Finance:• Conduct solution-based financial consultations with key decision makers, providing extensive strategic planning support to franchisee owners including retained earning investments and acquisitions• Establish strong relationships and consult with business owners to provide insightful and individualized advice regarding business formation, financial planning, real estate acquisitions and business performance• Support all phases of acquisition including contract development and negotiation, establishing escrow and ensuring compliance with 1031 tax-free exchange regulations• Manage and coordinate the buying/selling process for store owners from sale to acquisition• Analyze insurance and investment opportunities to expand and improve business performance, developing strategic initiatives to accelerate and maximize wealth for clients• Participate in cross-functional due diligence efforts to provide recommendations on various company initiatives Strategic Alliance:• Cultivate partner relationships to build on core competencies, forecast new business and track potential partnerships to assist the business as a whole• Collaborate closely with third party law firm to ensure transparency and compliance with applicable laws• Engage with other businesses and business owners to explore best practices and provide the best service for clients• Develop relationships with industry experts to gain understanding of applicable laws and regulations to provide the best consultative services to clients• Develop and create marketing materials and displays for use during trade shows and presentations• Attend trade shows and corporate meeting to make valuable connections and increase brand awareness

• Met with diverse array of clients to evaluate objectives and provide consultative selling of mortgage loans to match the best product for the client's needs• Established successful relationships to capture and close corporate and commercial accounts• Structured proposals by identifying the client’s requirements and recommending optimum financing program• Developed and implemented targeted marketing plans for custom homebuilders• Identified creative market niches and implemented specific programs to increase capture rate• Implemented joint venture arrangements with real estate and corporate partners to develop new business and offer referral incentives • Provided updates on financial markets for borrowers and referral sources to keep them informed on current and anticipated conditions

• Provided marketing and business consulting to wide array of clients • Targeted homebuilding sector as new business segment to alleviate lost revenue • Performed consumer research, identified and built relationships with prospective clients, successfully crafting service proposals and landing the largest revenue-generating client ($1.5M annually)• Guided clients in developing internal targets and furnished measurability and implementation strategies• Scheduled presentations to showcase strategic concepts and close deals with potential clients• Administered all current accounts by orchestrating the creative direction process and providing budget management and consultation

Business/Real Estate Consulting• Furnished marketing and business consulting to independent clients• Managed and developed residential real estate holdings and evaluated proposals for property acquisitionsImport/Export• Collaborated with European manufacturer to import and secure North American distribution for health and beauty consumer product• Conducted and evaluated market research to gauge demand and expose market to unique shave prep product• Solicited and coordinated logistics with catalog and small drug retailers to carry productTelevision • Hosted and produced weekly public affairs program on local PBS-TV• Led all production efforts and served as anchor during primetime newscasts as TV Sports Director for local CBS affiliate

• Managed and evaluated network of dealers relative to sales performance, merchandising, advertising, market penetration and product service• Developed and implemented unique approach to annual dealer meeting, changing philosophy and approach by turning event into continuing education opportunity• Significantly improved dealer enthusiasm while successfully reducing costs by approximately 50%• Created dealer cooperation links and key marketing strategies to increase market share and sales