Beruflich Dokumente
Kultur Dokumente
Member of A.S.A.P. (Association of Strategic Alliance Professionals) Founded in 1998, a professional association dedicated to elevating, promoting, and instructing the profession and discipline of alliance management.
EXPERTISE
Accomplished Strategic Customer Development Manager, with a comprehensive background in the Mortgage Industry (15 years): Senior management, Secondary Marketing, Branch management, Team building, Business development, Operations, Origination, and Providing Leadership. Strategic alliance builder/collaborator with a quantitative and analytical proficiency for analyzing and underwriting prospective opportunities, developments and business decisions. In-depth understanding of asset management life-cycle to optimize yields and overall return on investment metrics across various asset classes. Exceedingly driven, Persistent in objectives (effective results), Optimistic with vision, a Value-add team player and a Passion for Success -
EDUCATION
Bentley University, (Boston) MA. Bachelors in Finance 1999-2002 Emphasis in Entrepreneurship & Strategic Alliance Management- by renowned Professor Jeff Shuman Winner of Bentley University's "Entrepreneurial Studies Business Plan Competition" Brigham Young University Idaho. Associates , Finance/Economics. 1997- 1999
PROFESSIONAL EXPERIENCE
Lutetium Holding Company, Lehi, Utah 01/2012-pres Director Capital/Alliance Development Strategic marketing development at executive level. Sourcing/Managing Capital Alliances/Partners, Sellers, Buyers, Investors, Misc 3rd Party. Financial Analyst in Research, Acquisitions and Dispositions Analyzing, Underwriting, Reporting on all investments Formulated all business & financial analytical metrics/models/tools: Operations, Procurement Acquisitions, Variance, Forecasting, ROI, Dispositions, Reporting internally & 3rd parties. Created REO-to-Rental initiative (inception to securitization): In-depth research, structured business model, established high level strategic partners (Sellers, Underwriter, Placement Agent, Issuer, LP), performed underwriting, presentations to all parties involved. Floorsight Software, Tampa Florida 01/2009-pres. Business Consultant Strategic Business Development, Marketing, Strategic Alliance Development, Financial Analysis, Projections/Forecasting, Employee Compensation Plans Mortgage application- consulting the product development team to ensure that the product criteria are met and the software meets project objectives/ expectations.
12/2011-12/2012
09/2009-12/2011
10/2007 - 10/2009
2005 2007
2003 - 2005