Experience

National Debt Holdings, LLC.

• United States
• Financial Services
• 1 - 100 Employee

• Portfolio Sales & Business Development

  • Jul 2022 - Present



EverChain®

• United States
• Technology, Information and Internet
• 1 - 100 Employee

• AVP of Business Development

  • Jun 2020 - Jun 2022

  Henderson, Nevada, United States



Gourley Capital Management

• United States
• Advertising Services
• 1 - 100 Employee

• Campaign Director

  • Apr 2018 - Jun 2020



Business Promotion

• Enterprise Sales

  • Oct 2015 - Nov 2017

  American Fork, Utah Attributes: — Lead teams to create digital marketing campaigns to drive business' growth and revenue - campaigns designed to drive Web traffic, enhance elite clients’ online presence, and increase page rank and search-engine positioning organically and through advanced SEO and SEM initiatives. — Recognized as “Top Monthly Performer” amongst my colleagues 10 out of 12 months year-over-year. — Celebrated for closing more than $1M dollars in revenue in first 7 months -… Show more Attributes: — Lead teams to create digital marketing campaigns to drive business' growth and revenue - campaigns designed to drive Web traffic, enhance elite clients’ online presence, and increase page rank and search-engine positioning organically and through advanced SEO and SEM initiatives. — Recognized as “Top Monthly Performer” amongst my colleagues 10 out of 12 months year-over-year. — Celebrated for closing more than $1M dollars in revenue in first 7 months - $3.7M/annually thereafter. — Rescued revenue, saving under-performing clients/accounts - increasing client retention rates monthly by 27%. — Created digital solutions to assist clients in gaining greater online exposure through digital marketing strategies and services, resulting in rapid growth for their brand. Digital Marketing Team Leadership Experience: * Experienced marketing strategist, digital and direct marketing expert & operations and business advisor. • Visual Media (marketing videos and professional photography packages) • Custom Website Design (Built WordPress Customizable Websites) • Reputation Management (Reviews & Reputation Protection) • Pay Per Click ad campaigns, Boosted Social Media Advertising • Search Engine Optimization & Marketing (SEO & SEM) • Social Media Management & Social Media Marketing Management • Responsible for managing high level group practices (Doctors & Surgeons), managing all top-tier, Elite client operations and Enterprise-level accounts. Show less



ClearSourceBPO

• Sales & Business Development

  • Oct 2014 - Jul 2016

  Sandy, Utah Sales & Business Development



Land Home Financial Services, Inc.

• United States
• Financial Services
• 300 - 400 Employee

• Mortgage Loan Advisor

  • Jul 2013 - Aug 2014

  San Francisco Bay Area • Consulted clients seeking to refinance or purchase property and helped customers determine the best loan product for their budget. • Analyze Loan To Value and Debt To Income ratios as well as review income docs and full credit reports to establish credit. • Analyze personal and business tax returns (review of all schedules, 1065 and 1120/s forms). • Provided expert financial and mortgage loan consultation; aggressively selling mortgage products to potential homebuyers, and existing… Show more • Consulted clients seeking to refinance or purchase property and helped customers determine the best loan product for their budget. • Analyze Loan To Value and Debt To Income ratios as well as review income docs and full credit reports to establish credit. • Analyze personal and business tax returns (review of all schedules, 1065 and 1120/s forms). • Provided expert financial and mortgage loan consultation; aggressively selling mortgage products to potential homebuyers, and existing borrowers. • Evaluate whether case files contain potentially fraudulent information which could warrant escalation to the compliance department for extended review. • Conducted cold calls to prospect business; Networked with Real Estate Agents to establish referral relationships. • Calculated current loan and financial statuses versus savings at completion of the loan. • Worked closely with an organized team of processors; making the loan process very streamlined. • Keep in compliance with lender regulations and guidelines Show less



PACRIM Investments

• Sales & Marketing Manager

  • Dec 2012 - Apr 2013

  San Diego, California Responsible for creating & developing Ad Campaign in the greater San Diego area. Closed business from my sales campaigns and marketing efforts. Converted the entire office's records from paper files to a paperless platform. Managed all daily office operations.



JPMorgan Chase & Co.

• United States
• Financial Services
• 700 & Above Employee

• Licensed Banker

  • Dec 2010 - Nov 2012

  Responsible for performing duties and support related to branch operational activities, Policy & Procedures, and Financial Services to high net worth clients; processing of all new Business and Personal account transactions; assisting customers in their selection of various account types and financial services; cross-selling the Bank’s products and services; opening/closing, maintaining all account types; performing branch clerical duties; closing new business for Chase Bank by maintaining good… Show more Responsible for performing duties and support related to branch operational activities, Policy & Procedures, and Financial Services to high net worth clients; processing of all new Business and Personal account transactions; assisting customers in their selection of various account types and financial services; cross-selling the Bank’s products and services; opening/closing, maintaining all account types; performing branch clerical duties; closing new business for Chase Bank by maintaining good customer relations and referring customers to appropriate staff for new financial services; Assisted customers by opening Lines of Credit and Loans for those in need of 1st and 2nd Mortgages, car loans, student loans, credit cards, and many other financial services. Show less



Fidelity Investments

• United States
• Financial Services
• 700 & Above Employee

• PAS Financial Representative

  • May 2010 - Nov 2010

  Salt Lake City, Utah, United States



Wells Fargo

• United States
• Financial Services
• 700 & Above Employee

• Licensed Personal Banker II & Loan Originator

  • Jul 2007 - Feb 2010

  Greater Phoenix Area - Assisted customers in building their financial portfolios. - Found ways to save and build customer financial profile, - Opening business loans/accounts - Prepared and submitted (sending/receiving) wires, - Assisted clients in growing their net worth, wealth, and savings. - Establishing long term relationships with clients, focusing on profit for the bank and the consumer. - Following up with leads, cold calling, closing loan/LOC documents, - Went far above and beyond… Show more - Assisted customers in building their financial portfolios. - Found ways to save and build customer financial profile, - Opening business loans/accounts - Prepared and submitted (sending/receiving) wires, - Assisted clients in growing their net worth, wealth, and savings. - Establishing long term relationships with clients, focusing on profit for the bank and the consumer. - Following up with leads, cold calling, closing loan/LOC documents, - Went far above and beyond my sales commitments each month and quarter, resulting in 7 promotions. • Served as a financial advisor for my customers, in order to build customer loyalty and client retention. • Recognized for leading the district and the nation in direct retail bank product sales and for staying consistently within Arizona’s top 5 all-time and monthly sales associates each quarter. • Acquired, practiced, implemented, and coached leadership skills while managing my team members activity and the operations of my work environment day-to-day. • Utilized company resources to effectively market bank' products, increase sales, and advance revenue growth. Show less