Experience

Valmark Financial Group

• United States
• Financial Services
• 100 - 200 Employee

• Vendor Services Specialist

  • Mar 2022 - Present

  • Interfaced with Charles Schwab and TD Ameritrade representatives to accomplish the opening of new accounts and overseeing distributions and disbursements for Clients of Valmark’s over 100 member offices across the U.S. specializing in wealth management; • Reviewed requests from member offices for new account openings and money movements via ACH, wire transfer, check disbursements and journal transfers related to retirement accounts (IRA’s, Roth IRA’s, 401k’s) and brokerage, trust and corporate accounts; • Interfaced with representatives at Valmark’s member offices to provide guidance on form submissions, resolve issues related to securities transactions and to provide guidance on Valmark’s, Schwab’s and TD Ameritrade’s policies and procedures; • Utilized Valmark’s CRM program, Microsoft Office (Excel, Word and Outlook), Microsoft Teams, Ring Central (telephone program), OneNote and other Valmark proprietary programs to communicate internally and with member offices and vendors as well as to process member office requests for new account openings and money movements for their clients. Show less



DialAmerica

• United States
• Outsourcing and Offshoring Consulting
• 700 & Above Employee

• Call Center Agent

  • Mar 2016 - Mar 2022

  • Provided superior sales and customer service to consumers and clients related to inbound calls for the purchase of NortonLifelock cyber security protection (for consumer electronic devices) and identity theft protection (for personal identifying information); • Analyzed and resolved caller inquiries and calculated and compared the cost of different plans offered by NortonLifelock for coverage of individuals and/or families; • Advised callers on NortonLifelock products and services, fraud mitigation steps, handling of their personal finances to mitigate fraud and cyber security protection for their electronic devices; • Utilized numerous computer software programs, databases and scripting programs, for booking and tracking sales and calls as well as internal communications within DialAmerica. Show less



Vicap

• Design Services

• Principal

  • Aug 2005 - Mar 2020

  Primary Responsibility: Advising clients and prospects on business growth and development, business acquisitions and investments, business transitions and business financing related to many different business projects, goals and objectives. ViCap clients have ranged in size from $5 million to $400 million in annual revenues. I have provided advisory services to 20-30 privately or closely held commercial, industrial and/or service companies since inception and have closed 10-20 financial transactions or advisory projects over the past 12+ years. I have created a detailed financial model for assessing business projects and financial transactions and have worked with businesses engaged in steel, machining, chemicals, rubber and plastics, printing, communications, technology and many other niche industries and businesses. Notable projects/transactions include a business acquisition search for a northeastern Ohio machining company as well as a southeastern U.S. machining company, sale of a northeast Ohio plumbing business, financing searches for a northeast Ohio printing, fulfillment and marketing business as well as a northeastern Ohio railway equipment rental business. Corporate finance advisory work has covered advice regarding business growth and development, business valuations, business purchase or sale, capital expenditure projects, partner buyouts, business recapitalizations, and debt structuring. Show less



Fifth Third Bank

• United States
• Financial Services
• 700 & Above Employee

• Vice President

  • Sep 2000 - Jul 2005

  Primary Responsibility: New Business Generation & Portfolio Management. I called on business owners, CEO's, CFO's and many business professionals related to managing and growing a commercial loan portfolio from $10 million to over $75-80 million. Notable transactions that I sourced and closed while at Fifth Third included a $20 million family buyout of a tooling company, $17 million in working capital financing for a steel service center, $35 million in working capital financing (via an inventory line of credit and an asset securitization based on receivables) for a lumber distribution company and a $20 million adjustable rate bond backed by a letters of credit for real estate financing to a recreational services company. I reviewed over 100 commercial loan requests while at Fifth Third and was instrumental in sourcing, analyzing, structuring, negotiating, approving and documenting loan transactions for a multitude of purposes for both existing customers and new client relationships. Commercial loans that I closed were for business acquisitions or buyouts, working capital needs, capital expenditure projects, debt refinancing and business recapitalizations. I led other team members and interfaced with credit teams in regard to the analysis and structuring of transactions, obtaining loan approvals and documenting transactions. The new clients that I brought into Fifth Third were gained through referrals from existing clients as well as my many professional contacts. I also cross sold treasury management services, payment processing services, adjustable rate bonds, asset securitizations and private client/wealth management services to existing and new clients. Show less



KeyBank

• United States
• Banking
• 700 & Above Employee

• Vice President

  • 1998 - 2000

  Primary Responsibility: Relationship Management & New Business Generation. I called on business owners, CEO's, CFO's and many business professionals related to managing and growing a sizable commercial loan portfolio. While at Key, I grew my loan portfolio from $75 million to over $200 million in commercial loans to middle market commercial, industrial and service businesses. I was instrumental in sourcing, analyzing, structuring, negotiating, approving and documenting loan transactions for a multitude of purposes for both existing customers and new client relationships. Commercial loans that I closed were for business acquisitions or buyouts, working capital needs, capital expenditure projects (one project alone was for $30-50 million in new construction financing for the new build of a major plant for one client), debt refinancing and business recapitalizations. I led other team members and interfaced with credit teams in regard to the analysis and structuring of transactions, obtaining loan approvals and documenting transactions. The new clients that I brought into Key were gained through referrals from existing clients as well as my many professional contacts. I also cross sold treasury management services, adjustable rate bonds and investment banking and wealth management services to existing and new clients. Show less



Citizens

• United States
• Banking
• 700 & Above Employee

• Assistant Vice President

  • 1995 - 1998

  Over my time working at Citizens, I focused primarily on new business generation of secured loans to small and middle market northeastern Ohio privately held commercial and industrial companies. I analyzed, structured, negotiated, obtained approval and documented 10 client relationships totaling a loan portfolio of approximately $30 million. One of the most notable transaction was a $10 million real estate and equipment financing for a large Ohio printing company. Over my time working at Citizens, I focused primarily on new business generation of secured loans to small and middle market northeastern Ohio privately held commercial and industrial companies. I analyzed, structured, negotiated, obtained approval and documented 10 client relationships totaling a loan portfolio of approximately $30 million. One of the most notable transaction was a $10 million real estate and equipment financing for a large Ohio printing company.