Phone 925-***-****
Fort Worth, TX ***** Email: ***********@*****.***
Resume of Stephen (Steve) Mallory - Confidential
With over 40+ years in commercial finance, with the last 11 years, along with my normal “finance” duties I have hosted a weekly internal webcast at my former employer. I have formal “Voice-Over” training and have several radio commercials to my credit. I’m very comfortable & natural when it comes to emcee / host duties. Please go to page 3 for specific details on my Virtual Emcee / Moderator experience 1. Liaison with all 3rd party lenders along with credit customers alike. Interfaced with Vendor Sales Reps continually.
2. Gathering Credit App information to securing personal financial statements, tax returns 3. Worked at the “C” level to negotiate additional information (P&L, Balance Sheet & Corp entity) Negotiate cost of funds.
4. Managed both the 3rd party portfolio along with specialized private leasing partnership for certain
“credit challenged”
5. Prepared Management Reports showing overall revenue status, MTD, QTD & YTD statistics from operating system
6. Managed “In-House” leasing operation for the placement of “difficult” credit transactions. Credit Limits of up to $250K supported with credit write-up. Assisted in collection duties. 10/11 to January’23 UBEO Business Services - Pleasanton, CA & Las Vegas, NV FT, 50+ HRS WEEKLY FINANCIAL RESPONSIBILITIES 1 thru 6
Technology Finance Manager – Enterprise wide, 20 branches in CA, NV & Colorado Responsible for all 3rd party finance company relationships. Responsible for new-hire sales training. Facilitate those transactions that have a hard time getting approved. Managed “in-house” lease portfolio of $12MM from credit review, structure, closing and collection duties. Developed, Produced & Hosted weekly “All-Hands” virtual sales meeting for the last 11 years. 8/03 to 10/11 Sharp Business Systems (Pinnacle Document Systems) Pleasanton, CA FT, 50+ HRS WEEKLY FINANCIAL RESPONSIBILITIES 1 THRU 5
Director of Sales / Major Accounts Sales Manager— East Bay Managed various sales teams — the largest being 10 salespeople. Grew branch sales from $4.475 million in annual sales (03) to 7.8 million in my 2" full year in the position (2005). Worked closely with Solution Sales dept (since inception of this dept.) on developing R.O.I.'s and strategies for "Solution Sales" opportunities. Instrumental in closing the 1st LibertyNet system at Pinnacle. Helped in developing what is now - Managed Print Services — (MPS). 10/00 to 8/03 - Pinnacle Document Systems Pleasanton, CA FULL-TIME, 50+ HRS WEEKLY FINANCIAL RESPONSIBILITIES 2 THRU 5
Senior Account Manager
Outbound sales for authorized SHARP office equipment dealer. Manage 250 accounts and prospect daily for new accounts. Help train new sales reps on equipment leasing. 4/00 — to 4/01 - ProForma-Chasva Pleasanton, CA FULL-TIME, 50+ HRS WEEKLY FINANCIAL RESPONSIBILITIES - NONE
Vice President— Business Development (Family-Owned Specialty Advertising Business) Due to my father's illness, I stepped in to help run the "day-to-day" operations, and bring the business into the "digital age" and prepare the company to be sold. Once this process was completed, I re-entered the office equipment / leasing industry. Background
Commercial / Personal Financial Responsibilities over 40 years – NOTE: Each position states what “Financial Responsibilities” were required at that specific position.
Page 2 Resume of Steve Mallory – Confidential
6/95 TRHU 3/01 IKON Financial Products Specialist (Dealer Lease Manager), Oakland, CA F/T 50+ HRS FINANCIAL RESPONSIBILITIES – 2 THRU 5
Responsible for the marketing, structuring, closing & compliance of all leasing in two
• Northern California marketplaces. Average monthly volume of 4 million.
• Transaction size range from $10,000 to $3,500,000+
• Designed & developed the IKON Technology Services Leasing Program.
• Responsible for "New-Hire" lease sales training. 1/94 — 5/95 - Federal Leasing CorporationPleasanton, CA FULL-TIME, 50+ HRS WEEKLY FINANCIAL RESPONSIBILITIES – 2 THRU 5
Regional Sales Manager
Responsible for opening up new high technology markets, primarily in the medical industries. West Coast territory with average size transaction of 150K. 1992 – 1994 Independent Lease BrokerTracy, CA FULL-TIME, 60+ HRS WEEKLY FINANCIAL RESPONSIBILITIES – 2 THRU 5
Facilitated equipment leases for vendors and end-users, primarily in high technology. 1990 – 1992 Bell Atlantic TriCon LeasingPleasanton, CA FULL-TIME, 50+ HRS WEEKLY FINANCIAL RESPONSIBILITIES – 2 THRU 5
District Sales Manager
Responsible for designing & implementing several "Private Label" leasing programs. Averaged $5 Million annually in lease funding. Developed "Auto Quote / Document" software 1987 -1990 ComputerLand / Infomax, Oakland, CA FULL-TIME, 40 HRS WEEKLY FINANCIAL RESPONSIBILITIES – 2 THRU 5
Financial Services Manager
Designed & implemented a non-recourse "private label" leasing program. Trained over 200 account sales managers in "Lease Salesmanship". Developed "trade-in" programs for major equipment lines.
Established new internal borrowing relationships.
Developed "In-House" rental program.
1984 – 1987 AM Capital Corporation Dublin, CA FULL-TIME, 60+ HRS WEEKLY FINANCIAL RESPONSIBILITIES – 2 THRU 5
President
Developed 3 nationwide high technology manufacture-based lease programs. Established several non-recourse borrowing lines, totaling over 14 million. Trained over 420 Independent Sales Organizations (VARs).
1983 -1984 Westinghouse Credit Corporation Tustin, CA FULL-TIME, 50+ HRS WEEKLY FINANCIAL RESPONSIBILITIES – 2 THRU 5
District Sales Manager
Developed Business Product Leasing Program for national rollout Responsible for 5MM in high technology lease financing.
1982 – 1983 Western Community Money Center Walnut Creek, CA FULL-TIME, 40 HRS WEEKLY FINANCIAL RESPONSIBILITIES – 2 THRU 5
Managed municipal funding operation with a 15MM portfolio. Responsible for several portfolio transactions, in addition to being Manager-Equipment Leasing Division Responsible for 50-equipment lease brokers statewide. Page 3 - Resume of Steve Mallory – Confidential
1980 – 1982 FLC Financial Services Dublin, CA FULL-TIME, 50+ HRS WEEKLY FINANCIAL RESPONSIBILITIES – 2 THRU 5
Account Representative-Equipment Leasing
Established several vendor relationships in San Francisco Bay Area. Responsible for sales training the vendor sales force in "How to use leasing". Average size transaction 20K.
1975 – 1980 Helicopters Unlimited Oakland, CA FULL-TIME, 70+ HRS WEEKLY FINANCIAL RESPONSIBILITIES – 2 THRU 5
Western Regional Sales Manager
Averaged 3.5MM in annual sales volume
Responsible for sales & new owner flight training in 11 western states. Computer Skills: Fluent in Microsoft Word, Excel, Power Point, Access, Outlook, and Publisher in addition to several Apple software programs, such as Presentation, Pages, iMovie, iPhoto, etc. Education: 4 Year Degree in progress, working towards Bachelor Science Marketing. Military Background: 1971 —1975 U.S. Marine Corps, 1St & 3rd Marine Air Wing. While in the Marines I also worked at the Armed Forces Radio Television station on Okinawa, Japan FAA LICENSE(S) Commercial Helicopter, Private Pilot Fixed Wing Voice-Over Character for the last Installment of Grand Theft Auto – The Heir of Scorpio
** My character is the “Chief Doctor” and the “VO” is from 27:30 thru 27:56 – the feature length movie is posted in YouTube here: https://www.youtube.com/watch?v=c6A_Z7XAMeI Webcasting links:
https://raymorgan.wistia.com/medias/ijelolb0ia
More related links & references available upon request COMPUTER SKILLS, EDUCATION, MILITARY, FAA LICENSE & PROFESSIONAL VOICEOVER