Certified Reverse Mortgage Professional

• Aug 2019 - Present

NMLS #877740 NMLS #877740

Branch Manager

• May 2012 - Aug 2019

GM

• Nov 2009 - Jun 2011

BridgeItLive instantly connects on-line buyers with off-line sellers by phone. Impress your prospects. Accelerate your sales cycle. Increase your sales. •No software to install •No staff training required •Fast and easy setup •Convert more of your prospects into sales! Take advantage of the customer’s natural enthusiasm by responding quickly. Don’t be chained to the computer waiting for the next email lead to arrive. Unlimited lead sources and no long term contracts. BridgeItLive instantly connects on-line buyers with off-line sellers by phone. Impress your prospects. Accelerate your sales cycle. Increase your sales. •No software to install •No staff training required •Fast and easy setup •Convert more of your prospects into sales! Take advantage of the customer’s natural enthusiasm by responding quickly. Don’t be chained to the computer waiting for the next email lead to arrive. Unlimited lead sources and no long term contracts.

Owner

• Oct 2004 - Feb 2010

Large, regional Malibu boat dealership - Started business from the ground up. Initiated all required business functions ranging from negotiating terms with vendors and suppliers to training sales staff how to sell boats. - Target baby boomers, active families, and high profile clientele such as NASCAR drivers and professional baseball players - Conceived, developed, and executed advertising campaigns with local publications and various media outlets. Led my crew in sales promotions, trade show display and marketing material. - Coordinated with leading national banks as well as worked with community banks to secure financing for boats and related products. Selected Accomplishments: - Increased market share to 38% from 15% utilizing innovative marketing programs and sales techniques. Met or exceeded sales goals during every reporting period. - Received highest corporate awards from Malibu Boats for superior performance for sales and customer service. Consistently received customer satisfaction scores over 95%. - Increased annual sales to $3.5M from $800K over a four-year period

Owner

• Feb 1999 - Nov 2007

Full service financial services firm - Oversaw and directed a staff of seven sales associates offering fixed and variable annuities, stocks, bonds, and other financial products. - Conducted face-to-face meetings and informal informational sessions to help clients identify their financial goals, and developed strategies to help them accomplish their goals. Selected Accomplishments: - Expanded business to include six office locations throughout California and North Carolina, and sold business for a profit after eight successful years. - Perennial winner of sales achievement awards, received numerous cash awards and vacation trips. Coached subordinate team members to win awards for sales performance. - Top producer for leading financial services firms including Metropolitan Mortgage, Transamerica Insurance, Aviva Life, and Old West Annuities.