Owner of multiple budget blinds franchises. Responsible for all P&L management, marketing growth initiatives, and operations. 20% YoY growth in first year of ownership.

Lead strategy and deal structuring efforts for real estate development

Recruited into P/E backed Specialty Finance Company to lead new business development and expand product offerings to drive profitable growth. Led development of upgraded Commercial financing products focused on small and mid cap markets. Successfully launched commercial program in OH and negotiated Public/Private loan program to support energy efficient project financing. Direct report to the CEO. - Developed expanded product offering to include commercial financing towards multi family and home owners associations- Built $25MM pipeline of specialty commercial deals- Drove development of unsecured loan financing product targeting residential home improvement loans

Recruited by Series C FinTech into newly created position to lead the team focused on expanded partnerships/business development strategy for key contractor and commercial segments that represent 80% of revenue. Partners with sales leaders across product lines to identify organic and business development related opportunities. Reports to Chief Growth Officer. - Delivered double digit sales growth in over last 12 months from our largest relationships through product innovations, marketing optimization, and relationship development - Leads the development of new end to end contractor value proposition features and benefits, partnering with other functional areas including Sales, Finance, Technology, Operations and Legal - Piloted and launched high-impact premium engagement program, and expanded digital engagement including better integration to increase adoption, and sales penetration from our key partner relationships Head up new business division with the development of a new ESG focused financing product. Direct management of Sales, Operations, Business Development and Credit Risk. Lead relationship with Capital Markets Financial Advisor and drive conversations with all potential Capital Partners through purchase or flow funding agreements. Led creation of product, underwriting process, legal documentation, servicing management and comprehensive go to market strategy.

Directly manage strategic relationships focused on payment software integration and selling end use financing products for key digital client vertical and industry network. Leverage data to drive key growth initiatives resulting in double digit sales growth. - Significant digital onsite integration to drive new business- Leveraged SEO, SEM and offsite targeting to drive significant incremental growth with key relationships- Integrated unique offers into marketing initiatives to increase penetration and card usage-Ongoing enhancements of digital customer experience

Led product development and complete marketing strategy for Private Label business and launched the new Crate and Barrel and CB2 Mastercard. Managed diverse cross functional team that included UX, communication strategy and key program integration with multiple IT partners.  Completed program research including new value prop development and launch Led cross functional teams that developed omni channel integration including digital in-store experience, digital functionality and sales team engagement Built relationships with client C-suite to drive business growth and strategic integration

Managed a diverse client marketing team focused on acquisition and usage campaigns for consumer and commercial credit card business. Drove key growth initiatives through digital and traditional channels. Led and developed strategic initiatives, client relationship development and budget management. Led long term joint strategic planning process leading to key relationship improvements  Drove digital capabilities development for Sam’s Club consumer and commercial portfolios, including D-Apply, eServicing enhancements and direct to consumer strategy  Developed strong team with 2 members being promoted to VP level roles Key client development with Sam's Club membership team integrating into digital member experience as part of Sam's digital transformation resulting in increased brand loyalty, and significant sales growth

Manage the marketing acquisition team focused on growing the Sam's Club dual card and private label credit card business. Responsible for leading and developing strategic initiatives, P&L management, and client development.

Built relationships with key stakeholders, C-suite executives and investors to evaluate operations, find company inefficiencies and effectively value the deal. Managed multiple new and existing client relationships of public and large private companies with senior debt and bond financing totaling ~$1.0Bn in assets. Key member of BD team in RFP development of deal structures winning multiple key relationships. Partnered with large financial institutions and private equity firms on financing leveraged buyouts, M&A transactions, and debt restructuring.

Perform complex industry and financial analysis for public and private companies in the Agriculture, Technology and Industrial Sectors in Arizona and throughout the Southwest. Complete qualitative and quantitative analysis in order to identify key Risks and Mitigants to manage credit risk while successfully underwriting new Debt Structuring, Leveraged Buyouts, and M&A transactions. • Commercial Credit Trained, program consisted of graduate-level credit classes designed for Commercial and Capital Markets Professionals• Manage credit portfolio of $75MM while also assisting in sourcing new business and sales activitiesSuccessfully completed Commercial Analyst program, which consisted of graduate-level financial analysis & accounting courses, deal structuring, credit analysis, business writing and risk assessment.

Recruited to provide strategic leadership and P&L management in the largest sales team in Arizona. Tasked with developing and executing marketing strategy, improving 13-member interdisciplinary team performance, and increasing office profitability while managing $30MM credit portfolio. P&L owner focused asset and deposit growth through building high net worth personal and commercial relationships.

Recognized as top sales performer in client relationship management focused on deposit product, HELOC, mortgage, and small business loan businesses. Directly responsible for sales development and client servicing with proven sales results. Created marketing strategy to increase market penetration of new prospects, grow office portfolio, and significantly improve profitability.

Managed and directed team of 15 with the task of growing a portion of the Hamline University's Endowment as part of the Investment Club Portfolio. Organized meetings, led discussions and directed voting of which stocks to purchase in the portfolio. With diversification, we showed a 18% increase during 2004-2005, while also managing downside risk.

Managed A/R, A/P and sales reporting. Developed month end and quarterly financial reports, including working on key product initiatives directly for the CFO. Developed sales analysis reporting for VP of sales including key sales and audit reporting for all NCAA College programs.