Robert Kerr Email and Phone Number
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I am a results-driven Strategic Finance Leader with expertise in financial planning and analysis as well as cross-functional collaboration with a demonstrated ability to leverage quantitative insights to drive informed decision-making and optimize financial performance. I place a strong focus on the development of successful business strategies and operational models that result in the achievement of sustainable growth.WHAT I BRING:Progressive growth in business development and account management delivering market expansion and revenue maximizing solutions as well as proven experience forging collaborative relationships while maintaining role of customer advocate.MY HIGHLIGHTS:• Significant professional experience in the financial field, specializing in providing robust financial advice, strategic planning, value enhancement as well as revenue and performance analysis• A persuasive communicator with the ability to synthesize and deliver complex or technical information to a broad range of audiences• A proven track record of exceeding goals by collaborating, influencing, and working cross-functionally through othersCORE COMPETENCIES: Key Metrics | Financial Analysis | Financial Modeling | Management| Leadership | Compensation Planning| Venture Capital | Investment Banking | Accounting | Budgeting | Finance | Financial Modeling | Budget Management | Stakeholder Communication | Metrics development | Team Management | Private Equity| Venture Capital| Accounting| Leadership
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Managing PartnerEqcho Capital Feb 2016 - PresentVancouver, WashingtonWhile at eQcho Capital:• Performed all lending functions, including business development, credit analysis, underwriting, deal structuring, presentation for loan approvals, facilitated loan closings and all aspects of ongoing relationship management.• Closed over a $150MM commercial loan portfolio with a primary emphasis on assuring regulatory compliance and maintaining credit quality.• Manage $300MM pipeline of loans • Developed new commercial relationships for the eQcho Capital • Oversee Sr. Relationship Manager and Executive Administrator• Oversee All marketing, legal, accounting, and HR functions of the company • Secured 300+ investors for financing transactions• Maintain relationships with investors for loans • Built 2000+ affiliate networks of lead sources for loans -
Team Leader Vp, Business Banking ConsultantOpus Bank Mar 2015 - Jan 2016Portland, Oregon AreaAcquired new business, commercial and investment clients as well identified products and services to meet client needs.Specific accomplishments:o #2 Bank wide for lending, deposit and referrals goals o Regularly build client referral pipeline via identification and development of internal and external centers of influenceo Clients revenues were between 1 million and 30 million o Expanded client relationships by participating in business development activities and by proactively reviewing clients’ current and changing financial needs o Worked closely with retail and other internal partners to help achieve banks overall objectives -
Senior Business Relationship ManagerKeybank Feb 2013 - Mar 2015Portland, Oregon AreaEffectively work to acquire new small business and consumer clients and to expand relationships with existing clients by identifying products and services to meet client needs.Specific accomplishments:o Consistently reach all lending goals, deposit goals and referral goalso Recognized as #1 banker in Oregon/ SW Washington for consistently exceeding quotaso Regularly build client referral pipeline via identification and development of internal and external centers of influenceo Expanded client relationships by participating in business development activities and by proactively reviewing clients’ current and changing financial needs o Collaborate with business partners by making referrals and conducting joint calls furthering the client relationship -
Coo/Vice President Of MarketingEquity Northwest Properties Aug 2011 - Dec 2012Vancouver, WaEffectively develop and execute a clearly defined marketing & communications strategy which supports consistent growth & enhances brand equity & awareness. Plan, organize, staff, train, & manage all marketing functions, achieving objectives of sales, growth, profitability, & visibility while ensuring a consistent marketing message.Specific accomplishments:o Set performance goals & metrics while collaborating with the management team to ensure company meets its profit, financial, & market growth goalso Assisted in the creation of company logo & color scheme o Instrumental in development of company website o Integrated leading industry contact management system for all agents o Integrated Google Analytics for Search Engine Rankings o Developed Lead Generation System & plan for agents
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C.O.B & C.E.O.Dove Property Management, Inc Apr 2009 - Dec 2012Vancouver, WaAlign company with strategic vision by facilitating external business methodologies while guiding employees & executive officers towards central objective. Maintain balance of internal and external initiatives to build a sustainable company. Specific accomplishments:o Research, analyze, and monitor financial and demographic factors to capitalize on market opportunities within the property management fieldo Brought company from start-up to 125K a year with 180 unitso Successfully bought two other companies with negotiating units for stock purchaseo Proactively oversee design, marketing, promotion, delivery & quality of programs, products & serviceso Recommend yearly budget for board approval & manages organization's resources within budget guidelines according to current laws and regulationso Effectively manage human resources according to authorized personnel policies & procedures o Assure organization & mission, programs, products & services are consistently presented in strong, positive image to relevant stakeholders -
Founder/ConsultantDove Lease Purchase, Llc A Company Of Dove Property Management Apr 2009 - Dec 2012Vancouver, WaDove Lease Purchase has been created to meet the needs of prospective homeowners who need another choice; homeowners and their Realtor’s who have been unsuccessful in selling their homes in this difficult market in Washington State and the Portland metro area. Dove has created a Lease Purchase System that overcomes the restrictions and obstacles often faced by buyers applying for a typical home mortgage loan. Dove has been managing properties and helping people to purchase homes through non-traditional means since 2004. Dove’s Lease Purchase system allows homeowners to sell their homes to buyers without securing mortgages upfront and the ability to save money up for the traditional purchase at a later date with rent premium. Dove has worked countless hours with title companies, real estate attorneys and lenders, ensuring the seamless and legal way of buying a house through Lease Purchase. Homeowners, Builders and Realtors who have been unsuccessful in selling their home due to the current mortgage climate have benefited from Dove’s services. Using revolutionized technology, Dove brings buyers quicker and more efficiently than ever before. This proven system helps both sellers and buyers to finally live out their dream of selling and buying their next home. -
Regional ManagerPacific Lending Apr 2008 - Apr 2009Vancouver, WaSupervise account executives bringing wholesale mortgage brokers to Pacific Lending, while expanding leads & retaining feasible network of trade contacts & potential clients to consistently meet assigned sales targets. Specific accomplishments:o Established client requirements & expenditure parameters; planned suitable product packages; made efficient & dynamic sales presentationso Developed & tracked discharge of customer orders, troubleshot problems faced by customers & ensured full customer satisfaction.o Evaluated & examined policy & events to enhance productivity of sales efficiency o Supervised account presentation; ensured assortment of account balances
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Branch Manager, Commerical & Mortgage Loan OfficerMaps Credit Union Oct 2004 - Apr 2008Monmouth, OregonModeled and instilled leadership & accountability to Branch as well as throughout the credit union organization.Specific accomplishments:o Maintained number 1 branch ranking throughout tenureo Worked with direct reports to establish progressive, proactive departmental plans in order to assist in attaining credit union’s strategic directiono Participated as a member of management team to establish overall visions, goals, & strategieso Lead staff towards attaining organizational objectives by providing leadership, counseling employees, staff training & problem solvingo Maintained credit union workflow by cooperating cross-organizationally o Enhanced job performance by applying up-to-date professional & technical knowledge o Established strategies for meeting branch goals -
Personal BankerWells Fargo Dec 1996 - Oct 2004Salem, OregonManage customer portfolios and sells additional products/services by referrals with the goal of obtaining all of the customer’s financial business.• Experience in presentations - Created power point presentation to Salem District personnel “How to Lead Small Group Discussions”, taught how to use CAW worksheets, and how to sell PPI • Established positive team engagement with teller line on campaigns along with management participation as a supervisor• Coached on specific products within the bank, to teller and Personal Bankers
Robert Kerr Skills
Robert Kerr Education Details
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Education -
Health
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Tualatin HighHigh School/Secondary Diplomas And Certificates
Frequently Asked Questions about Robert Kerr
What company does Robert Kerr work for?
Robert Kerr works for Eqcho Capital
What is Robert Kerr's role at the current company?
Robert Kerr's current role is Senior Finance Executive: Providing strategy, analysis and business development to the finance industry.
What is Robert Kerr's email address?
Robert Kerr's email address is ro****@****ail.com
What is Robert Kerr's direct phone number?
Robert Kerr's direct phone number is +136077*****
What schools did Robert Kerr attend?
Robert Kerr attended Western Oregon University, Western Oregon University, Tualatin High.
What are some of Robert Kerr's interests?
Robert Kerr has interest in Football, Waterpolo, Children, Education, Basketball, More, Training, Arts And Culture, Golf, Movies.
What skills is Robert Kerr known for?
Robert Kerr has skills like Marketing, Customer Service, Management, Sales, Selling, Strategy, Small Business, Mortgage Lending, Team Building, Finance, Loans, Leadership Development.
Who are Robert Kerr's colleagues?
Robert Kerr's colleagues are Gwyn Gates, Joseph Lambert.
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Robert Kerr
Ashburn, Va7haystax.com, dsbox.com, gmail.com, haystax.com, itt.com, exiger.com, hartmanadvisors.com3 +157129XXXXX
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Robert Kerr
Jasper, In4masterbrand.com, midcontinentcabinetry.com, norcraftcompanies.com, norcraftcompanies.com4 +165123XXXXX
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Robert Kerr
Newport Beach, Ca -
Robert Kerr
New York, Ny4esentio.com, mercyhousing.org, cooley.com, cooley.com5 +121247XXXXX
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Robert Kerr
Managing Partner, Health And Community Services Practice, Chief Information Officer At Hartman Executive Advisors, MbaColumbia, Md3gmail.com, apria.com, hartmanadvisors.com3 +141060XXXXX
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