Tracy Lee Email and Phone Number
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SEEKING A POSITION INBUSINESS DEVELOPMENT, FINANCIAL SALES, and or SALES MANAGEMENTSUMMARYWORDS TO LIVE BY: PROGRESS RESULTS FROM NEVER BEING SATISFIED I am an accomplished Financial Services Professional solving financial problems through action involving deal structuring, restructuring, and raising additional capital. Worked with closely held companies to improve financial reporting and cash flows, saving money and assisting in raising capital. Extensive, experience working with and owning small businesses, start-ups, multi-generational private firms to very large corporate 2500 firms providing asset-based, SBA, and real estate financing support. Started Leasing Division for a $3.0 Billion-dollar bank and assisted the bank in developing SBA financings for clients in various facets of businesses. Numerous C-Suite engagements (President, CFO, CEO, CO-President) COMPLEMENTS my sales expertise relating to the challenges facing leaders and executives in their company. MY MOTO - MARKETING TALKS ABOUT IT, SALES DOES ITEmail: tracylee1@bellsouth.netCORE COMPETENCIES• Sales & Marketing - Rigorous attention to detail • Communication skills - Effective verbal and written communication skills• Powerful Analytical Abilities• Consultative Sales - Proficient in salesforce and marketing• Team Leadership - Passion for continuous improvement• Negotiation - Potent problem-solving abilities • Business-to-Business (B2B)• Competitive Analysis• Finance Banking• Microsoft Office Suite• Strategic Planning• Technical Knowledge - Radically process-oriented• Contract Negotiation• Business Analysis• Consumer Lending• Lines of Credit• SBA Negotiations and ProcessesACCOMPLISHMENTS:Led sales/profitability - 14 yearsLed turnaround of a company managing 22 salespeople and exceeded goals by 32%Received numerous outstanding awards including Sales Person of the Year Sandler Sales Training Participant
Fastest Labs North Charlotte
View- Website:
- fastestlabs.com/north-charlotte
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Owner InvestorFastest Labs North Charlotte 2019 - PresentCharlotte, North Carolina, United StatesInvestor operated by Family Office. I am not an active employee although it appears that I am based on Linkedin requirements to include this position. The Family Office owns Fastest Labs Franchise.
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Investor | Executive Managing DirectorMount Vernon Partners 2018 - 2019Charlotte, North Carolina AreaMOUNT VERNON PARTNERS Managing Director Investor Relations with responsibility for CAPITAL RAISE for MVP FUND 1 and identifying tax structured long-term real estate investment opportunities for the FUND. Focusing in Charlotte, Columbia, and Charleston SC, My involvement was to supplement personal investment and actively raise Capital for MVP FUND 1.
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Owner InvestorFinancial Capital, Llc 2004 - 2019Charlotte, North Carolina, United StatesFinancial Capital is a Private Investment company focused in start-up technology, auto leasing, recycling, pharmaceutical and franchise opportunities. Experienced in:1) Equipment Leasing and financing; 2) Small Business Lending, SBA Loan packaging; 3) Real Estate Lending Additional Service have included: • Raising capital, due diligence, forecasting• C Suite consultative services • Restructuring, financial services, credit risk analysis • Mergers and acquisition, market strategy
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Chief Financial Officer | SalesPinpoint Warehsousing, Llc 2014 - 2018Charlotte, North CarolinaPinpoint Warehousing Inc. is an independently owned third party asset-based logistics company specializing in bulk storage, fulfillment, trucking and packaging with in excess of 100 employees. • Devised Distribution Strategy for trucking routes to maximize profitability, established Fleet Program to reduce cost by 32%.• Boosted and renegotiated the necessary lines of credit and loan arrangements enabling the company to fund its growth in Sales by 100% increase in my first year and a 50% increase in each of the following two years. • Managed the treasury functions which reduced interest expense by 87.5%. • Orchestrated the merger of a 25-year-old Independent Third Party Warehousing operations resulting in cost savings in excess of $300.0K and an increase in revenue in excess of $1.2M.
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Sales Management | Director Of Marketing | Ceo | Cfo | Coo Minor PartnerC&G Leasing, Inc. 2002 - Jul 2016Charlotte, North CarolinaC & G LEASING, INC was a privately owned equipment and vehicle leasing company providing flexible financing solutions with a portfolio of over $24.0M. My goal was to remove obstacles, streamline processes and give our sales brokers the best tools available to enhance their success. I focused on Salesforce efficiency and reporting, new technologies to promote sales enablement, implementing solutions, and new hire and product training. Along those lines, I strategically implemented the following:• Revitalization of the company from no growth to doubling its’ portfolio each year for the first 4 years• Produced originations between $12.0M and $18.0M and placement of deals that did not fit our risk or pricing profile generating profits of $400.0K to $600.0K• Launched successful programs for automobile, light trucks, tractors and trailers, and construction equipment • Supervised the extensive book of business producing record income • Identified businesses funding Purchase Orders, A/R & Factoring increasing customer profitability 18%• Designed application only product cutting approval time by days to hours increasing revenue by 45%
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President | Sales ManagementFirst Charter Leasing, Inc. Subsidiary Of First Charter Bank (5Th 3Rd Bank) 2000 - 2002Charlotte, North CarolinaPresident and Founder of Leasing Subsidiary for Bank2001 – 2002 FIRST CHARTER LEASING was a niche specialty subsidiary of a Three Billion Dollar Bank created to diversify the Bank’s real estate-driven portfolio by providing short-term commercial leasing and financing. My responsibilities included creating new marketing campaigns and testing new methods of reaching customers to drive new business. To that end, we accomplished:• Funding over $20.0M creating a first-year profit of in excess of $100.0K. • Executed the strategic plan and the interaction of the Leasing group within the Corporate Sales, Marketing, Operations and Retail areas providing bank officers with additional sales opportunities. • Aligned portfolio management with an outside vendor reducing cost by 70%.
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Svp - Southeast Regional Sales ManagerAbn Amro Bank Leasing/Wasco Funding 1999 - 2000Charlotte, North CarolinaABN AMRO/WASCO FUNDING a $500.0M company with 70 employees a subsidiary of a Twenty-Five Billion Bank.• Pioneered the first regional office generating over $20.0M in the first year exceeding projections by $8.0M. • Outperformed personal budget by 60% producing profits for the company in excess of $1.0M.• Responsible for transferring vendor relationships producing over $4.0M of revenue.• Introduced credit management at field office level decreasing credit response from days to hours, which enabled the sales people to be much more responsive and competitive.
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Other Relevant Positions:Sales And Sales Management 1997 - 1999• RBC Centura Leasing: SVP Sales Manager and CO-PRESIDENT, Led a team of 22 sales reps in a turnaround situation exceeding their sales goals as a team by 32%. • Sumitomo Corporation: Leasing Sales and Sales Manager, Presented sale seminar for tax-oriented products enabling salespeople to increase sales by 30%. Exceeded all sales goals and was the top volume and profit producer for each year with the company.• LanderBank Credit: Regional Sales Manager, Managed and Negotiated equipment and vehicle Leases in the US, Europe (primarily Germany, Austria, Belgium) and Mexico. Top volume and profit producer.• Signal Capital Corp: Regional Leasing Sales Manager, Produced equipment leases in record volume and profitability. Presented sales and profitability seminars to 44 peer sales representatives and sales managers increasing their profit productivity over prior years by 14%.
Tracy Lee Education Details
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University Of North Carolina At Chapel HillAccounting, Finance And Business | Management
Frequently Asked Questions about Tracy Lee
What company does Tracy Lee work for?
Tracy Lee works for Fastest Labs North Charlotte
What is Tracy Lee's role at the current company?
Tracy Lee's current role is EXTENSIVE FINANCIAL SALES & SALES MANAGEMENT | CFO COO CEO | BUSINESS DEVELOPMENT | DIRECTOR STRATEGIC PARTNERS | LOGISTICS | PREVIOUS OWNER OF SMALL BUSINESSES.
What is Tracy Lee's email address?
Tracy Lee's email address is tr****@****uth.net
What schools did Tracy Lee attend?
Tracy Lee attended University Of North Carolina At Chapel Hill.
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Tracy Lee
Senior Director Of Development, Research & Innovation At Children'S National Hospital FoundationAnnandale, Va4aol.com, umd.edu, umd.edu, janegoodall.org2 +170386XXXXX
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4gmail.com, sap.com, thermofisher.com, fisherinvestments.com
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