Thomas Tree, Mba Email & Phone Number

Lehi, Ut, Us

Remote

• Managed day-to-day accounting functions, including general ledger maintenance, month-end close processes, and reconciliations• Assisted in preparing and analyzing financial statements (balance sheets, income statements, and cash flow statements) for accuracy and completeness• Collaborated with CFO on budgeting, forecasting, and financial planning activities• Ensured compliance with GAAP and internal financial controls to mitigate risks and ensure accurate reporting• Reviewed and approved journal entries, accounts payable/receivable, and payroll transactions for accuracy and timeliness• Process, audit, and payout of all commissions to sales reps on a weekly basis• Manage and lead all vendor and contractor relationships and ensure all invoices are paid in a timely manner• Handle and oversee all HR needs with hiring, benefits, culture, employee perks and ensuring compliance with labor laws and reporting requirements for each state• Work and collaborate with external strategic advisors to ensure company is innovative and at the forefront of technological advances• Manage and update Influencer Compensation Plan and ensure compliant by Legal Department• Develop and implement strategic plans in collaboration with CEO vision

Lehi, Ut

I help sales professionals from every industry learn how to increase their sales up to 300%. Our customers love our portfolio of products. I work with and lead a successful team of independent business owners that are authorized resellers of our product portfolio. Looking for additional income? You can earn supplemental income, part-time income, or even MASSIVE income with our reseller opportunity. Work from home and control your own schedule!B.A.N.K.™ WILL TEACH YOU HOW TO:- INCREASE YOUR SALES UP TO 300%- CONNECT FASTER AND EASIER WITH YOUR PROSPECTS- DELIVER POWERFUL PRESENTATIONS USING THE RIGHT SCRIPTS- ACCELERATE CUSTOMER ACQUISITION AND INCREASE RETENTION- DEVELOP A HIGHLY TRAINED SALES FORCE WITH A COMPETITIVE ADVANTAGE- CRACK THE PERSONALITY CODE AND TAKE IT TO THE BANK®

Lehi, Ut

Global XTS, LLC was formed in September 2011 by three original founders. Cheri Tree, Jenny Luetkemeyer, and Thomas Tree. As one of the three founding members, I was responsible for the financial aspects or our company for about 2 1/2 years. I also handled customer service, and fulfillment as we went through our start-up phase. In early 2014, we added a DBA of "Global BANK Academy" as our new company name. Since early 2014 we've had phenomenal growth and increased our staff significantly from just the original three founders. By June 2014, all of my roles and responsibilities I had been doing for 2 1/2 years were taken over by new staff members. My new role and responsibility is to be in SALES and help grow our amazing income and business opportunity throughout the world! I will always treasure the "early days" when it was just the three of us and we all wore many hats. What a great experience it was for me to be involved with a true "start up" and help build it to what it is today - a multi-million dollar company with clients in over 28 countries. The best is yet to come!

Cottonwood Heights, Ut

Completed 150+ daily outbound calls to controllers, treasurers, and chief financial officers to gather sales leads for capital equipment financing on a lease basis.

Multiple Locations

Developed and maintained key strategic account relationships by working with various builders around the nation with real estate development projects. Performed all due diligence, analysis, and gathered all supporting documentation on investment offerings. Researched various financial models to ensure best creative financing is in place for these investment deals. Created sales aids/brochures for investment projects to give to investors. Procured clients to sell these investment properties to. Worked with investor clients in a step-by-step process from contracts to successful closing/funding to tenant placement and property management. Managed strategic vendor relations with preferred mortgage, title, hazard insurance, tenant placement, and property management companies.

Draper, Ut

Selling and marketing of skin care/health products to customers and other representatives. Earned "Executive" status in just three days, and obtained a rank in the company that less than 1% of their independent sales reps ever achieve.Managed a team of over 100 representatives.

Multiple Locations

Selling and marketing of real estate investing educational products and services.Responsible for training new ISA's with product knowledge and certification process to assure team members were compliant in all aspects of their sales/marketing efforts.Managed 15 sales representatives.

Cincinnati, Ohio Area

Co-owned and operated The Real Market Experts of Cincinnati. Responsible for obtaining and maintaining strategic account relationships by working with builders and sellers at acquiring real estate properties. Managed a team of nearly 20 employees and independent contractors.Performed extensive due diligence on all opportunities by analyzing and gathering supporting documentation for all aspects of investment property offering. Posted all data to our exclusive website (www.investorconcierge.com) for our investors to view. Responsible for working with clients in a step-by-step process and concerned that new clients are satisfied and that these customers receive consistent and high-quality customer service throughout the entire process. Oversaw and managed strategic vendor relations with mortgage brokers, title companies, tenant placement companies, property management companies, etc. to ensure they maintained our client's "best interests". Sold nearly 100 properties in just two short years.Awarded the prestigious "Circle of Excellence" from Cincinnati Board of Realtors.

Greater Salt Lake City Area

Selling and marketing of financial products.Trained all new team members on how to generate leads and close business on their own. Generated own contacts and sold a variety of financial products. Licensed in Life/Health Insurance and Series 6 & 63 with the NASD.Responsible for leading team of 25 sales representatives.

Sandy, Ut

Sold software for the world's largest provider of e-business applications (CRM). Called into C-level executives to generate and qualify leads for Siebel e-business applications. Consistently made 120+ calls per day to mid-market sized businesses.Shorty after the devastating attacks of 9/11, Siebel began massive lay-offs and the Sandy, UT office was closed in a relatively short time-frame

Master Of Business Administration - Mba, 3.99 Gpa

Activities and Societies: Phi Kappa Phi Honor SocietyGraduated from the Executive MBA program in May 2018 from the University of Utah

Bachelor'S Degree, Business Management

Activities and Societies: Entrepreneur Club, Men's Chorus, Finance Society