Broker financing solutions for small business owners.

• Interviewed, hired team members, and created a top performance company culture.
• Established operational processes, policies and procedures that increased productivity by 55% and customer satisfaction by 45%, while reducing cost by 25%.
• Led Customer Service, Human Resources, Audit/Compliance Departments, and relationship with Vendors and Suppliers.
• Acted as consultant to CEO and Owners on operational and marketing strategy and use of technology to streamline processes.

• Managed stock-bond portfolio and real estate investments for a high net worth individual.

• Advised clients on financial plans utilizing a portfolio of investment strategies.
• Formulated asset allocation strategies and developed proprietary investment models for client portfolios.

• Established clients for managed futures and online trading accounts.
• Performed office administration, customer service, compliance, and client development functions. Designed and developed website and lead generating marketing programs.

• Solicited commodity options trading accounts by phone, traded options contracts and serviced clients.
• Acted as Compliance and Branch Office Manager, trained new brokers.

• Identified improvements for loan processes to increase the quality of services rendered to clients in the banking and finance industry.
• Developed and implemented Process Re-engineering on working orders and sales operations including system controls for a retail company.

Caterpillar Overseas S.A. (Geneva, Switzerland):
• Completed a six-nation client research and presented statistical results to management.

Peruvian Navy Consultant (Den Haag, Holland):
• Program director for Peruvian Navy while traveling from Holland to Peru.

G.E. Capital Services (Alexandria, VA):
• Led twelve employees to audit mortgage loans and completed broker operations manual.