Suzanne Freret Email and Phone Number
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Key member of developing practice transitions business from the ground floor which includes experience with sales, underwriting and operations for financing a business, particularly dental practices, for sale.• Analyzed and reviewed loan submissions of medical practitioners.• Performed analysis and debt service on established businesses for sale.• Performed analysis for start up, expansions and relocation of healthcare practices• Approved loan transactions up to $200,000.• Made loan recommendations above $200,000 to HPSC Risk Management as well as GEHFS Global Risk Officers.• Perform and analyzed UCC searches• Upon approval, reviewed all legal documents associated with business purchase.Specialties: Excel, Powerpoint, credit analysis, Greenbelt Training, passed the DMAIC exam
Resource Bank (Louisiana)
View- Website:
- bankonresource.com
- Employees:
- 72
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Commercial Loan AssistantResource Bank (Louisiana) Sep 2024 - PresentMandeville, Louisiana, United States
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Executive Director St. Tammany Art AssociationSt. Tammany Art Association Nov 2020 - Jun 2023Covington, Louisiana, United States
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Financial Services ProfessionalSuzanne Freret Jan 2006 - Nov 2020Covington LaWrite and assist with business plans for start up businesses. Write and review cashflow and income statement proforma. Wrote proforma for a multi million dollar business for sale Wrote business plan with cashflow projections for a start up art gallery, Red, in New Orleans. Assisted with business plan for The Children's Museum of St. Tammany. Procurement Chair for the Children's Museum of St. Tammany
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Assistant Director Of AdvancementChrist Episcopal School Aug 2018 - Aug 2020 -
Development CoordinatorChrist Episcopal School Oct 2012 - Aug 2018Covington, LaDevelop a complete program of research into an action plan of solicitation of the school’s key prospects.Identifying prospects for major capital giftsManaging the acknowledgement and stewardship of all donationsProviding Development report for the Board of TrusteesProcess all gift income for the purpose of providing receipts and maintaining of giving records of donors to the school.Responsible for closeout of gifts for the yearData MigrationProduction of the Annual ReportDevelop a process to communicate effectively with alumni and alumni parents on a regular basis
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ContractorGilsbar, Inc. Sep 2010 - Mar 2011Covington LaLead identification and outbound calls -
Contract WorkerKingsley Group Jan 2006 - May 2006Metairie, LaWrote and developed business plan for business in Chapter 11Wrote business plan for established business to expandBrokered relationship for financing clients
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Credit AnalystGe Capital Sep 2004 - Nov 2005Boston, MaAnalyzed tax returns and credit reports as well as the business a borrower was purchasing in order to grant or decline a loan. -
Senior Practice Finance SpecialistHpsc Nov 1996 - Sep 2003Boston, Ma-Led inside sales team for multi-million dollar publicly traded leasing and financing company specializing in asset based lending to commercial healthcare and industrial businesses-Worked with sales representatives in developing commercial and physician practice customer relationships.-Sales calls, lead qualification and closing of financial transactions-Loan review and commecial credit presentations to senior management.-Developed effective product marketing strategies for HPSC lending programs and financial services products to qualified groups.-Customer relationship management -
Accounting ClerkCampo 1994 - 1995Cooperative Advertising
Suzanne Freret Skills
Suzanne Freret Education Details
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Psychology -
Psychology
Frequently Asked Questions about Suzanne Freret
What company does Suzanne Freret work for?
Suzanne Freret works for Resource Bank (Louisiana)
What is Suzanne Freret's role at the current company?
Suzanne Freret's current role is Financial Services Professional | Business Planning.
What is Suzanne Freret's email address?
Suzanne Freret's email address is sm****@****hoo.com
What is Suzanne Freret's direct phone number?
Suzanne Freret's direct phone number is +198589*****
What schools did Suzanne Freret attend?
Suzanne Freret attended University Of New Orleans, University Of New Orleans.
What are some of Suzanne Freret's interests?
Suzanne Freret has interest in Kids, Children, Cooking, Exercise, Gardening, Traveling, Electronics, Home Improvement, Reading, Gourmet Cooking.
What skills is Suzanne Freret known for?
Suzanne Freret has skills like Credit, Finance, Financial Analysis, Risk Management, Sales, Customer Service, Loans, Portfolio Management, Credit Analysis, Program Management, Business Planning, Cash Flow.
Who are Suzanne Freret's colleagues?
Suzanne Freret's colleagues are Lindy Giambrone, Eden Breazeale, Donna Erminger, Nick Cavalier, Crystal Christophe, Erin Breaux, Micky Mouse.
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