Business services firm providing business plans, feasibility studies, market analysis, workouts, land acquisition guidance, due-diligence reviews, loss mitigation advice, and loan modification direction.
President / Managing Member
Member of executive leadership team and personally accountable for business-founding activities of new business marketing, client acquisition, project engagement, and client satisfaction. Lead and motivate technical and operational teams through a clear understanding of objectives combined with the right tools and training to produce results. Client industry base has included mortgage banking, timeshare resorts, credit unions, golf courses, and finance companies.
·Enabled client market expansion by personally overseeing all aspects of physical site acquisition, including market and consumer research, lease negotiations, space planning, construction coordination, staff recruitment, and infrastructure connectivity.
·Delivered operational and project management to support client merger by developing operational change management objectives such as internal controls, compliance needs, and sales programs.
·Aligned financial management of new subsidiary within established company by developing an annual budget and monthly forecasting, including capital expenditure needs and timelines within established budgetary constraints.