Experience

Westwood Funding

• United States
• Financial Services
• 1 - 100 Employee

• Director of Acquisitions and Capital Growth

  • Nov 2023 - Present

  Fort Lauderdale, Florida, United States



Westwood Funding

• Senior Executive of Capital Growth

  • Jan 2022 - Present

  Fort Lauderdale, Florida, United States



In-Tune: The Collective Effect

• Creative Director/Producer

  • Sep 2013 - Present

  New York, NY - Record, review, edit & eliminate unnecessary audio/visual feedback to produce clear quality recordings and promotional content. - Collaborate closely with partners/clients to create custom vision/content - sonically and visually. - Develop, create and/or outsource the necessary pieces to position and build partners/clients entrepreneurial portfolio. - Create marketing/promotional plans for ideas/products - music, merchandise, infomercials, etc. - Prepare vision, design and… Show more - Record, review, edit & eliminate unnecessary audio/visual feedback to produce clear quality recordings and promotional content. - Collaborate closely with partners/clients to create custom vision/content - sonically and visually. - Develop, create and/or outsource the necessary pieces to position and build partners/clients entrepreneurial portfolio. - Create marketing/promotional plans for ideas/products - music, merchandise, infomercials, etc. - Prepare vision, design and outline goal board for partners, as per client’s request. Show less



Sosa Enterprise World Wide LLC

• Consultant

  • Jan 2014 - Present

  Fort Lauderdale, FL - Create a plan for strategic positioning with the clients, specifically entrepreneurs within the minority demographic. - Prepare a marketing plan that addresses each of the client’s core initiatives. - Recommend product positioning approaches for each new offering. - Contribute to content marketing and brand awareness efforts. - Outsource marketing and advertising materials. - Conduct client meetings dedicated to marketing, advertising and brand enhancement.



RFMF Services

• Financial/Marketing Manager –Advisory, Risk Advisory Solutions

  • Nov 2018 - Dec 2021

  Fort Lauderdale, FL - Support clients including engagement set-up, financial/medical analysis, monitoring & reporting. - Ensure data integrity of transaction processing - qualifications, medical assessment and billing. - Assist with investment/valuation analysis related to current engagements and new opportunities. - Liaise with Finance & Risk Management as a subject matter resource in related accounting and risk management policies. - Provide technical support, marketing campaigns/ideas… Show more - Support clients including engagement set-up, financial/medical analysis, monitoring & reporting. - Ensure data integrity of transaction processing - qualifications, medical assessment and billing. - Assist with investment/valuation analysis related to current engagements and new opportunities. - Liaise with Finance & Risk Management as a subject matter resource in related accounting and risk management policies. - Provide technical support, marketing campaigns/ideas, implementation of web developing software and guidance for the firm's engagement in risk management systems. Show less



Business Funding of New York (BFN)

• Senior VP of Acquisitions

  • Mar 2016 - Nov 2018

  Boca Raton, FL - Prepare and assist in strategic planning for clients portfolio - financial statements and contributions with the compiling, drafting, editing, processing & auditing of all contracts/documents. - Coordinate partners/clients monthly with Finances & Accounts Payable to disperse and collect the necessary charges. - Communicate with Rates & Compliance & Accounts Receivable to implement new rates and to minimize interest/credit balances. - Provide monthly financial reports and support… Show more - Prepare and assist in strategic planning for clients portfolio - financial statements and contributions with the compiling, drafting, editing, processing & auditing of all contracts/documents. - Coordinate partners/clients monthly with Finances & Accounts Payable to disperse and collect the necessary charges. - Communicate with Rates & Compliance & Accounts Receivable to implement new rates and to minimize interest/credit balances. - Provide monthly financial reports and support documentation as requested for all contracts/documents processed. - Maintain and audit all documents kept for filing while performing special projects and other duties as needed. Show less



Miami Gold Mine

• Billing Specialist

  • Sep 2014 - Jan 2016

  Fort Lauderdale, FL - Prepare bills for assigned clients/partners. - Audit billing files to verify the accuracy and completeness of all billing transactions. - Assist in transfers, edits, write-offs, and finalizing all bills. - Work with Client Compliance to finalize transactions and/or verify e-bill submissions in a timely manner. - Work closely on client or partner requests.