• Introduced global clients to select Investors & Financiers for Alternative Growth Capital in Renewable Energy (Hydrogen, SAF, Methanol, Solar, Battery/Storage, Minerals, Tech/Semiconductor/Robotics/FinTech) and other niches.• Developed relationships within the energy-focused ecosystems of Hydrogen, Solar, EVs, Battery and Storage.Marketed B2B SMB clients focused on Renewable Energy or Technology seeking Alternative Growth Capital Solutions. Organic business development through LinkedIn to C-level executives. Arranged web call presentations for pitch, discovery call, and engagement for analysis discussion and strategy. Collected MNDA and client document-set submission package. Prequalified project by performing a pre-underwriting analysis. Processed submission to financier for initial review, followed by full doc-set submission for pre-approval. Sustained client account management. Web Admin and site design. Collaborated with co-founding partner on Capital raise. Built 4 billion client pipeline

Independent Advisor | Innovator Prop-Tech data SaaS- Growth Capital Advisory Services- Renewable Energy and Tech Focus- Real Estate Investment Prop-Tech & AI DevelopmentB2B National Business Development for real estate investors, created custom prequalified property reports with KPI’s resulting in investor client pre-approvals. Specialized in integrating data aggregation for property listing property profiles providing proprietary algorithms results along with custom filtered taxonomies. Web Admin designed site in WP, Elementor, along with 3rd party and custom-built plugins. Heavy research on Tech and Data Vendors and Market. Built Pilot site using innovative technology for AI agents as new Real Estate platform.

• Led national business development B2B SMB for real estate investors• Built/Presented custom BPL prequalified property Financial Analysis reports.• Specialized in REI properties, providing KPIs and cash flow solutions.• Developed innovative property tech solutions, including DSCR calculators, data automation.• Business analysis review and evaluation in business procedures, operational support, and cross-functional partnerships.• Oversee business requirements, planned, and performed insightful quantitative and qualitative analyses addressing impactful business intelligence. • Monitored ongoing success initiatives including benefit realization, technology resources, and client value propositions. Collaborate with executive leadership.• Conduct market research, competitive analysis, and gather customer feedback to identify opportunities and inform product decisions.• Design prototype products and features. Lead prototype user testing.• Communicate and articulate product vision to stakeholders.• Define and track KPIs to measure the success of product features and initiatives.• Developed go-to-market strategies, product messaging, and field enablement materials.• Drove continuous improvement through iteration and experimentation. Stay informed about industry trends, emerging technologies, and customer needs to inform future product development efforts. Tech movement to AI• Researched and implemented private and public sources for data integration to drive proprietary algorithms for UX and publish product offer modeling.• Injested aggregated data integration into website property listings platform providing custom filtered taxonomy features.• Created B2C custom marketing collateral for Branch offices and LO Network, as well as Co-branded marketing Mail/Email Pieces and landing pages.• B2C Direct Markerting to 3rd Party Affinity Portfolio REFI campaigns, Website Development, CRM (Insellerate) Admin, Email, Direct Mail, and Affinity Campaign Monitoring.

• Recruited and developed a profitable national network of P&L based mortgage Branch Offices.• Coached managers in P&L oversight, growth, products, production, and marketing plans for success.• Advised and assisted managers in sales and operations recruitment.Pioneered and launched a new outside sales business Model. Recruited talent and created a profitable 50+ national network of P&L based mortgage branch offices. Coached managers in P&L oversight, products, growth, production, and marketing plans for success. Advised and assisted managers in product knowledge, recruitment of staff and multi-branch expansion. 300%+ Sales Growth. Extensive outbound client engagement via LinkedIn, Email campaigns, Direct Mail drops and Retargeting.

• Managed national accounts for FHA, VA, Conforming & Jumbo loan programs, providing hands-on customer coaching and training support.• Oversaw client relations for Mortgage Brokers, Regional Mortgage Bankers, and National Mortgage Bankers.• Achieved high success levels in account management, ensuring client satisfaction and retention.

• Provided Coast to Coast service for Mortgage Brokers and Mortgage Banker platforms, specializing in FHA, VA, USDA, Home Path, Fannie Mae / Freddie Mac programs.• Coached wholesale clients in product knowledge and deal structure for funded loan success.• Requested by National client, Academy Mortgage, as their sole Account Executive.

• Managed National Sales and Processing for a web-based National Mortgage Banker, overseeing retail loans in 42 states.• Developed and implemented SEO, PPC, and web-based Marketing plans to drive performance and P/L results.• Monitored analytics to optimize strategies and achieve business goals.

• Managed North Texas Mortgage Area office under the National Mortgage Banking platform, overseeing branch managers and originators.• Developed strategic partnerships with credit unions as affinity partners, funding conforming, non-conforming, and government mortgage loan originations.• Established and maintained client business relationships with credit union executives to drive affinity relationships.• Achieved significant growth in loan originations and revenue through effective client development and strategic networking efforts.

• Managed a National Sales team and created a Broker channel for conforming loans at Fidelity Funding Mortgage Corp.• Originated non-conforming loans from a National Call Center environment and hired Originators.• Purchased spot buy TV Advertising and led marketing initiatives to drive business growth.

• Managed a national mortgage lender's retail mortgage banking operations, overseeing sales, processing, underwriting, and branch network development.• Conducted due diligence on strategic production offices, coached sales staff, and trained 50+ affinity branch managers.• Originated and funded conforming, non-conforming, and subprime loans, leading to successful multi-state mortgage originations.

• Led the growth of a 3-person retail sales platform to over 10 sales managers and a 150 sales force, originating over 85 million per month in 2nd lien originations.• Established an Affinity Division with strategic sports marketing partnerships, including IRL and NASCAR racing events.• Managed national processing and RESPA compliance departments, as well as multiple national production offices and call centers.

National centralized retail subprime lender origination 1st and 2nd liens through a National TV celebrity sports Jim Palmer. Created and managed a National Vendor relationships for Appraisal, Title and Closing service and monitoring service levels and billing. Grew sales force from 10 LOs and two processors to over 75 originators and 30 processors. Managed National Portfolio retention team. Mortgage Banking platform funding mortgage loans as a Mortgage Banker in a retail chain or Mortgage Branch offices lending nationwide. Hiring Branch Managers and Originators. Built multiple Virtual Net Branch / Mortgage Branch offices.Created a running top 5 ranking most successful branch in the country before being promoted to AVP. Created and implemented the fastest Appraisal and Title vendor service levels to <48hrs leading the country to unprecedented levels of success. Underwriting Authority <$200,000. Established an origination to funding lifecycle to <10 days in refinancing.

• Managed mortgage and consumer lending, specialty finance, insurance sales, and full-service collections.• Operations included full underwriting of all loan production as well as management of portfolio and receivables, cash balancing, drafting loan agreements, UCC-1s, insurance documents, and facilitating in-office loan closings. • Collections included in-person company representation for small claims, repossessions, bankruptcy hearings, and real estate foreclosure with local legal services.• Consistently ranked as a top producer in loan production and insurance sales.