As CFO of KTR Management, I led the financial operations with a focus on enhancing financial reporting accuracy, managing cash flow, and optimizing working capital. I was responsible for preparing and analyzing financial statements, managing payroll for over 200 employees, and ensuring compliance with regulatory standards. I implemented robust internal controls and streamlined financial processes to improve efficiency and mitigate risks. My role also involved managing relationships with customers and employees and providing financial analysis to support strategic decisions. My efforts contributed to maintaining financial stability and transparency throughout the organization.

As CFO at Patriot Supplies LLC, I was instrumental in establishing and managing the financial infrastructure of a newly founded company specializing in office products and supplies. I oversaw all financial functions, including accounting, financial reporting, and cash flow management. My responsibilities included developing financial strategies, implementing cost control measures, and ensuring compliance with industry regulations. I worked closely with the founders and executive team to provide financial insights that supported our mission of offering high-quality, affordable products with superior customer service. My efforts were crucial in maintaining financial stability and supporting the company's growth and customer satisfaction goals.

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As the CEO and owner of RCM Advantage, LLC, I led a premier Revenue Cycle Management and Consulting company based in Huntington Beach, CA. Our approach extended beyond traditional outsourced billing, as we provided comprehensive solutions to improve our clients' cash flow and operational efficiency. We specialized in creating seamless workflows for optimal reimbursement processes while also identifying additional revenue channels and cost-saving opportunities.Under my leadership, RCM Advantage focused on adapting to the evolving landscape of payor reimbursement policies, offering practical and compliant solutions tailored to the unique needs of physicians. I spearheaded a team of industry leaders with a strong track record of excellence, ensuring that our clients received the highest level of service and support.Our proactive management of the revenue cycle included a thorough analysis of each client's practice, allowing us to develop customized plans that maximized their financial potential. Whether acting as a trusted RCM partner or providing strategic consulting, my goal was to ensure that our clients achieved the financial success they aspired to, with a deep commitment to their success and a keen awareness of the challenges they faced.

As CFO, I held executive responsibility for overseeing all financial operations, including working capital management, capital expenditures, debt management, taxation, budgeting, and general accounting. I established and monitored robust financial and operational systems and controls, ensuring the integrity and efficiency of the company's financial processes.Key responsibilities included designing and maintaining comprehensive cash flow management policies, ensuring adequate cash resources for daily operations and strategic business initiatives. I also played a pivotal role in expanding and enhancing relationships with external banks, lenders, investors, and shareholders.In collaboration with the CEO, I helped set performance goals, allocate resources, and develop policies for employees, guiding managers to achieve budgetary and financial targets. Additionally, I evaluated and assessed relationships with all external vendors, making necessary adjustments to optimize effectiveness. I was instrumental in assessing both in-house and third-party billing operations, implementing systems and procedures to address any deficiencies and improve overall financial performance.

As the Founder and CEO of Exodus Real Estate, I led a full-service real estate and commercial finance brokerage, providing comprehensive services to clients in both residential and commercial sectors. Our agency specialized in traditional real estate transactions, including buying, selling, and leasing properties, as well as offering innovative financial solutions tailored to meet the unique needs of our clients.On the financial side, we focused on monetizing unconditional guaranteed payment streams from investment-grade entities. This included structuring non-recourse loans, which were particularly advantageous for development projects backed by contracts that ensured unconditional payment streams. These financial solutions allowed developers and business owners to secure funding without personal liability, offering a significant advantage in managing project financing and mitigating risk.

As an Account Manager at LoanMarket.NET, I played a pivotal role in managing client relationships and facilitating transactions on an active online marketplace for real estate-secured note investments. The platform provided a neutral and open environment, promoting efficiency and full pricing transparency in the traditionally opaque secondary market for these investments.My responsibilities included onboarding and supporting clients, ensuring they had a seamless experience while buying or selling real estate-secured notes. I worked closely with both buyers and sellers, helping them navigate the platform and understand market dynamics. This involved providing detailed information about the notes, assisting with due diligence, and ensuring smooth transaction processes.In addition, I contributed to the development of marketing strategies aimed at expanding our user base and increasing market activity. By fostering strong relationships with clients and promoting the benefits of our transparent marketplace, I helped establish LoanMarket.NET as a trusted and reliable platform in the industry.

As the Director of Sales and Marketing at Secured Asset Management, I led efforts to educate and mentor buyers interested in purchasing first position, institutionally originated notes secured by trust deeds. Leveraging over 40 years of accumulated experience in the real estate industry, our team identified note buying as a highly lucrative and emerging market.My responsibilities included developing and implementing strategic marketing campaigns to raise awareness and attract individual investors and smaller funds to this investment platform. I played a key role in both direct sales and in a broker's capacity, facilitating transactions and providing comprehensive guidance to clients. Through my efforts, we positioned the company as a trusted partner in navigating the complexities of note buying, allowing investors to capitalize on opportunities in this growing market.

In my role as VP of Operations, I managed the company's loan pipeline and provided comprehensive training and support for all sales staff. I was responsible for hiring, training, evaluating performance, and addressing staffing issues, including setting new goals or making termination decisions when necessary.I successfully developed and implemented marketing campaigns that significantly drove new business. I coordinated the loan process, ensuring seamless communication and cooperation between sales staff and loan processors. My role also involved negotiating real estate documents and consultant contracts.A key achievement was the creation of a Commercial Loans Division, where I originated new commercial loans through cold calls, warm leads, and a robust business referral network. I established and maintained relationships with banks, private money lenders, and asset-based loan providers, structuring financing for projects totaling over $50 million. These projects included residential developments, structured settlements, alternative energy plants, and medical office receivables.Additionally, I developed a specific marketing plan for the company, resulting in a 30% increase in monthly sales for five consecutive months. My efforts in operational management and business development contributed to the company's growth and success.