Dynamic, articulate and experience Management Professional with an in-depth understanding of loan processing, asset management and client relations, eager to integrate exceptional track record of managing complex portfolios and optimizing investment results toward supporting the goals of a progressive financial industry employer. 

 

Core Competencies

   Strong Technical and Business Acumen

   Exceptional Problem Solving Skills

   Interact with C-Level Decision Makers

   Train, Develop and Mentor Teams

   Portfolio Management Strategies

   Network Development/Market Penetration

   Understand Competitive Landscape

   Perform In-Depth Needs Analysis

 

Professional Profile

 

   Cultivate meaningful internal/external alliances to strengthen position and influence cooperation.

   Respected; gain the cooperation, buy-in and trust of staff, peers, management and clients with ease.

   Lead teams to excel in individual and group performance targets; acknowledged mentor and motivator.

   Adaptable to a variety of industries; quickly understand the culture, language and nuance of business needs, leverage exceptional consultative sales talent to identify client needs and formulate strategies to meet those needs.

 

 

2008 to 2010:  The Warne Company, Inc. , Phoenix, AZ - Construction Manager

   Provided key leadership and oversight for the design and construction of a 43,000 sq.ft laboratory and office building for the parent company of Western Technologies, Inc; applied strong project management, team building and communication talents to effectively execute project completion on time and on budget.

 

2001 to 2006:  Lytham Partners, LLC., Phoenix, AZ - Financial Relations Executive

   Drove investor relations strategies to enhance market positioning and capture market share; participated in key industry functions to cultivate relationships with decision makers including CEO,s, Chief Financial Officers, Analysts and Fund Managers. 

   Consistently exceeded performance expectations for revenue and profitability results.

 

1997 to 2001:  Charles Schwab & Co., Phoenix, AZ - Registered Representative

1995 to 1997:  Dean Witter Reynolds, Inc., Scottsdale, AZ - Registered Representative

   Established client base and drove revenue and profit goals through an exceptional ability to build solid client relationships.

   Reviewed portfolios, made investment recommendations, and gained significant customer satisfaction feedback.

   Gained recognition and awards for exceptional work performance; selected by senior management to train and develop new staff members in best practices for sales and closing success.

 

Additional Related History

 

1987 to 1995:  Chase Manhattan Bank, N.A., Scottsdale, AZ - Manager, Special Assets

1986 to 1987:  Merabank, N.A., Phoenix, AZ - Manager, Special Assets and REO

1984 to 1996:  Western American Financial Corporation, Phoenix, AZ - VP/REO Officer

 

Education

University of Wisconsin Law School - Juris Doctor with an focus on real estate, tax, contract law and estate planning.

Wisconsin State University - Bachelor of Arts Degree, Political Science with a minor in History