what my company needed. Each scenario is different and Tina always found a way to get things done!”","LinkedIn User “I worked on the GAMB Board with Tina. I will tell you there are too few Tinas in this world. Tina will go out of her way to help someone out and is as genuine a person as you could meet. It was a pleasure serving on the Board with her & I am very glad to call her a friend.”","Johnathan B. “I have known Tina for about 10 years. She has always been an excellent representative of any company that she has worked. When I met her, I was the Branch Manager of Mortgage Underwriters, a mortgage brokerage. Tina represented one of the investors that we worked with. I recall Tina as being very consistent, dependable and knowledgeable of her products. She also assisted with problems that we may have had at the time with matching products with customers. Our company truly enjoyed working with Tina. I would recommend her highly.”","Dee Mehra “Tina is a veteran In The Mortgage Industry. I have known for over 10 yrs. She will be an asset where ever she goes.Very Hard working and knows the Mortgage Business inside out.”","Marie Summers “I have had the pleasure of working with Tina at 3 different companies the past 12 years both as a peer and Regional Manager.Tina was a pleasure to work with. She masters her territory and products and excels at networking both in and out of the industry. I always look for talent, and given an opportunity I would gladly hire Tina again and again. Marie Summers Regional Manager”","Kelly Byers “I have known Tina through the NAPMW since 1996. She has served on many committees including Education and Community Projects. She attended local and region meetings on a regular basis. She worked had to promote the association and its mission.”"]']
User: ['Deanne Lampe', 'LSS & NNA Certified Loan Signing Agent', 'Owner at Sign Here, LLC', 'Sign Here, LLC', '[{"company":"Sign Here, LLC","company_id":null,"location":null,"positions":[{"description":"","duration":"Aug 2020 - Present 1 year 4 months","duration_short":"1 year 4 months","end_date":"Present","start_date":"Aug 2020","subtitle":"Sign Here, LLC","title":"Business Owner"},{"description":"","duration":"Aug 2020 Aug 2020 1 month","duration_short":"1 month","end_date":"Aug 2020","start_date":"Aug 2020","subtitle":"Sign Here, LLC","title":"Loan Signing Agent"}],"url":""},{"company":"Atlantic Tomorrow\'s Office","company_id":"atlantic-tomorrow%27s-office","location":"Bloomfield, New Jersey","positions":[{"description":"","duration":"Jun 2018 Apr 2020 1 year 11 months","duration_short":"1 year 11 months","end_date":"Apr 2020","start_date":"Jun 2018","subtitle":"Atlantic Tomorrow\'s Office","title":"Executive Assistant"}],"url":"https://www.linkedin.com/company/atlantic-tomorrow%27s-office"},{"company":"Wyndham Worldwide","company_id":"wyndham-destinations","location":"Parsippany, New Jersey","positions":[{"description":"","duration":"Jun 2017 Jun 2018 1 year 1 month","duration_short":"1 year 1 month","end_date":"Jun 2018","start_date":"Jun 2017","subtitle":"Wyndham Worldwide","title":"Administrative Assistant to SVP, Chief Compliance Officer"}],"url":"https://www.linkedin.com/company/wyndham-destinations"},{"company":"Morgan Stanley","company_id":"morgan-stanley","location":"","positions":[{"description":"","duration":"Oct 2007 Mar 2017 9 years 6 months","duration_short":"9 years 6 months","end_date":"Mar 2017","start_date":"Oct 2007","subtitle":"Morgan Stanley","title":"Senior Registered Client Service Associate"}],"url":"https://www.linkedin.com/company/morgan-stanley"},{"company":"Saymar Digital Systems","company_id":null,"location":"New Jersey","positions":[{"description":"","duration":"Jun 2002 Oct 2007 5 years 5 months","duration_short":"5 years 5 months","end_date":"Oct 2007","start_date":"Jun 2002","subtitle":"Saymar Digital Systems","title":"Executive Assistant and Office Manager"}],"url":""},{"company":"Kline & Company","company_id":"kline-&-company","location":"","positions":[{"description":"","duration":"Apr 1988 Feb 1999 10 years 11 months","duration_short":"10 years 11 months","end_date":"Feb 1999","start_date":"Apr 1988","subtitle":"Kline & Company","title":"Executive Administrative Assistant"}],"url":"https://www.linkedin.com/company/kline-&-company"}]', '["Frederick Weber “Deanne provided me outstanding service while at MS! Very knowledgeable, always thorough and accurate with fast turnaround and a great demeanor. I miss working with her!”","Robert (Bob) Schleckser “Deanne worked on the account team for my investment portfolio for several years. During that time she was extremely helpful to me and to my family. She was friendly, resourceful, efficient and very effective in executing a wide range of request from us. In particular, Deanne was very helpful in setting up our son\'s account and getting him comfortable in managing activities around his portfolio. I would be very comfortable recommending Deanne to any organization. We really miss working with her. ”","Sowmi Krishnamurthy “I have had the opportunity to work with Deanne as her client while at Morgan Stanley for a number of years. During this time Deanne has provided best in class service in managing my account. She has always been friendly, courteous, professional and prompt with follow ups. She is experienced in the administration side of account management and that came across in my dealings with her. I wish her the best in her career.”"]']### Assistant: The agent's job is to provide mortgage lending services, and today, the agent is reaching out to the user because they need to schedule a loan signing appointment for a mortgage application.
|
### Human: Agent: ['Renee Pecot-Xenakis, MBA, CAMS, Advanced CAMS-RM', 'Vice President, Financial Crimes Compliance Officer, certified by the Association of Certified Anti-Money Laundering Specialists (CAMS) as well as possessing Advanced CAMS- Risk Management certification. Extensive foreign bank experience involving Bank Secrecy Act (BSA) regulations, Office of Foreign Assets and Control (OFAC), Know Your Customer (KYC) due diligence and surveillance requirements. Known to engage stakeholders at all seniority levels and to build strong working relationships in order to execute effectively; challenge the status quo and suggest reasonable alternative solutions and build programs from the ground up. A team-player with excellent analytical, written, presentation and interpersonal skills and a detail-oriented individual with a keen understanding of Global Anti-Money Laundering (AML) requirements who achieves the ultimate goal of strengthening overall Corporate Compliance culture. Fluent in French and German MBA in Fraud and Economic Crime Management ACAMS-certified Advanced CAMS-Risk Management AML High Risk Monitoring Team Leader BSA, AML, USAPA Officer Suspicious Activity Reporting Officer OFAC Specialist FinCEN 314(a) and 314(b) Officer Compliance Trainer Compliance Newsletter Editor Specialties: - Money Laundering / Financial Crimes/ Fraud / Terrrorist Financing detection & prevention - Working knowledge: Accounting / Finance / Project Management/Broker- Dealer - Wolfsberg Principles - Basel Requirements - FATF/OECD - FFIEC Manual', 'VP, Financial Crimes Compliance Officer', 'China Construction Bank New York Branch', '[{"company":"China Construction Bank New York Branch","company_id":"china-construction-bank-new-york-branch","industry":"Banking","location":"New York, New York","positions":[{"description":"","duration":"Nov 2018 - Present 3 years 9 months","duration_short":"3 years 9 months","end_date":"Present","start_date":"Nov 2018","subtitle":"China Construction Bank New York Branch","title":"VP, Financial Crimes Compliance Officer"}],"url":"https://www.linkedin.com/company/china-construction-bank-new-york-branch"}]', '["LinkedIn User “Renee was a student in my Project Management classes at Queens College Continuing Education, CUNY. Her willingness to learn and adopt new concepts is strong. She juggled her responsibilities with work and class ably by maintaining a positive outlook while participating in the team project. Her focus and determination got her through a tough case sutdy exercise that demanded the application of some of the concepts newly learned. Within a projectized environment Renee can serve to provide a steady hand on baseline requirements and change contol processes.”","Ana Marieta Kitz, CAMS “Renee Pecot-Xenakis, being part of the Transaction Monitoring Unit at SCB New York, was responsible for exposing/instructing me in the day to day workings of her team and the many processes she was involved with. During my time with her, she has shown herself to be a very thorough and meticulous AML investigator. Her determination to learn and educate herself consistently on matters concerning or related to AML is much to be admired, and is only surpassed by her patience and wide range of knowledge as an instructor.”"]']
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 ensure compliance with financial crimes regulations, and today, the agent is reaching out to the user because they need assistance in planning and executing a trade show event while adhering to the necessary regulatory requirements.
|
### Human: Agent: ['Carly-Rae Moss', 'Experienced Customer Success leader with a demonstrated history of working in the financial services, FinTech, and SaaS industries. Skilled in Sales, Securities, Investment Advisory, Mutual Funds, Management, and Healthcare. Strong support professional graduated from Loyola University Chicago.', 'Customer Success Director at BRINGG', 'Bringg', '[{"company":"Bringg","company_id":"bringg","industry":"Internet","location":"Chicago, Illinois, United States","positions":[{"description":"","duration":"Jun 2021 - Present 6 months","duration_short":"6 months","end_date":"Present","start_date":"Jun 2021","subtitle":"Bringg","title":"Customer Success Director"}],"url":"https://www.linkedin.com/company/bringg"},{"company":"Alegeus","company_id":"alegeus-technologies","location":"Greater Chicago Area","positions":[{"description":"","duration":"Jul 2020 Jun 2021 1 year","duration_short":"1 year","end_date":"Jun 2021","start_date":"Jul 2020","subtitle":"Alegeus","title":"Manager of Customer Success"}],"url":"https://www.linkedin.com/company/alegeus-technologies"},{"company":"Ansarada","company_id":"ansarada","location":"Greater Chicago Area","positions":[{"description":"","duration":"Sep 2015 Mar 2020 4 years 7 months","duration_short":"4 years 7 months","end_date":"Mar 2020","start_date":"Sep 2015","subtitle":"Ansarada","title":"Head Of Customer Success - AMER"}],"url":"https://www.linkedin.com/company/ansarada"},{"company":"Robert W. Baird & Co.","company_id":"robert-w-baird-&-co","location":"Greater Milwaukee Area","positions":[{"description":"Organized and oversaw the onboarding of high producing Financial Advisors and Financial Advising teams. Worked directly with internal partners to create a seamless experience for the new associates, but most importantly, the clients. Organized and oversaw the onboarding of high producing Financial Advisors and Financial Advising teams. Worked directly with internal partners to create a seamless experience for the new associates, but most importantly, the clients.","duration":"Feb 2008 Sep 2015 7 years 8 months","duration_short":"7 years 8 months","end_date":"Sep 2015","start_date":"Feb 2008","subtitle":"Robert W. Baird & Co.","title":"Assistant Vice President Transition Team Manager"}],"url":"https://www.linkedin.com/company/robert-w-baird-&-co"},{"company":"Wells Fargo","company_id":"wellsfargo","location":"Menonee Falls, WI","positions":[{"description":"Researched trade and account-related concerns. Helped clients with direct-to-fund investment decisions. Oversaw the Investor Center for walk-in clients and scheduled client meetings. Researched trade and account-related concerns. Helped clients with direct-to-fund investment decisions. Oversaw the Investor Center for walk-in clients and scheduled client meetings.","duration":"Jul 2005 Feb 2008 2 years 8 months","duration_short":"2 years 8 months","end_date":"Feb 2008","start_date":"Jul 2005","subtitle":"Wells Fargo","title":"Client Service Team"}],"url":"https://www.linkedin.com/company/wellsfargo"}]', '["Vicky Rundle “Carly is reliable, approachable and outgoing. In her capacity as a CS Team Lead for Ansarada in the US, Carly often went over and above to exceed both her customer and her employers expectations. Carly has an incredible can do attitude and has been an exception help to the Finance Team which we are extremely grateful for. ”","Madeline Anthony “I\'ve had the pleasure of working with Carly over the last 2 years and I couldn\'t thank her enough for being such a positive influence at Ansarada. Her energy and positivity always helped to motivate those around her. She is a very caring individual and will put her teams happiness in front of her own. She has achieved a lot over the years and I\'m glad I had the opportunity to work alongside her. ”"]']
User: ['Daniel Barychev', 'Software Engineer at Microsoft on the Power Automate TeamCarnegie Mellon University Class of 2020Former Intern at IBM and freelance developer from PhiladelphiaCheck out my personal website at www.danbarychev.com', 'Software Engineer at Microsoft', 'Microsoft', '[{"company":"Microsoft","company_id":"microsoft","industry":"Computer Software","location":"Bellevue, Washington, United States","positions":[{"description":"Power Automate Team","duration":"Aug 2020 - Present 1 year 1 month","duration_short":"1 year 1 month","end_date":"Present","start_date":"Aug 2020","subtitle":"Microsoft","title":"Software Engineer"}],"url":"https://www.linkedin.com/company/microsoft"}]', '["Laurie Heller “Daniel has been an excellent technical mentor to my son, a middle-school student. Starting in fall of 2019 he met weekly with my son. They have primarily been working with 3d modeling in Maya (for animation) but Daniel has also helped with other occasional computer programming questions. He has been highly knowledgeable, very patient, and extremely reliable. He seems to come with a flexible \'lesson plan\' in his head each time, too. Highly recommended!”","Max Reed “We were very lucky to have Daniel on board as BACelet’s Lead Software Developer this summer. Daniel created our initial iOS app that successfully connected to our hardware device via Bluetooth and was highly sufficient for user testing. In addition to bluetooth connection and beautiful UI, Daniel implemented an in-app messaging system, live friends feed, and other BACelet specific features such as a drink calculator and time-until-sober indicator. I was extremely impressed by Daniel’s work ethic, organization, communication skills, and ability to figure out any obstacle he wasn’t familiar with. Daniel was a tremendous asset not only as a strong Software Developer, but as a committed team player. I look forward to working with Daniel in the future and can’t wait to see what he does next!”"]']### Assistant: The agent's job is to provide technical mentorship and support, and today the user is reaching out to the agent because they need assistance with a software development project.
|
### Human: Agent: ['Larry Hoffman L&H Landscaping & Irrigation, LLC', "L&H Landscaping & Irrigation, LLC has been in business for 25+ years and is centrally located in South Jersey, directly between Atlantic City and Philadelphia. Proudly serving the South Jersey area and beyond. My company is Owner Operated, Fully Licensed and Insured, Fully Equipped to handle any project that may come our way. Some of the many services L&H Landscaping, LLC offers to its clients consist of: Lawn Maintenance/Irrigation/Pesticide Application/ Tree Removal;Tree Trimming; Tree Planting/ Excavation/Drainage Systems/Septic Systems/Power washing/ Landscape Design/Hardscapes/Foundation Work/New Construction/ Pre-Construction/Fences/Demolition/Snow Removal and so much more... Just ask and I'm sure I can accommodate your specific needs. As an owner operated company I want to ensure you get exactly what you asked for in a timely, as well as cost efficient fashion. My men are trained to give your properties the TLC they deserve on a consistent basis, while keeping a close eye on any possible issues, as well as continuously looking for ways to improve your property. I'm not fully satisfied until my customer is fully satisfied. Please feel free to contact me directly for any specific questions, scope of work, license numbers, or opportunities to bid on a Landscaping/Irrigation/Excavation/New Construction/Lawn Maintenance Project in the near future. My Company is also available for Emergency Services; Septic/Water Mane/Snow Removal etc. 609-625-3326 609-338-1772 Larry Hoffman, Owner and Operator L&H Landscaping & Irrigation, LLC", 'Owner & Operator at L&H landscaping, LLC.', 'L&H Landscaping and Irrigation, LLC', '[{"company":"L&H Landscaping and Irrigation, LLC","company_id":null,"location":"","positions":[{"description":"","duration":"Jan 1990 - Present 32 years 6 months","duration_short":"32 years 6 months","end_date":"Present","start_date":"Jan 1990","subtitle":"L&H Landscaping and Irrigation, LLC","title":"Owner and Operator"}],"url":""},{"company":"L&H landscaping&Irrigation","company_id":null,"location":"","positions":[{"description":"As the owner and operator of L&H Landscaping & Irrigation, LLC., I take pride in providing the highest quality lawn care to my clients. I work closely with each clients individual needs until their expectations are met. I am dedicated to maintaining a clean, green lawn to all of my current and future clients in New Jersey. Whatever your landscaping need, L&H Landscaping can handle it in a timely professional manner. From lawn maintenance to emergency services, we are here to service your property!","duration":"Feb 1989 - Present 33 years 5 months","duration_short":"33 years 5 months","end_date":"Present","start_date":"Feb 1989","subtitle":"L&H landscaping&Irrigation","title":"owner"}],"url":""},{"company":"L&H Excavation","company_id":null,"location":"Mays Landing NJ","positions":[{"description":"Excavation Projects/ Septic Systems/ Foundations/ New Construction/ Demolition/ Water Drainage Systems/ Water Mane/ Pipeline Installation/ Irrigation etc Excavation Projects/ Septic Systems/ Foundations/ New Construction/ Demolition/ Water Drainage Systems/ Water Mane/ Pipeline Installation/ Irrigation etc","duration":"Jan 1987 - Present 35 years 6 months","duration_short":"35 years 6 months","end_date":"Present","start_date":"Jan 1987","subtitle":"L&H Excavation","title":"Owner & Operator"}],"url":""}]', '["Evan Quarton “I have used L&H Landscaping for numerous projects, tree work, landscaping, excavation, drainage, etc...and have ALWAYS been satisfied with Larry and his team. They have integrity, outstanding knowledge of the business they are in and really a pleasure to work with. I would recommend them over and over again and will continue to call on them.”","Karen Baxter “L & H Landscaping LLC is a very detail oriented landscaping company, that did wonderful job taking care of our 128 unit property. Larry, the owner is very personable and punctual in the way he runs he company and his employees. L & H Landscaping Company does great landscaping work you can not go wrong with any landscaping project, if you reach out to him to do your work.”"]']
User: ['Wendy J. Wolfswinkel, CPA', 'Serving clients in Colorado with all of their residential mortgage lending needs. Please call me at 719-332-7957.', 'CPA, CFO', 'Sierra Properties, Inc.', '[{"company":"Sierra Properties, Inc.","company_id":null,"location":"Colorado Springs, CO","positions":[{"description":"","duration":"Aug 2013 - Present 8 years 4 months","duration_short":"8 years 4 months","end_date":"Present","start_date":"Aug 2013","subtitle":"Sierra Properties, Inc.","title":"CFO"}],"url":""},{"company":"Family Services of Metro Orlando","company_id":"family-services-of-metro-orlando","location":"","positions":[{"description":"I have had the honor and privilege of serving vulnerable children and families by taking this $52 million non profit from forensic audits to a spin off from it\'s parent organization to acquiring another non profit. I have had the honor and privilege of serving vulnerable children and families by taking this $52 million non profit from forensic audits to a spin off from it\'s parent organization to acquiring another non profit.","duration":"Oct 2006 Apr 2011 4 years 7 months","duration_short":"4 years 7 months","end_date":"Apr 2011","start_date":"Oct 2006","subtitle":"Family Services of Metro Orlando","title":"CFO"}],"url":"https://www.linkedin.com/company/family-services-of-metro-orlando"},{"company":"The Colorado Springs School","company_id":"the-colorado-springs-school","location":"","positions":[{"description":"CFO of private school overseeing all financial aspects of $5 million annual budget including HR, facilities, food service and risk management. Also oversaw $10 million capital campaign. CFO of private school overseeing all financial aspects of $5 million annual budget including HR, facilities, food service and risk management. Also oversaw $10 million capital campaign.","duration":"2001 2006 5 years","duration_short":"5 years","end_date":"2006","start_date":"2001","subtitle":"The Colorado Springs School","title":"Business Manager"}],"url":"https://www.linkedin.com/company/the-colorado-springs-school"},{"company":"Protocol Marketing (Formerly Saligent, Inc.)","company_id":"protocol-marketing","location":"","positions":[{"description":"Managed all financial reporting for this business to business marketing company. Provided all due dilligence information when Saligent was acquired by Protocol. Managed all financial reporting for this business to business marketing company. Provided all due dilligence information when Saligent was acquired by Protocol.","duration":"1999 2001 2 years","duration_short":"2 years","end_date":"2001","start_date":"1999","subtitle":"Protocol Marketing (Formerly Saligent, Inc.)","title":"Controller"}],"url":"https://www.linkedin.com/company/protocol-marketing"},{"company":"USA Basketball","company_id":"usa-basketball","location":"","positions":[{"description":"Responsible for all fiscal affairs of this national governing body organization for the sport of basketball in the United States. Responsible for all fiscal affairs of this national governing body organization for the sport of basketball in the United States.","duration":"1990 1999 9 years","duration_short":"9 years","end_date":"1999","start_date":"1990","subtitle":"USA Basketball","title":"Assistant Executive Director/Finance"}],"url":"https://www.linkedin.com/company/usa-basketball"}]', '["Rebecca Reynolds-Russell “I have had the pleasure of working with Wendy for the past four years as her relationship manager at Fifth Third Bank. Wendy committed herself to establishing efficient financial management practices for Family Services of Metro Orlando. One of Wendy\'s best talents is her ability to lead and develop her team. She was always able to delegate confidently and I have enjoyed working with each of her team members. I have to say that Wendy can also be tough during the negotiation process and she certainly made sure that she got the most value out of all of her professional relationships. Wendy also has a great ability to manage board members and develop strategic partnerships outside her organization.”","Jeffry Ziegler “Wendy and I worked together a few years ago when she was the Controller for the Colorado Springs Division of our company. Wendy was a very personable, energetic individual and was a pleasure to work with. I found her to be very responsive to my information requests and the accuracy of the financial data to be very good. I think Wendy would be a good addition to any company looking for a good Financial Controller.”"]']### Assistant: The agent's job is to provide landscaping and irrigation services, and today, the agent is reaching out to the user because they need assistance with their residential property's landscaping needs.
|
### Human: Agent: ['Kelly Talaske, PMP', 'I am an experienced Program Manager with a background in customer service and support operations. I design and deploy new customer programs and service offerings intended to increase revenue and reduce churn. I have experience in deploying new technology and tools, customer offerings, and organizational frameworks. I collaborate with cross-functional partners to document project plans and requirements, execute on strategies, and analyze program performance for improvement. I am able to take concepts or business problems and turn them into concrete projects and programs that realize business objectives. I am also a vivid story-teller with strong bias for action. Please connect with me via Linkedin Messaging.', 'Senior Sales Operations Specialist @ Zillow | ex-Microsoft | Program Management | Planning', 'Zillow', '[{"company":"Zillow","company_id":"zillow","industry":"Leasing Real Estate","location":"","positions":[{"description":"","duration":"Oct 2021 - Present 5 months","duration_short":"5 months","end_date":"Present","start_date":"Oct 2021","subtitle":"Zillow","title":"Senior Sales Operations Specialist"}],"url":"https://www.linkedin.com/company/zillow"},{"company":"Microsoft","company_id":"microsoft","location":null,"positions":[{"description":"Architect, plan and launch strategic Microsoft Advertising customer service offerings and initiatives intended to increase revenue and decrease customer churn. Develop expected customer experience and advocate workflow when interacting with customers and tracking outcome in case management tool. Identify trends through analysis of ticket data and advertiser impact to revenue and take action to improve. Partner closely with delivery team to deploy changes and govern quality. Lead cross functional v-teams up to 20 people to execute on project experiments with average duration of 1-5 months long. Experienced running 4-5 large projects and programs concurrently.","duration":"Jul 2017 Oct 2021 4 years 4 months","duration_short":"4 years 4 months","end_date":"Oct 2021","start_date":"Jul 2017","subtitle":"Microsoft","title":"Program Manager"},{"description":"Significantly grew revenue through strategic relationships with book of 300+ assigned customers. Provided customers regular insights and recommendations to improve performance, increased feature adoption and consumption through data-based proposals and managed all customer inquiries and needs. Led several enablement-based internal projects to increase efficiency of sales teams and address customer pain-pointsDeveloped an excel macro to show year-on-year growth for customers, led the identification and consolidation of customer billing feature-needs and presented to engineering group, and hosted multiple employee billing and accounts trainings.","duration":"Jul 2015 Jul 2017 2 years 1 month","duration_short":"2 years 1 month","end_date":"Jul 2017","start_date":"Jul 2015","subtitle":"Microsoft","title":"Account Manager"}],"url":"https://www.linkedin.com/company/microsoft"},{"company":"Catalyst, a WPP Agency","company_id":"catalyst-online","location":"Greater Seattle Area","positions":[{"description":"Manage SEO projects for organic search marketing agency. Deliverables include on-page SEO recommendations, technical SEO recommendations, keyword research and strategy, organic search reporting and keyword rankings and digital asset optimization. Execute multiple mid-sized projects from start-to-end. Create project plans and timelines based on client goals and scope. Organize monthly deliverable schedule for search team by assigning tasks based on priority and deadline. Able to quickly adjust deliverable schedules or re-task assignments based on incoming projects or shifting priorities. Act as client point-of-contact for multiple enterprise-level clients. Maintain client expectations about project and communicate any potential issues or changes. Thoroughly document and track client project details throughout cycle. Responsible for ensuring client is implementing SEO recommendations by both tracking and reaching out to appropriate stakeholder to achieve results. Provide creative solutions for any client implementation restrictions.","duration":"Feb 2014 Jun 2015 1 year 5 months","duration_short":"1 year 5 months","end_date":"Jun 2015","start_date":"Feb 2014","subtitle":"Catalyst, a WPP Agency","title":"Project Manager"}],"url":"https://www.linkedin.com/company/catalyst-online"},{"company":"Microsoft, Bing (Contract)","company_id":"microsoft","location":"Greater Seattle Area","positions":[{"description":"Investigated and escalated any billing, technical, platform, editorial, and quality issues for small and medium (SMB) clients and advertisers. Acted as a liaison between Bing internal teams and the customer. Quickly and professionally resolved any customer issues or needs.Supported Bing SMB Advertising Specialists to increase and maximize revenue. Proactively searched for opportunities to engage Advertising Specialist’s book of business. Offered SEM optimization recommendations accordingly. Regularly used Bing search engine advertising tools; Bing Ads, Bing Ads Editor, and Bing Ads Intelligence (Excel Add-On). Used optimization techniques to improve performance at account, campaign, ad group, ad, and keyword level. Assisted with launches and quickly resolved any issues. Performed weekly and monthly reporting and assisted with budget pacing. Directly communicated with advertisers.Drive conversations to help clients achieve their overall search marketing goals.","duration":"Jan 2013 Jan 2014 1 year 1 month","duration_short":"1 year 1 month","end_date":"Jan 2014","start_date":"Jan 2013","subtitle":"Microsoft, Bing (Contract)","title":"Account Coordinator"}],"url":"https://www.linkedin.com/company/microsoft"},{"company":"Hawkeye Marketing","company_id":null,"location":"","positions":[{"description":"Utilized a web-help-desk program to answer queries from partners and clients. Investigated and resolved any payment, technical, process, or data related issues. Adhered to strict SLAs as required by the client. Researched each issue and answered with appropriate level of customer service.Prepared global payment-processing documents on a weekly basis. Pulled database reports of payment-ready claims and assigned them to the correct owners. Worked closely with Accounts Payable Department to ensure payments were made in timely manner and the client was satisfied.Regularly maintained and updated project and claim requests from clients into Hawkeye’s software product (Market Development Funds and Opportunity Registration Site). Audited projects and claims for accuracy and program standards. Performed reporting and analysis of claim ROI and partner history. Documented and relayed client and partner concerns to Hawkeye. Acted as point-of-contact between Hawkeye and client. Demonstrated knowledge of Channel Marketing, Built and fostered client relations.","duration":"Apr 2012 Jan 2013 10 months","duration_short":"10 months","end_date":"Jan 2013","start_date":"Apr 2012","subtitle":"Hawkeye Marketing","title":"Account Services Representative"}],"url":""},{"company":"Microsoft, Bing (Contract)","company_id":"microsoft","location":"","positions":[{"description":"Reviewed Bing advertisements and analyzed for content, relevance, conformity to policy, and stylistic and grammatical accuracy.Collaborated with team members to adjust Microsoft Advertising Policy and to make decisions on advertisement ratings. Trained incoming team members on use of tool and software.Laterally promoted to Bing Live Listings team, which analyzed ads currently serving online as opposed to removed offline ads. In Live Listings, worked more closely with Microsoft Advertising team to maintain client relations yet adhere to policy.Consistently achieved high QA ratings in correct advertisement ratings. Maintained over 95% QA rating each month, and produced top production numbers on team.","duration":"Aug 2011 Apr 2012 9 months","duration_short":"9 months","end_date":"Apr 2012","start_date":"Aug 2011","subtitle":"Microsoft, Bing (Contract)","title":"Paid Search Advertising Analyst"}],"url":"https://www.linkedin.com/company/microsoft"}]', '["Eileen Demetrio “During the past few years, I\'ve had the pleasure of working with Kelly to design and deploy new customer experiences for Microsoft Advertising’s small business segment. Kelly uses her wealth of knowledge in online marketing and her passion for delivering a positive customer experience to build new or redesign service offerings that delight customers and grow revenue. Kelly is incredibly detailed-oriented and an expert in project management. She is both a driven leader and an excellent collaborator who proactively connects with stakeholders to collect input and define requirements, clearly outlines and communicates project objectives, identifies dependencies, deliverables, and target goals, and facilitates the project to completion. She also is deeply invested as a program owner in several key initiatives, acting as the subject matter expert and continually monitoring the program\'s health to refine and improve as needed. Kelly is a strong team player and effective at driving change in our complex and rapidly evolving business. ”","Aaron Alhadeff “Kelly is one of the most gifted project managers I’ve had the pleasure to partner with in my career. I worked with Kelly at Microsoft for Bing Ads and watched her transform our organization into a project management machine! Kelly launched several innovative initiatives such as Agency services that drove return for Microsoft and differentiated service level for advertisers. In addition, Kelly used her strong PM skills to add rigor to our organization and made every single teammate better at their job. I wholeheartedly recommend Kelly for any role she has hear sights on. She’s a gem that you’ll want and need in your company! ”"]']
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 design and deploy new customer programs and service offerings intended to increase revenue and reduce churn, and today the user is reaching out to the agent because they need assistance in implementing new technology and tools to optimize their production line.
|
### Human: Agent: ['Jill Stein', 'Accomplished Executive with a track record of delivering results across all channels of Retail.Strategic Retail Leader with a “Hands On” approach to managing Multi Store, High Volume Luxury Brands. Key member of the Executive Steering Committee that transformed David Yurman into a Luxury E Commerce Leader. Expert in the product categories of Fine Jewelry, Timepieces, Bridal, Couture, Fragrance, Eyewear & Home Décor.', 'Retail Leader | Luxury Advisor', 'Brick & Mortar NYC', '[{"company":"Brick & Mortar NYC","company_id":"brick-mortar-nyc","industry":"Retail","location":"New York, New York, United States","positions":[{"description":"www.brickandmortarnyc.com","duration":"Mar 2021 - Present 5 months","duration_short":"5 months","end_date":"Present","start_date":"Mar 2021","subtitle":"Brick & Mortar NYC","title":"Co-Founder"}],"url":"https://www.linkedin.com/company/brick-mortar-nyc"},{"company":"The Retail Hive","company_id":"the-retail-hive","location":"","positions":[{"description":"Founding Member and Advisor for The Retail Hive, which provides a safe space network for retail executives to exchange ideas, collaborate and lobby for retail, technology, consumer and social change.","duration":"Jun 2020 - Present 1 year 2 months","duration_short":"1 year 2 months","end_date":"Present","start_date":"Jun 2020","subtitle":"The Retail Hive","title":"Founding Member & Advisor"}],"url":"https://www.linkedin.com/company/the-retail-hive"},{"company":"John Hardy","company_id":"john-hardy","location":null,"positions":[{"description":"","duration":"Sep 2018 Dec 2020 2 years 4 months","duration_short":"2 years 4 months","end_date":"Dec 2020","start_date":"Sep 2018","subtitle":"John Hardy","title":"VP, NA Retail and Omni-Channel DTC Operations"},{"description":"","duration":"Sep 2018 Feb 2019 6 months","duration_short":"6 months","end_date":"Feb 2019","start_date":"Sep 2018","subtitle":"John Hardy","title":"Sr. Director, DTC Omni-Channel Operations"}],"url":"https://www.linkedin.com/company/john-hardy"},{"company":"Mulberry England","company_id":"mulberryengland","location":"Greater New York City Area","positions":[{"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":"Mulberry England","title":"Director of Retail and Ecommerce, North America"}],"url":"https://www.linkedin.com/company/mulberryengland"},{"company":"David Yurman","company_id":"david-yurman","location":"","positions":[{"description":"","duration":"Sep 1999 Jan 2017 17 years 5 months","duration_short":"17 years 5 months","end_date":"Jan 2017","start_date":"Sep 1999","subtitle":"David Yurman","title":"Executive Director Retail Operations"}],"url":"https://www.linkedin.com/company/david-yurman"},{"company":"Lalique","company_id":"lalique","location":"","positions":[{"description":"","duration":"1998 1999 1 year","duration_short":"1 year","end_date":"1999","start_date":"1998","subtitle":"Lalique","title":"Retail Systems Director"}],"url":"https://www.linkedin.com/company/lalique"},{"company":"Tourneau","company_id":"tourneau","location":"","positions":[{"description":"","duration":"Oct 1988 Nov 1997 9 years 2 months","duration_short":"9 years 2 months","end_date":"Nov 1997","start_date":"Oct 1988","subtitle":"Tourneau","title":"Director of Store Operations"}],"url":"https://www.linkedin.com/company/tourneau"}]', '["“I have known Jill her entire career. I had originally hired Jill for an entry-level position at Tourneau in 1988. I also worked with her at David Yurman, who was a client of my consulting company. Jill was integral to the growth of Tourneau, quickly rising to the ranks of a highly valued executive team member. Her ability to be flexible in solving any problem and challenge that was given to her and to create the operational systems necessary was exemplary. Unlike many people who are operationally driven, Jill always knew the focus of the company was sales that drove profit and she made sure that everything she did supported the sales teams and the stores. Her ability to communicate complex processes and train was just a small part of the many qualities that made her so well-liked by her colleagues. I was always impressed by Jill\'s consistency of performance through constantly growing and changing environments. Jill\'s experience, expertise and track record of phenomenal success would make her an outstanding addition to any organization.”","“Jill Stein is an outstanding executive who launched and lead operations for the company owned retail division. During our 9 year tenure together, Jill was instrumental in setting up and managing the operational structure for new retail store division. Under her leadership, the division opened over 30 luxury boutiques in the U.S., Asia and Europe. Jill was responsible for insuring the high standards for operational excellence was achieved to insure protection of the company assets and to provide the highest level of customer service. Jill managed all areas of operations including policy and procedure development, expense budget management, shipping / receiving, repairs, loss prevention, security, supplies procurement and product special orders and customer service. Under her guidance, the division managed virtually no inventory shrink and always lead her team to focus their efforts with a \\"customer first mandate\\". Jill also managed special revenue projects including periodic sample sales that generated over $1.5 million in sales during a 4 day event. She managed the negotiations for procuring an off-site location, planned and managed the full set up and take down logistics that included the secure movement and accounting for over 10,000 units of jewelry and watches, hiring and training the temporary sales team, overseeing the cash take operation, marketing, security and customer service. Jill is hardworking, determined, goal oriented and always available to support the efforts and needs of the company. Jill is personable, eager to nurture and support her team members and a confident and loyal senior executive. I would re-hire her in a second!”"]']
User: ['Paul Baglio, Jr.', 'Private dealer of luxury decorative arts.', 'Founder DANDY, The Amusing Style', 'DANDY, The Amusing Style', '[{"company":"DANDY, The Amusing Style","company_id":null,"location":"New York, New York, United States","positions":[{"description":"DANDY services private clients to build unique and rare decorative arts collections. DANDY services private clients to build unique and rare decorative arts collections.","duration":"Aug 2011 - Present 10 years 4 months","duration_short":"10 years 4 months","end_date":"Present","start_date":"Aug 2011","subtitle":"DANDY, The Amusing Style","title":"Founder / President"}],"url":""},{"company":"Giorgio Armani","company_id":"giorgio-armani","location":"","positions":[{"description":"","duration":"Sep 2012 Dec 2017 5 years 4 months","duration_short":"5 years 4 months","end_date":"Dec 2017","start_date":"Sep 2012","subtitle":"Giorgio Armani","title":"Director Of Visual Merchandising"}],"url":"https://www.linkedin.com/company/giorgio-armani"},{"company":"Calypso St. Barth","company_id":"calypso-st--barth","location":"","positions":[{"description":"Responsible for Visual Merchandising and Product Presentation for Calypso St. Barth retail stores. Responsible for Visual Merchandising and Product Presentation for Calypso St. Barth retail stores.","duration":"Aug 2009 Aug 2011 2 years 1 month","duration_short":"2 years 1 month","end_date":"Aug 2011","start_date":"Aug 2009","subtitle":"Calypso St. Barth","title":"Director of Visual Presentation"}],"url":"https://www.linkedin.com/company/calypso-st--barth"},{"company":"Stuart Weitzman","company_id":"stuart-weitzman-holdings-llc","location":"","positions":[{"description":"","duration":"Sep 2007 Mar 2009 1 year 7 months","duration_short":"1 year 7 months","end_date":"Mar 2009","start_date":"Sep 2007","subtitle":"Stuart Weitzman","title":"Director of Visual Merchandising"}],"url":"https://www.linkedin.com/company/stuart-weitzman-holdings-llc"},{"company":"Chanel","company_id":"chanel","location":"","positions":[{"description":"","duration":"2000 2007 7 years","duration_short":"7 years","end_date":"2007","start_date":"2000","subtitle":"Chanel","title":"Director of Visual Merchandising"}],"url":"https://www.linkedin.com/company/chanel"},{"company":"Giorgio Armani","company_id":"giorgio-armani","location":"","positions":[{"description":"Visual Merchandising training for all Emporio Armani US locations. Visual Merchandising training for all Emporio Armani US locations.","duration":"Apr 1995 Jul 2000 5 years 4 months","duration_short":"5 years 4 months","end_date":"Jul 2000","start_date":"Apr 1995","subtitle":"Giorgio Armani","title":"Corporate Visual Merchandising Manager"}],"url":"https://www.linkedin.com/company/giorgio-armani"}]', '["Elisabeth Jacobsen “Paul was an outstanding student in the Visual Presentation and Exhibition Design department - aka Display and Exhibit - at the Fashion Institute of Technology. He spirited many exceptional public design projects. As one of his professors, I was thankful for his contribution of imagination, maturity and diligence.”","Cindy Sirko “Paul has great drive and energy. His esthetic passion for perfection in visual merchandising is his greatest asset. Paul is very professional and systematic in his approach and was a great partner to the company\'s visual merchandising needs and development.”"]']### Assistant: The agent's job is to connect with professionals in the luxury retail industry. Today, the agent is reaching out to the user because they need to discuss potential collaboration opportunities in the field of visual merchandising.
|
### Human: Agent: ['John Foltz', 'Success Oriented and being the best you can be in w Business, Family and Life in general.', 'TXMetro Property Group LLC', 'TXMetro Property Group, LLC', '[{"company":"TXMetro Property Group, LLC","company_id":null,"location":"","positions":[{"description":"Real Property Appraisal Valuation and Consulting. Real Property Appraisal Valuation and Consulting.","duration":"Jan 2008 - Present 13 years 11 months","duration_short":"13 years 11 months","end_date":"Present","start_date":"Jan 2008","subtitle":"TXMetro Property Group, LLC","title":"Owner"}],"url":""},{"company":"TXMetro Property Group,LLC","company_id":null,"location":"","positions":[{"description":"Residential Real Property Appraiser and Land. Residential Real Property Appraiser and Land.","duration":"Oct 2005 - Present 16 years 2 months","duration_short":"16 years 2 months","end_date":"Present","start_date":"Oct 2005","subtitle":"TXMetro Property Group,LLC","title":"Certified Appraiser"}],"url":""},{"company":"Property Interlink, LLC","company_id":null,"location":"Dallas/Fort Worth Area","positions":[{"description":"Leading the growth and development of the appraisal team, support staff, QC and product delivery. Leading the growth and development of the appraisal team, support staff, QC and product delivery.","duration":"Jun 2014 Nov 2015 1 year 6 months","duration_short":"1 year 6 months","end_date":"Nov 2015","start_date":"Jun 2014","subtitle":"Property Interlink, LLC","title":"Senior Staff Appraiser"}],"url":""},{"company":"The William Fall Group","company_id":null,"location":"Dallas/Fort Worth Area","positions":[{"description":"Residential Real Estate Appraiser Residential Real Estate Appraiser","duration":"Mar 2014 May 2014 3 months","duration_short":"3 months","end_date":"May 2014","start_date":"Mar 2014","subtitle":"The William Fall Group","title":"Staff Appraiser"}],"url":""},{"company":"DTI LLC","company_id":"dti-llc","location":"","positions":[{"description":"","duration":"Jun 2002 Jun 2005 3 years 1 month","duration_short":"3 years 1 month","end_date":"Jun 2005","start_date":"Jun 2002","subtitle":"DTI LLC","title":"Operations Manager"}],"url":"https://www.linkedin.com/company/dti-llc"}]', '["Tim Colwill “John is a wonderful appraiser and always takes the clients needs into consideration for a timely and thorough appraisal.”","Chad Collins “John Foltz is a top-notch appraiser. He takes his assignments seriously, gets them done in a prompt manner, and goes the extra mile to unearth every bit of value out of each of his subject homes. I\'ve been impressed when dealing with him in the past. Chad Collins, Coldwell Banker”"]']
User: ['Diane Gross', 'Experienced South Florida Realtor with twenty years experience, specializing in beach properties, golf and investment properties.', 'Realtor Aventura, FL', 'Beachfront Realty Aventura', '[{"company":"Beachfront Realty Aventura","company_id":null,"location":"Aventura, FL","positions":[{"description":"Real Estate Sales Associates","duration":"Oct 2014 - Present 6 years 10 months","duration_short":"6 years 10 months","end_date":"Present","start_date":"Oct 2014","subtitle":"Beachfront Realty Aventura","title":"Real Estate Agent"}],"url":""},{"company":"Realty Associates","company_id":null,"location":"","positions":[{"description":"","duration":"Jan 2011 - Present 10 years 7 months","duration_short":"10 years 7 months","end_date":"Present","start_date":"Jan 2011","subtitle":"Realty Associates","title":"Realtor"}],"url":""},{"company":"Fortune International Realty","company_id":"fortune-international-realty","location":"Weston, Florida","positions":[{"description":"Sales, rentals, foreclosures, short sales, vacation homes.","duration":"Mar 2009 Jan 2011 1 year 11 months","duration_short":"1 year 11 months","end_date":"Jan 2011","start_date":"Mar 2009","subtitle":"Fortune International Realty","title":"Realtor"}],"url":"https://www.linkedin.com/company/fortune-international-realty"},{"company":"Prudential Florida Realty","company_id":"prudential-florida-realty","location":"Weston, Fl","positions":[{"description":"","duration":"Mar 2003 Feb 2009 6 years","duration_short":"6 years","end_date":"Feb 2009","start_date":"Mar 2003","subtitle":"Prudential Florida Realty","title":"Realtor"}],"url":"https://www.linkedin.com/company/prudential-florida-realty"},{"company":"Diane Gross Medical and Dental","company_id":null,"location":"Florida","positions":[{"description":"Sales of Medical and dental equipment to South America","duration":"1998 2004 6 years","duration_short":"6 years","end_date":"2004","start_date":"1998","subtitle":"Diane Gross Medical and Dental","title":"Sales"}],"url":""},{"company":"EWM","company_id":"the-edinburgh-woollen-mill","location":"Weston, Fl","positions":[{"description":"","duration":"Jan 2000 Mar 2003 3 years 3 months","duration_short":"3 years 3 months","end_date":"Mar 2003","start_date":"Jan 2000","subtitle":"EWM","title":"Realtor"}],"url":"https://www.linkedin.com/company/the-edinburgh-woollen-mill"},{"company":"Sara Lee Branded Apparel","company_id":"sara-lee-branded-apparel","location":"Weston, FL","positions":[{"description":"Managed Shipments to and from Central America for cutwork and finished productsReceivings ( entered into AS-400)Shipment and container documents","duration":"1998 2002 4 years","duration_short":"4 years","end_date":"2002","start_date":"1998","subtitle":"Sara Lee Branded Apparel","title":"logistics"}],"url":"https://www.linkedin.com/company/sara-lee-branded-apparel"},{"company":"Hoja Peruana de Tabacos","company_id":null,"location":"Lima , Peru","positions":[{"description":"","duration":"1983 1987 4 years","duration_short":"4 years","end_date":"1987","start_date":"1983","subtitle":"Hoja Peruana de Tabacos","title":"Finance"}],"url":""}]', '["“Very knowledgable about real estate”","“Diane is beautiful and very smart. She\'s is very savvy and caring in helping people find the right property for them”"]']### Assistant: The agent's job is to provide real estate appraisal and consulting services. Today, the agent is reaching out to the user to offer their expertise in valuing and appraising beach properties in South Florida.
|
### Human: Agent: ['Roy Smith', 'Current position: Loves to facilitate talent coming together with the right match of career opportunities. Past positions: Creation and delivery of global medical education. Experienced senior pharmaceutical executive. Senior military officer (retired).', 'Independent Contractor with Amplity Health', 'Roy Smith and Associates, LLC', '[{"company":"Roy Smith and Associates, LLC","company_id":null,"location":null,"positions":[{"description":"Medical and Scientific Writing and Research. Background research and assessments of needs for continuing medical education. Focus group facilitation and project leadership.","duration":"Jul 2011 - Present 10 years 6 months","duration_short":"10 years 6 months","end_date":"Present","start_date":"Jul 2011","subtitle":"Roy Smith and Associates, LLC","title":"Principal"},{"description":"A myriad of recruiting, sourcing and consulting activities.","duration":"Jun 2014 - Present 7 years 7 months","duration_short":"7 years 7 months","end_date":"Present","start_date":"Jun 2014","subtitle":"Roy Smith and Associates, LLC","title":"Independent Contractor (Recruiting, Sourcing, Consulting)"}],"url":""},{"company":"Annenberg Center for Health Sciences At Eisenhower","company_id":"annenberg-center-for-health-sciences-at-eisenhower","location":null,"positions":[{"description":"","duration":"Jan 2005 Jul 2011 6 years 7 months","duration_short":"6 years 7 months","end_date":"Jul 2011","start_date":"Jan 2005","subtitle":"Annenberg Center for Health Sciences At Eisenhower","title":"Director of Educational Programming"},{"description":"","duration":"2005 Jul 2011 6 years","duration_short":"6 years","end_date":"Jul 2011","start_date":"2005","subtitle":"Annenberg Center for Health Sciences At Eisenhower","title":"Director, Grants Development"}],"url":"https://www.linkedin.com/company/annenberg-center-for-health-sciences-at-eisenhower"},{"company":"Bayer Healthcare, Pharmaceutical Division","company_id":"bayer","location":null,"positions":[{"description":"","duration":"1996 2006 10 years","duration_short":"10 years","end_date":"2006","start_date":"1996","subtitle":"Bayer Healthcare, Pharmaceutical Division","title":"Deputy Director, Scientific Affairs"},{"description":"Responsible for directing half of the Bayer field scientific affairs teams. Also, formulating and executing strategies, developing initiatives and career development for mid-level managers.Forming and managing budgets and resources in support of the teams and their activities.Worked cross functionally with other departments in achieving goals and outcomes.","duration":"Jan 2000 Dec 2005 6 years","duration_short":"6 years","end_date":"Dec 2005","start_date":"Jan 2000","subtitle":"Bayer Pharmaceutical","title":"Deputy Director, Scientific Affairs"},{"description":"","duration":"1987 2005 18 years","duration_short":"18 years","end_date":"2005","start_date":"1987","subtitle":"Bayer HealthCare","title":"Deputy Director, Scientific Affairs"},{"description":"","duration":"1987 2005 18 years","duration_short":"18 years","end_date":"2005","start_date":"1987","subtitle":"Bayer","title":"Deputy Director"},{"description":"","duration":"1990 1996 6 years","duration_short":"6 years","end_date":"1996","start_date":"1990","subtitle":"Bayer HealthCare, Pharmaceuticals","title":"Senior Hospital Division Manager; Senior Field Division Manager"},{"description":"","duration":"1989 1991 2 years","duration_short":"2 years","end_date":"1991","start_date":"1989","subtitle":"Bayer Pharmaceuticals","title":"Hospital Sales Representative"}],"url":"https://www.linkedin.com/company/bayer"},{"company":"United States Air Force","company_id":"united-states-air-force","location":"Miscellaneous","positions":[{"description":"Worldwide Duty, Republic of the Philippines, Vietnam, Japan, Taiwan, Hong Kong, Spain, Germany, DenmarkVarious US assignments including Nuclear Missile Combat Crew Commander, Air Force Academy Liaison Officer, Chief of Disaster Preparedness, Traffic Management Officer Worldwide Duty, Republic of the Philippines, Vietnam, Japan, Taiwan, Hong Kong, Spain, Germany, DenmarkVarious US assignments including Nuclear Missile Combat Crew Commander, Air Force Academy Liaison Officer, Chief of Disaster Preparedness, Traffic Management Officer","duration":"Jan 1967 Dec 2003 37 years","duration_short":"37 years","end_date":"Dec 2003","start_date":"Jan 1967","subtitle":"United States Air Force","title":"Lieutenant Colonel"}],"url":"https://www.linkedin.com/company/united-states-air-force"}]', '["Bob Reich, Jr., MA “Roy Smith is simply a wonderful human being and good person. His professionalism, expertise and sales skills simply derive from that \\"base\\". Add to that his years of experience in pharmaceutical sales & marketing and you couldn\'t ask for a better combination in any employee.”","Michael Bourisaw “Roy is an energetic and trusted colleauge who looks to devlop win-win scenarios with those he works with.”"]']
User: ['Blake Kleppe', 'Medicare Planning; Medicare Supplements; Life Insurance; Wills & Trusts; Legacy and Gift Planning', 'President at Medigap Online Inc.', 'Medigap Online Inc.', '[{"company":"Medigap Online Inc.","company_id":null,"location":"","positions":[{"description":"","duration":"Apr 2015 - Present 6 years 7 months","duration_short":"6 years 7 months","end_date":"Present","start_date":"Apr 2015","subtitle":"Medigap Online Inc.","title":"President"}],"url":""},{"company":"Valued Retirement Solutions","company_id":null,"location":"","positions":[{"description":"","duration":"Nov 2013 - Present 8 years","duration_short":"8 years","end_date":"Present","start_date":"Nov 2013","subtitle":"Valued Retirement Solutions","title":"Owner"}],"url":""},{"company":"Bankers Life and Casualty Company","company_id":"bankers-life-and-casualty","location":"Sarasota, Florida Area","positions":[{"description":"","duration":"Dec 2010 Nov 2013 3 years","duration_short":"3 years","end_date":"Nov 2013","start_date":"Dec 2010","subtitle":"Bankers Life and Casualty Company","title":"Insurance Agent"}],"url":"https://www.linkedin.com/company/bankers-life-and-casualty"},{"company":"Ballroom Dance","company_id":null,"location":"","positions":[{"description":"- Founding professional and manager in a Ballroom Dance studio.- Set up systems and processes to manage sales, account management, and financial performances.- Actively participated in the marketing planning and adverstising.- Established sales process to increase and stabalize new client retention. - Founding professional and manager in a Ballroom Dance studio.- Set up systems and processes to manage sales, account management, and financial performances.- Actively participated in the marketing planning and adverstising.- Established sales process to increase and stabalize new client retention.","duration":"Mar 2009 Nov 2010 1 year 9 months","duration_short":"1 year 9 months","end_date":"Nov 2010","start_date":"Mar 2009","subtitle":"Ballroom Dance","title":"Small Business Entrepreneur / Professional Ballroom Dancer"}],"url":""},{"company":"Comverse","company_id":"mavenir","location":null,"positions":[{"description":"Prepared and analyzed Key Performance Indicators for weekly operational reviews, as well as for monthly/quarterly executive reviews.Founding member of our Penalty Reduction Team, providing the inputs and metrics to allow us to forecast and minimize owed penalties.Provided regional performance numbers for our Business Scorecard.Focal point for all of our Customer Satisfaction processes, from collection of feedback, to our Lessons Learned and Corrective Action Plans.","duration":"Aug 2008 Mar 2009 8 months","duration_short":"8 months","end_date":"Mar 2009","start_date":"Aug 2008","subtitle":"Comverse","title":"Planning & Control"},{"description":"","duration":"Sep 2004 Mar 2009 4 years 7 months","duration_short":"4 years 7 months","end_date":"Mar 2009","start_date":"Sep 2004","subtitle":"Comverse","title":"Planning & Control"},{"description":"An originating member of a new Business Unit, for Process Integration and Strategic Metrics Improvement, within Comverse Americas Service organization, defined the scope, structure and goals of the group.Owned Process re-designs and Integration for consolidation of call centers to allow strategic ability to support our customers better.Utilized Metrics and gap analysis to identify new systems and tools that improved the experience and level of service provided to our customers.Worked with system project managers to make sure the functional business requirements were present in the systems designs.","duration":"Feb 2006 Aug 2008 2 years 7 months","duration_short":"2 years 7 months","end_date":"Aug 2008","start_date":"Feb 2006","subtitle":"Comverse","title":"Service Analyst"},{"description":"Answer and respond to customer calls as first line of support.Enter and route Service Requests to appropriate tier of support.Owned process redesign, process improvements, process documentation and implementation.Key user for new application implementations (e.g. Oracle CRM) responsible for gaining expertise in the functionality, testing business and process scenarios, training, and post implementation support.Trained new and existing call center staff on processes and best practices.","duration":"Jan 2005 Feb 2006 1 year 2 months","duration_short":"1 year 2 months","end_date":"Feb 2006","start_date":"Jan 2005","subtitle":"Comverse","title":"Call Center Technical Lead"},{"description":"Tested and reconfigured drives to meet customer specifications during an upgrade of their systems.Tested customer Returned Materials and assessed whether they were functioning correctly or defined the fault. Acted as backup for Shipping and Receiving activities.Experienced with Oracle Order Management (OM) and meeting tight customer timelines.Project lead for inventory control and analysis activities.","duration":"Sep 2004 Jan 2005 5 months","duration_short":"5 months","end_date":"Jan 2005","start_date":"Sep 2004","subtitle":"Comverse","title":"Operations Engineer"}],"url":"https://www.linkedin.com/company/mavenir"},{"company":"Comverse Network Systems","company_id":"comverse-network-systems","location":"","positions":[{"description":"","duration":"2004 2009 5 years","duration_short":"5 years","end_date":"2009","start_date":"2004","subtitle":"Comverse Network Systems","title":"Planning & Control Analyst"}],"url":"https://www.linkedin.com/company/comverse-network-systems"},{"company":"SOL Corporation","company_id":null,"location":"","positions":[{"description":"Managed inventory, shipping and receiving for a small manufacturing company.Supervised product installations. Managed inventory, shipping and receiving for a small manufacturing company.Supervised product installations.","duration":"Jan 2004 Sep 2004 9 months","duration_short":"9 months","end_date":"Sep 2004","start_date":"Jan 2004","subtitle":"SOL Corporation","title":"Manufacturing Operations Manager"}],"url":""}]', '["Lev Kaufman “I worked with Blake for about 2-3 years in Customer Services department covering North America major customers. Blake was always very cooperative, put great attention to our needs, was flexible to changes, very professional and efficient. I appreciate a lot collegues like Blake - responsive, accurate, reliable, loyal. It is a pleasure to cooperate with a person with great both professional approach and personality. He is very valuable for the organization and I truly recommend him to everyone.”","Bill Barrasso “I worked with Blake for several years and he is a very reliable business partner. Many times, he can anticipate what is needed from the teams he supports and pro-actively provides the required data. As we were defining our reporting needs to support a new organizational structure, Blake helped us to consolidate multiple requests into a cohesive reporting format. He helped to reduce redundancy and provided a clear representation of the metrics and Key Performance Indicators that we needed to report regularly. Even under pressure, Blake was very calm and methodical in his approach to meeting our needs and those of his other demanding internal customers. I appreciated Blake\'s efforts on behalf of my team and would recommend him to any organization that needs a solid guy to help stabilize their information management functions.”"]']### Assistant: The agent's job is to facilitate talent coming together with the right match of career opportunities, and today, the agent is reaching out to the user because they need to discuss potential collaboration in the field of legacy and gift planning.
|
### Human: Agent: ['Darlene Webster', 'Experienced Manager with a demonstrated history of working in the telecommunications industry. Skilled in Managed Services, Voice over IP (VoIP), Strategic Planning, Business Process Improvement, and Customer Satisfaction. Strong professional graduated from UOP.', 'Master of Business Administration - MBA at University of Phoenix', 'AT&T', '[{"company":"AT&T","company_id":"att","industry":"Telecommunications","location":null,"positions":[{"description":"• Design and maintain more than 100 methods and procedures documents in compliance with company credit policy, as well as state and federal laws. Conducted subject matter expert and process owner training as needed.• Review process measurement data, identifying indicators for future improvement opportunities.• Consult on the use of effective process performance and quality improvement techniques.• Manage call center vendors engaged in supporting day-to-day credit functions, escalations and system review in coordination with credit review, and credit fraud alerts.• Onboard and deploy call center vendors as part of the launch of new call center locations around the country.• Develop and implement credit policies and procedures for new products and services attained through acquisition.","duration":"Jun 2010 - Present 11 years 6 months","duration_short":"11 years 6 months","end_date":"Present","start_date":"Jun 2010","subtitle":"AT&T","title":"M&P Quality Manager"},{"description":"• Conducted credit reviews of large wholesale businesses.• Reviewed D&B reports, credit debts, and current payment history to support credit worthiness.• Researched the company’s risk with the business industry to support approved credit lines.• Requested credit deposits and collection of outstanding debt to receive service or increase in credit lines","duration":"Jan 2008 Jun 2010 2 years 6 months","duration_short":"2 years 6 months","end_date":"Jun 2010","start_date":"Jan 2008","subtitle":"AT&T","title":"Senior Credit Analyst"}],"url":"https://www.linkedin.com/company/att"},{"company":"Cingular","company_id":"cingular","location":null,"positions":[{"description":"• Wrote summary plan descriptions for Disability, FMLA, and Leave of Absence plans and performed regular review and maintenance of the documentation.• Consulted on plan design for Disability, FMLA, and Leave of Absence plans, as well as the process to review denials and appeals.• Managed Disability and Leaves vendors and participated in RFP review and the on and off-boarding of vendors in coordination plan change or business needs.• Conducted internal investigation of Disability and FMLA fraud claims","duration":"Nov 2001 Jan 2008 6 years 3 months","duration_short":"6 years 3 months","end_date":"Jan 2008","start_date":"Nov 2001","subtitle":"Cingular","title":"Senior HR Consultant"},{"description":"• Recruited staff, as well as conducted interviews and performed background checks.• Facilitated labor union case reviews. Conducted internal investigations.• Advised senior management on employee relation issues while recommending solutions.• Workforce Management, call routing/forecasting, staffing and reporting with IEX/Verint.• Prepared employee performance evaluations, managed FMLA, disability, attendance and payroll processes. Oversaw process for termination and exit interviews.","duration":"Jan 1999 Nov 2001 2 years 11 months","duration_short":"2 years 11 months","end_date":"Nov 2001","start_date":"Jan 1999","subtitle":"Cingular","title":"Attendance Manager"}],"url":"https://www.linkedin.com/company/cingular"}]', '["Dewayne Large “Darlene Webster has proven her extraordinary leadership skills. She has supported numerous projects for the Credit and Collections Organization, and provided guidance to assure processes were maintained as directed. Darlene has provided business case studies to support system updates and changes for key projects. She does not hesitate to step in and assist peers when needed. Her take charge attitude has led to her being a great asset to the company. ”","Kathie Murray “ Darlene has been a vital resource in Credit and Collections at AT&T for as long as I have known her, which has been over 10 years. She is a conscientious employee with professional and courteous customer contact skills. She has been handling methods and procedures for the call center agents, and is very detail oriented. Darlene is open to constructive feedback and strives to provide excellent customer service. She balances the needs of the customer with the guidelines that are set by her employer. I feel that Darlene is a productive and positive individual who would be an asset for any company.”"]']
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 manage call center vendors and credit functions, and today the user is reaching out to the agent because they need assistance with the design and implementation of credit policies for their new technology company.
|
### Human: Agent: ['Andrea Bolt SHRM-CP', 'SHRM certified HR professional passionate in Employee Relations, Performance Management, Training and Development, and Employee Engagement. I have over 20 years of experience navigating challenging people situations while assessing risk to achieve desirable outcomes.', 'HR Generalist at Equity Residential Northern CA & Seattle WA', 'Equity Residential', '[{"company":"Equity Residential","company_id":"equity-residential","industry":"Real Estate","location":"San Francisco, California, United States","positions":[{"description":"","duration":"Jul 2021 - Present 1 year","duration_short":"1 year","end_date":"Present","start_date":"Jul 2021","subtitle":"Equity Residential","title":"Human Resources Generalist"}],"url":"https://www.linkedin.com/company/equity-residential"},{"company":"Medtronic","company_id":"medtronic","location":"","positions":[{"description":"","duration":"Dec 2020 Jun 2021 7 months","duration_short":"7 months","end_date":"Jun 2021","start_date":"Dec 2020","subtitle":"Medtronic","title":"Employee Relations Partner"}],"url":"https://www.linkedin.com/company/medtronic"},{"company":"CSM Services","company_id":"csm-services","location":"Hudsonville, Michigan","positions":[{"description":"Employee Relations and Performance Management Employee Relations and Performance Management","duration":"Mar 2019 Dec 2020 1 year 10 months","duration_short":"1 year 10 months","end_date":"Dec 2020","start_date":"Mar 2019","subtitle":"CSM Services","title":"Senior Human Resources Generalist"}],"url":"https://www.linkedin.com/company/csm-services"},{"company":"IAC Group","company_id":"iac-group","location":"","positions":[{"description":"","duration":"Jul 2016 Feb 2019 2 years 8 months","duration_short":"2 years 8 months","end_date":"Feb 2019","start_date":"Jul 2016","subtitle":"IAC Group","title":"Human Resources Generalist - CHRS"}],"url":"https://www.linkedin.com/company/iac-group"},{"company":"State of Michigan","company_id":null,"location":"","positions":[{"description":"","duration":"Aug 2015 Jun 2016 11 months","duration_short":"11 months","end_date":"Jun 2016","start_date":"Aug 2015","subtitle":"State of Michigan","title":"Foster Care Worker"}],"url":""},{"company":"Cheever Treatment Center","company_id":null,"location":"","positions":[{"description":"","duration":"Mar 1999 Jul 2015 16 years 5 months","duration_short":"16 years 5 months","end_date":"Jul 2015","start_date":"Mar 1999","subtitle":"Cheever Treatment Center","title":"Juvenile Justice Specialist"}],"url":""}]', '["Steve Brown “Andrea worked at the IAC Mendon facility from July of 2016 until February of 2019. During her tenure at IAC she worked in the Human Resources Department as an HR Generalist. In this role she was responsible for attendance tracking, employee engagement, FMLA tracking, back-up to the individual who did contract administration and all other duties associated with the Human Resources Discipline. She has a creative flare and was always willing to take on new duties and opportunities.”","Kelly R. K. “Andrea worked for me on my team when I was at CSM and she is a very valuable member of that team! She cares deeply about people and about the work she is doing. Andrea is highly knowledgeable in the HR field and holds herself as a professional. She is diligent, proactive, and easily an HR leader! ”"]']
User: ['LeAnn Gfrerer', 'LeAnn is a local, highly accomplished, energetic and driven Leader. What can I offer you as a “highly regarded” partner: ✔ Trusted Advisor ✔ Strong Communication ✔ Excellent Customer Service ✔ Responsiveness ✔ Follow-through second-to-none ✔ Extensive cross-industry expertise', 'Client Engagement Director', 'TALENT Software Services', '[{"company":"TALENT Software Services","company_id":"talent-software-services","industry":"IT Services and IT Consulting","location":"Greater Minneapolis-St. Paul Area","positions":[{"description":"Founded in 1987 and headquartered in Minneapolis, Talent Software Services is a Certified Service Disabled Veteran-Owned Small Business (SDVOB) providing IT \\"TALENT\\" and beyond to the local Minneapolis market and nationally. I am Champion of the Customer Experience to ensure stellar Customer Service and overall Customer Satisfaction, and am actively engaged with Clients to position myself and Talent Software Services as a leading \\"trusted adviser\\" and your personalized go-to IT \\"TALENT\\" and beyond Specialist. Process improvement, Innovation and Communication are integral and main ingredients in all I do. Talent is committed to hiring Veterans and connecting Veterans with employers who value their skills, attitude and experience. Talent has built strong relationships \\"second-to-none\\" nationwide with the Veteran community and we focus on matching Veterans to the right opportunities.TALENT Software Services is honored to have earned the 2020 Military Friendly® Employers designation.Through our Veteran Talent Search (VTS) program, we provide support, mentoring and training opportunities for our Veterans. Our VTS team is able to partner with Clients to create specific programs which would include the initial training for Veterans followed by industry and company-specific training until placed at Client sites., It is an \\"honor-to-give-back\\" in a small way to our Veterans.TALENT is where top Twin Cities IT TALENT and beyond find their value in their respective local marketplaces.","duration":"Jul 2019 - Present 2 years 8 months","duration_short":"2 years 8 months","end_date":"Present","start_date":"Jul 2019","subtitle":"TALENT Software Services","title":"♦Client Engagement Director♦"}],"url":"https://www.linkedin.com/company/talent-software-services"}]', '["LinkedIn User “ LeAnn Gfrerer #Kudos It\'s incredible how often you exceed expectations #GoingAboveAndBeyond Thank you so much LeAnn Gfrerer for being there to answering all my questions and resolving all the issues. Since you joined #talentsoft it is awesome experience to work with you. You are always available to help your resources. Your interpersonal communication makes it easy for a resource to understand the situation better. LeAnn is one of the best Accounts Manager I have worked with. She is an #incredible leader and sincerely help her consultants. I really appreciate her feedback from the client and her support. Since she joined #talentsoft I see a big change and I highly #recommend LeAnn.”","Jarvis Edongnek “I work for LeAnn, while she worked as the sales Director at Charter Solutions. We worked on the improving their Salesforce instance to suit more with their internal process. LeAnn\'s knowledge and thoroughness is second to none. She was on point with what she wanted and how to present it. She supervised the product with a lot of enthusiasm and interest. She was available for support at any time you needed her. It was a joy to work for her. I highly recommend LeAnn for greater positions in a sales environment.”"]']### Assistant: The agent's job is to engage with potential clients and provide excellent customer service. Today, the agent is reaching out to the user because they need to discuss a potential partnership opportunity between their respective companies.
|
### Human: Agent: ['Ashley Semon', 'Driven, results-oriented Marketing graduate with an affinity towards developing product knowledge expertise in order to create beneficial client relationships and help solve problems.', 'BigID ♦ Know Your Data™ ▸ Privacy • Protection • Perspective', 'BigID', '[{"company":"BigID","company_id":"bigid","industry":"Software Development","location":"","positions":[{"description":"BigID’s data intelligence platform enables organizations to know their enterprise data and take action for privacy, protection, and perspective. Customers deploy BigID to proactively discover, manage, protect, and get more value from their regulated, sensitive, and personal data across their data landscape.By applying advanced machine learning and deep data insight, BigID transforms data discovery and data intelligence to address data privacy, data security, and data governance challenges across all types of data, at petabyte-scale, on-prem and in the cloud.","duration":"Jul 2021 - Present 9 months","duration_short":"9 months","end_date":"Present","start_date":"Jul 2021","subtitle":"BigID","title":"Business Development Representative"}],"url":"https://www.linkedin.com/company/bigid"},{"company":"Collibra","company_id":"collibra","location":"","positions":[{"description":"Personal Performance: 113.57% Quota Attainment FY21 Q2 Personal Performance: 113.57% Quota Attainment FY21 Q2","duration":"Mar 2021 Jul 2021 5 months","duration_short":"5 months","end_date":"Jul 2021","start_date":"Mar 2021","subtitle":"Collibra","title":"Business Development Representative"}],"url":"https://www.linkedin.com/company/collibra"},{"company":"Insituware","company_id":"insituware","location":"","positions":[{"description":"","duration":"Jan 2019 Apr 2019 4 months","duration_short":"4 months","end_date":"Apr 2019","start_date":"Jan 2019","subtitle":"Insituware","title":"Marketing Specialist"}],"url":"https://www.linkedin.com/company/insituware"},{"company":"Bellia Office Furniture","company_id":"bellia-office-furniture","location":"","positions":[{"description":"","duration":"Jan 2017 May 2017 5 months","duration_short":"5 months","end_date":"May 2017","start_date":"Jan 2017","subtitle":"Bellia Office Furniture","title":"Marketing Intern"}],"url":"https://www.linkedin.com/company/bellia-office-furniture"},{"company":"Walt Disney World","company_id":"walt-disney-world","location":"Orlando, Florida Area","positions":[{"description":"","duration":"Jan 2013 May 2013 5 months","duration_short":"5 months","end_date":"May 2013","start_date":"Jan 2013","subtitle":"Walt Disney World","title":"College Program Intern"}],"url":"https://www.linkedin.com/company/walt-disney-world"}]', '["Juan Guerrero “Ashley is one of the most consistent and hardworking BDRs that I\'ve had the pleasure of working with. She made sure to show up to work ready to grind every day. She not only hit her quota month after month but also played a big role in motivating her teammates and helping them reach their goals. Any team would be blessed to have her, and I\'m thankful for our time working together. ”","Alex Jay Grossman “Ashely is an excellent at what she does and works incredibly well with any team she\'s on. She has a strong work ethic, great attitude and consistently puts in the time to improve. Happy to have had the chance to work with her. ”"]']
User: ['Diane Wang', 'Specialties: Digital Publishing, SEO, Project Management, Business Development & Sales.', 'Operations Specialist', 'Rockefeller Capital Management', '[{"company":"Rockefeller Capital Management","company_id":"rockefeller-capital-management","industry":"Financial Services","location":"","positions":[{"description":"Support clients with related operations tasks. Support clients with related operations tasks.","duration":"Feb 2021 - Present 1 year 5 months","duration_short":"1 year 5 months","end_date":"Present","start_date":"Feb 2021","subtitle":"Rockefeller Capital Management","title":"Operations Specialist"}],"url":"https://www.linkedin.com/company/rockefeller-capital-management"},{"company":"The Library Agency","company_id":null,"location":"Greater Los Angeles Area","positions":[{"description":"Build the literary department (Film/TV) from ground up at boutique agency. Build the literary department (Film/TV) from ground up at boutique agency.","duration":"May 2019 Jan 2021 1 year 9 months","duration_short":"1 year 9 months","end_date":"Jan 2021","start_date":"May 2019","subtitle":"The Library Agency","title":"Literary Agent"}],"url":""},{"company":"Disrupt Interactive, LLC","company_id":"disrupt-interactive","location":"Greater Los Angeles Area","positions":[{"description":"All things Digital Publishing including content marketing, search engine optimization (on-page and off-page), and link building. All things Digital Publishing including content marketing, search engine optimization (on-page and off-page), and link building.","duration":"Dec 2017 May 2019 1 year 6 months","duration_short":"1 year 6 months","end_date":"May 2019","start_date":"Dec 2017","subtitle":"Disrupt Interactive, LLC","title":"Content Manager & SEO"}],"url":"https://www.linkedin.com/company/disrupt-interactive"},{"company":"Dynamic Television","company_id":null,"location":"Greater Los Angeles Area","positions":[{"description":"Provide coverage for television, roll calls, and assist with development. Provide coverage for television, roll calls, and assist with development.","duration":"Sep 2017 Dec 2017 4 months","duration_short":"4 months","end_date":"Dec 2017","start_date":"Sep 2017","subtitle":"Dynamic Television","title":"Development Intern"}],"url":""},{"company":"Mad Chance","company_id":null,"location":"Greater Los Angeles Area","positions":[{"description":"Provide script coverage, research, roll calls, office runs, and general admin. Provide script coverage, research, roll calls, office runs, and general admin.","duration":"Sep 2017 Dec 2017 4 months","duration_short":"4 months","end_date":"Dec 2017","start_date":"Sep 2017","subtitle":"Mad Chance","title":"Development Intern"}],"url":""},{"company":"Paintzen (acquired by PPG)","company_id":null,"location":"San Francisco","positions":[{"description":"Project manage and sell on-demand painting services. Project manage and sell on-demand painting services.","duration":"Sep 2015 Mar 2017 1 year 7 months","duration_short":"1 year 7 months","end_date":"Mar 2017","start_date":"Sep 2015","subtitle":"Paintzen (acquired by PPG)","title":"Account Executive"}],"url":""},{"company":"Visually (acquired by ScribbleLive)","company_id":"visual-ly","location":"San Francisco","positions":[{"description":"Manage inbounds leads for online content platform providing creative services. Manage inbounds leads for online content platform providing creative services.","duration":"Mar 2014 Sep 2015 1 year 7 months","duration_short":"1 year 7 months","end_date":"Sep 2015","start_date":"Mar 2014","subtitle":"Visually (acquired by ScribbleLive)","title":"Account Executive"}],"url":"https://www.linkedin.com/company/visual-ly"},{"company":"Luvocracy (acquired by Walmart Labs)","company_id":"luvocracy","location":"San Francisco","positions":[{"description":"Facilitate and coordinate talent acquisition for social commerce start-up. Facilitate and coordinate talent acquisition for social commerce start-up.","duration":"Sep 2011 Jun 2013 1 year 10 months","duration_short":"1 year 10 months","end_date":"Jun 2013","start_date":"Sep 2011","subtitle":"Luvocracy (acquired by Walmart Labs)","title":"Talent Acquisition"}],"url":"https://www.linkedin.com/company/luvocracy"},{"company":"Travelzoo","company_id":"travelzoo","location":"New York, NY","positions":[{"description":"Developed new partnerships with online publishers for the Travelzoo Network. Developed new partnerships with online publishers for the Travelzoo Network.","duration":"Jun 2009 May 2010 1 year","duration_short":"1 year","end_date":"May 2010","start_date":"Jun 2009","subtitle":"Travelzoo","title":"Network Development Associate"}],"url":"https://www.linkedin.com/company/travelzoo"},{"company":"Tremor Media","company_id":"tremor-video","location":"New York, NY","positions":[{"description":"Grew the rich media ad network adding 200+ publishers across the platform. Grew the rich media ad network adding 200+ publishers across the platform.","duration":"Jul 2008 Jun 2009 1 year","duration_short":"1 year","end_date":"Jun 2009","start_date":"Jul 2008","subtitle":"Tremor Media","title":"Network Development Manager"}],"url":"https://www.linkedin.com/company/tremor-video"}]', '["John Piersol “Want to know what a sales bulldog with a smile looks like? Look no further than Diane Wang. She is one of the most capable, driven and self motivated sales reps I\'ve ever had the privilege to work with. I loved managing Diane and would jump at the opportunity to work with her again one day. ”","Jana Mila Juginovic “Diane is one of the most dedicated, customer-driven individuals, I have had the pleasure of working with. The primary reason I continue to work with Visual.ly is because of Diane. She cares about her clients, takes the time to not only listen, but works tirelessly to resolve issues. She is an outstanding individual and any company would be lucky to have her. ”"]']### Assistant: The agent's job is to develop client relationships and solve problems, and today the agent is reaching out to the user from Rockefeller Capital Management because they need to discuss potential business development opportunities in the financial services industry.
|
### Human: Agent: ['David Creel', 'WHAT I DO: I help high performers achieve balanced success in their lives by using the Ziglar Coaching Systems. WHO I WORK WITH: High performers who want coaching. WHY IT WORKS: The name "Ziglar" has been changing lives through hope and encouragement for decades. We have a process that works, if you work the process. WHAT MAKES ME DIFFERENT: I am one of 14 Certified Ziglar Coaches in both the training systems in the world. I am certified to coach in two systems: Choose to Win and See You at The Top. MY WHY: I feel coaching is what I was put on Earth to do. My life motto is "You can have everything in life you want, if you will help enough other people get what they want." - Zig Ziglar HOW IT WORKS: The first step is called a Discovery Call. It\'s where we will discuss where you currently are in life, where you want to be, and what\'s been holding you back from achieving balanced success, in all areas of life that matter.... Mental, Spiritual, Physical, Family, Financial, Personal, and Career. READY TO TALK?: Reach out to me directly here on LinkedIn, or call/text me at 832-517-3361.', 'I’m a Ziglar coach who works with high performers. We have powerful conversations designed to locate blind spots in people’s lives. From there, we create something extraordinary together.', 'David Creel Coaching', '[{"company":"David Creel Coaching","company_id":null,"location":null,"positions":[{"description":"","duration":"Oct 2021 - Present 2 months","duration_short":"2 months","end_date":"Present","start_date":"Oct 2021","subtitle":"David Creel Coaching","title":"Ziglar coach - serving high performers"},{"description":"WHAT I DO: I help small business owners achieve balanced success in their lives by using the Ziglar Coaching Systems.WHO I WORK WITH: Service-based small-business owners who want coaching.WHY IT WORKS: The name \\"Ziglar\\" has been changing lives through hope and encouragement for decades. We have a process that works, if you work the process.WHAT MAKES ME DIFFERENT: I am one of 14 Certified Ziglar Coaches in both the training systems in the world. I am certified to coach in two systems: Choose to Win and See You at The Top.MY WHY: I feel coaching is what I was put on Earth to do. My life motto is \\"You can have everything in life you want, if you will help enough other people get what they want.\\" - Zig ZiglarHOW IT WORKS: The first step is called a Strategy Session. It\'s a phone call where we will discuss where you currently are in life, where you want to be, and what\'s been holding you back from achieving balanced success, in all areas of life that matter.... Mental, Spiritual, Physical, Family, Financial, Personal, and Career.READY TO TALK?: Reach out to me directly here on LinkedIn, or call/text me at 832-517-3361. Are you feeling stuck in a particular area of life? - Let\'s talk!Do you feel like a hamster stuck in a wheel? - Let\'s talk!Do you think you would enjoy balanced success in life? - Let\'s talk!Are you sick and tired of being sick and tired? - Let\'s talk!Do you WANT a coach to hold you accountable and show you the path to success? - Let\'s talk!","duration":"Apr 2020 Oct 2021 1 year 7 months","duration_short":"1 year 7 months","end_date":"Oct 2021","start_date":"Apr 2020","subtitle":"David Creel Coaching","title":"Certified Ziglar Coach | Serving Small Business Owners"}],"url":""},{"company":"DC Pressure Washing","company_id":null,"location":"","positions":[{"description":"I own/operate DC Pressure Washing. I\'ve been in business over 5 years with over 1,500 completed jobs. I own/operate DC Pressure Washing. I\'ve been in business over 5 years with over 1,500 completed jobs.","duration":"Oct 2015 - Present 6 years 2 months","duration_short":"6 years 2 months","end_date":"Present","start_date":"Oct 2015","subtitle":"DC Pressure Washing","title":"El Presidente"}],"url":""},{"company":"DC Financial Consulting","company_id":null,"location":"Deer Park, TX","positions":[{"description":"I help businesses empower their team members to win in their personal finances, so that they can have a positive impact in their lives, both on and off the job. I help businesses empower their team members to win in their personal finances, so that they can have a positive impact in their lives, both on and off the job.","duration":"Jun 2012 May 2020 8 years","duration_short":"8 years","end_date":"May 2020","start_date":"Jun 2012","subtitle":"DC Financial Consulting","title":"Owner"}],"url":""},{"company":"CDI","company_id":null,"location":"LyondellBasell","positions":[{"description":"","duration":"Dec 2013 Oct 2015 1 year 11 months","duration_short":"1 year 11 months","end_date":"Oct 2015","start_date":"Dec 2013","subtitle":"CDI","title":"Lab Technician"}],"url":""},{"company":"Inspectorate","company_id":"inspectorate","location":"","positions":[{"description":"","duration":"Jan 2011 Jul 2012 1 year 7 months","duration_short":"1 year 7 months","end_date":"Jul 2012","start_date":"Jan 2011","subtitle":"Inspectorate","title":"Lab tech"}],"url":"https://www.linkedin.com/company/inspectorate"}]', '["Ryan Fairbanks, RPL “Thanks so much for your coaching me through the Choose to Win book and helping me implement the principles in my life. My life, my family, my business and my balance are better because I engaged you to help me take steps in the direction of my priorities. When we started I was really out of balance; my Wheel of Life was flopping around, bouncing down the road. Now it is evened out and expanding in all 7 areas. Thank you so much for your friendship, care and connection. You made growing less painful and more enjoyable.”","John Simpson “David has the integrity a coach should have. He will ask the hard questions to make you a better person and get you from where you are to where you want to go. I highly recommend him as a coach and mentor.”"]']
User: ['Ashley Rainsbarger Emotional Intelligence Coach', 'Emotional Intelligence coach + energy healer for entrepreneurs and other professionals. Check out my testimonials below. Find me on FB at www.facebook.com/groups/coacheswhowannabehealers Or at my website: www.coachashley555.com to book a call. XOXO Ashley R.', 'Emotional Intelligence for High Level Entrepreneurs = More Joy, Impact, & Income', 'The Wiser Life, LLC.', '[{"company":"The Wiser Life, LLC.","company_id":"the-wiser-life","industry":"Professional Training & Coaching","location":"Platte City, Mo","positions":[{"description":"Providing professional coaching services to coaches and other service-driven entrepreneurs for more joy, impact, and income in life and business. Providing professional coaching services to coaches and other service-driven entrepreneurs for more joy, impact, and income in life and business.","duration":"Oct 2017 - Present 4 years 3 months","duration_short":"4 years 3 months","end_date":"Present","start_date":"Oct 2017","subtitle":"The Wiser Life, LLC.","title":"Subconscious Growth Coach for Entrepreneurs"}],"url":"https://www.linkedin.com/company/the-wiser-life"}]', '["Samantha Jaras “Ashley is one of the most down to earth, compassionate and direct coach I know. She will always tell it like it is, and challenge your thinking to expand in the best of ways. In a single hour working with her, I was able to triple my income that month from her business strategies + help on the INNER work. She truly helps you heal from the root of what\'s holding you back. Very grateful to be in business with Ashley and to have her in my corner!”","Stacey Snihur “Working with Ashley is nothing short of magical. She has such a gift for helping me to see where I am holding myself back, getting to the root of the issue and healing what needs to be healed. After working with Ashley, I feel like I can finally give myself permission to do things in a way that feels good to ME! I have both the confidence and the tools I need to help me take action, even when it feels a bit scary. My time with Ashley has not only changed the way I show up in my business, but it has changed how I show up in my whole life.”"]']### Assistant: The agent's job is to help high performers achieve balanced success in their lives using the Ziglar Coaching Systems. Today, the user is reaching out to the agent because they need assistance in improving their emotional intelligence and increasing joy, impact, and income as a high-level entrepreneur.
|
### Human: Agent: ['Jessica German', "APPAREL DESIGN• Create merchandising presentation for general development, licensing, and retailer meetings.• Research on new market trends based on in store visit, website, and social media platforms. • Create production packaging artwork based on new License Apparel Collection.Additional duties include: internal upkeep of daily tasks such as retailer development request (specialty and non specialty), licensor revision, and preparation of production ready art files. PACKAGE DESIGN• Create retail packaging including Private Label packaging, In-house and License packaging.• Create merchandising solutions via 3D SketchUp models for buyer plan-o-grams and visual presentations (i.e. Plan-o-gram for 30 in - 48 in endcap, POP Display, Floor Display, PDQ, and Side Stack)• Collaborate exclusively with the sales team to create buyer approved packaging in private label style guides (i.e. Lowe's, Target, Walmart, Big Lots, Kmart, Walgreens, etc.)• Collaborate with multiple departments of the creative process, including product developers, photographers, copywriters, mock-up team, sales managers, legal team, licensing coordinators, licensors, and buyers.• Communicate directly with China factory and design team to guide and give feedback on final production packaging as well as die-line creation.• Communicate directly with out-sourced design agency and designers to guide and give feedback on the creation of final production packaging in order to pass all testing and to meet date deadlines on time for shipping purposes.Additional duties include: creation of web graphics, sales boards and other internal presentation materials, showroom design and execution, and die-line creation.Specialties: • Packaging design (English only, Bilingual & Trilingual)• Plan-o-graming• Merchandising solution• POP display• Die-line creation• Adobe Illustrator• Adobe Photoshop• Adobe InDesign• Adobe Lightroom• Layout• Branding• Typography• Photography• Retouching", 'Graphic Designer at Gemmy Industries', 'FreeSol Apparel', '[{"company":"FreeSol Apparel","company_id":null,"location":null,"positions":[{"description":"• Video development for on-site restaurant location (Prime Bar & Grille) (2014 – Current)• 2015 Package and collateral development for local entrepreneur fashion designer (Alexandria Wilson) (2013 – Current)• Designed a logo for Hot Pink Life (2011)• Created a album cover for Osato Agboaye (2011)• Designed a logo for John Nae (2011)• Designed a logo for Sur-Ryl Foundation (2010)• Created business cards for Ace Productions (2009)• Designed Christian Camp t-shirt for Rochelle Hopkins(2009)","duration":"Jan 2009 - Present 12 years 7 months","duration_short":"12 years 7 months","end_date":"Present","start_date":"Jan 2009","subtitle":"FreeSol Apparel","title":"Freelance Graphic Designer"},{"description":"","duration":"Jan 2011 Jan 2017 6 years 1 month","duration_short":"6 years 1 month","end_date":"Jan 2017","start_date":"Jan 2011","subtitle":"FreeSol Apparel","title":"Freelance Photographer"}],"url":""},{"company":"BIOWORLD MERCHANDISING","company_id":"bioworld-merchandising","location":"Irving","positions":[{"description":"","duration":"Nov 2016 Feb 2017 4 months","duration_short":"4 months","end_date":"Feb 2017","start_date":"Nov 2016","subtitle":"BIOWORLD MERCHANDISING","title":"Senior Product Designer"}],"url":"https://www.linkedin.com/company/bioworld-merchandising"},{"company":"BIOWORLD MERCHANDISING","company_id":"bioworld-merchandising","location":"Irving, TX","positions":[{"description":"","duration":"Nov 2014 Mar 2016 1 year 5 months","duration_short":"1 year 5 months","end_date":"Mar 2016","start_date":"Nov 2014","subtitle":"BIOWORLD MERCHANDISING","title":"Juniors Apparel Graphic Designer"}],"url":"https://www.linkedin.com/company/bioworld-merchandising"},{"company":"Gemmy Industries Corp","company_id":"gemmy-industries","location":"Coppell, TX","positions":[{"description":"","duration":"Nov 2011 Nov 2014 3 years 1 month","duration_short":"3 years 1 month","end_date":"Nov 2014","start_date":"Nov 2011","subtitle":"Gemmy Industries Corp","title":"Graphic Designer"}],"url":"https://www.linkedin.com/company/gemmy-industries"},{"company":"JCPenney","company_id":"jcpenney","location":"Dallas/Fort Worth Area","positions":[{"description":"","duration":"Jun 2009 Dec 2009 7 months","duration_short":"7 months","end_date":"Dec 2009","start_date":"Jun 2009","subtitle":"JCPenney","title":"Photographer/ Sales Associate"}],"url":"https://www.linkedin.com/company/jcpenney"},{"company":"Delias","company_id":"delias","location":"Dallas/Fort Worth Area","positions":[{"description":"","duration":"Oct 2008 Jul 2009 10 months","duration_short":"10 months","end_date":"Jul 2009","start_date":"Oct 2008","subtitle":"Delias","title":"Sales Associate"}],"url":"https://www.linkedin.com/company/delias"}]', '["“Great person to work with lots of potential. Very educated”","“Jessica German is not only a rising star in her field, but a one-of-a-kind individual as well. Her discipline and attention to detail in her work balances her free spirit and infectious personality. I had the pleasure of working with Jess at Gemmy Industries, and ever since were hired around the same time, I have watched her confidence and professional portfolio grow. For myself on the product development side, Jessica was my go-to designer and she never ceased to get the job done and done well. She asked questions for clarification, worked out and kept to timelines, and explained the \\"why\\" instead of just giving me the \\"what\\". All this with a smile on her face. I\'m confident Jess will be an incredible asset to any environment she is in.”"]']
User: ['Diane Treganza', 'EXECUTIVE OVERVIEW:Dynamic, Passionate about Product, Detail oriented professional with extensive Product Development experience. Areas of expertise include Sourcing and Production, Pre-Production and Merchandising. Core strength in Cost Negotiations, Vendor relations and New Brand launches. Strong problem solving skills, Cross-functional leadership and development of direct reports.', 'Senior level apparel and footwear product developer, production and sourcing expert.', 'Private Social Publications', '[{"company":"Private Social Publications","company_id":null,"location":"South Florida","positions":[{"description":"","duration":"2020 - Present 1 year","duration_short":"1 year","end_date":"Present","start_date":"2020","subtitle":"Private Social Publications","title":"Director Social Media & Vendor Relationships: GB Living/Cocoplum Living Magazine"}],"url":""},{"company":"Miami Personal & Corporate Styling","company_id":null,"location":"Miami, Florida","positions":[{"description":"Miami Personal & Corporate Styling provides luxury Fashion Styling and Personal shopping experiences for individuals, couples or Corporations. Personal Shopping Packages/Packing Services, Closet Detox. Wardrobe Assessment and Image Consultations for businesses. www.miamistyling.comPersonal Shopper- Bloomingdale\'s, Aventura FLA 2018- 2019o Provide personalized shopping experience for clientele of store. o Partnerships with Local Hotel Concierge and Tourism Bureauso Team Captain for Bloomingdale\'s Fights Hunger Campaign. o Host quarterly (sales) events for established Clients; Fashion Forecasting and Trend Presentations.o Panel member at Aventura Hospital Women of Tomorrow “Power of the Heels” Event July 2019.","duration":"2018 - Present 3 years","duration_short":"3 years","end_date":"Present","start_date":"2018","subtitle":"Miami Personal & Corporate Styling","title":"Fashion Stylist/ Personal Shopper"}],"url":""},{"company":"Isaco International Corporation","company_id":"isaco-international-corporation","location":"Miami, Florida, United States","positions":[{"description":"* Lead the seasonal design and color direction for men\'s furnishings and lounge product. * Development of product packaging.* Partnered with Sales Team(s) on presentations to customers- based on PD Lifecycle calendar dates. * Initiated sample development (fit, ad samples).","duration":"2018 2018 less than a year","duration_short":"less than a year","end_date":"2018","start_date":"2018","subtitle":"Isaco International Corporation","title":"Director, Design and Merchandising"}],"url":"https://www.linkedin.com/company/isaco-international-corporation"},{"company":"Fred David","company_id":"como-fred-david","location":"Miami, Florida/Montreal Quebec","positions":[{"description":"o Responsible for the Sourcing, Development and Presentation of new vendor resources to the Design and Production Heads for $150m apparel wholesaler. Customers include Walmart, Kohl’s, JCP, Belk, Dillard’s, Ross stores, etc.o Present and open new countries for Production: India, Pakistan and Central America.o Liaison between Design and Product Development/Production Teams. Created Yearly Development calendar; New Product Development Team Process; Special Projects Processes.o Created Company Vendor Manual – presented to all vendors during Jan ’18 China visit.o Created multiple SOP documents across various Cross Functional Teams (CFT). o Analyze and apply vendor chargebacks. Recouped $100k to date in chargebacks YTD.o Weekly in –store evaluations/recaps of Current –and- New customers to Sales team. o Identification of new product/Brand opportunities thru Strategy Decks, Market analysis, Comp market Pricing Benchmarks. Initiated Sample development; Vendor- Sourcing Platform and Costing and Margin targets.","duration":"2017 2018 1 year","duration_short":"1 year","end_date":"2018","start_date":"2017","subtitle":"Fred David","title":"Director Global Sourcing (Apparel)"}],"url":"https://www.linkedin.com/company/como-fred-david"},{"company":"Boston Proper, LLC","company_id":"bostonproper","location":"Boca Raton, Florida","positions":[{"description":"o Leadership role overseeing the Full product Lifecyle of Women’s Apparel and Non Apparel, Footwear Categories at an annual volume of $150m.o Development and Management of Market Vendor and Factory Direct Supply Chain to support Company Growth Initiatives. Mix of 50/50 Market-to-Direct.o Analyze and drive improvement of seasonal Adoption Rates.o Development of Annual Corporate Product Calendar – emphasis on reducing timelines across all departments and improving process(es).o Lead for the Corporate Returns Initiative to reduce Return Rate(s). Identify fit issues and action with Technical Design team. Address thru product copy points.o Mentoring and Development for a team of 12 Product Managers and Technical Designers.","duration":"2016 2017 1 year","duration_short":"1 year","end_date":"2017","start_date":"2016","subtitle":"Boston Proper, LLC","title":"Sr. Director Product Development &Technical Design"}],"url":"https://www.linkedin.com/company/bostonproper"},{"company":"The Sports Authority","company_id":"sports-authority","location":"Denver, CO","positions":[{"description":"o Leadership role in identifying ‘white space’ for new product/category opportunities for multiple Private Label brands. $70m Annual Volume.o Categories of responsibility include Adult and Youth Apparel, Outerwear; Bike Apparel; Athleisure-Yoga Apparel; Golf (inclusive of Footwear), Footwear (Adult/Youth Athletic and outdoor/Snow) and Accessories.o Proven track record in achieving (or exceeding) Departmental margin goals. Results include BPS (Basis Point) improvement of +500-1000 pts (gain) in core/key item programs. o Strategic Vendor Relations and Sourcing: identifying new country channels for production based on Labor Costs, Logistics, and Duty free advantages. o Partner in development of Branding concept for new (brand) launches- Market research, competitive landscape analysis, trend shopping to determine ‘voice’ of the brand to be communicated in packaging and trims. o Development, Mentoring and Training of four direct reports. o Mentor for Corporate Retail Training Program; Board member Colorado Junior Achievement- Presenter for JA/Business Week Business program.o Extensive International Travel 2-3 times a year within Asia and Americas.","duration":"2012 2016 4 years","duration_short":"4 years","end_date":"2016","start_date":"2012","subtitle":"The Sports Authority","title":"Sr. Director, Sourcing- Product Management Private Brands (Softlines/Footwear Categories)"}],"url":"https://www.linkedin.com/company/sports-authority"},{"company":"Perry Ellis International","company_id":"perry-ellis-international","location":"Miami, Florida","positions":[{"description":"o Liaison between Merchants, Design, Purchasing, Technical Services, Compliance and Sales Teams.o Drove Seasonal Trend/Design Direction, Cost Negotiations, Factory Placement, Fabric Sourcing and Development for customers to include Kohl’s, Dillard’s, Sears/Kmart Annual volume $110.0m.o New vendor -country development specialist: organized Vendor Summit presenting new factories in Mexico to buying and sales team to better service in-country customers Liverpool and Sam’s Club MX.","duration":"2009 2012 3 years","duration_short":"3 years","end_date":"2012","start_date":"2009","subtitle":"Perry Ellis International","title":"Sourcing/Merchandise Manager Men\'s Bottoms"}],"url":"https://www.linkedin.com/company/perry-ellis-international"},{"company":"TravelSmith","company_id":"travelsmith","location":"","positions":[{"description":"o Development of Women’s Apparel and Accessories seasonal strategy for travel themed catalogue. Determine seasonal book(s) theme and color palette; identify key category/items to drive sales. o Analyze productivity of spreads based on Revenue per square inch, circulation, page count, density targets. Determine “re-list” strategy for product and make recommendations to Team. o Partner with Design and Sourcing teams on redevelopment of fatiguing product(s).","duration":"2007 2009 2 years","duration_short":"2 years","end_date":"2009","start_date":"2007","subtitle":"TravelSmith","title":"Sr. Merchandise Manager"}],"url":"https://www.linkedin.com/company/travelsmith"},{"company":"Starboard Cruise Services","company_id":"starboard-cruise-services","location":"Miami, Florida","positions":[{"description":"• Buying for all classifications of Apparel for Royal Caribbean International Cruise lines- $26.0m in sales annually. Categories include: Men’s, Ladies and Children’s Private label and Branded Resort wear; Outerwear; Footwear, Graphic T-shirts and hats.","duration":"2005 2007 2 years","duration_short":"2 years","end_date":"2007","start_date":"2005","subtitle":"Starboard Cruise Services","title":"Merchandise Manager- Apparel"}],"url":"https://www.linkedin.com/company/starboard-cruise-services"},{"company":"Gap Inc.","company_id":"gap-inc-","location":null,"positions":[{"description":"2002- 2005 GAP International Sourcing Miami, FLSr. Sourcing and Vendor Development Manager• Production lead for $45.0m annual volume cross brand departments: Women’s and children’s swimwear, Men’s graphic tees, Women’s knit tees and Men’s furnishings.1999- 2002 Production Manager Old Navy division of GAP Inc. (San Francisco, CA)• Team Lead for multi-category department with $100.0m annual volume: Children’s F/R sleepwear,Women’s Loungewear and Girl’s Bottoms and Outerwear.","duration":"1999 2005 6 years","duration_short":"6 years","end_date":"2005","start_date":"1999","subtitle":"Gap Inc.","title":"Manager- Production & Sourcing"},{"description":"• Drove seasonal business strategy for $40.0m Personal Care, Gift and Home Furnishings Business.","duration":"1994 1999 5 years","duration_short":"5 years","end_date":"1999","start_date":"1994","subtitle":"Gap Inc.","title":"Sr. Merchandise Manager- GAP Body"}],"url":"https://www.linkedin.com/company/gap-inc-"},{"company":"Belk Stores Services","company_id":"belk","location":"New York, New York","positions":[{"description":"","duration":"1988 1994 6 years","duration_short":"6 years","end_date":"1994","start_date":"1988","subtitle":"Belk Stores Services","title":"Buyer- Juniors"}],"url":"https://www.linkedin.com/company/belk"}]', '["“I had the pleasure of working with Diane at both Perry Ellis and Boston Proper. Since I met Diane 10 years ago, I have always admired her work ethic, her resilience, her organization, and of course her fabulous sense of style. Diane is extremely unique in her vast skill set ranging from production, product development, sourcing, technical design, merchandising, and styling. She is an incredibly motivated woman, an amazing problem solver, and extremely trustworthy. I would recommend Diane to any company or client without hesitation. ”","“I\'ve worked for Diane for over 2 years. In those 2 years, Diane has supported, encouraged and helped grow my professional development as I transitioned into Product Development. She is willing to put in the extra time and effort needed to support her team as well as to complete projects/tasks. Diane is very diligent in getting the job done and is very reliable. I\'m lucky to have learned from her and miss working with her everyday. ”"]']### Assistant: The agent's job is to create production packaging artwork and collaborate with multiple departments in the creative process, while the user is reaching out to the agent because they need assistance with cost negotiations and vendor relations for a new brand launch.
|
### Human: Agent: ['Wytress Richardson, EdD', 'Experienced Chief Executive Officer with a demonstrated history of working in the education management industry. Skilled in Nonprofit Organizations, E-Learning, Social Services, Strategic Planning, and Admissions. Strong entrepreneurship professional with a Doctor of Education (EdD) focused in Organizational Leadership from Argosy University Chicago.', 'Associate Professor, Program Chair Applied Behavioral Sciences at National Louis University', 'Girls of Grace Youth Organization', '[{"company":"Girls of Grace Youth Organization","company_id":null,"location":"Chicago","positions":[{"description":"","duration":"May 2007 - Present 14 years 9 months","duration_short":"14 years 9 months","end_date":"Present","start_date":"May 2007","subtitle":"Girls of Grace Youth Organization","title":"Founder/CEO"}],"url":""},{"company":"National Louis University","company_id":"national-louis-university","location":"","positions":[{"description":"","duration":"2000 - Present 22 years","duration_short":"22 years","end_date":"Present","start_date":"2000","subtitle":"National Louis University","title":"Associate Professor, Program Chair Applied Behavioral Sciences"}],"url":"https://www.linkedin.com/company/national-louis-university"}]', '["George Davis Jr. “What an excellent professor. One of our favorites at NLU. Very inspiring. I learned tons about leadership and still am developing transformational leadership skills, through seeds that she planted.”","Denise Louise Jones M.S., CADC “Professor Richardson was one of my first professors during my undergraduate program. She made us think outside the box. She challenged us to be team players. I remember her encouraging our cohort to continue on to graduate school. I just want her to know she did make a difference in my life. I have my Master\'s Degree and I just want to say thanks.”"]']
User: ['Elmira Hamidi', '"Leadership is influence." A strategic communicator with strong expertise in virtual advising and sensitive cross-cultural mentorship and guidance. Manager of complex programs with a flair for motivating others. Knowledge and familiarity with federal standards and guidelines. Established mastery of written communication, including demonstrated ability for clarity, brevity, and structure. Inspired leader armed with emotional intelligence with which to navigate diverse cultural contexts.', 'Higher Education', 'George Mason University', '[{"company":"George Mason University","company_id":"george-mason-university","industry":"Higher Education","location":null,"positions":[{"description":"Art of communication","duration":"Aug 2016 - Present 5 years","duration_short":"5 years","end_date":"Present","start_date":"Aug 2016","subtitle":"George Mason University","title":"Ph.D. Candidate"},{"description":"Interpersonal and Group Communication Course","duration":"Aug 2016 May 2017 10 months","duration_short":"10 months","end_date":"May 2017","start_date":"Aug 2016","subtitle":"George Mason University","title":"Instructor - Interpersonal and Group Communication"}],"url":"https://www.linkedin.com/company/george-mason-university"},{"company":"WeArt llc","company_id":"weart-llc","location":"Arlington, Virginia","positions":[{"description":"WeArt llc offers graphic design, web development, public relations, business consultation, social media management, blogging, and proofreading/editing services. We help you to increase your exposure and publicity by choosing the best marketing and PR strategies for your brand and purpose. We offer a one hour FREE consultation. We believe each business has its own story, and we are here to listen to yours and provide you with a step-by-step business strategy. Follow us for our seasonal deals, tips, and unique designs: www.linkedin.com/company/weart-llcWe Listen, We Design.","duration":"Dec 2014 - Present 6 years 8 months","duration_short":"6 years 8 months","end_date":"Present","start_date":"Dec 2014","subtitle":"WeArt llc","title":"Founder and President"}],"url":"https://www.linkedin.com/company/weart-llc"},{"company":"MaskanUSA","company_id":null,"location":"Washington D.C. Metro Area","positions":[{"description":"A family start-up in advertisement and online real estate industry.","duration":"2017 - Present 4 years","duration_short":"4 years","end_date":"Present","start_date":"2017","subtitle":"MaskanUSA","title":"Communications Manager and Co-Founder"}],"url":""},{"company":"naisA Global","company_id":"naisa","location":"Washington D.C. Metro Area","positions":[{"description":"naisA Global is a rapidly growing 501(c)3 educational non-profit organization dedicated to promoting diversity and empowering young professionals of Asian descent in the US and around the world. • Provided career guidance, leadership advice and mentoring support to young, talented Asian professionals.• Facilitated virtual meetings with students to answer their questions about career and academic goals.","duration":"May 2016 - Present 5 years 3 months","duration_short":"5 years 3 months","end_date":"Present","start_date":"May 2016","subtitle":"naisA Global","title":"Virtual Mentor"}],"url":"https://www.linkedin.com/company/naisa"},{"company":"IT Computer Wiz Kids","company_id":"it-computer-wiz-kids","location":"Washington D.C. Metro Area","positions":[{"description":"• Assisted in team proposal writing and editing.• Conducted technical research, analyzed federal and non-federal proposals, and presented the results to the CEO and the proposal team.• Managed the CEO’s emails, calendar, online folders and accounts. • Wrote and proofread the CEO’s official letters and all correspondences.• Designed, proofread, and circulated monthly newsletters via Constant Contact.• Designed and maintained the organization’s website and Facebook.• Designed a variety of formats, including brochures, flyers, one-pagers, newsletters, letterheads, and graphic elements.","duration":"Nov 2015 Nov 2016 1 year 1 month","duration_short":"1 year 1 month","end_date":"Nov 2016","start_date":"Nov 2015","subtitle":"IT Computer Wiz Kids","title":"CEO\'s Virtual Assistant"}],"url":"https://www.linkedin.com/company/it-computer-wiz-kids"},{"company":"Virginia Tech","company_id":"virginia-tech","location":"","positions":[{"description":"- Developing a WordPress website- Designing/maintaining logo, poster, letterhead, any other printed materials- Taking videos and editing by GoPro Studio- Using Google Analytics to monitor and analyze traffic on the websitePlease visit www.stepsasd.org","duration":"Aug 2014 May 2015 10 months","duration_short":"10 months","end_date":"May 2015","start_date":"Aug 2014","subtitle":"Virginia Tech","title":"Marketing Assistant"}],"url":"https://www.linkedin.com/company/virginia-tech"},{"company":"The office of Vice President for Administration at VT","company_id":null,"location":"Virginia Tech","positions":[{"description":"- Writing and editing campus notices, news releases, grant proposals, and job description brochures; - Designing for a variety of formats including website templates, brochures, and flyers;- Working with CMS and WordPress;- Photo shooting and editing photos ;","duration":"Jan 2013 May 2014 1 year 5 months","duration_short":"1 year 5 months","end_date":"May 2014","start_date":"Jan 2013","subtitle":"The office of Vice President for Administration at VT","title":"Graduate Communications Assistant"}],"url":""},{"company":"Handshake Media, Incorporated","company_id":"handshake-media-incorporated","location":"Blacksburg, VA","positions":[{"description":"Handshake Media, Incorporated is a communications technology company specializing in public relations and mobile technologies to generate market awareness and market action for its business-to-business and business-to-consumer clients. Handshake Media creates both the method and the message to achieve meaningful connection and strategic results for corporations, organizations and enterprises seeking global reach for their products and services. Handshake Media, Incorporated is based in Blacksburg, Virginia, USA.","duration":"Oct 2012 Sep 2013 1 year","duration_short":"1 year","end_date":"Sep 2013","start_date":"Oct 2012","subtitle":"Handshake Media, Incorporated","title":"Research Assistant at Handshake Media, Incorporated"}],"url":"https://www.linkedin.com/company/handshake-media-incorporated"}]', '["“Elmira is a professional who infuses passion into every aspect of her work. Her clients are high priority, and she lets them know by delivering high quality on each and every project. Her graphic designs are full of personality and thoughtfulness, and she is described by clients as a true artist; but perhaps what is most outstanding about Elmira is her \\"can do\\" work ethic. She has never met a challenge too big. From learning English, to scholarly research, to the software necessary to make her clients\' websites top-notch, Elmira thrives when learning something new. This makes her unstoppable as a business-minded communications professional. I am honored to know her as both a friend and colleague.”","“I worked with Ms. Elmira Hamidi during my tenure at Virginia Tech in the Vice President\'s of Administration\'s office. Elmira is one of the brightest, most thoughtful employees I have ever known. She has was always a professional in her assignments within the VT organization. Elmira is a creative, self starter. Elmira excels in all forms and mediums of communication. She always maintains a positive attitude in dealing with fellow employees, students, and outside vendors. Above all, she applies her excellent verbal, organizational, and motivational skills each day on the job. I am honored to endorse her and recommend her for any job in which she applies. Please feel free to contact me if you have any questions or would like more information. Sincerely, Carrie R. Norman”"]']### Assistant: The agent's job is to provide virtual mentoring and career guidance to young professionals, and today the agent is reaching out to the user to offer assistance and support in navigating diverse cultural contexts in their leadership role.
|
### Human: Agent: ['Mark McCorkle', 'As a 20+ year tech veteran of startups who has also built major components for large enterprises, I have the breadth of technology and lean business experience to help entrepreneurs turn their vision into a technology platform with a product in the hands of their clients so as to prove traction and take their company from idea to product.', 'Sr. Devops Engineer I at Progyny, Inc.', 'Progyny, Inc.', '[{"company":"Progyny, Inc.","company_id":"progyny","industry":"Hospital & Health Care","location":"New York, United States","positions":[{"description":"I will be helping Progyny to refine their current infrastructure and processes. I will be helping Progyny to refine their current infrastructure and processes.","duration":"Dec 2020 - Present 1 year","duration_short":"1 year","end_date":"Present","start_date":"Dec 2020","subtitle":"Progyny, Inc.","title":"Sr. Devops Engineer I"}],"url":"https://www.linkedin.com/company/progyny"}]', '["William Sankey “Mark is a rare talent. His wide breadth of technical skills and constant thirst for learning new skills makes him a superstar when dealing with hardware infrastructure as well as newer cloud technologies. He also is knowledgeable enough across domains to function as a pretty nifty fullstack developer. Aside from the technical proficiencies, Mark possess excellent communication skills and business acumen. This allows him to bridge multiple worlds--operations, technology, and business strategy--in a fashion you don\'t typically see.”","Dave L. “Mark\'s not only a great person, but knows IT Systems as well as anyone and has some of the most innovative ideas”"]']
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 provide technical expertise and business acumen to help entrepreneurs transform their vision into a tangible technology platform, and today the user is reaching out to the agent because they need guidance in implementing a technology-driven solution for their construction company.
|
### Human: Agent: ['Roger Stauss', 'I have over three decades of TV mixing experience for Chappelle\'s Show, Sesame Street, Showtime at the Apollo and many more.In 2012, After mixing 100 episodes for Ice Cube\'s TBS production "Are We There Yet," I moved the audio post system to our farm in Vermont. Looking for great sound on a budget? Need a few thousand laughs? Give me a call.Specialties: Audio mixing for television production and post production sweetening, using small and large format, digital consoles. Packages also available for location music, film and television.We mix on ProTools HD10 audio work stations at the farm.When not moving faders, I\'m raising grass fed beef and teaching people with special needs at Sugarbush Vermont Adaptive...http://www.vermontadaptive.org. Skiing for every body!', 'Co-owner Sugarhouse Soundworks, LLC Waitsfield, Vermont', 'Orion Entertainment', '[{"company":"Orion Entertainment","company_id":null,"location":"Granville, Vermont","positions":[{"description":"I have the pleasure of recording Voice Overs for one of my favorite TV Personalities, B\'fer Roth. He Stars on The Tree House Guys now airing on the DIY network and produced by Orion Entertainment. Check it out. You may wanna live in a tree.","duration":"Jun 2015 - Present 6 years 2 months","duration_short":"6 years 2 months","end_date":"Present","start_date":"Jun 2015","subtitle":"Orion Entertainment","title":"Sound Recordist"}],"url":""},{"company":"Noteworthy Studios, Inc","company_id":null,"location":"","positions":[{"description":"Music and audio post production using ProTools HD.Studio and location recording. Freelance Television audio engineering.Please visit www.vermontrecording.com.","duration":"1989 - Present 32 years","duration_short":"32 years","end_date":"Present","start_date":"1989","subtitle":"Noteworthy Studios, Inc","title":"Owner"}],"url":""},{"company":"Laughing Eagle Productions","company_id":null,"location":"Bolton Valley, Vermont","positions":[{"description":"Location, Pro Tools, Multi-track recording for the Hop Jam Festival at Bolton Valley Resort. Bright blue sky giving way to a star studded night and crisp mountain air filled with the smell of mesquite barbecue.The music tasted good too: Soule Monde, Natalie Cressman, Cabinet, Ryan Montbleau to name a few.","duration":"Jul 2015 Aug 2015 2 months","duration_short":"2 months","end_date":"Aug 2015","start_date":"Jul 2015","subtitle":"Laughing Eagle Productions","title":"Music Recordist for the Hop Jam Festival"}],"url":""},{"company":"Comedy Central","company_id":null,"location":"Greater New York City Area","positions":[{"description":"Post mixer/Sweetener for 8 episodes of Dave Attell\'s raw, uncensored, late night show from New York\'s Village Underground.","duration":"Mar 2014 Apr 2014 2 months","duration_short":"2 months","end_date":"Apr 2014","start_date":"Mar 2014","subtitle":"Comedy Central","title":"Comedy Underground with Dave Attell"}],"url":""},{"company":"AWTY, LLC - \\"Are We There Yet?\\"","company_id":null,"location":"Stamford, Connecticut","positions":[{"description":"Designed and installed two, ProTools mix rooms to accommodate a fast turn-around production schedule.Mixed and sweetened 100 episodes, creating original sound effects and laugh library.Supervised Post Audio Personnel.Delivered network mixes and international production stems to broadcast specifications.","duration":"2010 Feb 2012 2 years","duration_short":"2 years","end_date":"Feb 2012","start_date":"2010","subtitle":"AWTY, LLC - \\"Are We There Yet?\\"","title":"Post Audio Mixer"}],"url":""},{"company":"Sesame Street Workshop","company_id":"sesame-workshop","location":"Greater New York City Area","positions":[{"description":"Production Mixer and Audio Director recording Humans and Muppets and worked with the best Audio Crew in TV. Responsible for mixing live dialog, music and sound effects and delivery of multi-track recording for post production.Introduced Pro Tools digital audio workstations and developed guidelines to improve music and production audio work flow.","duration":"Dec 2007 Apr 2010 2 years 5 months","duration_short":"2 years 5 months","end_date":"Apr 2010","start_date":"Dec 2007","subtitle":"Sesame Street Workshop","title":"Audio Director/Mixer"}],"url":"https://www.linkedin.com/company/sesame-workshop"},{"company":"Self-employed","company_id":null,"location":"","positions":[{"description":"","duration":"1984 2008 24 years","duration_short":"24 years","end_date":"2008","start_date":"1984","subtitle":"Self-employed","title":"Audio Director"}],"url":""},{"company":"Reeves Teletape","company_id":null,"location":"New York City","positions":[{"description":"","duration":"1980 1989 9 years","duration_short":"9 years","end_date":"1989","start_date":"1980","subtitle":"Reeves Teletape","title":"Audio engineer/Supervisor: Ed Sullivan Theater"}],"url":""},{"company":"Freelance TV Production","company_id":null,"location":"Greater New York City Area","positions":[{"description":"","duration":"1981 1984 3 years","duration_short":"3 years","end_date":"1984","start_date":"1981","subtitle":"Freelance TV Production","title":"Audio Mixer"}],"url":""},{"company":"Connecticut Public Broadcasting","company_id":"connecticut-public-broadcasting","location":"Hartford, Connecticut","positions":[{"description":"","duration":"1975 1979 4 years","duration_short":"4 years","end_date":"1979","start_date":"1975","subtitle":"Connecticut Public Broadcasting","title":"Audio Engineer/Audio Supervisor for Television operations"}],"url":"https://www.linkedin.com/company/connecticut-public-broadcasting"},{"company":"WWUH-FM","company_id":null,"location":"University of Hartford, Hartford, Conn.","positions":[{"description":"","duration":"1973 1977 4 years","duration_short":"4 years","end_date":"1977","start_date":"1973","subtitle":"WWUH-FM","title":"Announcer/Program Director"}],"url":""}]', '["“Roger is an ace mixer who understands how to work with a giant team of moving parts. he was even cool with me when i tried to make live laugh tracks on \\"are we there yet?\\" with my AKAI mpc. thanks for mixing all those shows!”","“Roger is one of my favorite people to work with...He has the best recording studio in Vermont along with the talent to match...He is always personable, always friendly, and always capable...”"]']
User: ['Erica Grody Levens', 'Experienced Associate Director with a demonstrated history of working in the broadcast media industry. Skilled in live News and Special Events control room environment. Strong business development professional with a B.A. focused in Communications from University of Pennsylvania.', 'Associate Director, TODAY', 'NBC News', '[{"company":"NBC News","company_id":"nbc-news","industry":"Broadcast Media","location":null,"positions":[{"description":"","duration":"1996 - Present 25 years","duration_short":"25 years","end_date":"Present","start_date":"1996","subtitle":"NBC News","title":"Associate Director, The Today Show"},{"description":"","duration":"1991 - Present 30 years","duration_short":"30 years","end_date":"Present","start_date":"1991","subtitle":"NBC News","title":"Producer, The Fun We Had on TODAY Year in Review"},{"description":"Evening, weekly TV newsmagazine","duration":"1994 1995 1 year","duration_short":"1 year","end_date":"1995","start_date":"1994","subtitle":"NBC News","title":"Associate Director, Now with Katie Couric and Tom Brokaw"},{"description":"","duration":"1986 1995 9 years","duration_short":"9 years","end_date":"1995","start_date":"1986","subtitle":"NBC News","title":"Production Associate/Freelance Associate Director"}],"url":"https://www.linkedin.com/company/nbc-news"}]', '["“Everything Keith said and an amazing mother, wife and friend. She does more in a day than most people do in a week. Countless people are better for having her in their life.”","“A master at her craft and an extremley valuable asset to NBC and TODAY. Erica excels in the fast paced high stress environment that is the TODAY Show control room. She provides the perfect mix of urgency, professionalism and comic relief to keep the show moving, accurate and always on time. It was a pleasure to work with Erica.”"]']### Assistant: The agent's job is to provide expert audio mixing for television production and post production sweetening, using small and large format, digital consoles, while the user is reaching out to the agent because they need assistance with live News and Special Events control room environment for a project.
|
### Human: Agent: ['Steven Ladd', 'Founder at Equity Champions, helping owners of small businesses achieve record results despite the pandemic. Serial entrepreneur and angel investor.', 'Founder at Equity Champions', 'Equity Champions', '[{"company":"Equity Champions","company_id":null,"location":"Kennebunk, Maine, United States","positions":[{"description":"","duration":"May 2020 - Present 1 year 7 months","duration_short":"1 year 7 months","end_date":"Present","start_date":"May 2020","subtitle":"Equity Champions","title":"Founder"}],"url":""},{"company":"Happier Hearts","company_id":"happierus","location":"Kennebunk, Maine","positions":[{"description":"Inspiring and enabling couples to have happier relationships via training and coaching based on the combination of what is proven by science and what works in the real world. Inspiring and enabling couples to have happier relationships via training and coaching based on the combination of what is proven by science and what works in the real world.","duration":"Apr 2018 - Present 3 years 8 months","duration_short":"3 years 8 months","end_date":"Present","start_date":"Apr 2018","subtitle":"Happier Hearts","title":"Partner"}],"url":"https://www.linkedin.com/company/happierus"},{"company":"Walnut Ventures","company_id":"walnut-ventures","location":"Greater Boston Area","positions":[{"description":"Walnut Ventures is a group of experienced entrepreneurs and investors seeking investment opportunities in seed and early-stage companies in the New England area. We are focused on information technology companies with significant technology addressing rapidly growing markets. We can commit $250,000 to $1,000,000 to a single financing. Our objective is to help talented entrepreneurs build lasting businesses of significant value and to participate as active investors. Walnut Ventures is a group of experienced entrepreneurs and investors seeking investment opportunities in seed and early-stage companies in the New England area. We are focused on information technology companies with significant technology addressing rapidly growing markets. We can commit $250,000 to $1,000,000 to a single financing. Our objective is to help talented entrepreneurs build lasting businesses of significant value and to participate as active investors.","duration":"Sep 2008 - Present 13 years 3 months","duration_short":"13 years 3 months","end_date":"Present","start_date":"Sep 2008","subtitle":"Walnut Ventures","title":"Partner"}],"url":"https://www.linkedin.com/company/walnut-ventures"},{"company":"Squadle, Inc.","company_id":"squadle","location":"Cambridge, MA","positions":[{"description":"Initiated sales to leading McDonald\'s franchisees by partnering with Apple Financial services for no-money-down financing and partnering with Insight for turn-key logistics. Led multiple angel fundraising rounds for this enterprise SaaS and IoT startup that\'s automating the multi-unit retail industry that currently runs on paper. Initiated sales to leading McDonald\'s franchisees by partnering with Apple Financial services for no-money-down financing and partnering with Insight for turn-key logistics. Led multiple angel fundraising rounds for this enterprise SaaS and IoT startup that\'s automating the multi-unit retail industry that currently runs on paper.","duration":"Jul 2016 Apr 2018 1 year 10 months","duration_short":"1 year 10 months","end_date":"Apr 2018","start_date":"Jul 2016","subtitle":"Squadle, Inc.","title":"Chief Strategy Officer"}],"url":"https://www.linkedin.com/company/squadle"},{"company":"Primacea, Inc.","company_id":"primacea-inc.","location":"Boston, Massachusetts","positions":[{"description":"Consulted for medical startups and publicly traded drug and device manufacturers. Developed compliance systems that attracted and retained leading physicians in key roles on scientific advisory boards, product development and medical education. Delivered hospital compliance infrastructure tools. Author and recognized expert in Open Payments. Consulted for medical startups and publicly traded drug and device manufacturers. Developed compliance systems that attracted and retained leading physicians in key roles on scientific advisory boards, product development and medical education. Delivered hospital compliance infrastructure tools. Author and recognized expert in Open Payments.","duration":"2010 Jun 2016 6 years","duration_short":"6 years","end_date":"Jun 2016","start_date":"2010","subtitle":"Primacea, Inc.","title":"Co-founder and Advisor"}],"url":"https://www.linkedin.com/company/primacea-inc."},{"company":"Copanion, Inc.","company_id":"copanion-inc.","location":"Greater Boston Area","positions":[{"description":"Developed industry-leading software that processes more than 100,000 individual (1040) tax returns annually from scanned paper documents and digital downloads. Raised $20 million in equity capital, filed key patents and gained the American Institute of Certified Public Accountants’ endorsement as the accounting profession\'s standard for tax preparation. Sold to national tax software firm. Developed industry-leading software that processes more than 100,000 individual (1040) tax returns annually from scanned paper documents and digital downloads. Raised $20 million in equity capital, filed key patents and gained the American Institute of Certified Public Accountants’ endorsement as the accounting profession\'s standard for tax preparation. Sold to national tax software firm.","duration":"2006 2010 4 years","duration_short":"4 years","end_date":"2010","start_date":"2006","subtitle":"Copanion, Inc.","title":"Founder and CEO"}],"url":"https://www.linkedin.com/company/copanion-inc."},{"company":"Systematic Accounting, Inc.","company_id":null,"location":"Greater Boston Area","positions":[{"description":"Co-founded management consulting and accounting and business that served small to mid-sized New England businesses and their owners in high tech, retail and real estate development. Sold to regional accounting firm. Co-founded management consulting and accounting and business that served small to mid-sized New England businesses and their owners in high tech, retail and real estate development. Sold to regional accounting firm.","duration":"2003 2006 3 years","duration_short":"3 years","end_date":"2006","start_date":"2003","subtitle":"Systematic Accounting, Inc.","title":"Executive Chairman"}],"url":""},{"company":"Uptiq","company_id":null,"location":"Greater Boston Area","positions":[{"description":"Negotiated amicable settlement of lawsuit by structuring multimillion-dollar leveraged buyout of Internet-based temporary staffing software company. Doubled software development firm\'s ongoing business with its largest customer by creating a rapid prototype design process. Tripled sales and profits of high performance electronics simulation firm by revamping marketing strategy and pricing. Negotiated amicable settlement of lawsuit by structuring multimillion-dollar leveraged buyout of Internet-based temporary staffing software company. Doubled software development firm\'s ongoing business with its largest customer by creating a rapid prototype design process. Tripled sales and profits of high performance electronics simulation firm by revamping marketing strategy and pricing.","duration":"2000 2003 3 years","duration_short":"3 years","end_date":"2003","start_date":"2000","subtitle":"Uptiq","title":"Founder and Principal Consultant"}],"url":""},{"company":"InterChip Systems, Inc.","company_id":null,"location":"Greater Boston, New York and San Francisco Bay Area","positions":[{"description":"Founded and led an electronics business that developed more than 1,000 miniaturized products for the medical, computer, semiconductor and aerospace industries. Formed the Ceramic Interconnect Alliance with DuPont, attracting 80 corporate members and the sponsorship of the International Microelectronics and Packaging Society. Served as strategic technology consultant to French government and commercial interests. Negotiated international technology transfers. Sold the company to Honeywell in 1998, quadrupling the business as VP and General Manager over the next two years.","duration":"1992 2000 8 years","duration_short":"8 years","end_date":"2000","start_date":"1992","subtitle":"InterChip Systems, Inc.","title":"Founder and President"}],"url":""},{"company":"Raychem Corporation - Advanced Packaging Systems","company_id":"raychem-corporation","location":"San Francisco Bay Area","positions":[{"description":"Booked more than $1 million in the very first orders for multichip modules used by General Electric, Texas Instruments, Raytheon and Hughes. Developed design operations from scratch by modifying conventional computer-aided design and manufacturing tools for new technology. Invented features that improved testing and rework of expensive substrates and modules. Booked more than $1 million in the very first orders for multichip modules used by General Electric, Texas Instruments, Raytheon and Hughes. Developed design operations from scratch by modifying conventional computer-aided design and manufacturing tools for new technology. Invented features that improved testing and rework of expensive substrates and modules.","duration":"1987 1992 5 years","duration_short":"5 years","end_date":"1992","start_date":"1987","subtitle":"Raychem Corporation - Advanced Packaging Systems","title":"National Sales Manager and Design Manager"}],"url":"https://www.linkedin.com/company/raychem-corporation"},{"company":"Teradyne - Megatest","company_id":null,"location":"San Francisco Bay Area","positions":[{"description":"Directed MegaOne prototype launch. Managed printed circuit board manufacturing, assembly and test: doubled productivity while cutting defects by 95%. Re-architected mainframe of VLSI test system. Invented the world\'s first missless cache for high-speed memory. Directed MegaOne prototype launch. Managed printed circuit board manufacturing, assembly and test: doubled productivity while cutting defects by 95%. Re-architected mainframe of VLSI test system. Invented the world\'s first missless cache for high-speed memory.","duration":"1981 1987 6 years","duration_short":"6 years","end_date":"1987","start_date":"1981","subtitle":"Teradyne - Megatest","title":"Plant Manager and Design Manager"}],"url":""}]', '["Sue Horne “I worked for Steven for over 8 years at InterChip Systems.”","Penny Breslin “Steven is amazing at forward thinking. He can see ideas flushed out and what will be coming up around the corner. His energy and commitment to his clients have made working with him not only enlightening but extremely enjoyable.”"]']
User: ['Julie Wren', 'I bring over 10 years of marketing, public relations, and business development experience. I enjoy new business opportunities and finding ways to reach key individuals. I am a very creative person who views multiple ways of accomplishing goals, and improving processes. I am an energetic leader, and believe in identifying strengths in others to build and empower an organization. I have a deep knowledge of strategy, business evolution, and corporate structure.My background has afforded me extensive understanding in brand development, contract negotiations, technology, presentations, competitive analysis, sales, segmentation, and implementation. I continue to cultivate strong partnerships, resulting in millions of dollars in new revenue and strategic alliances.', 'Bee Keeper, Chef, Snowboarder and Regional Account Manager at Peoplelink Professional | Technical Recruiting', 'Peoplelink Staffing Solutions | A Peoplelink Group Company', '[{"company":"Peoplelink Staffing Solutions | A Peoplelink Group Company","company_id":null,"location":"Greenville, South Carolina Area","positions":[{"description":"Professional Engineering and Technical Recruiting for Southern region. Servicing several verticals in the upstate Medical to Automotive, Food to Energy. Providing Managers, Engineers, Logistics, Operations and Operational support.","duration":"Oct 2017 - Present 3 years 10 months","duration_short":"3 years 10 months","end_date":"Present","start_date":"Oct 2017","subtitle":"Peoplelink Staffing Solutions | A Peoplelink Group Company","title":"Regional Account Manager - Technical Recruiting"}],"url":""},{"company":"ATCO Industries, Inc.","company_id":"atco-industries-inc.","location":"Southeast Region","positions":[{"description":"Responsible to advance and maintain business relations in the Southeast region with Manufacturing. Increased profitability through targeting markets and by using creative networking to increase strong customer connections. Working with OEM’s and Tier 1 Suppliers throughout US and Mexico to cover technical needs for quality services within the Southeast. Expanded warehousing business, and forged new relationships with BMW and other OEM’s. Revitalized additional opportunities within ATCO facilities for sub-assembly, warehousing, sequencing, rework and repack projects.","duration":"Jan 2016 Oct 2017 1 year 10 months","duration_short":"1 year 10 months","end_date":"Oct 2017","start_date":"Jan 2016","subtitle":"ATCO Industries, Inc.","title":"Business Development Manager- Quality Assurance and Containment Management"}],"url":"https://www.linkedin.com/company/atco-industries-inc."},{"company":"OmniSource","company_id":null,"location":"Upstate, South Carolina Area, NC, TN, AL, KY, IN","positions":[{"description":"Responsible for 4M + in annual new business development. Lead generation, marketing, branding, and existing client development. Working with C-Level executives /Human Resources- for recruiting and placement as extension of their offices. Business Development/Business Relationships within Manufacturing, Industrial, and Executive arenas. Contract development and negotiations. Maintaining new and existing business throughout several states. Working with several local branches to provide staffing services for clients.","duration":"Feb 2015 Jan 2016 1 year","duration_short":"1 year","end_date":"Jan 2016","start_date":"Feb 2015","subtitle":"OmniSource","title":"Senior Market Manager"}],"url":""},{"company":"US Sports MRI Diagnostic Imaging","company_id":null,"location":"Greater Salt Lake City Area","positions":[{"description":"Increased revenue by 30% through driving the development and execution of business to business and direct-to- consumer marketing initiatives. Lead channel marketing initiatives and promotional strategies to establish new business partnerships with physicians and partners. Gained contracts for U.S. Speed Skating Olympic Teams and Development teams adding over 1.2 Million in revenues.Provided strong strategy development and creative proposals to aid in the evolution of increased offerings. Delivered organized timelines of implementation, as well as specific placement of marketing initiatives/programs by customer. Cemented relationship with largest research firm in Western U.S., adding new Alzheimer research studies with our company adding $2,500,000 Million in revenue over 2 years.Coordinated with ad agency to use category management to target customers. Lead creative design and content management evolution. Handled all promotional strategies and product/services launches.Lead efforts to build a new database, and implement loyalty programs. Created new web and e-strategies and initiatives across the brand. Aiding in a 25% increase in web traffic, and 17% increase in physician referrals.","duration":"Jan 2012 Dec 2014 3 years","duration_short":"3 years","end_date":"Dec 2014","start_date":"Jan 2012","subtitle":"US Sports MRI Diagnostic Imaging","title":"VP of Public Relations & Marketing"}],"url":""},{"company":"Mazuma Capital Corp","company_id":"mazuma-capital-corp","location":"Draper, Utah","positions":[{"description":"Advanced new web and e-marketing programs to increase web traffic by 20%. By adding multiple landing pages, cross marketing efforts and aligning with new organizations. Implemented new email marketing campaigns and consistent, relevant press releases using keywords and inbound links. Increased organic traffic to sites, lead social media platform campaigns to increase engagement and click through rates.Developed new programs for over 75 sales people to accomplish more effective sales development and training programs. Increased sales team by 20% and new clients by 17%. Aligned with lending department to aid in identifying new U.S. investment banking firms. Point person to collaborate with professional business brokers, and consultants located in the U.S. and welcome any qualified entities.","duration":"Jan 2010 Mar 2012 2 years 3 months","duration_short":"2 years 3 months","end_date":"Mar 2012","start_date":"Jan 2010","subtitle":"Mazuma Capital Corp","title":"VP of Marketing Capital Finance"}],"url":"https://www.linkedin.com/company/mazuma-capital-corp"},{"company":"JF Consulting -Digital and Media","company_id":null,"location":"Salt Lake City, Utah","positions":[{"description":"Initiated brand development, new client focus driven programs, e-presence, and web site traffic growth for clients. Advised and educated on formation of new programs and implementation of programs. Helped staff of clients to recognize, and generate new opportunities to offer services and offerings. Lead creative design and content for ads, website and landing pages. Delivered strong email campaigns with concentrated follow-up campaigns on CTR. Used social media platforms to increase engagements and organic traffic. Managed deliverables and ROI for customers.","duration":"Jan 2002 Jan 2010 8 years 1 month","duration_short":"8 years 1 month","end_date":"Jan 2010","start_date":"Jan 2002","subtitle":"JF Consulting -Digital and Media","title":"Senior Marketing Consultant"}],"url":""}]', '["“Displaying great understanding of customer needs and recognition of urgency, Julie has on many occasions demonstrated delivering on promises and helping out during unforeseen times of need. Julie builds and maintains strong relationships with partners based on her strategic business focus. Julie’s professionalism, intelligence, and drive make her a pleasure to work with and an asset to any organization she is involved with.”","“I had the great pleasure of working with Julie for a few years while she was at Mazuma Capital. Anyone who has met her knows immediately about her immense positive energy. We all benefited from her enthusiasm as well as the level of sophistication she brought to promoting our organization, both internally, boosting our morale and esprit de corps, and externally, through various marketing media. She learned our business quickly and became an inspiration not just in the general \\"she\'s so outgoing\\" kind of way, but in ways specific to our industry and business model. There are parts of my process even today that are echoes of what she contributed. Thanks Jules. ”"]']### Assistant: The agent's job is to identify potential business opportunities and build strong relationships, and today, the agent is reaching out to the user because they need to discuss a potential strategic partnership in the staffing and recruitment industry.
|
### Human: Agent: ['Marques McCammon', 'Spirited, energetic, and experienced executive skilled in developing innovative ideas into provocative market opportunities that yield better than average returns for stakeholder and the market at large Bridging the gap between product development and consumer expectionsBuilding value in companies that is visible in the brand, the bottom line, and the peopleSpecialties: General Management, Product Development, Product Marketing and Product Strategy, Public Relations Strategy, Market Analysis, Personnel Development and Mentoring, Creative Direction, Program Managment, Business Development, Media and Investor Relations', 'Global Managing Director Automotive & Industrial at Ricardo plc', 'Ricardo plc', '[{"company":"Ricardo plc","company_id":"ricardo-plc","industry":"Renewables & Environment","location":null,"positions":[{"description":"","duration":"Jul 2021 - Present 2 months","duration_short":"2 months","end_date":"Present","start_date":"Jul 2021","subtitle":"Ricardo plc","title":"Global Managing Director Automotive & Industrial"},{"description":"","duration":"Oct 2019 - Present 1 year 11 months","duration_short":"1 year 11 months","end_date":"Present","start_date":"Oct 2019","subtitle":"Ricardo, Inc","title":"President North America"}],"url":"https://www.linkedin.com/company/ricardo-plc"},{"company":"ConnectED: The National Center for College and Career","company_id":"connected-the-california-center-for-college-and-career","location":"","positions":[{"description":"","duration":"Oct 2020 - Present 11 months","duration_short":"11 months","end_date":"Present","start_date":"Oct 2020","subtitle":"ConnectED: The National Center for College and Career","title":"Board Member"}],"url":"https://www.linkedin.com/company/connected-the-california-center-for-college-and-career"},{"company":"Wind River","company_id":"wind-river","location":null,"positions":[{"description":"","duration":"2016 2019 3 years","duration_short":"3 years","end_date":"2019","start_date":"2016","subtitle":"Wind River","title":"Vice President Global Automotive"},{"description":"","duration":"2015 2016 1 year","duration_short":"1 year","end_date":"2016","start_date":"2015","subtitle":"Wind River","title":"General Manager"},{"description":"","duration":"2014 2015 1 year","duration_short":"1 year","end_date":"2015","start_date":"2014","subtitle":"Wind River","title":"Senior Director Auto Products"}],"url":"https://www.linkedin.com/company/wind-river"},{"company":"NSTIG8","company_id":"nstig8","location":"Carlsbad, CA","positions":[{"description":"","duration":"2012 2014 2 years","duration_short":"2 years","end_date":"2014","start_date":"2012","subtitle":"NSTIG8","title":"Founder"}],"url":"https://www.linkedin.com/company/nstig8"},{"company":"Aptera Motors","company_id":"aptera-motors","location":"Carlsbad, CA","positions":[{"description":"","duration":"2008 2011 3 years","duration_short":"3 years","end_date":"2011","start_date":"2008","subtitle":"Aptera Motors","title":"Chief Marketing Officer"}],"url":"https://www.linkedin.com/company/aptera-motors"},{"company":"Saleen","company_id":"saleen","location":"Troy, Michigan","positions":[{"description":"","duration":"2007 2008 1 year","duration_short":"1 year","end_date":"2008","start_date":"2007","subtitle":"Saleen","title":"General Manager Car & Truck Division"}],"url":"https://www.linkedin.com/company/saleen"},{"company":"Roush Creative Services","company_id":"american-specialty-cars","location":"Huntington Beach, CA","positions":[{"description":"","duration":"2006 2007 1 year","duration_short":"1 year","end_date":"2007","start_date":"2006","subtitle":"Roush Creative Services","title":"General Manager West Coast Design and Development Operations"}],"url":"https://www.linkedin.com/company/american-specialty-cars"},{"company":"American Specialty Car","company_id":null,"location":"Southgate, Michigan","positions":[{"description":"","duration":"2003 2006 3 years","duration_short":"3 years","end_date":"2006","start_date":"2003","subtitle":"American Specialty Car","title":"Director Product & Business Planning"}],"url":""},{"company":"Daimler Chrysler","company_id":"daimlerchrysler","location":"Auburn Hills, Michigan","positions":[{"description":"","duration":"1998 2003 5 years","duration_short":"5 years","end_date":"2003","start_date":"1998","subtitle":"Daimler Chrysler","title":"Product Development & Strategy"}],"url":"https://www.linkedin.com/company/daimlerchrysler"}]', '["Paul Wilbur “Marques is quite frankly one of the most talented automotive and business executives that I have ever worked with. At Aptera, with no real marketing budget, Marques levered a unique product concept into over 1 BILLION positive media impressions that lifted our company onto the national stage with national recognition from every major media outlet across the US. Marques is creative, innovative, will make lemonade from your lemons and can successful kick-start your start-up company. He has demonstrated experience and leadership to make any company better! I rate him among the best-of-the-best. His energy and passion and ability to grab large band-width of concepts and information are what separate him from most. You would also be surprised to know that Marques has an engineering degree and was once selected into Crain\'s Top 40 under 40...when he was under 30 years old! I can\'t wait to see Marques\' career blossom in the coming years. I highly recommend Marques as an addition to your team.”","Dave Oakley “During my three years at Aptera I had the pleasure of working closely with Marques who served as our CMO. Marques is not only extremely talented, he possesses a unique experience set that reaches across technical, operational and business functions. He is extremely capable of analyzing and understanding the consumers that make up any market to provide targets and creative input to Design. Marques understands how to create compelling imaging and message to support any brand. He combines creativity, resourcefulness and business acumen to create win-win agreements. A great example of this was the support he cultivated from our suppliers to enable our effort in the Automotive X-Prize. We gained mission critical endorsement from Consumer Reports and Argonne Labs and our sponsors gained great value from the visibility and marketing material that came from the event. Beyond these skills, Marques is a great team player who will put in tremendous effort to help any colleague tackle and personal and professional challenge. Any organization would benefit from having someone of Marques’ talent and character on board!”"]']
User: ['John Elliott', "Let’s face it America, buying the vehicle of your dreams for the price you want to pay isn't always as easy as it seems. At The Dealership Alternative we think it should be! We are dedicated to making the process of buying your next vehicle an enjoyable experience. Dealers across the country spend countless hours figuring out how to get buyers onto their lots, to sell you their inventory. They fill our minds with fabricated promises and false expectations. We Do Not Operate Like A Dealer. We are consultants, bridging the communication gap between sellers and buyers across the country. We put YOU in control of the purchasing process, allowing YOU to buy the vehicle of your dreams, for the price YOU want pay!", 'Owner at The Dealership Alternative', 'The Dealership Alternative', '[{"company":"The Dealership Alternative","company_id":null,"location":null,"positions":[{"description":"John has worked in dealerships across the country, serving in the automotive industry for over 40 years. His experience has allowed him to see the good and the bad of the auto business and his honest convictions have brought him to where he is today with The Dealership Alternative. John believes that when it comes to buying a vehicle people need to be aware of what is going on from start to finish. Honesty, integrity, and commitment are the core values of The Dealership Alternative and he is excited to meet the needs of anyone wanting a new and refreshing car buying or selling experience.","duration":"Jan 2006 - Present 15 years 7 months","duration_short":"15 years 7 months","end_date":"Present","start_date":"Jan 2006","subtitle":"The Dealership Alternative","title":"Owner"},{"description":"WE ARE COMMITTED TO CHANGING THE WAY YOU BUY YOUR NEXT VEHICLE! Let’s face it America, buying the vehicle of your dreams for the price you want to pay isn\'t always as easy as it seems. At The Dealership Alternative we think it should be! We are dedicated to making the process of buying your next vehicle an enjoyable experience. Dealers across the country spend countless hours figuring out how to get buyers onto their lots, to sell you their inventory. They fill our minds with fabricated promises and false expectations. We Do Not Operate Like A Dealer. We are consultants, bridging the communication gap between sellers and buyers across the country. We put YOU in control of the purchasing process, allowing YOU to buy the vehicle of your dreams, for the price YOU want pay!","duration":"Jan 2006 - Present 15 years 7 months","duration_short":"15 years 7 months","end_date":"Present","start_date":"Jan 2006","subtitle":"The Dealership Alternative","title":"Owner"}],"url":""},{"company":"Elliott Transportation Company","company_id":null,"location":"","positions":[{"description":"","duration":"Jan 1997 Apr 2004 7 years 4 months","duration_short":"7 years 4 months","end_date":"Apr 2004","start_date":"Jan 1997","subtitle":"Elliott Transportation Company","title":"Owner"}],"url":""}]', '["“John has forever championed to bring integrity to an industry where it is lacking. Never wavering. Keep up the good fight! Pat”","“John is honest, dependable, and flexible in dealing with his clients. I would recommend anyone looking for a reliable vehicle to contact John about helping them find the right vehicle at the best price. No playing games, just finding what you need.”"]']### Assistant: The agent's job is to bridge the communication gap between sellers and buyers in the automotive industry, and today, the user is reaching out to the agent because they need assistance in finding the right vehicle at the best price without the hassle of traditional dealerships.
|
### Human: Agent: ['Pratheik Ajit', 'Motivated graduate student with 2+ years of industrial experience in designing passive and active RF/Antenna circuits seeking to work in a fast-paced, challenging and stimulating work environment. An ardent eye for new and upcoming trends and a diligent worker.', 'RF Engineer at Zebra Technologies', 'Zebra Technologies', '[{"company":"Zebra Technologies","company_id":"zebra-technologies","industry":"Information Technology and Services","location":"Germantown, Maryland, United States","positions":[{"description":"","duration":"Oct 2020 - Present 10 months","duration_short":"10 months","end_date":"Present","start_date":"Oct 2020","subtitle":"Zebra Technologies","title":"RF Engineer I"}],"url":"https://www.linkedin.com/company/zebra-technologies"},{"company":"DryMAX Solutions","company_id":"drymax-solutions","location":"Eden Prairie,Minnesota","positions":[{"description":"DryMax\'s RF (radio frequency) drying process is revolutionizing the drying of grains, wood chips, biomass, minerals, food and more.A reduction in annual propane use one of the main benefits of drying with DryMax\'s RF technology, no carbon emissions.• Designed,developed and tested RF match networks using lumped components that can be used for different load impedances• Designed a TEM based parallel plate transmission line dryer to dry Hemp leaves• Helped develop a test fixture to quantify dielectric properties of biomass material• Designed and developed transmission line and near field antenna designs for corn protein dryers• Analyse the rate of moisture depletion with the effect of RF for different crops• Build and test prototype dryer systems","duration":"Apr 2019 Oct 2020 1 year 7 months","duration_short":"1 year 7 months","end_date":"Oct 2020","start_date":"Apr 2019","subtitle":"DryMAX Solutions","title":"RF Engineer"}],"url":"https://www.linkedin.com/company/drymax-solutions"},{"company":"Tilson Technology Management","company_id":"tilson-technology-management","location":"Rochester, New York Area","positions":[{"description":"Tilson provides network deployment and professional services to telecom, construction, utility and government clients, and successfully executes complex and challenging projects worldwide. • Troubleshooting WiMAX downlink/uplink links • Automated config file creation process for routers in small cells • Analysed drive test results and suggested ideas for better system level performance• Designed a process flow for small cell cabinet installation• Drive testing and troubleshooting blind zones of base station antennas","duration":"Nov 2018 Mar 2019 5 months","duration_short":"5 months","end_date":"Mar 2019","start_date":"Nov 2018","subtitle":"Tilson Technology Management","title":"RF Field Engineer"}],"url":"https://www.linkedin.com/company/tilson-technology-management"},{"company":"Upstate Metrology","company_id":null,"location":"Rochester, New York Area","positions":[{"description":"• Testing and Calibration of RF equipment: Spectrum analyzer, Network analyzer, power meter etc• Problem failure analysis of electrical equipment• Perform adjustments to failed equipment• On-site calibration/ testing","duration":"Jun 2018 Sep 2018 4 months","duration_short":"4 months","end_date":"Sep 2018","start_date":"Jun 2018","subtitle":"Upstate Metrology","title":"RF Systems Tech Co-op"}],"url":""},{"company":"TTM Technologies","company_id":"ttmtechnologies","location":"Syracuse, New York Area","positions":[{"description":"● Developed a Setup to measure the third order Intermodulation products that affect the system performance for passive RF components● Designed an optimum elastic, conductive pin configuration structure between the passive RF component and the test board to facilitate even conduction for test analysis.● Designed a 20 dB directional coupler to be used for power monitoring ● Detailed microsection of different 100 Ohm resistors to analysis the metal thickness required to obtain a fair IM3 product that would not affect the system performance much.● Pass-Fail coupler test analysis","duration":"Aug 2017 Dec 2017 5 months","duration_short":"5 months","end_date":"Dec 2017","start_date":"Aug 2017","subtitle":"TTM Technologies","title":"RF Engineer Co-op"}],"url":"https://www.linkedin.com/company/ttmtechnologies"},{"company":"Tata Consultancy Services","company_id":"tata-consultancy-services","location":"Kochi,Kerela","positions":[{"description":"• Experience in Java front-end development• Assisted the tech team to create web page for an e-business company","duration":"Jun 2015 Dec 2015 7 months","duration_short":"7 months","end_date":"Dec 2015","start_date":"Jun 2015","subtitle":"Tata Consultancy Services","title":"Assistant System Engineer"}],"url":"https://www.linkedin.com/company/tata-consultancy-services"},{"company":"DRDO, Bangalore","company_id":"drdo-bangalore","location":"Bengaluru Area, India","positions":[{"description":"• Designed a 6 Watt, 6 Watt GaN-based X band high power amplifier (PA) for mmW applications • The design challenge was to come up with wideband high power and high gain amplifier to support other operations of the TRM module","duration":"Jan 2015 Jul 2015 7 months","duration_short":"7 months","end_date":"Jul 2015","start_date":"Jan 2015","subtitle":"DRDO, Bangalore","title":"Junior Research Scientist"}],"url":"https://www.linkedin.com/company/drdo-bangalore"}]', '["“In my 37 years of working with RF transmission equipment, I have only found a handful of technologists like Pratheik. He has an unsurpassed knowledge of RF power delivery. He is currently inventing sophisticated antenna arrays for very complex geometries and environmental conditions . Above all this, even with his advanced knowledge and capability comes a great humbleness and kindness of the soul. His contributions to enhancing the technology of mankind are just coming to be. Very exciting times to see! ”","“It has been a joy to work with Pratheik Ajit for the past several months in the development of many prototype RF drying units. Pratheik’s knowledge of Radio Frequency principles have been instrumental in Drymax’s development of RF dryers and his critical thinking has led to unique solutions to complex problems. Pratheik would be excellent addition to any team needing someone experienced in RF engineering and problem solving.”"]']
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 work as an RF Engineer at Zebra Technologies, and today, the agent is reaching out to the user, who is a Communications Manager at 3M, because they need to discuss a potential collaboration on developing innovative RF communication solutions for industrial applications.
|
### Human: Agent: ['Nancy Hill', "I currently work as a Workers'\u200b Compensation Defense Attorney, handling all aspects of defense including defending Serious & Willful claims, 132a claims, Cal OSHA and appellate litigation. I have taken hundreds of applicant depositions and several doctor depositions. I have taken many cases to Trial and have succeeded on multiple occasions with decisions finding no work related injury. I have written several Petitions for Reconsideration and had lower court decisions overturned. I previously worked at Brayton Purcell, LLP. During my time at Brayton Purcell, I gained extensive civil litigation experience, bankruptcy experience and longshore experience from a wide range of asbestos personal injury cases. I prepared extraordinary claims for alternative dispute resolution. In these cases, I drafted and argued Pro Bono motions and prepared claims for subsequent arbitration. In addition to this, I appeared in Bankruptcy court on behalf of our clients as creditors with asbestos related claims. In circumstances where the creditor is not going through a Section 524(g) of the Bankruptcy Code reorganization related to their asbestos liability, I submitted motions for relief from stay in order to proceed with enforcing claims for asbestos liability against the insurer during and after the bankruptcy. In an administrative capacity, I worked over four years in worker’s compensation applicant firms. As an attorney, I have volunteered at an estate planning firm and successfully litigated various criminal motions for the Marin County District Attorney’s Office. During law school, I was selected to write for the Environmental Law Review. My exceptional analytical and writing skills are highlighted in my Comment that was chosen for publication. These varying experiences have deepened my understanding and interest in the law, and I believe my background would enable me to make a strong contribution to any firm and allow me to serve clients very effectively.", 'Partner at Michael Sullivan & Associates LLP', 'Michael Sullivan & Associates LLP', '[{"company":"Michael Sullivan & Associates LLP","company_id":"michael-sullivan-&-associates","industry":"Law Practice","location":"Emeryville, CA","positions":[{"description":"","duration":"Nov 2019 - Present 2 years 6 months","duration_short":"2 years 6 months","end_date":"Present","start_date":"Nov 2019","subtitle":"Michael Sullivan & Associates LLP","title":"Partner"}],"url":"https://www.linkedin.com/company/michael-sullivan-&-associates"},{"company":"Gale, Sutow & Assoc.","company_id":null,"location":"Novato, California","positions":[{"description":"","duration":"Jun 2017 Oct 2019 2 years 5 months","duration_short":"2 years 5 months","end_date":"Oct 2019","start_date":"Jun 2017","subtitle":"Gale, Sutow & Assoc.","title":"Senior Associate Attorney"}],"url":""},{"company":"Hanna Brophy","company_id":"hanna-brophy-maclean-mcaleer-&-jensen","location":"Santa Rosa, California","positions":[{"description":"","duration":"Nov 2015 Jun 2017 1 year 8 months","duration_short":"1 year 8 months","end_date":"Jun 2017","start_date":"Nov 2015","subtitle":"Hanna Brophy","title":"Associate Attorney"}],"url":"https://www.linkedin.com/company/hanna-brophy-maclean-mcaleer-&-jensen"},{"company":"Mullen & Filippi, LLP","company_id":"mullen-&-filippi","location":"Santa Rosa, CA","positions":[{"description":"","duration":"Jun 2014 Oct 2015 1 year 5 months","duration_short":"1 year 5 months","end_date":"Oct 2015","start_date":"Jun 2014","subtitle":"Mullen & Filippi, LLP","title":"Associate Attorney"}],"url":"https://www.linkedin.com/company/mullen-&-filippi"},{"company":"Brayton Purcell LLP","company_id":"brayton-purcell-llp","location":"Novato, CA","positions":[{"description":"• Case analysis and claim preparation for submission to over 40 trusts following specific guidelines and strict statute of limitations adherence.• Preparation and submission of ADR briefs, negotiation and settlements • Evaluation and negotiation of settlement offers and client communication• Preparation of discovery responses• Preparation and filing of Motions for Joinder; Motions to Compel; Stipulations for Stay; Proof of Claims; & Notices of Filing Pursuant to Relief from Stay • Case analysis and claim preparation for submission to over 40 trusts following specific guidelines and strict statute of limitations adherence.• Preparation and submission of ADR briefs, negotiation and settlements • Evaluation and negotiation of settlement offers and client communication• Preparation of discovery responses• Preparation and filing of Motions for Joinder; Motions to Compel; Stipulations for Stay; Proof of Claims; & Notices of Filing Pursuant to Relief from Stay","duration":"Jan 2011 Jun 2014 3 years 6 months","duration_short":"3 years 6 months","end_date":"Jun 2014","start_date":"Jan 2011","subtitle":"Brayton Purcell LLP","title":"Associate Attorney"}],"url":"https://www.linkedin.com/company/brayton-purcell-llp"},{"company":"Galanti & Copenhaver, Inc.","company_id":null,"location":"Santa Rosa, CA","positions":[{"description":"• Provided research assistance and client followup regarding various estate planning, probate and property related matters.• Researching title history and legal descriptions of property for deed transfers.• Research & recommendations for senior attorneys regarding estate planning issues. • Provided research assistance and client followup regarding various estate planning, probate and property related matters.• Researching title history and legal descriptions of property for deed transfers.• Research & recommendations for senior attorneys regarding estate planning issues.","duration":"Jan 2011 Jan 2011 1 month","duration_short":"1 month","end_date":"Jan 2011","start_date":"Jan 2011","subtitle":"Galanti & Copenhaver, Inc.","title":"Volunteer Attorney"}],"url":""},{"company":"Marin County District Attorney","company_id":null,"location":null,"positions":[{"description":"• Reviewed, processed, prepared incoming cases for attorney review. • Accessed confidential statewide files and entered and retrieving legal data. • Interpreted and processed various legal documents. • Prepared correspondence, reports, forms and specialized legal documents for court. • Organized and prepared cases for court appearances. • Placed cases on calendar. • Prepared, tracked down and served subpoenas for various court appearances. • Prepared Subpoena Duces Tecum for judicial signature and service. • Handled hostile witnesses.","duration":"Sep 2004 Jul 2010 5 years 11 months","duration_short":"5 years 11 months","end_date":"Jul 2010","start_date":"Sep 2004","subtitle":"Marin County District Attorney","title":"Legal Process Specialist"},{"description":"• Successfully argued various motions and petitions to the court. • Participated in assisting attorneys with trial preparation.","duration":"Jul 2008 Dec 2009 1 year 6 months","duration_short":"1 year 6 months","end_date":"Dec 2009","start_date":"Jul 2008","subtitle":"Marin County District Attorney","title":"Certified Law Student"}],"url":""},{"company":"Law Offices of Fluss","company_id":null,"location":"Santa Rosa, CA","positions":[{"description":"• Screened clients, answered incoming calls, data entry, opened new cases (both physical & computer files), file progression, closed files, processed incoming mail, outgoing mail, billing, use & upkeep of copier, facsimile & mail machines. • Screened clients, answered incoming calls, data entry, opened new cases (both physical & computer files), file progression, closed files, processed incoming mail, outgoing mail, billing, use & upkeep of copier, facsimile & mail machines.","duration":"Jun 2002 Aug 2004 2 years 3 months","duration_short":"2 years 3 months","end_date":"Aug 2004","start_date":"Jun 2002","subtitle":"Law Offices of Fluss","title":"Administrative Assistant"}],"url":""},{"company":"Welton Attorney at Law","company_id":null,"location":"Nevada City, CA","positions":[{"description":"• Dictation, filing, clerical, data entry, organized banquets and other administrative tasks. • Dictation, filing, clerical, data entry, organized banquets and other administrative tasks.","duration":"Mar 1997 Aug 1999 2 years 6 months","duration_short":"2 years 6 months","end_date":"Aug 1999","start_date":"Mar 1997","subtitle":"Welton Attorney at Law","title":"Legal Assistant"}],"url":""}]', '["Erika Copenhaver “Nancy worked with our office as a legal intern for a number of months and quite frankly is one of the best law clerks I have ever met and worked with. Her attention to detail and ability to quickly learn new legal specialties was impressive. She is intelligent, kind, and fantastic. In short, Nancy is a pleasure to work with!”","Marie Galanti “Nancy was an outstanding addition to our firm. She excels at researching points of law and drafting excellent legal opinions. She brings intelligence, insight and sensitivity to her work. I highly recommend her.”"]']
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 handle all aspects of Workers' Compensation Defense, including defending Serious & Willful claims, 132a claims, Cal OSHA and appellate litigation, and today the user is reaching out to the agent because they need assistance with a Workers' Compensation case involving a Serious & Willful claim.
|
### Human: Agent: ['Eli Spalter', 'Detail-oriented and personable manager, skilled in developing and maintaining a broad vision, cultivating excellent relationships, and communicating effectively across the organization to build focused and productive teams.', 'Marketing/E-Commerce Director', 'Affiltor', '[{"company":"Affiltor","company_id":null,"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":"Affiltor","title":"President"}],"url":""},{"company":"Craize Corn","company_id":"craize","location":"Miami/Fort Lauderdale Area","positions":[{"description":"","duration":"Nov 2019 Jul 2020 9 months","duration_short":"9 months","end_date":"Jul 2020","start_date":"Nov 2019","subtitle":"Craize Corn","title":"Marketing Director"}],"url":"https://www.linkedin.com/company/craize"},{"company":"israel travel providers LLC","company_id":"israel-travel-providers-llc","location":"","positions":[{"description":"","duration":"Feb 2017 Sep 2019 2 years 8 months","duration_short":"2 years 8 months","end_date":"Sep 2019","start_date":"Feb 2017","subtitle":"israel travel providers LLC","title":"Vice President"}],"url":"https://www.linkedin.com/company/israel-travel-providers-llc"},{"company":"Tradition Tours","company_id":"tradition-tours","location":"","positions":[{"description":"","duration":"Feb 2017 Sep 2019 2 years 8 months","duration_short":"2 years 8 months","end_date":"Sep 2019","start_date":"Feb 2017","subtitle":"Tradition Tours","title":"Vice President"}],"url":"https://www.linkedin.com/company/tradition-tours"},{"company":"613 Consulting","company_id":null,"location":"Hollywood Florida","positions":[{"description":"e-Commerce MarketingWeb Design Social Media e-Commerce MarketingWeb Design Social Media","duration":"May 2010 Sep 2019 9 years 5 months","duration_short":"9 years 5 months","end_date":"Sep 2019","start_date":"May 2010","subtitle":"613 Consulting","title":"Managing Owner"}],"url":""},{"company":"Mikes Cigars","company_id":"mikes-cigars","location":"Miami/Fort Lauderdale Area","positions":[{"description":"","duration":"Jan 2017 Oct 2018 1 year 10 months","duration_short":"1 year 10 months","end_date":"Oct 2018","start_date":"Jan 2017","subtitle":"Mikes Cigars","title":"Marketing Director (Consultant)"}],"url":"https://www.linkedin.com/company/mikes-cigars"},{"company":"Craig Electronics Inc","company_id":"craig-electronics-inc","location":"Miami/Fort Lauderdale Area","positions":[{"description":"Marketing: Instituted, implemented and maintained: - SEO- Promotions- Social media - Including Facebook targeting campaigns- Affiliate program- Email marketing- Buyer persona Creation- Managed Brand launch videos and commercials production- Edited annual catalog & user manualse-Commerce:- Designed and built new website- Created a+ Content for product catalog- Maintained pricing and inventory- Researched and updated pricing based on market trends- Expanded Customer Service practices including product registration system","duration":"Dec 2015 Jan 2017 1 year 2 months","duration_short":"1 year 2 months","end_date":"Jan 2017","start_date":"Dec 2015","subtitle":"Craig Electronics Inc","title":"Director of E-Commerce (Consultant)"}],"url":"https://www.linkedin.com/company/craig-electronics-inc"},{"company":"Octagon Commerce","company_id":"1saleaday","location":"Miami/Fort Lauderdale Area","positions":[{"description":"- Created and oversaw content strategy for multi-brand corporation- Conceived, designed, and directed project slated to save $750,000+ annually- Directed coordinated marketing efforts in email and social media campaigns for customer acquisition and retention- Oversaw creation of all internal and external customer communications- Instituted comprehensive interdepartmental communication system and guides- Created and directed new content directive based on Google Analytics analysis of customer usage patterns- Served on advisory committee to rebrand all digital real estate into a single unified domain- Implemented standardized form for purchasing department, adopted company wide as a standard- To ensure brand consistency, produced corporate brief subsequently adopted as policy across all web platforms- Managed multiple teams including: Technical Copy Writers, Photo Editors, Social Media, Web-Marketing, Graphic Design & Quality Assurance","duration":"Mar 2012 May 2015 3 years 3 months","duration_short":"3 years 3 months","end_date":"May 2015","start_date":"Mar 2012","subtitle":"Octagon Commerce","title":"Director of Web Content & Creative"}],"url":"https://www.linkedin.com/company/1saleaday"},{"company":"Complete Sales Solution","company_id":null,"location":"Ormond Beach, FL USA","positions":[{"description":"- Pursue new accounts for customer service and sales optimization services- Oversaw and maintained sales calls for largest account- Responsible for assessment of consumer and corporate sales competencies- Co-created evaluation documents used company-wide to identify areas of improvement - Pursue new accounts for customer service and sales optimization services- Oversaw and maintained sales calls for largest account- Responsible for assessment of consumer and corporate sales competencies- Co-created evaluation documents used company-wide to identify areas of improvement","duration":"Apr 2010 Oct 2013 3 years 7 months","duration_short":"3 years 7 months","end_date":"Oct 2013","start_date":"Apr 2010","subtitle":"Complete Sales Solution","title":"Senior Account Manager (Consultant)"}],"url":""},{"company":"B&H Photo Video","company_id":"b&h-photo-video","location":"","positions":[{"description":"- Initially serving as a copy/technical writer, within a year promoted to team leader for eighteen writers- In 2008, appointed Manager of Web Content; responsible for nearly seventy individuals and six teams- Successfully reduced the backlog of unwritten items from over 25,000 to a manageable 6000 items- Trained new team members in the foundations of HTML- Coordinated efforts to involve B&H in Social Networking - Initially serving as a copy/technical writer, within a year promoted to team leader for eighteen writers- In 2008, appointed Manager of Web Content; responsible for nearly seventy individuals and six teams- Successfully reduced the backlog of unwritten items from over 25,000 to a manageable 6000 items- Trained new team members in the foundations of HTML- Coordinated efforts to involve B&H in Social Networking","duration":"May 2005 Apr 2010 5 years","duration_short":"5 years","end_date":"Apr 2010","start_date":"May 2005","subtitle":"B&H Photo Video","title":"Senior Manager of Web Content"}],"url":"https://www.linkedin.com/company/b&h-photo-video"},{"company":"Bais Menachem Youth Development Program","company_id":null,"location":"Wilkes Barre, Pa","positions":[{"description":"-Served many roles including: Teacher, Guidance Counselor Team Lead, and Assistant Director of Summer Program- Responsible for the planning and implementation of programs to engage and rehabilitate at-risk teens -Served many roles including: Teacher, Guidance Counselor Team Lead, and Assistant Director of Summer Program- Responsible for the planning and implementation of programs to engage and rehabilitate at-risk teens","duration":"2003 2005 2 years","duration_short":"2 years","end_date":"2005","start_date":"2003","subtitle":"Bais Menachem Youth Development Program","title":"Guidance Counselor Team Lead"}],"url":""}]', '["Mendel B. “Eli Spalter is one of a kind. He is a consummate professional and is truly committed to excellence in all he does. He is an incredible communicator and so fantastic to work with. Eli has proven that he stands above the rest. I had a front row seat to observe how Eli works his marketing magic. It always amazes me how Eli creates solutions and implements them seamlessly. ”","Dovid Lipszyc “Eli is... Awesome - Organized - Friendly - Leader - Articulate & more... When Eli receives a project, his mind immediately takes off on working the details and you can see the gears turning. Eli meets his deadlines & leads his team by example. Eli also takes the time to train his team properly as well as coach his team members throughout.”"]']
User: ['Carli LaPlant', 'Ecommerce Marketer specializing in marketing automations/email marketing, campaign and brand management. I am passionate about using my creativity and analytical skills to help grow and build brands! Skilled in Adobe creative suite, Wordpress, Web design, Active Campaign, Shopify, Mail Chimp, Salesforce, Facebook advertising, Excel, Iterable, HTML and CSS, email on acid. Self motivated | Entrepreneurial minded | Globetrotter | Foodie | Sports fanatic | Designer', 'Campaign Management | Lifecycle Marketing | Digital Marketing | Ecommerce', 'Jane.com', '[{"company":"Jane.com","company_id":"very-jane","industry":"Retail","location":null,"positions":[{"description":"","duration":"Jun 2020 - Present 1 year 7 months","duration_short":"1 year 7 months","end_date":"Present","start_date":"Jun 2020","subtitle":"Jane.com","title":"Email Marketing Specialist"},{"description":"","duration":"Aug 2019 Jun 2020 11 months","duration_short":"11 months","end_date":"Jun 2020","start_date":"Aug 2019","subtitle":"Jane.com","title":"Email Marketing Coordinator"}],"url":"https://www.linkedin.com/company/very-jane"},{"company":"ZYTO","company_id":"zyto","location":"Lindon, Utah, United States","positions":[{"description":"","duration":"Oct 2018 Sep 2019 1 year","duration_short":"1 year","end_date":"Sep 2019","start_date":"Oct 2018","subtitle":"ZYTO","title":"Marketing Coordinator"}],"url":"https://www.linkedin.com/company/zyto"},{"company":"Revere Health","company_id":"revere-health","location":"Provo, Utah Area","positions":[{"description":"-Increased social media presence by 45% by developing new strategy and content creation -Directed all email and social media campaigns -Designed and created advertisements, infographics, signage, and a media kit with Adobe Creative Suite -Planned logistics and raised $5,000+ in sponsorship money for tailgate event with over 1000+ attendees -Increased social media presence by 45% by developing new strategy and content creation -Directed all email and social media campaigns -Designed and created advertisements, infographics, signage, and a media kit with Adobe Creative Suite -Planned logistics and raised $5,000+ in sponsorship money for tailgate event with over 1000+ attendees","duration":"May 2017 Sep 2017 5 months","duration_short":"5 months","end_date":"Sep 2017","start_date":"May 2017","subtitle":"Revere Health","title":"Marketing and Communications Intern"}],"url":"https://www.linkedin.com/company/revere-health"},{"company":"LinkedIn","company_id":"linkedin","location":"","positions":[{"description":"","duration":"Jan 2017 Apr 2017 4 months","duration_short":"4 months","end_date":"Apr 2017","start_date":"Jan 2017","subtitle":"LinkedIn","title":"Campus Editor Contributer"}],"url":"https://www.linkedin.com/company/linkedin"},{"company":"My Story Matters","company_id":"my-story-matters","location":"United States","positions":[{"description":"","duration":"May 2016 Aug 2016 4 months","duration_short":"4 months","end_date":"Aug 2016","start_date":"May 2016","subtitle":"My Story Matters","title":"Marketing Intern"}],"url":"https://www.linkedin.com/company/my-story-matters"}]', '["Brady Roundy “Carli is extremely thoughtful and creative. She always comes up with fun and new campaign ideas and is always thinking outside the box. She is thoughtful in her day to day approach to email marketing, and how she can influence performance by her individual and team efforts. She understands data and how her actions influence the data to move the needle. She is a valuable team member and has all of the tools that allow her to lead and grow in her current and future roles. Carli is a pleasure to work with, and will be a valuable contributor for any company that is lucky enough to employ her.”","Kyle Watt “Carli has been an amazing leader on our team for the past 2 years. She’s not afraid to think outside the box and has pushed us to be more innovative. She exemplified creativity as she created several successful omni-channel campaigns that had a huge impact on the business. That was balanced with her analytical skills to pull out useful insights from data. She’s well-versed in lifecycle marketing, and also took the initiative to contribute to affiliate and paid media efforts. Carli is a true team player who is a friend to anyone she meets, and I feel extremely privileged to have worked with her.”"]']### Assistant: The agent's job is to develop and maintain marketing strategies, and today, the agent is reaching out to the user because they need help with marketing automations and email marketing for their E-commerce business.
|
### Human: Agent: ['Bess Chuang', 'Self-directed and driven with a strength for blending creativity and pragmatism in the design, development, and execution of programmatic success. Consistently demonstrates emotional intelligence and exceptional interpersonal skills to engage and collaborate with various stakeholders, honoring their diverse perspectives and unique strengths. Notable problem-solving and strategic-planning capabilities with a proven record of optimizing systems and processes. Highly inquisitive, organized, analytical, methodical, and a quick study.', 'People Experience & Culture | Learning & Development | Diversity, Equity & Inclusion', 'City Year', '[{"company":"City Year","company_id":"city-year","industry":"Non-profit Organizations","location":null,"positions":[{"description":"","duration":"Aug 2019 - Present 2 years 9 months","duration_short":"2 years 9 months","end_date":"Present","start_date":"Aug 2019","subtitle":"City Year","title":"Director of People Experience & Culture"},{"description":"","duration":"May 2017 Aug 2019 2 years 4 months","duration_short":"2 years 4 months","end_date":"Aug 2019","start_date":"May 2017","subtitle":"City Year","title":"Director of People Strategy"},{"description":"","duration":"Sep 2016 May 2017 9 months","duration_short":"9 months","end_date":"May 2017","start_date":"Sep 2016","subtitle":"City Year","title":"Senior Manager, People Strategy"},{"description":"","duration":"Aug 2013 Sep 2016 3 years 2 months","duration_short":"3 years 2 months","end_date":"Sep 2016","start_date":"Aug 2013","subtitle":"City Year","title":"Senior Manager, Learning & Development"},{"description":"","duration":"Jul 2010 Jul 2013 3 years 1 month","duration_short":"3 years 1 month","end_date":"Jul 2013","start_date":"Jul 2010","subtitle":"City Year","title":"Manager, Learning & Development"},{"description":"","duration":"Oct 2007 Jul 2010 2 years 10 months","duration_short":"2 years 10 months","end_date":"Jul 2010","start_date":"Oct 2007","subtitle":"City Year","title":"Project Manager, Organizational Development"}],"url":"https://www.linkedin.com/company/city-year"},{"company":"Suffolk University","company_id":"suffolk-university","location":null,"positions":[{"description":"","duration":"Jul 2006 Jul 2007 1 year 1 month","duration_short":"1 year 1 month","end_date":"Jul 2007","start_date":"Jul 2006","subtitle":"Suffolk University","title":"Associate Director of Student Activities"},{"description":"","duration":"Jul 2003 Jul 2006 3 years 1 month","duration_short":"3 years 1 month","end_date":"Jul 2006","start_date":"Jul 2003","subtitle":"Suffolk University","title":"Assistant Director of Student Activities"}],"url":"https://www.linkedin.com/company/suffolk-university"},{"company":"University of Michigan","company_id":"university-of-michigan","location":"","positions":[{"description":"","duration":"Jun 1999 Jun 2001 2 years 1 month","duration_short":"2 years 1 month","end_date":"Jun 2001","start_date":"Jun 1999","subtitle":"University of Michigan","title":"Program Assistant, Dialogues on Diversity"}],"url":"https://www.linkedin.com/company/university-of-michigan"}]', '["Roxanna Garcia Marcus “Bess is a brilliant and gifted professional that I have had the pleasure of calling a colleague and friend for over three years. She is the best project manager I have ever worked with. No matter the task or project, she has a way of breaking things down into chunks that allows those involved to feel a sense of clarity, possibility, and excitement about the project ahead. She keeps people on task in a way that is kind and firm – helping teammates feel valued and seen while ensuring the project moves forward. Her ability to toggle between the granular and big picture is impressive, and this skill enables her to elevate critical points before they potentially impact a project. When I am working with her, I feel more confident and enthusiastic about my work. She is kind, funny, and smart. Her presence makes any team stronger. I recommend her without hesitation!”","Thuy Le (she/hers) “I had the chance to work with Bess at City Year for seven years. Bess and I worked on projects together, but I was drawn to her as a natural collaborator and thought partner even when we didn\'t because of her skillful inquiry, authenticity, and challenge to me to think more critically. She has an explicit eye towards equity and a knack for making others who share the same space feel heard and recognized. I\'ve learned how to be a better facilitator and project manager by seeing her in action, and consider her one of my most trusted colleagues.”"]']
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 provide technical support and customer service, and today the user is reaching out to the agent because they need assistance with resolving a software issue.
|
### Human: Agent: ['Daria Anzaldua, BS, MTCM, L.Ac.', 'Pharmacy Technician Trainee with an interest in compounding for human or veterinary use. Highly organized utilizing outstanding communication skills to support customer care. Adept in medical terminology, patient support services, event coordination, community outreach, integrative pharmacy knowledge, developing positive vendor relationships, team leadership, and familiarity with various software systems. Open to new career horizons where my comprehensive skill set would contribute to the collective success of an organization.', 'Pharmacy Technician Trainee at Albertsons Companies', 'Albertsons Companies', '[{"company":"Albertsons Companies","company_id":"albertsons","industry":"Retail","location":"Scottsdale, Arizona, United States","positions":[{"description":"","duration":"Aug 2020 - Present 1 year 4 months","duration_short":"1 year 4 months","end_date":"Present","start_date":"Aug 2020","subtitle":"Albertsons Companies","title":"Pharmacy Technician Trainee"}],"url":"https://www.linkedin.com/company/albertsons"},{"company":"Pharmaca Integrative Pharmacy","company_id":"pharmaca-integrative-pharmacy","location":"Berkeley, CA","positions":[{"description":"Assisted customers in product education, maintained daily operations, inventory management, acted as a lead point of contact for vendors, trained staff on new product and information related to new research, worked in tandem with pharmacy for patient safety on drug / herb interactions, accurate cash drawer management and participated / coordinated in community outreach events. Assisted customers in product education, maintained daily operations, inventory management, acted as a lead point of contact for vendors, trained staff on new product and information related to new research, worked in tandem with pharmacy for patient safety on drug / herb interactions, accurate cash drawer management and participated / coordinated in community outreach events.","duration":"Jan 2009 Nov 2019 10 years 11 months","duration_short":"10 years 11 months","end_date":"Nov 2019","start_date":"Jan 2009","subtitle":"Pharmaca Integrative Pharmacy","title":"Lead Practitioner, Manager on Duty"}],"url":"https://www.linkedin.com/company/pharmaca-integrative-pharmacy"},{"company":"Elephant Pharmacy","company_id":null,"location":"Los Altos, CA","positions":[{"description":"Assisted in the opening of the Los Altos, CA store location contributing to an organized and efficient inventory system, managed the herbal dispensary, scheduled and trained staff, assisted customers and patients of local practitioners, conducted practitioner consultations, worked with conventional pharmacy for patient safety with respect to herb / drug interactions, organized community outreach events and maintained patient / customer records within HIPAA guidelines. Assisted in the opening of the Los Altos, CA store location contributing to an organized and efficient inventory system, managed the herbal dispensary, scheduled and trained staff, assisted customers and patients of local practitioners, conducted practitioner consultations, worked with conventional pharmacy for patient safety with respect to herb / drug interactions, organized community outreach events and maintained patient / customer records within HIPAA guidelines.","duration":"2006 2008 2 years","duration_short":"2 years","end_date":"2008","start_date":"2006","subtitle":"Elephant Pharmacy","title":"Herbal Department Lead"}],"url":""},{"company":"Matrix Physical Therapy","company_id":null,"location":"Watsonville, CA","positions":[{"description":"Carried out receptionist duties such as managing patient flow, scheduling, and insurance authorizations. Also responsible for assisting patients with exercises, hot / cold therapy, electrical stimulation, ultrasound, paraffin bath therapy and implemented supply inventory organization system. Carried out receptionist duties such as managing patient flow, scheduling, and insurance authorizations. Also responsible for assisting patients with exercises, hot / cold therapy, electrical stimulation, ultrasound, paraffin bath therapy and implemented supply inventory organization system.","duration":"Jun 2003 Jul 2006 3 years 2 months","duration_short":"3 years 2 months","end_date":"Jul 2006","start_date":"Jun 2003","subtitle":"Matrix Physical Therapy","title":"Physical Therapy Aide"}],"url":""}]', '["Carrie Adams “Daria has provided consistent customer care with expertise in herbal and supplement knowledge, nutrition, stress management, skin care and healthy living for many years. Daria\'s attention to detail and efficient execution of tasks contributed directly to operating a highly organized and successful business. Daria built lasting relationships with customers by creating treatment protocols to assist them in reaching their health goals. In doing so, she contributed greatly to 2 of Pharmaca\'s top selling retail locations in the company. Daria remains an asset to any organization she joins.”","Mimosa Tonnu “Daria is one of the hardest working people who I have ever worked with. She is very well educated and enjoys sharing her knowledge to help others. She has such extensive knowledge about integrative medicine by using acupuncture, herbal medicine, and nutritional supplements. I have experience with her as a practitioner but also as a leader and manager. She really understands how to work in a team as well as how to successfully lead and motivate a team. She is extremely reliable and responsible with every task that she is given. It has been such a pleasure being able to get to know her and work with her. ”"]']
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 coordinate and manage high-profile events for a healthcare organization, while the user is reaching out to the agent because they need assistance in planning and organizing an upcoming integrative pharmacy conference.
|
### Human: Agent: ['Jo Ann Stack', 'Executive Leadership ProfileCloud HCM Customer Success and Empowerment Advocate. Dedicated and energetic professional with a progressive career improving service, quality. GTM initiatives and profitability by providing attentive customer success, consulting, practice, account and program management. Excellent background and outstanding career in creative solution selling, excellent rapport building and presentation skills to key corporate decision makers responsible for the design, creation, management and expansion of strategic HCM and Talent solutions. Unsurpassed work ethic and drive; capable of recruiting, mentoring, and evaluating high-performing teams to ensure that client HR transformation initiatives are completed successfully within specifications. Strong leadership and time management skills.', 'Retired Global Leader -Human Capital Strategy, Technology, and Customer Success', 'Retired Global Leader -Human Capital Strategy, Technology, and Customer Success', '[{"company":"Retired Global Leader -Human Capital Strategy, Technology, and Customer Success","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":"Retired Global Leader -Human Capital Strategy, Technology, and Customer Success","title":"Retired Global Leader -Human Capital Strategy, Technology, and Customer Success"}],"url":""},{"company":"SAP","company_id":"sap","location":null,"positions":[{"description":"","duration":"Nov 2019 - Present 1 year 10 months","duration_short":"1 year 10 months","end_date":"Present","start_date":"Nov 2019","subtitle":"SAP","title":"Global Senior Director Customer Empowerment"},{"description":"","duration":"2015 Oct 2019 4 years","duration_short":"4 years","end_date":"Oct 2019","start_date":"2015","subtitle":"SAP","title":"NS2 Secure Cloud, Director, SAP SuccessFactors HCM GTM, CoE"},{"description":"","duration":"2014 2015 1 year","duration_short":"1 year","end_date":"2015","start_date":"2014","subtitle":"SAP","title":"Manager, Customer Engagement Executive Team"}],"url":"https://www.linkedin.com/company/sap"},{"company":"Oracle","company_id":"oracle","location":"Park City, UT","positions":[{"description":"","duration":"2012 2013 1 year","duration_short":"1 year","end_date":"2013","start_date":"2012","subtitle":"Oracle","title":"HCM Consulting Sales Director"}],"url":"https://www.linkedin.com/company/oracle"},{"company":"SAP","company_id":"sap","location":"","positions":[{"description":"","duration":"2008 2013 5 years","duration_short":"5 years","end_date":"2013","start_date":"2008","subtitle":"SAP","title":"HCM Practice Manager, Professional Services"}],"url":"https://www.linkedin.com/company/sap"},{"company":"Oracle","company_id":"oracle","location":"","positions":[{"description":"","duration":"2006 2008 2 years","duration_short":"2 years","end_date":"2008","start_date":"2006","subtitle":"Oracle","title":"HCM Professional Services Practice Director"}],"url":"https://www.linkedin.com/company/oracle"},{"company":"Oracle","company_id":"oracle","location":"","positions":[{"description":"","duration":"1996 2004 8 years","duration_short":"8 years","end_date":"2004","start_date":"1996","subtitle":"Oracle","title":"HCM Professional Service Practice Manager"}],"url":"https://www.linkedin.com/company/oracle"},{"company":"First Security Bank","company_id":"first-security-bank","location":"","positions":[{"description":"","duration":"1994 1996 2 years","duration_short":"2 years","end_date":"1996","start_date":"1994","subtitle":"First Security Bank","title":"HRIS Manager"}],"url":"https://www.linkedin.com/company/first-security-bank"},{"company":"Boatmen\'s Bank","company_id":null,"location":"Greater St. Louis Area","positions":[{"description":"","duration":"1991 1993 2 years","duration_short":"2 years","end_date":"1993","start_date":"1991","subtitle":"Boatmen\'s Bank","title":"Payroll Director"}],"url":""},{"company":"ITT Consumer Financial Corp","company_id":"itt-consumer-financial-corp","location":"Greater St. Louis Area","positions":[{"description":"","duration":"1985 1990 5 years","duration_short":"5 years","end_date":"1990","start_date":"1985","subtitle":"ITT Consumer Financial Corp","title":"Payroll Director"}],"url":"https://www.linkedin.com/company/itt-consumer-financial-corp"},{"company":"CPI Corporation","company_id":null,"location":"Greater St. Louis Area","positions":[{"description":"","duration":"1982 1984 2 years","duration_short":"2 years","end_date":"1984","start_date":"1982","subtitle":"CPI Corporation","title":"Director Of Payroll"}],"url":""}]', '["Kristin Frykman “I was delighted to report to Jo Ann for my first year as a Customer Engagement Executive. She is a consummate mentor, coach, and advocate -- always with flawless professionalism and an unerring inner compass. Jo Ann stepped in to support me in several tricky customer situations, and her deep product knowledge, steady nature, and sense of humor always kept things moving in a positive direction and to speedy resolution. Her incredibly sane, fair leadership style fosters strong loyalty from her team, and customers love her. I would jump at the chance to work with Jo Ann again.”","Melissa Corfield “I had the pleasure of working on Jo Ann\'s team during my time as a PS Consultant. Jo Ann is able to meet the demands of the business (high customer expectations, collaboration across internal functions, a very busy PS practice) while also truly focusing on the development and care of the team she manages. She is one of those managers that people just truly work for.”"]']
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 improve service quality and profitability in the HCM industry, and today they are reaching out to the user, an experienced event and operations manager, because they need assistance in planning and executing a high-profile corporate event.
|
### Human: Agent: ['Abby Sugg, MSHCM', 'High performing healthcare professional with experience in policy research/interpretation, reimbursement analysis, data analytics, consulting, and project management. Strong written and verbal communication skills, impeccable work ethic, and ability to perform independently or collaboratively to drive results. An intellectually curious team player seeking to apply skillset and educational background to promote innovation, growth, and modernization in a dynamic and evolving healthcare industry.', 'Manager, Quality Assurance at UnitedHealthcare', 'UnitedHealthcare', '[{"company":"UnitedHealthcare","company_id":"unitedhealthcare","industry":"Hospitals and Health Care","location":null,"positions":[{"description":"","duration":"Sep 2021 - Present 4 months","duration_short":"4 months","end_date":"Present","start_date":"Sep 2021","subtitle":"UnitedHealthcare","title":"Manager, Quality Assurance"},{"description":"","duration":"Sep 2020 Sep 2021 1 year 1 month","duration_short":"1 year 1 month","end_date":"Sep 2021","start_date":"Sep 2020","subtitle":"UnitedHealthcare","title":"Program Manager, Technology Operations"}],"url":"https://www.linkedin.com/company/unitedhealthcare"},{"company":"Audacious Inquiry, LLC","company_id":"audacious-inquiry-llc","location":"Baltimore, Maryland, United States","positions":[{"description":"• Establish and maintain relationships with new and existing clients and serve as liaison between technical staff, account managers, and executive leadership. • Manage and implement HIE software integrations for 70+ hospital, ambulatory, and long-term care clients in the state of West Virginia. • Develop business metrics and provide analysis to drive increased client engagement and identify opportunities for product line expansion. • Establish and maintain relationships with new and existing clients and serve as liaison between technical staff, account managers, and executive leadership. • Manage and implement HIE software integrations for 70+ hospital, ambulatory, and long-term care clients in the state of West Virginia. • Develop business metrics and provide analysis to drive increased client engagement and identify opportunities for product line expansion.","duration":"Oct 2019 Sep 2020 1 year","duration_short":"1 year","end_date":"Sep 2020","start_date":"Oct 2019","subtitle":"Audacious Inquiry, LLC","title":"Manager"}],"url":"https://www.linkedin.com/company/audacious-inquiry-llc"},{"company":"CRISP - Chesapeake Regional Information System for our Patients","company_id":"crisphealth","location":"Baltimore, Maryland, United States","positions":[{"description":"• Establish and maintain relationships with new and existing clients and serve as liaison between technical staff, account managers, and executive leadership. • Manage and implement HIE software integrations for 70+ hospital, ambulatory, and long-term care clients in the state of West Virginia. • Develop business metrics and provide analysis to drive increased client engagement and identify opportunities for product line expansion. • Establish and maintain relationships with new and existing clients and serve as liaison between technical staff, account managers, and executive leadership. • Manage and implement HIE software integrations for 70+ hospital, ambulatory, and long-term care clients in the state of West Virginia. • Develop business metrics and provide analysis to drive increased client engagement and identify opportunities for product line expansion.","duration":"Oct 2019 Sep 2020 1 year","duration_short":"1 year","end_date":"Sep 2020","start_date":"Oct 2019","subtitle":"CRISP - Chesapeake Regional Information System for our Patients","title":"Project Manager"}],"url":"https://www.linkedin.com/company/crisphealth"},{"company":"Optum","company_id":"optum","location":"Charleston, South Carolina, United States","positions":[{"description":"• Research and interpret CMS reimbursement policies and analyze large sets of claims data for payment abnormalities in order to uncover and address potential overpayments. • Collaborate with IT programming staff to build new or enhance existing algorithm criteria, implement coding changes, and deploy updated analytics reporting tools that ensure correct claim payments. • Perform ongoing data analysis to measure algorithm performance and identify areas for additional financial opportunity or quality improvement within existing reports.","duration":"Feb 2018 Oct 2019 1 year 9 months","duration_short":"1 year 9 months","end_date":"Oct 2019","start_date":"Feb 2018","subtitle":"Optum","title":"Healthcare Economics Consultant, Medicare & Retirement"}],"url":"https://www.linkedin.com/company/optum"},{"company":"Benefitfocus","company_id":"benefitfocus","location":null,"positions":[{"description":"• Initiated and established relationships with insurance carriers, Pharmacy Benefit Managers, Third Party Administrators, brokers, and vendors to acquire medical, eligibility, Rx, biometric, and disability data.• Evaluated and prioritized the needs of 100+ clients to set integration timelines and provide a seamless implementation of data for new and existing customers by contractual deadlines.• Served as the primary liaison between internal project management, sales, IT, legal, and client relations staff as well as carriers and clients to establish data sharing agreements and ensure legal compliance during implementation of data.• Recipient of the Together Award nominated by leadership and voted on companywide for demonstrating excellence and collaboration in the workplace.","duration":"Apr 2017 Feb 2018 11 months","duration_short":"11 months","end_date":"Feb 2018","start_date":"Apr 2017","subtitle":"Benefitfocus","title":"Project Manager of Data Outreach, Analytics"},{"description":"• Utilized SQL and Advanced Analytics reporting platforms to audit, analyze, and verify data within medical, eligibility, Rx, and biometric data files, cutting average turnaround time from 6+ days to < 2 days.• Collaborated with IT staff to develop, test, and implement processes and tools for data mapping, verification, and report delivery.• Analyzed healthcare claims data to provide insightful reporting opportunities to engineers and client relations staff regarding the significance of services provided and the associated plan costs.","duration":"Jul 2015 Mar 2017 1 year 9 months","duration_short":"1 year 9 months","end_date":"Mar 2017","start_date":"Jul 2015","subtitle":"Benefitfocus","title":"Data Engineer II, Analytics"}],"url":"https://www.linkedin.com/company/benefitfocus"},{"company":"Bottom Line Systems, Inc.","company_id":"bottomlinesystems","location":"Charleston, SC","positions":[{"description":"• Interpreted managed care contracts and calculated claim reimbursement to determine payment accuracy and identify trends in claim payment through big data analysis. • Corresponded with insurance companies to resolve identified underpayments and arrange reimbursement on behalf of the client.• Researched and presented fiscal trends, revenue analysis, and payment projections to client.• Revised workflow procedures and established more effective working relationships between client managers and BLS consulting personnel.","duration":"Aug 2014 Jul 2015 1 year","duration_short":"1 year","end_date":"Jul 2015","start_date":"Aug 2014","subtitle":"Bottom Line Systems, Inc.","title":"Managed Care Analyst"}],"url":"https://www.linkedin.com/company/bottomlinesystems"},{"company":"Carolina Villages","company_id":null,"location":"Chapel Hill, NC","positions":[{"description":"• Provided consulting services to aid client in various aspects of business planning including conducting market research and competitive analysis to develop the marketing plan for a start-up elder care organization.• Revamped existing marketing materials and expanded marketing efforts to generate member and volunteer recruitment.• Wrote, reviewed, and edited internal and external communications including business plan, marketing plan, presentations, and marketing materials. • Provided consulting services to aid client in various aspects of business planning including conducting market research and competitive analysis to develop the marketing plan for a start-up elder care organization.• Revamped existing marketing materials and expanded marketing efforts to generate member and volunteer recruitment.• Wrote, reviewed, and edited internal and external communications including business plan, marketing plan, presentations, and marketing materials.","duration":"Aug 2013 Apr 2014 9 months","duration_short":"9 months","end_date":"Apr 2014","start_date":"Aug 2013","subtitle":"Carolina Villages","title":"Business Development and Marketing Intern"}],"url":""},{"company":"Ballad Health","company_id":"ballad-health","location":"Johnson City, TN","positions":[{"description":"• Accelerated inventory management efforts by monitoring purchase frequency and eliminating inactive products from the system database.• Conducted thorough product and price analysis to compile purchase data and generate cost and usage reports that were presented to organization leaders and physicians.• Promoted efficiency improvement through participation in a Lean Six Sigma workshop targeting the adjustment of workflow to improve quality and patient satisfaction while reducing costs in a hospital pharmacy.","duration":"May 2013 Aug 2013 4 months","duration_short":"4 months","end_date":"Aug 2013","start_date":"May 2013","subtitle":"Ballad Health","title":"Corporate Purchasing Intern"}],"url":"https://www.linkedin.com/company/ballad-health"}]', '["Maxwell Thompson “I had the privilege and honor of managing Abby while working for Optum. She was my first external hire within the company and one of my most memorable. Abby is hardworking, intelligent, diligent at handling client issues and an overall positive team player. She was a fast learner and became one of my top performers within such a short time. One of Abby’s greatest characteristics is her ability to motivate others through positivity and praise. Abby is an amazing ace employee. ”","Edward Fonvielle, MBA, MHA, PhD “I have had the pleasure to work indirectly with Abby for over two years. However, in that brief span of time, I noticed she possesses a wealth of knowledge in the medical field. She was been very instrumental in the department achieving its goals. The dedicated approach she takes to problem solving indicates a commitment for excellence, teamwork and a desire for success within an organization. I have noticed that on numerous occasions staff members from other departments sought out Abby\'s help. She graciously assists anyone and helps keep the daily routine smooth and flowing. Abby possesses all the core values that any employer requires – vision, positive results, integrity and respect. She strives to offer her unbounded knowledge and energy. The effervescent personality and perpetual smile exudes confidence and is infectious upon her peers. ”"]']
User: ['April Bennett', 'Value to The Organization:- Proficient and skilled in my technical ability.- Comprehensive in problem solving.- Conscientious and steady.- Ability to handle many activities.- Always concerned about quality work.- Good mixer.- Sense of urgency.- Accurate and intuitive.', 'President of Client Relations, CCO, and Medicare Specialist', 'Allied Wealth', '[{"company":"Allied Wealth","company_id":null,"location":"Houston, Texas Area","positions":[{"description":"","duration":"Jun 2013 - Present 8 years 2 months","duration_short":"8 years 2 months","end_date":"Present","start_date":"Jun 2013","subtitle":"Allied Wealth","title":"President of Client Relations & Chief Compliance Officer"}],"url":""},{"company":"HFG Wealth Management, LLC","company_id":"hfg-wealth-management-llc","location":"","positions":[{"description":"","duration":"Apr 2012 Mar 2013 1 year","duration_short":"1 year","end_date":"Mar 2013","start_date":"Apr 2012","subtitle":"HFG Wealth Management, LLC","title":"Operations Manager"}],"url":"https://www.linkedin.com/company/hfg-wealth-management-llc"},{"company":"New England Financial, A MetLife Company","company_id":"new-england-financial-a-metlife-company","location":"","positions":[{"description":"","duration":"Jun 1998 Apr 2011 12 years 11 months","duration_short":"12 years 11 months","end_date":"Apr 2011","start_date":"Jun 1998","subtitle":"New England Financial, A MetLife Company","title":"Operations Manager"}],"url":"https://www.linkedin.com/company/new-england-financial-a-metlife-company"}]', '["“April was tasked to be the interim Manager of the New England Financial office in Houston as the office transitioned from one Managing Partner to the Next Managing Partner. At the time there was major havoc. April managed to bring it under control and helped to increase production during what could have been a trying period. April kept the office functioning at full capacity during the transition period. April functioned as the Managing Partner for the interim period until the new Managing Partner was brought in and helped with a seamless transition. Her Management during that time was \\"Second to None\\".”","“April is a detail oriented leader, she\'s able to resolve complex business and operational tasks with positive results. April is a take charge planner, who is able to delegate tasks by determining subordinates strengths and overseeing projects to completion. She has great people skills and is willing to go the extra mile for the team. She has great knowledge of insurance and financial products and is able to understand the sales process from all angles.”"]']### Assistant: The agent's job is to manage and implement HIE software integrations for healthcare clients, and today the user is reaching out to the agent because they need assistance with resolving complex business and operational tasks in their role as President of Client Relations and Chief Compliance Officer at Allied Wealth.
|
### Human: Agent: ['Jim Friend', 'During career with Allegheny County Health Department I was the Program Administrator of the Injury Prevention and Surveillance System. We tracked Drug Poisoning Deaths, Colorectal Cancer, Lung Cancer, Breast Cancer, Firearm Injuries and Deaths, Motor Vehicle Injuries and Deaths, Diabetes, Fall Injuries and Deaths, and Stroke Mortalities for department reports.', 'Public Health Consultant - Self-Employed', 'Self-Employed', '[{"company":"Self-Employed","company_id":null,"location":"","positions":[{"description":"","duration":"Jun 2020 - Present 1 year 10 months","duration_short":"1 year 10 months","end_date":"Present","start_date":"Jun 2020","subtitle":"Self-Employed","title":"Public Health Consultant"}],"url":""},{"company":"Management Science Associates, Inc. (MSA)","company_id":null,"location":"6565 Penn Ave. Pittsburgh, PA. 15206","positions":[{"description":"Information Technology Project Lead with Management Science Associates, Inc. (MSA). Project Lead on several software development projects for the Life Sciences Division. Leading teams to collect configuration preferences, product components, functionality options and product training. Information Technology Project Lead with Management Science Associates, Inc. (MSA). Project Lead on several software development projects for the Life Sciences Division. Leading teams to collect configuration preferences, product components, functionality options and product training.","duration":"Jul 2014 Jun 2020 6 years","duration_short":"6 years","end_date":"Jun 2020","start_date":"Jul 2014","subtitle":"Management Science Associates, Inc. (MSA)","title":"Information Technology Project Coordinator"}],"url":""},{"company":"ValueOptions","company_id":"valueoptions","location":"Trafford, PA","positions":[{"description":"• Implemented effective account management program (e.g., marketing presentations, proposal/pricing, meetings facilitation, project management, and issue resolution) for 6 internal business units, acted as primary liaison to clients requests. Created training manuals for the clients, and supported the manuals with live training presentations and follow-up webinars. • Led a project team of approximately 15 people in planning, developing and implementation of upgrades to the Provider Portal and Clinical system for clients. Each project system interfaced with the Connect Administration System (CAS) which is the Eligibility, Claims, Networks, and Authorization systems all combined. Improved the Provider Satisfaction rate of the Provider Portal by increased by 10% (76 % to 86%) satisfaction rate. • Reviewed all data requests, planned system conversion, facilitated weekly problem meetings, escalated and resolved all production issues to client satisfaction. • Led the Auto Authorization approval project that reduced the need for hiring additional clinical staff and saving the company an estimated $200,000 annually, and improved the authorization and billing process for all our HealthCare providers. • Researched new upgrades to existing business systems to enable operational efficiencies and cost savings. Worked closely with systems analysts and the clinical department to implement these system enhancements.• Trained the Healthcare providers on the new authorization request workflows. Created PowerPoint presentations and Training Manuals for the Go-To-Meeting webinars that I created and presented. Recorded and posted both the PowerPoint presentations and the webinars on the company website.• Recognized for excellent customer service, professionalism, thoroughness, and commitment to quality and teamwork. Commended for successful planning, implementation, and training efforts.","duration":"Nov 1998 Apr 2014 15 years 6 months","duration_short":"15 years 6 months","end_date":"Apr 2014","start_date":"Nov 1998","subtitle":"ValueOptions","title":"Special Projects Manager"}],"url":"https://www.linkedin.com/company/valueoptions"},{"company":"Allegheny County Health Department","company_id":"allegheny-county-health-department","location":"Pittsburgh, Pennsylvania, United States","positions":[{"description":"During my 17 year career with ACHD I worked in several programs within the ACHD department and gained a good understanding on health data and statistics. During my last position with ACHD I was the Program Administrator of the Allegheny County Health Department’s Injury Prevention and Surveillance System. We tracked Drug Poisoning Deaths, Colorectal Cancer, Lung Cancer, Breast Cancer, Firearm Injuries and Deaths, Motor Vehicle Injuries and Deaths, Diabetes, Fall Injuries and Deaths, and Stroke Mortalities for department reports.","duration":"Jun 1981 Nov 1998 17 years 6 months","duration_short":"17 years 6 months","end_date":"Nov 1998","start_date":"Jun 1981","subtitle":"Allegheny County Health Department","title":"Public Health Administrator"}],"url":"https://www.linkedin.com/company/allegheny-county-health-department"}]', '["Karen Madden “I worked with Jim Friend for several years at Value Behavioral Health of PA. We collaborated on many projects and served on the management team together. Jim is one of the brightest, most reliable, creative and results oriented person I have worked with. I have great respect for his perseverance and ability to move seemingly impossible projects to completion.”","David Rider “As the Special Projects Manager at ValueOptions, Jim developed an online billing process for locally-funded behavioral health services. This complex process involves over 2000 consumers and 29 vendors. Jim\'s program allows for real-time tracking of claims as well as generating person-level service analyses. Program effectiveness has been mapped and data-driven budget decisions are now possible. He delivered everything that I required and made suggestions for additional functionality that will be useful in the future. Jim also fostered pride in this project by his staff members as well as mine. This shared ownership will be valuable as we maintain this system in years to come. My highest endorsement is that I look forward to new projects where I can team with Jim Friend.”"]']
User: ['Jim Friend', 'During career with Allegheny County Health Department I was the Program Administrator of the Injury Prevention and Surveillance System. We tracked Drug Poisoning Deaths, Colorectal Cancer, Lung Cancer, Breast Cancer, Firearm Injuries and Deaths, Motor Vehicle Injuries and Deaths, Diabetes, Fall Injuries and Deaths, and Stroke Mortalities for department reports.', 'Public Health Consultant - Self-Employed', 'Self-Employed', '[{"company":"Self-Employed","company_id":null,"location":"","positions":[{"description":"","duration":"Jun 2020 - Present 1 year 10 months","duration_short":"1 year 10 months","end_date":"Present","start_date":"Jun 2020","subtitle":"Self-Employed","title":"Public Health Consultant"}],"url":""},{"company":"Management Science Associates, Inc. (MSA)","company_id":null,"location":"6565 Penn Ave. Pittsburgh, PA. 15206","positions":[{"description":"Information Technology Project Lead with Management Science Associates, Inc. (MSA). Project Lead on several software development projects for the Life Sciences Division. Leading teams to collect configuration preferences, product components, functionality options and product training. Information Technology Project Lead with Management Science Associates, Inc. (MSA). Project Lead on several software development projects for the Life Sciences Division. Leading teams to collect configuration preferences, product components, functionality options and product training.","duration":"Jul 2014 Jun 2020 6 years","duration_short":"6 years","end_date":"Jun 2020","start_date":"Jul 2014","subtitle":"Management Science Associates, Inc. (MSA)","title":"Information Technology Project Coordinator"}],"url":""},{"company":"ValueOptions","company_id":"valueoptions","location":"Trafford, PA","positions":[{"description":"• Implemented effective account management program (e.g., marketing presentations, proposal/pricing, meetings facilitation, project management, and issue resolution) for 6 internal business units, acted as primary liaison to clients requests. Created training manuals for the clients, and supported the manuals with live training presentations and follow-up webinars. • Led a project team of approximately 15 people in planning, developing and implementation of upgrades to the Provider Portal and Clinical system for clients. Each project system interfaced with the Connect Administration System (CAS) which is the Eligibility, Claims, Networks, and Authorization systems all combined. Improved the Provider Satisfaction rate of the Provider Portal by increased by 10% (76 % to 86%) satisfaction rate. • Reviewed all data requests, planned system conversion, facilitated weekly problem meetings, escalated and resolved all production issues to client satisfaction. • Led the Auto Authorization approval project that reduced the need for hiring additional clinical staff and saving the company an estimated $200,000 annually, and improved the authorization and billing process for all our HealthCare providers. • Researched new upgrades to existing business systems to enable operational efficiencies and cost savings. Worked closely with systems analysts and the clinical department to implement these system enhancements.• Trained the Healthcare providers on the new authorization request workflows. Created PowerPoint presentations and Training Manuals for the Go-To-Meeting webinars that I created and presented. Recorded and posted both the PowerPoint presentations and the webinars on the company website.• Recognized for excellent customer service, professionalism, thoroughness, and commitment to quality and teamwork. Commended for successful planning, implementation, and training efforts.","duration":"Nov 1998 Apr 2014 15 years 6 months","duration_short":"15 years 6 months","end_date":"Apr 2014","start_date":"Nov 1998","subtitle":"ValueOptions","title":"Special Projects Manager"}],"url":"https://www.linkedin.com/company/valueoptions"},{"company":"Allegheny County Health Department","company_id":"allegheny-county-health-department","location":"Pittsburgh, Pennsylvania, United States","positions":[{"description":"During my 17 year career with ACHD I worked in several programs within the ACHD department and gained a good understanding on health data and statistics. During my last position with ACHD I was the Program Administrator of the Allegheny County Health Department’s Injury Prevention and Surveillance System. We tracked Drug Poisoning Deaths, Colorectal Cancer, Lung Cancer, Breast Cancer, Firearm Injuries and Deaths, Motor Vehicle Injuries and Deaths, Diabetes, Fall Injuries and Deaths, and Stroke Mortalities for department reports.","duration":"Jun 1981 Nov 1998 17 years 6 months","duration_short":"17 years 6 months","end_date":"Nov 1998","start_date":"Jun 1981","subtitle":"Allegheny County Health Department","title":"Public Health Administrator"}],"url":"https://www.linkedin.com/company/allegheny-county-health-department"}]', '["Karen Madden “I worked with Jim Friend for several years at Value Behavioral Health of PA. We collaborated on many projects and served on the management team together. Jim is one of the brightest, most reliable, creative and results oriented person I have worked with. I have great respect for his perseverance and ability to move seemingly impossible projects to completion.”","David Rider “As the Special Projects Manager at ValueOptions, Jim developed an online billing process for locally-funded behavioral health services. This complex process involves over 2000 consumers and 29 vendors. Jim\'s program allows for real-time tracking of claims as well as generating person-level service analyses. Program effectiveness has been mapped and data-driven budget decisions are now possible. He delivered everything that I required and made suggestions for additional functionality that will be useful in the future. Jim also fostered pride in this project by his staff members as well as mine. This shared ownership will be valuable as we maintain this system in years to come. My highest endorsement is that I look forward to new projects where I can team with Jim Friend.”"]']### Assistant: The agent's job is to work as a public health consultant, and today, the agent is reaching out to the user to discuss a potential collaboration on developing an innovative software system for tracking and analyzing health data in order to improve public health outcomes.
|
### Human: Agent: ['Shelley Hitz', 'I help Christian writers of all genres. My husband CJ and I help make your God-given dream of writing and publishing a book a reality. Your story matters to God and will impact and encourage others as you take this courageous step of faith. Inside Christian Book Academy, we help you: - Conquer your fears inside real community. - Write words that will outlive you. - Publish books that fulfill your calling. Click here to join our community of Christian writers: http://christianbookacademy.com/ Specialties: writing, self-publishing, self-publish, kindle publishing', 'Mentor to Christian Writers | Host of Kingdom Writers Podcast | Self-Publishing Expert at Christian Book Academy', 'Christian Book Academy', '[{"company":"Christian Book Academy","company_id":null,"location":"","positions":[{"description":"We help make your God-given dream of writing and publishing a book a reality. Your story matters to God and will impact and encourage others as you take this courageous step of faith.Inside Christian Book Academy, we help you:- Conquer your fears inside real community.- Write words that will outlive you.- Publish books that fulfill your calling.Click here to join our community of Christian writers here: http://christianbookacademy.com/\\"Shelley is today’s Dan Poynter. Her books and advice are golden. She shares the details of self-publishing plus great marketing tips. She is the real deal and her book, Self-Publishing Books 101, proves it.\\" Scott Bilker","duration":"Oct 2010 - Present 11 years 9 months","duration_short":"11 years 9 months","end_date":"Present","start_date":"Oct 2010","subtitle":"Christian Book Academy","title":"Mentor to Christian Writers | Host of Kingdom Writers Podcast | Self-Publishing Expert"}],"url":""},{"company":"Body and Soul Publishing LLC","company_id":null,"location":"","positions":[{"description":"My husband and I travel around the country to share biblical message to teens and adults. Contact me at shelley (at) shelleyhitz.com to learn more. My husband and I travel around the country to share biblical message to teens and adults. Contact me at shelley (at) shelleyhitz.com to learn more.","duration":"Sep 2007 - Present 14 years 10 months","duration_short":"14 years 10 months","end_date":"Present","start_date":"Sep 2007","subtitle":"Body and Soul Publishing LLC","title":"Christian Author | Christian Speaker"}],"url":""}]', '["Lucille Zimmerman “Trying to learn the ropes of self-publishing can be overwhelming. I found Shelley\'s course to be all inclusive, nuanced, and all I needed to create, produce, and market a book.”","Beth Jones “Shelley Hitz is an amazing coach and instructor. I signed up for her Author Audience Academy and was blown away by the amount of valuable content she offered in this program.Through this program, I came up with my eBook idea, wrote the book, and published the eBook (The Cinderella Story: The Power of Shoes by Beth Jones) on Amazon, which became an Amazon Best Seller in its category and sub-category the first day. Shelley is not ashamed to share her faith in Christ, either, which I really like. She inspires me with her business and personal life success. Shelley is awesome and I highly recommend the Author Audience Academy program.”"]']
User: ['David Jenkins', "Ministry leader with 20 years of ministry experience in the areas of preaching, teaching, and leadership development. I also have extensive experience as a book reviewer, and writer on a wide variety of cultural, philosophical and theological issues. I'm a people person who loves to minister to people going through hard seasons of life and walk alongside others with the grace of God.Specialties: Preaching, teaching, research, writing, book reviews, leadership development, social media and counseling.", 'Ministry Leader, Writer, Editor, Author, and Content Creator.', 'Shepherds Press', '[{"company":"Shepherds Press","company_id":null,"location":"Palmdale, California, United States","positions":[{"description":"","duration":"May 2020 - Present 1 year 4 months","duration_short":"1 year 4 months","end_date":"Present","start_date":"May 2020","subtitle":"Shepherds Press","title":"Author"}],"url":""},{"company":"Free-Grace Press","company_id":"free-grace-press-publishing-llc","location":"Palmdale, California, United States","positions":[{"description":"I\'m writing a primer on the doctrine of Scripture for lay people to help them understand this vital doctrine and how it is under attack today.","duration":"Apr 2020 - Present 1 year 5 months","duration_short":"1 year 5 months","end_date":"Present","start_date":"Apr 2020","subtitle":"Free-Grace Press","title":"Author"}],"url":"https://www.linkedin.com/company/free-grace-press-publishing-llc"},{"company":"H&E Publishing","company_id":"hesedandemet","location":"Peterborough, Ontario","positions":[{"description":"I am writing a book for H&E Publishing out of Canada called The Word Explored: The Problem of Biblical Illiteracy and What To Do About It.","duration":"Jul 2019 - Present 2 years 2 months","duration_short":"2 years 2 months","end_date":"Present","start_date":"Jul 2019","subtitle":"H&E Publishing","title":"Author"}],"url":"https://www.linkedin.com/company/hesedandemet"},{"company":"Servants of Grace","company_id":"servantsofgrace","location":"Roseburg, Oregon, United States","positions":[{"description":"Servants of Grace is a multi-media ministry that exists to help people know the God of the Bible and to equip God’s people to grow in and serve God’s grace in the local church and beyond.At Servants of Grace, I oversee a team of contributors, direct all of our various ministries, serve as the executive editor of our blog, and manage all of our social media. Additionally, I serve as the host and producer for our two podcasts, Equipping You in Grace and Servants of Grace.","duration":"Aug 2000 - Present 21 years 1 month","duration_short":"21 years 1 month","end_date":"Present","start_date":"Aug 2000","subtitle":"Servants of Grace","title":"Executive Director"}],"url":"https://www.linkedin.com/company/servantsofgrace"},{"company":"Theology For Life","company_id":null,"location":"Roseburg, Oregon, United States","positions":[{"description":"Theology for Life is the online magazine of Servants of Grace. We exist to equip laypeople on a variety of doctrinal and theological issues. Here I serve as the Executive Editor which means I read over all the content before it\'s published along with coming up with awesome ideas for future issues. I also manage the advertisement, and social media for Theology for Life.","duration":"Apr 2014 - Present 7 years 5 months","duration_short":"7 years 5 months","end_date":"Present","start_date":"Apr 2014","subtitle":"Theology For Life","title":"Executive Editor"}],"url":""},{"company":"Freelance Writer/Editor/Speaker","company_id":null,"location":"Roseburg, Oregon, United States","positions":[{"description":"I\'ve written or contributed articles to a variety of publications such as Blue Letter Bible, Bible Study Tools, Bible Study Magazine, Blogging Theologically, Christianity.com, Crosswalk.com, Church Leaders, The Council on Biblical Manhood and Womanhood, Covenant Eyes, The Ethics and Religious Liberty Commission, Apologetics 315, The Poached Egg, Credo Magazine, Gospel-Centered Discipleship, Modern Reformation, TGC, and more. I enjoy writing on contemporary theological and practical issues inside and outside the Church. I also do pulpit supply in Southern Oregon and speak at a variety of men\'s retreats.","duration":"Oct 2010 - Present 10 years 11 months","duration_short":"10 years 11 months","end_date":"Present","start_date":"Oct 2010","subtitle":"Freelance Writer/Editor/Speaker","title":"Freelance Writer/Editor/Speaker"}],"url":""},{"company":"Inspired Faith Radio","company_id":null,"location":"Haifa, Israel","positions":[{"description":"I preached verse by verse sermons through the Bible for Inspired Faith for almost six and a half years.","duration":"Apr 2002 Sep 2008 6 years 6 months","duration_short":"6 years 6 months","end_date":"Sep 2008","start_date":"Apr 2002","subtitle":"Inspired Faith Radio","title":"Bible Teacher"}],"url":""}]', '["David Knight “David has led the way in Christian podcasting for over 20 years. He is generous with his encouragement and support and goes the extra mile in maintaining and developing relationships. I would fully endorse working with David on any project.”","David Pitman “Like his biblical namesake, David is a man after God’s own heart. He is an excellent author and communicator. I have found in his ministry encouragement and edification.”"]']### Assistant: The agent's job is to mentor and help Christian writers, and today the user is reaching out to the agent because they need guidance on self-publishing their book and reaching a wider audience.
|
### Human: Agent: ['Jose Thomas', '-Forward-thinking and hands-on leadership to drive large, complex transformations in the insurance and finance industry, offering a blend of Technology Leadership and Business acumen with a focus on Enterprise transformation through core innovation, optimizing cost, mentoring, and delivering value to the customers and the organization.- Proven ability to guide technology initiatives, IT roadmaps, Architecture, strategies and provide oversight for project concept, design, and delivery and lights on transition.', 'Account Executive, Finance Program Office at Farmers Insurance', 'Farmers Insurance', '[{"company":"Farmers Insurance","company_id":"farmers-insurance","industry":"Insurance","location":"Woodland Hills","positions":[{"description":"","duration":"Oct 2021 - Present 2 months","duration_short":"2 months","end_date":"Present","start_date":"Oct 2021","subtitle":"Farmers Insurance","title":"Account Executive, Finance Transformation Initiatives"}],"url":"https://www.linkedin.com/company/farmers-insurance"},{"company":"Farmers Insurance","company_id":"farmers-insurance","location":null,"positions":[{"description":"","duration":"Apr 2019 Oct 2019 7 months","duration_short":"7 months","end_date":"Oct 2019","start_date":"Apr 2019","subtitle":"Farmers Insurance","title":"Enterprise Architect"},{"description":"Farmers is leading a major transformation, using technology to change the lives of our customers. We are seeking to respond faster to market demands, anticipate the next generation of insurance needs and construct the organizational, IT and data capabilities necessary to lead our market.• Leading the Farmers SAP billing HANA Enterprise Cloud Transformation Project. Successfully completed the migration to HEC in 32 weeks with Zero Data Quality or Integration Issues. • Developed and driving migration strategy, Success criteria’s, KPI’s and Data Quality Checks for SAP ECC System to HANA Enterprise Cloud.• Define the integration end state of the Billing Cloud Solution with peripheral Cloud and on-premise applications.• Engaged the right SAP AMS Model which fits for Farmers application needs. • Helped Business in developing and an “Offline Payment Channel” approach for customers to make Payments when the primary channel goes for maintenance.• Encouraging collaboration across Farmers teams: Presented multiple creative options to combine technical ideas that eventually resulted in better customer experience thereby improvement of NPS and tNPS.• Leading SAP Functions towards DevOps and Agile methodologies for Continuous Build and Integration. Flexibility to rapid changes, expand, extend and adapt. • Leading and Developing Farmers Data Volume Strategy [Warm, Cold, in memory] using SAP ILM and Open text. • Catalyst for NPS Score improvements and speed to market realization.","duration":"Feb 2013 Oct 2019 6 years 9 months","duration_short":"6 years 9 months","end_date":"Oct 2019","start_date":"Feb 2013","subtitle":"Farmers Insurance","title":"Solution Architect |HANA CLOUD MIGRATION"},{"description":"Web/e-Business Development/Mobile Space: Managing software development, maintenance of Claims Applications –Customer facing, Call centers, Agency Distribution, B2B and Products in both legacy and web application environments.\uf0fc Corporate Intranet/Internet Application Development, Production and Application Security Support, marketing Analytics/Reporting – Development and support for various Web-based reporting tools. \uf0fc Conducted multiple “lessons-learned” sessions for several IT/Business development/enhancement projects and shared the results with IT & Business leadership for continuous/future improvements.Achievements Highlights:\uf0fc New Customer Service Portals and Speed to market. 15 Web Interface Application for Variety of Consumers (CSA, Customer, Agents, Department of Insurance, Underwriters, Claims Reps., Vendors, etc…)\uf0fc New Middle ware for the SOA Implementation: (One Middle ware stack for all the integrations ~100 Service development and 250 operations) with the latest Oracle Service Bus Upgraded\uf0fc New Middle ware for the batch/big data Implementation: (One Middle ware stack for all the batch / big size integrations) with the upgraded version to the new SI platform.\uf0fc Call Center Upgrades and New Tools and IVR Implementation: Reduction in the number of Member/Customer Service phone calls to the Help Points. Single authentication mechanism for customers through web, mobile and IVR Systems \uf0fc SharePoint Implementations: Claims Communication Site and other business Units Project Document managements with intranet and extranet versions.\uf0fc Analytics and Marketing tools: Implementation of the Web Trends, Google Analytics and Tea Leaf for the User web statistics and user’s flow path. \uf0fc Mobile Space: Implementation of the Claims/Billing applications for IPhone, Android and html mobile site.","duration":"Apr 2007 Jan 2013 5 years 10 months","duration_short":"5 years 10 months","end_date":"Jan 2013","start_date":"Apr 2007","subtitle":"Farmers Insurance","title":"Program/Technical Lead - Claims"}],"url":"https://www.linkedin.com/company/farmers-insurance"},{"company":"California State Parks","company_id":"california-state-parks","location":"","positions":[{"description":"Responsible for the Technical Architecture/Management of California Camp Ground Management System including Web//POS Systems• Web Interface for the Customers to book the Campsites.• Management Reporting implementations,• Data Replications from the Datacenter to the Camp Kiosks• Accounting package where the cash registers will be consolidated and deposited in the bank using the system generated deposit slips and collection report.• Credit card validation integrated with all the systems","duration":"Jun 2006 Mar 2007 10 months","duration_short":"10 months","end_date":"Mar 2007","start_date":"Jun 2006","subtitle":"California State Parks","title":"Technical Lead"}],"url":"https://www.linkedin.com/company/california-state-parks"},{"company":"Fox Cable Networks","company_id":"fox-cable-networks","location":"","positions":[{"description":"Technical lead for the enterprise program for new movie release partner sites all over the world based on geographies. (B2B Integrations) Technical lead for the enterprise program for new movie release partner sites all over the world based on geographies. (B2B Integrations)","duration":"Nov 2005 May 2006 7 months","duration_short":"7 months","end_date":"May 2006","start_date":"Nov 2005","subtitle":"Fox Cable Networks","title":"Technical Lead"}],"url":"https://www.linkedin.com/company/fox-cable-networks"},{"company":"Farmers Insurance","company_id":"farmers-insurance","location":"Simi Valley","positions":[{"description":"Technical Lead for B2B Integration projects and new Case Management Systems Technical Lead for B2B Integration projects and new Case Management Systems","duration":"Sep 2003 Oct 2005 2 years 2 months","duration_short":"2 years 2 months","end_date":"Oct 2005","start_date":"Sep 2003","subtitle":"Farmers Insurance","title":"Technical Lead"}],"url":"https://www.linkedin.com/company/farmers-insurance"},{"company":"Microsoft","company_id":"microsoft","location":"Greater Seattle Area","positions":[{"description":"Technical Architect for Microsoft Financial Security Application - Identify Bad Debt Customers Technical Architect for Microsoft Financial Security Application - Identify Bad Debt Customers","duration":"Jan 2002 Sep 2003 1 year 9 months","duration_short":"1 year 9 months","end_date":"Sep 2003","start_date":"Jan 2002","subtitle":"Microsoft","title":"Technical Architect"}],"url":"https://www.linkedin.com/company/microsoft"},{"company":"Wipro","company_id":"wipro","location":"","positions":[{"description":"Technical Consultant at Nortel Technologies and Microsoft Corporation Technical Consultant at Nortel Technologies and Microsoft Corporation","duration":"Nov 1999 Sep 2003 3 years 11 months","duration_short":"3 years 11 months","end_date":"Sep 2003","start_date":"Nov 1999","subtitle":"Wipro","title":"Technical Consultant"}],"url":"https://www.linkedin.com/company/wipro"},{"company":"Pamas danway","company_id":null,"location":"United Arab Emirates","positions":[{"description":"IT Consultant IT Consultant","duration":"Jul 1997 Sep 1999 2 years 3 months","duration_short":"2 years 3 months","end_date":"Sep 1999","start_date":"Jul 1997","subtitle":"Pamas danway","title":"IT Consultant"}],"url":""}]', '["Ian Steven “Jose is a seasoned SAP professional and Cloud / Applications Architect. He is highly experienced both with the SAP Cloud Applications and the operations that are required to support them. Jose goes beyond the boundaries that we traditionally see and looks for tools, processes and skills to enable TCO and push up the ROI. I have personally been in the Applications field for many years and rarely do I come across someone like Jose that is at the top of their field - he is an absolute please to work with.”","Leanne H. “It’s my absolute pleasure to recommend Jose as an experienced SAP strategist and advisor. Jose and I worked together while I was the HANA Enterprise Cloud director and he was the Farmers SAP lead. We worked closely for over a year he and his team created Farmers path to HANA. I thoroughly enjoyed my time working with Jose, and came to know him as a truly valuable asset to absolutely any team. He is honest, dependable, and incredibly hard-working. Beyond that, he is an impressive strategist who is always coming up with new ways to accomplish old ideas. His knowledge of SAP and expertise in building roadmaps was a huge advantage to the entire project. He put this skillset to work in order to meet multiple near-impossible deadlines. Along with his undeniable talent, Jose has always been an absolute joy to work with. He is a true team player, and always manages to foster positive discussions and bring the best out of other employees. Without a doubt, I confidently recommend Jose to any team. As a dedicated and knowledgeable employee and an all-around great person, I know that he will be a beneficial addition to any organization. Please feel free to contact me via LinkedIn Messager should you like to discuss Jose’s qualifications and experience further. I’d be happy to expand on my recommendation. Warm regards, Leanne J. Hurley ”"]']
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 drive large-scale transformations in the insurance and finance industry, and today the user is reaching out to the agent because they need assistance in developing strategic brand and executive communications initiatives for their organization.
|
### Human: Agent: ['Kelly Alvarado-Young, Ph.D.', 'My Jefa overview: As a first-generation, Puertoriccan, Latina, Mami, & Scholar from NY now living in the Pacific Northwest, it was important to me to find a wellness space where I could bring my fullest self. Yoga and meditation have helped me heal from generational trauma, become a domestic violence survivor, and show up for myself as well as my comunidad. Now I feel I am living a life inflow. La vida es unica! I promise to live a life fighting for equity and rest for Latina and Femme folxs cultivating a pathway towards healing through yoga, meditation, and wellness coaching. My professional leadership overview: Accomplished management level professional experienced in instituting organizational strategies and measures for continuous improvements and efficient organizational operations. Self-starter who meets project deadlines and requirements while performing multiple tasks within diverse, fast-paced, highly confidential environments. Responds rapidly and appropriately to changing circumstances; evaluates problems, makes astute decisions to effect positive change, and refocuses on new priorities. Thrives as a team player and coordinator for special events and programs. Outstanding interpersonal communication skills; quickly establish rapport with clients, vendors, employees, volunteers, and various audiences who engage with the organization. Specialties: • Project Management • Diversity, Equity and Inclusion • Human Resource Functions • Office Management • Law & Regulation Compliance • Scheduling & Event Coordination • Problem Identification & Resolution • Budgeting & Financial Affairs • Team Building & Leadership • Interpersonal Communications', 'Cultivating a Pathway Towards Healing', 'La Brega Yoga Flow & Meditation', '[{"company":"La Brega Yoga Flow & Meditation","company_id":null,"location":"Pullman, WA","positions":[{"description":"La Brega Yoga Flow & Meditation is a community where Black, Indigenous, and Woman of Color (BI&WOC) are invited to take off their masks and be just who they are strong, fierce, and whole. BI&WOC folxs are held at the center in this health and wellness space. We deserve a place to reflect, reset, and recharge as we learn more about the ways to cultivate a pathway towards healing through yoga, meditation, and wellness coaching. La Brega Yoga Flow & Meditation is a community where Black, Indigenous, and Woman of Color (BI&WOC) are invited to take off their masks and be just who they are strong, fierce, and whole. BI&WOC folxs are held at the center in this health and wellness space. We deserve a place to reflect, reset, and recharge as we learn more about the ways to cultivate a pathway towards healing through yoga, meditation, and wellness coaching.","duration":"Jan 2022 - Present 2 months","duration_short":"2 months","end_date":"Present","start_date":"Jan 2022","subtitle":"La Brega Yoga Flow & Meditation","title":"La Jefa"}],"url":""},{"company":"Washington State University","company_id":"washington-state-university","location":"Pullman, Washington, United States","positions":[{"description":"","duration":"Sep 2020 - Present 1 year 6 months","duration_short":"1 year 6 months","end_date":"Present","start_date":"Sep 2020","subtitle":"Washington State University","title":"Director, New Student Programs"}],"url":"https://www.linkedin.com/company/washington-state-university"},{"company":"Gonzaga University","company_id":"gonzaga-university","location":"Spokane, Washington Area","positions":[{"description":"","duration":"Apr 2014 Sep 2020 6 years 6 months","duration_short":"6 years 6 months","end_date":"Sep 2020","start_date":"Apr 2014","subtitle":"Gonzaga University","title":"Director, First Year Experience Programs"}],"url":"https://www.linkedin.com/company/gonzaga-university"},{"company":"Manhattan College","company_id":"manhattan-college","location":"Riverdale, NY","positions":[{"description":"","duration":"Jul 2013 Apr 2014 10 months","duration_short":"10 months","end_date":"Apr 2014","start_date":"Jul 2013","subtitle":"Manhattan College","title":"Area Coordinator"}],"url":"https://www.linkedin.com/company/manhattan-college"},{"company":"Seattle University","company_id":"seattle-university","location":"Seattle, WA","positions":[{"description":"","duration":"Aug 2010 Jun 2013 2 years 11 months","duration_short":"2 years 11 months","end_date":"Jun 2013","start_date":"Aug 2010","subtitle":"Seattle University","title":"Administrative Coordinator to the VP for Student Development"}],"url":"https://www.linkedin.com/company/seattle-university"},{"company":"Delta Air Lines","company_id":"delta-air-lines","location":null,"positions":[{"description":"","duration":"Aug 2008 Aug 2010 2 years 1 month","duration_short":"2 years 1 month","end_date":"Aug 2010","start_date":"Aug 2008","subtitle":"Delta Air Lines","title":"Administrative Assistant"},{"description":"","duration":"Jan 2008 Jul 2008 7 months","duration_short":"7 months","end_date":"Jul 2008","start_date":"Jan 2008","subtitle":"Delta Air Lines","title":"Customer Service Agent"}],"url":"https://www.linkedin.com/company/delta-air-lines"},{"company":"Fort Drum Regional Liaison Organization","company_id":null,"location":"","positions":[{"description":"","duration":"Sep 2006 Oct 2007 1 year 2 months","duration_short":"1 year 2 months","end_date":"Oct 2007","start_date":"Sep 2006","subtitle":"Fort Drum Regional Liaison Organization","title":"Archive Specialist"}],"url":""},{"company":"Jefferson Community College","company_id":"sunyjefferson","location":"","positions":[{"description":"","duration":"Jan 2006 Oct 2007 1 year 10 months","duration_short":"1 year 10 months","end_date":"Oct 2007","start_date":"Jan 2006","subtitle":"Jefferson Community College","title":"Student Event Planner"}],"url":"https://www.linkedin.com/company/sunyjefferson"}]', '["Isiaah Crawford “Kelly is a talented and highly motivated young professisonal who shows great promise to have an exceptional career in higher education.”","Kathleen Baker “Kelly is a highly-organized professional who is crucial to the successful operation of our Division. She is outgoing, trustworthy, motivated, and has true talent for working with all types of people. Kelly is one of those people who will reach every goal she sets for herself. I am happy to support her and call her my colleague.”"]']
User: ['Jennifer Tillett, NCPT', 'Specialties:Pilates Teaching Professional. Program Development, Client Acquisition, Pilates Teacher Training, Manual Writing and Development', 'Director Of Education', 'Harmony Studios Los Angeles', '[{"company":"Harmony Studios Los Angeles","company_id":null,"location":"West Hollywood, CA","positions":[{"description":"","duration":"2017 - Present 5 years","duration_short":"5 years","end_date":"Present","start_date":"2017","subtitle":"Harmony Studios Los Angeles","title":"Director Of Education"}],"url":""},{"company":"Self-employed","company_id":null,"location":"","positions":[{"description":"","duration":"May 2018 - Present 4 years","duration_short":"4 years","end_date":"Present","start_date":"May 2018","subtitle":"Self-employed","title":"Director Of Education"}],"url":""},{"company":"Wave Pilates","company_id":null,"location":"Tampa/St. Petersburg, Florida Area","positions":[{"description":"","duration":"Aug 2012 - Present 9 years 9 months","duration_short":"9 years 9 months","end_date":"Present","start_date":"Aug 2012","subtitle":"Wave Pilates","title":"Master Pilates Instructor"}],"url":""},{"company":"Wellbridge","company_id":"wellbridge","location":"Tampa/St. Petersburg, Florida Area","positions":[{"description":"Teach Private and Group Pilates ClassesTeach group fitness classes.Develop Barre Conditioning Workout for group fitness classes Teach Private and Group Pilates ClassesTeach group fitness classes.Develop Barre Conditioning Workout for group fitness classes","duration":"Aug 2012 - Present 9 years 9 months","duration_short":"9 years 9 months","end_date":"Present","start_date":"Aug 2012","subtitle":"Wellbridge","title":"Pilates Teacher and Group Fitness Leader"}],"url":"https://www.linkedin.com/company/wellbridge"},{"company":"Harmony Studios","company_id":"harmony-studios","location":"Greater Los Angeles Area","positions":[{"description":"","duration":"Sep 2001 Aug 2012 11 years","duration_short":"11 years","end_date":"Aug 2012","start_date":"Sep 2001","subtitle":"Harmony Studios","title":"Senior Pilates Instructor"}],"url":"https://www.linkedin.com/company/harmony-studios"},{"company":"Angel City Gym","company_id":null,"location":"Greater Los Angeles Area","positions":[{"description":"","duration":"Dec 1999 Sep 2001 1 year 10 months","duration_short":"1 year 10 months","end_date":"Sep 2001","start_date":"Dec 1999","subtitle":"Angel City Gym","title":"Pilates Instructor"}],"url":""}]', '["Scott Parker “Jennifer is an amazing Pilates and fitness instructor! I have worked with Jennifer in group fitness classes and for one-on-one fitness sessions. She strikes the right balance of motivational, inspirational, and practical. Even though I worked with her first as a Pilates instructor, she has continued to guide me in other areas such as nutrition and weight training, as well as general well-being. Jennifer is open, easy to talk to, and interested in finding the fitness routine that works best for me. She is knowledgeable of a variety of fitness programs, healthy diet, and ways to balance and integrate those into someone\'s busy career and life goals. A highly recommend Jennifer for all your fitness needs. ”","Dori Berlin “I\'ve been a regular client of Jennifer\'s (2-3 x\'s a week) for over seven years. I was relatively new to Pilates when I started with Jen at Harmony. I had nerve pain in my left leg and was looking for a conveniently located mat class that could help me with strength, proper alignment and flexibility. I was very fortunate to find Jen T. She is great. I have been training with her ever since in both classes (Mat and Reformer) and private sessions. I am so much stronger and more flexible, and the pain in my leg has disappeared completely. I work long hours on my feet and it can be tough to get motivated to work out after a hard day. Jen keeps me coming back with Privates and Classes are never boring. She continually changes up the workouts to keep things interesting and help me get to the next level. She is very knowledgeable about both exercise and nutrition. I appreciate that she always encourages me to keep doing better. I recommend her highly.”"]']### Assistant: The agent's job is to provide wellness coaching and cultivate a pathway towards healing through yoga and meditation, while the user is reaching out to the agent because they need assistance with program development and client acquisition for their pilates teaching profession.
|
### Human: Agent: ['Tooba Haroon', 'I have extensive knowledge of Accounting, Auditing operations, and software. I have profound knowledge and 5 plus years of working experience in the Banking and Payment sector. I am an experienced, detail-oriented, and excellent team player with an individual commitment, intelligence, and a broad vision. Areas of Expertise include but are not limited to: • MS Office Expertise • Problem Solving & Decisiveness • Flexibility under stress & pressure • Excellent Customer Service • Quality Assurance • Detail Oriented I have a genuine belief in giving back to the community. I feel excited to connect and network with diverse educated people. I enjoy reading self-help, motivational, autobiography, and nonfiction books. I write blogs and book reviews.', 'Audit Specialist', 'U.S. Bank', '[{"company":"U.S. Bank","company_id":"us-bank","industry":"Banking","location":"United States","positions":[{"description":"5 plus years of working experience in the U.S. Bank Corporate and Payment Industry.Reviewed, Audited, and Paid Freight invoices with excellent critical thinking and problem-solving skills in the Corporate Payment Systems division of U.S. Bank. Worked on spreadsheets for Macro and excel formulas to get favorable and unfavorable variances on Reports. Excellent knowledge and understanding of operations of the payment industry. Flagged and clarified any unusual or questionable invoice items or prices and followed up with clients by email and telephone. Sorted and set invoices up for business-to-business (B2B) payments including big clients such as Walmart, Royal Philips, Campbell Soup, and Veritiv.Achieved performance goals by setting key performance indicators.Silver Shield Award Recipient for delivering quality results by refocusing audit review actions.Represented U.S. Bank as an Ambassador to create volunteer opportunities for employees to connect, share, and grow.","duration":"Oct 2016 - Present 5 years 10 months","duration_short":"5 years 10 months","end_date":"Present","start_date":"Oct 2016","subtitle":"U.S. Bank","title":"Audit Specialist"}],"url":"https://www.linkedin.com/company/us-bank"},{"company":"Walmart","company_id":"walmart","location":"United States","positions":[{"description":"Maintained a safe and clean pharmacy by complying with procedures, federal rules, and regulations.Maintained records on the computer with the database and physically by filing physicians\' orders and prescriptions.Helped health care providers and patients by greeting them in person, over the phone and answering their questions, requests, and referring their inquiries to the pharmacist. Maintained a safe and clean pharmacy by complying with procedures, federal rules, and regulations.Maintained records on the computer with the database and physically by filing physicians\' orders and prescriptions.Helped health care providers and patients by greeting them in person, over the phone and answering their questions, requests, and referring their inquiries to the pharmacist.","duration":"May 2016 Oct 2016 6 months","duration_short":"6 months","end_date":"Oct 2016","start_date":"May 2016","subtitle":"Walmart","title":"Pharmacy Technician"}],"url":"https://www.linkedin.com/company/walmart"},{"company":"Pakistan International Airlines","company_id":"pakistan-international-airlines","location":"Pakistan","positions":[{"description":"Enrolled for an excellent Internship opportunity at PIA in Summer Vacation.Managed routine office duties with excellent care and due diligence.Updated manuals with new updated information on management and human resource outlines.Revised management training methods on soft skills under the supervision of directors. Enrolled for an excellent Internship opportunity at PIA in Summer Vacation.Managed routine office duties with excellent care and due diligence.Updated manuals with new updated information on management and human resource outlines.Revised management training methods on soft skills under the supervision of directors.","duration":"Jun 2015 Jul 2015 2 months","duration_short":"2 months","end_date":"Jul 2015","start_date":"Jun 2015","subtitle":"Pakistan International Airlines","title":"Intern"}],"url":"https://www.linkedin.com/company/pakistan-international-airlines"},{"company":"Horizon Home Of English & Computer Network","company_id":null,"location":"Pakistan","positions":[{"description":"Taught English with pronunciation and grammar to 20 + children in Kids Summer Camp. Taught English with pronunciation and grammar to 20 + children in Kids Summer Camp.","duration":"Jun 2013 Jul 2013 2 months","duration_short":"2 months","end_date":"Jul 2013","start_date":"Jun 2013","subtitle":"Horizon Home Of English & Computer Network","title":"English Teacher"}],"url":""}]', '["Sadaf Salimi “Working with Tooba at US Bank was an excellent experience. She has extremely organized, can work independently, and is able to effectively multi-task to ensure all projects are completed in a timely manner. ”","Terry Bishop, CPA “Tooba is a very bright student that was very engaged in my QuickBooks class. She was very engaged and asked insightful questions which often led to great discussion among the students and added to a more positive experience for everyone involved in the course. By the end of the course Tooba displayed a very good working knowledge of QuickBooks and would be a great asset to a company’s accounting team.”"]']
User: ['Spiros Johnson', 'Custom Window Designer Designer/Decorator, Image Consultant, Fashion Stylist, Lifestyle coach Intensive retail management history as a District Manager and Regional Director.', 'Home, Garden, Office Designer/Decorator, Fashion Stylist at Self Employed', 'Self Employed', '[{"company":"Self Employed","company_id":null,"location":"Maryland and Washington DC Area","positions":[{"description":"","duration":"Oct 2013 - Present 8 years 10 months","duration_short":"8 years 10 months","end_date":"Present","start_date":"Oct 2013","subtitle":"Self Employed","title":"Home, Garden, Office Designer/Decorator Fashion Stylist"}],"url":""},{"company":"The Childrens Place","company_id":"the-children%27s-place","location":null,"positions":[{"description":"","duration":"Aug 2007 Oct 2013 6 years 3 months","duration_short":"6 years 3 months","end_date":"Oct 2013","start_date":"Aug 2007","subtitle":"The Childrens Place","title":"District Manager"},{"description":"","duration":"Dec 2007 Nov 2008 1 year","duration_short":"1 year","end_date":"Nov 2008","start_date":"Dec 2007","subtitle":"The Childrens Place","title":"District Manager/Acting Regional Director"}],"url":"https://www.linkedin.com/company/the-children%27s-place"},{"company":"Old Navy","company_id":"gap-inc.-old-navy","location":"","positions":[{"description":"","duration":"2001 2007 6 years","duration_short":"6 years","end_date":"2007","start_date":"2001","subtitle":"Old Navy","title":"District Manager"}],"url":"https://www.linkedin.com/company/gap-inc.-old-navy"},{"company":"Janeve Sport","company_id":null,"location":"","positions":[{"description":"","duration":"Jan 1995 May 1998 3 years 5 months","duration_short":"3 years 5 months","end_date":"May 1998","start_date":"Jan 1995","subtitle":"Janeve Sport","title":"National Sales Manager"}],"url":""},{"company":"Liz Claiborne","company_id":null,"location":"","positions":[{"description":"","duration":"1991 1995 4 years","duration_short":"4 years","end_date":"1995","start_date":"1991","subtitle":"Liz Claiborne","title":"Account Executive"}],"url":""}]', '["Jina Lee Dell “Spiros drives results, motivates and inspires, and knows the meaning of having integrity. He is a mentor to say the least. I just hope to have his fashion sense. That should say it all.”","Lauren Esveld “Spiros is a creative leader who enjoys being in stores with his team. Merchandising is definitely one of his strengths that he enjoyed sharing with his team. Spiros also has a passion for building relationships and is a great at developing that skill in others. Spiros has energy and it is contagious when he is in your presence. He was an integral part of my development from Store Manager to District Manager at Old Navy and continues to be a great friend and peer.”"]']### Assistant: The agent's job is to provide custom window design and decorating services, and the user is reaching out to the agent because they need assistance with designing and decorating their home office space.
|
### Human: Agent: ['Krishna Teja Brahmajosula', "Master’s in Data Science at University of Cincinnati . 3 years of Experience in Application Development at Accenture with a demonstrated history of working in IT and Business. Strong Engineering professional with a Bachelor's degree focused in Computer Science from Osmania University. My expertise lies in working with Java,Spring /Spring Boot,NodeJS,JavaScript ES6, Angular, HTML/HTML 5,CSS/CSS 3, MS Excel, writing SQL Queries, Python and Tableau. Along with technical dexterity,I possess excellent organizational and interpersonal skills with sound sense of work ethics, business protocols and cultural diversity. Currently, I'm seeking challenging Full-time opportunities in Web Development and Data Science which will sharpen my business acumen and technical skills to utilize and enhance my data analysis and problem solving ability.", 'Senior Software Engineer at Deloitte', 'Deloitte', '[{"company":"Deloitte","company_id":"deloitte","industry":"Business Consulting and Services","location":"New York City Metropolitan Area","positions":[{"description":"","duration":"Feb 2021 - Present 10 months","duration_short":"10 months","end_date":"Present","start_date":"Feb 2021","subtitle":"Deloitte","title":"Senior Software Engineer"}],"url":"https://www.linkedin.com/company/deloitte"},{"company":"CVS Health","company_id":"cvs-health","location":"United States","positions":[{"description":"","duration":"Dec 2020 Feb 2021 3 months","duration_short":"3 months","end_date":"Feb 2021","start_date":"Dec 2020","subtitle":"CVS Health","title":"Application Developement Advisor"}],"url":"https://www.linkedin.com/company/cvs-health"},{"company":"Virtusa","company_id":"virtusa","location":"New York, United States","positions":[{"description":"","duration":"Jun 2020 Dec 2020 7 months","duration_short":"7 months","end_date":"Dec 2020","start_date":"Jun 2020","subtitle":"Virtusa","title":"Software Engineer Intern"}],"url":"https://www.linkedin.com/company/virtusa"},{"company":"University of Cincinnati - College of Engineering and Applied Science","company_id":"university-of-cincinnati---college-of-engineering-and-applied-science","location":"Cincinnati Area, KY","positions":[{"description":"","duration":"Jan 2020 Apr 2020 4 months","duration_short":"4 months","end_date":"Apr 2020","start_date":"Jan 2020","subtitle":"University of Cincinnati - College of Engineering and Applied Science","title":"Graduate Assistant"}],"url":"https://www.linkedin.com/company/university-of-cincinnati---college-of-engineering-and-applied-science"},{"company":"Accenture","company_id":"accenture","location":null,"positions":[{"description":"","duration":"Jun 2018 Jul 2019 1 year 2 months","duration_short":"1 year 2 months","end_date":"Jul 2019","start_date":"Jun 2018","subtitle":"Accenture","title":"Application Development Analyst"},{"description":"","duration":"Aug 2016 May 2018 1 year 10 months","duration_short":"1 year 10 months","end_date":"May 2018","start_date":"Aug 2016","subtitle":"Accenture","title":"Application Development Associate"}],"url":"https://www.linkedin.com/company/accenture"},{"company":"Defense Research and Development Laboratory","company_id":"drdl","location":"Hyderabad Area, India","positions":[{"description":"","duration":"Jun 2015 Aug 2015 3 months","duration_short":"3 months","end_date":"Aug 2015","start_date":"Jun 2015","subtitle":"Defense Research and Development Laboratory","title":"Junior Web Developer Intern"}],"url":"https://www.linkedin.com/company/drdl"},{"company":"Defence Research and Development Laboratory (DRDL) - DRDO","company_id":"defence-research-and-development-laboratory-drdl-hyderabad","location":"Hyderabad Area, India","positions":[{"description":"","duration":"Jun 2014 Aug 2014 3 months","duration_short":"3 months","end_date":"Aug 2014","start_date":"Jun 2014","subtitle":"Defence Research and Development Laboratory (DRDL) - DRDO","title":"Associate Network Intern"}],"url":"https://www.linkedin.com/company/defence-research-and-development-laboratory-drdl-hyderabad"}]', '["jhansirao palika “I Had pleasure of working with Krishna Teja at Accenture solutions. He is driven and goal oriented person with an eye and vision for web development and brain for data analysis . He is a quick learner and would fit into any role easily. Having him be a huge asset to any company ”","Suresh Babu Kethepalli “Krishna Teja is highly motivated, energetic and convivial. He filled in the role of Application development associate in my team and displayed immense dedication. He possesses good technical skills and I would recommend him for any web development related role”"]']
User: ['Oral Seymour', 'SEO professional with 8+ years of Digital Marketing experience including social media, web analytics, web design and development, content marketing and product management.', 'Technical SEO Manager at Stella Rising', 'Stella Rising', '[{"company":"Stella Rising","company_id":"stellarisingagency","industry":"Marketing Services","location":"New York, New York, United States","positions":[{"description":"","duration":"Sep 2021 - Present 6 months","duration_short":"6 months","end_date":"Present","start_date":"Sep 2021","subtitle":"Stella Rising","title":"Technical SEO Manager"}],"url":"https://www.linkedin.com/company/stellarisingagency"},{"company":"Wunderman Thompson Performance Marketing","company_id":"wunderman-thompson-memphis","location":"Greater Memphis Area","positions":[{"description":"","duration":"Apr 2018 Sep 2021 3 years 6 months","duration_short":"3 years 6 months","end_date":"Sep 2021","start_date":"Apr 2018","subtitle":"Wunderman Thompson Performance Marketing","title":"Sr SEO Specialist"}],"url":"https://www.linkedin.com/company/wunderman-thompson-memphis"},{"company":"Nelnet","company_id":"nelnet","location":"Remote","positions":[{"description":"Define strategy for, develop, execute, and manage end to end SEO campaigns for consumer facing websites Petersons.com and EssayEdge.comOther responsibilities include communicating with upper management, internal departments, product management and development teams to ensure that new features are SEO friendly. Define strategy for, develop, execute, and manage end to end SEO campaigns for consumer facing websites Petersons.com and EssayEdge.comOther responsibilities include communicating with upper management, internal departments, product management and development teams to ensure that new features are SEO friendly.","duration":"Dec 2010 Mar 2018 7 years 4 months","duration_short":"7 years 4 months","end_date":"Mar 2018","start_date":"Dec 2010","subtitle":"Nelnet","title":"SEO Strategist"}],"url":"https://www.linkedin.com/company/nelnet"},{"company":"Peterson\'s","company_id":"peterson%27s","location":"Remote","positions":[{"description":"","duration":"Dec 2010 Mar 2018 7 years 4 months","duration_short":"7 years 4 months","end_date":"Mar 2018","start_date":"Dec 2010","subtitle":"Peterson\'s","title":"SEO Strategist"}],"url":"https://www.linkedin.com/company/peterson%27s"},{"company":"Sparkroom","company_id":"sparkroom","location":null,"positions":[{"description":"Design and execute complete SEO strategies for Higher Education clients and company owned lead generating web properties.Created SEO audits and performed sales presentations to prospective Higher Education clients.","duration":"Dec 2011 Jan 2015 3 years 2 months","duration_short":"3 years 2 months","end_date":"Jan 2015","start_date":"Dec 2011","subtitle":"Sparkroom","title":"SEO Strategist"},{"description":"","duration":"Dec 2010 Dec 2011 1 year 1 month","duration_short":"1 year 1 month","end_date":"Dec 2011","start_date":"Dec 2010","subtitle":"Sparkroom","title":"SEO Coordinator"}],"url":"https://www.linkedin.com/company/sparkroom"},{"company":"OS Industries","company_id":"os-industries","location":"Brooklyn, NY","positions":[{"description":"Provided SEO, Web Development, PPC Management, Affiliate Marketing, Email Marketing and Consulting Services to numerous Small to Medium size businesses in New York City.Clients includedEmax VenturesCornelia Day ResortSkillFashion Provided SEO, Web Development, PPC Management, Affiliate Marketing, Email Marketing and Consulting Services to numerous Small to Medium size businesses in New York City.Clients includedEmax VenturesCornelia Day ResortSkillFashion","duration":"Feb 2006 Dec 2010 4 years 11 months","duration_short":"4 years 11 months","end_date":"Dec 2010","start_date":"Feb 2006","subtitle":"OS Industries","title":"Consultant"}],"url":"https://www.linkedin.com/company/os-industries"},{"company":"Powersellernyc","company_id":null,"location":"Brooklyn, NY","positions":[{"description":"PowerSellerNYC was a small internet electronic dealer based in Brooklyn, NY. Grew organic traffic by 50% in a very competitive categoryLaunched and managed new sales and comparison shopping channels including eBay, Google Shopping and Bing Product Search.Oversaw sucessful re-launch of 3 company sites. PowerSellerNYC was a small internet electronic dealer based in Brooklyn, NY. Grew organic traffic by 50% in a very competitive categoryLaunched and managed new sales and comparison shopping channels including eBay, Google Shopping and Bing Product Search.Oversaw sucessful re-launch of 3 company sites.","duration":"2008 2009 1 year","duration_short":"1 year","end_date":"2009","start_date":"2008","subtitle":"Powersellernyc","title":"Internet Marketing Manager"}],"url":""}]', '["Kevin Fowler “Oral and I worked for different clients under Wunderman Memphis. As remote employees, we spent quite a bit of time together on the phone and during our trips to Memphis. Oral is one of the most knowledgeable SEOs (or fishtank enthusiasts) I\'ve met, and we had endless hours of discussions about the SEO industry. Oral brings a steady hand to SEO, and has a knack for explaining difficult concepts in a straightforward, no-nonsense manner, while ready to dive into the technical minutiae as deeply as the client is willing. In addition to this, he\'s genuinely friendly and very often hilarious, which helps endear him to team members and clients alike. Oral is a great SEO, and will make an excellent addition to any team. ”","Robyn Knight “I can’t think of another colleague that has been more willing to offer assistance, take on responsibilities that pop up out of nowhere, and take on more for less without complaint. Oral has a heart of gold and shows it through his professional and personal interactions with everyone he’s around. As his manager over the past few years, I’ve appreciated his dedication to the company and its mission and his loyalty to me and our team. He is genuine and sincere – such a rare gem in the crazy corporate world. ”"]']### Assistant: The agent's job is to cold call potential clients for a digital marketing agency. Today, the user is reaching out to the agent because they need assistance with improving their website's search engine optimization.
|
### Human: Agent: ['Akarsh Gupta', 'Team oriented Software Engineer with over 5 years of industry experience in building complex and scalable Data-Driven Applications. An enthusiastic, energetic, self-motivated team member with good communication and presentation skills always ready to utilize cutting-edge technologies.', 'Senior Software Engineer at Twilio Segment', 'Twilio', '[{"company":"Twilio","company_id":"twilio-inc-","industry":"Technology, Information and Internet","location":"New York City Metropolitan Area","positions":[{"description":"","duration":"Oct 2021 - Present 9 months","duration_short":"9 months","end_date":"Present","start_date":"Oct 2021","subtitle":"Twilio","title":"Senior Software Engineer"}],"url":"https://www.linkedin.com/company/twilio-inc-"},{"company":"Kargo","company_id":"kargo","location":null,"positions":[{"description":"","duration":"Aug 2021 Oct 2021 3 months","duration_short":"3 months","end_date":"Oct 2021","start_date":"Aug 2021","subtitle":"Kargo","title":"Senior Software Engineer"},{"description":"","duration":"Jan 2020 Oct 2021 1 year 10 months","duration_short":"1 year 10 months","end_date":"Oct 2021","start_date":"Jan 2020","subtitle":"Kargo","title":"Software Engineer II"},{"description":"","duration":"Feb 2018 Jan 2020 2 years","duration_short":"2 years","end_date":"Jan 2020","start_date":"Feb 2018","subtitle":"Kargo","title":"Software Engineer"}],"url":"https://www.linkedin.com/company/kargo"},{"company":"ALLEGRO ORGANIZATIONAL SOLUTIONS INC","company_id":"allegro-organizational-solutions-inc","location":"Charlotte, North Carolina Area","positions":[{"description":"● Implemented Donor portal, where a customer can manage one-time/recurring donations and generate receipts.● Integrated third party payment api (PaySimple). Design and Refactor code for existing applications.● Writing complex database queries to handle the data flow among applications in an efficient manner.Technologies: Java, PHP, JPA, Spring Boot, Security, AngularJS, MySQL, SQL. ● Implemented Donor portal, where a customer can manage one-time/recurring donations and generate receipts.● Integrated third party payment api (PaySimple). Design and Refactor code for existing applications.● Writing complex database queries to handle the data flow among applications in an efficient manner.Technologies: Java, PHP, JPA, Spring Boot, Security, AngularJS, MySQL, SQL.","duration":"May 2017 Dec 2017 8 months","duration_short":"8 months","end_date":"Dec 2017","start_date":"May 2017","subtitle":"ALLEGRO ORGANIZATIONAL SOLUTIONS INC","title":"Software Engineering Intern"}],"url":"https://www.linkedin.com/company/allegro-organizational-solutions-inc"},{"company":"RapidCircle","company_id":"rapid-circle","location":"Pune Area, India","positions":[{"description":"● Designed, developed, monitored and write algorithms for Ecommerce product following Agile Methodology.● Worked on Service oriented architecture, developing high performance REST services for mobile integration.● Developed Membership Management Solution, which also integrated with the E-commerce software product which is used to manage user roles, Authentication, Authorization and login module.● Part of fast-paced, passionate Engineering team who follows Best Practices. Building apps for web and big data.● Integrate Payment and Shipping API’s (Stripe, UPS, FedEx) to automate the payment and shipping flow.● Designed and Implemented Data Platform with a web interface for E-Commerce Admin on Hadoop Ecosystem to Query and visualize Sales and Inventory reports, increased efficiency by 60%.● Created Clickstream data ingestion for high volume of data using Kafka and moved data to Hadoop using flume.● Implemented production level personalized recommendation using Content-Based and Collaborative-Filtering using Apache Spark and Spark MLlib, Stored recommended products in Mongo DB, increased sales by 33%.● Worked on cluster size of 27 nodes/3 Racks of each 9 data nodes, processing over more than 100gb Technologies: Java, Scala, Spring MVC, Security, REST, JavaScript, Hadoop Ecosystem, AngularJS, JPA, MySQL","duration":"Dec 2014 Jul 2016 1 year 8 months","duration_short":"1 year 8 months","end_date":"Jul 2016","start_date":"Dec 2014","subtitle":"RapidCircle","title":"Software Engineer"}],"url":"https://www.linkedin.com/company/rapid-circle"},{"company":"Dell","company_id":"delltechnologies","location":"Bengaluru Area, India","positions":[{"description":"● Developed modern web app which centralizes the Leasing management for JLL, Spring, MVC, REST APIs, Java.● Test driven development, writing Junit Test cases, prepared technical design document for project specification.● Involved in release management, scrum notes, sprint reviews reports, project retrospectives, user stories in Agile.● ETL Design & Development and Testing of complex nature using Oozie, MapReduce, Hive Spark, Java, and Scala.● Won Dell champion award, top 4% employee of Dell over the Globe.Technologies: Java, Scala, Spring MVC, Security, REST, JavaScript, Hadoop Ecosystem, AngularJS, JPA, MySQL","duration":"Jan 2013 Nov 2014 1 year 11 months","duration_short":"1 year 11 months","end_date":"Nov 2014","start_date":"Jan 2013","subtitle":"Dell","title":"Associate Software Engineer"}],"url":"https://www.linkedin.com/company/delltechnologies"}]', '["Kaushik K “The SharePoint tech guru of his batch as a new joiner back in 2013, I\'m glad to see that Akarsh is still as passionate about technology and continues to keep himself up to date with the latest and greatest. Consistently a top performer at work, he clearly stood out amongst his peers owing to his enterprising nature, technical acumen and ability to deliver on challenging assignments. I\'m positive that the exposure he has gained by working with other organizations and subsequently his post-graduation program would\'ve enhanced his skills and personality for the better. Undoubtedly, an asset to any team that he chooses to be a part of.. Kudos!”","Javeed Khan “Akarsh worked with me and could very well acknowledge and recommend his capabilities. Akarsh seeks \\"excellence\\" in everything he does, follows best practices and processes without fail, gels well with others and an asset to any team. He had learnt SharePoint very quickly and can easily be surpass peers of higher experience. I am sure he will do good in his career.”"]']
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 connect with professionals in the technology and design industry. Today, the agent is reaching out to the user because they need to discuss a potential collaboration opportunity between their respective companies.
|
### Human: Agent: ['Jeffrey Collins', 'A Product /Project Development specialist with an enthusiasm for learning, a passion for the customer and a strong analytical thought process that enjoys the challenges of, and successes in, all stages of advancing projects from definition through commercialization. A person with a customer-centric mindset because the customer is the most important part of developing new and improving current product offerings. It is imperative they consider us to be an extension of their own company, i.e. without our service and products they are less profitable, less efficient, less cutting edge. Success will be measured by the ability to be perceived in this manner. An individual that is effective working independently but who considers his biggest achievement the significant relationships cultivated in every facet of the business from customers, Research & Development, manufacturing and marketing. Relationships are key to project development success because the best way to accomplish anything of great value is through teamwork and communication. Ask questions and give honest answers. Conveying concepts to customers and relaying their input to colleagues is important, rewarding and extremely beneficial for developing products that will challenge current processes and find a better way to do things. A goal oriented person interested in growing into a Project / Product Management role. Hard work, an eagerness to learn new and targeted application of current skills will enable him to meet this challenge.Specialties: Product / Project Development, Manufacturing Scale-up, Project Planning, Design of Experiment, Research, Supervisor, Building Valuable / Strong Relationships, Technical / Professional Communication, Troubleshooting & Problem Solving, Formulation Research, Thin Layer Coatings, Expert with Microsoft Office Suite of Programs', 'New Product / Project Development , Chemist', 'Envirotech Services, Inc.', '[{"company":"Envirotech Services, Inc.","company_id":"envirotech-services-inc.","industry":"Chemicals","location":"","positions":[{"description":"","duration":"2013 - Present 8 years","duration_short":"8 years","end_date":"Present","start_date":"2013","subtitle":"Envirotech Services, Inc.","title":"Quality / Lab Manager"}],"url":"https://www.linkedin.com/company/envirotech-services-inc."},{"company":"EnviroTech Services","company_id":null,"location":null,"positions":[{"description":"","duration":"2013 2015 2 years","duration_short":"2 years","end_date":"2015","start_date":"2013","subtitle":"EnviroTech Services","title":"Quality / Lab Manager"},{"description":"","duration":"2013 2015 2 years","duration_short":"2 years","end_date":"2015","start_date":"2013","subtitle":"EnviroTech Services","title":"Quality / Lab Manager"}],"url":""},{"company":"Eastman Kodak","company_id":"eastman-kodak","location":"","positions":[{"description":"Managed, developed and introduced new technologies by advancing projects from new materials and lab prototypes to commercialized products while exhibiting a clear understanding of customer needs, both external and internal, with the focus on providing manufacturing with appropriate test methods, process specifications and scalable products that meet Voice of Customer while minimizing time-to-market. One product represented 23% of manufactured volume in 2008 and was produced in 4 locations across 3 continents.","duration":"May 2000 Dec 2009 9 years 8 months","duration_short":"9 years 8 months","end_date":"Dec 2009","start_date":"May 2000","subtitle":"Eastman Kodak","title":"Research Scientist"}],"url":"https://www.linkedin.com/company/eastman-kodak"},{"company":"Eltron Research Incorporated","company_id":null,"location":"","positions":[{"description":"Designed and executed kinetic experiments to elucidate properties and evaluate effectiveness of heterogeneous catalytic systems by performing quantitative and qualitative sample analysis.• Created a 3.5 year budget proposal for assigned portion of project• Authored and submitted a Small Business Innovation Research Proposal to the USDA","duration":"Jun 1999 May 2000 1 year","duration_short":"1 year","end_date":"May 2000","start_date":"Jun 1999","subtitle":"Eltron Research Incorporated","title":"Research Associate"}],"url":""}]', '["“I worked with Jeff for over 8 years and have been impressed with his attention to experimental detail. He handles large volumes of data and present them in clear and easy to manage reports. He takes the time to really understand customer needs and brings that knowledge to every level of the product development process. He\'s a self-motivated scientist and I always looked forward to having Jeff on my project teams.”","“Jeff joined our growing R&D group shortly after completing his Masters and was very quick to learn the demands of this new industry, technologies, products and manufacturing. This ability to learn remains a key strength for Jeff as he has moved to new technologies and different challenges. Jeff\'s scientific methodology is very strong. He is thorough, detailed, an analytical thinker and a good problem solver. He is a self-starter, working with little direct supervision and his work product is complete and always focused on providing manufacturing with scalable products, appropriate process specifications and test methods, and a product that will meet VOC while minimizing time-to-market. Jeff\'s teamwork and communication skills have allowed him to take projects through from new materials design and lab prototypes working with the R&D team, to production line prototypes in Colorado and in our sites in Georgia and Germany. He has been directly involved in customer testing of the new products and optimizing customer standard operating procedures. One product that Jeff brought to market represented 23% of our volume in 2008 and was manufactured in 4 locations across 3 continents. For the last year and a half Jeff had been directly supervising a lab technician and his development in this area has progressed well and is an area that will continue to strengthen his contributions within any organization. Jeff has always been a pleasure to work with and has been an integral part of the R&D community here at Kodak.”"]']
User: ['Chelsea Terwilliger', 'Marketing technology professional focused on process development, work management, content development/optimization, and marketing.', 'Marketing Technology Specialist | Project Management Enthusiast', 'Faegre Drinker', '[{"company":"Faegre Drinker","company_id":"faegredrinker","industry":"Law Practice","location":null,"positions":[{"description":"","duration":"Jun 2021 - Present 10 months","duration_short":"10 months","end_date":"Present","start_date":"Jun 2021","subtitle":"Faegre Drinker","title":"Digital Marketing & Content Analyst"},{"description":"","duration":"Feb 2020 Jun 2021 1 year 5 months","duration_short":"1 year 5 months","end_date":"Jun 2021","start_date":"Feb 2020","subtitle":"Faegre Drinker","title":"Digital Support Specialist"}],"url":"https://www.linkedin.com/company/faegredrinker"},{"company":"Drinker Biddle & Reath LLP","company_id":"drinker-biddle-reath","location":"Greater Philadelphia Area","positions":[{"description":"","duration":"Oct 2015 Feb 2020 4 years 5 months","duration_short":"4 years 5 months","end_date":"Feb 2020","start_date":"Oct 2015","subtitle":"Drinker Biddle & Reath LLP","title":"Digital Support Specialist"}],"url":"https://www.linkedin.com/company/drinker-biddle-reath"},{"company":"TCB Marketing LLC","company_id":"tcb-marketing-llc","location":null,"positions":[{"description":"","duration":"Jun 2014 Mar 2015 10 months","duration_short":"10 months","end_date":"Mar 2015","start_date":"Jun 2014","subtitle":"TCB Marketing LLC","title":"Account Coordinator"},{"description":"","duration":"Mar 2013 May 2014 1 year 3 months","duration_short":"1 year 3 months","end_date":"May 2014","start_date":"Mar 2013","subtitle":"TCB Marketing LLC","title":"Marketing Associate"}],"url":"https://www.linkedin.com/company/tcb-marketing-llc"}]', '["Kevin Welde ☁️ “I had the pleasure to work with Chelsea for the past 3 years while supporting her team at Drinker, Biddle & Reath. Chelsea\'s can-do attitude is contagious and her ability to adopt and refine technology to deliver positive outcomes to the business is very evident. Chelsea is a rising star and I look forward to great things to come from her as I know she will be successful in any role and bring tremendous value to any Organization. ”","Danny Thankachan “Chelsea epitomizes enthusiasm and a love of technology (and the positive change it can bring to an organization) combined with a consulting and collaborative mindset that I found invaluable. She is motivated, conscientious, organized, disciplined, and client oriented. She has consistently gone above and beyond to assist me on the project we worked on together. She is always in demand, and for very good reason!”"]']### Assistant: The agent's job is to develop and commercialize new products, and today, the agent is reaching out to the user because they need assistance in optimizing their marketing processes and content development for a new product launch.
|
### Human: Agent: ['Maria Del Rosario Foye', 'Experienced Account Executive with a demonstrated history of working in the insurance industry. Skilled in Property & Casualty Insurance, Excess, Employment Practices Liability, Disability Insurance, and Event Management. Strong sales professional graduated from Citrus College.', 'Account Executive at RDS Insurance Brokers, Homeowners, Personal Auto, Commercial Auto, Commercial Line, Life and Health', 'RDS Insurance Brokers', '[{"company":"RDS Insurance Brokers","company_id":null,"location":"","positions":[{"description":"","duration":"2012 - Present 10 years","duration_short":"10 years","end_date":"Present","start_date":"2012","subtitle":"RDS Insurance Brokers","title":"Account Executive"}],"url":""},{"company":"NAWIC Orange County","company_id":"nawic-orange-county","location":"","positions":[{"description":"","duration":"1998 2012 14 years","duration_short":"14 years","end_date":"2012","start_date":"1998","subtitle":"NAWIC Orange County","title":"Member"}],"url":"https://www.linkedin.com/company/nawic-orange-county"},{"company":"RG Business","company_id":null,"location":"","positions":[{"description":"","duration":"1998 2004 6 years","duration_short":"6 years","end_date":"2004","start_date":"1998","subtitle":"RG Business","title":"Marketing Manager"}],"url":""},{"company":"Fireman\'s Fund Insurance Company","company_id":"firemans-fund-insurance-company","location":"","positions":[{"description":"","duration":"1966 1990 24 years","duration_short":"24 years","end_date":"1990","start_date":"1966","subtitle":"Fireman\'s Fund Insurance Company","title":"Accounting Assistant"}],"url":"https://www.linkedin.com/company/firemans-fund-insurance-company"}]', '["Teddi Penewell, CSP, CIT “When I call Maria for insurance help (she handles my company\'s workers comp, general liability, professional liability and health insurance), I feel safe. I know she gives me straight answers and provides the best coverage for my needs. I would recommend Maria to anyone at anytime. Thank you, Maria! You\'re the best!”","Morgan Shoemaker, NCIDQ, CID, LEED Green Assoc. “While Maria is a very harder worker the best part about her is her positive attitude. She is always glad to hear from her clients and is excited to speak to new people. She is a very caring person that tries to help her fellow colleagues and more importantly her clients whenever and however possible.”"]']
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 provide insurance coverage solutions, and today, the agent is reaching out to the user because they need to discuss and offer a comprehensive insurance package for the user's company, Honeydew Inc.
|
### Human: Agent: ['Ron Moan', "We provide tactical consulting services packages, for startups and SMB's, advising them of cost efficiency best sales practices & 3) Tier 20, 40, 60 day strategic marketing campaigns", 'Startup/SMB Trusted Advisor & Consultant', 'Startup Advisors Plus', '[{"company":"Startup Advisors Plus","company_id":null,"location":"Cape Cod & Florida offices","positions":[{"description":"","duration":"Sep 2007 - Present 14 years 4 months","duration_short":"14 years 4 months","end_date":"Present","start_date":"Sep 2007","subtitle":"Startup Advisors Plus","title":"CEO/Founder - FSS. Inc."}],"url":""},{"company":"Oracle Corporation","company_id":"oracle","location":"Greater Boston Area","positions":[{"description":"","duration":"Jul 2013 Jun 2016 3 years","duration_short":"3 years","end_date":"Jun 2016","start_date":"Jul 2013","subtitle":"Oracle Corporation","title":"Consulting Manager"}],"url":"https://www.linkedin.com/company/oracle"},{"company":"BEA Systems","company_id":"bea-systems","location":"Greater New York City Area","positions":[{"description":"","duration":"Jan 2004 Dec 2007 4 years","duration_short":"4 years","end_date":"Dec 2007","start_date":"Jan 2004","subtitle":"BEA Systems","title":"Strategic Account Manager"}],"url":"https://www.linkedin.com/company/bea-systems"},{"company":"Veritas Technologies LLC","company_id":"veritas-technologies-llc","location":"United States","positions":[{"description":"","duration":"1999 2004 5 years","duration_short":"5 years","end_date":"2004","start_date":"1999","subtitle":"Veritas Technologies LLC","title":"National Account Manager"}],"url":"https://www.linkedin.com/company/veritas-technologies-llc"},{"company":"EMC","company_id":"emc-nl","location":"Greater Boston","positions":[{"description":"","duration":"Feb 1998 Jan 1999 1 year","duration_short":"1 year","end_date":"Jan 1999","start_date":"Feb 1998","subtitle":"EMC","title":"Systems Engineer"}],"url":"https://www.linkedin.com/company/emc-nl"}]', '["Greg Jacobi “I\'ve had the pleasure to work with Ron on a few occasions and every time he took the time to understand our challenges and he worked diligently to put together solutions that worked. Because of that, I always know he our best interests in mind.”","Scott Cranton “I teamed with Ron as his SE on several enterprise engagments throughout New England while at BEA. Our largest and perhaps most notable customer delivery, to a large Insurance Company in mid 2007, was Ron\'s finest work, with: a first big BEA product deal at that enterprise; organizing and managing an entire team effort including senior executive calls; and driving the deal to close within less than two months from 1st contact to signed deal. I highly recommend Ron as a great Account Manager, and an all around good guy to work with.”","Tom Bennis “Ron is a creative consultant who listens to the customer and is able to fashion solutions designed to meet customer expectations.”","Scott Arsenault “I worked directly with Ron on several national accounts that included Raytheon, Pratt and Whitney, Sikorsky Aircraft and United Technology Fire & Security. We sold enterprise storage virtualization, high availability and backup solutions to C level contacts at these accounts. Ron has the skills and expertise to articulate real world ROI on technology solutions that resulted in multiple seven figure deals. I highly recommend Ron to any technology company that wants a game changing account executive that can make a made a big impact to the bottom line.”"]']
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 provide tactical consulting services packages for startups and SMB's, and today the agent is reaching out to the user because they need to discuss potential collaboration opportunities in event planning and high-profile client management.
|
### Human: Agent: ['Daniel Gregory', 'Experienced attorney, mediator & arbitrator with 38+ year record of assisting diverse clients; including, property owners, contractors, subcontractors, design professionals, HOAs, and business partners in complex real estate, eminent domain, business, and construction litigation. Skilled in Torts, Arbitration, Trial Practice, Construction Law, and Dispute Resolution. Expertise in construction contracting; extensive experience with AIA, AGC, EJCDC, and custom contract delivery methods. Partner in Naples, Florida law firm before founding the Durango and Telluride, Colorado law offices that have become Gregory, Golden & Landeryou. Founded Construction Mediation and Arbitration Services, LLC to provide ADR services tuned to the unique challenges of construction disputes; including tort/contract liability, independent & vicarious liability, delay, defects, and coverage issues.', 'Founder/Partner at Gregory, Golden & Landeryou, LLC. Founder/Principal: Construction Mediation and Arbitration Services, LLC', 'Construction Mediation and Arbitration Services, LLC', '[{"company":"Construction Mediation and Arbitration Services, LLC","company_id":null,"location":"Colorado & Florida","positions":[{"description":"","duration":"Mar 2017 - Present 5 years 1 month","duration_short":"5 years 1 month","end_date":"Present","start_date":"Mar 2017","subtitle":"Construction Mediation and Arbitration Services, LLC","title":"Founder/Principal"}],"url":""},{"company":"Gregory, Golden & Landeryou, LLC","company_id":null,"location":"Durango/Telluride Colorado","positions":[{"description":"Real estate, eminent domain and construction counseling and litigation. Mediation & Arbitration service emphasizing business, real estate & construction disputes. Real estate, eminent domain and construction counseling and litigation. Mediation & Arbitration service emphasizing business, real estate & construction disputes.","duration":"Mar 1994 - Present 28 years 1 month","duration_short":"28 years 1 month","end_date":"Present","start_date":"Mar 1994","subtitle":"Gregory, Golden & Landeryou, LLC","title":"Founder/Partner"}],"url":""},{"company":"Asbell, Haines, Doyle & Pickworth, PA","company_id":null,"location":"Naples, Florida","positions":[{"description":"Construction & Business Litigation Construction & Business Litigation","duration":"Jan 1983 Mar 1994 11 years 3 months","duration_short":"11 years 3 months","end_date":"Mar 1994","start_date":"Jan 1983","subtitle":"Asbell, Haines, Doyle & Pickworth, PA","title":"Attorney/Partner"}],"url":""}]', '["Scott Bridger “Finding ourselves in the unwanted position of having to go to arbitration to get paid, Daniel mitigated the hassle and stress by taking control of the entire process. He designed a plan and implemented it masterfully over the course of many months to ensure our ultimate success in getting awarded the payment we were owed. In particular, his thorough witness preparation made us feel confident and relaxed when it was our turn to take the stand. I can’t imagine going through this process without Daniels guidance. To refer to Daniel as a competent construction attorney would be a gross understatement. He did an extraordinary job for us, and we are most grateful to have him in our court. ”","Michael Osborne “Daniel is very knowledgable and brings the highest standards of professionalism and ethics to his clients. Daniel has the highest work ethic of any attorney that I have worked with; attention to details, thorough research along with his complete dedication and emergence on all his projects is a true benefit to the client. Daniel is a pleasure to work with and I highly recommend Daniel as an attorney.”"]']
User: ['Christine Hall', 'I’m an experienced and hands-on consultant with a strong track record in the new home construction industry. I welcome all invitations to connect and I can be reached at christinehall4216@gmail.com, please let me know if I can do anything for you. Key skills include: End-to-End Project/Program Management Technology Integration Building & Leading Diverse Teams Vendor Relationship Management Client Acquisition & Retention Workflow Planning & Prioritization Budget Planning & Analysis Event Planning & Coordination Program Development & Administration Progress Redesign & Simplification', 'Realtor with Florida Cracker Properties', 'Florida Cracker Properties', '[{"company":"Florida Cracker Properties","company_id":null,"location":null,"positions":[{"description":"New Construction SpecialistWaterfront PropertiesCash Offers & Investment PropertiesLand PurchasesCommercial Transactions","duration":"Aug 2021 - Present 4 months","duration_short":"4 months","end_date":"Present","start_date":"Aug 2021","subtitle":"Florida Cracker Properties","title":"Realtor Sales Associate"},{"description":"New Construction SpecialistWaterfront PropertiesCash Offers & Investment PropertiesLand PurchasesCommercial Transactions","duration":"Aug 2021 - Present 4 months","duration_short":"4 months","end_date":"Present","start_date":"Aug 2021","subtitle":"Florida Cracker Properties","title":"Realtor Sales Associate"}],"url":""},{"company":"Mark Spain Real Estate","company_id":"mark-spain-team","location":"Tampa, Florida, United States","positions":[{"description":"","duration":"May 2021 Aug 2021 4 months","duration_short":"4 months","end_date":"Aug 2021","start_date":"May 2021","subtitle":"Mark Spain Real Estate","title":"Real Estate Sales Consultant"}],"url":"https://www.linkedin.com/company/mark-spain-team"},{"company":"Interior Logic Group, Inc.","company_id":"interior-logic-group","location":"Bradenton, Florida, United States","positions":[{"description":"New Home Construction - Customer Care New Home Construction - Customer Care","duration":"Nov 2020 May 2021 7 months","duration_short":"7 months","end_date":"May 2021","start_date":"Nov 2020","subtitle":"Interior Logic Group, Inc.","title":"Customer Service Coordinator"}],"url":"https://www.linkedin.com/company/interior-logic-group"},{"company":"PulteGroup","company_id":"pultegroup","location":null,"positions":[{"description":"Part of a 9 person procurement team managing 1,000 homes a year for the third-largest builder of residential homes in the U.S. Estimate and manage project efforts for new residential neighborhood construction with a focus on surveying, grading, erosion control, engineering, interior trim/doors, stairs and parts, trim carpentry labor, cabinets, countertops, appliances, flooring, windows, exterior doors, garage doors, fireplaces,& sinks. ➤ Leads trainings for sales and construction.➤ Manages ongoing relationships with up to 50 different vendors simultaneously, occasionally going out into the field to confirm pricing structures; manages 500+ different contracts at any given time.➤ Directs the hiring of vendors, onboarding, price negotiations, budget management, and managing the build process.","duration":"Jan 2019 Aug 2020 1 year 8 months","duration_short":"1 year 8 months","end_date":"Aug 2020","start_date":"Jan 2019","subtitle":"PulteGroup","title":"Procurement Agent"},{"description":"Recruited to serve as a New Home Sales Consultant, working onsite within model homes in new residential neighborhoods. Acted as the face of the company by greeting walk-in prospects and leading tours of new homes; met with 10-20 new clients per week in a high-volume neighborhood. ➤ Worked closely with the potential buyers to manage the design and build process up until the final closing.➤ Recognized by leadership for consistently exceeding aggressive monthly quotas.","duration":"Jun 2017 Jan 2019 1 year 8 months","duration_short":"1 year 8 months","end_date":"Jan 2019","start_date":"Jun 2017","subtitle":"Pulte Group, Inc.","title":"New Home Sales Consultant"}],"url":"https://www.linkedin.com/company/pultegroup"},{"company":"Walton Communities","company_id":"walton-communities","location":"Marietta, GA","positions":[{"description":"Worked as a Leasing Consultant within low-income housing communities to help provide people with neighborhoods that matter. Facilitated auditing and fair housing compliance issues and assistant people find affordable housing that held housing vouchers; served as the first line of contact for prospects and residents. Worked as a Leasing Consultant within low-income housing communities to help provide people with neighborhoods that matter. Facilitated auditing and fair housing compliance issues and assistant people find affordable housing that held housing vouchers; served as the first line of contact for prospects and residents.","duration":"Nov 2016 Jun 2017 8 months","duration_short":"8 months","end_date":"Jun 2017","start_date":"Nov 2016","subtitle":"Walton Communities","title":"Leasing Consultant"}],"url":"https://www.linkedin.com/company/walton-communities"},{"company":"Smith-Gilbert Gardens","company_id":null,"location":"Kennesaw, GA","positions":[{"description":"Served as the 2nd in command at the City of Kennesaw Botanical Gardens; a valuable resource for conservation, education, and the enjoyment of horticulture, fine arts, and historic preservation. In charge of planning and managing all education and special events onsite in a fast-paced environment. Accountable for supervising all accounting and day-to-day operations.➤ Led a nine-person staff (direct and indirect reports) and a constant flow of weekly volunteers; oversaw hiring, training, and staff development. Held full budget and P/L responsibility. ➤ Coordinated the pre-planning and successful execution of at least six major events per year.➤ Instrumental in doubling wedding event revenue in the first year of employment.➤ Conceptualized, developed, and implemented an annual Easter Egg Hunt that has become one of the largest annual events of the year to date. ➤ Created programmatic goals and content for teacher training, exhibition support, and website creation.","duration":"Aug 2014 Sep 2016 2 years 2 months","duration_short":"2 years 2 months","end_date":"Sep 2016","start_date":"Aug 2014","subtitle":"Smith-Gilbert Gardens","title":"Education & Event Manager"}],"url":""},{"company":"Envision Experience","company_id":"envision-emi","location":null,"positions":[{"description":"Promoted to Program Coordinator and tasked with helping students to discover their fullest potential through experiential learning. In charge of up 20 direct reports including all staff hiring, training, and ongoing development. Oversaw and managed all overnight camping events that hosted top-performing students who were nominated by their schools with a focus on building leadership skills. ➤ Coordinated and led the National Young Leaders State Conference, a four-day leadership development program for high-achieving students; directed the National Youth Leadership Forum on national security. ➤ Accountable for maintaining program needs and adhering to all contractual obligations and deadlines (rooming, facilities, meals, transportation, excursions).➤ Tracked program expenditures and managed weekly staff payroll.","duration":"Jun 2013 Aug 2014 1 year 3 months","duration_short":"1 year 3 months","end_date":"Aug 2014","start_date":"Jun 2013","subtitle":"Envision Experience","title":"Program Coordinator"},{"description":"Hired as a Faculty Advisor and traveled around the country to facilitate and lead a variety of curriculum events geared towards 6th through 9th-grade students. Worked collaboratively with student scholars, parents, and vendors to ensure a successful event.","duration":"Jun 2013 Apr 2014 11 months","duration_short":"11 months","end_date":"Apr 2014","start_date":"Jun 2013","subtitle":"Envision Experience","title":"Faculty Advisor"}],"url":"https://www.linkedin.com/company/envision-emi"},{"company":"Florida State University","company_id":"florida-state-university","location":null,"positions":[{"description":"Promoted to Program Director to oversee and manage all day to day operations, budget, and curriculum planning for a high-quality and safe after school program for 200 students from kindergarten to 9th-grade. In charge of up to 25 staff and led all hiring, training, development, and performance management.➤ Spearheaded the restructuring of the internal accounting systems, the tutoring program, and all enrichment activities and curriculum; established a new recycling program. ➤ Led the planning and execution of an annual summer camp program that included scheduling buses, on/off-site activities, vendor relationships, and ensuring a fun and safe experience for 80 students.➤ Collaborated with the Assistant Principal to redefine all program policies and procedures. ➤ Drove an ongoing effort to recruit, hire, and train quality counselors.","duration":"Aug 2011 Jun 2013 1 year 11 months","duration_short":"1 year 11 months","end_date":"Jun 2013","start_date":"Aug 2011","subtitle":"Florida State University","title":"Extended Day Enrichment Program Director"},{"description":"Recruited to teach World Cultures to 8th and 9th-grade students as part of FSU’s charter school program and taught 11th and 12th-grade General Psychology. Maintained accurate records of student’s progress and development. Established and maintained effective relationships with students, parents, and staff. ➤vParticipated in FSU research projects and trained an FSU student teacher.","duration":"Aug 2010 Jul 2011 1 year","duration_short":"1 year","end_date":"Jul 2011","start_date":"Aug 2010","subtitle":"Florida State University","title":"World Cultures & Psychology Teacher"}],"url":"https://www.linkedin.com/company/florida-state-university"},{"company":"School District of Hillsborough County","company_id":"hillsboroughschools","location":"Tampa, FL","positions":[{"description":"Recruited to join the AVID team as the 8th-grade American History. The AVID team worked with the first-generation college-bound students to help prepare them for high school and college. Created daily lesson plans based on student’s needs, abilities, and attainment potential. ➤ Recognized by leadership with the Social Studies Teacher of the Year Award in 2009. Recruited to join the AVID team as the 8th-grade American History. The AVID team worked with the first-generation college-bound students to help prepare them for high school and college. Created daily lesson plans based on student’s needs, abilities, and attainment potential. ➤ Recognized by leadership with the Social Studies Teacher of the Year Award in 2009.","duration":"Aug 2008 Jul 2010 2 years","duration_short":"2 years","end_date":"Jul 2010","start_date":"Aug 2008","subtitle":"School District of Hillsborough County","title":"AVID 8th-Grade American History Teacher | Team Leader"}],"url":"https://www.linkedin.com/company/hillsboroughschools"},{"company":"Williams International Baccalaureate Magnet Middle School","company_id":null,"location":"Tampa, FL","positions":[{"description":"Hired to teach a variety of subjects to 7th through 12th-grade classes with a focus on educating students about the future by exploring past social and cultural events. Sponsored the Model UN Club, which teaches students how to navigate certain events and properly debate political issues. Hired to teach a variety of subjects to 7th through 12th-grade classes with a focus on educating students about the future by exploring past social and cultural events. Sponsored the Model UN Club, which teaches students how to navigate certain events and properly debate political issues.","duration":"Aug 2007 Jul 2008 1 year","duration_short":"1 year","end_date":"Jul 2008","start_date":"Aug 2007","subtitle":"Williams International Baccalaureate Magnet Middle School","title":"7th-Grade Geography & 8th-Grade American | European History Teacher"}],"url":""}]', '["Katie Cutler “Christine is a highly curious and engaged employee who will take on new challenges with a smile. She will go the extra mile to develop her knowledge base and leave things better than she found them. We especially appreciated her excellent teaching and training skills on our team. Any organization would be lucky to have Christine!”","Darrell Sheets “With more than 15 years of experience as VP of Sales with TEC, I have interfaced with 100\'s of Purchasing Managers. In these years I have yet to find someone as committed as Christine with the degree that she approaches her position. She latterly wanted to visit job sites to better understand how we could work together to deliver a better service at a cost effective level. Her follow up and communication allows us as a vendor to have all the details we need to be fairly considered as a Trade Partner. No matter how busy, Christine finds time to respond. I wish there were more folks in purchasing positions that could take some lessons from her. ”"]']### Assistant: The agent's job is to provide construction mediation and arbitration services. Today, the agent is reaching out to the user because they need assistance in resolving a complex real estate dispute related to a new home construction project.
|
### Human: Agent: ['Krystal Middleton', 'Krystal Middleton is very diverse when it comes to marketing. She had worked in the sports side of marketing as well as the agency side of marketing. Krystal started as an Account Executive, but is now the Head of Special Projects for AgecyBox and Monopolize. Her current duties include, but are not limited to: -Remaining in close communication with clients to comprehend their needs and specifications -Manages Facebook ads for clients and the company -Runs all projects/major events both companies may put on -Assisting in the fulfilment of services like social growth, press, Instagram verification, social media management, SEO etc. I decided to pursue a marketing degree because after staring my own business at 19 years old, I was able to market my business and get into 7 major hotels on the strip and many other stores locally as well as online. After doing this I knew I wanted to get into the little details of marketing. Want to chat about marketing? Feel free to email me kmiddle22@icloud.com or message me!', 'Head of Special Projects at AgencyBox & Monopolize', 'AgencyBox', '[{"company":"AgencyBox","company_id":"myagencybox","industry":"Marketing Services","location":null,"positions":[{"description":"","duration":"Oct 2021 - Present 5 months","duration_short":"5 months","end_date":"Present","start_date":"Oct 2021","subtitle":"AgencyBox","title":"Head of Special Projects"},{"description":"","duration":"Jun 2021 Oct 2021 5 months","duration_short":"5 months","end_date":"Oct 2021","start_date":"Jun 2021","subtitle":"AgencyBox","title":"Account Executive"}],"url":"https://www.linkedin.com/company/myagencybox"},{"company":"Monopolize Inc","company_id":null,"location":"Las Vegas, Nevada, United States","positions":[{"description":"","duration":"Sep 2021 - Present 6 months","duration_short":"6 months","end_date":"Present","start_date":"Sep 2021","subtitle":"Monopolize Inc","title":"Head of Special Projects"}],"url":""},{"company":"Sports Leggings","company_id":null,"location":"Las Vegas, Nevada","positions":[{"description":"Founder and Owner Founder and Owner","duration":"Jun 2018 - Present 3 years 9 months","duration_short":"3 years 9 months","end_date":"Present","start_date":"Jun 2018","subtitle":"Sports Leggings","title":"Chief Executive Officer"}],"url":""},{"company":"REQ","company_id":"req","location":"Las Vegas, Nevada, United States","positions":[{"description":"- Conducting discovery research for website and branding projects- Drafting content for social media, blogs, and the web- Supporting team leads in client meetings, brainstorms, etc.- Working across teams (SEO, Creative, Ads) to support a range of client deliverables- Conducting discovery research for website and branding projects - Conducting discovery research for website and branding projects- Drafting content for social media, blogs, and the web- Supporting team leads in client meetings, brainstorms, etc.- Working across teams (SEO, Creative, Ads) to support a range of client deliverables- Conducting discovery research for website and branding projects","duration":"Feb 2021 Jun 2021 5 months","duration_short":"5 months","end_date":"Jun 2021","start_date":"Feb 2021","subtitle":"REQ","title":"Intern"}],"url":"https://www.linkedin.com/company/req"},{"company":"University of Nevada-Las Vegas","company_id":"officialunlv","location":"UNLV","positions":[{"description":"","duration":"Oct 2019 Jun 2020 9 months","duration_short":"9 months","end_date":"Jun 2020","start_date":"Oct 2019","subtitle":"University of Nevada-Las Vegas","title":"Athletics Marketing Intern"}],"url":"https://www.linkedin.com/company/officialunlv"},{"company":"Life Time Inc.","company_id":"lifetimeinc","location":"Henderson, Nevada","positions":[{"description":"","duration":"Aug 2015 Aug 2018 3 years 1 month","duration_short":"3 years 1 month","end_date":"Aug 2018","start_date":"Aug 2015","subtitle":"Life Time Inc.","title":"Team member"}],"url":"https://www.linkedin.com/company/lifetimeinc"}]', '["Brett Detken “Great students are hardworking, humble, and hungry to learn, and Krystal was a great student. She asked great questions, never settled, and not only took my feedback but sought it out. Any organization would be lucky to have her!”","Leanne Fell “Krystal was a little ray of sunshine. Always on time, helping others out, and picking up shifts where she could. She had a witty personality and would always make her coworkers laugh. ”"]']
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 lead special projects in marketing. Today, the agent is reaching out to the user because they need to collaborate on a new marketing campaign for a healthcare company.
|
### Human: Agent: ['Gregory Rozell', '“As long as I have any choice in the matter, I shall live only in a country where civil liberty, tolerance, and equality of all citizens before the law prevail,”Albert Einstein….http://gregs-inside-out.com', 'Owner / Analyst', 'Self Employed / Analyst / Blogger', '[{"company":"Self Employed / Analyst / Blogger","company_id":null,"location":"Huntsville, Alabama Area","positions":[{"description":"Just Ask..... http://gregs-inside-out.com Just Ask..... http://gregs-inside-out.com","duration":"Jul 2013 - Present 8 years 5 months","duration_short":"8 years 5 months","end_date":"Present","start_date":"Jul 2013","subtitle":"Self Employed / Analyst / Blogger","title":"Owner"}],"url":""},{"company":"University of Missouri-Kansas City","company_id":"umkc","location":"","positions":[{"description":"University of Missouri-Kansas CityCollege of Arts and Sciences5100 Rockhill RoadKansas City, MO 64110 University of Missouri-Kansas CityCollege of Arts and Sciences5100 Rockhill RoadKansas City, MO 64110","duration":"Nov 2010 Jun 2013 2 years 8 months","duration_short":"2 years 8 months","end_date":"Jun 2013","start_date":"Nov 2010","subtitle":"University of Missouri-Kansas City","title":"Academic Advising"}],"url":"https://www.linkedin.com/company/umkc"},{"company":"Drury University","company_id":"drury-university","location":"","positions":[{"description":"","duration":"Feb 2006 Feb 2010 4 years 1 month","duration_short":"4 years 1 month","end_date":"Feb 2010","start_date":"Feb 2006","subtitle":"Drury University","title":"Academic Advising"}],"url":"https://www.linkedin.com/company/drury-university"}]', '["Myra Miller “Greg knows how to make you feel part of a team with his warm and welcoming personality! ”","Christopher Randall, P.E. “Greg was an great adviser that helped me get transition and engage in my career path during my undergraduate education at Drury University, preparing me for the biological engineering degree I earned at the University of Arkansas.. He took a deep interest in my goals and made sure the classes I took transferred towards my engineering degree at the U of A. Greg always had a positive attitude and was always very encouraging and was a key adviser in obtaining my goal of becoming an environmental engineer.”"]']
User: ['Colleen Brink', 'A relationship builder with the skill-set to deliver targeted messaging. Proficiencies: Brand management, marketing and communications strategy, leadership', 'Director of Marketing & Outreach at Habitat for Humanity of Bucks County', 'Habitat for Humanity of Bucks County', '[{"company":"Habitat for Humanity of Bucks County","company_id":"habitat-for-humanity-of-bucks-county","industry":"Non-profit Organizations","location":null,"positions":[{"description":"Responsible for reaching organizational strategic goals through marketing, outreach, and public relations. Maintain cohesive messaging and branding compliance. \\"I am most effective at building personal connections and relationships. People are the lifeblood of our mission-inside and out.\\"","duration":"Nov 2014 - Present 7 years 5 months","duration_short":"7 years 5 months","end_date":"Present","start_date":"Nov 2014","subtitle":"Habitat for Humanity of Bucks County","title":"Marketing & Outreach Director"},{"description":"Manage the implementation of marketing and public relations strategies. Maintain solid partnerships with faith-based groups, youth organizations, and corporations. Oversee the rebranding of Habitat Bucks—including a new website currently in development. Implemented and maintain cloud-based systems for volunteer management, fundraising, and track key performance metrics. Doubled volunteer participation for Habitat’s Women Build program.","duration":"Feb 2014 Nov 2014 10 months","duration_short":"10 months","end_date":"Nov 2014","start_date":"Feb 2014","subtitle":"Habitat for Humanity of Bucks County","title":"Manager of Community Relations"},{"description":"Manage the implementation of marketing and public relations strategies. Maintain solid partnerships with faith-based groups, youth organizations, and corporations. Oversee the rebranding of Habitat Bucks—including a new website currently in development. Implemented and maintain cloud-based systems for volunteer management, fundraising, and track key performance metrics. Doubled volunteer participation for Habitat’s Women Build program.","duration":"Apr 2013 Feb 2014 11 months","duration_short":"11 months","end_date":"Feb 2014","start_date":"Apr 2013","subtitle":"Habitat for Humanity of Bucks County","title":"Outreach Coordinator"}],"url":"https://www.linkedin.com/company/habitat-for-humanity-of-bucks-county"},{"company":"Bucks County Housing Group","company_id":"morrisville-first-bucks-county-housing-group","location":"Doylestown","positions":[{"description":"Coordinated volunteers and community outreach activities in support of the agency\'s mission and programs; Giving priority to homeless shelter programs for children and adults. Raised community awareness of opportunities to support children\'s academic development and adult career trajectory. Coordinated volunteers and community outreach activities in support of the agency\'s mission and programs; Giving priority to homeless shelter programs for children and adults. Raised community awareness of opportunities to support children\'s academic development and adult career trajectory.","duration":"Sep 2012 Apr 2013 8 months","duration_short":"8 months","end_date":"Apr 2013","start_date":"Sep 2012","subtitle":"Bucks County Housing Group","title":"Volunteer Coordinator"}],"url":"https://www.linkedin.com/company/morrisville-first-bucks-county-housing-group"},{"company":"Deserving Decor","company_id":"deserving-decor","location":"","positions":[{"description":"Coordinated volunteer schedules and community participation in restoring local homeless shelters. Coordinated volunteer schedules and community participation in restoring local homeless shelters.","duration":"Mar 2012 Feb 2013 1 year","duration_short":"1 year","end_date":"Feb 2013","start_date":"Mar 2012","subtitle":"Deserving Decor","title":"Project & Volunteer Coordinator"}],"url":"https://www.linkedin.com/company/deserving-decor"},{"company":"Central Bucks School District","company_id":"central-bucks-school-district","location":"","positions":[{"description":"Designed and curated education materials for multi-subject fourth and fifth-grade classrooms. Assisted individual educational needs by instructing small-group writing labs. Designed and curated education materials for multi-subject fourth and fifth-grade classrooms. Assisted individual educational needs by instructing small-group writing labs.","duration":"Oct 2006 Feb 2011 4 years 5 months","duration_short":"4 years 5 months","end_date":"Feb 2011","start_date":"Oct 2006","subtitle":"Central Bucks School District","title":"General Education Teacher"}],"url":"https://www.linkedin.com/company/central-bucks-school-district"},{"company":"Lawrence Township School District","company_id":"lawrence-township-school-district","location":"","positions":[{"description":"Second Grade TeacherSixth Grade Teacher Second Grade TeacherSixth Grade Teacher","duration":"Sep 2003 Jun 2006 2 years 10 months","duration_short":"2 years 10 months","end_date":"Jun 2006","start_date":"Sep 2003","subtitle":"Lawrence Township School District","title":"Regular Education Teacher"}],"url":"https://www.linkedin.com/company/lawrence-township-school-district"},{"company":"JJM Financial Strategies, Inc","company_id":"jjm-financial-strategies-inc","location":"","positions":[{"description":"Corporate event planning designed to inform and educate current clients; establish rapport with potential new investment clients. Corporate event planning designed to inform and educate current clients; establish rapport with potential new investment clients.","duration":"Jan 2000 Mar 2002 2 years 3 months","duration_short":"2 years 3 months","end_date":"Mar 2002","start_date":"Jan 2000","subtitle":"JJM Financial Strategies, Inc","title":"Event Planning & Customer Relations"}],"url":"https://www.linkedin.com/company/jjm-financial-strategies-inc"}]', '["Bill Carty “Driven. Outstanding communication. She is very focused on the mission at hand. Really enjoy her attitude and outlook. Colleen really has a good point of view towards the ultimate goals for Habitat for Humanity ReStore.”","Courtney Aaron “Colleen\'s passion for education while building students confidence is evident in everything she does. It is a joy to watch her interact with students and accomplish results! It is teacher\'s like Colleen that I wish I had more of when I was a student!”"]']### Assistant: The agent's job is to analyze data and provide insights. Today, the agent is reaching out to the user because they need to collaborate on a marketing and communications strategy for a joint project.
|
### Human: Agent: ['Janelle Suttner', 'Demonstrated history of brand and team building in the consumer goods industry with a Master of Business Administration (MBA) from Texas Christian University - M.J. Neeley School of Business', 'Partner, Decisions Won', 'Decisions Won', '[{"company":"Decisions Won","company_id":"decisionswon","location":"Albuquerque, New Mexico, United States","positions":[{"description":"","duration":"Jan 2022 - Present 5 months","duration_short":"5 months","end_date":"Present","start_date":"Jan 2022","subtitle":"Decisions Won","title":"Partner"}],"url":"https://www.linkedin.com/company/decisionswon"},{"company":"Kimberly-Clark","company_id":"kimberly-clark","location":null,"positions":[{"description":"","duration":"May 2020 Jan 2022 1 year 9 months","duration_short":"1 year 9 months","end_date":"Jan 2022","start_date":"May 2020","subtitle":"Kimberly-Clark","title":"Brand Manager - Viva"},{"description":"","duration":"May 2019 May 2020 1 year 1 month","duration_short":"1 year 1 month","end_date":"May 2020","start_date":"May 2019","subtitle":"Kimberly-Clark","title":"Brand Manager - Scott Paper Towels"},{"description":"","duration":"Jan 2016 May 2019 3 years 5 months","duration_short":"3 years 5 months","end_date":"May 2019","start_date":"Jan 2016","subtitle":"Kimberly-Clark","title":"Senior Associate Brand Manager - Kleenex"},{"description":"","duration":"Feb 2016 May 2016 4 months","duration_short":"4 months","end_date":"May 2016","start_date":"Feb 2016","subtitle":"Kimberly-Clark","title":"DACH Senior Associate Brand Manager - U by Camelia (Germany)"},{"description":"","duration":"Sep 2015 Jan 2016 5 months","duration_short":"5 months","end_date":"Jan 2016","start_date":"Sep 2015","subtitle":"Kimberly-Clark","title":"Senior Associate Brand Manager - U by Kotex"},{"description":"","duration":"Jul 2014 Sep 2015 1 year 3 months","duration_short":"1 year 3 months","end_date":"Sep 2015","start_date":"Jul 2014","subtitle":"Kimberly-Clark","title":"Associate Brand Manager - U by Kotex"}],"url":"https://www.linkedin.com/company/kimberly-clark"},{"company":"TCU Neeley MBA Program","company_id":"tcu-neeley-mba-program","location":"fort worth, texas","positions":[{"description":"Created an annual marketing plan for Frito-Lay Sunflower Seeds to increase market share, sales and awareness Created an annual marketing plan for Frito-Lay Sunflower Seeds to increase market share, sales and awareness","duration":"Jan 2014 May 2014 5 months","duration_short":"5 months","end_date":"May 2014","start_date":"Jan 2014","subtitle":"TCU Neeley MBA Program","title":"Consultant - Frito-Lay Marketing"}],"url":"https://www.linkedin.com/company/tcu-neeley-mba-program"},{"company":"Texas Christian University","company_id":"texas-christian-university","location":"Dallas/Fort Worth Area","positions":[{"description":"","duration":"Aug 2013 May 2014 10 months","duration_short":"10 months","end_date":"May 2014","start_date":"Aug 2013","subtitle":"Texas Christian University","title":"Social Media Marketing Manager"}],"url":"https://www.linkedin.com/company/texas-christian-university"},{"company":"Alcon Laboratories, Inc.","company_id":"alcon","location":"dallas/fort worth area","positions":[{"description":"","duration":"Oct 2013 Apr 2014 7 months","duration_short":"7 months","end_date":"Apr 2014","start_date":"Oct 2013","subtitle":"Alcon Laboratories, Inc.","title":"Global Procurement and Sourcing Intern"}],"url":"https://www.linkedin.com/company/alcon"},{"company":"Essilor of America","company_id":"essilor","location":"Dallas/Fort Worth Area","positions":[{"description":"","duration":"Jun 2013 Aug 2013 3 months","duration_short":"3 months","end_date":"Aug 2013","start_date":"Jun 2013","subtitle":"Essilor of America","title":"Brand Management Intern - Xperio UV"}],"url":"https://www.linkedin.com/company/essilor"},{"company":"Goodwill Industries of Central Texas","company_id":"goodwill-industries-of-central-texas","location":"","positions":[{"description":"","duration":"May 2008 May 2011 3 years 1 month","duration_short":"3 years 1 month","end_date":"May 2011","start_date":"May 2008","subtitle":"Goodwill Industries of Central Texas","title":"Online Marketing Associate"}],"url":"https://www.linkedin.com/company/goodwill-industries-of-central-texas"},{"company":"LatinWorks Marketing, Inc.","company_id":"latinworks-marketing-inc.","location":"","positions":[{"description":"","duration":"May 2009 Jul 2009 3 months","duration_short":"3 months","end_date":"Jul 2009","start_date":"May 2009","subtitle":"LatinWorks Marketing, Inc.","title":"Account Management Intern"}],"url":"https://www.linkedin.com/company/latinworks-marketing-inc."}]', '["Cody Switzer “Janelle is a skilled communicator, and I was happy to recommend her work for presentation at one of Goodwill\'s national learning events. She was adept at reaching her audience through the right technology and messaging.”","Amy Barendregt “I have enjoyed working with Janelle for the past three years at Goodwill. From event planning and copy writing to social media campaign management, her well-rounded experience gives her the versatility to achieve in a number of areas. Her marketing skills, paired with her ‘can do’ attitude, make her an asset to any team and a pleasure to work with.”"]']
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 establish business partnerships, and today, the agent is reaching out to the user because they need to discuss potential collaboration opportunities in the marketing field.
|
### Human: Agent: ['Richard Cook', 'Experienced Manager, successful in Project Management and Systems Administration. Specialties: Recruiting, Customer Satisfaction, Training, Sales, Career Counseling, Customer Service, Coaching, Staff Development, Microsoft Suites, Hiring, B2B, Employee Relations, Team Building, Cold Calling, Time Management, Marketing, and Logistics.', 'Merchandise Analyst at Coca-Cola Consolidated', 'Coca-Cola Consolidated', '[{"company":"Coca-Cola Consolidated","company_id":"cocacolaconsolidated","industry":"Food and Beverage Services","location":null,"positions":[{"description":"","duration":"Jan 2020 - Present 1 year 11 months","duration_short":"1 year 11 months","end_date":"Present","start_date":"Jan 2020","subtitle":"Coca-Cola Consolidated","title":"Merchandise Analyst"},{"description":"Inspect performance of bulk merchandisers by visiting accounts to ensure individual performance meets CCBCC standards.Maintain proper staffing levels to ensure optimal customer service through effective hiring, training, and coaching of full and part time bulk merchandisers.Review data to ensure all roles are effectively using specific systems and perform maintenance to the data as needed. Evaluate performance of merchandisers by evaluating reports.Work with route planning team on optimizing daily routes and provide feedback on daily route plans. Understand available staffing by day in regard to full and part time staff.Maintain an open dialogue and meet with District Sales Managers and Bulk Account Developers to review performance of merchandising team and identify opportunities.Manage the cost per case for bulk merchandising vs. budget.","duration":"Aug 2016 Jan 2020 3 years 6 months","duration_short":"3 years 6 months","end_date":"Jan 2020","start_date":"Aug 2016","subtitle":"Coca-Cola Consolidated","title":"Merchandising Supervisor"}],"url":"https://www.linkedin.com/company/cocacolaconsolidated"},{"company":"Waffle House, Inc.","company_id":"waffle-house","location":"","positions":[{"description":"-Managing daily operations and scheduling for 30+ employees within a 24/7 365 business-Ensure location is staffed at a 90% quality staffing guideline through onsite and offsite recruiting efforts-Evaluate operational efficiency through KPI\'s analysis-Decrease food cost to 29.9% through security control measures and daily, weekly and monthly audits-Decrease turnover by 25% through team building, coaching and continuous improvement practices -Managing daily operations and scheduling for 30+ employees within a 24/7 365 business-Ensure location is staffed at a 90% quality staffing guideline through onsite and offsite recruiting efforts-Evaluate operational efficiency through KPI\'s analysis-Decrease food cost to 29.9% through security control measures and daily, weekly and monthly audits-Decrease turnover by 25% through team building, coaching and continuous improvement practices","duration":"Jul 2015 Aug 2016 1 year 2 months","duration_short":"1 year 2 months","end_date":"Aug 2016","start_date":"Jul 2015","subtitle":"Waffle House, Inc.","title":"Operations Manager"}],"url":"https://www.linkedin.com/company/waffle-house"},{"company":"Sullivan University","company_id":"sullivan-university","location":"","positions":[{"description":"·Build effective relationships with employers to identify employment opportunities and to promote the future uses of the department’s services. ·Effectively conduct on and off-site Employer Presentations of services provided to them by department ·Solicits job leads/job orders for graduates by cold-calling, attending off-site networking events, phone calling, emailing and face-to-face site visits. ·Assist the Vice President of Career Services in implementing Career Services department objectives and achieving goals. ·Assist graduates in their career search by working with the Career Services Specialists and graduates on resume development, interview training, job search techniques, career-coaching, forwarding applications and accepting employment offers. ·Maintain a high placement percentage as measured by both SUS and accrediting body. ·Maintain accurate records and assists in preparing monthly, annual and other reports as requested by the Vice President of Career Services. ·Ensure up-to-date maintenance of Career Services database/reporting systems, documentation of all prospecting activity used to measure performance and to identify training needs, and documentation of student’s/graduate’s records in accordance with policies","duration":"Jul 2013 Jun 2015 2 years","duration_short":"2 years","end_date":"Jun 2015","start_date":"Jul 2013","subtitle":"Sullivan University","title":"Account Manager"}],"url":"https://www.linkedin.com/company/sullivan-university"},{"company":"Hertz","company_id":"hertz","location":"Louisville, Kentucky Area","positions":[{"description":"•Managed over $2.5 Million in company assets•Ensured positive customer experience, making Hertz #1 in car rental company experience•Achieved individual sales goals and customer service goals•Grew sales by utilizing business-to-business sales tactics•Created branch\'s business plan and saw it through •Upheld company standards by presenting the highest level of quality vehicles to our customers •Grew Revenue 212% from year 1 till year 3 •Managed over $2.5 Million in company assets•Ensured positive customer experience, making Hertz #1 in car rental company experience•Achieved individual sales goals and customer service goals•Grew sales by utilizing business-to-business sales tactics•Created branch\'s business plan and saw it through •Upheld company standards by presenting the highest level of quality vehicles to our customers •Grew Revenue 212% from year 1 till year 3","duration":"Dec 2007 Jun 2013 5 years 7 months","duration_short":"5 years 7 months","end_date":"Jun 2013","start_date":"Dec 2007","subtitle":"Hertz","title":"Branch Manager"}],"url":"https://www.linkedin.com/company/hertz"},{"company":"Afni","company_id":"afni","location":"Auburn, Alabama","positions":[{"description":"Build and maintain rapport with customersIdentify customer needs; review and update activity on accountsResolved customer issues in a prompt, professional and friendly mannerPromoted and sold products and services to meet goalsAttend training to update product knowledgeEmployee of the Semester 3 consecutive semesters Build and maintain rapport with customersIdentify customer needs; review and update activity on accountsResolved customer issues in a prompt, professional and friendly mannerPromoted and sold products and services to meet goalsAttend training to update product knowledgeEmployee of the Semester 3 consecutive semesters","duration":"Apr 2005 Sep 2007 2 years 6 months","duration_short":"2 years 6 months","end_date":"Sep 2007","start_date":"Apr 2005","subtitle":"Afni","title":"Customer Service Representative"}],"url":"https://www.linkedin.com/company/afni"},{"company":"Buffalo Connection","company_id":null,"location":"Auburn, Alabama","positions":[{"description":"The chief responsibility was providing support and assistance when it came to performing managerial duties while assisting in recruiting and training qualified personnel to provide the highest customer satisfaction. As assistant manager, I also directed and provided full support in coaching and empowering employees, provided a hands-on approach in conducting inventory stocking and recording as well as other related minor managerial responsibilities. The chief responsibility was providing support and assistance when it came to performing managerial duties while assisting in recruiting and training qualified personnel to provide the highest customer satisfaction. As assistant manager, I also directed and provided full support in coaching and empowering employees, provided a hands-on approach in conducting inventory stocking and recording as well as other related minor managerial responsibilities.","duration":"Sep 2000 Apr 2005 4 years 8 months","duration_short":"4 years 8 months","end_date":"Apr 2005","start_date":"Sep 2000","subtitle":"Buffalo Connection","title":"Assistant Manager"}],"url":""}]', '["Bobby Lacer “Richard was amazing to work with during my time at Transamerica. He was always available to us and did everything he could to help students at Sullivan find gainful employment upon graduation. He made the university a strong partner for our organization. Richard would be a great asset to any team!”","Julio Rodriguez “I have worked with Richard several times over the past two years during my search to fill open positions at ISA Fire & Security. Richard has been very professional in every interaction that we have had over the past few years. His follow up is fantastic and he is very detail oriented when it comes to finding the right candidates for me.”"]']
User: ['Bruce Felber, MAS', 'Developing brand management programs and campaigns from on-line company stores, direct marketing, trade show campaigns and special events. Consultant and coach in promotional marketing. Public Speaker on a variety of marketing topics. Specialties: Dimensional Direct Mail Campaigns, branding solutions, brand management (print, web, social media etc.)', 'Senior Account Executive at The Image Group', 'The Image Group', '[{"company":"The Image Group","company_id":"theimagegroup","industry":"Marketing and Advertising","location":"Cleveland, Ohio, United States","positions":[{"description":"Specializing in marketing and promotional programs to help your company to be seen and remembered. Specializing in marketing and promotional programs to help your company to be seen and remembered.","duration":"Mar 2010 - Present 11 years 7 months","duration_short":"11 years 7 months","end_date":"Present","start_date":"Mar 2010","subtitle":"The Image Group","title":"Senior Account Executive"}],"url":"https://www.linkedin.com/company/theimagegroup"},{"company":"PPAI","company_id":"ppai","location":"","positions":[{"description":"","duration":"2008 2013 5 years","duration_short":"5 years","end_date":"2013","start_date":"2008","subtitle":"PPAI","title":"Board of Directors, Vice-Chair of Membership"}],"url":"https://www.linkedin.com/company/ppai"},{"company":"Felber & Felber Marketing","company_id":"felber-pr-&-marketing","location":"","positions":[{"description":"Full service public relations and advertising consulting and execution. Available speaker on marketing, direct mail, company stores, creativity and art preparation/communication. Full service public relations and advertising consulting and execution. Available speaker on marketing, direct mail, company stores, creativity and art preparation/communication.","duration":"1993 May 2011 18 years","duration_short":"18 years","end_date":"May 2011","start_date":"1993","subtitle":"Felber & Felber Marketing","title":"Creative/AE"}],"url":"https://www.linkedin.com/company/felber-pr-&-marketing"},{"company":"Streetsboro Area Chamber of Commerce","company_id":null,"location":"","positions":[{"description":"Past President & board member at Streetsboro Area Chamber of Commerce Past President & board member at Streetsboro Area Chamber of Commerce","duration":"Jan 2004 Dec 2010 7 years","duration_short":"7 years","end_date":"Dec 2010","start_date":"Jan 2004","subtitle":"Streetsboro Area Chamber of Commerce","title":"Past President & board member"}],"url":""},{"company":"Ohio Promotional Products (Professionals) Association","company_id":null,"location":"","positions":[{"description":"I was the past president of the board on 1994 and again in 2001. I have chaired the annual trade show and education programs for over 6 years during. I was responsible for PR and marketing efforts during my years on the board. I was inducted into the OPPA Hall of Fame on 2008. I was the past president of the board on 1994 and again in 2001. I have chaired the annual trade show and education programs for over 6 years during. I was responsible for PR and marketing efforts during my years on the board. I was inducted into the OPPA Hall of Fame on 2008.","duration":"1994 2005 11 years","duration_short":"11 years","end_date":"2005","start_date":"1994","subtitle":"Ohio Promotional Products (Professionals) Association","title":"Two-time Past President. Multiple times chair of Trade Show & Education"}],"url":""},{"company":"Dadsons Inc.","company_id":null,"location":"","positions":[{"description":"Manufacturer of rextile sample marketing including swatch cards, sample books, marketing materials and direct mail. Industries served: Furniture, Apparel, Wallpaper, Carpet, Drapery and related fields. Manufacturer of rextile sample marketing including swatch cards, sample books, marketing materials and direct mail. Industries served: Furniture, Apparel, Wallpaper, Carpet, Drapery and related fields.","duration":"1971 1982 11 years","duration_short":"11 years","end_date":"1982","start_date":"1971","subtitle":"Dadsons Inc.","title":"President"}],"url":""}]', '["Peter Baka “Bruce is an excellent marketing resource. He\'s great at branding solutions as well as direct marketing campaigns and strategies. I work with Bruce as a customer, and as a vendor and he always follows up on requests I send his way. Bruce\'s network is strong in both Cleveland and Akron areas. Highly recommended experienced marketing professional. ”","Barry Roberts “In the 20+ years I\'ve known Bruce, I have witnessed incredible business growth and a total revamp of his company, to better serve their clients. I know for certain that he is an active, highly regarded member of his community and is a leader in local and national business circles. His insights into the needs of their clients is remarkable and Bruce is always the go to guy to get the job done right! He is a man to be respected, a businessman to feel confident in and a true, loyal friend.”"]']### Assistant: The agent's job is to develop brand management programs and campaigns, while the user is reaching out to the agent because they need assistance in creating a dimensional direct mail campaign for their company.
|
### Human: Agent: ['Lloyd Rogers', "Accomplished and seasoned financial professional with solid and progressive experience in directing all facets of cost and inventory management within multinational and Fortune 500 corporations.Specialties: Cost AccountingInventory AccountingInventory Systems Inventory Reserve Calculation & Analysis Internal ControlsSarbanes-OxleyProcess ImprovementsSales and Operations planningCOG's AnalysisFinancial ReportingBudget Management", 'Senior Cost Analyst at Carlton Forge Works', 'Carlton Forge Works', '[{"company":"Carlton Forge Works","company_id":"carlton-forge-works","industry":"Aviation and Aerospace Component Manufacturing","location":"United States","positions":[{"description":"","duration":"Aug 2017 - Present 4 years","duration_short":"4 years","end_date":"Present","start_date":"Aug 2017","subtitle":"Carlton Forge Works","title":"Senior Cost Analyst"}],"url":"https://www.linkedin.com/company/carlton-forge-works"},{"company":"RGP","company_id":"rgp","location":"","positions":[{"description":"","duration":"Oct 2015 Aug 2016 11 months","duration_short":"11 months","end_date":"Aug 2016","start_date":"Oct 2015","subtitle":"RGP","title":"Cnsultant"}],"url":"https://www.linkedin.com/company/rgp"},{"company":"Vaco Resources","company_id":null,"location":"","positions":[{"description":"","duration":"May 2015 Jul 2015 3 months","duration_short":"3 months","end_date":"Jul 2015","start_date":"May 2015","subtitle":"Vaco Resources","title":"Consultant"}],"url":""},{"company":"99 Cents Only Stores","company_id":"99-cents-only-stores","location":"Greater Los Angeles Area","positions":[{"description":"Responsible for the cost and inventory reporting for $2.Billion in revenue multi-state retail chain. Provided support to month-end, quarter end , and year-end general ledger close process. Responsible for the over site of physical inventories at 345 retail stores including scheduling, execution, reconciliation, and reporting.Finance member for implementation of new warehouse management system and SAP Inventory system.Managed scrap and E&O reporting and analysis processLed project to restructure CRV (California Redemption Value) process and accountability.Successfully oversaw project to significantly reduce E&O inventory in stores and distribution facilities.Assisted internal and external auditors with Sarbanes-Oxley compliance and Quarterly reviews.Facilitated Quarterly internal and external audit reviews.Reduced monthly inventory close by 3 days","duration":"Jun 2013 Aug 2014 1 year 3 months","duration_short":"1 year 3 months","end_date":"Aug 2014","start_date":"Jun 2013","subtitle":"99 Cents Only Stores","title":"Director - Inventory & Cost Accounting"}],"url":"https://www.linkedin.com/company/99-cents-only-stores"},{"company":"Accretive Solutions","company_id":"accretive-solutions","location":"Chatsworth, CA","positions":[{"description":"Responsible for all accounting activities of the facility,Oversaw and managed inventory and cost accounting, Accounts Payable, E&O, Inter-company A/R, Fixed Assets and general ledger.Responsible for month end close process including review and approval of staff journal entries, monthly payroll entrees, and balance sheet reconciliations.Prepared monthly financial package along with corresponding variance analysis for submission to Corporate Consolidation teamFacilitated Quarterly external audit reviews and assisted internal and external auditors on Sarbanes-Oxley compliance review audits.","duration":"Jul 2012 Jun 2013 1 year","duration_short":"1 year","end_date":"Jun 2013","start_date":"Jul 2012","subtitle":"Accretive Solutions","title":"Consultant - Business Unit Controller"}],"url":"https://www.linkedin.com/company/accretive-solutions"},{"company":"Plainfield Precision","company_id":"plainfield-precision","location":"","positions":[{"description":"Responsible for Monthly P&L reporting and analysis for US Plants.Provided Gross profit reporting by Plant, Customer, and Product monthly on a MTD,QTD, and YTD basis. Supported Plant Managers with reporting and analysis for their Quarterly Business Reviews.Participated and supported Plant Managers in their Annual Budget process.Managed the month end close process for Inventory and Cost acounting for the US Plants including Journal entries and reconcilations.Responsible for Quarterly Obsolescence reporting, analysis, and reserve calculationsProvided weekly KPI reporting for US Automotive division.Responsible for reviewing and updating system standards for Material ,Labor, Burden, and Outside services for each of the plants.Responsible for approval and Tracking Capital Expense Projects.","duration":"Jun 2011 Apr 2012 11 months","duration_short":"11 months","end_date":"Apr 2012","start_date":"Jun 2011","subtitle":"Plainfield Precision","title":"Director of FP&A"}],"url":"https://www.linkedin.com/company/plainfield-precision"},{"company":"Herbalife International of America","company_id":"herbalife","location":"","positions":[{"description":"Responsible for all aspects of Cost Accounting and Inventory management Including:. World Wide Global Month End Inventory close and reporting process (70 Countries)US Month end Cost of Sales analysisWW Obsolescence reportingVendor rebate calculations and trackingInter-company tranfer pricingPurchace Price analysis and reportingResponsible for World Wide Standard Cost updatesMonth end inventory reportingImporter Sales Invoicing and Receivables","duration":"Aug 2009 Apr 2010 9 months","duration_short":"9 months","end_date":"Apr 2010","start_date":"Aug 2009","subtitle":"Herbalife International of America","title":"Director of Cost and Inventory Accounting"}],"url":"https://www.linkedin.com/company/herbalife"},{"company":"Herbalife","company_id":"herbalife","location":null,"positions":[{"description":"Responsible for tracking and reporting on the Operations Cost Savings inititives.Responsible for the Operations Annual budgeting process and monthly analysis / reporting of actual to budget and updating flash and forecasts.Provided key Operational Metrics to Management.","duration":"2006 2009 3 years","duration_short":"3 years","end_date":"2009","start_date":"2006","subtitle":"Herbalife","title":"Director of Operations - Operational Analysis"},{"description":"Responsible for all aspects of WW Cost Accounting and Inventory management. World Wide Global Month End Inventory close and reporting process (70 Countries)US Month end Cost of Sales analysisWW Obsolescence reportingOracle Inventory and Cost accounting software ImplimentationVendor rebate calculations and trackingInter-company tranfer pricingPurchace Price analysis and reportingResponsible for World Wide standard Cost updatesMonth end inventory reportingImporter Sales Invoicing and Receivables","duration":"1998 2006 8 years","duration_short":"8 years","end_date":"2006","start_date":"1998","subtitle":"Herbalife","title":"Director WW Inventory & Cost Accounting"}],"url":"https://www.linkedin.com/company/herbalife"},{"company":"Buena Vista Home Entertainment (Walt Disney Co)","company_id":"disney-general-entertainment-content","location":null,"positions":[{"description":"Responsible for invoicing and payment application of $2 Billion in annual sales. Customers included Walmart, K Mart, Costco, Sams Club, and Video rental companies.","duration":"1997 1998 1 year","duration_short":"1 year","end_date":"1998","start_date":"1997","subtitle":"Buena Vista Home Entertainment (Walt Disney Co)","title":"Manager of Accounts receivable"},{"description":"Planning, auditing, and reconciliation of $130 million of finished goods and $20 million raw materials at three manufacturing and distribution facilities.Liason between Accounting and OPeration departmentMonth end close process and reporting of cost of goods sold.Annual budget process for Cost of Goods and Direct Distribution Charges.Tracking and reporting on the Vendor rebates programs.Obsolesce Reporting and programs to eliminate excess inventory.","duration":"1991 1997 6 years","duration_short":"6 years","end_date":"1997","start_date":"1991","subtitle":"Buena Vista Home Entertainment (Walt Disney Company)","title":"Supervisor of Inventory Accounting"}],"url":"https://www.linkedin.com/company/disney-general-entertainment-content"},{"company":"Norris Plumbing Fixtures","company_id":null,"location":"","positions":[{"description":"Responsible for all cost accounting functions for 2 manufacturing facilitesResponsible for Company Accounts Payable department Responsible for Payroll DepartmentMonth End reporting and analysisPlanning,auditing and reconciling monthly inventories of Raw material, WIP, and Finish Goods","duration":"1987 1991 4 years","duration_short":"4 years","end_date":"1991","start_date":"1987","subtitle":"Norris Plumbing Fixtures","title":"Accounting Manager / Cost Accounting Manager"}],"url":""}]', '["“Lloyd is adetailed oriented manager.”","“Lloyd served in the role of Plainfield Precision\'s Director of Financial Planning & Analysis. As the General Manager / VP of Operations of one of the company\'s divisions, I had the priviledge of working with Lloyd on a daily basis. In his corporate function, Lloyd provided direct support to our division by generating various financial reports, assisting with budget preparation and performing inventory analysis. I found him to be very responsive to our requests, well versed in our ERP system and had an excellent understanding of accounting practices. Lloyd has a great deal of accounting experience in a manufacturing environment, making him an excellent candidate to an employer looking to fill a similar position within their company.”"]']
User: ['Souleymane Hanne', 'Highly motivated and results-oriented with a background in Human Systems SustainmentEngineering specialized in ejection and fixed seats technical repairs, problem solving and technicaltroubleshooting. Seeking a position in the Aerospace and Aeronautical Engineering field.', 'Aerospace Engineer at Robins Air Force Base', 'United States Air Force', '[{"company":"United States Air Force","company_id":"united-states-air-force","industry":"Defense and Space Manufacturing","location":"Warner Robins, Georgia","positions":[{"description":"","duration":"Feb 2019 - Present 2 years 10 months","duration_short":"2 years 10 months","end_date":"Present","start_date":"Feb 2019","subtitle":"United States Air Force","title":"Aerospace Engineer"}],"url":"https://www.linkedin.com/company/united-states-air-force"},{"company":"Hanne Foundation Inc","company_id":"hannefoundationinc","location":"Illinois, United States","positions":[{"description":"Hanne Foundation is a 501(c)3 non-profit organization with the purpose of transforming the health of the population in rural Senegal, one community at a time. Hanne Foundation is a 501(c)3 non-profit organization with the purpose of transforming the health of the population in rural Senegal, one community at a time.","duration":"Jun 2020 - Present 1 year 6 months","duration_short":"1 year 6 months","end_date":"Present","start_date":"Jun 2020","subtitle":"Hanne Foundation Inc","title":"President"}],"url":"https://www.linkedin.com/company/hannefoundationinc"},{"company":"Home Depot Product & Quality Engineering Laboratory","company_id":null,"location":"Atlanta, GA","positions":[{"description":"• Perform tensile, bending tests on various materials using Instron Machines, Material analysis and dimensional analysis • Conduct torque, torsion, thermal imaging, fit & stability and environmental testing for full expected life cycle • Brainstorm, design and create test setups for the required testing procedures • Analyze, interpret assessment tests and prepare data sheets to inspect results • Determine root cause of failures, non-conformities and drive continuous improvement and best practices","duration":"Mar 2018 Jan 2019 11 months","duration_short":"11 months","end_date":"Jan 2019","start_date":"Mar 2018","subtitle":"Home Depot Product & Quality Engineering Laboratory","title":"Contract Test Engineer Technician"}],"url":""},{"company":"Department of Aerospace Engineering","company_id":null,"location":"Iowa State University","positions":[{"description":"• Manufactured sandwich panels using carbon prepreg and fiberglass on a press panel• Analyzed crack expansion with an aluminum sheet inserted in the sandwich panel for Non- Destructive Evaluation testing• Fabricated carbon pre-peg panels with mixtures of Aerogel and Epoxy for strength testing• Assisted a Graduate student on successfully completing a thesis on evaluation of aerogel as an additive for the creation of synthetic defects in carbon fiber reinforced plastics • Manufactured sandwich panels using carbon prepreg and fiberglass on a press panel• Analyzed crack expansion with an aluminum sheet inserted in the sandwich panel for Non- Destructive Evaluation testing• Fabricated carbon pre-peg panels with mixtures of Aerogel and Epoxy for strength testing• Assisted a Graduate student on successfully completing a thesis on evaluation of aerogel as an additive for the creation of synthetic defects in carbon fiber reinforced plastics","duration":"May 2017 Dec 2017 8 months","duration_short":"8 months","end_date":"Dec 2017","start_date":"May 2017","subtitle":"Department of Aerospace Engineering","title":"Aerospace Composites Research Co-Op"}],"url":""},{"company":"Iowa State University Engineering Community Outreach","company_id":null,"location":"1373 Howe Hall, Iowa State University","positions":[{"description":"• Designed, engaged, and led student Engineering activities• Managed and performed professional events with ISEK and PLTW• Coordinated FIRST LEGO LEAGUE and FIRST LEGO LEAGUE Junior programs • Designed, engaged, and led student Engineering activities• Managed and performed professional events with ISEK and PLTW• Coordinated FIRST LEGO LEAGUE and FIRST LEGO LEAGUE Junior programs","duration":"May 2015 Dec 2017 2 years 8 months","duration_short":"2 years 8 months","end_date":"Dec 2017","start_date":"May 2015","subtitle":"Iowa State University Engineering Community Outreach","title":"Student Engineering Assistant Coordinator"}],"url":""}]', '["Chukwudike C-Madu “Souley is one someone I met in college that displays a high level of persistence and ambition. He does not see an obstacle as an \\"means to an end\\" but rather a new way way to innovate a new solution. Souley possesses a calm aura and curiosity that would be helpful to any team. I definitely recommend Souley as an engineer or any other professional endeavor! ”","Abdullah Hamdan Alghamdi “Souleymane is one of the professionals I knew personally to have a unique and outstanding personality to work and perfectly manage his duties well. He is one of the stars I knew who have grown tremendously. His dedication to the aerospace field and professionalism is astonishing and inspiring. He has remarkably earned the respect of everyone he had worked with in a record time. He has the right mix of dedication and attitude with an artistic vision that turns any environment he works at, or lead, into a successful, result oriented and effective organization. Working with Souleymane has been and will always be a pleasure and I wish him all the best in his career. ”"]']### Assistant: The agent's job is to manage cost and inventory within multinational corporations, and today, the agent is reaching out to the user to discuss potential collaboration on an aerospace engineering project requiring cost analysis and inventory management expertise.
|
### Human: Agent: ['Josh Markham', 'Highly experienced project management and engineering professional specializing in new product development and process development/improvement in the medical device and chemical dispensing markets.', 'Manager, Design Assurance Engineering at AtriCure', 'AtriCure, Inc.', '[{"company":"AtriCure, Inc.","company_id":"atricure","industry":"Medical Equipment Manufacturing","location":"Cincinnati Metropolitan Area","positions":[{"description":"","duration":"Aug 2021 - Present 1 year","duration_short":"1 year","end_date":"Present","start_date":"Aug 2021","subtitle":"AtriCure, Inc.","title":"Manager, Design Assurance Engineering"}],"url":"https://www.linkedin.com/company/atricure"},{"company":"Hydro Systems","company_id":"hydrosystemsco","location":null,"positions":[{"description":"Lead a team of project managers to deliver high quality projects for the Hydro Systems brand that meet business needs, with a focus on new product development, process development, and process improvement.","duration":"Jan 2018 Aug 2021 3 years 8 months","duration_short":"3 years 8 months","end_date":"Aug 2021","start_date":"Jan 2018","subtitle":"Hydro Systems","title":"Program Manager"},{"description":"","duration":"May 2016 Jan 2018 1 year 9 months","duration_short":"1 year 9 months","end_date":"Jan 2018","start_date":"May 2016","subtitle":"Hydro Systems","title":"Project Manager"},{"description":"Provide project management and innovative product design expertise for development of industry leading chemical dispensing and proportioning systems to be used in industries supporting the goal of making the world cleaner, safer, and healthier.","duration":"Aug 2014 May 2016 1 year 10 months","duration_short":"1 year 10 months","end_date":"May 2016","start_date":"Aug 2014","subtitle":"Hydro Systems Company","title":"Project Engineer"}],"url":"https://www.linkedin.com/company/hydrosystemsco"},{"company":"Interplex Medical","company_id":null,"location":"Cincinnati Area","positions":[{"description":"Provide program management and innovative design services for a wide customer base within the medical device industry. Provide program management and innovative design services for a wide customer base within the medical device industry.","duration":"Feb 2012 Aug 2014 2 years 7 months","duration_short":"2 years 7 months","end_date":"Aug 2014","start_date":"Feb 2012","subtitle":"Interplex Medical","title":"Design Engineer"}],"url":""},{"company":"Jackson WWS, Inc.","company_id":"jackson-wws-inc-","location":"Erlanger, KY","positions":[{"description":"Manage new product development, product improvement, and cost reduction projects involving commercial warewashers.Perform engineering design and analysis of warewashing systems.Prototype and test designs as part of NPD process. Manage new product development, product improvement, and cost reduction projects involving commercial warewashers.Perform engineering design and analysis of warewashing systems.Prototype and test designs as part of NPD process.","duration":"Apr 2011 Feb 2012 11 months","duration_short":"11 months","end_date":"Feb 2012","start_date":"Apr 2011","subtitle":"Jackson WWS, Inc.","title":"Staff Engineer"}],"url":"https://www.linkedin.com/company/jackson-wws-inc-"},{"company":"Ferno Washington","company_id":"ferno-washington","location":"","positions":[{"description":"Design mechanical components for use on ambulance cots using various process (injection molding, compression molding, casting, CNC) and materials (composites, plastics, aluminum, steel).Ensure regulatory compliance through design process.Prototype and test components and systems throughout design process. Design mechanical components for use on ambulance cots using various process (injection molding, compression molding, casting, CNC) and materials (composites, plastics, aluminum, steel).Ensure regulatory compliance through design process.Prototype and test components and systems throughout design process.","duration":"Jan 2010 Apr 2011 1 year 4 months","duration_short":"1 year 4 months","end_date":"Apr 2011","start_date":"Jan 2010","subtitle":"Ferno Washington","title":"Design Engineer"}],"url":"https://www.linkedin.com/company/ferno-washington"},{"company":"Cincinnati Sub-Zero","company_id":"cincinnati-sub-zero","location":"Cincinnati Area","positions":[{"description":"Provide project management and mechanical design skills to develop state-of-the-art patient heating and cooling devices, provide knowledge of global safety standards for product development team, and support existing product lines through development activities and process improvements. Provide project management and mechanical design skills to develop state-of-the-art patient heating and cooling devices, provide knowledge of global safety standards for product development team, and support existing product lines through development activities and process improvements.","duration":"Jun 2007 Jan 2010 2 years 8 months","duration_short":"2 years 8 months","end_date":"Jan 2010","start_date":"Jun 2007","subtitle":"Cincinnati Sub-Zero","title":"Medical Engineer"}],"url":"https://www.linkedin.com/company/cincinnati-sub-zero"},{"company":"BioAnalytical Systems, Inc","company_id":null,"location":"Lafayette, Indiana Area","positions":[{"description":"Provide project management and mechanical design skills for development of minimally invasive pharmaceutical testing equipment and support existing product lines through development activities. Provide project management and mechanical design skills for development of minimally invasive pharmaceutical testing equipment and support existing product lines through development activities.","duration":"Jun 2006 Jun 2007 1 year 1 month","duration_short":"1 year 1 month","end_date":"Jun 2007","start_date":"Jun 2006","subtitle":"BioAnalytical Systems, Inc","title":"Biomedical Engineer"}],"url":""}]', '["Natasha Nikolaidis “I worked with Josh on the development of a novel behavior monitoring system, where he was a major asset to the team from the design and development phases all the way through the final product release. He’s energetic, flexible, and willing to work on any part of a project to make sure that it gets done right. It was a pleasure to work with him on this project.”","James Hampsch “Josh is clearly one of those individuals who excel in this profession. His strong work ethic and attention to detail complement his quick intelligence. Josh learns quickly and is able to implement new knowledge immediately. He works well with others but also has the initiative and maturity to work independently. He is a great asset to any organization.”"]']
User: ['Lisa Hook Mullany', 'I am a Medical and Healthcare Sales Professional in the Anesthesia, Respiratory, Neonatal, Surgery, Laboratory, and Radiology marketplace, with strong growth in EMS lines. My key sales attributes include: - Building close relationships and loyalty in Fire Department, EMS, and Hospital accounts- Business to business sales- Managing an Arizona, Nevada, New Mexico and West Texas geography - Clinical in-services and training- IDN/GPO pricing negotiations and strategy', 'Independent Medical Device Representative', 'RightCare Medical Reps', '[{"company":"RightCare Medical Reps","company_id":null,"location":"Southwest Region","positions":[{"description":"","duration":"2017 - Present 4 years","duration_short":"4 years","end_date":"Present","start_date":"2017","subtitle":"RightCare Medical Reps","title":"Principal"}],"url":""},{"company":"Intersurgical","company_id":"intersurgical","location":"","positions":[{"description":"","duration":"2015 2017 2 years","duration_short":"2 years","end_date":"2017","start_date":"2015","subtitle":"Intersurgical","title":"Account Executive"}],"url":"https://www.linkedin.com/company/intersurgical"},{"company":"Medireps Inc","company_id":null,"location":"United States","positions":[{"description":"","duration":"2013 2015 2 years","duration_short":"2 years","end_date":"2015","start_date":"2013","subtitle":"Medireps Inc","title":"Sales Representative"}],"url":""},{"company":"Toshiba Business Solutions","company_id":"toshibabusiness","location":"","positions":[{"description":"","duration":"2011 2013 2 years","duration_short":"2 years","end_date":"2013","start_date":"2011","subtitle":"Toshiba Business Solutions","title":"Named Account Executive"}],"url":"https://www.linkedin.com/company/toshibabusiness"},{"company":"Sharp Business Systems","company_id":"sharp-business-systems","location":"","positions":[{"description":"","duration":"2010 2011 1 year","duration_short":"1 year","end_date":"2011","start_date":"2010","subtitle":"Sharp Business Systems","title":"Major Account Executive"}],"url":"https://www.linkedin.com/company/sharp-business-systems"}]', '["“Lisa is a personable, creative and bright colleague that I\'ve had the pleasure of working with her on her business venture as well as gaining her sales and marketing expertise into my business ventures.”","“She was great to work with.”"]']### Assistant: The agent's job is to manage design assurance engineering at a medical device company, and today the user is reaching out to the agent because they need assistance with IDN/GPO pricing negotiations and strategy in the healthcare sales industry.
|
### Human: Agent: ['Patrick McGuinness', 'Specialties: CompTIA A+ Certified IT Professional', 'Solutions Engineer at FIT Technologies', 'FIT Technologies', '[{"company":"FIT Technologies","company_id":"fit-technologies","industry":"IT Services and IT Consulting","location":null,"positions":[{"description":"","duration":"Apr 2021 - Present 11 months","duration_short":"11 months","end_date":"Present","start_date":"Apr 2021","subtitle":"FIT Technologies","title":"Solutions Engineer"},{"description":"","duration":"Jun 2015 Apr 2021 5 years 11 months","duration_short":"5 years 11 months","end_date":"Apr 2021","start_date":"Jun 2015","subtitle":"FIT Technologies","title":"Network & Systems Engineer"}],"url":"https://www.linkedin.com/company/fit-technologies"},{"company":"AtNetPlus","company_id":"atnetplus","location":"","positions":[{"description":"","duration":"Feb 2013 Jun 2015 2 years 5 months","duration_short":"2 years 5 months","end_date":"Jun 2015","start_date":"Feb 2013","subtitle":"AtNetPlus","title":"IT Specialist"}],"url":"https://www.linkedin.com/company/atnetplus"},{"company":"Platinum Technologies","company_id":"platinum-technologies_3","location":null,"positions":[{"description":"","duration":"Mar 2011 Feb 2013 2 years","duration_short":"2 years","end_date":"Feb 2013","start_date":"Mar 2011","subtitle":"Platinum Technologies","title":"IT Engineer I"},{"description":"","duration":"Jun 2009 Apr 2011 1 year 11 months","duration_short":"1 year 11 months","end_date":"Apr 2011","start_date":"Jun 2009","subtitle":"Platinum Technologies","title":"Client Technologies Technician"}],"url":"https://www.linkedin.com/company/platinum-technologies_3"},{"company":"SchoolOne","company_id":"schoolone","location":"","positions":[{"description":"","duration":"Aug 2007 Jun 2009 1 year 11 months","duration_short":"1 year 11 months","end_date":"Jun 2009","start_date":"Aug 2007","subtitle":"SchoolOne","title":"Field Support Technician"}],"url":"https://www.linkedin.com/company/schoolone"},{"company":"Best Buy","company_id":"best-buy","location":"","positions":[{"description":"","duration":"Jan 2006 Aug 2007 1 year 8 months","duration_short":"1 year 8 months","end_date":"Aug 2007","start_date":"Jan 2006","subtitle":"Best Buy","title":"PCHO Senior Team Member"}],"url":"https://www.linkedin.com/company/best-buy"},{"company":"Geek Squad","company_id":"geek-squad","location":"","positions":[{"description":"","duration":"Jun 2004 Jan 2006 1 year 8 months","duration_short":"1 year 8 months","end_date":"Jan 2006","start_date":"Jun 2004","subtitle":"Geek Squad","title":"Agent (Technician)"}],"url":"https://www.linkedin.com/company/geek-squad"}]', '["Lynda Slusser “Patrick is very knowledgeable, resourceful and dedicated. He is detail oriented and always willing to above and beyond what is necessary to get the desired resolution. Patrick would make a great asset to any employer.”","Brandi Neman “Patrick is hard working and creative when finding alternate and more often better solutions to issues. He is diligent and professional and pays attention to details. I really enjoyed working with Patrick. Any employer would be lucky to have him on their team”"]']
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 IT solutions and support, and today, the agent is reaching out to the user because they need to offer technical assistance and guidance for optimizing the user's production line operations.
|
### Human: Agent: ['Kajal Shah', "Software Quality Assurance (QA) Engineer with experience in testing for various web-based, object-oriented, client-server and multi-tier applications. I believe in expanding my present knowledge base. I'm also an active team player with positive and forward-looking attitude. I have strong analytical, interpersonal and communication skills. Actively involved in mentoring new team members on one-to-one basis as well as providing knowledge transfer for various dynamic and integrated projects.", 'Solutions Engineer at Comcast', 'Comcast', '[{"company":"Comcast","company_id":"comcast","industry":"Telecommunications","location":null,"positions":[{"description":"Responsible for ensuring the successful implementation of software, hardware and services within the Rogers environment in support of IPTV service. Providing hands-on technical consultation, systems validation, and customer support. Acting as a liaison between Rogers QA, Comcast QA and Comcast engineering organizations to best articulate potential defects, reproduction steps and possible mitigations. Working independently while on-site with Rogers prioritizing the most important work and leveraging relationships within Comcast to help facilitate the timely resolution of defects. On-site Subject Matter Expert on deployed IPTV solution with emphasis on system validation.","duration":"Jun 2019 - Present 2 years 3 months","duration_short":"2 years 3 months","end_date":"Present","start_date":"Jun 2019","subtitle":"Comcast","title":"Solutions Engineer"},{"description":"","duration":"Mar 2018 Jun 2019 1 year 4 months","duration_short":"1 year 4 months","end_date":"Jun 2019","start_date":"Mar 2018","subtitle":"Comcast","title":"Engineer 3, Software Dev & Engineering"},{"description":"Comcast’s X1 platform constantly undergoes upgrades to provide the customers the best that is available in the market when it comes to Cable TV. This project involves development and testing of various X1-platform features like cloud DVR, which enables users to playback their favorite DVR content un-interrupted. Major focus is on IP deliverables to expand Comcast’s footprint when it comes to providing web video experience on par with other market competitors.Responsibilities:Taking ownership, which involves creating CHANGE requests for enabling/disabling exciting new features for X1 platform customers, getting them peer reviewed & approved. Also providing daily reports/statistics that cover the customer experience impact.Leading QA for cloud DVR playback when it comes to primary screens, which includes various models of set-tops.Providing suggestions to the product as well as development teams to handle use cases more gracefully and to make the product more user friendly.Providing link between XRE and Metrics to make sure that XBI teams are pulling in right data from Tableau. This includes triaging existing logging/metrics and ensuring that appropriate data is getting populated in the back-end database tables.Coordinating with several other teams to determine any dependencies towards feature completion, priorities and deliverables and communicating the results out to seniors.Authoring and maintaining feature knowledge pages on Atlassian Confluence where other team members can access information regarding the features that I have worked on and providing helpful splunk queries.Admin for CHIMPS (Comcast’s home grown tool for inventory management) providing user access as well as creating/extending reservations for various set-top groups that are available in the inventory for offshore members\' use.Supporting other QA’s towards testing XRE “in the wild”, GRAM, University activation that is expected to expand the Comcast product footprint.","duration":"Jul 2015 Jun 2019 4 years","duration_short":"4 years","end_date":"Jun 2019","start_date":"Jul 2015","subtitle":"Comcast","title":"Software QA Engineer 2"},{"description":"Involved in setting up a remote rack with STBs meant for the use by offshore team and maintained it on CHIMPS (Comcast’s home grown tool for inventory management). Also involved in upgrading firmware versions of the STBs and also responsible for troubleshooting any issues with the STBs.Created test plan and executed test cases to ensure that a user experience is not hampered if mDVR and cDVR rate codes co-exist within the same billing account.Involved in cloud DVR testing on primary set-top DVR boxes. Keeping up to date with changing product requirements. Also involved in providing feedback to the product team based on the testing results from a customer\'s point of viewMonitoring splunk logs as a part of testing effort to ensure that XRE gracefully handles null checks and also to track exactly which data service calls/HTTP requests/responses failed that affected customer experience in a poor way.Used Zephyr for creating test cycles, test phases, test cases and their execution, linking user stories to corresponding EPICS and product requirements per XRE release, linking appropriate bugs if a use case failed via JIRA.Providing various demos and learning sessions for new hires to explain the underlying architecture of several different XRE features.Using home grown tools like timeDelayService in conjunction with POSTMAN (REST client) to simulate use cases/edge cases that might happen in less than ideal situations.Testing on second screen devices (iPad, android smartphones, etc) to ensure a seamless customer experience.","duration":"Jul 2013 Jun 2015 2 years","duration_short":"2 years","end_date":"Jun 2015","start_date":"Jul 2013","subtitle":"Comcast","title":"IT Consultant (on behalf of IT Division Inc)"}],"url":"https://www.linkedin.com/company/comcast"}]', '["Rob Knee “In the 3+ years I\'ve worked with Kajal, she has earned the reputation of being an expert with our product, extremely thorough and efficient, a great diagnostician and an excellent reference on a large number of topics. She is regularly consulted first to spot check issues, to confirm defect fixes and to diagnose hard to reproduce problems. Kajal is a quick study, a strong team player and has a passion for producing a great product.”","mohammad moniruzzaman “I have been working with Kajal for last 5 years and it has been a great experience working with Kajal. She has great leadership skill which helped the team to achieve it goal. As a part of the daily work we need to communicate with production and other engineering teams she has a great communication/coordination skills which set an example for others to follow. Not only she manages her work properly but also dedicate other team members appropriately. Also,her technical and analytical ability to finish her job is amazing. ”"]']
User: ['Kyle Wilson, MBA', 'Grow and transform the way you do business with Fiber/Coax/Managed Services. Together we can assemble a network/phone/internet solution that helps your business be more efficient, easier to manage, and tailored to your needs and budget. Please contact me to discuss your business by sending me an InMail, email at kyle_wilson2@comcast.com or call me at 847-204-1731Here are some helpful links to some of the great services we can discuss:', 'Senior Enterprise Account Executive III at Comcast', 'Comcast', '[{"company":"Comcast","company_id":"comcast","industry":"Telecommunications","location":null,"positions":[{"description":"Call me direct to discuss the perfect fit solution for your business. Let\'s discuss all of your nationwide locations. 847-204-1731Fiber & Coax Nationwide | Phone | Internet | TV | Surveillance | VoiP | Phone Systems | P2P | PRI | SIP | Ethernet | SD-Wan | Private Wan | Point to Point | Networking solutions |","duration":"Nov 2019 - Present 2 years","duration_short":"2 years","end_date":"Present","start_date":"Nov 2019","subtitle":"Comcast","title":"Senior Enterprise Account Executive III"},{"description":"Internet, Phone, Television, PRI, SIP, VOIP, Polycom Phone systems, Voice Edge, Hospitality (hotel systems), Specialty Fitness Center Products, Pro WIFI, MPLS, EoHFC, Point to Point, etc.","duration":"Jan 2016 Nov 2019 3 years 11 months","duration_short":"3 years 11 months","end_date":"Nov 2019","start_date":"Jan 2016","subtitle":"Comcast","title":"Senior Business Account Executive III"},{"description":"Small to large size businesses. Construction build authorizations and client relationship management.","duration":"Mar 2013 Jan 2016 2 years 11 months","duration_short":"2 years 11 months","end_date":"Jan 2016","start_date":"Mar 2013","subtitle":"Comcast","title":"Business Account Executive I"},{"description":"Outside Sales, Service, Customer Surveys, and Installations. Cable, Internet, Phone, Home Security.","duration":"Feb 2011 Mar 2013 2 years 2 months","duration_short":"2 years 2 months","end_date":"Mar 2013","start_date":"Feb 2011","subtitle":"Comcast","title":"Direct Sales Representative - Residential"}],"url":"https://www.linkedin.com/company/comcast"},{"company":"Raras Media","company_id":null,"location":"","positions":[{"description":"Online media/writing community website. (Company dissolved in Sept 2013) Online media/writing community website. (Company dissolved in Sept 2013)","duration":"Mar 2010 Feb 2013 3 years","duration_short":"3 years","end_date":"Feb 2013","start_date":"Mar 2010","subtitle":"Raras Media","title":"Owner/Editor-In-Chief"}],"url":""},{"company":"Competiscan","company_id":null,"location":"","positions":[{"description":"","duration":"Sep 2009 Jan 2010 5 months","duration_short":"5 months","end_date":"Jan 2010","start_date":"Sep 2009","subtitle":"Competiscan","title":"Research Analyst/Consultant"}],"url":""},{"company":"Proactive Worldwide","company_id":"proactive-worldwide","location":"","positions":[{"description":"","duration":"Jun 2006 Sep 2009 3 years 4 months","duration_short":"3 years 4 months","end_date":"Sep 2009","start_date":"Jun 2006","subtitle":"Proactive Worldwide","title":"Research Analyst/Consultant"}],"url":"https://www.linkedin.com/company/proactive-worldwide"},{"company":"Walgreens Pharmacy","company_id":"walgreens","location":null,"positions":[{"description":"","duration":"Nov 2002 Mar 2007 4 years 5 months","duration_short":"4 years 5 months","end_date":"Mar 2007","start_date":"Nov 2002","subtitle":"Walgreens Pharmacy","title":"Senior Certified Pharmacy Technician"},{"description":"","duration":"Dec 1999 Nov 2002 3 years","duration_short":"3 years","end_date":"Nov 2002","start_date":"Dec 1999","subtitle":"Walgreens Pharmacy","title":"Pharmacy Technician"}],"url":"https://www.linkedin.com/company/walgreens"}]', '["Pete Petrouski “Kyle is a highly effective salesperson. Kyle has a great presence, super intelligent, tech savvy, and most notably he cares about providing the best value to his clients. Kyle’s a great team player and natural leader.”","LinkedIn User “Kyle is an enthusiastic leader, collaborative team member, and a dedicated and dependable professional who consistently delivers high quality results. He proactively took a mentorship role and was responsible for training our new team on all aspects of managing a project life cycle. His experience in research, analysis, and writing coupled with his positive attitude, tenacity, and excellent communication skills makes him a valued asset to any company.”"]']### Assistant: The agent's job is to provide tailored network and communication solutions for businesses, and today the user is reaching out to the agent because they need assistance in assembling a cost-effective and efficient network and internet solution for their business.
|
### Human: Agent: ['Akhilesh N', 'AWS infrastructure design, implementationExperience on server virtualization (VMWare, Xen, etc.), IaaS and PaaS cloud (AWS,GCP, Azure, Digital Ocean, OpenStackLinux/UNIX Administration (Amazon Linux and RedHat).Java Application Server Administration (Weblogic, JBoss, Tomcat).Automate infrastructure and application deployment related tasks.Configuration management tools like Ansible, Chef,Puppet Automate the creation, configuration, and delivery of highly available production systemsPythonWebservers and containers such as Apache, Tomcat, Jetty, NGINX, and othersStrong knowledge in Runtime/Virtual Development with Tomcat, Vagrant, Dockeroracle public cloud automation.Terraform automation and provisioningoracle cloud infrastructure and oracle classic cloud implementation & Automating the infrastructureAnsible - cloud Provisioning, configuration management, and application deploymentExperience with containers and orchestration (e.g., Docker, Swarm, Docker EE, Kubernetes)Administrate and manage Kubernetes production EnvironmentWell versed in Kubernetes security best practices & Kubernetes Production deploymentHybrid Cloud Infrastructure with Google Anthos & Hybrid Cloud Multi-Cluster with Google AnthosImplementing GKE on-PremCertifications:AWS Certified Solutions Architect - AssociateDocker Certified AssociateCertified Kubernetes Administrator', 'Senior Principal Systems Engineer, R&D at Manhattan Associates', 'Manhattan Associates', '[{"company":"Manhattan Associates","company_id":"manhattan-associates","industry":"Computer Software","location":"Bangalore","positions":[{"description":"","duration":"Sep 2012 - Present 8 years 11 months","duration_short":"8 years 11 months","end_date":"Present","start_date":"Sep 2012","subtitle":"Manhattan Associates","title":"Principal Technical Architect, R&D Engineering Services"}],"url":"https://www.linkedin.com/company/manhattan-associates"},{"company":"Flytxt","company_id":"flytxt","location":"","positions":[{"description":"","duration":"May 2006 Sep 2012 6 years 5 months","duration_short":"6 years 5 months","end_date":"Sep 2012","start_date":"May 2006","subtitle":"Flytxt","title":"Lead System Engineering"}],"url":"https://www.linkedin.com/company/flytxt"}]', '["“During my stint at Flytxt, me and my team depended heavily on Akhilesh (Akhi) for support on enterprise servers, network & storage. One of the key milestones, that I am personally aware of, is Akhi\'s involvement in upgrading the storage for an enterprise customer who were running the Neon product suite. It was a massive exercise, running into several hours, requiring meticulous planning and coordination with various vendors. Akhi did this exceptionally well. Akhi has always been available \'on-call\' even at odd hours for support, and has been an inspiration to many in the team for his technical calibre. Wishing him all the very best !”","“Akhilesh is very passionate and knowledgeable in his area of expertise. A forward-thinking individual who is very reliable and hardworking and an asset to any team he works with. Akhilesh is the right person if somebody\'s in need of a dependable, efficient and innovative System\'s Engineer. I would highly recommend Akhilesh as an invaluable resource and a very good team manager! Wish him all the best!”"]']
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 technical support for enterprise servers, network, and storage, and today the user is reaching out to the agent because they need assistance with optimizing the production line infrastructure in their healthcare facility.
|
### Human: Agent: ['Zeeshan Waheed', '• As Team Lead, Applications at Forcepoint implementing and supporting enterprise applications. • Over 10 years of professional experience in software design, development, deployment, documentation and testing of Client–Server and Web based Applications • 5 years of experience developing Service Oriented Architecture around the RPMS Healthcare system and using SCRUM methodology in the Indian Health Service • Employment Status: US Green Card • Security Clearance: Public Trust / Moderate Risk (5) • Experimenting with Augmented Reality and Microsoft HoloLens Technologies & Frameworks: C#, Microsoft.Net 4.5, Windows 10 UWP Universal Windows Platform, Unity3D, PRISM for Composite WPF/Silverlight, ASP.Net Web API, SignalR, NHibernate, Cache, VA VistA, IHS RPMS, RavenDb.', 'Sr. Advisor Development at General Dynamics Information Technology', 'General Dynamics Information Technology', '[{"company":"General Dynamics Information Technology","company_id":"gdit","industry":"Information Technology and Services","location":"Austin, Texas Area","positions":[{"description":"","duration":"Jan 2020 - Present 2 years 8 months","duration_short":"2 years 8 months","end_date":"Present","start_date":"Jan 2020","subtitle":"General Dynamics Information Technology","title":"Sr. Advisor Development"}],"url":"https://www.linkedin.com/company/gdit"},{"company":"Forcepoint","company_id":"forcepoint","location":null,"positions":[{"description":"","duration":"Mar 2019 Jan 2020 11 months","duration_short":"11 months","end_date":"Jan 2020","start_date":"Mar 2019","subtitle":"Forcepoint","title":"Team Lead, Applications"},{"description":"• Led the effort to implement CI & CD pipeline for .net and java applications by exploring build automation tools like Octopus and Cake. This helped the IT to improve the quality and delivery speed of its work.• Implemented real-time integration between Salesforce and Amber road to identify restricted parties during sales process. This enabled Forcepoint to expand its commercial and federal business globally in compliance with government regulations.• Improved the Integration between Revenue system (Softrax) and Salesforce by automating product and customer creation in revenue system. This reduced a lot of support cases to manage customer and product records. Also Improved revenue and order processing teams ability to process more orders in less time.","duration":"Dec 2016 Mar 2019 2 years 4 months","duration_short":"2 years 4 months","end_date":"Mar 2019","start_date":"Dec 2016","subtitle":"Forcepoint","title":"Sr. Programmer Analyst"}],"url":"https://www.linkedin.com/company/forcepoint"},{"company":"Pieran Health Technologies","company_id":"pieran-health-technologies","location":"Albuquerque, New Mexico Area","positions":[{"description":"• Implemented and supported Clinical Quality Measures Application for Indian Health Services.• Developed Application Interface and Asp.Net WEB API Services for Practice Management Suite.• Worked on Scheduling, Registration and Third Party Billing modules of Practice Management Suite. • Implemented and supported Clinical Quality Measures Application for Indian Health Services.• Developed Application Interface and Asp.Net WEB API Services for Practice Management Suite.• Worked on Scheduling, Registration and Third Party Billing modules of Practice Management Suite.","duration":"Feb 2011 Dec 2016 5 years 11 months","duration_short":"5 years 11 months","end_date":"Dec 2016","start_date":"Feb 2011","subtitle":"Pieran Health Technologies","title":"Senior Software Engineer"}],"url":"https://www.linkedin.com/company/pieran-health-technologies"},{"company":"Kabot International (Pvt) LTD","company_id":"kabot-international-pvt-ltd","location":"Lahore, Pakistan","positions":[{"description":"• Implemented a service oriented architecture around RPMS system using Microsoft .Net, WCF, Nhibernate, Silverlight, InterSystems Cache• Developed Application architecture and Interface using ASP.NET and Smart Client for an Enterprise Integration and Automation System.• Developed entities, application services, UI and UX using Nhibernate, WCF and ASP.NET for a Medication storage monitoring Application.• Developed Application Interface and WCF WEB API Services for Practice Management System","duration":"Apr 2007 Feb 2011 3 years 11 months","duration_short":"3 years 11 months","end_date":"Feb 2011","start_date":"Apr 2007","subtitle":"Kabot International (Pvt) LTD","title":"Senior Software Engineer"}],"url":"https://www.linkedin.com/company/kabot-international-pvt-ltd"}]', '["Bernd G. Lucks, PMP, SAFe, CSM “I have enjoyed working with Zeeshan in two different engagements with the IHS over the past five years - as his program manager on the Practice Management Contract and as a project manager on the Clinical Quality Measure initiative. In both engagements he proved himself as a competent and resourceful developer who is highly dependable, a solid team mate, and extremely adept and responsive in client-facing settings.”","Asif Asghar “Zeeshan is a dedicated, experienced, software professional with a vast experience in all aspects of software engineering. He is also an excellent team player, with high integrity and work ethics. Zeeshan can make great contributions to a company and help build excellent products. Great asset to any team. Strong technical skills, always eager to learn something new. He is fun to work with!!!”"]']
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 work as a Sr. Advisor Development at General Dynamics Information Technology. Today, the agent is reaching out to the user because they need to discuss a potential collaboration opportunity in the healthcare domain.
|
### Human: Agent: ['Karis Narofsky', 'Professional Experience: - Director of Graphics and Design at Venture Commercial in Dallas, Texas. - Lead Graphic Designer at Venture Commercial in Dallas, Texas. - Graphic Designer at Venture Commercial in Dallas, Texas. - Assistant Account Executive at The Hall Agency in Dallas, Texas - Intern at The Hall Agency in Dallas, Texas - Interviewer at Survey Research Center, Denton, Texas - Journalism Aid at International Baptist Convention, Frankfurt, Germany - Childcare Provider for Ruth Steinbeck, Frankfurt, Germany - Intern in Radio, Television, and Graphic Design at the American Forces Network in Frankfurt, Germany Specialties: Eligibility - Internships: - The Hall Agency in Dallas, Texas - American Forces Network Europe in Frankfurt, Germany - Journalism Aid: International Baptist Convention in Frankfurt, Germany - Computer Skills: Photoshop, InDesign, Word, Powerpoint, Excel, HTML - Language: Fluent in written and spoken German', 'Graphic Designer', 'KJ Paperie', '[{"company":"KJ Paperie","company_id":null,"location":"","positions":[{"description":"The perfect marriage of design and ideas. What started as a few small design jobs for family and friends turned into bigger pieces of work for small businesses and eventually KJ Paperie became a small business of its own.Check out my work at kjpaperie.com.Visit our shop at etsy.com/shop/kjpaperieco The perfect marriage of design and ideas. What started as a few small design jobs for family and friends turned into bigger pieces of work for small businesses and eventually KJ Paperie became a small business of its own.Check out my work at kjpaperie.com.Visit our shop at etsy.com/shop/kjpaperieco","duration":"Jan 2010 - Present 12 years 2 months","duration_short":"12 years 2 months","end_date":"Present","start_date":"Jan 2010","subtitle":"KJ Paperie","title":"Co-Founder & Lead Graphic Designer"}],"url":""},{"company":"Venture Commercial","company_id":"venture-commercial","location":"","positions":[{"description":"DIRECTOR OF GRAPHICS & DESIGN(December 2014 – February 2015)Selected by leadership for the promotion to Director of Graphics & Design. I managed the graphics and research department, overseeing all of the work for the graphic designers and graphic assistants on staff, along with all other previous responsibilities as lead graphic designer and team coordinator.GRAPHIC DESIGNER & TEAM COORDINATOR(June 2011 – December 2014)Promoted to Graphic Designer and Team Coordinator. In this role, I oversaw the list of projects in the graphics department, participated in the ICSC in Las Vegas with the Venture team and was enlisted as a part of the marketing team. This all overlapped my role as lead graphic designer.GRAPHICS ASSISTANT(May 2010 – June 2011) As Graphics Assistant for Venture Commercial, I quickly became the go-to person for design projects, such as aerials, book covers, demographic maps, presentation documents, custom Constant Contact email communications and more.","duration":"May 2010 Feb 2015 4 years 10 months","duration_short":"4 years 10 months","end_date":"Feb 2015","start_date":"May 2010","subtitle":"Venture Commercial","title":"Director of Graphics & Design"}],"url":"https://www.linkedin.com/company/venture-commercial"},{"company":"The Hall Agency","company_id":null,"location":"","positions":[{"description":"ART DIRECTOR & ASSISTANT ACCOUNT EXECUTIVE (September 2009 – May 2010)Handled print ads, billboards, graphic design, social media and other day-to-day needs of accounts, such as The Plaza at Preston Center, Village On The Parkway, Mal Malouf, Golden Chick, Ideal Feet and others. Also helped organize events, was involved in numerous new business pitches, assisted on commercial shoots and even designed logos for local small business clients.INTERN (January 2009 – September 2009)While still in school at North Texas, I interned at The Hall Agency, bringing enthusiasm, creative energy and my own laptop into work every day.","duration":"Jan 2009 May 2010 1 year 5 months","duration_short":"1 year 5 months","end_date":"May 2010","start_date":"Jan 2009","subtitle":"The Hall Agency","title":"Art Director & Assistant Account Executive"}],"url":""}]', '["Vinny Minchillo “Karis has a great attitude and that counts for a lot. In an ad world with more than its share of the affected, Karis is the real deal. She has talent and she has what it takes to be a pro on your team.”","Jim Albright “Karis is a dedicated and hardworking student. If all my students were like her, I\'d be the happiest prof in the world. Jim Albright”"]']
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 reach out to professionals in the marketing and design industry for potential collaboration opportunities, and today, the agent is reaching out to the user because they need a skilled graphic designer to join their team on an upcoming branding project.
|
### Human: Agent: ['Vickey Boatright Richardson', 'I am passionate about helping churches and nonprofits with their accounting and minister compensation issues through my website: www.freechurchaccounting.com and my firm: Vickeys Bookkeeping Inc We set up effective accounting systems, generate financial reports, maintain accurate bookkeeping records, etc.', 'Owner, Vickeys Bookkeeping Inc', 'Vickeys Bookkeeping Inc', '[{"company":"Vickeys Bookkeeping Inc","company_id":null,"location":"Henryetta, OK","positions":[{"description":"","duration":"2016 - Present 5 years","duration_short":"5 years","end_date":"Present","start_date":"2016","subtitle":"Vickeys Bookkeeping Inc","title":"Founder"}],"url":""},{"company":"www.FreeChurchAccounting.com","company_id":null,"location":"","positions":[{"description":"Accounting made easy for churches and nonprofits, Covers minister tax issues as well. Accounting made easy for churches and nonprofits, Covers minister tax issues as well.","duration":"Jul 2008 - Present 13 years 5 months","duration_short":"13 years 5 months","end_date":"Present","start_date":"Jul 2008","subtitle":"www.FreeChurchAccounting.com","title":"Owner/Editor"}],"url":""},{"company":"www.BasicAccountingHelp.com","company_id":null,"location":"","positions":[{"description":"Accounting made easy for small business owners and accounting students. Accounting made easy for small business owners and accounting students.","duration":"Jan 2009 Mar 2017 8 years 3 months","duration_short":"8 years 3 months","end_date":"Mar 2017","start_date":"Jan 2009","subtitle":"www.BasicAccountingHelp.com","title":"Owner/Editor"}],"url":""},{"company":"Wisdom Over Wealth LLC","company_id":"wisdom-over-wealth-llc","location":"","positions":[{"description":"Payroll for churches and nonprofits Payroll for churches and nonprofits","duration":"Jan 2014 Jun 2016 2 years 6 months","duration_short":"2 years 6 months","end_date":"Jun 2016","start_date":"Jan 2014","subtitle":"Wisdom Over Wealth LLC","title":"Staff Accountant"}],"url":"https://www.linkedin.com/company/wisdom-over-wealth-llc"}]', '["Mary Shaw “Vickey publishes information that I have utilized in my work. She is very knowledgeable in church accounting.”","Terressa Pierce “I recommend Vickey because I know her personally and I have worked side by side with her for many years in our church. Vickey has created a wonderful website for churches to use for great church resources and to be able to download her free church accounting spreadsheets. She has many years of experience in accounting and it definitely shows in her wonderful website at www.freechurchaccounting.com so check out her awesome eBooks and download her free church accounting spreadsheets!”"]']
User: ['Minister Tynisa Taylor', "Minister and experienced Administrative Assistant/Notary with a demonstrated history of working in the events services, real estate, and nonprofit industry. Skilled in various aspects of office tasks. Currently pursuing a Bachelor's degree focused in Non-Profit/Public/Organizational Management from Cleveland State University.", 'Founder/President of Hand Up Ministries', 'Hand Up Ministries', '[{"company":"Hand Up Ministries","company_id":null,"location":"Cleveland/Akron, Ohio Area","positions":[{"description":"","duration":"Aug 2017 - Present 4 years 6 months","duration_short":"4 years 6 months","end_date":"Present","start_date":"Aug 2017","subtitle":"Hand Up Ministries","title":"Founder"}],"url":""},{"company":"New Beginnings Fellowship Ministries Church","company_id":null,"location":"Cleveland, Ohio","positions":[{"description":"","duration":"May 2017 - Present 4 years 9 months","duration_short":"4 years 9 months","end_date":"Present","start_date":"May 2017","subtitle":"New Beginnings Fellowship Ministries Church","title":"Minister"}],"url":""},{"company":"Taylor Made Event Planning, LLC","company_id":null,"location":"Cleveland/Akron, Ohio Area","positions":[{"description":"","duration":"Feb 2015 - Present 7 years","duration_short":"7 years","end_date":"Present","start_date":"Feb 2015","subtitle":"Taylor Made Event Planning, LLC","title":"Owner"}],"url":""},{"company":"Notary Public for the State of Ohio","company_id":null,"location":"Cleveland/Akron, Ohio Area","positions":[{"description":"","duration":"Jul 2012 - Present 9 years 7 months","duration_short":"9 years 7 months","end_date":"Present","start_date":"Jul 2012","subtitle":"Notary Public for the State of Ohio","title":"Notary"}],"url":""},{"company":"The Salvation Army Northeast Ohio Divisional Headquarters","company_id":null,"location":"Cleveland/Akron, Ohio Area","positions":[{"description":"Executive Assistant to Program Secretary and responsible for divisional statistics, grant / proposal applications, Board meeting minutes for Mission Alignment Council and Emergency Disaster Services, and event planning. Executive Assistant to Program Secretary and responsible for divisional statistics, grant / proposal applications, Board meeting minutes for Mission Alignment Council and Emergency Disaster Services, and event planning.","duration":"Dec 2015 Dec 2018 3 years 1 month","duration_short":"3 years 1 month","end_date":"Dec 2018","start_date":"Dec 2015","subtitle":"The Salvation Army Northeast Ohio Divisional Headquarters","title":"Executive Assistant to Program Secretary, Divisional Statistician"}],"url":""},{"company":"global X","company_id":"gbxgroup","location":"Cleveland/Akron, Ohio Area","positions":[{"description":"Answer incoming telephone calls, Greeting visitors & providing assistance as needed, Maintain conference rooms & provide meeting set-up, Receive & deliver regular mail, overnight or courier packages to the appropriate individuals, Prepare mail & packages to be sent via FedEx, USPS or Courier, Administrative support (copying, scanning, faxing, assisting in scheduling of appointments, conference calls & calendar maintenance, etc.), Assist in preparing marketing materials/deliverables including PowerPoint presentations, Distribute tax newsletters electronically to staff, Ordering & set-up of lunch/meals as required (for meetings with clients & internal staff), Inventory of office & kitchen supplies, Shopping for groceries, etc., Miscellaneous errands, Maintaining employee common areas, Coordinating building maintenance requirements/maintain contractor relations, Maintaining CRM data as required, Provide research support to the Production Team (Online data gathering for real estate market, Creating Excel spreadsheets to collect real estate data)","duration":"Apr 2014 Jan 2015 10 months","duration_short":"10 months","end_date":"Jan 2015","start_date":"Apr 2014","subtitle":"global X","title":"Administrative Assistant"}],"url":"https://www.linkedin.com/company/gbxgroup"},{"company":"Jones Lang LaSalle","company_id":"jll","location":"Cleveland/Akron, Ohio Area","positions":[{"description":"As a Brokerage Assistant, I am responsible for supporting nine commercial real estate brokers. The majority of my brokers specialize in the Industrial Tenant Representation sector of JLL. As an assistant, I prepare presentations, RFP\'s, tour books, commission invoices and direct/email marketing materials, as well as updating Broker WIP reports. I also assist with reception duties, including, but not limited to, incoming/outgoing mail, FedEx/UPS packages, answering incoming calls, faxing, filing, photocopying and office supply ordering.","duration":"Apr 2008 Aug 2013 5 years 5 months","duration_short":"5 years 5 months","end_date":"Aug 2013","start_date":"Apr 2008","subtitle":"Jones Lang LaSalle","title":"Brokerage Assistant"}],"url":"https://www.linkedin.com/company/jll"},{"company":"Estadt Chiropractic Center","company_id":null,"location":"Mentor, Ohio","positions":[{"description":"Patient Scheduling/Billing, Insurance Billing, Patient Therapy, Front desk duties, Reception, Marketing Patient Scheduling/Billing, Insurance Billing, Patient Therapy, Front desk duties, Reception, Marketing","duration":"May 2004 Apr 2008 4 years","duration_short":"4 years","end_date":"Apr 2008","start_date":"May 2004","subtitle":"Estadt Chiropractic Center","title":"Chiropractic Assistant"}],"url":""},{"company":"Richard E. Jacobs Group","company_id":null,"location":"Cleveland/Akron, Ohio Area","positions":[{"description":"Front desk reception, Generate and Invoice Tenant work orders, Concierge coverage, Tenant issues Front desk reception, Generate and Invoice Tenant work orders, Concierge coverage, Tenant issues","duration":"2001 2003 2 years","duration_short":"2 years","end_date":"2003","start_date":"2001","subtitle":"Richard E. Jacobs Group","title":"Receptionist"}],"url":""}]', '["Lisa Holibaugh “Tynisa is knowledgeable, hardworking and a true team player. No matter what the project may be, she is the first to jump in and help. Her positive attitude and diligent nature make her an asset to any organization.”","Anne Browning “Tynisa gets things done! She is dedicated to her team and the group\'s overall success. Her tenancity and organizational skills ensure that deadlines are met while making progress on additional projects. Tynisa can also lighten up the office with her smile and good cheer.”"]']### Assistant: The agent's job is to provide accounting and bookkeeping services for churches and nonprofits, and today the user is reaching out to the agent because they need assistance with managing the financial records and compensation for their nonprofit organization.
|
Subsets and Splits
No community queries yet
The top public SQL queries from the community will appear here once available.