Zachary Mitchell
Palm Harbor,FL
Summary
Results-driven business professional with experience in business development, sales leadership, and operational strategy across financial services, logistics, legal recovery, and healthcare industries. Proven ability to build strategic partnerships, negotiate contracts, manage high-volume pipelines, and lead teams in fast-paced environments. Skilled in CRM systems (HubSpot, Redtail), multi-channel marketing, investor presentations, and international business expansion. Licensed insurance professional (2-15, previously held) currently pursuing Mortgage Loan Originator (MLO) licensure. Successfully passed Series 65 and Securities Industry Essentials (SIE) examinations.
Results-driven executive professional with extensive experience in driving organizational success. Skilled in strategic planning, operational management, and fostering collaborative work environment. Known for reliability and adaptability in achieving business objectives and leading teams.
Experienced with strategic planning, operational management, and team leadership. Utilizes effective communication and decision-making skills to drive organizational success. Track record of fostering innovation and improving operational processes.
Overview
8
8
years of professional experience
Work History
President
First Priority Recovery Solutions
Tampa
01.2026 - Current
- Lead business development and operations for a foreclosure recovery and surplus funds firm
- Build and manage relationships with attorneys, lenders, mortgage servicers, and real estate professionals
- Negotiate service agreements, referral partnerships, and compensation structures to drive revenue growth
- Implement CRM systems and lead tracking workflows to manage high-volume pipelines
- Analyze foreclosure filings, court records, and legal documents to identify recovery opportunities
- Design and execute multi-channel marketing campaigns (SMS, ringless voicemail, automated outbound calling)
- Recruit, train, and manage a sales team of 3–4 representatives
- Develop targeted outreach strategies based on foreclosure timelines to improve conversion rates
CEO / Co-Founder & Business Consultant
First Priority International / Cauca Valley International
Palm Harbor
12.2024 - 09.2025
- Developed a comprehensive business plan and investor prospectus for a large-scale CBD and nutraceutical operation
- Presented to investors outlining capital requirements, projected returns, and expansion strategy
- Built partnerships with leading cannabis brands including Cookies, Jungle Boys, Doja, Monster Vape, and Ricky Williams Cannabis
- Conducted research on extraction technology, lab infrastructure, and cultivation systems
- Sourced equipment globally and negotiated pricing aligned with investor budgets
- Helped assemble a multidisciplinary team of scientists, agricultural professionals, and operational staff
- Contributed to product development strategy, crop planning, and operational workflows
- Supported international expansion initiatives and cross-border business development
CEO / Business Owner
First Priority Transport LLC
Palm Harbor
04.2022 - 08.2025
- Managed daily operations across freight brokerage, business development, customer relations, marketing, and finance
- Implemented growth strategies that expanded client base and increased revenue
- Built relationships with carriers, brokers, and clients to drive consistent deal flow
- Streamlined processes to improve efficiency and profitability
- Oversaw compliance, financial tracking, and operational performance
Business Specialist
CWB Medical Solutions LLC
Largo
04.2022 - 08.2022
- Prospected and engaged medical providers to deliver tailored supply solutions
- Built strong client relationships to increase retention and satisfaction
- Managed order fulfillment and ensured timely delivery
- Implemented follow-up systems to improve customer loyalty
Client Service Director
PFS Signature Wealth
Tampa
05.2018 - 09.2021
- Managed relationships with 100+ client accounts ensuring high-quality service
- Coordinated meetings and prepared financial reports for advisors
- Assisted with compliance, account maintenance, and financial planning support
- Served as primary point of contact for clients, resolving issues and building trust
- Improved internal organization systems for efficiency
Education
Bachelor of Science - Business Administration (Financial Planning)
Liberty University
Lynchburg, VA05.2018
Skills
- Business Development & Strategic Partnerships
- Sales Strategy & Contract Negotiation
- CRM Systems (HubSpot, Redtail) & Marketing Automation
- Investor Relations & Capital Raising
- Legal Research & Case Analysis
- Team Leadership & Training
- Operations Management & Process Improvement
- International Market Expansion
- Leadership team building
- Organizational leadership
- Strategic planning
- Operational excellence
Timeline
President
First Priority Recovery Solutions
01.2026 - Current
CEO / Co-Founder & Business Consultant
First Priority International / Cauca Valley International
12.2024 - 09.2025
CEO / Business Owner
First Priority Transport LLC
04.2022 - 08.2025
Business Specialist
CWB Medical Solutions LLC
04.2022 - 08.2022
Client Service Director
PFS Signature Wealth
05.2018 - 09.2021
Bachelor of Science - Business Administration (Financial Planning)
Liberty University