Van L. Perry Email & Phone Number

Pompano Beach, Florida, United States

The person that typically succeeds by working with me is a small business owner that is trying to get out of debt, both personally and in their business, all while providing for their family’s future and growing their business.Growing a successful small business is hard and my coaching can make this journey easier. I can help solve problems:• Too Much Debt – both personally and/or in the business• Not enough Cash Flow – either income is too low or expenses are too high• No money set aside for emergencies – short-term and longer-term• Not saving for upcoming expenses – vacations, car, kid’s college, house, etc.• Not saving for the longer term future – retirement, legacy, building wealth, etc.

Boynton Beach, Florida, United States

Fort Lauderdale, Florida, United States

Coral Springs, Florida

Scarborough, Maine

Developing and implementing solutions for financial security now and in the future.Life Insurance Retirement Planning Financial Services*Securities offered through MWA Financial Services Inc., a wholly owned subsidiary of Modern Woodmen of America. Member: FINRA, SIPC. www.finra.org www.sipc.org Products are available in most states. Individual representatives may not be licensed to sell all products.

Commercial Loan Officer serving the Augusta/Waterville area. Branches of responsibility included: Augusta, Manchester, Readfield and Winthrop.

Financial Consulting

Managed several small business account relationships mostly consisting of small to medium sized businesses that require a lot of services. Assisted clients with financial needs.Acted as a small business consultant to the customer base for knowledge of the market, the industries and financial forecasting of current or proposed activities Selected Accomplishments: Worked at increasing the community banking portfolio by moving into the new branch office in Lewiston. This branch had not had a commercial lender before, so it was an opportunity to reach out to the local community and to meet their specific needs within the immediate area.

Managed over 120 relationships and the business banking needs of 12 branches throughout central Maine. Assisted borrowers and other bank clients with financial questions and needs. Established a commercial portfolio in a new territory consisting of all industries including manufacturing, retail, service, etc. ranging from start-ups to mature companies with both growth and restructured credit and other financial needs. Maintained communication with customers and bank officials. Analyzed customer financial and accounting data. Instructed financial analysis training, prepared and monitored department budget, and implemented new financial analysis software. Developed financial projections and models, conducted sensitivity analysis and testing utilizing balance sheet and income statement ratios - cash flows and trend resources.

Managed over 150 loans consisting of the more specialized and larger borrowers. Assisted borrowers and other bank clients with financial questions and needs. Acted as a mentor to the junior lenders by demonstrating superior business development skills. Selected Accomplishments: Booked over $12 million of new loan business for the bank in FY2005.Assisted with setting up a Commercial Sales Group within the Bank. One of two lenders chosen to be part of this new internal Business Development Group.

Managed over 130 loans consisting of the larger and more complex borrowers. Assisted direct borrowers and banks with financial questions and needs. Managed internal commercial lending operations of FAME. Acted as a mentor to the junior lenders. Selected Accomplishments: Functioned as Acting Director for a period of six months in absence of the Division Director.Restructured the Commercial Lending Division.

Certificate, International Business

Leadership Certificate

Banking Certificate, New England School Of Banking

Bs, Resource Economics

High School, Secondary School Diploma