
Timeline
About me
Consultant for all things Real Estate and Small Business
Education

Bucks county community college
1997 - 2000Business management
Experience

Nationwide financial group
May 2003 - Jan 2007Loan officer/processorOriginated/processed commercial and residential mortgage loans for qualified buyers while managing bank relationships and working closely with mortgage underwriters to ensure loan approval.-Assembled and submitted loan applications to various financial lending institutions.-Managed relationships between loan officers, mortgage underwriter, and various title and settlement companies.-Worked closely with all involved parties to clear bank stipulations to ensure loan approval and final funding.-Studied real estate market trends to aid consumers with best possible loan scenarios.-Managed a monthly portfolio of 25-30 loans ranging 4.5 to 5.5 million dollars. Show less

Market resource partners
Sept 2010 - Jun 2011Account executiveMarket Resource Partners designs, measures and executes marketing strategies to deliver maximum profitability and optimal sales performance for their clients. Founded in 2002, and headquartered in downtown Philadelphia, MRP delivers value to shareholders and business alliance partners by growing and maximizing the sales revenue and profits of their clients by demonstrating a quantifiable return on marketing investment. Utilizing strategic program consulting and predictive analytics to better inform the decision making process allows MRP’s clients to gain a competitive advantage, maximize sales conversions and reduce overall marketing costs. This service combined with business opportunity mapping and relationship management enables MRP’s clients to identify immediate and longer term sales opportunities while optimizing the length of their sales cycle. These competencies are tied together by our focus on superior marketing operations that not only control costs and increase profitability, but also introduce a greater measure of accountability into the marketing process. Show less

First derivatives
Jul 2011 - Sept 2012Business development executiveFirst Derivatives is a leading provider of products and consulting services to the capital markets industry. Focused on financial institutions that work cross-asset, often with multi-system and/or high volume trading activities, the Company scopes, designs, develops, implements and supports a broad range of mission critical data and trading systems across front, middle and back-office operations. Incorporated in 1996, First Derivatives has served the capital markets industry since its incorporation. The Company holds a niche market position in terms of domain knowledge of capital market asset classes (equities, fixed income, foreign exchange, commodities, etc), as well as expertise in leading financial services systems (such as Calypso, Murex, Opics, Summit, Principia, Opus, Wall Street, kdb+, etc). The Company continues to work closely with leading global financial institutions to enable client proprietary and 3rd Party systems cope with the demands of high volume, complex trading in an increasingly regulated market. This combination of domain knowledge and technical expertise in leading financial services technologies has motivated the Company to invest in developing its own product suite. First Derivatives is a publicly held company, trading on the London Stock Exchange (LSE FDP.L) and Irish Stock Exchange (IEX:GYQ.I). The Company is headquartered in Newry, Northern Ireland from where it has established its research and development centre, its Capital Markets Competency Centre and its near-shore support facilities. The Company has continued to expand its service offering and now has operational bases in Europe, North America, Asia and Australia to service its global client base. It is recognized as one of the fastest growing capital markets service providers in the world. First Derivatives now employs over 450 employees worldwide. Show less

Nextdocs
Sept 2012 - Mar 2013Business developmentNextDocs is the global leader in providing Microsoft SharePoint-based compliance software solutions to life sciences organizations. It enables businesses in regulated industries to achieve compliance with FDA and other agencies while automating processes, improving efficiency and dramatically reducing costs. NextDocs customers include Pharmaceutical companies, Bio-Techs, Medical Device companies and CROs. The NextDocs Global Alliance Program connects our clients with market leading software and service providers to deliver the most robust suite of enterprise content management and quality management software and delivery solutions. NextDocs has received various awards and also earned the ISO 9001:2008 certification which is recognized internationally and is the most comprehensive standard in the ISO 9000 series. -Winner of Microsoft 2010 LifeSciences Partner of the Year Award -Winner of Microsoft 2010 LifeSciences Innovation Award Show less

Berkshire hathaway homeservices fox & roach, realtors
Jun 2013 - Jun 2016Real estate agentFor four generations, integrity, trust, performance and service have formed the foundation of Prudential Fox & Roach, Realtors.We are the #1 Realtor in the region and the #1 single-market Realtor in the nation. Our market dominance and resources give us an unmatched ability to perform for you. Our deep family roots will give you something even more important: peace of mind.We are one of the nation’s oldest providers of real estate services. Since 1886 we have been permanently woven into the fabric of the communities we serve. We have survived and thrived because we produce for our clients.Whether you are buying, selling, renting or relocating, when you call on Prudential Fox & Roach, you access a team of passionate professionals with rock-solid, real-world connections and the best marketing technology in the business.-Chairman's Circle Gold Award 2014 Show less

Re/max platinum philadelphia
Jun 2016 - Jul 2017Real estate agent
Berkshire hathaway homeservices fox & roach, realtors
Jul 2017 - nowRealtor
Licenses & Certifications

Pennsylvania real estate salesperson license
Pennsylvania department of occupational affairsJun 2013
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