Chaz Wagner Email & Phone Number

Bethesda, Maryland, United States

Bethesda, Maryland

Manages all of our Business Advisors specializing in new originations through direct sales, strategic partnerships, and our broker channels. Responsible for all stages of training and employee development as well as monitoring and interpreting all performance metrics for both the department and individual team members. Main focus is to help drive growth.

Bethesda, Maryland

Co-managed a team of Account Executives while also maintaining a high level of performance in an individual production capacity. The team’s primary focus was the Broker/Partner channel, which makes up more than 75% of the company’s overall originations. Part of this leadership role was on boarding new Business Advisors, as well as training and employee.

Bethesda, Maryland

Worked with SMB’s all over the country to provide financing solutions for their businesses. This evaluation includes reviewing all facets of the business and owner to decide which programs the client would be eligible for and which would be the best fit. Began working with prospective clients directly through live web call-ins and web applications, but.

Frederick County, Maryland, United States

Assisted both buyers and sellers in their transition to and from their homes. Cooperated as a member of a Real Estate team, handling not only interactive duties with buyers or sellers, but also administrative/office duties such as research, finances, scheduling, and filing.

Master Of Business Administration - Mba, Business Analytics, Supply Chain Planning

Masters Of Finance

Bachelor'S Degree