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Yyyyyy x. yyyyyy

0000 xxxxxx xxxx , xxxx , xxxxx 00000 • (xxx-xxx-xxxx •


Performance-driven leader and B.S. in Financial Management candidate eager to offer strong Financial Analysis, Strategic Planning, Client Relations, Branch Operations, New Business Development, and Regulatory Compliance experience toward maximizing an employer s bottom-line.


Profile of Qualifications


         Integral leader who develops, analyzes, and interprets financial data to optimize profits in coordination with business goals, along with streamlining operations processes to increase bottom-line results within high-volume environments.

         Ambitious self-starter who excels at proficiently evaluating financial markets; identifying profitable business growth opportunities; defining strategies for capturing new clientele; and handling all budgeting, modeling, and forecasting.

         Out-of-the-box thinker who offers core knowledge of mortgage and insurance trends, along with demonstrating talents in interfacing among a diverse clientele to create targeted individual plans within an ever-changing economy.

         Top performer who holds valid Property, Casualty, and Life Insurance licenses.


Professional Synopsis


Shield Insurance Agency, LLC, Columbus, OH                                                                                                                   2009 C Present


President / Owner

         Utilize broad scope of industry knowledge and dynamic business acumen toward driving the start-up of a high-volume insurance agency, including overseeing registration, licensing, E&O, and signing with insurers to place client policies.

         Recruit, train, and manage top-performing teams while maximizing use of resources to meet and / or exceed goals.

         Boost profits by initiating targeted marketing for distribution designed to produce prospects for client conversions.


Trinity Financial Group, LLC, Columbus, OH                                                                                                                         2004 C 2008


President / Owner

         Strategically steered operations of a successful mortgage company, including handling all registration, licensing, team building / training, benefits administration, payroll, and attainment of lenders to place client mortgages with.

         Conceptualized, planned, and implemented innovative marketing pieces to achieve growth within competitive markets.


Beneficial, Columbus, OH                                                                                                                                                            2000 C 2004


Branch Sales Manager (2002 C 2004)

         Applied strong leadership talents toward directing account executives and sales staff, including managing branch profit / loss encompassing business growth, credit quality, expense control, payables, and $33 million in receivables.

         Built and sustained productive operations by recruiting, training, and supervising results-focused branch teams.

         Developed and implemented forward-thinking action plans for branch and individual team member objectives.

         Directed internal / external sourcing for business development, and interpreted policies to ensure compliance.


Senior Account Executive (2000 C 2002)

         Expertly handled sales and servicing of companywide secured / unsecured products, including maximizing new money advanced, selling insurance products as appropriate, and contributing to overall branch Loan Account Gain.

         Generated substantial sales via internal / external marketing of loan products, along with receiving and reviewing applications to ensure appropriate information was received; reviewing applications upon suspension, pending, and / or approval; providing proper follow up and maintenance; and accepting and post countering payments.


Greentree Mortgage Services, Plymouth Meeting, PA                                                                                                       1998 C 1999


Senior Loan Originator

         Drove bottom-line results by performing aggressive cold calling, determining loan qualifications based on corporate criteria, acquiring documents, meeting stipulations prior to loan closing, and closing and notarizing all loans.


Additional entrepreneurial, leadership, accounting, and senior data analyst experience held prior to 1998 with Mighty Tidy, LLC, Barnes & Noble, Inc., and InfoCision Management Corporation, among others, provided upon request.




Bachelor of Science in Financial Management (In Progress)                                                                        Franklin University

Extensive Business Management Coursework                                                                Delaware County Community College

Extensive Accounting Coursework                                                                                                                           Temple University

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