Seeks under-valued, illiquid business opportunities. Currently focusing on multi-family housing in the Highlands, Southside, and Forrest Park areas in Birmingham, AL. Properties include Pawnee 4-Plex, Centerpoint Gardens 30 Unit, and Brookhurst 32 Unit. We are actively seeking additional value added projects in the 25-50 Unit size.

<> Arrange financing and underwrite auto loans at the largest new and pre-owned dealer in Alabama<> Work directly with national banks and credit unions' indirect lending department<> Manage the store's lending compliance to far exceed all federal and state regulations<> Responsible for cash-flow management, reporting, and forecasting<> Train sales staff in compliance and customer service

R2Metrics is an analytical software and consulting company who provides fixed-income portfolio managers and asset/liability managers with fast, accurate and inexpensive tools for diagnosing and treating unwanted interest rate risk. Our products are utilized by numerous bond dealers and over 500 banks nationwide and include:<> BondRisk - Fixed-Income portfolio interest rate risk management and optimization<> SwapRisk - Bond swap optimization tool for dealers<> BankRisk - Whole bank Asset/Liability Model, including stress testingAll of our products model optionality and many characteristics which other models can not.In addition we offer Validation and Analytical services for community banks, including:<> A/L Process Verification * Verifying internal and external data inputs for accuracy * Confirming the ALM is appropriate for a bank's IRR profile * Review of internal audits<> Benchmarking and Outcome Analysis * Parallel simulation of primary ALM and comparison of yield sensitivity * Back-testing of primary ALM forecasted outcomes vs. actual * Sensitivity analysis of current ALM<> Model Assumption Reviews and Back Testing * Back-testing for deposit rate history correlation to key driver rates * Institution specific non-maturity deposit decay rate analysis * Loan assumption review<> ALCO IRR Policy Reviews * Confirm IRR policies are present, appropriate, measured, and reported * Verify ALM is capable of measuring each policy * Review board minutes for completeness and accuracy

I have recently completed my Master's in Finance (MSF) degree from the University of Alabama.

Develop investment/financial plans for clientsResearch investment ideas and strategies for a given risk levelManage client's investment portfolios totaling $15MMinimize tax liabilitiesEstablish qualified/non-qualified retirement plans for businessesCreate estate plans for high net worth clients with $2M+ in assets

Promoted internally to manage at the flagship location in the Koons Automotive Group (Largest privately held online dealer group in US)Managed #1 Chrysler and #2 Chevrolet dealer in Mid-Atlantic region in volumeResponsible for overseeing $86 million in salesTrained sales staff resulting in a 23% increase in per sale profitImplemented inventory control to cut cost against rising interest rates to save $1M+ annuallyMaintained sales volume in a decreasing market, gaining market shareHeld the highest position for Customer Service Index of all Chrysler dealers in Mid-AtlanticCreated ad campaigns in national newspaper

Worked in a team to compile a strategic analysis of the managed healthcare industryApplied techniques to evaluate the competitive positions of key firms in industryIdentified desirable characteristics of successful firmsResearched and recommended acquisition targets based on potential returnCumulated with a written report and presentation to top management