Experience

MillCreek Financial Consultants

• United States
• Financial Services
• 1 - 100 Employee

• Client Relationship Manager

  • Nov 2015 - Present

  Using uncommon knowledge and revolutionary technology to improve your financial future. Our Senior Partner William Green uses a macro economic approach to measure the efficiency of your existing assets and cash flow. By employing cost recovery strategies we help you recapture taxes, lost opportunity cost, bad insurance premiums, and improve your management expense. Our process maximizes protection while minimizing eroding factors in your financial world. My primary focus as the Client Relationship Manager will be making sure our clients are well taken care of by staying in touch with them and following up on a regular basis. It is my mission to make sure that they know how valuable they are to our firm and that we are here to assist them in any way necessary. Show less



ARF Financial LLC

• United States
• Financial Services
• 1 - 100 Employee

• Senior Loan Officer

  • Jan 2013 - Oct 2015

  Wanda Marlow Senior Loan Officer, Commercial Lending At ARF Financial where I previously worked, I assisted restaurant, hotel and retail owners in Florida, Central Texas, Arkansas and Oklahoma to help them get the credit they deserved. I specialized in Bank Loans and Lines Of Credit for my merchants when there was a need for expansion, equipment, taxes, inventory or just plain operating capital. My company partnered with five different banks across the country to offer a transparent and hassle free loan process. Their loans offered tax benefits, fixed payments, no prepayment penalties and we did not need collateral.We could fund a loan in 7 to 14 days in most cases. My goal was to help people grow their business and offer them a solution to their funding dilemmas. Show less


Local Edge Marketing/ Division of Hearst Communications
• Sales/Sales Manager

  • Dec 1998 - Jan 2015