Experience

Croak Capital

• United States
• Financial Services
• 1 - 100 Employee

• Wealth Management Advisor

  • Jul 2023 - Present



J E Johnson and Associates

• Toledo, Ohio Metropolitan Area

• Managing Partner

  • Oct 2018 - Present

  - Established relationships with Real Estate Investors, Sellers, and Contractors to create opportunities to collaborate on real estate solutions for property owners. - Placed bids on real estate for sale while successfully negotiating sales price with Seller and repair prices with Contractors. - Orchestrated project management within the organization to ensure Contractor deadlines were met, continuous workflow, and client satisfaction. - Established relationships with Real Estate Investors, Sellers, and Contractors to create opportunities to collaborate on real estate solutions for property owners. - Placed bids on real estate for sale while successfully negotiating sales price with Seller and repair prices with Contractors. - Orchestrated project management within the organization to ensure Contractor deadlines were met, continuous workflow, and client satisfaction.



Western & Southern Financial Group

• United States
• Financial Services
• 700 & Above Employee

• Financial Services Representative

  • Jan 2021 - Jan 2022

  Analyze financial information obtained from clients to determine strategies, financial services, and products to help them meet and exceed their financial objectives Build and maintain a client base, keeping client financial plans current while acquiring new clients on an ongoing basis Sell financial services and investments including life insurance, annuities, mutual funds, and managed money investment options Analyze financial information obtained from clients to determine strategies, financial services, and products to help them meet and exceed their financial objectives Build and maintain a client base, keeping client financial plans current while acquiring new clients on an ongoing basis Sell financial services and investments including life insurance, annuities, mutual funds, and managed money investment options



Steel Plate

• United States
• Mining
• 1 - 100 Employee

• Account Executive

  • Aug 2017 - Oct 2018

  - Established relationships with prospective clients and key stakeholders to strategize and execute on solutions - selling raw carbon steel plate to territories to include the United States and Canada. ◦ Achieved 121% of annual sales goal - awarded a cruise for outstanding sales performance. - Cultivated vendor partnerships to negotiate materials pricing and secure resources not contained within inventory to close deals. Collaborated with Purchasing Department to provide quotes for multi-million-dollar construction bid proposals. - Orchestrated project management within the organization to ensure deadlines were met, continuous workflow, and client satisfaction. Show less



Suwanee Sports Academy

• United States
• Spectator Sports
• 1 - 100 Employee

• Assistant Director of Basketball Development

  • Jan 2016 - Aug 2017

  - Increased participation and profits of the Basketball Development and Training department through the planning, implementation, and management of new programs to include camps, training, leagues, clinics, and tournaments - and increased engagement through strategic social media management. - Developed and delivered proposals to Executives to market programs to the community ◦ Implemented 2 summer camps resulting in triple YOY growth, operating at 130% registration. ◦ Launched Hoops360 social media marketing strategy that led to > 5,000 followers, heightened program awareness, and higher program participation. - Designed business plans while serving as Head Coach for training camps in the year, including 17U AAU. Show less



Elite Fundamentals Basketball Academy

• Atlanta Metropolitan Area

• President and Head Coach

  • May 2013 - Jan 2016

  Extensive Business and Project Management) - Generated consistent sales growth in all areas of the business through a hands-on approach to training, education, coaching, and youth development. - Chaired the business' operation through Sales and Marketing leadership, scheduling games, practices, coach and officials' meetings, community partnerships - resulting in > 10k in scholarships. - Hired and mobilized a team of business sports professionals to run each program and report back on successes, metrics involving participation, engagement, and revenue. Show less



Clayton County Public Schools

• United States
• Primary and Secondary Education
• 700 & Above Employee

• Associate Head Coach, Long-Term Substitute, Paraprofessional

  • Aug 2011 - May 2013

  (Various Educational/Administrative Management) - Successful in increasing student productivity by 58% as teacher and ISS Administrator and reduced returned visits to inschool-suspension by 48%. - Created strategies for offense and defense of the Boys Varsity Basketball Team; led college recruitment coordination and scholarships, off-cycle conditioning, and fundraising activities. (Various Educational/Administrative Management) - Successful in increasing student productivity by 58% as teacher and ISS Administrator and reduced returned visits to inschool-suspension by 48%. - Created strategies for offense and defense of the Boys Varsity Basketball Team; led college recruitment coordination and scholarships, off-cycle conditioning, and fundraising activities.



Home Savings of America

• Financial Services
• 1 - 100 Employee

• Senior Lending Officer

  • Feb 2008 - Jul 2011

  - Originated and closed over $30,000,000 in residential, commercial, and consumer loans. - Responsible for processing, pre -underwriting, and loan pre-approval within specified limits. - Ordered property title work, appraisal, employment verifications, etc. for each mortgage file - Closed loans and prepared the loan package for post-closing submission. - Originated and closed over $30,000,000 in residential, commercial, and consumer loans. - Responsible for processing, pre -underwriting, and loan pre-approval within specified limits. - Ordered property title work, appraisal, employment verifications, etc. for each mortgage file - Closed loans and prepared the loan package for post-closing submission.



Bank of America

• United States
• Banking
• 700 & Above Employee

• Assistant Vice President -- Client Manager

  • Apr 2007 - Aug 2008

  Career Progression: Personal Banker, Branch Manager, Private Client Manager) - Managed a portfolio of mass affluent clients with assets totaling more than $100,000,000 - Advised clients on wealth management strategies for banking deposit products, investments, and real estate holdings. - Managed a commercial loan portfolio of > $54,000,000, leading to its increase of 56% in a 13 month timeframe. - Raised branch deposits by 39% YOY through strategic marketing which led to substantial referrals for various bank and investment products. Show less



Jackson

• United States
• Financial Services
• 700 & Above Employee

• Senior Internal Wholesaler

  • Sep 2006 - May 2007

  - Managed a wholesaling partnership with an outside sales executive ensuring production of revenue levels and territory profitability - Collaborated with financial advisers to assess their client's financial needs and developed strategic financial planning solutions to achieve their goals - Increased territory run rate from 78% -- 94% in Q4 - Generated new accounts in two separate territories that increased profitability by 42% and 28%. - Fueled growth of territories to 118% and 109% of target Show less