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Experience

    • United States
    • Financial Services
    • 1 - 100 Employee
    • Managing Partner
      • Jan 2022 - Present
    • United States
    • Financial Services
    • 1 - 100 Employee
    • M&A Advisor | Director of Business Development
      • Jan 2022 - Oct 2023
    • United States
    • Accounting
    • 100 - 200 Employee
    • Director Of Business Development
      • Jul 2022 - Jun 2023

      Omega Accounting Solutions is a nationally recognized and leading accounting firm. As a Director of Business Development my general responsibilities included sourcing new partnerships to assist their clients with filing for Federal Tax Credit Incentives such as the Employee Retention Credit (ERC) and (R&D) Research and Development Tax Credits. During my tenure I successfully onboarded over 130 new referral partners, facilitated over 200 client introductions, fostering strong relationships… Show more Omega Accounting Solutions is a nationally recognized and leading accounting firm. As a Director of Business Development my general responsibilities included sourcing new partnerships to assist their clients with filing for Federal Tax Credit Incentives such as the Employee Retention Credit (ERC) and (R&D) Research and Development Tax Credits. During my tenure I successfully onboarded over 130 new referral partners, facilitated over 200 client introductions, fostering strong relationships between the referral partners and potential clients. Generated approximately $2 million in sales and $300,000 in revenue for the company. Additionally, I developed a pipeline of approximately $8 million in pending sales and an estimated $1.2 million in pending revenue at the time of my departure. Show less

    • United States
    • Banking
    • 1 - 100 Employee
    • Vice President of Business Development
      • Feb 2022 - Jan 2023

      Dallas, Texas, United States In addition to sourcing financing deal opportunities. I provided comprehensive evaluation of various aspects to assess the creditworthiness and risk associated with lending funds to small businesses. This primarily included understanding the business’ financial health through review of the business financials. I assisted in ensuring a well-structured business plan that outlines goals, operations, market analysis, and financial projections. Responsible for Identification of assets that can be… Show more In addition to sourcing financing deal opportunities. I provided comprehensive evaluation of various aspects to assess the creditworthiness and risk associated with lending funds to small businesses. This primarily included understanding the business’ financial health through review of the business financials. I assisted in ensuring a well-structured business plan that outlines goals, operations, market analysis, and financial projections. Responsible for Identification of assets that can be used as collateral to secure the loan and identifying the Debt-Service Coverage Ratio (DSCR). Other duties include confirming a business’ Industry and Market Analysis, Management and Experience, Legal and Regulatory Compliance, Use of Funds and Repayment Plan. Show less

    • United States
    • Business Consulting and Services
    • 1 - 100 Employee
    • Advisor, Mergers & Acquisitions
      • Jan 2020 - Feb 2022

      Dallas/Fort Worth Area At Zweig Group, a leading advisory and consulting firm for the AEC industry,(Architecture, Engineering, and Construction), I had the privilege to serve as an advisor on their M&A team. During my tenure my primary responsibilities included helping businesses navigate the complex process of buying, selling, merging, or divesting assets. This included understanding of deal sourcing, deal flow management, business valuations, deal structuring, target conversion, negotiating favorable terms and LOI… Show more At Zweig Group, a leading advisory and consulting firm for the AEC industry,(Architecture, Engineering, and Construction), I had the privilege to serve as an advisor on their M&A team. During my tenure my primary responsibilities included helping businesses navigate the complex process of buying, selling, merging, or divesting assets. This included understanding of deal sourcing, deal flow management, business valuations, deal structuring, target conversion, negotiating favorable terms and LOI execution, assisting through due diligence, and advising during integration. In 2021 I was part of the deal team and contributed to our record breaking success of $300MM in M&A transactions at Zweig Group Show less

    • United States
    • Financial Services
    • 200 - 300 Employee
    • M&A Business Development (Investment Banking)
      • Apr 2018 - Jan 2020

      Dallas/Fort Worth Area At Generational Equity I was an advisor on buy-side and sell-side engagements representing middle-market companies. During my tenure I was responsible for sell-side business development efforts to significantly enhance targeted opportunities and deal flow. I accomplished this by partnering with the firms lead deal makers in the implementation of marketing strategies, creating a competitive process for deal execution. This included but was not limited to cold outreach, email campaigns… Show more At Generational Equity I was an advisor on buy-side and sell-side engagements representing middle-market companies. During my tenure I was responsible for sell-side business development efforts to significantly enhance targeted opportunities and deal flow. I accomplished this by partnering with the firms lead deal makers in the implementation of marketing strategies, creating a competitive process for deal execution. This included but was not limited to cold outreach, email campaigns, screening opportunities, conducting buyer interviews, understanding market conditions, reporting market feedback, and other duties.

    • Senior Business Advisor (Investment Banking)
      • Feb 2018 - Apr 2018

      Dallas/Fort Worth Area

    • United States
    • Religious Institutions
    • 1 - 100 Employee
    • Youth Pastor
      • Apr 2013 - Jan 2015

      Dallas, Texas, United States

Education

  • Liberty University
    Bachelor of Science in Business Administration — Real Estate
  • Champions School of Real Estate - Lone Star College Tomball
    Real Estate License, Real Estate
    2015 - 2016
  • Community College of the Air Force
    Security Forces Training Certificate, Criminal Justice and Corrections
    2006 - 2006

Community

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