Benjamin Wilborn Email & Phone Number

Inola, Oklahoma, United States

- Run transactions including deposits, withdrawals, loan payments, transfers, money orders, and cashiers checks- Open new bank accounts- Answer incoming phone calls

Catoosa, Oklahoma, United States

- Cashier: facilitated item purchases and returns, directed customers to desired products, answered incoming phone calls- Cash Office: Balanced all registers and the safe, prepared bank deposits, reported major discrepancies.

Tulsa, Oklahoma Area

- Set up technology infrastructure for CRM, emailing and automatic scheduling- Identified 550+ referral sources on the west coast, uploaded to CRM- Converted 125+ (23%) into active relationships, producing significant deal flow- Generated investment opportunities across health, IT, industrial manufacturing, etc.- Participated in 50+ video/calls and in-person meetings alongside Managing Partner- Created tracking database of 1,200+ live opportunities in U.S. lower middle market- Analyzed investment opportunities across multiple sectors and business models- Created valuations using DCF, precedent transactions and sector specific methods- Created step-by-step process/procedure handbook for future analysts

Tulsa, Oklahoma Area

- Contacted prospective clients based on my network- Facilitated meetings with prospective clients- Analyzed financial information- Explained what insurance policies were available and practical

Tulsa, Oklahoma Area

- Performed office errand work for multiple professors (printing papers, posting flyers, sorting mail)- Guided students to their respective professor's office