WhiteWater Express Car Wash

General Manager

Finance

Helping people create a financial GPS so they can assess if they’re on target to reach their goals.

Finance Coach

Brandwatch

- Consistently surpassed renewal and growth goals, achieving 113% and 119% in Q2 and Q3 respectively, while meeting GRR team renewal targets each quarter since Q2 2022.
- Seamless transition of 60 clients, maintaining strong relationships and elevating team GRR by 20%

Customer Success Manager

TTI Success Insights

Value Added Associate

Certified Life Coach

SimpleBills

- Implemented 80 new clients between May and September 2021 – from first contact post sales to AM assignment.
- Owned client portfolio of $15M in Annual Contract Value
- Developed 15 Standard Operating Procedures bringing clarity and alignment to our internal teams.

Solution Account Manager

Senior Account Manager

SimpleBills is a complete utility management service that helps properties realize efficiencies with data-based decisions while providing residents a customer service experience you can be proud of.

Account Manager

Hartford Federal Credit Union

•	Provides professional customer service by identifying potential customers, initiating new accounts, and coordinating product demonstrations in collaboration with the Management Team.
•	Focus on continuous learning and development at the individual, team, and organizational levels by designing and deploying strategies, which will enhance people, processes, and performance.
•	Created strategic partnerships and gathered market information to gain a competitive advantage, leading to 20 new accounts by referral.

Business Development Manager

First Commons Bank, Newton Centre, MA

•	Lead audit operations and systems training which led to superior audit ratings and more knowledgeable team.
•	Received "Legendary Client Service" Award. 
•	Identified critical client needs through fostering strong client relationships and ongoing communications. 
•	Developed, trained and coached 5 new employees on the banking system.
•	Designed and facilitated learning programs to support performance processes.

Senior Client Service Representative

Antioch Waltham

•	Creatively collaborated with ministry team on development of curriculum. 
•	Identified emerging leaders and helped determine desired placement in ministry.

Youth Pastor/Ministry Intern

Bank of America

•	Accurately and efficiently completed 65 customer transactions daily.
•	Built trust with customers by effectively meeting their service needs.

Sales and Service Specialist

Passionate Customer Advocate Focused on Driving Customer-Centric Solutions

I have over 15 years of driving customer-centric solutions. From Banking to Customer Success I've carried this core value with me.

I've learned a lot over the last decade and a half, but something that's stuck with me is that we need to ask more questions. In my experience, when I hear a client tell me what they want, there's usually more to the story. By asking powerful questions I've been able to understand who, what, where and why in all these scenarios. It's not that I don't trust my customers, but I like to go the extra mile to truly understand what's led them to this solution.

Helping people is another core value - as an extravert it comes easily to me. Whether I'm training, presenting, coaching, or listening my objective is to help provide value. It's important that my customers know I am their catalytic resource to help them reach set out goals.

Dan Lathrop

Global Patent Solutions LLC

Hired back as a 1099 independent contractor to support the firm's PCT (Patent Cooperation Treaty) patent prosecution efforts. Specialized in general business methods, particularly, artificial intelligence, machine learning, blockchain, healthcare IT, mobile computing, etc. Examined approximately 250 patent applications in three years.

Patent Analyst/Examiner (PCT)

Epiq

Claims analysts review returned mail sent to class action lawsuit plaintiffs, research the plaintiff's current address, and then forward the mail to the new location. In this role, I processed an average of over 90 pieces of mail per day at a data entry accuracy rate exceeding 97 percent.

Claims Analyst

TheGuarantors

● Helped 75+ tenants qualify for a rental property within 12 weeks.
● Progressed from underwriter to QC team within first 3 weeks of assignment. 
● Processed 130+ tenant applications in under 3 months, with a 58% successful placement rate.
● Performed daily QC checks on work done by approximately 10 underwriting staff members.

Underwriter/QC Analyst

● Executed database research operations, Boolean query construction, patent classification, data analysis and manipulation, legal opinion writing, and presenting information based on analysis of patent and non-patent information acquired from multiple disparate data sources under short deadlines.
● Prosecuted 1000+ international (PCT) business method patent applications within 9 years, covering healthcare, finance, insurance, secure transactions, blockchain, social networks, investments, and transaction fraud, filed under the Patent Cooperation Treaty. 
● Conducted 100+ patentability, invalidity, infringement clearance, and accelerated examination searches for commercial clients within 2 years. 
● Started a Patent Bar Exam preparation class for 10 colleagues. Streamlined and standardized entire set of commercial search report templates, improving efficiency and analyst training process.

Senior Research Analyst

Quarles & Brady, LLP

● Managed paper and electronic internal filing systems for 25+ legal secretaries and their attorneys in commercial litigation, commercial real estate, and bankruptcy practice groups, improving efficiency and ease of retrieving critical documents on short notice. 
● Utilized MS Excel to manage litigation support through organizing and tracking 1,000+ discovery documents produced from opposing parties in civil lawsuits. 
● Assumed responsibility for electronic court filing (ECF) of documents in state and federal courts, freeing-up paralegal resources and increasing practice group case management efficiency.

Legal Project Assistant

Big Brothers Big Sisters of Central Arizona

● Provided administrative, technical, and legal support to case workers and case managers.
● Conducted criminal background and driving records checks on 75 volunteers per month.
● Audited case files on monthly basis to ensure compliance with Big Brothers Big Sisters of America's standards for regular contact with volunteers, parents, and children.
● Upgraded existing MS Word and Excel documents into MS Access database for ease of information storage, retrieval, and reporting.

Program Administrative Assistant

Honeywell Aerospace

Reviewed technical drawings of gas turbine engine starters and entered information into Microsoft Access and Excel databases.

Contractor

M-DOT Aerospace

ISO 9001 quality assurance auditing and quality program administration; assisted mechanical engineers with test equipment setup; wrote SBIR (Small Business Innovation Research) program monthly progress reports; assisted with writing SBIR proposals for new business.

Engineering Aide

Business English Instructor & Technical Communication Specialist

Where 30 years of real-world business expertise meets professional language education.

I don't just teach English—I teach the language of business success. As a TEFL-certified Business English instructor with three decades of authentic professional experience, I help executives and professionals master the communication skills that drive career advancement.

What Sets Me Apart
Patent-Holding Innovation Leader 📍 Two U.S. Patents (US 9,950,089 & US 10,201,630)
With 15 years analyzing 1,200+ business method patents across A.I., machine learning, blockchain, and emerging technologies, I bring cutting-edge technical expertise to every lesson.


Multi-Industry Professional Experience:

Legal Services — 5 years at national law firm Quarles & Brady LLP, creating training materials and managing complex litigation
Intellectual Property — 14 years as Senior Patent Research Analyst, training teams and streamlining processes
Aerospace Engineering — Fortune 500 experience at Honeywell Aerospace with ISO-9001 compliance
Financial Services — Licensed P&C Insurance Producer with risk assessment expertise


Proven Training & Development Leader:

My supervisor's endorsement: “Exceptional ability to convey complex concepts in a simple manner” — a skill I now apply to help professionals master business communication.


My Teaching Philosophy

I combine rigorous language instruction with authentic industry knowledge. Students learn:
✓ Industry-specific terminology from someone who's used it professionally
✓ Technical writing skills from a patent-holding inventor
✓ Professional communication standards backed by multi-sector experience
✓ Real-world applications that translate directly to career success


Services I Offer

1-on-1 Executive English Coaching
Corporate English Workshops
Specialized Legal & Technical English Programs
Professional Presentation Skills Training
Custom Corporate Training Development

Educational Foundation: B.Sc. Materials Science & Engineering (Dean's List) | ABA-approved Paralegal Certificate (4.0 GPA) | TEFL Certified with Business English Specialization


Ready to elevate your professional communication? Let's connect and discuss how authentic business expertise can accelerate your English language goals.

📧 JasonTEFLinstructor@gmail.com
📱 WhatsApp: +1 (602) 751-3957

taplio

The Battle

Dan Lathrop

Jason Antonino🔎

Followers

Posts

Engagements

Likes

Ready to grow your LinkedIn presence?