Summary
Overview
Work History
Education
Skills
Timeline
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Nick Asfoor

Monterey,CA

Summary

Multi-faceted, efficient, and reliable professional with more than ten years of experience supporting executives and managers to improve internal operations for large and small organizations. Diversified skill sets coveringSales, Business Development, Customer Relationship Management, Account Management, Direct Sales, and Lead Generation with a demonstrated success and history of working in the financial services industry.

Overview

14
14
years of professional experience

Work History

Finance & Business Development Manager - West

Crossroads Equipment Lease And Finance, LLC
02.2018 - Current
  • Establish and grow commercial truck and trailer vendor footprint for Crossroads in California, Washington, Oregon, Utah and surrounding territories
  • Top performing sales rep in 2019, 2020, 2021, 2022, 2023 YTD
  • Achieved 180+ % of goal in 2019 & 2020, 200% + of goal in 2021, 2022. 200% + of goal 2023 ($62mm)
  • Total funding at Crossroads: $250mm+
  • Significantly influenced and demonstrated to executive management to significantly grow our outside vendor footprint
  • Set a company record in 2019, 2020, 2021, 2022
  • On-boarded the majority of new and used truck and trailer dealerships, large bonafide OEM dealers in CA, OR, WA & UT
  • Several non-stop referral sources
  • Many long held direct customer relationships with continuous business
  • Many direct customers with excellent established commercial credit
  • Deep ties to the transportation industry on the West Coast
  • Managed and trained 6 sales associates
  • Provided a significant amount of market intelligence for Crossroads to grow vendor footprint on the West Coast
  • Facilitated development of funding times, turn around times for credit and speed and efficiency of documentation processes to be in line with competitors
  • Defined strategic vision for outside vendor network
  • Aligned organizational objectives with company mission to increase business growth and integrate work strategies.
  • Identified and pursued valuable business opportunities to generate new company revenue and improve bottom line profit.
  • Supported operations management, sales, and marketing efforts to increase revenue and overall financial health.

Regional Business Development Officer

Wells Fargo Middle Market Group
03.2016 - 02.2018
  • Identified and grew profitable relationships with manufacturers, equipment wholesalers and commercial vehicle vendors as well as end users
  • Analyzed pertinent information to determine creditworthiness of prospective and existing clients
  • Played an integral role in the sales cycle and leverage skills of lead generation, sourcing,financial analysis, credit analysis, product knowledge and presentation
  • Sound knowledge of equipment finance and leasing
  • Negotiated and structure commercial loan transactions to satisfy bank requirements and borrowers' needs
  • Developed referral sources and centers of influence through networking and attending business community events
  • Cultivated strong internal and external partnerships to effectively exceed sales goals and generate bank revenue

Associate

Morgan Stanley
10.2014 - 03.2016
  • Facilitate in the development of solutions uniquely tailored to high net worth client requirements
  • Reviewed clients' accounts and financial plans regularly to determine whether life changes, economic changes, or financial performance indicated a need for plan reassessment
  • Structured creative and flexible financing solutions to meet the demands of various businesses and individuals
  • Monitored financial market trends to ensure that plans are effective
  • Conducted research, collected data and prepared appropriate reporting based upon client parameters
  • Established and proactively managed various high net worth business and individual client accounts
  • Maintained key client relationships

Resource Mobilization Liason (Contract)

Defense Language Institute
03.2014 - 09.2014
  • Ensured the development and maintenance of office databases and knowledge systems
  • Cooperated in developing appropriate communications instruments for partnership development
  • Completed research projects as required
  • Analyzed and assembled data for report preparation
  • Monitored, tracked and organized marketing and communications materials
  • Strengthened internal capacity to identify, broker and execute partnerships
  • Reviewed policies and procedures and updated where needed
  • Assembled supporting documentation as needed to submit proposals and report
  • Assisted team in identifying process improvements
​​

Program Coordinator

Defense Language Institute
12.2010 - 02.2014
  • Effectively managed and facilitated all ARMY OPI (Oral Proficiency Interview) Requests for each individual student around the world
  • Maintained constant contact with Control Officers around the world in their respective military installations
  • Contributed in preparing US Army personnel, American diplomats and other professionals in advancing U.S. foreign affairs interests overseas and in Washington
  • Daily contact with the American Council on the Teaching of Foreign Languages (ACTFL)
  • Coordinated with the Foreign Service Institute (FSI) in DC, DLI Monterey, DLI Washington, and ACTFL for further processing of OPI Requests
  • Assisted in creating global versatile online program for more effective and efficient request authorizations
  • Processed more than 15,000 OPI requests
  • Maintained constant communication with supervisor and peers regarding the daily activities of OPI requests around the world
  • Worked with and assisted all division personnel to ensure mission success
  • Established and maintained a systematic process to track all requests
​​

Investment Associate

NCW Group Wealth Management
01.2010 - 12.2010
  • Support the senior members of the investment team in their delivery of investment solutions to clients
  • Monitor and provide guidance on the markets to internal and external clients
  • Prepare investment policy statements for prospective clients 
  • Analyze economic trends/activities and advise the effects on the investors portfolios Recommend changes to the investors holdings after evaluating the economic, financial and market factors and the potential impact on the investors portfolios
  • Engage clients on investment themes and solutions, and assist in the execute of the investment solutions
  • Attend internal and external meetings to stay current on financial markets

Education

Pacific Midwest Business Banking Academy
Los Angeles
2016

Bachelor of Science - Business Management

California Polytechnic State University
San Luis Obispo, CA
2009

Skills

  • Results oriented
  • Excellent written and verbal communication
  • Client relations
  • Business development
  • Personable professional
  • Innovative problem solving
  • Strong computer skills
  • Quick learner
  • Highly analytical
  • Flexible and adaptable
  • Organized and efficient

Timeline

Finance & Business Development Manager - West

Crossroads Equipment Lease And Finance, LLC
02.2018 - Current

Regional Business Development Officer

Wells Fargo Middle Market Group
03.2016 - 02.2018

Associate

Morgan Stanley
10.2014 - 03.2016

Resource Mobilization Liason (Contract)

Defense Language Institute
03.2014 - 09.2014

Program Coordinator

Defense Language Institute
12.2010 - 02.2014

Investment Associate

NCW Group Wealth Management
01.2010 - 12.2010

Pacific Midwest Business Banking Academy

Bachelor of Science - Business Management

California Polytechnic State University

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