Corporate officer and general partner for multiple loan origination software companies. Responsible for all financial reporting, budgeting, forecasting, cash management and accounting duties. Secured a revolving line of credit from one of the largest regional banks in the Midwest. Facilitated the transition of all human resource duties, including benefits administration, payroll, and state/federal reporting to a Professional Employer Organization (PEO). Served as corporate liaison for all legal matters, including corporate formation and restructure, contractor agreements, and litigation. Instrumental in developing strategic partnerships, including Salesforce.com.

Leadership: Served as a key member of the executive team to grow the CA office from $5mm in originations to over $88mm. Through the merger with Merchants Capital Access (NY), led by Angelo Gordon in early 2015, originations have grown to over $225mm.Reporting: Responsible for providing reporting, analytics and insights to the CEO, key executives, the Board of Directors and department managers on a continual basis.Underwriting: Led the efforts to develop a comprehensive risk scoring model with our external analytics partner to provide funding guidelines based on a variety of "Risk Tiers."Technology: Instrumental in implementing Salesforce.com, beginning with Group edition (5 users) to Enterprise edition (120 users) with over a dozen custom objects, multiple 3rd Party applications, including DocuSign, Conga, InsideSales.com, Forseva, SDrive, and various 3rd Party API integrations. Sales Operations: Developed the systems and processes to facilitate the growth of the inside sales team from 5 to over 70 across two offices with a focus on automation and efficiency. Marketing: Responsible for identifying lead sources and key attributes for the direct mail efforts and for developing the necessary technologies to track each campaign and member; including response, qualification, submission, approval and funding conversion rates. Direct mail was responsible for 90% of inbound leads and increased to over 1.2mm pieces per month. Collections: Developed systems and processes to support the growing "Client Services" department, including dynamic account assignment, reporting, dashboards, dialer integration and automated merchant communications.

Provides a wide variety of consultative services, including:- Short and long-term financial statement modeling- Data mining, reporting and analysis- Spreadsheet and database design- Business plan development- Market research and analysis- Design, customization, integration and implementation of Salesforce.

JPM Machinery is an independent trading company specializing in buying and selling late model and low hour earthmoving, road construction, and mining equipment. We specialize in leading brands such as: Caterpillar, Komatsu, and Volvo with a focus on articulated trucks, crawler tractors, excavators, wheel loaders, and motor graders.

Corporate officer for multiple high-growth online software and training companies. Responsible for all financial reporting, budgeting, forecasting, accounting and tax preparation duties. Negotiated all merchant processing and 3rd party financing agreements, in addition to all insurance policies and programs. Oversaw all human resource duties, including hiring/firing, benefits administration, payroll, and state/federal reporting. Implemented company-wide instance of Salesforce.com to manage finance, operations, marketing and support departments. Served as corporate liaison for all legal matters, including corporate formation, restructure and contract negotiations. Increased year over year gross profits by more than 40% and net income by 85%.

Key member of core management team responsible for developing the company from a start-up into the 8th largest national student lender. Instrumental in facilitating the transition after the company was acquired by a Fortune 500 company. Reported directly to the President and later division CSO, and directed over 70 external and internal sales representatives. Division generated over $2 billion in loan volume while maintaining a budget of $13 million.

Hired to support financial efforts to enhance sales efforts for the student loan division at American Express. Responsible for volume projections, target market development and competitive analysis to ensure financial success.

Joined professional outsource company to develop new business prospects within the high-tech industry. Identified multiple opportunities and signed key accounts.

Hired to support financial responsibilities of expanding real estate investment company.