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Sales and Finance Executive

Location:
Scottsdale, AZ
Salary:
65000
Posted:
April 11, 2023

Contact this candidate

Resume:

TRISHA A.

FLEISCHER

BUSINESS DEVELOPMENT

/FINANCE EXECUTIVE

CONTACT

480-***-****

adwhy5@r.postjobfree.com

SCOTTSDALE, AZ

CAREER OBJECTIVE

I am seeking to return to a critical role

in business development and finance

using my proven track record of

success in creating and driving business

strategies, increasing revenue and

client acquisition and retention. I left

my career in 2003 to become a full

time parent and support my spouse in

building Spirit Finance Corporation

(NYSE:FSC) which was later sold for

$3.5B.

I was and am a hard-working

independent self-guided professional

with experience in consultative sales,

customer loyalty, and contract

negotiation & management. Frequently

praised as collaborative by peers, I can

be relied upon to help your team

achieve its goals.

EXPERIENCE

March 2014 – January 2023

Business Owner/Operator

TrishFit, LLC, SCOTTSDALE, AZ

Exceptional consultative sales and business development skills, adept at fitness customer needs assessment and customer relationship management and growth using all social media outlets.

Proficient in all aspects of training and nutrition for lifestyle clients as well as athletes, youth athletes, metabolic disorders, and weight loss clients. Successfully coached lifestyle and competitive athletes. August 2019 - February 2022

Personal Trainer/Coach

Farrow Competitive Training, Tempe, AZ

Trained in person as well as online, one and one and in small groups of up to 4 people, Developed and sold personal training as well as general gym memberships as a staff trainer before converting to rent with 100% commissions on all training.

Helped grow FCT membership from 150 to over 500 members September 2011 - March 2014

Personal Trainer/Coach

Premier Fitness Systems Inc., SCOTTSDALE, AZ

Assessed client fitness levels and created individualized plans, Built client base by conducting orientations and providing personal training sessions. August 2000 - October 2003

Vice President Of Business Development

GE Capital Franchise Finance, SCOTTSDALE, AZ

Relationship development with C-Suite executives and up to create financing programs tailored to lender and franchise owner needs.

Complete financial analysis of overall Borrower leverage and Debt/Equity ratio, FCCR/DCR, Asset valuation, LTV and review overall borrower strength/weakness to determine creditworthiness and structure final credit facility terms.

Draft and issue term sheets, oversee transactions through underwriting and funding process, negotiate complex legal issues and documents related to collateral, estoppels and waivers and title and recourse to close loans.

Exceeded annual revenue goals by 15% annually, totaling over $250MM for territory accounts, awarded "Presidents Club" status by business CEO. My Core Competencies are:

I am an enthusiastic client

advocate and can reconcile

conflicting interests to bring

parties together to achieve

collective goals.

I have a strategic consultative

sales origination and closing

style that aligns all

stakeholders in the deal

process.

I am highly organized,

proactive, and results-

oriented, with experience in

financial analysis and

management, organizational

development, and operational

excellence.

Structuring and originating

Real Estate, Equipment and

Enterprise loans and NNN

leases within a highly

competitive and volatile

industry environment.

Expert in accessing C-Suite

and decision makers as well as

expanding business

opportunities from within.

November 1996 - August 2000

Regional Vice President

Captec Financial Group, Ann Arbor, MI

Senior Sales executive promoted from inside marketing Coordinator to Assistant V.P. to V.P of Sales

Originated, priced, negotiated and processed commercial loans and NNN leases typically in the range of $500,000 to $10,000,000.

Complete borrower and collateral cash flow and FCCR analysis, structure transactions, draft and issue proposals to borrower as well as preparation and submission of underwriting package, final negotiation of legal and loan documentation

Utilize cold calling, trade shows, conferences, create marketing campaigns, maintain and develop using CRM software to generate and convert leads to transactions and manage client relationships

Portfolio and Property management of non-income generating investment properties in REIT, Captec Net Lease Realty, Inc. (CRRR). Re-tenanting and sales of vacant/non-income generating properties to maximize cash flow to company.

EDUCATION

January 1993

Bachelor Of Arts, Germanic Languages

Minor in Political Science

University of Michigan, Ann Arbor, Michigan

CERTIFICATIONS

Certified Personal Trainer / Certified Nutritionist

IFBB Professional Athlete 2014

Certificate in Business German (Prufung /Certifikate Wirkschaftsdeutsch)

LANGUAGES

German Fluent

Exchange student to Germany, Youth for Understanding Scholarship recipient granted by US Congress, 1987 VOLUNTEER EXPERIENCE

January 2003 - Present

Coordinator/Foster/New Hope partner

Pei People Rescue (501c3), Tucson, AZ

During my invaluable time as a full-time parent and family CEO, I have remained deeply committed to human and animal welfare in Maricopa and Pima counties. I volunteered extensively with Homeward Bound, advocating and fundraising though the Old Bags Luncheon to support independence and self-sufficiency for families that are victims of abuse and domestic violence.

I am currently a coordinator for Pei People Rescue (501c3) which is a New Hope Partner with MCACC, AZ Humane, Pima ACC, HSOY, LHHS and in six other western states. Pei People was founded in 2007 and saves over 120 Chinese Shar-Pei annually that are at risk for euthanasia or in medical crisis and are otherwise unadoptable. I was the founder and operator of the Rio Salado Vizsla Club Rescue, affiliated with the AKC Vizsla Club of America, Inc. from 2003-2009. I was a founding volunteer with Medical Animals in need (M.A.I N.) until joining forces with Pei People in 2012 where I remain active. For Pei People I am responsible for at-large and shelter outreach, temperament and medical needs evaluation, extraction and transport of at-risk dogs, dog/dog evaluation, assist with arrangement of foster placement and medical care, facilitate adoptions and volunteer activities and public outreach and adoption events.

.

TRISHA A.

FLEISCHER

BUSINESS DEVELOPMENT

/FINANCE EXECUTIVE

CONTACT

480-***-****

adwhy5@r.postjobfree.com

SCOTTSDALE, AZ

CAREER OBJECTIVE

I am seeking to return to a critical role

in business development and finance

using my proven track record of

success in creating and driving business

strategies, increasing revenue and

client acquisition and retention. I left

my career in 2003 to become a full

time parent and support my spouse in

building Spirit Finance Corporation

(NYSE:FSC) which was later sold for

$3.5B.

I was and am a hard-working

independent self-guided professional

with experience in consultative sales,

customer loyalty, and contract

negotiation & management. Frequently

praised as collaborative by peers, I can

be relied upon to help your team

achieve its goals.

EXPERIENCE

March 2014 – January 2023

Business Owner/Operator

TrishFit, LLC, SCOTTSDALE, AZ

Exceptional consultative sales and business development skills, adept at fitness customer needs assessment and customer relationship management and growth using all social media outlets.

Proficient in all aspects of training and nutrition for lifestyle clients as well as athletes, youth athletes, metabolic disorders, and weight loss clients. Successfully coached lifestyle and competitive athletes. August 2019 - February 2022

Personal Trainer/Coach

Farrow Competitive Training, Tempe, AZ

Trained in person as well as online, one and one and in small groups of up to 4 people, Developed and sold personal training as well as general gym memberships as a staff trainer before converting to rent with 100% commissions on all training.

Helped grow FCT membership from 150 to over 500 members September 2011 - March 2014

Personal Trainer/Coach

Premier Fitness Systems Inc., SCOTTSDALE, AZ

Assessed client fitness levels and created individualized plans, Built client base by conducting orientations and providing personal training sessions. August 2000 - October 2003

Vice President Of Business Development

GE Capital Franchise Finance, SCOTTSDALE, AZ

Relationship development with C-Suite executives and up to create financing programs tailored to lender and franchise owner needs.

Complete financial analysis of overall Borrower leverage and Debt/Equity ratio, FCCR/DCR, Asset valuation, LTV and review overall borrower strength/weakness to determine creditworthiness and structure final credit facility terms.

Draft and issue term sheets, oversee transactions through underwriting and funding process, negotiate complex legal issues and documents related to collateral, estoppels and waivers and title and recourse to close loans.

Exceeded annual revenue goals by 15% annually, totaling over $250MM for territory accounts, awarded "Presidents Club" status by business CEO. My Core Competencies are:

I am an enthusiastic client

advocate and can reconcile

conflicting interests to bring

parties together to achieve

collective goals.

I have a strategic consultative

sales origination and closing

style that aligns all

stakeholders in the deal

process.

I am highly organized,

proactive, and results-

oriented, with experience in

financial analysis and

management, organizational

development, and operational

excellence.

Structuring and originating

Real Estate, Equipment and

Enterprise loans and NNN

leases within a highly

competitive and volatile

industry environment.

Expert in accessing C-Suite

and decision makers as well as

expanding business

opportunities from within.

November 1996 - August 2000

Regional Vice President

Captec Financial Group, Ann Arbor, MI

Senior Sales executive promoted from inside marketing Coordinator to Assistant V.P. to V.P of Sales

Originated, priced, negotiated and processed commercial loans and NNN leases typically in the range of $500,000 to $10,000,000.

Complete borrower and collateral cash flow and FCCR analysis, structure transactions, draft and issue proposals to borrower as well as preparation and submission of underwriting package, final negotiation of legal and loan documentation

Utilize cold calling, trade shows, conferences, create marketing campaigns, maintain and develop using CRM software to generate and convert leads to transactions and manage client relationships

Portfolio and Property management of non-income generating investment properties in REIT, Captec Net Lease Realty, Inc. (CRRR). Re-tenanting and sales of vacant/non-income generating properties to maximize cash flow to company.

EDUCATION

January 1993

Bachelor Of Arts, Germanic Languages

Minor in Political Science

University of Michigan, Ann Arbor, Michigan

CERTIFICATIONS

Certified Personal Trainer / Certified Nutritionist

IFBB Professional Athlete 2014

Certificate in Business German (Prufung /Certifikate Wirkschaftsdeutsch)

LANGUAGES

German Fluent

Exchange student to Germany, Youth for Understanding Scholarship recipient granted by US Congress, 1987 VOLUNTEER EXPERIENCE

January 2003 - Present

Coordinator/Foster/New Hope partner

Pei People Rescue (501c3), Tucson, AZ

During my invaluable time as a full-time parent and family CEO, I have remained deeply committed to human and animal welfare in Maricopa and Pima counties. I volunteered extensively with Homeward Bound, advocating and fundraising though the Old Bags Luncheon to support independence and self-sufficiency for families that are victims of abuse and domestic violence.

I am currently a coordinator for Pei People Rescue (501c3) which is a New Hope Partner with MCACC, AZ Humane, Pima ACC, HSOY, LHHS and in six other western states. Pei People was founded in 2007 and saves over 120 Chinese Shar-Pei annually that are at risk for euthanasia or in medical crisis and are otherwise unadoptable. I was the founder and operator of the Rio Salado Vizsla Club Rescue, affiliated with the AKC Vizsla Club of America, Inc. from 2003-2009. I was a founding volunteer with Medical Animals in need (M.A.I N.) until joining forces with Pei People in 2012 where I remain active. For Pei People I am responsible for at-large and shelter outreach, temperament and medical needs evaluation, extraction and transport of at-risk dogs, dog/dog evaluation, assist with arrangement of foster placement and medical care, facilitate adoptions and volunteer activities and public outreach and adoption events.

.

TRISHA A.

FLEISCHER

BUSINESS DEVELOPMENT

/FINANCE EXECUTIVE

CONTACT

480-***-****

adwhy5@r.postjobfree.com

SCOTTSDALE, AZ

CAREER OBJECTIVE

I am seeking to return to a critical role

in business development and finance

using my proven track record of

success in creating and driving business

strategies, increasing revenue and

client acquisition and retention. I left

my career in 2003 to become a full

time parent and support my spouse in

building Spirit Finance Corporation

(NYSE:FSC) which was later sold for

$3.5B.

I was and am a hard-working

independent self-guided professional

with experience in consultative sales,

customer loyalty, and contract

negotiation & management. Frequently

praised as collaborative by peers, I can

be relied upon to help your team

achieve its goals.

EXPERIENCE

March 2014 – January 2023

Business Owner/Operator

TrishFit, LLC, SCOTTSDALE, AZ

Exceptional consultative sales and business development skills, adept at fitness customer needs assessment and customer relationship management and growth using all social media outlets.

Proficient in all aspects of training and nutrition for lifestyle clients as well as athletes, youth athletes, metabolic disorders, and weight loss clients. Successfully coached lifestyle and competitive athletes. August 2019 - February 2022

Personal Trainer/Coach

Farrow Competitive Training, Tempe, AZ

Trained in person as well as online, one and one and in small groups of up to 4 people, Developed and sold personal training as well as general gym memberships as a staff trainer before converting to rent with 100% commissions on all training.

Helped grow FCT membership from 150 to over 500 members September 2011 - March 2014

Personal Trainer/Coach

Premier Fitness Systems Inc., SCOTTSDALE, AZ

Assessed client fitness levels and created individualized plans, Built client base by conducting orientations and providing personal training sessions. August 2000 - October 2003

Vice President Of Business Development

GE Capital Franchise Finance, SCOTTSDALE, AZ

Relationship development with C-Suite executives and up to create financing programs tailored to lender and franchise owner needs.

Complete financial analysis of overall Borrower leverage and Debt/Equity ratio, FCCR/DCR, Asset valuation, LTV and review overall borrower strength/weakness to determine creditworthiness and structure final credit facility terms.

Draft and issue term sheets, oversee transactions through underwriting and funding process, negotiate complex legal issues and documents related to collateral, estoppels and waivers and title and recourse to close loans.

Exceeded annual revenue goals by 15% annually, totaling over $250MM for territory accounts, awarded "Presidents Club" status by business CEO. My Core Competencies are:

I am an enthusiastic client

advocate and can reconcile

conflicting interests to bring

parties together to achieve

collective goals.

I have a strategic consultative

sales origination and closing

style that aligns all

stakeholders in the deal

process.

I am highly organized,

proactive, and results-

oriented, with experience in

financial analysis and

management, organizational

development, and operational

excellence.

Structuring and originating

Real Estate, Equipment and

Enterprise loans and NNN

leases within a highly

competitive and volatile

industry environment.

Expert in accessing C-Suite

and decision makers as well as

expanding business

opportunities from within.

November 1996 - August 2000

Regional Vice President

Captec Financial Group, Ann Arbor, MI

Senior Sales executive promoted from inside marketing Coordinator to Assistant V.P. to V.P of Sales

Originated, priced, negotiated and processed commercial loans and NNN leases typically in the range of $500,000 to $10,000,000.

Complete borrower and collateral cash flow and FCCR analysis, structure transactions, draft and issue proposals to borrower as well as preparation and submission of underwriting package, final negotiation of legal and loan documentation

Utilize cold calling, trade shows, conferences, create marketing campaigns, maintain and develop using CRM software to generate and convert leads to transactions and manage client relationships

Portfolio and Property management of non-income generating investment properties in REIT, Captec Net Lease Realty, Inc. (CRRR). Re-tenanting and sales of vacant/non-income generating properties to maximize cash flow to company.

EDUCATION

January 1993

Bachelor Of Arts, Germanic Languages

Minor in Political Science

University of Michigan, Ann Arbor, Michigan

CERTIFICATIONS

Certified Personal Trainer / Certified Nutritionist

IFBB Professional Athlete 2014

Certificate in Business German (Prufung /Certifikate Wirkschaftsdeutsch)

LANGUAGES

German Fluent

Exchange student to Germany, Youth for Understanding Scholarship recipient granted by US Congress, 1987 VOLUNTEER EXPERIENCE

January 2003 - Present

Coordinator/Foster/New Hope partner

Pei People Rescue (501c3), Tucson, AZ

During my invaluable time as a full-time parent and family CEO, I have remained deeply committed to human and animal welfare in Maricopa and Pima counties. I volunteered extensively with Homeward Bound, advocating and fundraising though the Old Bags Luncheon to support independence and self-sufficiency for families that are victims of abuse and domestic violence.

I am currently a coordinator for Pei People Rescue (501c3) which is a New Hope Partner with MCACC, AZ Humane, Pima ACC, HSOY, LHHS and in six other western states. Pei People was founded in 2007 and saves over 120 Chinese Shar-Pei annually that are at risk for euthanasia or in medical crisis and are otherwise unadoptable. I was the founder and operator of the Rio Salado Vizsla Club Rescue, affiliated with the AKC Vizsla Club of America, Inc. from 2003-2009. I was a founding volunteer with Medical Animals in need (M.A.I N.) until joining forces with Pei People in 2012 where I remain active. For Pei People I am responsible for at-large and shelter outreach, temperament and medical needs evaluation, extraction and transport of at-risk dogs, dog/dog evaluation, assist with arrangement of foster placement and medical care, facilitate adoptions and volunteer activities and public outreach and adoption events.

.

TRISHA A.

FLEISCHER

BUSINESS DEVELOPMENT

/FINANCE EXECUTIVE

CONTACT

480-***-****

adwhy5@r.postjobfree.com

SCOTTSDALE, AZ

CAREER OBJECTIVE

I am seeking to return to a critical role

in business development and finance

using my proven track record of

success in creating and driving business

strategies, increasing revenue and

client acquisition and retention. I left

my career in 2003 to become a full

time parent and support my spouse in

building Spirit Finance Corporation

(NYSE:FSC) which was later sold for

$3.5B.

I was and am a hard-working

independent self-guided professional

with experience in consultative sales,

customer loyalty, and contract

negotiation & management. Frequently

praised as collaborative by peers, I can

be relied upon to help your team

achieve its goals.

EXPERIENCE

March 2014 – January 2023

Business Owner/Operator

TrishFit, LLC, SCOTTSDALE, AZ

Exceptional consultative sales and business development skills, adept at fitness customer needs assessment and customer relationship management and growth using all social media outlets.

Proficient in all aspects of training and nutrition for lifestyle clients as well as athletes, youth athletes, metabolic disorders, and weight loss clients. Successfully coached lifestyle and competitive athletes. August 2019 - February 2022

Personal Trainer/Coach

Farrow Competitive Training, Tempe, AZ

Trained in person as well as online, one and one and in small groups of up to 4 people, Developed and sold personal training as well as general gym memberships as a staff trainer before converting to rent with 100% commissions on all training.

Helped grow FCT membership from 150 to over 500 members September 2011 - March 2014

Personal Trainer/Coach

Premier Fitness Systems Inc., SCOTTSDALE, AZ

Assessed client fitness levels and created individualized plans, Built client base by conducting orientations and providing personal training sessions. August 2000 - October 2003

Vice President Of Business Development

GE Capital Franchise Finance, SCOTTSDALE, AZ

Relationship development with C-Suite executives and up to create financing programs tailored to lender and franchise owner needs.

Complete financial analysis of overall Borrower leverage and Debt/Equity ratio, FCCR/DCR, Asset valuation, LTV and review overall borrower strength/weakness to determine creditworthiness and structure final credit facility terms.

Draft and issue term sheets, oversee transactions through underwriting and funding process, negotiate complex legal issues and documents related to collateral, estoppels and waivers and title and recourse to close loans.

Exceeded annual revenue goals by 15% annually, totaling over $250MM for territory accounts, awarded "Presidents Club" status by business CEO. My Core Competencies are:

I am an enthusiastic client

advocate and can reconcile

conflicting interests to bring

parties together to achieve

collective goals.

I have a strategic consultative

sales origination and closing

style that aligns all

stakeholders in the deal

process.

I am highly organized,

proactive, and results-

oriented, with experience in

financial analysis and

management, organizational

development, and operational

excellence.

Structuring and originating

Real Estate, Equipment and

Enterprise loans and NNN

leases within a highly

competitive and volatile

industry environment.

Expert in accessing C-Suite

and decision makers as well as

expanding business

opportunities from within.

November 1996 - August 2000

Regional Vice President

Captec Financial Group, Ann Arbor, MI

Senior Sales executive promoted from inside marketing Coordinator to Assistant V.P. to V.P of Sales

Originated, priced, negotiated and processed commercial loans and NNN leases typically in the range of $500,000 to $10,000,000.

Complete borrower and collateral cash flow and FCCR analysis, structure transactions, draft and issue proposals to borrower as well as preparation and submission of underwriting package, final negotiation of legal and loan documentation

Utilize cold calling, trade shows, conferences, create marketing campaigns, maintain and develop using CRM software to generate and convert leads to transactions and manage client relationships

Portfolio and Property management of non-income generating investment properties in REIT, Captec Net Lease Realty, Inc. (CRRR). Re-tenanting and sales of vacant/non-income generating properties to maximize cash flow to company.

EDUCATION

January 1993

Bachelor Of Arts, Germanic Languages

Minor in Political Science

University of Michigan, Ann Arbor, Michigan

CERTIFICATIONS

Certified Personal Trainer / Certified Nutritionist

IFBB Professional Athlete 2014

Certificate in Business German (Prufung /Certifikate Wirkschaftsdeutsch)

LANGUAGES

German Fluent

Exchange student to Germany, Youth for Understanding Scholarship recipient granted by US Congress, 1987 VOLUNTEER EXPERIENCE

January 2003 - Present

Coordinator/Foster/New Hope partner

Pei People Rescue (501c3), Tucson, AZ

During my invaluable time as a full-time parent and family CEO, I have remained deeply committed to human and animal welfare in Maricopa and Pima counties. I volunteered extensively with Homeward Bound, advocating and fundraising though the Old Bags Luncheon to support independence and self-sufficiency for families that are victims of abuse and domestic violence.

I am currently a coordinator for Pei People Rescue (501c3) which is a New Hope Partner with MCACC, AZ Humane, Pima ACC, HSOY, LHHS and in six other western states. Pei People was founded in 2007 and saves over 120 Chinese Shar-Pei annually that are at risk for euthanasia or in medical crisis and are otherwise unadoptable. I was the founder and operator of the Rio Salado Vizsla Club Rescue, affiliated with the AKC Vizsla Club of America, Inc. from 2003-2009. I was a founding volunteer with Medical Animals in need (M.A.I N.) until joining forces with Pei People in 2012 where I remain active. For Pei People I am responsible for at-large and shelter outreach, temperament and medical needs evaluation, extraction and transport of at-risk dogs, dog/dog evaluation, assist with arrangement of foster placement and medical care, facilitate adoptions and volunteer activities and public outreach and adoption events.

.

TRISHA A.

FLEISCHER

BUSINESS DEVELOPMENT

/FINANCE EXECUTIVE

CONTACT

480-***-****

adwhy5@r.postjobfree.com

SCOTTSDALE, AZ

CAREER OBJECTIVE

I am seeking to return to a critical role

in business development and finance

using my proven track record of

success in creating and driving business

strategies, increasing revenue and

client acquisition and retention. I left

my career in 2003 to become a full

time parent and support my spouse in

building Spirit Finance Corporation

(NYSE:FSC) which was later sold for

$3.5B.

I was and am a hard-working

independent self-guided professional

with experience in consultative sales,

customer loyalty, and contract

negotiation & management. Frequently

praised as collaborative by peers, I can

be relied upon to help your team

achieve its goals.

EXPERIENCE

March 2014 – January 2023

Business Owner/Operator

TrishFit, LLC, SCOTTSDALE, AZ

Exceptional consultative sales and business development skills, adept at fitness customer needs assessment and customer relationship management and growth using all social media outlets.

Proficient in all aspects of training and nutrition for lifestyle clients as well as athletes, youth athletes, metabolic disorders, and weight loss clients. Successfully coached lifestyle and competitive athletes. August 2019 - February 2022

Personal Trainer/Coach

Farrow Competitive Training, Tempe, AZ

Trained in person as well as online, one and one and in small groups of up to 4 people, Developed and sold personal training as well as general gym memberships as a staff trainer before converting to rent with 100% commissions on all training.

Helped grow FCT membership from 150 to over 500 members September 2011 - March 2014

Personal Trainer/Coach

Premier Fitness Systems Inc., SCOTTSDALE, AZ

Assessed client fitness levels and created individualized plans, Built client base by conducting orientations and providing personal training sessions. August 2000 - October 2003

Vice President Of Business Development

GE Capital Franchise Finance, SCOTTSDALE, AZ

Relationship development with C-Suite executives and up to create financing programs tailored to lender and franchise owner needs.

Complete financial analysis of overall Borrower leverage and Debt/Equity ratio, FCCR/DCR, Asset valuation, LTV and review overall borrower strength/weakness to determine creditworthiness and structure final credit facility terms.

Draft and issue term sheets, oversee transactions through underwriting and funding process, negotiate complex legal issues and documents related to collateral, estoppels and waivers and title and recourse to close loans.

Exceeded annual revenue goals by 15% annually, totaling over $250MM for territory accounts, awarded "Presidents Club" status by business CEO. My Core Competencies are:

I am an enthusiastic client

advocate and can reconcile

conflicting interests to bring

parties together to achieve

collective goals.

I have a strategic consultative

sales origination and closing

style that aligns all

stakeholders in the deal

process.

I am highly organized,

proactive, and results-

oriented, with experience in

financial analysis and

management, organizational

development, and operational

excellence.

Structuring and originating

Real Estate, Equipment and

Enterprise loans and NNN

leases within a highly

competitive and volatile

industry environment.

Expert in accessing C-Suite

and decision makers as well as

expanding business

opportunities from within.

November 1996 - August 2000

Regional Vice President

Captec Financial Group, Ann Arbor, MI

Senior Sales executive promoted from inside marketing Coordinator to Assistant V.P. to V.P of Sales

Originated, priced, negotiated and processed commercial loans and NNN leases typically in the range of $500,000 to $10,000,000.

Complete borrower and collateral cash flow and FCCR analysis, structure transactions, draft and issue proposals to borrower as well as preparation and submission of underwriting package, final negotiation of legal and loan documentation

Utilize cold calling, trade shows, conferences, create marketing campaigns, maintain and develop using CRM software to generate and convert leads to transactions and manage client relationships

Portfolio and Property management of non-income generating investment properties in REIT, Captec Net Lease Realty, Inc. (CRRR). Re-tenanting and sales of vacant/non-income generating properties to maximize cash flow to company.

EDUCATION

January 1993

Bachelor Of Arts, Germanic Languages

Minor in Political Science



Contact this candidate