Summary
Overview
Work History
Education
Skills
Certification
Timeline
BusinessDevelopmentManager

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, CA

BBA - Finance

Thomas Edison State University
Trenton, NJ

Certificate - Investment & Portfolio Management

New York Institute of Finance
New York, NY

Skills

Strategic planning

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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

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