Experience

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  Mortgage America

  • Reno, Nevada

  • Sales Manager

    • Jan 2002 - Mar 2005
    • Reno, Nevada

    Advised clients about the best loans available for their needs, gathered the documentation throughout the process, ordered the appraisal and communicated directly with the underwriter to ensure that the loan gets approved.

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  The National Estate Plan, Inc.

  • Reno, Nevada

  • Regional Vice President

    • Jun 2000 - May 2001
    • Reno, Nevada

    Directed and provided product support, strategic development and educational advancement in the area of estate planning for over 175 financial advisors and 70 attorneys throughout the Western United States. Recruited and trained financial planners and attorneys to obtain the Certified Estate Plan...

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  Kostech Corporation

  • Reno, Nevada

  • National Sales Manager

    • Nov 1999 - Apr 2000
    • Reno, Nevada

    Ko$tech was a dot.com startup that provided seamless investor relations websites to public traded companies through InformedInvestors.com and E-Relations.com. Great concept but the dot.com bubble burst March 2000.

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  Witzend Products

  • Seattle, Washington

  • Owner and Chief Finanacial Officer

    • Oct 1995 - Apr 1998
    • Seattle, Washington

    Co-owner of a novelty product company which launched "The Resolver." Acquired funding, directed all financial matters, and helped manage the marketing and production functions.

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  Kemper Securities, Inc

  • Bellevue, Washington

  • Vice President - Investments

    • Mar 1993 - Oct 1995
    • Bellevue, Washington

    Skilled in portfolio management, with comprehensive knowledge of investment vehicles, including strategic and financial planning, economic and financial analysis, risk management, and asset allocation.

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  Paine Webber Group

  • Bellevue, Washington

  • Investment Executive

    • Oct 1991 - Mar 1993
    • Bellevue, Washington

    Skilled in portfolio management, with comprehensive knowledge of investment vehicles, including strategic and financial planning, economic and financial analysis, risk management, and asset allocation.

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  Merrill Lynch

  • Seattle, Washington

  • Financial Consultant

    • Jan 1991 - Oct 1991
    • Seattle, Washington

    Skilled in portfolio management, with comprehensive knowledge of investment vehicles, including strategic and financial planning, economic and financial analysis, risk management, and asset allocation.

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  Porsche Cars North America

  • United States
  • Motor Vehicle Manufacturing
  • 700 & Above Employee

  • Sales Promotions Manager

    • Aug 1988 - Jul 1989

    Supervised the production and distribution of all of Porsche's marketing point-of-sale materials.

  • Marketing/Sales Promotion Program Administrator

    • May 1987 - Aug 1988

    Managed six national dealership incentive programs for Porsche, with an average cost of $4 million each.Assisted in the coordination of Porsche's television and print advertisement/placement, product videos, point-of sales material for the dealerships, and other marketing collaterals.

  • Marketing Financial Coordinator

    • Aug 1985 - May 1987

    Coordinated Porsche's $35 million national marketing budget with finance and the company's executive level.Assisted the VP of Marketing and the National Sales Manager with television and print advertisement and other collaterals.Managed Marketing's account receivables and payables.Created and produced monthly, quarterly and annual budget analysis and forecasts.Technical writing for point-of sales material.

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  First Interstate Bank of Nevada

  • Reno, Nevada

  • Financial Analysis Officer

    • Dec 1984 - Aug 1985
    • Reno, Nevada

    Prepared and presented financial forecasts, budgets and profit plans for senior management and Bancorp.Prepared and presented "Flash" reports for senior management.