Experience

Guidant Financial

• United States
• Financial Services
• 1 - 100 Employee

• Senior Financing Consultant

  • Jun 2016 - Present

  Bellevue, Washington I am a national expert in a specialized form of business financing that allows you to invest qualified retirement funds into a business you own and control. This IRS approved strategy allows you to be your own angel investor. I consult with business professionals to help people use this strategy and identify, evaluate, and obtain other types of capital also needed to buy and/or grow a business. Since 2016, I have financed over 1050 small businesses and helped create over 12,650 jobs for people… Show more I am a national expert in a specialized form of business financing that allows you to invest qualified retirement funds into a business you own and control. This IRS approved strategy allows you to be your own angel investor. I consult with business professionals to help people use this strategy and identify, evaluate, and obtain other types of capital also needed to buy and/or grow a business. Since 2016, I have financed over 1050 small businesses and helped create over 12,650 jobs for people in the U.S. using various strategies including: The Rollover for Business Startup Program (R.O.B.S), SBA Loans. Portfolio Loans, 401k Loans, Home Equity Lines of Credit, Seller Financing, Working Capital loans, Unsecured Financing and Equipment Leasing. Guidant Financial is a rapidly growing fin-tech company. We’re building the next generation of technology enabled solutions to increase the number of people who succeed in small business. In total, Guidant has helped over 20,000 entrepreneurs in all 50 states to invest more than $4 billion in funds to start small businesses, resulting in more than 85,000 U.S. jobs created. Show less



homeInteg

• Real Estate
• 1 - 100 Employee

• Business Specialist

  • Apr 2011 - Jun 2016

  Kirkland, Washington I am one of 13 business banking specialists in the state of Washington for Wells Fargo. A consistent top performer for the last 4 years, a nominated Star Performer Champion 3 times, and elected to the Western Mountain Region business advisory council (handpicked from candidates across 6 states). I am a relationship builder, connector and manager for business owners, helping businesses find solutions to their business needs. Specialties include business incubation, start-ups, SBA lines of… Show more I am one of 13 business banking specialists in the state of Washington for Wells Fargo. A consistent top performer for the last 4 years, a nominated Star Performer Champion 3 times, and elected to the Western Mountain Region business advisory council (handpicked from candidates across 6 states). I am a relationship builder, connector and manager for business owners, helping businesses find solutions to their business needs. Specialties include business incubation, start-ups, SBA lines of credit, commercial real estate financing, medical practice finance lending, raising capital, and business banking account services (including merchant processing, payroll, Treasury management offerings, and insurance). I generally work with businesses with less than $20 million in annual revenue. Show less



Groundbreakers

• Non-profit Organizations
• 1 - 100 Employee

• Founder & Chief Volunteer

  • Apr 2010 - Aug 2011

  Groundbreakers is making monumental steps to bring solutions and hope to disadvantaged men and women. Current work includes a new program which serves to create community for the homeless, offering an opportunity to change lives with educational and work programs focused in sustainable and organic agriculture. The program aims to offer work skills, self-respect and a deep understanding of sustainability, which we believe are fundamental to reintegration into society. It also offers local… Show more Groundbreakers is making monumental steps to bring solutions and hope to disadvantaged men and women. Current work includes a new program which serves to create community for the homeless, offering an opportunity to change lives with educational and work programs focused in sustainable and organic agriculture. The program aims to offer work skills, self-respect and a deep understanding of sustainability, which we believe are fundamental to reintegration into society. It also offers local farmers hard-to-find seasonal labor, and makes organic produce available to low-income families, schools, and shelters. Our Vision: To transform lives and unite our community for a stronger, healthier and more educated economy. Our intention is to provide disadvantaged men and women the opportunity to reclaim their self-worth, find employment, and replicate the strength offered through The Groundbreakers’ Program in other metropolitan areas across the country. Our Mission: To educate and empower the homeless through vocational training in sustainable organic food production, which supports community farmers and low or no-income families gain more access to healthy produce. Our Values: Compassion, Community, Growth, Dignity, Opportunity, Hope, Respect Show less



SageListings

• Business Director

  • Nov 2008 - Jul 2010

  SageListings offers an alternative approach to commercial real estate sales. We help investors and owners of commercial real estate buy and sell property through an innovative auction marketing platform. We maximize value for our clients by showing how "Greening" their buildings can impact a properties return on investment. SageListings is on a mission to use green technology to eliminate CO2 emissions and increase energy efficiency, while providing liquidity for commercial property owners and… Show more SageListings offers an alternative approach to commercial real estate sales. We help investors and owners of commercial real estate buy and sell property through an innovative auction marketing platform. We maximize value for our clients by showing how "Greening" their buildings can impact a properties return on investment. SageListings is on a mission to use green technology to eliminate CO2 emissions and increase energy efficiency, while providing liquidity for commercial property owners and banks. My team and network of real estate professionals across the country give credibility to the demand of our services. A client list is available upon request. Services include: -Real Estate Auction Strategy/Campaign Management -Green Retrofit Planning for Existing Buildings -Land Entitlement -Land Remediation Strategy/Planning -Buyer Representation and Due Diligence -Property Management Consulting -Real Estate Valuations...And More. Show less



Sage Properties, Inc.

• Co-Founder

  • Nov 2006 - Dec 2008

  Sage is your unique solution for making smarter decisions regarding commercial real estate. Real estate data should be more affordable and transparent to owners, investors, tenants and brokers. So we decided to provide solutions, and engage this community on-line to: * Discover real time estimates of value for commercial property for free and in real-time - no hassles. * View over 30 million properties & sales transactions across the nation for free. *… Show more Sage is your unique solution for making smarter decisions regarding commercial real estate. Real estate data should be more affordable and transparent to owners, investors, tenants and brokers. So we decided to provide solutions, and engage this community on-line to: * Discover real time estimates of value for commercial property for free and in real-time - no hassles. * View over 30 million properties & sales transactions across the nation for free. * Explore industry resources in Sage Advice, a Q & A Forum designed to help you find answers to questions you need to make smarter decisions regarding property. * Find professionals, share resources, get endorsed, refer a colleague, make deals happen. * Access highly qualified leads from those looking to buy, sell, or exchange property for a monthly fee. Show less



Weidner Investment Services

• Regional Director

  • Mar 2006 - Oct 2007

  Responsible for 12 large scale multifamily housing communities with an annual budget of $22+ million in Washington state. Seasoned experience working with value-added commercial real estate investors and repositioning several multifamily communities into profitable and valuable community additions in Seattle. Deployed a comprehensive tenant and credit risk profile process to minimize bad debt and total annual write-offs. Strategically managed large scale property repositions and marketing… Show more Responsible for 12 large scale multifamily housing communities with an annual budget of $22+ million in Washington state. Seasoned experience working with value-added commercial real estate investors and repositioning several multifamily communities into profitable and valuable community additions in Seattle. Deployed a comprehensive tenant and credit risk profile process to minimize bad debt and total annual write-offs. Strategically managed large scale property repositions and marketing campaigns. Hiring and development manager for over 60 associates...and more. Show less



CTL Management/Randall Realty

• Regional Director

  • Jun 1999 - Mar 2006

  Directly responsible for a large portfolio of multifamily assets ($180+ million), the training and development of over 35 associates and the deployment of marketing and management strategies to increase the value of each project. Contributions include initiating improved processes for internal management performance audits, preventative maintenance training campaigns, large scale renovation planning, strategic planning committee direction and more.