Experience

Senior Care Authority

• United States
• Individual and Family Services
• 1 - 100 Employee

• Area Owner; Certified Senior Advisor

  • Mar 2023 - Present

  Senior Care Authority is a national, full service senior placement and consulting firm. I help families find solutions that match the medical needs, physical abilities, financial budget and social preferences for their aging parent. We also offer programs for Eldercare consulting, Beyond Driving with Dignity, Peace of Mind Visits and benefit programs for employees whose parents are in need of our services. Please check out my website for more information:… Show more Senior Care Authority is a national, full service senior placement and consulting firm. I help families find solutions that match the medical needs, physical abilities, financial budget and social preferences for their aging parent. We also offer programs for Eldercare consulting, Beyond Driving with Dignity, Peace of Mind Visits and benefit programs for employees whose parents are in need of our services. Please check out my website for more information: https://www.seniorcareauthority.com/locations/pittsburgh-pa/ Show less Senior Care Authority is a national, full service senior placement and consulting firm. I help families find solutions that match the medical needs, physical abilities, financial budget and social preferences for their aging parent. We also offer programs for Eldercare consulting, Beyond Driving with Dignity, Peace of Mind Visits and benefit programs for employees whose parents are in need of our services. Please check out my website for more information:… Show more Senior Care Authority is a national, full service senior placement and consulting firm. I help families find solutions that match the medical needs, physical abilities, financial budget and social preferences for their aging parent. We also offer programs for Eldercare consulting, Beyond Driving with Dignity, Peace of Mind Visits and benefit programs for employees whose parents are in need of our services. Please check out my website for more information: https://www.seniorcareauthority.com/locations/pittsburgh-pa/ Show less



Reliance First Capital, LLC

• United States
• Financial Services
• 200 - 300 Employee

• HR Recruiter

  • Feb 2014 - Mar 2023

  Always looking for talented Loan Officers or Inside Sales Professional who are passionate to help home owners improve their financial situation. We handle a plethora of loan options for borrowers to choose when Refinancing or Purchasing a home. Our LO's pride ourselves on the level of customer service we provide our customers to best match the loan program that fits their wants and needs. If you are looking to improve your career path or want a free analysis on your current mortgage… Show more Always looking for talented Loan Officers or Inside Sales Professional who are passionate to help home owners improve their financial situation. We handle a plethora of loan options for borrowers to choose when Refinancing or Purchasing a home. Our LO's pride ourselves on the level of customer service we provide our customers to best match the loan program that fits their wants and needs. If you are looking to improve your career path or want a free analysis on your current mortgage situation, please contact me at 412-773-6322. I look forward to speaking to you! Show less Always looking for talented Loan Officers or Inside Sales Professional who are passionate to help home owners improve their financial situation. We handle a plethora of loan options for borrowers to choose when Refinancing or Purchasing a home. Our LO's pride ourselves on the level of customer service we provide our customers to best match the loan program that fits their wants and needs. If you are looking to improve your career path or want a free analysis on your current mortgage… Show more Always looking for talented Loan Officers or Inside Sales Professional who are passionate to help home owners improve their financial situation. We handle a plethora of loan options for borrowers to choose when Refinancing or Purchasing a home. Our LO's pride ourselves on the level of customer service we provide our customers to best match the loan program that fits their wants and needs. If you are looking to improve your career path or want a free analysis on your current mortgage situation, please contact me at 412-773-6322. I look forward to speaking to you! Show less



Reliance First Capital

• Mortgage Analyst

  • Jan 2012 - Mar 2023



Cash 4 Biness

• Financial Services
• 1 - 100 Employee

• Principal

  • Nov 2010 - Dec 2011

  Cash 4 Bizness helps small to medium size business with any kind of cash flow issues. When banks say "no", contact us! We look beyond typical bank products, loans and credit lines to find the right customized solution for each customer. Cash 4 Bizness is a member of the largest independent Business Finance Consultants Network with access to over a 100 funding sources - offering both traditional and nontraditional sources! We'll analyze your needs and you select the best solution for you… Show more Cash 4 Bizness helps small to medium size business with any kind of cash flow issues. When banks say "no", contact us! We look beyond typical bank products, loans and credit lines to find the right customized solution for each customer. Cash 4 Bizness is a member of the largest independent Business Finance Consultants Network with access to over a 100 funding sources - offering both traditional and nontraditional sources! We'll analyze your needs and you select the best solution for you and your business! Show less Cash 4 Bizness helps small to medium size business with any kind of cash flow issues. When banks say "no", contact us! We look beyond typical bank products, loans and credit lines to find the right customized solution for each customer. Cash 4 Bizness is a member of the largest independent Business Finance Consultants Network with access to over a 100 funding sources - offering both traditional and nontraditional sources! We'll analyze your needs and you select the best solution for you… Show more Cash 4 Bizness helps small to medium size business with any kind of cash flow issues. When banks say "no", contact us! We look beyond typical bank products, loans and credit lines to find the right customized solution for each customer. Cash 4 Bizness is a member of the largest independent Business Finance Consultants Network with access to over a 100 funding sources - offering both traditional and nontraditional sources! We'll analyze your needs and you select the best solution for you and your business! Show less



Fidelity Mortgage Team Powered By Benchmark Mortgage

• United States
• Financial Services
• 1 - 100 Employee

• Senior Sales Analyst

  • Mar 2004 - Dec 2007

  Fidelity was a 25-year old, billion dollar, debt-free publicly held company with 12 national offices (600 loan officers), I was a top 5% producer in Pittsburgh (120 loan officers), the #1 office in the US. As a top producer for 3 years, management often modeled my success for the branch where I conducted group trainings, acted as substitute manager as needed and developed sales lead systems. Actions • Sold customers on a 2-call close (which required proficient use of Fidelity’s… Show more Fidelity was a 25-year old, billion dollar, debt-free publicly held company with 12 national offices (600 loan officers), I was a top 5% producer in Pittsburgh (120 loan officers), the #1 office in the US. As a top producer for 3 years, management often modeled my success for the branch where I conducted group trainings, acted as substitute manager as needed and developed sales lead systems. Actions • Sold customers on a 2-call close (which required proficient use of Fidelity’s sales software). • Evaluated customer qualifications and customized solutions to meet their financial profile/needs. • Worked to achieve customer’s financial goals and educate them on improving their credit rating. Results Generated $20M in loans from 2005-07 (over $500K/month) worth $800,000 in fees. 2005 Top 5% producer: Won “President’s Award” 2006 Top 10% producer: Won “Governor’s Award” INITIATIVE INNOVATING NEW SALES LEADS Strategy Began to build relations with 2 debt collection companies where I settled debts when customers refinanced. The companies gave me information on their customers whom I called on (I then taught 6 other loan officers how to use my approach). Results Generated 40% of all sales leads on this first-ever program. INITIATIVE CREATING SELLING CONTESTS TO IMPROVE PRODUCTIVITY Strategy As Sr. Mortgage Analyst in Pittsburgh, created and operated sales contests to spark internal competition, build morale, and promote fun with daily sales. Results Created the most successful contest ever done in Fidelity’s history and copied by many offices. INITIATIVE FOSTERING SALES STAFF PRODUCTION Strategy After I mentored a few new employees, regional management noticed and asked me to start mentoring others. Results Staff I mentored were more successful and didn’t quit (notable in an industry with high turnover). Show less Fidelity was a 25-year old, billion dollar, debt-free publicly held company with 12 national offices (600 loan officers), I was a top 5% producer in Pittsburgh (120 loan officers), the #1 office in the US. As a top producer for 3 years, management often modeled my success for the branch where I conducted group trainings, acted as substitute manager as needed and developed sales lead systems. Actions • Sold customers on a 2-call close (which required proficient use of Fidelity’s… Show more Fidelity was a 25-year old, billion dollar, debt-free publicly held company with 12 national offices (600 loan officers), I was a top 5% producer in Pittsburgh (120 loan officers), the #1 office in the US. As a top producer for 3 years, management often modeled my success for the branch where I conducted group trainings, acted as substitute manager as needed and developed sales lead systems. Actions • Sold customers on a 2-call close (which required proficient use of Fidelity’s sales software). • Evaluated customer qualifications and customized solutions to meet their financial profile/needs. • Worked to achieve customer’s financial goals and educate them on improving their credit rating. Results Generated $20M in loans from 2005-07 (over $500K/month) worth $800,000 in fees. 2005 Top 5% producer: Won “President’s Award” 2006 Top 10% producer: Won “Governor’s Award” INITIATIVE INNOVATING NEW SALES LEADS Strategy Began to build relations with 2 debt collection companies where I settled debts when customers refinanced. The companies gave me information on their customers whom I called on (I then taught 6 other loan officers how to use my approach). Results Generated 40% of all sales leads on this first-ever program. INITIATIVE CREATING SELLING CONTESTS TO IMPROVE PRODUCTIVITY Strategy As Sr. Mortgage Analyst in Pittsburgh, created and operated sales contests to spark internal competition, build morale, and promote fun with daily sales. Results Created the most successful contest ever done in Fidelity’s history and copied by many offices. INITIATIVE FOSTERING SALES STAFF PRODUCTION Strategy After I mentored a few new employees, regional management noticed and asked me to start mentoring others. Results Staff I mentored were more successful and didn’t quit (notable in an industry with high turnover). Show less



Menasha Corporation

• United States
• Packaging and Containers Manufacturing
• 300 - 400 Employee

• Sales Manager/Assistant Manager

  • Mar 1996 - Sep 1998

  1996 – 1998 Sales Manager/Assistant Manager MENASHA PACKAGING Yukon, PA Overview While managing my own base of accounts, I helped a team of 5 junior reps develop selling skills and their territory, by booking appointments during morning and afternoon call-sessions. Became a certified in-house quality inspector and worked closely with QC and production to help the plant become ISO9001 certified. INITIATIVE TRAIN JR. SALES REPS TO BE HIGHLY EFFECTIVE BUSINESS… Show more 1996 – 1998 Sales Manager/Assistant Manager MENASHA PACKAGING Yukon, PA Overview While managing my own base of accounts, I helped a team of 5 junior reps develop selling skills and their territory, by booking appointments during morning and afternoon call-sessions. Became a certified in-house quality inspector and worked closely with QC and production to help the plant become ISO9001 certified. INITIATIVE TRAIN JR. SALES REPS TO BE HIGHLY EFFECTIVE BUSINESS DEVELOPERS Strategy Created a sales training class on: prospecting, phone scripts, overcoming objections, first meeting objectives, and ways to stand out from the competition. Course was so successful, I taught “Professional Selling Skills” at corporate HQ. Results Added $6 million in new business from national accounts; Book of the Month Club, Pepperidge Farm, Little Tikes, Smuckers, Hedstrom, Invacare, Rubbermaid, Kraft Food. INITIATIVE DEVELOPING THE DIVISION’S SINGLE LARGEST ACCOUNT Strategy Became the sales rep for the brand new Sony account, so important that the Menasha plant depended on my sales and servicing skills for future growth. Result First year results exceeded all expectations! Grew business to $170,000 a month Became Sony’s “Vendor of the Year” due to a zero defect record. Show less 1996 – 1998 Sales Manager/Assistant Manager MENASHA PACKAGING Yukon, PA Overview While managing my own base of accounts, I helped a team of 5 junior reps develop selling skills and their territory, by booking appointments during morning and afternoon call-sessions. Became a certified in-house quality inspector and worked closely with QC and production to help the plant become ISO9001 certified. INITIATIVE TRAIN JR. SALES REPS TO BE HIGHLY EFFECTIVE BUSINESS… Show more 1996 – 1998 Sales Manager/Assistant Manager MENASHA PACKAGING Yukon, PA Overview While managing my own base of accounts, I helped a team of 5 junior reps develop selling skills and their territory, by booking appointments during morning and afternoon call-sessions. Became a certified in-house quality inspector and worked closely with QC and production to help the plant become ISO9001 certified. INITIATIVE TRAIN JR. SALES REPS TO BE HIGHLY EFFECTIVE BUSINESS DEVELOPERS Strategy Created a sales training class on: prospecting, phone scripts, overcoming objections, first meeting objectives, and ways to stand out from the competition. Course was so successful, I taught “Professional Selling Skills” at corporate HQ. Results Added $6 million in new business from national accounts; Book of the Month Club, Pepperidge Farm, Little Tikes, Smuckers, Hedstrom, Invacare, Rubbermaid, Kraft Food. INITIATIVE DEVELOPING THE DIVISION’S SINGLE LARGEST ACCOUNT Strategy Became the sales rep for the brand new Sony account, so important that the Menasha plant depended on my sales and servicing skills for future growth. Result First year results exceeded all expectations! Grew business to $170,000 a month Became Sony’s “Vendor of the Year” due to a zero defect record. Show less



The Goddard School Franchise

• Owner/General Manager

  • Jan 1991 - Sep 1996

  G.M./Owner THE GODDARD SCHOOL FRANCHISE Cherry Hill, NJ Overview Bought Goddard’s 7th franchise and created the most profitable franchise of 36 schools in a 4-state region. INITIATIVE OVERCOME LACK OF NAME BRAND RECOGNITION Strategy Gorilla Marketing: Introduced myself to HR managers in the same industrial park and offered a “Park Special” discount. Made flyers distributed to local neighborhoods and grocers. Held Open Houses, and wrote articles published in a local… Show more G.M./Owner THE GODDARD SCHOOL FRANCHISE Cherry Hill, NJ Overview Bought Goddard’s 7th franchise and created the most profitable franchise of 36 schools in a 4-state region. INITIATIVE OVERCOME LACK OF NAME BRAND RECOGNITION Strategy Gorilla Marketing: Introduced myself to HR managers in the same industrial park and offered a “Park Special” discount. Made flyers distributed to local neighborhoods and grocers. Held Open Houses, and wrote articles published in a local newspaper Result Grew enrollment from 36% capacity to 102%. ‘92/’93/’94 “Brass Ring Award” for best center profitability, educational standards and innovation. ‘92/’93/’94/’95/’96 Voted “Best Preschool in Southern NJ” by local newspaper. Increased revenue 300%, from $15,000 to $45,000/month and sold the business at a 400% ROI. Show less G.M./Owner THE GODDARD SCHOOL FRANCHISE Cherry Hill, NJ Overview Bought Goddard’s 7th franchise and created the most profitable franchise of 36 schools in a 4-state region. INITIATIVE OVERCOME LACK OF NAME BRAND RECOGNITION Strategy Gorilla Marketing: Introduced myself to HR managers in the same industrial park and offered a “Park Special” discount. Made flyers distributed to local neighborhoods and grocers. Held Open Houses, and wrote articles published in a local… Show more G.M./Owner THE GODDARD SCHOOL FRANCHISE Cherry Hill, NJ Overview Bought Goddard’s 7th franchise and created the most profitable franchise of 36 schools in a 4-state region. INITIATIVE OVERCOME LACK OF NAME BRAND RECOGNITION Strategy Gorilla Marketing: Introduced myself to HR managers in the same industrial park and offered a “Park Special” discount. Made flyers distributed to local neighborhoods and grocers. Held Open Houses, and wrote articles published in a local newspaper Result Grew enrollment from 36% capacity to 102%. ‘92/’93/’94 “Brass Ring Award” for best center profitability, educational standards and innovation. ‘92/’93/’94/’95/’96 Voted “Best Preschool in Southern NJ” by local newspaper. Increased revenue 300%, from $15,000 to $45,000/month and sold the business at a 400% ROI. Show less