St. Louis, MO
2 years
2/4/2025
Profile
A results-driven financial analyst and sales professional with expertise in New Market Tax Credit (NMTC) financing. Successfully originated over $415 million in NMTC projects and secured $240 million in allocations within the last 12 months. Skilled in sales, deal origination, and strategic outreach to businesses unfamiliar with NMTC financing. Experienced in building relationships with executives and economic development agencies to drive project success. Adept at structuring financial solutions that support business expansion and community investment. Proven ability to develop targeted marketing materials to attract investors and funding partners. Strong background in underwriting, financial analysis, and data collection for operating businesses and real estate developments. Experienced in managing NMTC closing processes from initial contact to final execution.
Why Hire This Candidate (In Their Own Words): A company should hire me because I bring a strong combination of financial expertise, sales acumen, and strategic outreach. My ability to build relationships with executives, economic development agencies, and investors has led to successful deal closings With a results-driven approach, I navigate complex financial processes while expanding business pipelines. My adaptability, leadership, and proven track record make me a valuable asset to any organization.
Strengths: I excel in building strong relationships, identifying opportunities, and driving sales growth. My ability to connect with key decision-makers allows me to open new business channels and create lasting partnership through a results-driven mindset.
Career Highlight 1: I successfully originated and secured over $240 million in financing allocations within a year, driving record-breaking company revenue. By implementing a targeted sales strategy, I engaged key decision-makers and expanded the client base. My ability to build strong relationships with executives and economic development agencies played a crucial role in securing funding. I identified high-potential projects, structured compelling financial solutions, and guided clients through closings
Career Highlight 2: Through these abilities, I have brought in over 15 new clients across 12+ states, expanding a book of business that previously held fewer than 30 clients in under four states.
Hobbies & Personal Interests: I enjoy playing basketball, golf, pickleball, and disc golf, as well as watching sports. I stay active with bodybuilding and CrossFit-style workouts. I also love weekend road trips to Chicago, Nashville, and Indianapolis for concerts.
Credentials: Bachelors of Science in Business Administration with a specialization in Finance from Southern Illinois University of Edwardsville (SIUE).
Industry Experience: Banking, Business Services, Construction/Engineering, Financial Services, Non-Profit, Real Estate
Company Fit: I currently work at a small company but have experience in medium and large organizations.
Management Experience: I don’t have formal management experience in my professional career, but I developed leadership skills as a high school team captain, quarterback, and point guard, where I led and motivated teammates in competitive environments.
Systems Experience: N/A
Open To: Hybrid, In-office
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