Business Development, Analysis, Financial, Marketing

SB

********@*****.***

PROFESSIONAL SUMMARY:

Extensive experience in various aspects of Business Development and Operations Management entailing multiple

industries and environments. Proven ability to analyze, prioritize, and communicate the needs and objectives of

prospective clients, identify lucrative opportunities, and to be resourceful in reaching the goals and objectives established.

EXPERIENCE

Start Up

Founding Partner/VP Business Development September 2008 – April 2013

• Serve as a key member of the executive team that manages the business development unit.

• Develop and execute strategic marketing plans.

• Ensure that appropriate sales goals are developed and achieved.

• Maintain productive, profitable and friendly business relationships with clients, and potential clients.

• Develop and manage marketing campaigns for products and services.

• Take appropriate actions to increase the visibility and stature of the organization.

• Review industry trends and conduct competitive evaluations to assist with system and service enhancements.

• Develop a process to gather continuous feedback from clients.

• Maintain and develop knowledge of products, guidelines and regulations.

Fortune 500 Financial Services Firm

Financial Advisor September 2005 - April 2008

• Evaluate clients economic status and develop a plan that allows them to meet their predetermined

financial goals

• Manage assets for businesses, business owners, individuals, and families

• Assist clients in the areas of: business financial services, insurance, mortgages, retirement, cash

management, lines of credit, asset based lending, commercial lending, stocks, bonds, mutual funds, and alternative

investments

Level Secret Security Clearance

•

Federal Government Contractor

Database Analyst May 2002 – September 2005

Contracted by the US Department of State

tasked with making enhancements to interfaces and databases that were used to enter, manipulate,

and house classified data

Gained additional perpetual add-on work increasing revenues and profits

EDUCATION

Investment Banking Institute Present

• Participating in a one-month intensive Investment Banking Seminar focused on (i) financial statement analysis, (ii)

valuation methodologies and (iii) financial modeling

• "Normalized" and "Spread" historical and projected financial statements, including in depth analyses of operational

and leverage ratios

• Performing company valuations utilizing (i) comparable public company analysis, (ii) precedent transactions

analysis and (iii) discounted cash flow (DCF) analysis

• Building a fully integrated cash flow model, including 5-year projections, debt and interest schedules, revolver

modeling and sensitivity tables

• Modeling leveraged buy-out (LBO) and merger scenarios, with emphasis on sources and uses, pro forma financial

statements, purchase price considerations, synergies, accretion/dilution and ratio analyses, among other concepts

• General investment banking processes such as pitching, debt and equity financing and sell-side M&A

• Bachelors of Science in Computer Information Systems Minor in Business Administration

• Associates of Science (Pre-Engineering)

ADDITIONAL

Activity/Professional Affiliation/community service:

• 1996-2000 NCAA Division I College Basketball

• Dallas Development Fund, City of Dallas

• Member of D Magazine’s, D Academy

• Past Board of Advisor for DISD Academy of Finance

• Past Board of Advisor for Adamson High School Technology Committee

• 2011-2012 Leadership DISD Member

• SMU Hart Global Leaders

• Co-Founder of Executive Capital Assembly (ECA), Dallas based not for profit organization comprised of 25

professional African American males geared toward economic and social empowerment

References Provided Upon Establishment of Mutual Interest

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