Topline Score

Topline score feature will be out soon.

Bio

Generated by
Topline AI

You need to have a working account to view this content.
You need to have a working account to view this content.

Experience

    • Mexico
    • Software Development
    • Chief Revenue Officer (CRO)
      • Jan 2023 - Present
    • United States
    • Business Consulting and Services
    • 1 - 100 Employee
    • Co-Founder / Chief Revenue Officer
      • Nov 2021 - Jan 2023

      Acquired by Mobilize, LLC Acquired by Mobilize, LLC

    • United States
    • Financial Services
    • Founder & Personal CFO
      • Nov 2020 - Jan 2023

      Building a team dedicated to revolutionizing Financial Services for Business Owners and Real Estate Investors. Merged with Cultivate Locally in 2021 Building a team dedicated to revolutionizing Financial Services for Business Owners and Real Estate Investors. Merged with Cultivate Locally in 2021

    • United States
    • Financial Services
    • 700 & Above Employee
    • Financial Planner
      • Jun 2019 - Nov 2020
    • United States
    • Real Estate
    • 200 - 300 Employee
      • Jul 2018 - Jun 2019

      • Actively analyzed and reported to C-Level Executives on an asset portfolio worth in excess of $2 Billion that averaged over a 19% Internal Rate of Return. • Spearheaded design and implementation of an innovative Acquisition Asset Analysis Model. Reduced time expenditure by 35% while improving accuracy and functionality • Worked with Operations and C-Level Executives to develop and improve asset strategy to maximize investor returns. The implementation of these strategies translated to NOI improvement on average of 75-80%. • Continually assessed and made recommendations on new potential asset acquisitions worth between $40-$120 Million. • A core member of the team that set the company record for $1.4 Billion in transactional volume in one year – includes all acquisition, disposition, and re-capitalization activity. One year later, set a company record for $620 Million transactional activity in One day. This beat the previous company record by over 400%. Show less

      • Feb 2017 - Jul 2018

      • Performed advanced data gathering/entry and moderate modeling tasks. • Reported on market conditions to ensure best timing of interest rate hedge strategies • Created Ad-Hoc Analysis and presentations for C-level Executives. • Tracked and reported on asset strategy targets on 45+ assets.• Lead and managed the financing process from application to completion. On average, managed projects worth with a combined value of $250+ million at any given time.• Enhanced the current asset analysis model to incorporate market sensitivities giving the department a better view of the risk/reward of each scenario. Show less

      • Oct 2015 - Feb 2017

      • Handled the administrative functions of the department including travel, reporting, and presentations• Performed basic data entry and model set up to increase the productivity of the department• Completed complicated loan packages for large, complex organizational structures

    • United States
    • Retail
    • Piano Instructor
      • May 2011 - Dec 2018
    • United States
    • Higher Education
    • 1 - 100 Employee
      • Mar 2015 - Sep 2015

      • Exceeded required placement goals per accreditation • Consistently surpassed extern-to-hire goals each month• Obtained and Negotiated agreements with a wide range of physicians, dental offices, and large hospital systems by working directly with Senior Level Management • Developed professional relations with Medical Personnel to achieve the goals of the institution • Delivered presentations on Job Development, Interview Preparation, Work Ethics, and Professionalism to students and faculty of the school • Hosted externship seminar weekly to facilitate the development of students Show less

      • Nov 2014 - Mar 2015

      • Responsible for assisting the Campus Director with various reporting activities • Acted as the face of the school in all Customer Service issues• Forward incoming calls and assist the Admissions and Financial Aid offices• Generated analysis reports to ensure proper document tracking • Brought the filing and reporting systems up to accreditation requirements

    • United States
    • Utilities
    • 700 & Above Employee
    • Security Operations Center Operator
      • Jan 2014 - Jan 2015

      Responsible for ensuring the security of a multi-billion dollar company labeled as a critical United States infrastructure component by the Department of Homeland Security Ensuring NERC (North American Electric Reliability Corporation) regulations Reporting security breaches and hazards to NERC Administrators Monitoring NERC Physically Secured Perimeters and power substations Responsible for Emergency Response and Dispatching proper local authorities Contracted through Anderson Security LLC Show less

    • United States
    • Professional Training and Coaching
    • 1 - 100 Employee
    • Administrative Assistant
      • Jan 2014 - Nov 2014

      • Assisted in the opening of a new satellite office – inventory, layout, and policy implementation • Responsible for completing all daily administrative tasks • Serving as a liaison between the NSLC on-site office and the NSLC Enrollment Office • Assisted in the opening of a new satellite office – inventory, layout, and policy implementation • Responsible for completing all daily administrative tasks • Serving as a liaison between the NSLC on-site office and the NSLC Enrollment Office

    • Admissions Administrative Assitant
      • Jan 2014 - May 2014
    • 700 & Above Employee
    • Shift Manager
      • Oct 2011 - Apr 2014

Education

  • Franklin University
    Bachelor's degree, Finance and Financial Management Services
    2016 - 2017
  • Sinclair Community College
    Associate of Science (A.S.), Business Administration and Management, General
    2014 - 2016
  • The Crown College
    Associate's degree, Office Management
    2012 - 2014
  • National Student Leadership Conference

Community

You need to have a working account to view this content. Click here to join now