Wealth Management Group, LLC.

• Manage day-to-day accounting operations, including general ledger maintenance and reconciliations. • Oversee bookkeeping and ensure accurate financial recordkeeping. • Process and manage payroll. • Prepare monthly, quarterly, and annual financial statements. • Assist with budgeting, forecasting, and cash flow management. • Handle accounts payable and accounts receivable oversight. • Monitor revenue recognition and financial reporting. • Support month-end and year-end close processes. • Assist with audit preparation and tax-related documentation. • Maintain compliance with GAAP and healthcare accounting best practices. • Partner closely with the Revenue Cycle Management Director to support billing, collections, reimbursement reporting, and financial analysis. • Identify opportunities to improve financial processes and operational efficiency. • Assist leadership with financial reporting and ad hoc analysis as needed.

• Conduct daily in-person visits to clinics, long-term care homes, retirement facilities, and rehabilitation centers, engaging directly with staff and decision-makers to understand ongoing needs and identify opportunities for product support and supply replenishment • Actively prospect and develop new accounts through door-to-door outreach and territory-based selling, building a pipeline of healthcare facilities and expanding market presence within the assigned region • Build and maintain long-term relationships with facility administrators, procurement teams, and healthcare staff by providing consistent follow-up, responsiveness, and dependable service support • Identify customer needs and recommend appropriate medical equipment and supply solutions, ensuring facilities are properly equipped to maintain patient care standards and operational efficiency • Manage and grow an assigned territory with a strong focus on new client acquisition while also ensuring existing accounts are nurtured and maintained for long-term retention • Follow up on quotes, orders, and ongoing supply requirements to ensure continuity of service, timely fulfillment, and a smooth customer experience from order to delivery • Coordinate with internal operations and logistics teams to support order fulfillment and customer satisfaction, ensuring accurate communication and resolution of any product or delivery issues • Maintain accurate records of activity, pipeline development, and customer interactions within CRM or tracking systems to ensure visibility, accountability, and effective territory management • Stay informed on product updates, industry trends, and competitor activity within the healthcare supply market to better position solutions and identify new sales opportunities

• Develop, manage, and expand a strong pipeline of title insurance and settlement service opportunities • Leverage established relationships with real estate attorneys, law firms, lenders, brokers, investors, and developers to generate consistent referral-based business • Grow and maintain a personal book of business within assigned NY/NJ territories • Drive new account acquisition across residential and commercial real estate markets • Conduct in-person meetings, networking events, presentations, and ongoing business development activities • Maintain and deepen long-term client relationships to drive repeat and referral business • Coordinate closely with internal closing and operations teams to ensure seamless transaction execution • Track sales activity, pipeline, and referral sources to maintain consistent production flow • Represent the organization at industry events, conferences, and partner meetings as needed • Stay current on state-specific title regulations, underwriting guidelines, and compliance requirements

• Own end-to-end revenue cycle operations across Medicaid (in-network and out-of-network) within behavioral health programs • Lead and manage performance of third-party billing vendors and/or internal billing staff • Drive improvements in A/R days, denial rates, collections, and first-pass claim acceptance • Oversee claim submission, follow-up, appeals, and payer engagement with a focus on Medicaid and behavioral health payers • Ensure accurate charge capture, documentation alignment, and coding integrity in collaboration with clinical and administrative teams • Utilize EMR/RCM platforms (Kipu and/or Collaborate MD strongly preferred) • Build and refine billing workflows, policies, and internal controls to support scaling operations • Provide reporting, forecasting, and revenue cycle performance insights to senior leadership • Stay current on payer policy changes, Medicaid updates, and behavioral health billing regulations • Train, mentor, and support internal billing/RCM staff where applicable

• Drive new business development across assigned territory through outbound prospecting and in-person sales activity. • Travel regularly to meet with prospective and existing customers across the territory. • Identify, target, and secure new opportunities within consumer packaged goods and manufacturing sectors. • Build and maintain strong relationships with brand owners, manufacturers, and decision-makers. • Manage full sales cycle activity including outreach, meetings, proposals, negotiation, and closing. • Conduct face-to-face customer meetings, presentations, and site visits as a core part of the role. • Develop and maintain a strong pipeline of qualified opportunities. • Collaborate with internal teams to align customer needs with packaging solutions. • Expand existing accounts while continuously hunting for new business. • Maintain accurate reporting on pipeline activity, forecasts, and territory progress. • Stay actively engaged in market trends, competitive activity, and industry developments.

• 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 leadership across manufacturing, production, packaging, fulfillment, warehousing, inventory management, purchasing, and logistics. • Leadership, development, and accountability for approximately 55 employees across domestic and international teams. • End-to-end manufacturing performance, including production planning, quality, throughput, labor efficiency, and capacity planning. • Warehouse operations, inventory control, shipping, fulfillment, and order accuracy within a high-volume e-commerce environment. • Continuous improvement initiatives focused on increasing productivity, reducing waste, improving margins, and maximizing operational efficiency. • Development and implementation of scalable SOPs, KPIs, reporting structures, and operational best practices. • Evaluation and implementation of ERP, WMS, automation, robotics, and other technologies that improve operational performance. • Cross-functional leadership across production, finance, purchasing, administration, creative, customer operations, and fulfillment. • Budget management, workforce planning, operational reporting, and overall business profitability. • Building an operational culture centered around accountability, continuous improvement, ownership, and execution.

• 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.