Business Experience
Business Owner – 45 years – vast experience in financial markets
Mortgage Broker & Lending Specialist – originated portfolio of over $75,000,000
Real Estate Investor – multiple properties – complete oversight
Branch/District Sales Manager – managed 100’s of agents, multi-million dollar budget
Consultant – financial, business and corporate consultant for over 25 years
Education
Doctor of Business Administration – Ph.D. – Management Analysis
Master of Business Administration – MBA –
Insurance & Finance Management
Bachelor of Business Administration –
Sales & Marketing
Graduate of International Academy – Computer Science, Programming & Systems Analysis
Areas of Expertise
Loans & Lines of Credit - Invoice, Inventory & Equipment Financing - Insurance -
Business Continuation Plans -
Money & Risk Management - Business Consulting - Investment Planning - Asset Allocation - Real Estate - Marketing - Sales - Corporate Planning & Structures - Forecasting
Business Experience
Business Owner – 8 years – managed multiple
non-profit associations
Small Business Lending Specialist - Business Loans & Lines of Credit. Invoice, Inventory & Equipment Financing. SBA Loans & Business Consulting
Independent Insurance Agent – Specializing in life, health & group insurance for small businesses
Non-Profit Management – 13 years - managed
multi-million dollar budget
Corporate Event Planning – planned corporate events/fundraisers
Energy Project Management – managed
multi-million dollar energy projects
Education
Master of Business Administration – MBA – International Business
Bachelor of Business Administration – Business & International Business
Certified Association Executive/Competent Toastmaster
U.S. Chamber of Commerce – Institute for Organization Management Graduate
Areas of Expertise
Loans & Lines of Credit - Management Consulting - Strategic Planning - Project Financing - Business & Leadership Development - Insurance - Sales -
Board Development - Team Leadership -
Business Plans - QuickBooks
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