Experience

Outsmart Industries, Inc.
• United States
• Financial Services
• 1 - 100 Employee
• CFO / COO

  • May 2017 - Present

OutsmartTheBank
• United States
• Banking
• CFO / COO

  • May 2017 - Present


Outsmart Contractors, LLC

• CFO / COO

  • Jun 2018 - Present

  New and Remodel Residential Construction and Restoration New and Remodel Residential Construction and Restoration



Newbridge Consulting, LLC

• United States
• Business Consulting and Services

• President & CEO

  • Feb 2004 - Present

  President & CEO / Chairman of the Board Serves as President and CEO of a management, financial, information technology and marketing consulting firm providing services to many industries with focus on the mortgage broker/banking, real estate, construction, medical and action sports apparel industries. Works with senior management to assist in strategic planning, corporate restructuring, financial analysis for improved P & L performance, balance sheet maintenance to enhance credit qualifications. Establish comprehensive marketing plan to increase sales and top line growth. Design IT systems to optimize operational efficiency and productivity resulting in improved bottom line performance. Key Achievements: Developed business plan and facilitated raising investment capital for re-launch and market expansion of lead generation site FreeHomeRefi.com. Developed marketing plan and budgets to maximize ROI in multiple marketing channels including SEO, SEM, CPA, E-mail marketing, TV, Radio, etc. Work closely with FreeHomeRefi.com's senior management to oversee growth and insure profitability on target with plan. Assisted in facilitation of Operational Agreement between HomeLoanAdvisors.com and FirstPlus Financial, Inc. Assisted in building branch office operation and staffing for FirstPlus Financial, Inc. that reached profitability within first 3 months of operation. Assisted in development and implementation of marketing plan for launch of actions sports apparel brand Life on a Board. Developed sales platform and organization for Life on a Board to achieve penetration in the highly competitive Southern California markets.



RedZone Recruiting

• Senior Executive Recruiter

  • Apr 2015 - Jun 2016

  As a Senior Executive Recruiter for RedZone Recruiting, I team up with Enterprise Software/SaaS companies that range from $1MM to $200MM in yearly sales and are now looking to break away from the pack of their traditional network candidate pools. Together we build a game-changing type of line-up all together with our focus lying on Bag-Carrying, Hunter-Style, Field Players who consistently penetrate into the RedZone, cross the goal line and bring home the 'hardware'. Spaces I have worked in: ☁️Cloud Information Protection (CIP) ☁️Enterprise Performance Management (EPM) ☁️Corporate Performance Management (CPM) ☁️Content Delivery Management (CDM) ☁️Content Delivery Networks (CDN) ☁️Application Development ☁️Security Incident and Event Management (SIEM) ☁️Business Intelligence (BI) ☁️Analytics ☁️Customer Experience Management (CEM) ☁️Enterprise Feedback Management (EFM) ☁️Web Content Management (WCM) ☁️Voice of Customer (VoC) ☁️Identity and Access Management (IDAM) ☁️Application Lifecycle Management (ALM) ☁️Product Lifecycle Management (PLM) ☁️Application Performance Management (APM) ☁️Customer Relationship Management (CRM) ☁️Enterprise Systems Management (ESM) ☁️Human Capital Management (HCM) ☁️Enterprise Resource Planning (ERP) ☁️Endpoint Threat Detection (ETD) ☁️Enterprise Content Management (ECM) ☁️Mobile Device Management (MDM) ☁️Master Data Management (MDM) ☁️Unified Communication as a Service (UCaaS) ☁️Spearphishing ☁️Single Sign-On (SSO) ☁️Platform as a Service (PaaS) ☁️Integration Platform as a Service (IPaaS) ☁️Application Delivery as a Service (ADaaS)



50Caliber Recruiting

• United States
• Staffing and Recruiting
• 1 - 100 Employee

• Senior Executive Recruiter

  • Jan 2015 - Apr 2015

  As an Executive Recruiter at 50Caliber Recruiting base out of Newport Beach, CA (www.50caliberrecruiting.com), we specialized in building out Enterprise grade pre-sales and sales organizations for explosively growing, top VC-backed technology start-ups. We specifically conducted searches for Andreessen-Horowitz, Sequoia Capital, Bessemer Ventures or Greylock funded firms. Our focus lies in placing individuals all across North America, EMEA and APAC. Some of our current clients include PinDrop Security, Medallia, Quanitifind, Clearstory Data, ThreatStream, CipherCloud, Okta, Jobvite, InstartLogic and more. Nothing but the BEST! SEARCH DONE THE CORRECT WAY! We have established a truly different kind of search firm; a search firm that is laser-focused... never misses a delivery... and never has a candidate not selected for an interview. TARGETING THE BEST, FOR THE BEST! Not only do we target the best candidates, but we do it for the best clients... and we have also created a process that is both rewarding for all involved, and puts the "FUN" back into professional search. WE GET IT DONE QUICK It is our extended goal to turn our candidates into seven figure earners. Since we concentrate our focus on the recruitment of software sales professionals, we are always focused on a process which yields fast results and candidates that are never off target.



Maximus World LLC

• Director / Senior Management

  • Sep 2008 - Feb 2012

  Internet marketing and lead generation firm focused on lead generation in mortgage products (Refinance, Purchase, Loan Modification, Reverse Mortgage, etc.), Insurance products (Life, Health, Auto, etc.) along with various other financial products. Current web assets include FreeHomeRefi.com, QuoteGeneral.com and others. Assist management team in setting up management structure, job descriptions, accounting, sales, etc. Developed professional business and marketing plan in order to raise expansion capital. Directly involved in budgeting, formulating and modifying SEO, SEM, e-mail and other internet marketing initiatives.



J Stone Living, Inc

• Senior Management

  • Apr 2008 - Jul 2010

  Principal of a residential mortgage brokerage and banking firm originating loans in multiple states nationwide. Responsible for overall company licensing in multiple states and development of internal policies and procedures, establishment of relationships with lenders/investors, oversee compliance with all applicable state and federal requirements. Direct all operations for retail mortgage brokerage and mortgage banking business. Oversee major pricing decisions and perform monthly financial evaluations of company results. Establish new marketing channels. Provide cross-functional management: Direct the development and supervision of sales processes, management of loan processing, underwriting, funding and quality control procedures, establish and maintain relationships with lenders and Wall Street conduits for sale of loans in the secondary market. Direct the design and implementation of various technology solutions for enhanced management of productivity.



Newport Nationwide Capital LLC

• President & CEO / Managing Member

  • Oct 2004 - May 2008

  Serve as President and CEO of a mortgage brokerage and banking firm doing business in 24 states nationwide. Responsible for top line and bottom line growth consistent with company vision along with long and short-range strategic planning. Direct all operations for retail mortgage broker and mortgage banker. Redefine organizational structure, oversee major pricing decisions and perform monthly financial evaluations of company results. Establish new market channels. Provide cross-functional management: Direct the development and supervision of sales processes, management of loan processing, underwriting, funding and quality control procedures, establish and maintain relationships with lenders and Wall Street conduits for sale of loans in the secondary market. Direct the design and implementation of various technology solutions for enhanced management of productivity. Key Achievements: Took company from start-up to a profitable, fully functioning organization operating in multiples states across the country within two months. Opened new Internet marketing channels and adjusted sales techniques to improve conversion ratios 100% while reducing cost per closed loan by 35%. Established new strategic marketing alliances to diversify market channels for greater stability and consistency of production. Helped develop proprietary web based lead generation site (www.FreeHomeRefi.com) to reduce competition and cost per lead.



Spectrum Financial Group

• United States
• Financial Services
• 1 - 100 Employee

• Branch Manager

  • Mar 2004 - Nov 2005

  SFG is a mortgage lender based in Scottsdale, Arizona. I served as as a Vice President/Branch Manager with responsibilities for opening and managing a new branch office located in Irvine, California. SFG is a mortgage lender based in Scottsdale, Arizona. I served as as a Vice President/Branch Manager with responsibilities for opening and managing a new branch office located in Irvine, California.



Lighthouse Funding Corporation

• President

  • Feb 1993 - Feb 2004

  Directed operations of full service mortgage banker employing 48 people. Redefined organizational structure and performed monthly financial evaluations of company results. Established new marketing channels. Established and maintained relationships with lenders and Wall Street conduits for sale of loans in the secondary market.Key Achievements: Took company from start-up broker in one state to a highly profitable full service mortgage banking firm operating in 35 states nationwide employing 48 people. Increased loan production by 1500% by implementing new marketing strategies including: predicitive dialer telemarketing call center, direct mail and Internet marketing. Designed and implemented custom software applications to maximize sales conversion ratios and overall company productivity. Increased company warehouse lines of credit to $70 million. Increased annual funded loan volume to almost $1 billion.

• President / CEO / Chairman of the Board

  • Feb 1993 - Jan 2004

  Serve as President and CEO of a mortgage banking firm doing business in 35 states nationwide.Full responsibility for bottom line factors, including company vision, long and short-range strategic planning. Directed all operations for full service mortgage banker. Redefined organizational structure, oversaw major pricing decisions and performed monthly financial evaluations of company results. Established new marketing channels. Provided cross-functional management: directed two vice presidents, CFO, two department heads and general oversight of 45 employees. Directed the development and supervision of sales processes, management of loan processing, underwriting, funding, quality control procedures, state licensing and regulatory compliance. Established and maintained relationships with lenders and Wall Street conduits for sale of loans in the secondary market. Directed the design and implementation of various technology solutions for enhanced management of productivity.Key Achievements:Took company from start-up mortgage broker in one state to a highly profitable full service mortgage banking firm operating in 35 states nationwide employing 48 people.Increased loan production by 1500% by implementing new marketing strategies including: predicitive dialer telemarketing call center, direct mail and Internet marketing.Designed and implemented custom software applications to maximize sales conversion ratios and overall company productivity.Increased company warehouse lines of credit to $70 million.Increased annual funded loan volume to almost $1 billion.



Stores West, Inc

• United States

• Executive Vice President / Secretary / Treasurer

  • May 1997 - Jan 2004

  Served as EVP of a owner and operator of combination convenience stores. Directed real estate acquisitions, project planning and development, construction and operation of combination stores offering convenience items, gasoline sales, fast food franchises, etc. Served as EVP of a owner and operator of combination convenience stores. Directed real estate acquisitions, project planning and development, construction and operation of combination stores offering convenience items, gasoline sales, fast food franchises, etc.



Lighthouse Holding Corporation

• United States

• Executive Vice President / Secretary / Treasurer

  • Apr 1996 - Jan 2004

  Established holding company to own various business entities and interests. Oversaw operation of holding company and all of its subsidiaries. Established holding company to own various business entities and interests. Oversaw operation of holding company and all of its subsidiaries.



Associated Financial Services, Inc

• United States
• Accounting
• 1 - 100 Employee

• Executive Vice President / Secretary / Treasurer

  • Feb 1992 - Jan 2004

  Served as EVP of a accounts receivable factoring and collection company. Directed the bulk acquisition of performing and non-performing accounts receivables. Directed the design and implementation of systems to maximize productivity of the collection efforts. Designed technology solutions to track collection efforts and integrate them with accounting. Served as EVP of a accounts receivable factoring and collection company. Directed the bulk acquisition of performing and non-performing accounts receivables. Directed the design and implementation of systems to maximize productivity of the collection efforts. Designed technology solutions to track collection efforts and integrate them with accounting.