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Private Lender

PersonVirginia, United Stateseme-16615810352525
InvestingOpen to pitchesFollows roundsDeals to invest inPartners & collaboratorsFundingNetworking & meetupsFeedback & idea validation

About

10 years experience of progressively consistent achievements, business development, relationship management and increased sales with expertise in relationship building and client management. Key skills include:
-Built business from the ground up achieving #1 ranking regionally and top 5% nationally in three different geographic locations (Virginia, Kentucky, Ohio)
-Perennial National Achiever with different companies in different job roles
- Expert at financing for High Net Worth clients as well as collaboration with Wealth Advisors, Estate Planners, Trust Officers, and Private Bank Relationship Managers
-Won the business from and Corporate account manager for Large Real Estate Corporations, Capital Investment Firms, Real Estate Developers and Builders with assets totaling in the Multi-Billions
-Won the accounts of 9 different real estate developments totaling over $500 Million. Managing the relationship from the top down; providing lending solutions to consumers while managing the corporate relationship
-Presentations to large groups consisting of C-Level Execs as well as employee base
-Ongoing Account Management of 90+ clients
-Ranked #1 in Virginia and #10 in the Country on the National Accounts Team (Fortune 500/1000 Account Management and Business Development)
--Managing accounts and relationships, making presentations, and new business development for Fortune 500/1000 Companies, Hospitals and Medical Practices, Large Real Estate Developments, Consumers, and Key Accounts

Founder & operatorFinancial Services

Looking for

Deals to invest inPartners & collaboratorsFundingNetworking & meetupsFeedback & idea validation

Highlights

Highlights coming soon

Notable work and milestones will show up here.