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Professional Summary
Sales and Business Development Professional with over 20 years of experience in Music, Technology, Digital Media and Franchise Development. Expert at Consultative Sales, building loyalty and long-term relationships while consistently exceeding sales goals. A genuine passion for closing deals and a solid network of connections spanning many industries.
  • Contract negotiation, project management Creative, resourceful, detail-oriented, highly
  • and implementation of new business and organized with excellent communication skills
  • marketing initiatives Ability to meet multiple objectives with little
  • Developed expertise with all commercial supervision
  • models within the digital content landscape; Tech savvy with proficiency in MS Office, social
  • including streaming, download and media platforms, CRM, file sharing and
  • user-generated content models communication software
Work History
Co-Owner/ Franchisee 09/2014
  • Orangetheory Fitness - Brentwood and Concord, California As Co-Owner of two successful Orangetheory Fitness franchises, I've gained immense knowledge of best-in-practice sales processes, operations and how to effectively run a business Sold over 500 memberships during our pre-sales phase, making us profitable the day we opened (awarded into the prestigious 500Club from our corporate franchisor) Managed and exceeded all sales and operational budgets Lead and coordinated initial and ongoing sales drivers (pre-sale events, studio events, community outreach, referral programs) Oversaw the sales process and systems, including the implementation of performance metrics (KPI's) for the sales team Created vendor partnerships, built community relationships and worked with PR companies to increase exposure and saturation Organized marketing campaigns, B2B and cross promotions while ensuring daily social media presence Researched and monitored competitor marketing initiatives and industry trends Ensured OTF branding through consistency and continuity in all actions.
Business Development, Content Licensing 06/2011 to 06/2015
EMPIRE Distribution San Francisco, California
  • Lead licensing strategy and negotiations with digital service providers throughout the world, securing direct deals with all the major audio, video and mobile companies; including: iTunes, Amazon, Spotify, Google, YouTube, Pandora and over 250 others, making Empire 100% independent from 3rd party distributors Created new revenue streams with synch licensing, publishing and PRO royalty collection after establishing deals with BMI, ASCAP, SESAC and SoundExchange Answered and assessed the viability of incoming partner requests, including licensing requests Researched music catalog for all details pertinent to clearance and tracking; including publishers, record labels, performing rights societies and type of usage Pitched, secured and placed several of Empire's artists with various licensing deals, including public performance, blanket, synch and more Established transparency on partner/ client performance and made recommendations to correct any under-performance.
Sales and New Business Consultant 06/2010 to 06/2011
Believe Digital Paris, France, California
  • Helped to facilitate Believe's launch in the US by forming several large-scale deals with retail and marketing outlets, content providers and mobile companies.
  • Closed several exclusive deals resulting in millions in recurring revenue while significantly building up their partner and clientele base in the US.
Business Development Consultant 03/2009 to 03/2010
BFM Digital Los Angeles, CA
  • While consulting for BFM, I identified which new retail and mobile partnerships would most benefit the company objectives and managed those deals from negotiation to implementation.
Director 02/2006 to 02/2009
San Francisco, California
  • Developed successful strategic relationships with key retailers, marketing partners and content providers to drive the distribution and promotion of content for 3000+ record labels, securing millions in upfront and recurring revenue Helped to white-label and outsource INgrooves' technology platform to labels and distributors internationally, resulting in a viable and highly profitable new business division Worked cross-functionally across the product, marketing, legal, label relations, technology and financial teams to ensure the proper administration of direct deals and overall management of direct deal partners.
Manager 06/2005 to 02/2006
San Francisco, California
  • Managed the weekly delivery of content to multiple online music retailers and mobile services across the globe.
  • Worked closely with the IT department to set up new retailers in the system and interfaced with client relations to ensure proper receipt of client content, while also assisting the tech team in developing and testing new releases of the proprietary music management platform.
Project Manager/ Quality Assurance 08/2003 to 05/2005
JP Morgan Invest LLC Boston, MA
  • Working with their client investment website, I lead projects from inception to deployment and developed testing strategies from business requirements.
Quality Assurance Engineer 09/2001 to 07/2003
HSBC San Diego, CA
  • Coordinated QA activities for multiple projects on in-house client management and collections software, including walkthroughs/ reviews and setup/ maintenance of QA environments.
Senior Quality Assurance Analyst 06/2000 to 08/2001
E-assist Global Solutions San Diego, CA
  • Implemented all levels of testing in various environments to develop integrated CRM solutions for Fortune 500 clients.
Quality Assurance Analyst 04/1999 to 06/2000 San Diego, CA
  • Assisted in building the entire QA platform for pre-IPO, Internet Start-up Investment Company.
Broker Assistant 01/1998 to 04/1999
E.D. & F. Man Intl San Diego, CA
  • Obtained my Series 3 commodities trading license to advise brokerage clients, while assisting with office operations and customer service.
Bachelor of Science: Business Administration 2002 SDSU - San Diego, CA Business Administration
This resume is created in 7 minutes.
Results driven natural leader, with keen aptitude for business development. Extensive knowledge of the livestock industry, from farm to market, combined with a comprehensive foundation in investment markets.  Always seeking opportunities for new growth, continuous improvement, business expansion, and diversification.
  • High level market analysis, forecasting, and planning expertise.
  • Strategic business planning
  • Robust project management capabilities 
  • Highly skilled in agriculture and livestock management
  • Deadline driven
  • Committed community leader
Ranch owner Jan 2002 to Current
Schetzsle Marketing Corp Veteran, AB
  • Continuous growth in land base from 640 acres to 9,000 acres through strategic acquisitions.
  • Managed substantial growth in livestock inventory from 80 cows to current holdings of 500 cows, producing top selling offspring.
  • Significant growth and reinvestment into company through fluctuating economic conditions, and livestock prices.
  • Increase in profitability through precise financial analysis and management of input costs.
  • Manage 1-2 full time employees, as well as 5-7 part time employees.
Co-owner/Manager Jul 2005 to Jun 2016
Dryland Cattle Trading Corporation Veteran, AB
  • July 1, 2005, expanded business and growth opportunities by selling majority share of livestock market business. Retained a minority share as well as position of manager.
  • Focused on business development with increased sales goals and target volumes.  90,000 head annually, was the goal.
  • Managed annual sales volumes ranging from 95,000-125,000 cattle.
  • Maintained responsibility for most of the solicitation for cattle, and client relations.
  • Continually adjusted business practices to maintain profitability in diverse economic and market conditions.
  • Manage and assess a wide range of risk levels, such as offering forward contract purchases to consignors, and periodically buying cattle on speculation.
Owner Operator Jul 2000 to Jun 2005
Schetzsle Marketing Corp Veteran, AB
  • Began career as livestock marketer on July 1, 2000.
  • Sole (with the invaluable assistance from my father) owner/operator of livestock market, with consistently growing client base of 400-500 consignors, independent and contract buyers.
  • Managed team of 30-35 full and part-time employees , including all HR responsibilities.
  • Precise financial management of $2M in annual gross commissions, including annual forecasting of sales volumes and goals.
  • As employer and leader, identified and provided team members the opportunity for professional growth in the livestock industry.
  • Provided educated cattle assessment and advice to committed and potential consignors in times of volatile markets.
  • Embedded strong community values into company culture, supporting a variety of area initiatives including school hot lunch program, sports programs, community benefits and events.  Support provided through financial and in-kind commitments.
  • Complying weekly with RBC on a $3M margined revolving credit line.
Jan 2000 to Jul 2005
  • I sold the majority share of my company to a single partner, retaining a minority share, as well as position of manager.
  • Daily responsibilities were almost identical to the years.
General Labourer Oct 1997 to Jun 2000
Schetzsle Livestock Inc Veteran, AB
  • Appraised and sorted live feeder cattle for  buyers and sellers.
  • General yard and equipment maintenance responsibilities.
  • Responsible for concrete, welding, and general construction projects.
  • Conceived and executed several facility improvement initiatives.
Sales Representative Jul 1997 to Oct 1997
Enterprise Rent a Car Portland, OR
  • Addressing customer inquiries, solving problems and providing product information.
  • Investigated and resolved customer inquiries and complaints in a timely and empathetic manner.
  • Managed wide variety of customer service and administrative tasks to resolve customer issues quickly and efficiently.
Broker Assistant May 1997 to Jul 1997
Phillips & Co Portland, OR
  • Performed entry level duties in brokerage firm as well as gaining knowledge in brokerage operations.
  • Executed 75-100 cold calls per day, connecting successful calls with licensed brokers.
Education and Training
Canadian Securities Course 2001 Canadian Securities Institute
Bachelor of Science, Economics 1997 Portland State University Portland, OR Economics
Associate of Arts 1994 Blue Mountain Community College Pendleton, OR
Activities and Honors
Elected to MD Special Areas Advisory Council: 2017-present
President, Alberta Auction Markets Association: 2014-16
Vice-President, Alberta Auction Markets Association: 2012-2014
Board member, Livestock Identification Services: 2011-2016
Head Coach, competitive boys baseball team: 1,2008-present
Collegiate Baseball Player: BMCC 1, PSU 1
This resume is created in 7 minutes.

Qualified through university education, trade schools, certificate programs and practical experience, I am a self-motivated, self-disciplined person who works efficiently under pressure, making decisions with sound judgment and complete assignments within time limitations. I interact well with people from diverse backgrounds and at all levels of personnel and diverse clientele. I posess the initiative and ability to implement new procedures and phase out obsolete methods. I have excellent communication skills with the proven ability to explain and demonstrate theories and procedures to others.

  • MS Outlook, MS Office, MS Dynamics CRM 4.0, Quickbooks

$! Million Dollar Revenue Sales for the past 7 years in outside sales.

12/1997 - 06/2012
SERVICE BY AIR, INC Los Angeles, CA Business Development Manager
  • Generate, develop, service and retain Orange County customer base for domestic and international freight forwarding services.
  • Currently averaging $80-$100,000 of revenue monthly.
  • 1M Revenue Club,.multiple years including 2011.
05/1995 - 11/1997
UNIDIAL COMMUNICATIONS, INC Los Angeles, CA Agent Services Representative and Office Manager
  • As an Agent Services Representative, I was available to.
  • authorized agents" for sales, training, retention, administrative and computer technical support.
  • I provide product knowledge, handle advanced customer service issues, administer policies and procedures of the company, and assist in sales revenue and retention efforts with our "authorized agents".
  • As Office Manager of a Regional Sales Office, I was responsible for maintaining all office equipment, computers, laptops, ordering all office supplies and services, marketing materials and monthly inventory of same.
  • Additionally, I handle confidential employee files, accounts payable, benefit administration and manage the Office Administrator.
12/1991 - 06/1995
  • Hired as an Escrow Assistant, my responsibilities were to assist the Senior Escrow Officer in processing residential sale and refinance escrows from opening to closing.
08/1989 - 04/1991
  • Assisted the Senior Escrow Officer in the processing of residential sale and refinance escrows from opening to closing.
  • I was responsible for the majority of client contact as well as vendor coordination for these files.
  • I was responsible for the daily banking of two escrow trust accounts and reconciliation of the same.
  • I assisted the office manager in the bi-annual audits by the Department of Corporations.
03/1989 - 08/1989
ERA Realtors Los Angeles, CA Real Estate Broker Assistant
  • Assisted Broker of 27 agents to coordinate office procedures, office meetings, previews, open houses and weekly advertising.
12/1984 - 03/1989
RE/MAX REALTORS Newport Beach, CA Real Estate Assistant
  • Patrick Tenore and Ron Felsot) Assisted top producing Real Estate agents with daily occurrences from listings previews, open houses, client interaction, document preparation and Broker & Board of Realtor office requirements.
  • Patrick Tenore ventured out to his own independent office where I managed an office of 12 Real Estate agents.
  • I monitored listing, sale and escrow files from opening to closing.
  • Other responsibilities included coordinating weekly advertising, office meetings, appointments with clients, arranging previews and open houses, corporate bookkeeping, payroll, Department of Real Estate audits, employee relations (hiring and firing) and general office dealings.
University of Southern California Los Angeles, CA General Education, Journalism, Communications
Orange Coast College Costa Mesa, CA General Eduscation, Real Estate, Adaptive PE

Women in Trade

Additional Information
  • Transportation Safety Association Certified
  • Notary Public
  • Human Resources Certificate
  • PTA Financial Secretary
  • Girl Scouts of America Troop Leader and Service Unit Treasurer
  • Certified Adaptive Physical Education Aide
  • State Champion Spring Board Diving and Swimming
This resume is created in 7 minutes.
Career Focus
Innovative professional with progressive experience within the financial industry and the skills to drive business growth, capitalize on new revenue potential and assist all aspects of daily business operations. Expertise in customer service, sales, client relations and needs assessment, marketing, financial management, purchasing, administration, staff training, supervision, motivation and mentoring. Proactive leader with refined business acumen and exemplary people skills. Facilitate a team approach to achieve organizational objectives, increase productivity and enhance employee morale. Quick study, with an ability to easily grasp and put into application new ideas, concepts, methods and technologies. Enthusiastic, creative and self-motivated team player/builder. Exceptional leadership, organizational, oral/written communication, interpersonal, analytical, and problem resolution skills. Thrive in both independent and collaborative work environments. Proficient in the use of various computer programs and applications including Microsoft Word, Excel, PowerPoint and Internet applications. Proficient working with FHA and HUD rules and regulations.
Professional Experience
Loan Officer Assistant/Processor
January 2011 to January 2012
  • Liaison between all five G1HQ Loan Officers (each with a daily incoming pipeline of 15 to 30 files) and Member/Applicants.
  • Initiating first point of contact, establishing the base of a relationship to ensure personal and financial information was accurate and the structuring of the loan application met the need and desire of the Member/Applicant before contact was made with G1HQ Loan Officer Advised Member/Applicant to provide and followed up to collect required supporting documentation for Loan Officer Review and Underwriter decision for residential real estate loans.
  • Set up loan files and collect and review documents related to applicant's financial status, credit and property evaluation prior to submission to processor/underwriter for verification and recommendation.
  • Correspond with or interview customers and/or creditors to resolve questions regarding application information.
  • Request property appraisals, applicant credit reports and other information pertinent to customer's loan application.
  • Ordere.
HSS II / Loan Processor
January 2010 to January 2011
Adecco Staffing Services
  • Responsible for processing loans approved by an Underwriter or an automated decision system within designated signing authority limits.
  • Cleared conditions and issued changes to the terms on previously approved loans but not limited to verifying conditions of approval which may include customer income/assets documentation.
  • In addition resolved routine title issues including, but not limited to the following: vesting issues, child support liens, judgment liens, mechanic liens and undisclosed liens, and reconveyances; processed subordinations; resolved appraisal disputes; depending on channel, coordinated closing activities.
  • Maintained a high level of customer service by using proactive communication with customers, banking center associates, realtors, etc.
  • Focal point of communication with customer and sales force in the closing process of the loan.
Administrative / Broker Assistant
January 2004 to January 2009
Williams Home Loans
  • Responsible for interviewing, gathering and evaluating the financial portfolio of client/applicant for consideration of securing a mortgage loan.
  • Daily communication and contact with various parties such as nationwide lenders, Escrow Officers, Account Executives, Appraisers and applicants.
  • Provided superior level of administrative and marketing support, together with material composition and data entry.
  • Contributed to the organization, maintenance and confidentiality of client database.
  • Demonstrated exceptional leadership, organizational, oral/written communication, interpersonal, analytical and problem resolution skills.
Funding Specialist II
January 2000 to January 2004
Nehemiah Corporation of America
  • Assemble, review and process first time homebuyer applications.
  • Achieved top producer recognition on a consistent basis during term and processed and funded 96% of all files logged.
  • Prepared time sensitive approvals and verified funds for wire transfer.
  • Performed clerical duties and support to Industry Partners and composed letters for Quality Control (QC) purposes.
  • Created monthly reports to assist Manager with production capacity of associate funders.
Loan Processor/Title & Escrow Assistant/DOC Draw
January 1995 to January 2000
First Union / Money Store
  • Processed and reviewed all incoming applications for Home Improvement Financing.
  • Verified employment and ensured all dates and signatures were properly executed.
  • Entered all applicants' personal, bank, income, and job history into databases; exceeded expectations by entering daily 125 applicants (45 applications were required).
  • Ordered and reviewed credit reports, calculated income and debt.
  • Prepared file for underwriter review and final decision.
  • Corresponded with Account Executives, Contracts and Sales Team to increase and exceed efficiency goals.
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Professional Summary

Administrative assistant with over 18 years experience in both financial and office management dealing with high dollar client customer service and daily operations of financial planning firm.

Core Qualifications
  • Operation management 
  • Client-focused
  • File/records maintenance
  • Proficient computer skills
Managed office and operations for a multi million dollar financial group 
Customer services for 150 clients and over 250 accounts
Kept records in compliance with FINRA 
Execl, Microsoft Office, PowerPoint
Broker Assistant
May 2005 to April 2016
Fortress Financial Holbrook, NY 11741
Responsible for daily operations of multi million dollar financial planning firm with over 250 accounts. Client services including opening new accounts, transferring assets and maintaining accounts. Record and verify security transactions on all purchases and sales. Maintained reports on commissions and fees. Monitored multiple databases to keep track of all clients assets. Provided client support in all transactions regarding withdrawals and deposits.
Broker Assistant / Office Manager
November 1999 to May 2005
Spielberg, Dampf, Brill and Levine, LLC Melville, NY 11747 Responsible for daily operations of $150 million dollar assets management firm.  Duties include establishing new accounts.  Verifying and recording previous days transactions. Processing of daily and weekly holding reports. Processing, reviewing and printing of quarterly performance reports for 300 clients. This position required extensive client contact and contact with brokerage firms where accounts are held. Additional responsibilities included maintaining all functions of daily office operations including accounts payable and receivable.
Legal Assisant
September 1998 to October 1999
Bank, Tanen and Bank Garden City, NY Responsible for documents associated with pre and post closing on bank loans. Preparation of legal documents necessary for closing attorneys. Checking and reviewing legal documents affiliated with mortgage firms and banks to insure proper recording of information.
Accounting Clerk
September 1996 to September 1998
Cintas Corporation Central Islip, NY Responsible for accounts payable and receivable of $50 million dollar operation and handling over 2000 accounts. Establishing relationships with accounts, processing credit checks, initiating and following through on collection schedules and resolving customer complaints regarding billing and service issues.  Additional responsibilities included posting and deposit of checks. Preparing daily and weekly financial reports for supervisory meetings.  Accounts payable for office operational expenses.  
Molloy College Rockville Center, NY September 1981 - June 1983
High School Diploma : 1981 Smithtown High School East Smithtown, Ny