OCF Financial, LLC is the preferred real estate financing solution for a select global clientele.We have extensive experience designing tailored financing solutions. OCF Financial, LLC will utilize our extensive network of national and international funding sources bringing your project to fruition.For select clients, access to Private Equity (hard money) funding may be the best option, usually as a short term solution for experienced real estate investors. OCF Financial, LLC will deliver the financing you need quickly, and with minimal documentation.

I took a small, failing, mortgage brokerage business catering specifically to high net worth investors from the mostly from Eastern Europe or South America, operating at significant loss, and built it into a well-known and respected player in the international market. When we were acquired by a nationwide company in 2015 we had five loan officers all operating efficiently a few of whom went on to start companies of their own.

In my time with Bank of America, I was able to develop and implement strategic plans, programs, and initiatives that boosted market share, generated significant revenue growth in our market, increase efficiencies, and substantially improved KPI, while also improving competitive positioning and internal margins by 37%.
Further, while they usually taught me far more than I taught them, I had an ongoing relationship with our support staff where I trained, developed, mentored, and lead not just the sales team, but also customer-service team-members at several banking centers. Together, we consistently achieved and usually surpassed our targeted goals and revenue objectives.

Guaranteed Rate is one of the largest mortgage companies in the United States. During my time there I was able to establish, manage, and cultivate key account relationships with new clients to generate immediate and long-term revenue growth. Further, I managed an extremely complex, high-dollar sales process from initial client acquisition, through all phases of negotiation, to the final sales closing; and I did this by utilizing a consultative, solutions-based selling approach. I was also able to provide exceptional service to ensure client retention, which is difficult in a business with such fierce competition and subject to market volatility on both ends of the process.

Ganador Global was an international consulting services firm contracted by several private security firms to gather non-security related, territory-specific, expertise, consultative advice on federal contracts, and security-clearance level translation services. At Ganador I eventually became the international strategy consultant and business development manager, identifying and securing new clients for projects in Europe and the Middle East. Often we would network with industry contacts to identify opportunities to penetrate emerging sectors in government, NGOs, private security contractors, or private companies. Once we established a client’s goals we would get to work analyzing P&Ls, performance matrices, and other indicators and then develop strategies to reach those goals. In the case of clients preparing to bid for contracts we usually developed expense reduction, redesign and reallocation, or even revenue generating plans.

Prospector’s Industrial Project, Inc. is a property development company based in the Midwest but operating for a time in western Florida as well. The partners retired and the corporation’s name was sold to a competitor in early 2009. As the project development consultant I would develop feasibility analyses and break even analyses projections for any new building project that was considered and the commercial build would typically be between $5-10m, residential developments between $10-$15m, and some single family homes averaging around $500k. These analyses would include consumer mapping using early consumer mapping software as well as a fair amount of demographic research, while keeping contact track of KPI and developing and then sticking to the data in the P&L.

Cork and Olive was a chain of retail wine stores in the Tampa area selling high quality wine at a low price and dedicated to the idea that shopping for wine can be both relaxing and fun.At Cork and Olive I held a high-level leadership position responsible for directing regional based operations of Estate Wine Group’s retail locations, as well as directed our outside business development consulting with the groups owner and investor to guide the direction of the company during a period of rapid growth. Further, I implemented and enforced internal controls for both new and existing locations throughout Florida that reduced projected annual operating losses 35%.Also, I conceived, built, and directed the outside sales division which brought in revenue comparable to two retail locations with almost no overhead. Likewise, I consulted with regional business leaders and formulated a program for corporate sponsorship and co-branding further increasing market share and guided several distribution and new product initiatives as well as guided the group through a franchising restructuring.

Consulted with C-Level and high net worth individuals following relationship building and development phase regarding financial personal and business goals, formulated plans and instituted action steps for strategic planning of goal attainment with a scope of investment vehicles and estate planning.Managed, multi-million dollar portfolio of assets for clients as a trusted advisor, ranking 6th in the Southeast District of a Fortune 100 company for first-year individual sales.Participated in the creation of a junior executive leadership group of our office resulting in increased efficiency, and a 73% ROI over previous years projected profitability through targeted use of available human resources.