Mitchell Holzer Email & Phone Number

Sugar Land, Tx, Us

Houston, Texas, United States

* Supervise sales team of 1099 reps offering new cash pay wellness therapy that has produced approximately $2.75M in revenue for YTD 2023* Manages and responsible for securing several accounts for Skilled Nursing Facilities, Home Health, and Hospice locations providing specialized dehydrated amnion membrane allograft to heal all types of chronic non healing wounds* Facilitates monthly wellness seminars to educate individuals and medical professionals on… Show more * Supervise sales team of 1099 reps offering new cash pay wellness therapy that has produced approximately $2.75M in revenue for YTD 2023* Manages and responsible for securing several accounts for Skilled Nursing Facilities, Home Health, and Hospice locations providing specialized dehydrated amnion membrane allograft to heal all types of chronic non healing wounds* Facilitates monthly wellness seminars to educate individuals and medical professionals on unique regenerative therapy leading to over 500 applications and ten new Providerships* Calls on Podiatrists and Wound Care doctors regarding special turnkey system to heal chronic wounds enhancing revenue, reducing workload/cost, and providing compliance for medical practice Show less

Houston, Texas, United States

* Managed financial condition for 500 plus clients utilizing investment, insurance, tax planning and debt management strategies* Implemented actively managed account strategy for middle-income market growing assets to $10M* Structured unique pension plan for business owner creating a tax benefit of $350K per year* Recommended investment products and services that are suitable for prospects and clients based on their objectives, resources, time horizon, risk profile… Show more * Managed financial condition for 500 plus clients utilizing investment, insurance, tax planning and debt management strategies* Implemented actively managed account strategy for middle-income market growing assets to $10M* Structured unique pension plan for business owner creating a tax benefit of $350K per year* Recommended investment products and services that are suitable for prospects and clients based on their objectives, resources, time horizon, risk profile, and preferences* Provided weekly leadership and product training for over 50 agents* Solicited clients actively via telephone and referrals Show less

Houston, Texas, United States

* Evaluated and negotiated with numerous potential acquisition candidates. Acquired more than 25 transportation companies with total value of $125M* Identified trends and developments in several new business segments to include rail crew shuttle, school bus charter, and double decker bus that diversified the company's cash flow by adding $20M in annual EBITDA* Worked closely with various business units, legal, tax, and accounting to prepare financial information… Show more * Evaluated and negotiated with numerous potential acquisition candidates. Acquired more than 25 transportation companies with total value of $125M* Identified trends and developments in several new business segments to include rail crew shuttle, school bus charter, and double decker bus that diversified the company's cash flow by adding $20M in annual EBITDA* Worked closely with various business units, legal, tax, and accounting to prepare financial information and transaction documentation* Hired, trained, and supervised staff of two acquisition analysts* Developed key reporting and sensitivity analysis to determine return on investment for Sr Executives* Performed due diligence of potential acquisitions Show less

Houston, Texas, United States

* Reconciled and interpreted financial statements/resources for use in evaluating credit quality of current and prospective clients of the bank.* Prepared and evaluated corporate financial forecasts and budgets* Conducted discounted cash flow analysis on client projects to determine market value* Completed variance analysis on potential clients versus industry standards to identify strong performers* Assisted in the development of production reports