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Joshua D.

30 Heritage Cir. #8 Madison, WI 53711
Phone: (608) 347.5710 E-Mail:

Skills and Knowledge

a Effective Business Relationship Development

a Strategic Planning and Development
a Entrepreneurial Motivation
a Market Penetration
a Team Leadership
a Results Motivated
a Organizational Development
a Direct and Indirect Sales
a Training and Leadership Education
a Financial Planning and Analysis
a Effective Presentation Skills
a Strategic Competitive Analysis
a Account Management

MBA - Strategic Management Concentration, Indiana University, Kelley School of B
usiness, Bloomington, IN
BBA - Concentration in Finance, Andrews University, School of Business Administr
ation, Berrien Springs, MI
Farm Plan (18 Month Contract Position), Madison, WI
Temp - Account Credit Manager
As an independent contractor with Farm Plan I managed the large limit account pi
peline. This involved working with customers to conduct preliminary credit and f
inancial analysis, and identifying specific needs. Time was spent working direct
ly with customers to provide insight into our process and obtain pertinent infor
mation to make informed decisions.
a Customer relationship a Brand development through educating the customer
a Ability to work with difficult customers to maintain a strong business relatio
nship a Agricultural and Commercial credit analysis
a Small business analysis
Middleton Community Bank, Middleton, WI
Retail Banker
As a retail banker I was responsible for attracting new customers to the bank, o
ffering expert financial advice to customers, and selling bank products.
a Created and maintained critically important relationships with both individu
al and business customers a Offered revenue generation ideas based on product
performance analysis
a Developed more efficient policies and procedures while maintaining strong st
andards a Attracted and maintained customers through trust based relationship de
a Aided in the development of product marketing materials and selling technique
Greenpoint Mortgage - A Capital One Company, MI/WI Territ
ory Account Executive/ Territory Team Lead
As team lead, I developed and managed new sales territories, successfully implem
enting sales and marketing plans to penetrate an already saturated market and cr
eate a loyal customer base. I strengthened my relationship with customers by pr
oviding trusted knowledge about our products and insights into the industry. As
each territory grew I was charged with leading a team of sales and support staff
in providing top notch support to our customer base.
a Attracted and retained new customers a Provided client support and market
a Trained brokers, banks, and lenders on products, and sales techniques a Lea
d two strong sales teams through difficult
market conditions
a Developed successful territories in multiple new markets a Created r
egular market updates and training bulletins
a Conducted dynamic presentations of company products and procedures for potenti
al clientele a Maintained a diverse client base: from one man shops to multi-mil
lion dollar banks