Through various partnerships I have designed, developed and overseen the construction of $1.5-$2.5 million dollar homes in Charlotte, North Carolina, and have completed a 40 unit patio home community in Rock Hill, South Carolina. Involved in projects from start to finish, my responsibilities have included negotiating property acquisitions, securing funding, creating budgets, devising contingency plans based on cost over runs and working with local government agencies on projects requiring… Show more Through various partnerships I have designed, developed and overseen the construction of $1.5-$2.5 million dollar homes in Charlotte, North Carolina, and have completed a 40 unit patio home community in Rock Hill, South Carolina. Involved in projects from start to finish, my responsibilities have included negotiating property acquisitions, securing funding, creating budgets, devising contingency plans based on cost over runs and working with local government agencies on projects requiring rezoning. I have also analyzed and purchased property for rental portfolios. Show less

OnPoint Advisors is a nationwide consulting firm focused on providing high quality assistance to organizations in the areas of sales and marketing, operations, orgainizational and strategic initiatives. OnPoint Advisors consist of professionals that have a minimum of 15 years hands on business and consulting experience in a number of different business sectors. The firm is rooted in solutions and initiatives that are clearly mapped, defineable and quantifiable. This allows our clients to… Show more OnPoint Advisors is a nationwide consulting firm focused on providing high quality assistance to organizations in the areas of sales and marketing, operations, orgainizational and strategic initiatives. OnPoint Advisors consist of professionals that have a minimum of 15 years hands on business and consulting experience in a number of different business sectors. The firm is rooted in solutions and initiatives that are clearly mapped, defineable and quantifiable. This allows our clients to see tangible results, no matter the endeavor.OnPoint Advisors achieves this objective for its clients by utilizing their industry, market and business acumen to deliver objective advice and guidiance to improve the firm's clients performance, grow their business and manage their risk more effectively.Our purpose is not to meet the expectations of our clients, rather to exceed expectations. In our opinion, that is the yardstick for which success is judged. We are highly, dedicated and motivated professionals eager to assist our clients "see their way through" and make sure they are OnPoint. Show less

Utilizing my consultant and banking experience, I created a mortgage brokerage firm that pairs consumers to financial institutions across the country. The business plan I designed leveraged technology to enhance turnaround times from initial engagement to approval. This single step allowed the company to grow exponentially. The company was able to expand into a total of four offices located in North and South Carolina. The business model developed was to target a specific market with the… Show more Utilizing my consultant and banking experience, I created a mortgage brokerage firm that pairs consumers to financial institutions across the country. The business plan I designed leveraged technology to enhance turnaround times from initial engagement to approval. This single step allowed the company to grow exponentially. The company was able to expand into a total of four offices located in North and South Carolina. The business model developed was to target a specific market with the highest rate of return, and to create a referral network based solely on performance and repeat business. With this business plan, Prime Solutions was able to generate over $150 million in annual loan volume. The staff grew to over 40 loan officers, processors and administrative support. Show less

As a financial consultant for Vitex, my primary focus was to provide leadership and guidance to community banks across the country. During my time there, I worked closely with community bank executives on developing and executing strategic plans based on their business objectives. The firm’s specialty was financial institutions with approximately $1 billion or less in assets. I worked with De novo banks by assisting them in building their core infrastructure, negotiating initial contracts… Show more As a financial consultant for Vitex, my primary focus was to provide leadership and guidance to community banks across the country. During my time there, I worked closely with community bank executives on developing and executing strategic plans based on their business objectives. The firm’s specialty was financial institutions with approximately $1 billion or less in assets. I worked with De novo banks by assisting them in building their core infrastructure, negotiating initial contracts and devising market penetration based on their objectives. While working in collaboration with the client, I assisted in creating something from the “ground up.” I specialized in designing alternative delivery channels for interaction between the banks and their customers. Other responsibilities included contract negotiation, management of relationships between banks and vendors and integrating new technology products into the bank’s infrastructure. I enjoyed building relationships and creating partnerships by cross selling the firm’s existing products, as well as developing new products to offer existing and potential clients, brought tremendous satisfaction to the customer and myself. Show less

While working with RBC Bank, my areas of expertise were project management, marketing, new product development, retail lending, portfolio management, and call center operations. As operations specialist, I was part of the team that developed RBC Bank’s call center. When I first started, the staff size was approximately 15 employees; however, through hard work, we were able to grow to a staff consisting of over 60 employees. Scheduling, managing and overseeing the "day to day" operations of… Show more While working with RBC Bank, my areas of expertise were project management, marketing, new product development, retail lending, portfolio management, and call center operations. As operations specialist, I was part of the team that developed RBC Bank’s call center. When I first started, the staff size was approximately 15 employees; however, through hard work, we were able to grow to a staff consisting of over 60 employees. Scheduling, managing and overseeing the "day to day" operations of the call center staff were my primary responsibilities. However, I was also instrumental in researching and establishing technology development at the call center, which included the design and implementation of a graphical user interface software application to enhance mainframe information. Through a collaboration of software developers, we created a program that monitored each customer’s profitability ranking within the bank. This program was invaluable in developing future relationships with customers. By providing the call center with process improvements through automation, the bank was able to recoup the capital investment within the first month and saved six figures annually. Because of my success at the call center, I was chosen to travel to various financial institutions to internally promote the benefits of the call center and create more opportunities for new business. As an active participant in product development for RBC Bank, I maintained weekly contact with bank executives to ensure that new products were being developed and marketed to their satisfaction. I also participated on the development team that helped RBC Bank introduce PC Banking to the financial market. As a Retail Portfolio Manager with RBC Bank, my responsibilities were to review private banking officers’ portfolios to ensure they were in compliance and the relationships between the bank and the customer were profitable. Show less