Client-focused leader with expertise in business development, account servicing and client relationship management eager to contribute talents toward supporting a dynamic organization in optimizing revenue while building a long-term career as a key team member.

 

Ø  Strong analytical background with the ability to work independently on multiple projects with specialized experience in information management, financial analysis and budgetary planning, tactical product branding and exposure initiatives, sales and marketing methodologies, operational efficiency practices, conflict management and effective communication techniques, research and data analysis, strategic planning, organization development and change management.

Ø  Comprehensive understanding of the sales, marketing, and advertising arena due to advanced practical and academic training. 

Ø  Knowledgeable in all facets of brand building to include policy development and implementation, merchandising, advertising and training.

Ø  Excel in defining and implementing policies, procedures and operational systems that boost productivity, efficiency and quality of the organization.

Ø  Competent leader and mentor who is able to create a team environment, including building collaborative relationships, training peers to perform at maximum efficiency, and the capacity to form cross-functional coalitions in order to ensure knowledge is shared across departmental lines.

Ø  Proven ability to adapt strong process knowledge and technical skills to diverse organization needs. 

Ø  Technology savvy and proficient in multiple software systems including; Windows XP, MS Office Suite, Calyx Point Platform, Top Producer (Real Estate Software), and Sales Logix (CRM). 

 

 

 

Ø  Demonstrate dynamic leadership qualities and strong communication skills in successfully steering planning meetings and delivering comprehensive strategies.

Ø  Capable of in-depth research and data analysis with the purpose of improving brand awareness and product exposure to various market segments.

Ø  Embrace organization initiatives and mission statement.

Ø  Develop and implement numerous protocols and policies with the purpose of identifying and resolving relevant client issues in a proactive manner. 

Ø  Work to standardize cross-departmental protocols between various departments in order to break down silo mentality and increase knowledge sharing.

Ø  Skilled at managing multiple projects and leading teams in cross-functional, concerted efforts.

Ø  Stay abreast of most up-to-date research and data in order to offer most viable services to client base. 

Ø  Provide staff support and mentoring whenever necessary.

Ø  Resolve issues quickly through careful data analysis including technical and functional information.

Ø  Actively collaborate with multidisciplinary teams and departmental resources to optimize training efficacy.

Ø  Actively consult with clients to identify needs and provide customized presentations of optimal financing/refinancing solutions, while capturing high volume of new business for the employer.

 

Senior Account Manager, Capital Advance Leasing & Financial                              2008-2009

 

  Primary responsibilities included analysis and support related to structure equipment leasing/ financing solutions for domestic and international companies.  Specific functions included;

  Communication with C-Level executives in various industries in Aerospace, Retail, Auto, Service, Food, Technology, Healthcare, Energy;

  Closed equipment finance/lease opportunities with clients through strategic sales and marketing methodologies;

  Analyzed and made recommendations to management by evaluating various company annual balance sheets, income statement, and cash flow statement.

  Average closed transactions: $500K C $10M.

Senior Account Executive, Unifund Financial Group                                                 2006-2008

 

  Primary responsibilities include the evaluation of credit and consulting to clients related to residential purchases and refinances for home loans.  Specific functions included;

  Generated new business and established new leads by actively networking with realtors, financial planners, certified public accountants and builders.

 

Financial Analyst, Merrill Lynch                                                                                  2004-2006

 

  Primary responsibilities included analysis and interpretation of monthly variances and trends between budgets as well as actual and prior results used to develop projections and forecast, track and review gross and net sales.  Specific functions included;

  Created NPV, IRR, discount cash flow;

  Development of ROI models and assessment and interpretation of compound financial data;

  Preparation of various financial reports for utilization by executive management. 

 

Outside Sales Representative, Cingular Wireless                                                     2001-2004

 

  Primary responsibilities included the selling and distribution of communication devices to business clients through strategic and aggressive marketing methods.

  Consistently exceeded monthly quota by 15-25% and maximized revenue growth and exceeded corporate goals and objectives on a consistent basis.

 

 

n Bachelor of Science - Finance, McNeese State University

n License C California Real Estate

n License C Tax Preparation Specialist for Low Income, Internal Revenue Service & Department of Revenue