Expert Consultative Closer

Business Development Executive

• Willing to relocate to combine advanced sales and business expertise with Ivy League Education to secure vast investments from institutions and high-net-worth individuals for elite financial innovators. Exercise keen interest in global commerce and finance with intuitive understanding of intricate investment concepts in raising capital investments from the most exclusive class of investors.

• Entrepreneurial sales leader compiles inspiring portfolio of successes in closing expansive direct-sale pipelines as both a producer and manager. Marketing maven with keen eye for advertising and current trends intuitively orchestrates and executes multi-tier strategic campaigns, capturing competitive market share, and consistently outperforming goals.

• Innovating “hunter” prospecting tactics to cultivate trusted-advisor status with key gatekeepers. Funneling steady streams of ultra-desirable client referrals from hand-picked rolodex of brokers, attorneys, and financial experts into launch of regional mortgage company from startup to nearly immediate profitability and nine figure annual loan volume.

Opportunity Identification * Crisis Management * Quota Forecasting * Client Retention * Copywriting

Direct/E-Marketing * ROI Analysis * Consultative Close * Complex Sale

Professional Experience

President and CEO, First Atlantic Financial, LLC. Rockville, MD June 2005-September 2007

Primary leadership force of almost immediately profitable organization geared to track, nurture and capitalize on relationships with a dynamic, diverse, and handpicked base of local executives and professionals. Spearhead all company initiatives from multimedia marketing campaigns to company financials to training sales force.

Major Contributions:

• Orchestrate company start-up and growth to 45 employees and $232 million annualized volume within 18 months.

• Initiate, develop, and coach Intensive Training Regimen to a sales force of widely varying experience and skill-sets in securing B2B clients, realizing 22% pipeline volume increase 30 days post-training, and consistently expansive referral stream generation.

• Lead by example, exceeding $40 million personal closed volume annually.

• Negotiate partnership with JP Morgan Chase as start-up (against corporate policy), for 0.5% rate advantage over competition due to personal production history.

• Research and analyze demographics to copywrite, design and deliver direct and e-marketing campaigns, realizing a 3.75% call rate, 64% conversion rate, and approximately 5:1 ROI.

Senior Branch Manager, Trustworthy Mortgage Corp., Rockville, MD April 2004 – June 2005

Recruited to guide and accelerate growth of this highly profitable regional mortgage lending organization. Contributed to marketing strategy, branch development and corporate training while growing and managing personal pipeline.

Continued . . .

Major Contributions:

• Closed $34 million annualized volume while recruiting, training, and managing sales force.

• Top Producer of over 100 salespeople, 7 of 15 months, and always in top 3.

• Recruited, trained and supported team of 17 from 0 while maintaining personal production levels.

• Head of Top Producing Team six consecutive months (January – June 2005)

• Only employee to date to exceed $100,000 in single month production fees.

Senior Loan Officer, Freedom Lending Inc., Chicago, IL, Gaithersburg, MD May 2002-April 2004

Built personal mortgage pipeline through diligent cold calling, both by phone and in person, with no previous local contacts and zero industry experience. Learned business from ground up in apprentice-style environment.

Major Contributions:

• Achieved Top Producer status within 3 months as true novice and consistently remained.

• Spearheaded new B2B approach to growing business contacts, establishing strategic partnerships with local financial and real estate professionals to perpetuate pipeline growth.

Actor, ABC-TV, Various Production Companies, New York, NY May 2000 –March 2002

• Performed in independent films, soap operas such as “All My Children” and “As the World Turns”, stage productions and television advertising.

Education and Related Training

Columbia University in the City of New York May 2000

B.A. in English

CayMichael Patten Studio 2000-2002

Related Coursework - Improvisation, Understanding Subtext, Auditioning, Active Listening, Public Speaking

Extensive References Available On Request

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