Brandy Williams
Private Equity
Santa Rosa Beach,United States
Summary
High-achieving senior executive bringing expertise in business planning, revenue development, and change management. Offers 12 years of leadership in business services, healthcare, financial, hospitality, along with entrepreneurial, forward-thinking mindset, and demonstrated track record of accomplishment.
Overview
1
1
Certification
3
3
years of post-secondary education
14
14
years of professional experience
Work History
Business Development Manager
Credit Suite, Inc.
Tampa, FL
11.2020 - 08.2021
- Collaborated with sales and marketing departments to support business objectives.
- Collaborated with company departments to develop new strategies to capitalize on market trends.
- Performed research to uncover potential clientele, markets and industries.
- Generated new business with marketing initiatives and strategic plans.
- Developed and executed strategic initiatives to implement key changes and improvements in business development.
ISO Manager
LRM Capital, LLC
New York, NY
08.2017 - 04.2020
- Exceeded targets by building, directing and motivating high-performing sales team.
- Coached sales associates in product specifications, sales incentives and selling techniques, significantly increasing customer satisfaction ratings.
- Assessed each location's individual and team performances, analyzing data trends to determine best methods to improve sales results.
- Collaborated with senior executives to evaluate performance in regional area and develop strategies to expand revenue generation.
Director
PrimeBridge Capital, Inc.
Orlando, FL
02.2018 - 08.2018
- Analyzed information to determine viability and rebalance portfolio.
- Organized financing for each deal by sourcing funds from private and public groups.
- Assessed companies dealing with difficulties to identify possible corrective strategies based on financial and operational data.
- Generated ideas within various sectors, including financial services.
- Focused teams on developing innovative and cutting-edge approaches at all levels with effective resource allocation and strategic planning.
- Leveraged marketplace trends to create solutions and refine business strategies.
- Evaluated investment potential of companies with thorough assessments of historical data, operational activities and future objectives.
- Led weekly meetings with Executives to analyze spending and provide financial recommendations.
- Assessed and interpreted complex financial data to understand investments and recommend optimal courses of action.
Chairman & Chief Executive Officer
Phoenix Financial Holdings, Inc
Orlando, FL
06.2009 - 12.2016
- Provided recommendations on board of directors on group's effectiveness, actions and future plans.
- Chaired shareholder meetings, disseminating information and fielded questions.
- Coached and guided senior managers to improve effectiveness and policy enforcement, resulting in improved employee job satisfaction and higher performance levels.
- Increased company revenue by $45MM through leveraged buyout strategies.
- Prepared organization for forecasted demand levels through effective operational planning.
- Negotiated terms of business acquisitions to increase business base, solidify market presence and diversify offerings.
- Organized financing for each deal by sourcing funds from private investors and mezzanine funds.
- Evaluated investment potential of companies with thorough assessments of historical data, operational activities and future objectives.
- Cultivated forward-thinking, inclusive and performance-oriented business culture to lead industry in innovation and push progress.
- Worked with department heads to stay current on needs and offer high-level support for day-to-day operations.
Deputy Finance Director
New Home Development, LLC
Ocala, FL
05.2006 - 09.2008
- Assessed expansion plans and presented costs to forecast trends and recommend changes.
- Established and enforced controls on revenue and expenses to protect company assets.
- Mitigated process gaps and managed all operational functions, including account openings, trades, documentation, regulatory compliance and marketing collateral.
- Performed feasibility analysis to evaluate potential development sites.
- Researched demographics of local homeowners to identify target consumers.
- Resolved discrepancies between borrowers, lenders and financial institutions with detail orientation and efficiency.
- Collaborated with sales agents, financial planners and accountants to attract clients and enhance beneficial partnerships.
- Protected company assets with strategic risk management approaches.
- Analyzed financial statements against forecasts to prepare high-level variance analysis.
Education
Ph.D. - Psychology
Northcentral University
San Diego, CA 05.2020 - 06.2023
Masters of Science of Law - International Taxation & Financial Services
Thomas Jefferson School of Law
San Diego, CABBA - Finance
Thomas Edison State University
Trenton, NJCertificate - Investment & Portfolio Management
New York Institute of Finance
New York, NYSkills
Strategic planning
Operational leadership
Policy development and optimization
Organizational turnaround
Mergers & acquisitions
Business start up
Negotiation
Risk mitigation
Business Development
Human resources knowledge
Certification
T he GAFM Global Academy of Finance and Management - Chartered Portfolio Manager (CPM)
Timeline
Business Development Manager
Credit Suite, Inc.
11.2020 - 08.2021
Ph.D. - Psychology
Northcentral University
05.2020 - 06.2023
Director
PrimeBridge Capital, Inc.
02.2018 - 08.2018
ISO Manager
LRM Capital, LLC
08.2017 - 04.2020
Chairman & Chief Executive Officer
Phoenix Financial Holdings, Inc
06.2009 - 12.2016
Deputy Finance Director
New Home Development, LLC
05.2006 - 09.2008
Certificate - Investment & Portfolio Management
New York Institute of Finance
BBA - Finance
Thomas Edison State University
Masters of Science of Law - International Taxation & Financial Services
Thomas Jefferson School of Law