Customer Service Financial Analyst

Christopher Hall

adsnaq@r.postjobfree.com

***** ***** **** ******

Phoenix, AZ 85032

Phone 480-***-****

PROFILE: Energetic, tenacious, and goal oriented outside sales professional with solid qualifications in account management and customer relations. Proven ability to develop new business and increase sales within established accounts and mature territories. Persuasive communicator and assertive negotiator with strong deal closing abilities. Excellent time management skills with outstanding administrative skills; well organized; and computer literate.

AREAS OF STRENGTH

• Strongly self motivated, enthusiastic with the ability to work independently, and as a team contributor. Sharp, innovative; passionately enjoys the challenge of outside sales; willing to travel.

• A multi-tasked decision maker, resourceful, extremely reliable, hard working, and honest. Exceptional communication; listening, analytical and presentation skills.

• Committed to professional excellence; a quick learner; proven ability to adapt quickly to change. JP Profit Solutions., Danville, California, Business Development Executive (October- Present) Developed and maintained successful relationships with business referral sources. Communicated with and advised clients and partners during various stages of the loan process. Provided underwriting with complete and accurate loan applications. Ensured exceptional client experience by overseeing loan process from origination through closing. Utilized training materials, reference tools, and other resources to provide accurate up-to-date loan program / policy information to clients and partners. Worked with entire senior management team to analyze existing clients portfolio, and identify strategic Financial needs of the client. South Pacific Financial Corporation., Scottsdale, Arizona. Mortgage Loan Officer (May 2018- October NMLS License #172619

Developed and maintained successful relationships with business referral sources. Communicated with and advised clients and partners during various stages of the loan process. Provided underwriting with complete and accurate loan applications. Ensured exceptional client experience by overseeing loan process from origination through closing. Utilized training materials, reference tools, and other resources to provide accurate up-to-date loan program / policy information to clients and partners.

Chapman Auto Group., Scottsdale, Arizona. Sales Consultant (October 2017-February 2018) Provided quotes and prices to prospective buyers, explained credit terms and prepared sales contracts. Sold Dodge/ Chrysler/ Jeep products to new customers as well as returning customers in good faith. Established and expanded automotive sales programs. Assisted in mentoring new sales representatives as needed. Computed leasing charges based on factors such as length of contract, anticipated mileage and applicable taxes. Maintained 92% customer satisfaction over all car deals. Established ongoing relationships with new customers; providing excellent customer service during the purchase, and maintaining communication after the sell to ensure satisfaction. Negotiated pricing and financing options while closing at a 28%, averaging 13-15 sales a month. Schedule appointments for prospective customers.

Berkshire Hathaway Auto Group., Scottsdale, Arizona. Sales Consultant (May 2017-September 2017) Provided quotes and prices to prospective buyers, explained credit terms and prepared sales contracts. Sold Dodge/ Chrysler/ Jeep products to new customers as well as returning customers in good faith. Established and expanded automotive sales programs. Assisted in mentoring new sales representatives as needed. Computed leasing charges based on factors such as length of contract, anticipated mileage and applicable taxes. Established ongoing relationships with new customers; providing excellent customer service during the purchase, and maintaining communication after the sell to ensure satisfaction. Negotiated pricing and financing options while closing at a 35%, averaging 15-18 sales a month. Schedule appointments for prospective customers.

Script-Claim PBM., Scottsdale, Arizona. Business Development Director (March 2017-August 2017) Focused on Health Outcomes & Pharmacoeconomics to deliver products & services that improve quality and lower health care costs. Provided pharmacy-related expertise in the managed care environment to include medical affairs support with health outcomes and dissemination of scientific product information and market access assistance for pharmaceutical industry clients to develop market strategy and maximize formulary acceptance by clinical decision makers.

H&H Organic Investments., Scottsdale, Arizona. Managing Partner (Aug/ 2014-April/2017) Company providing Consulting support to the MMJ Industry which includes, but is not limited to real estate development, project financing, establishing hydroponic grow facilities including marketing, packaging, transportation and State law compliance. Also, utilizing industry contacts such as Botanists, licensed Medical Physicians and other professionals to facilitate leading edge developments in technologically advanced applications in the MMJ Industry. The Company also developed and marketed comprehensive innovative product lines to intelligently compete in wholesale sales, in MMJ, and edibles which has the largest potential for continued growth.

Developed, drafted and negotiated pharmacuetical contracts for the building and cultivation of a 30 million dollar, 250,000 square foot Hydroponic grow facility for the Lac Vieux Desert Band of Lake Superior Chippewa Nation. This project included potential sales and distribution of forecasted sales of nearly 90million in annual sales. The Company developed and marketed comprehensive innovative product lines to intelligently compete in wholesale sales, in MMJ, and edibles which has the largest potential for continued growth. Stratezyme International Inc., Tortola, British Virgin Islands. / Scottsdale AZ Director/ Mergers & Acquisitions (Jan/2006 - July /2014)

Transactional experience has included initial public equity offerings, follow-on equity offerings, equity and debt private placements, mergers and acquisitions and fairness and solvency opinions. Capital Markets focus for both debt and equity with regards to structuring and pricing transactions. Initiated new business opportunities through identifying, analyzing and contacting potential new clients. Proposed, marketed and executed all phases of transactions, including new business development, preparation of confidential offering documents and SEC filings, conducting road show and investor presentations and facilitating closing documentation for transactions. Worked directly with clients’ senior management through all phases of a transaction. Analysis and creation of financial models for equity, debt and M&A transactions; conduct detailed business and financial due diligence; significant interaction with equity capital markets and financial buyers to execute debt and equity transactions; prepare memoranda for and participate in internal commitment committee and valuation committee meetings. Stratezyme International Inc., Board Member/ Signatory, (2006-2008) Concorde Gruppe GmbH, Miami, FL / Scottsdale, AZ. Executive Vice-President, Mergers & Acquisitions (Nov/2004-Dec/2005)

Executed responsibilities by developing sector expertise, managing colleagues, and leading work-streams outside of the scope of Mergers & Acquisitions. Prepared various valuation analyses using discounted cash flow, comparable companies, comparable transactions and return on investment concepts. Created Information Memorandums and presentations for the management teams and Boards of Directors of existing clients. Identified prospective clients and created pitch materials to generate business. Directly supported Directors with merger and acquisition and private placement transactions. Constructed detailed discounted cash flow and leverage buyout models. Structured financing scenarios. Identified and contacted potential buyers and sellers for active engagements. Platinum Touch Enterprises, Scottsdale, AZ. Consultant (June/2002-Oct/2004) Direct marketing/sales, finance, legal and administration; actively directed investment, risk and asset/liability management policy with total P&L responsibility. Exercised authority concerning staffing, performance appraisals, promotions, and salary recommendations. Searched opportunities to participate in value creation at the entry level by selectively investing in developments with significant incremental enterprise value. Success was based on a clear, well-defined investment strategy (exit/entry) to take advantage of market opportunity, investment timing, period growth and value creation in a niche Real Estate Market.

Clearfield & Associates, Phoenix, AZ. President (Nov/1997-May/2002) Managed investment and financial analysis, valuation and modeling, financial due diligence, market and industry research in cross-border mergers, acquisitions, divestitures, joint ventures, strategic alliances, restructuring, and international corporate development. Responsible for the first and second round of venture capital financing and investor relations; actively contributed to organizational planning, policy development and implementation. Responsible for corporate operating and strategic budgeting, financial and administrative policies, procedures, and controls. Ahern & Associates, Phoenix, AZ. Executive Vice-President Mergers & Acquisitions (July/1995- Oct/1997)

Worked with entire senior management team to analyze existing portfolio and identify strategic priorities; performed market research and sourced potential acquisitions; structured earn-out plans to ensure management retention at acquired companies; negotiated terms and oversaw all business, financial and legal due diligence and documentation; planned and monitored integration of acquired businesses. Determined strategic areas in which to build businesses rather than make acquisitions; facilitated the start- up of these ventures.

Kidder Peabody & Company, New York, NY. Senior Financial Analyst (Dec/1990-Jan/1994) Provided administrative and technical support to the Government and Mortgage Backed trading desk while functioning as a liaison between financial systems reporting and upper management. Initiated a daily, weekly and quarterly trading performance report, which provided upper management with the trading desk’s individual and overall profitability. Devised and implemented a system for comparing the performance of the trading desk’s revenues with forecasted results. Prudential-Bache Securities, New York, NY. Financial Analyst (Oct/1988-Nov/1990) Analyzed and calculated a daily, weekly and quarterly Cost of Capital figure to be used by upper management and trading personnel in all investment and trading decisions. Justified and supported Firm’s Cost of Capital management reporting model. Provided timely and accurate analysis of Firm’s Retail branch investment performance of customer short-term assets. Team leader in a Cost of Capital study that provided positive direction for a major change in the perception and assessment of the firm’s strategy. EDUCATION

University of Rochester – B.A. International Finance & B.A. Organizational Psychology. Rochester, N.Y.

(1983-1987)

Marymount Manhattan College – Associates Degree in Exercise Physiology. New York, N.Y. (1990-1992) Coursework included Anatomy & Physiology, Biology, Chemistry and Physics Paramedic License – City of New York, New York, N.Y. (Not active) Securities Licenses: Series 7, Series 63 (not active)

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