Marketing Executive
Specialist in Internet & Tele-Marketing, Professional Networking and Office
Operations
Results driven management executive with 23 years in Finance--14 in Lending
and six in Securities Trading. Of those 23, 11 years are in Management,
promoting a variety of financial products and services.
Information Technology: Organized computer networks, processing software
and methods. Setup telemarketing Rooms. Very skilled in Microsoft Office
and other systems.
Marketing: Structured marketing programs, in Spanish and English, using
strategic colors, copy placement, target capture hooks, and multiple
presentation formats. Developed the 'REAL TEAM' Sales Agent development
program.
Management: Hired and trained over fifty sales agents. Organized
financials & production reporting procedures.
Quotes: "I have the skills and personality to make things happen. Hire me
before I become to big for you!"
"I will wear myself out experiencing all that life has to offer. Business
is a metaphor of life. Veni, Vedi Vinci!"
Areas of Sales Expertise
. Customer Relations & Telemarketing
. Team Building & Strategy
. Manager, Trainer & Motivator
. Internet E Commerce & web management
. Lead Generation & Web Development
. Product Power Point Group Presentations
. Prospecting, Promotion, Closing and Fulfillment
. Video ad creation, production and distribution.
. Distant ads with Traveling Interviews and sales calls
. Community and Event Promotion & Sponsoring
Professional Experience
DYNAMIC TRADING, LC-West Jordan, Utah
. Arrange and Broker Commodity trades in Gold, Diamonds, Fuel, Minerals
and Foods. June 2008 to Present
Blue Express Financial, LC-West Jordan, Utah
President /Operations Manager Aug. 1994 to Present
. Recruited, hired and trained over 30 Agents on Residential and
Commercial loans.
. Structured business relations with 15 Commercial and 24 Hard Money
lenders nationwide.
. Organized mortgage banking relationship with six correspondent
investors in a 16 States market
. Developed 12 marketing pieces targeted to Spanish new home buyers and
for Construction loan programs
. Personally originated & closed over 100 loans on average for $15
million volume, yearly.
Great American Mortgage -Murray, Utah, with 24 loan officers
Senior Loan Officer Aug. 1992 to Aug. 1994
. Prospected and Closed 30 to 50 loans monthly, with 69 in one month,
for $32 Million, without a team.
. Trained over 20 new loan officers in my 'Street Smart' prospecting,
originating and closing program.
Fidelity Investments - Salt Lake City, Utah-one of four national Phone
Centers, with 8000 employees
Registered Representative --Series 6, 63, & 7 securities licensed, with
high scores. Mar. 1987 to Aug. 1992
. Top 'Fidelity Futures' sales idea contributor for company, with 124
new ideas submitted, and ten accepted and implemented. Lunched
personally with Chairman Ned Johnson four times in Boston.
. Organized new Trading Team (sales orientation) concept from old group
supervisory style (service only).
. Employee of the Month of 700 employees at the local office.
. Managed an 8 rep Team, without errors for 2 years.
. Executed $1.2 million in trade volume daily with equities, options,
bonds & mutual funds.
Education
Masters in Business Administration (MBA), Westminster College, Banking &
Finance, 1993, Cum Laude.
Baccalaureate of Science (BS), Brigham Young University, in Accounting,
with an Economics minor, in 1983.
Training
. Brian Tracy School of Salesmanship,
. Tom Hopkins' 'How to Sell Anything' Seminar Series,
. Wardley Real Estate Agent School-Preparation for State Realtor Exam
. Utah Mortgage Banker's Assn -Marketing, Loan Processing, Origination,
Underwriting, Self-employment
. Salt Lake Board of Realtors -- Contracts, Title, Marketing and
Financing.
Business Technical Skills
Internet:
. Designed personal website with layout and HTML scripting and
hyperlinks.
. Researched 25 sites and developed marketing relationships for six lead
programs
Systems:
. Skilled in MS Windows 98 /XP/Vista/Win 7 operating systems.
. Integrated hubs, Networking on Microsoft Windows.
. Procured and operated Multi-line Auto-dialers.
. Installed, organized and operated MS WinFax Pro and eFax for
broadcasting fax advertising
. Developed two websites and seven Internet lead programs .
Microsoft Office 2000 to 2007 Software:
. Word-Created hundreds of fliers, marketing letters and mailings, with
tables and macros.
. Excel-Use many detailed spreadsheets, workbooks with extensive macro
formulas for tracking ad and prospecting campaigns, as well as for
financial, decision and statistical analysis.
. Outlook-For POP3, HTML and IMAP links, email marketing & integration,
using files, from the Internet.
. Publisher-Created dozens of fliers and 3 or 4 fold, colored handouts
with graphics.
. Power Point-Planned slide shows with overhead projectors for group and
one-on-one presentations.
Language:
. Language Logic Comprehension for Psychological Marketing-Its
functions, formation and verification
. Read, Write & Speak Italian & Spanish -to reach a broader market.
. Excellent sense for ad copy-Aesthetics, grammar, style, composition
and spelling to lend trust in me.
Small business:
. Developed an 'intrepreneurship' program for innovation, business
planning and marketing.
. Structured an effective Sales agent development program known as the
REAL TEAM.
. Trade Securities for my own account, based on Broad-based Headline
News Copy Psychology, using specialized fundamental and technical
programs, with streaming charts, reports, analysis and news.
Community
Balanced approach to supporting the Community
Citizen's Police Academy, Ombudsman, City Historical Committee member,
National Jamboree and local Scoutmaster, Crime Watch Coordinator, Church
Representative, Victims Assistance volunteer, Handicap Awareness & Special
Olympics volunteer, Little League football coach, Rugby #8 and Prop,
competitive Basketball forward, 5K & 10 K runner, lap swimmer and hobby
cyclist, and family man.