You are on page 1of 2


Cell: 704-591-6004 ▪ Home: 704-367-0843
840 Old Bell Road Charlotte NC 28270
Senior Sales and Marketing Professional skilled in formulating and executing planned strategies, with
significant domain expertise in relationship management, new account sales, and organic growth. Highly
motivated and results oriented with a proven record of exemplary performance in sales, marketing, business
development, and operations functions in the consumer and commercial financial services industry. Proficient
at interpersonal relationships, excellent communication skills, and a demonstrated achievement of developing
innovative and effective approaches to capitalize on business growth opportunities.

Commercial Distribution Finance
Regional Sales Manager – Charlotte NC (1994 – 2009)
Managed portfolio of 175+ inventory finance (floor plan) account clients in served market industries of
manufactured housing, recreational vehicles, and horse trailers. Directed all sales and marketing efforts
designed to facilitate market penetration, receivable growth, and customer account retention.
• Generated over $60M in new account wholesale credit facilities from 2003 to 2009, utilizing consultative
sales approach and team building strategy with operational counterparts.
• Successfully negotiated and retained exclusivity agreement of key buying group customer representing
$14M in average net receivable and over $28M in annual inventory finance volume.
• Organized and led cross-functional deal team through difficult and sensitive prospect negotiations, winning
business units’ second largest account with a $15M wholesale credit facility, $9M competitor buyout, and $12M
average net receivable.
• Delivered $400K in incremental revenue with successful cross-sell of high-margin, value added financial
services products; commercial real estate financing, equipment leasing, and business to business credit
• Increased portfolio return on equity to over 30% through market implementation of business unit pricing
initiative and conversion of inventory book from prime indexed rate structure to libor. Maintained customer
attrition rate less than 5%, well below assigned plan objective.

Business Development Manager – Laguna Niguel CA (1988 – 1994)

Promoted to enhance volume growth opportunities within existing served commercial markets and charged
with expanding the scope of new product offering, inventory financing for the recreational boating industry.
Re-energized sales and marketing activities in eight western states and served as liaison between account
clients and internal operations staff.
• Grew inventory finance receivable by at least 10% year over year through development and implementation of
a comprehensive, disciplined, and targeted account management strategy.
• Originated $23M in new marine wholesale receivable by leveraging key distributor relationships
including Bayliner, the largest volume marine manufacturer in the U.S.
• Secured the companies’ first Sea Ray marine retailer, adding $8M to receivable base and facilitating
discussions around a private label financing arrangement with this key marine manufacturer.
• Recognized for extraordinary performance with induction into GE Pinnacle Club, awarded to top 5%
achievers across GE. Exotic trip winner – Italy and The Greek Isles.
Home & Recreational Products Group
Territory Manager – Little Rock AR (1985 – 1988)
Promoted to direct all field based activities relating to retail and inventory finance sales efforts, customer
account management, and direct lending operations within assigned geographic territory. Successfully
integrated staff and processes of new purchase branch facility with existing customer base, establishing key
working relationships critical to growth.
• Grew consumer loan receivable 45% by streamlining loan processing procedures and by implementing a
highly communicative and collaborative team sales approach.
• Added over $15M in new account floor plan outstandings by promoting strategic partnerships and results
oriented alliances with area manufacturers.
• Recognized for extraordinary performance with induction into GE Pinnacle Club, awarded to top 5%
achievers across GE. Exotic trip winner – Hong Kong and Beijing China.

South Central Operations Center – Memphis TN (1981 – 1985)

Positions held include:
Portfolio Control Manager, Regional Credit Manager, Dealer Services Manager, Field Services Representative.
• Completed regional Management Development Program and held numerous positions in retail and inventory
finance serving the manufactured housing and recreational vehicle industries.
• Managed consumer account delinquencies for Louisiana portfolio to all time lows for the region through
an aggressive and effective team collection strategy.
• Consistently met and exceeded assigned volume budget and plan objectives.


Preload Sorting Manager – Birmingham, AL
Managed team of part-time employees involved in various aspects of package processing including geographic
sorting and delivery truck loading for regional distribution center.
• Collaborated with senior management to develop and implement time study and accountability routines to
improve quality control and ensure completion of assigned duties within time and budget allocation.
• Identified and simplified cumbersome sorting routines, resulting in improved on-time departure schedule
to plan.



Socratic Selling Skills, GE Commercial Distribution Finance, 2007

Situational Sales Negotiations, GE Commercial Distribution Finance, 2006
Financial Analysis Training, GE Commercial Distribution Finance, 2003