Barbara Fennell
Bel Air,MD
Summary
Experienced business coach and advisor with 8+ years of experience providing strategic guidance, tailored solutions, and actionable advice to help clients achieve their business goals. Specializing in analyzing financial and marketing data, identifying areas of improvement, and developing innovative solutions to optimize business operations. Passionate about helping small business owners succeed, and experienced in developing and executing growth strategies, creating effective business plans, and advising on financing. Experienced public speaker and presenter, delivering engaging and informative sessions on a variety of topics. Dedicated in providing exceptional client service and building long-term partnerships with clients.
Overview
8
8
years of professional experience
Work History
Small Business Advisor
The Fennell Group LLC
Bel Air, MD
04.2019 - Current
- Experienced business coach and advisor with 5+ years of experience providing strategic guidance, tailored solutions, and actionable advice to help clients achieve their business financing goals.
- Expertise in reviewing business financial statements, tax returns, credit reports, business plans, business debts, financial statements, Profit & Loss and Balance Sheets, Cash flow reports, Articles of Incorporation, commercial leases, franchise agreements.
- Create and publish own social media content to market my business and serve as a public speaker on business credit and financing.
- Experienced public speaker and presenter, delivering engaging and informative sessions on a variety of topics such as business credit, financing opportunities within banking and government.
Loan Specialist
US Small Business ADM/ODA
Fort Worth, TX
06.2020 - 01.2021
- Review applications submitted to Cares Act EIDL for completeness and accuracy in accordance with federal legislation and SOP's.
- Independently make request on what documents are needed from applicant in order to analyze/evaluate to determine feasibility of granting loans in accordance with program guidelines.
- Observed regulatory, compliance and security policies and procedures to keep data as safe as possible from breaches.
- Identified problem areas within loan portfolio, analyzed risks and suggested appropriate approval or decline. Submitted loan applications to underwriter for verification and recommendations.
Account Executive
Atlantic Business Consultants
Towson, MD
03.2015 - 04.2019
- Determined needs, delivered solutions, and overcame objections through consultative selling skills.
- Negotiated pricing programs with new clients to maintain consistent revenue flow while protecting profit margin.
- Built and strengthened relationships with new and existing accounts to drive revenue growth.
Education
No Degree - History Teacher Education
Certification - Interior Decorator
03.2013
Skills
- Business Communications
- Social Media Content Creator
- Public Speaking
- Coaching Leadership
- Business Strategies
- Business Partnerships
- Sales and Marketing Support
- Client Needs Assessment
- Credit Analysis
- Customer Relationship Management
- Financial Consulting
Volunteer Work
As a volunteer Business Advisor, I provide strong communication and interpersonal skills using my experience in business development and operations. I must use the ability to think strategically and develop creative solutions for business owners and entrepreneurs who are seeking direction. I am able to work independently and be highly organized and detail-oriented, utilizing my strong understanding of business needs. As a volunteer Business Advisor I am able to provide guidance, support, and mentorship to those I advise.
Timeline
Loan Specialist - US Small Business ADM/ODA
06.2020 - 01.2021
Small Business Advisor - The Fennell Group LLC
04.2019 - Current
Account Executive - Atlantic Business Consultants
03.2015 - 04.2019
University of Maryland - Baltimore County - No Degree, History Teacher Education
Penn Foster Career School - Certification, Interior Decorator