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M&As / IPOs / Restructures / Startups
- Delivered $89 million sales increase through creation of two-phased approach to expand product offerings.
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- Secured working capital advances of $1.3 million and $21 million after devising competitive business plan to sell non-conforming loans for cash.
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- Developed and implemented effective acquisition strategy for purchase of $7.1 million in physical assets from largest international exporter within industry niche.
- Successfully evaluated and implemented strategy then negotiated purchase of $9.7 million company with plants on both coasts.
- Increased product offerings more than 100% through identification, negotiation, and strategic acquisition/integration of company generating and selling $2.2 billion in annual assets.
Operational Process Improvement / Metrics
- Implemented pricing system engine to enable real-time pricing with margin protection, improving margins 43% and obtaining more than $8 million in additional revenue annually.
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- Decreased cost per sales acquisition from 2.15% to 1.39% of sales through implementation of active management matrix for sales lead purchasing.
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- Reduced staffing costs 15% by converting Treasury Securities department from paper-based accounting to online accounting system.
Capital Acquisition Planning / Implementation
- Closed on 77% of targeted acquisitions by accurately evaluating key opportunities and creating effective approach strategies.
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- Negotiated 475% increase in working capital line of credit to $15 million as result of personal relationship development and proactive management of bank credit facility.
- Issued more than $7 billion of collateralized debt obligations and other asset backed securities by way of Southern Pacific Secured Assets Corporation.
- Developed $309 million Net Interest Margin securitization to generate corporate liquidity through broker partner, one of the first of its kind.
- Increased revolving credit facilities from $75 million to $600 million after successfully researching, sourcing, and negotiating with new credit provider.
Integrating Technology & Business Solutions
- Reduced labor costs more than 73% as result of effective analysis and upgrading of financial systems to MAS2000.
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- Implemented Chevron Oil credit card merchant processing through credit union, saving company more than $30 million annually in processing charges.
- Established ATM system processing in-house, effectively reducing processing costs 21%, or $400,000.
Strategic Planning / Tactical Execution
- Developed REIT business plan and liaised with counsel for preparation of S-1 to segment shareholder base and meet financing of multimillion-dollar asset acquisitions.
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- Personally wrote and marketed business plan to obtain backing for $4 billion PA financial services company.
- Drove 40% increase in cycle time, 50% reduction in approval time, and 61% improvement to data integrity by directing RFP process and evaluating/implementing new ERP system.
Compliance / SEC Reporting
- Raised $30 million in private equity under Regulation D offering exemption as result of collaborating with legal counsel to develop offering memorandum.
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- Successfully developed regulatory application packages to receive HUD and State licensing approval, effectively guiding 85 employees through licensing for Federal SAFE act.
Executive Team Recruitment / Development
- Boosted monthly sales production from $14 million to $51 million by designing new sales management structure.
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- Delivered one-year sales production increase from $119 million to $337 million as result of identifying, recruiting, and developing top-of-line team.
Maximizing Financial Performance / ROI
- Developed customized cash management program with bank to provide cash management services on 2,000 bank accounts, reducing bank service charge expenses more than 53%, or $650,000 annually.
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- Created additional $10 million in annual revenue from previously non-earning asset by developing asset-backed swap program with major west coast bank.
Product Differentiation / Market Penetration
- Developed multi-brand growth strategy, securing board approval for up to $500 million in acquisitions and oversaw five corporate subsidiaries.
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- Tapped into $1 billion global market through development of E-cycled.com as B2B trading portal for paper, plastic, and glass recycling industries.
Multi-Functional Collaboration / Leadership
- Centralized securities transfer function from five offices to one, reducing annual labor expenses 33% to just $1.1 million.
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