Experience

The Acres

• United States
• Recreational Facilities
• 1 - 100 Employee

• Managing Partner

  • Oct 2021 - Present

  I am the founding partner of a 15 acre property that has served Cincinnati golfers as a driving range for over 70 years. The property is situated on the Mill Creek (more a river a than a creek). We want to be a steward of the land, the creek, and the surrounding environment as we invite long time patrons and new visitors to this unique setting. Whether you love golf, mini golf, food, drinks, or community, we will offer surprises and unique experiences throughout the property. We are excited about the future and cannot wait to share it with you.



Wells Fargo

• United States
• Financial Services
• 700 & Above Employee

• Territory Manager - Wells Fargo Equipment Finance (Commercial Vehicle Group)

  • Aug 2017 - Sep 2021

  * Direct calling efforts across Ohio, Indiana, and Kentucky market for truck & trailer financing and leasing * Offer guidance to C-suite decision-makers regarding loan, TRAC, or operating lease scenarios * Match our used and new inventory of trailers to potential buyers * Earned Rookie of Year for 2017 in Commercial Vehicle Group * Direct calling efforts across Ohio, Indiana, and Kentucky market for truck & trailer financing and leasing * Offer guidance to C-suite decision-makers regarding loan, TRAC, or operating lease scenarios * Match our used and new inventory of trailers to potential buyers * Earned Rookie of Year for 2017 in Commercial Vehicle Group



Commerce Bank

• United States
• Banking
• 1 - 100 Employee

• Territory Manager

  • Jan 2009 - Aug 2017

  Introduce middle market companies ($20MM to $500MM in revenue) based in Ohio, Indiana, and Kentucky to the products and services at Commerce Bank through direct relationship building. * Largest exposure bank has in this region is company I brought to bank - $30MM in outstandings * Company I introduced to bank profiled in bank’s 2012 Annual Report * Demonstrate solid understanding of highly profitable relationships early in the sales process * Vertical markets include transportation/trucking, medical devices/medical equipment, construction, IT, and energy * Record production 2016 * Record production 2015 * Record production 2014



PNC Equipment Finance

• United States
• Investment Management
• 1 - 100 Employee

• Inside Sales / Territory Manager / Vice President

  • Nov 2003 - Jan 2009

  Began in accounting, moved to inside sales, then to territory manager responsible for partnering with equipment vendors and business bankers to offer equipment financing solutions to small businesses throughout Ohio, Indiana, Kentucky, Michigan, and Missouri. Beginning in April 2006: * Top revenue and volume producer in the small business segment each year including final year * Averaged eight (8) to ten (10) transactions per month and $6MM to $8MM per year * Educated over 200 business bankers about equipment leasing benefits to help develop business * Screened prospective customers for credit-worthiness via review of financial statements * Maintained around-the-clock responsiveness in fast-paced high volume business



Cincinnati Art Museum

• United States
• Museums, Historical Sites, and Zoos
• 100 - 200 Employee

• Corporate Development Coordinator

  • Oct 2002 - Sep 2003

  Main task was to create a more refined Corporate Partners Program and to create corporate events to drive museum attendance. * Developed new corporate membership program from ground level – still implemented today * Introduced program to over 150 businesses in the Cincinnati community * Participated in eight-person fundraising committee comprised of Cincinnati c-suite executives * Helped fuel idea for “One World Wednesday” - a popular YP event focused on world music and art Main task was to create a more refined Corporate Partners Program and to create corporate events to drive museum attendance. * Developed new corporate membership program from ground level – still implemented today * Introduced program to over 150 businesses in the Cincinnati community * Participated in eight-person fundraising committee comprised of Cincinnati c-suite executives * Helped fuel idea for “One World Wednesday” - a popular YP event focused on world music and art



Fidelity Investments

• United States
• Financial Services
• 700 & Above Employee

• Financial Representative and Project Manager

  • Sep 1997 - Jun 2002

  Almost five years in a variety of positions. Implementation Project Manager – May 2000 to Jun 2002 * Cross-functional leader for implementation of $1MM-$25MM 401(k) plans * Chosen as one of four key subject matter experts to appear in final sales presentations * Shared top project manager award out of twenty-four in final year at company in 2002 Financial Representative and Premium Representative – Sep 1997 to May 2000 * Series 7 and Series 63 licensed * Quickly promoted to work with Fidelity’s High Net Worth customer base * Consistently rated as a top-ten representative for cross-selling numerous products/services