
Timeline
About me
Top areas of expertise include growing relationships with clients, managing budgets, interpreting financial documents and managing a team.
Education

Hampden-sydney college
2012 - 2016Bachelor’s degree economicsActivities and Societies: Fire and EMS department, Phi Alpha Delta (pre-law fraternity)
Experience

Acac fitness & wellness center
May 2012 - Aug 2014Camp counselor and supervisorResponsible for leading and supervising preschool, elementary, and middle school children in the summer camp program that promotes educationally and developmentally-stimulating programs and activities. Duties also included maintaining the activity schedule and communicating program policies and expectations to students and parents.

Suntrust
Jul 2016 - Mar 2019Mortgage processor- Averaged 15+ closed loans per month, while maintaining a workflow of 30+ loans.- Communicated with various companies to obtain information including employment verification, property certifications, title commitment and payoff information. - Responsible for processing loans from set up to closing by verifying and compiling borrower information.

Anchor financial group
Nov 2019 - Dec 2020Financial advisor- Facilitated the onboarding process for new clients and assisted senior financial advisors with investment planning and portfolio management.

Truist
Jan 2020 - Jan 2022Mortgage processor- Demonstrated expertise in all phases of residential processing, including loan origination, underwriting and closing.- Averaged 25 closed loans per month, while maintaining a workflow of 40+ loans at a time.- Monitored loan documents, ensuring accuracy and timely completion, tracked loan progress and communicated status to customers.

Massmutual
Jan 2022 - Jun 2024Managing associate- Implemented strategies to maximize clients’ financial goals.- Analyzed financial data and developed financial plans tailored to individual clients.- Mentored and trained new team members while working collaboratively with existing members.

Homes.com
Jun 2024 - Oct 2024Account executive- Grew monthly revenue by $2,000.- Identified and developed marketing solutions to fit real estate agents’ needs through group and individual consultations.- Aid real estate agents in achieving business goals through monthly check-ins.- Collaborated with team members to achieve office KPIs.

D.r. horton
Feb 2025 - nowDivision land analystThe responsibilities include conducting due diligence and underwriting for potential acquisitions and developments, supporting the processes of acquisition, financing, development, and disposition, as well as preparing financial models to inform acquisition and asset management decisions. Additionally, the role involves creating presentation materials for both internal and external stakeholders concerning new and existing investments, analyzing and monitoring property financial performance through modeling and benchmarking, and collaborating with management on business plan execution. The analysis of market conditions and industry trends is also a critical component, with project budgets ranging from $1 million to $50 million. Show less
Licenses & Certifications

Life and health insurance license
MassmutualJan 2022
Honors & Awards
- Awarded to Samuel RidenhourSpecial Achievement - 2024
Volunteer Experience
Fire and EMS
Issued by Hampden-Sydney College
Associated with Samuel RidenhourYoung Professional Board Member
Issued by Special Olympics Virginia, Inc. on Aug 2022
Associated with Samuel Ridenhour
Languages
- enEnglish
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