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Title Financial Services Wealth Management
Target Location US-DE-Lewes
Email Available with paid plan
Phone Available with paid plan
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Candidate's Name
Street Address  Forest Drive Mobile: PHONE NUMBER AVAILABLELewes, DE Street Address  EMAIL AVAILABLEOBJECTIVE:To combine and utilize my marketing and business experience of driving developmental strategies and relationship building to maintain multimillion-dollar growth which will significantly stabilize and consistently grow a foundation of satisfied customers who are well-served and highly recommend my services to others. I would like to take my entrepreneurial experience and invest it in a company that is open to growth and welcomes aggressive and passionate salesmanship.EDUCATION:Elon UniversityBachelor-- Double Major - Business Administration and Marketing SUMMARY OF QUALIFICATIONS:Outstanding record of achievement by targeting new accounts and acquiring market share leadership despite highly competitive surroundings.Track record of developing and managing client relations, needs assessment, advertising sales, and improving sales team performance.Skilled in coaching, training, and mentoring.Grasps and applies new ideas, techniques, and concepts. An executive leader, responsible for people management and compliance, as well as financial and fiduciary responsibilities of organizations.EXPERIENCE:06/2016-Present Lewes, DECambria Concrete ServicesSales/Managing PartnerSold and closed concrete and General Contractor services to Local Builders as well residential homeowners in a specific geographic region in Delaware. Sold $2.4 million in services in 2022. Managed the full process from permitting, building and final inspection of each job. 05/2009-06/2016 Baltimore, MDCBC National BankThe Branch ManagerBuilt relationships with clients to ensure repeat and referral service. Originated residential and commercial loans with realtors, title companies, financial planners, and insurance agents-B2B Sales. Successfully built an in-house team of loan originators and managed their pipelines and closings. 09/2007-07/2009 Bethesda, MDBanker, Pantheon Capital, Inc.Commercial OriginatorOriginated private equity and debt opportunities within the commercial real estate industry. Closely worked with fund managers to build trust and maintain relationships to finalize the sale of multiple distressed assets ranging from residential lots to multifamily buildings. Facilitated meetings to ensure forward motion and clear understanding of all goals, timelines, and objectives. Worked with commercial developers to secure financing for their projects from construction financing to final Fannie Mae take out loans.Candidate's Name
Mobile: PHONE NUMBER AVAILABLE page 22004-2007 Vienna VAUMG Mortgage, LLCVice-President UMG Financial, Inc.Acquired the licensing to become a nationally recognized correspondent/warehouse lender. Directed new-hire training and orientation as well as mentoring programs. Responsible for evaluations of direct reports and managing evaluation process companywide. I Handled interpersonal conflict and promoted teamwork by facilitating conflict management and team building activities. I created an environment that loan officers thrived in, which was based on support, timely commissions and true opportunity for advancement. Processed over $85 million in residential loans per month, which created the opportunity to develop other financial services that focused on the wealth management of high net-worth individuals, title insurance and Mortgage protection insurance. 2001  2004 Herndon, VAPlatinum Capital GroupBranch ManagerLearned the business and went out on my own again. Started a franchise otherwise known as a net-branch of an existing lender business that allowed us to go out and build a local client base into repeat relationships with realtor offices, local banks fall out loans and VA loan marketed leads which lead us to a successful transition into licensed lending. We processed over$15 million in loans per month as a branch. We built solid broker relationships with outside niche lenders. 1999  2001 Fairfax, VAMortgage and Equity Funding, Inc.Senior Loan OfficerDecided to give someone elses business a try and learn something new that was service based. Established relationships with local bank branches, realtors, financial advisors, and insurance brokers to originate residential mortgages.Self-generated 100% of sales during entire tenureClosed over $130 million in conforming and sub-prime loans. 1997-1999 Myrtle Beach, SCCarolina Enclosures, Inc.President/Co-FounderInvested in an ran a franchise of a high-end sunroom company. Acquired franchise from leading manufacturer of sunroom products. Acquired a base of 300 customers. We exceeded $2 million in sales in 18 months and then learned my first real lesson of products within business. Fully understand your market no matter how good your product is. If your market cant afford your product, it wont take long for that to be realized. $80,000 sunrooms arent a great match for $200,000 homes.1994 -1997Day traded, flipped several pieces of real estate and traveled through Europe. 1989-1994 Sterling, VAFour Four-Plus Communications, Inc.OwnerCertified reseller of cellular services.My first real experience as an entrepreneur. This job set the tone for a career in sales and made me accountable for my own production, which in turn became my income. I focused on selling cellular phone service to small and mid-sized corporate accounts. Acquired a base of over 1,500 corporate accounts that paid a residual income for the life of the client. This was achieved through primarily cold calling and exposure at trade shows. I exceeded my first-year revenue goal of $800,000 in annual sales and was able to sell my book of business after five years for a 3X multiple of revenue.REFERENCES: Available upon request

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