Wealth Management Group, LLC.

• Own end-to-end procurement of fragrance oils, aroma chemicals, essential oils, and related raw materials • Develop and maintain strong relationships with domestic and international suppliers, manufacturers, and distributors • Leverage existing industry relationships (or rapidly build them) to improve pricing, reliability, and supply continuity • Identify and qualify new sourcing partners to expand the supply base and reduce risk concentration • Negotiate pricing, contracts, lead times, and supply agreements with vendors • Continuously evaluate supplier performance across cost, quality, consistency, and compliance • Act as the internal subject matter expert on procurement strategy within the fragrance/chemical space • Recommend and implement a clear sourcing roadmap and procurement best practices • Navigate proprietary and sensitive supplier relationships with discretion and professionalism • Work closely with leadership to align procurement decisions with growth and margin goals

• Independently craft sophisticated estate plans for ultra-high net worth clients with assets exceeding $40 million, including drafting wills, revocable and irrevocable trusts, powers of attorney, and healthcare directives. • Spearhead succession planning to ensure seamless asset transfers, family business continuity, and estate tax minimization through cutting-edge strategies, with a focus on federal estate tax planning. • Independently draft and implement advanced estate tax planning vehicles, including sales to Intentionally Defective Grantor Trusts (IDGTs), Grantor Retained Annuity Trusts (GRATs), Qualified Personal Residence Trusts (QPRTs), and Charitable Trusts (e.g., Charitable Lead Annuity Trusts or Charitable Remainder Trusts). • Design and execute out-of-state asset protection trusts to safeguard client assets. • Provide expert counsel on tax-efficient gifting, intergenerational wealth transfer, and asset protection, incorporating elder law considerations such as long-term care and Medicaid eligibility when relevant. • Conduct meticulous reviews of client financial portfolios to identify tax-saving opportunities and mitigate risks in high-value estates. • Collaborate with interdisciplinary teams, including financial advisors and accountants, to deliver bespoke strategies aligned with clients’ personal and familial aspirations. • Manage probate administration and trust oversight for complex estates, resolving disputes amicably or through litigation when necessary. • Stay ahead of evolving federal and state estate tax laws, offering proactive, informed guidance to clients on regulatory shifts. • Mentor junior team members and contribute to firm-wide knowledge-sharing through internal training or client education initiatives. • Uphold meticulous documentation and adhere to the highest ethical standards in all client interactions.

• Lead all core financial operations, including monthly closes, consolidated financial reporting, budgeting, forecasting, and detailed variance analysis across multiple sites and programs. • Manage healthcare-specific cost reporting, revenue cycle optimization, reimbursement management, and payer contract analysis. • Provide strategic financial insights to executive leadership and operational teams to drive program profitability, cost management, and informed decision-making. • Oversee and develop a small finance team (currently 1.5–2 members) while remaining actively hands-on with accounting and reporting. • Support due diligence, financial modeling, and integration efforts for acquisitions and new center openings. • Ensure strong internal controls, compliance with behavioral health regulations, and readiness for audits and regulatory reviews. • Build scalable processes, systems, and KPIs to professionalize financial operations as the organization continues to grow. • Prepare clear, executive-level financial presentations for leadership and board meetings.

• Full operational control across production, packaging, fulfillment, and warehouse • Oversight of ~55 employees (45 in Miami, 10 overseas) • End-to-end manufacturing performance and output • Warehouse and fulfillment efficiency (e-commerce driven environment) • Process optimization, systems, and infrastructure • Implementation of automation / operational improvements • Ensuring the business runs smoothly, efficiently, and profitably

• Develop and execute a regional sales strategy focused on revenue growth and market penetration for dental, veterinary, and medical sectors along the U.S. East Coast. • Leverage your existing relationships in the dental industry to accelerate sales of custom dental cabinetry to clinics, group practices, and distributors. • Build, manage, and grow strategic partnerships with major dental distributors, ensuring strong alignment on product positioning, marketing support, and sales targets. • Identify and close new opportunities with dental practices and DSOs by highlighting the advantages of our integrated design-build-install cabinetry and workflow solutions. • Expand into adjacent markets (veterinary and medical clinics) by educating prospects on our proven dental expertise and high-quality, compliant solutions. • Accurately forecast sales, track key performance metrics, and provide regular insights on East Coast market trends, competitor activity, and pipeline opportunities. • Collaborate with internal design, manufacturing, and installation teams to ensure seamless project delivery and high customer satisfaction.

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

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

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

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

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