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EXECUTIVE PROFILE

Founder and Owner of a 14 year old company specializing in financial services, s


ales and marketing strategies. Background includes strategic planning for start
-up operations, turnarounds, and joint ventures. Successfully grew revenue, inc
reased efficiency and productivity, reduced costs, and improved operations.
Known for strong leadership and motivational skills that conconsistently produce
positive change. Articulate refined communicator, both oral and written. Skil
led at completing projects within tight timelines. Take pride in ability to mot
ivate, energize and lead to successful outcomes. Thorough; detail and process o
riented; strong follow-through skills. Sincere and honest with a high level of
personal and professional integrity. Highly articulate, demonstrating excellent
interpersonal skills across all levels including management, employees and exte
rnal agencies.
CAREER ACHIEVEMENTS
* Successful in developing market strategies and new business opportunities for
financially distress clientele by monitoring financial statements and identifyin
g problem areas.
Strong background in raising capital investment from private and investor groups
for startup, business expansion and new product development.
* Consistently increased sales and maintained profitability; met and exceed sale
s objectives and goals.
* Developed in-depth proposals, market information, and detailed reports. Respo
nsible for researching and analyzing demographic data, preparing packets and pre
sentations, facilitating meetings, and serving as an information source.
* Performed outstanding customer relationship management, ensuring educated clie
nts, customized products and services and creative, turnkey solutions.
PROFESSIONAL EXPERIENCE
Founder/Owner - 1996 to Present
Cash Flow Financial Services, Mobile, AL, Mobile, AL
Established and developed a successful Financial Services Company. Developed, pl
anned, organized, and administered policies and procedures for organization to e
nsure administrative and operational objectives were met Utilized management s
kills for the development and negotiation of contracts, cost controls, monitorin
g of contractual payments, contract accounting procedures, budgets, cost varianc
e reporting, critical analysis and problem resolution.
*
Implemented effective marketing strategies, to expand market presence and increa
se revenues and profitability to executive marketing staff
* Developed prospects from current commercial customers, referral led, and sales
and trade meetings
* Reviewed business trends and advised customers regarding expected fluctuations
* Determined customers' financial services needs and prepared proposals to sell
services
* Evaluated costs and revenue of agreements to determine continued profitability
* Prepared forms and agreement to complete sale
EDUCATION
Bachelor of Science, General Studies - 1993
Springhill College, Mobile, AL
Associates, Business Administration - 1987
20th Century Business College, Mobile, AL
PROFESSIONAL ASSOCIATIONS
Million Dollar Club, American Cash Flow Association
Financial Secretary, Jordan Pride Chapter, #775 OES
TRAINING CERTIFICATES
* Notary Republic, State of Alabama
Producer/Service Representative, State of Alabama Department of Insurance
Paralegal Certification, Springhill College
Field Inspector, National Society of Field Inspectors
Field Inspector, FEMA/Parsons Brincherhoff

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