Dear Colleagues,

After reviewing your requirements as outlined in your advertisement, it appears that my background is ideally tailored to these requirements.

I hope to effectively utilize all my skills with your company. I’m eager to learn, willing to try new ideas, and easily manage change. I’m experienced in managing people and business improvements in collaborative project-based environments combined with exceptional writing, presentation, quantitative and quantitative skills.

I’m a MBA Finance professional with over 28 years of successful experience bringing new customers, managing revenue streams, and maintaining solid account relationships. Focused on continuous improvement of sales numbers through strategic management of teams and monitoring market trends. Skillfully build connections and remove roadblocks by leveraging experience and expertise. Equipped to revitalize sales, operations, and align procedures to maximize profits and client acquisition while improving sales procedures to streamline and strengthen processes.

My background, education and skill set provide a uniquely significant tool chest of experience. This tool chest can well strengthen your organization's ability to use my talents to provide new approaches to growing your company.

Let’s discuss how I can be of service to your company or finance case study.

Sincerely,

Jarrod Thomas Serrato

3857 Birch St #926

Newport Beach, CA 92660

adyxs7@r.postjobfree.com

M)949-***-****

Jarrod T. Serrato

PROFESSIONAL SKILL SUMMARY

Well-developed interpersonal skills

Proven planning and organizational skills

Demonstrated ability to foster an inclusive work culture.

Integrity in line with values and vision of Organization, driven to goals.

Advanced Microsoft Office Skills

Monitor performance with tracking and corrective measures, as necessary.

Maintain and build key relationships with partners, clients, customers, and stakeholders.

Excellent client focus and understanding of total client satisfaction.

Success in driving operational improvements.

Strong Oral, Written and Communications skills.

Well-developed interpersonal skills

Proven Planning and Organizational Skills

ACCOMPLISHMENTS

• Strategic Planning

• Financial Due Diligence

• Financial Analysis Software

• Microsoft Office Suite

• Financial Reporting & Analysis

• CRM/ERP Software

TECHNICAL SKILLS

• Excel power user

• Classes and credits toward CFA AND CFP

• Argus

• Spanish speaking Fluent

• California Real Estate and NMLS Licensed CA, AZ, WA, OR, OK, IA (15 states)

• NASD Broker Series 7, 22,15,63,65.

• Life and Disability Agent, with financial planning, wealth management

MOST RELEVANT PROJECTS/WORK

PROFESSIONAL EXPERIENCE

Today’s Approval, Sales Manager, Irvine, Ca, 1/2022 to present

· Excellent problem-solver with broad experience collaborating in cross-functional and fast paced environments.

· Strong track record and demonstrated expertise in developing and maintaining industry professional relationships.

· Successfully coached, mentored, and motivated underperforming teams and employees.

· Ability to read, analyze, and interpret complex projects.

· Effectively develops individual, departmental, and organizational goals to obtain objectives.

· Time management and leadership skills with the ability to work efficiently under pressure.

· Highly effective and comfortable working with people at all levels of the organization

· Develop new business and maintain high quality customer service to maintain retention and increase new contracts.

· Review contact documentation to ensure procedural compliance and adequate coverage of issues.

· Work diligently to resolve unique and recurring complaints, promoting loyalty, and enhancing operations.

· Interview and participate in the selection process to fill sale positions and train new associates as needed.

Operations and development, top sales production manager for nationwide office of top 5%

Experience:

Premiere Financial, Vp Business Development, Newport Beach, CA, 1/2020 to 1/22

Collaborate with executive team, setting, and driving vision, operational strategy

Translate strategy into actionable and measurable goals for performance and growth

Analyze internal operations for process improvements.

Develop actionable business strategies and plans that align with long- and short-term objectives for executive team

Monitor performance with tracking and establish corrective measures as needed, for current and forecasted.

Daily

- Leader of all “day to day” activity.

- Responsible for all aspects of the finance process case studies.

- Performed all aspects of the finance origination and processing, including but not limited to, qualifying borrowers, product selection and sales, complete package setup and compilation, and pipeline management.

- Developed an elite, top tier sales force where finance agents average over $6.00 mlln. in volume per month.

- Set up, maintained, and developed strategic business and finance partnerships.

- Helped develop strategic marketing plans, process, and sales protocol.

- Developed and implemented corporate policies and procedures that complied with local, state, and federal agencies.

Operations & Development, DPW Holdings, Newport Beach, CA, 1/2019 to 1/2020

MBA Finance level marketing, financial analysis, and metrics for this team of veteran syndicate managers. Ten company holding of this NYSE Wall Street firm with disruptive technology, great margins, ROI debt and equity, via PIPE structures and arbitrage for maximum capex and opex ROI. Sectors include block chain data storage development, commercial real estate, biotech, power storage for defense contracts, as well as revenue from textile and manufacturing firms acquired for managerial efficiencies, marketing, and metric upside, to institutional clients worldwide from USA, UK, and Israel.

Vice President, TMG. Family Offices – Costa Mesa CA, Jan. 2015 – Jan 2019-

Top producer associate for equity and lending division. Graduated top of class, set company record over 5,000 employees as “daily beast,” ranked #2 twice for the program. Ranked #1 in Orange County for best corporate financial and marketing training programs. Commercial and Business Finance, Area Sales management, team leader managing team of outbound marketing for top sales goals in niche product in addition to commercial residential mortgages, real estate insurance and security sales. 30 years top marketing sales and metrics in all areas of finance leading team to successful targets and goals within the company on nationwide product efforts. Wall Street and main street pedigree utilized to manage teams and customers for efficient ROI and key success factors. Consulting finance analyst financial planning technique as well as MBA finance and management approach utilized for successful clients’ portfolios and as mentor to others as leader within and without the firm. Retail commercial and industrial case studies managed to key metrics and organizational progression to realized capex and Opex goals.

Vice President, Corporate Finance, Newport Strategies - Newport Beach CA, 2010 – 2015

Performed budgeting, planning FP&A for projects manufacturing, tech, real estate mortgage and other portfolios. Advanced from Associate, Financial Analyst to FP&A Manager. Managed ETF and co-managed hedge fund, real estate, and fixed income portfolios. Produced business analytics, marketing, and finance strategies. EVA, ROI, IRR, and financial metrics analysis of possible acquisition project targets; valuations resulted in investment acquisition decisions.

Increased ROE’s 115-400%, reduced capex, and debt schedules 50%.

Coordinated and prepared annual opex, utility and capex budgets, reduced opex 3-5%.

Created financial models to evaluate potential investments, including project level performance, supply chain, and structured finance.

FP&A Manager/Senior Financial Analyst, Farheap - Irvine CA, Jan 2008 – Jan 2010

Worked with CFO and accounting teams on various cost centers and ad hoc projects. Supervised 4-6 employees on intercompany AR, AP, treasury and finance reporting, and intercompany foreign exchange rate duties. Balance sheet reporting for ten countries, five divisions, and corporate.

Associate, Far West - Highland CA, Jan 2007- Jan 2008

Finance, marketing, and planning; helped establish inventory and internet platforms. Developed investment-specific acquisition strategies, replacement cost estimates, and value-add renovation budgets. Resolved operational and financial malfunctions to maximize benefit of IT & inventory systems.

Senior Financial Analyst, Foundation Capital Partners - Santa Ana CA, Feb 2002 – Dec 2007

Managed underwriting for growth capital firm. Created financial models to evaluate potential investments; built cash flow financial models from ground-up development to active, multi-tenant industrial portfolios.

Associate, UBS, Newport Beach CA – Feb 1998 – Feb 2002

Venture Capital/Equities, top producer, marketing, portfolio, and investment banking.

Associate, Morgan Stanley, Costa Mesa CA, Jul 1995 - Dec 1998

Venture Capital/Equities, top producer, marketing, portfolio, and investment banking.

Associate, Analyst, Marcus and Millichap, Newport Beach, CA –Feb 1987-May 1990,

Marketing for top multi residential commercial team in Orange County developing OC and Inland Empire, data analyst work, metrics, marketing, pre licensing commercial real estate cases.

EDUCATION

PEPPERDINE UNIVERSITY, MALIBU, CA

Master’s in Business Administration-Finance Emphasis

UNIVERSITY OF CALIFORNIA, IRVINE, CA

Bachelor of Arts in Economics

UNIVERSITY OF SOUTHERN CALIFORNIA, LOS ANGELES, CA

License Series 7 + (63/65,). State Life, Health, and Long-Term Care license

Real Estate License, NMLS and Securities passively licensed

Vocations:

Head Coach Matt Leinart Football. Irvine, CA

Member National Association Investment Bankers (NIBA)

President Knights of Columbus, Newport Beach, Charity Diocese of Orange.

Avid boater, skier, cyclist, father.

References:

Joe Perricone CEO, President, Perricone Juice, Newport Beach, CA, 949-***-****

Dr. Don Nagy-Professor, UCI, Lake Arrowhead, CA,951-***-****

Mitch Brantley -CEO, Beverages, Irvine, CA 714-***-****

Father A Garibaldi-Priest, Franciscan Friar, Oceanside, CA, 916-***-****

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