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Work experience

Jul 2006Present

Central Region Sales

Woodside Credit LLC

Woodside Credit LLC is an Exotic/Collector car finance company based in Newport Beach, CA.  Major accounts include:  Lamborghini, Ferrari, Bentley, Masarati, Aston Martin, etc.

-Responsible developing new territory and cultivating new account relationships in previously undeveloped territory.

-Developed territory from territory high of $200,000 in one month to $2.5 million in new business per month.

-Managed direct and indirect business from a 9 state territory.

Dec 2005Jun 2006

VP - Lending

Advancial FCU

-Responsible for all Credit Union lending including secured, unsecured, indirect and Mortgage.

-Developed new lending products/opportunities to increase member penetration level resulting in a y/y growth of 45.6% in loan originations.

-Facilitated indirect lending relationship and developed Risk Based Pricing system.

Nov 2003Nov 2005

Quality Assurance Manager

Quality Assurance Manager- promoted October 2004

-Led Loan Originations projects in process improvement for the Quality Assurance Department.

-Defined Federal, State and Internal Compliance gaps and developed monitoring programs to ensure compliance.

-Developed reporting criteria and reported results monthly to each business line.

Sales Manager - Nov 2003 to Oct 2004

-Increased sales 200% from $750,000 per month to $2.3 million in assigned territory.

-Managed dealer relationships to broaden Capital One’s business channel with Dealer Directproduct line introduction.

Mar 1996Jun 2003

Sales Manager

American Airlines

Account Sales Manager/Zone Lead for the Western Division – promoted Jun 2002

-Researched, analyzed and proposed new corporate and agency contracts totaling over $5m in revenuer per year.

-Developed new revenue opportunities within assigned territory and grew revenue from $1.2m per quarter to $6m per quarter.

-Zone Lead responsibilities included leadership and strategy for 10 Sales Managers.

AA Credit Union - Vacation Relief Manager - promoted May 2001

-Managed various branches around the U.S. during Managers absence.

-Direct lending responsibility for branch profitability.

-Led the Credit Union in Service Contract Sales for entire year after product launch – responsible for 20% of all weekly sales nationwide.

AA Credit Union - Bank Administrator/ Purchasing – promoted Jan 2000

-Re-aligned banking relationships nationwide for efficiency and a cost savings of $100k per year.

-Reconciled all bank accounts including ATM funding and investment accounts to facilitate cash flow and performed variance analysis.

-Initiated, developed and implemented process improvement which recognized a cost savings of $300k annually.

AA Credit Union - Accounting Assistant/Member Service Representative

-Facilitated all wire transfers according to Federal regulations.

-Proposed, developed and implemented new repetitive funds transfer product for an incremental revenue impact of $150,000 in the first year.

-Administered Power of Attorney records for member accounts.

-BSA compliance administrator.


Jul 2004Jan 2006


University of Phoenix
May 1999May 2001



A creative, entrepreneurial, strategic thinker that has demonstrated both the financial, sales and management skills required to see the big picture and target business growth and market expansion.

Sales Leadership:

Led loan team to a y/y volume increase of 45.6% by developing a new business channel opportunity

Business Development:

Strong record of sales growth with significant increase in application and close rates

Sales Management:

Developed new territory for Woodside Credit and realized a per month volume of $2.5 million

Financial Expertise:

Developed and implemented a consumer Risk Based Pricing Model realizing a y/y volume increase of 45.6%


Secretary - Housing Trust Fund Board, City of Frisco

Hobbys include:  Music, Scuba, Boating, Animals and Family


Group 1 Insurance

Texas Department of Insurance


Patrick Lambert

Patrick was a direct client from 2006-2009.

Darin Cline

Worked for Darin from 2004 - 2005.

Donald Scott

Worked directly for Don from 1997 to 2001.

Mitch Shatzen

Mitch is my current Supervisor and Mentor.