Performance-driven business professional with high integrity, a strong work ethic, and vast sales experience.
Overview
15
15
years of professional experience
Work History
CFO
Raze International Inc
Shadyside, OH
06.2022 - 11.2025
Monitored cash flows and identified areas of risk or opportunity.
Prepared annual budget plans, quarterly forecasts, and monthly closing activities.
Developed and implemented financial strategies to increase efficiency and reduce costs.
Reviewed financial statements on a regular basis to ensure accuracy of reported information.
Cultivated relationships with banking institutions to secure favorable terms on loans and lines of credit.
Analyzed financial data to identify trends and recommend solutions for improvement.
Senior Loan Originator
Cardinal Financial
Charlotte, NC
12.2019 - 04.2022
Managed continuous pipeline of over 20 loans, totaling average of $2 Million in financing per month.
Performed daily maintenance of loan applicant database.
13 State MLO Licenses : Arizona, California, Colorado, Connecticut, Georgia, Kentucky, North Carolina, South Carolina, Minnesota, Ohio, Pennsylvania, Tennessee, Washington DC
Adhered to Federal and State compliance guidelines relative to retail mortgage lending.
Cultivated partnerships with individuals and firms to better promote products meeting customers' needs.
Analyzed applicants' financial status, credit and property evaluations to determine feasibility of granting loans.
Director of Corporate Wellness
Lead Capital
Sarasota, FL
12.2017 - 11.2019
Oversaw personnel recruitment, performance, and scheduling.
Collaborated effectively with interdisciplinary teams to deliver quality employee care.
Designed and implemented employee performance reviews and discussed improvement strategies with each team member.
Oversaw personnel recruitment, performance and scheduling.
President of Sales /Owner/Operator
Evolution Fitness LLC
Sarasota, FL
02.2011 - 11.2017
Planned and developed strategies to increase sales and territory.
Boosted profit margins by effectively managing expenses, budget and overhead, increasing closings and optimizing member retention.
Managed, hired and trained high performing sales and support team while maximizing profitability by setting performance benchmarks for customer service, cost control, revenue, and profits.
Education
Bachelor of Science - Bachelor's of Psychology, Bachelor's of Physiology
Ohio University
Athens, OH
2007
Skills
3 Years C Suite level experience
Team building and management - 15 years
B2B sales and profit maximization - 19 years
Project Management
Timeline
CFO
Raze International Inc
06.2022 - 11.2025
Senior Loan Originator
Cardinal Financial
12.2019 - 04.2022
Director of Corporate Wellness
Lead Capital
12.2017 - 11.2019
President of Sales /Owner/Operator
Evolution Fitness LLC
02.2011 - 11.2017
Bachelor of Science - Bachelor's of Psychology, Bachelor's of Physiology