Accomplished finance and sales manager with expertise in credit analysis and financial reporting. Proven ability to enhance customer engagement while managing operations effectively.
Overview
24
24
years of professional experience
Work History
Finance and Sales Manager
Crabtree Motor Group
Milford
06.2024 - Current
Analyzed credit reports to determine appropriate financing solutions for clients.
Managed daily operations of sales team to enhance customer engagement.
Maintained accurate records of finance transactions and customer interactions.
Reviewed and processed finance applications for timely approvals and funding.
Equities Trader
Self Employed
Monroe
05.2020 - 06.2024
Analyzed market trends to inform trading strategies and decisions.
Executed trades across various equity markets efficiently and accurately.
Developed risk management strategies to protect capital and optimize returns.
Conducted research on companies for informed investment choices and recommendations.
Finance Manager
Honda of Westport
Westport
09.2018 - 03.2021
Assisted in resolving financing issues through effective communication with lenders.
Educated customers on loan terms and payment structures during consultations.
Developed relationships with local banks to expand financing options for clients.
Developed strategies to increase auto finance sales volume while maintaining profit margins.
Negotiated loan terms and conditions with banks, credit unions, and other lending institutions.
Owner/Operator
TNC Properties
Shelton
07.2008 - 04.2018
Managed daily operations and ensured smooth restaurant functioning.
Oversaw staff recruitment, training, and scheduling for optimal performance.
Implemented marketing strategies to enhance customer engagement and loyalty.
Maintained compliance with health and safety regulations in all areas.
Created budgets for food costs, staffing needs, overhead expenses, and capital investments.
Reviewed financial statements and analyzed sales data to identify trends and develop new business opportunities.
Finance Director
Lexus of Westport
Westport
09.2001 - 07.2008
Managed automotive financing processes and documentation for customer transactions.
Trained staff on finance policies and compliance regulations in automotive industry.
Developed relationships with banks and lenders to enhance financing options.
Ensured timely processing of contracts and accurate record-keeping practices.
Negotiated loan terms and conditions with banks, credit unions, and other lending institutions.