Travelers Financial Group

Provide expert guidance on financing solutions for auto, RV, and marine products, analyzing market trends, assessing product offerings, and exploring alternative sales and marketing strategies through joint ventures and strategic partnerships. Collaborate with cross-functional teams to enhance product portfolios and align offerings with customer demands. Serve as a subject matter expert on the auto finance industry, covering loans, aftermarket products, and program partnerships.
•	Lead business development efforts in the collector, classic, and luxury car markets.
•	Conduct comprehensive market research and competitive analysis to identify emerging trends, customer needs, and untapped opportunities for market expansion and program creation.
•	Drive business growth by building and negotiating enterprise-level partnerships with C-suite executives, auctions, and online marketplaces.
•	Evaluate and recommend technology improvements to optimize operations.
•	Manage product development efforts, collaborating with teams to refine existing products and support the launch of new solutions.
•	Ensure full compliance of all products with relevant laws and regulations.

Business Development & Program Consultant - Auto, RV, and Marine Financing

NextGear Capital

Directly developed multiple mutually reinforcing initiatives, programs, and strategic partnerships to meet overall corporate objectives, including working with outside companies and internal partners to coordinate interdependent project plans.
•	Grew the portfolio of offerings to dealer customers by proactively identifying new / additional business development opportunities with organizations.
•	Scaled client businesses by developing, negotiating, and managing new enterprise-level partnerships with financial institutions and digital service providers.
•	Worked cross-functionally with legal, product and engineering, marketing, and operations, by soliciting input and driving alignment on agreement / contract terms and execution of partnership.
•	Led large-scale programs / projects through requirements gathering, scope and scheduling development, resource planning, and implementation to ensure completion.
•	Engaged the program team in developing solutions to critical and highly complex problems with cross-department considerations, creating the support structure needed to make products and program functional.
•	Developed and delivered project deliverables while communicating a clear vision of objectives, guaranteeing compliance with approved methodology.

Senior Lead Program Manager, Strategic Partnerships

Delivered all aspects of account management, sales, and risk mitigation to contracted key dealerships throughout MO, focusing on providing dealership consulting services to improve sales performance, marketing strategy, floor plan financing, and inventory management. Reviewed client performance data to assess risk and growth opportunities while evaluating performance metrics and adjusting client credit terms to optimize risk-adjusted returns.
•	Elevated client performance by tracking client utilization and leveraging risk data. Collected and analyzed dealer financials, identifying risk and organic growth opportunities.
•	Optimized customer experience and engagement, driving sales of ancillary products and services. Conducted loss mitigation activities such as inventory and financial statement audits.
•	Maximized recoveries by managing customer defaults.
•	Chosen for Cox Automotive Future Leaders Program, supporting professional development.

Portfolio Manager

Prestio.com

Spearheaded redesign of new Fintech product and provided design guidance for new e-commerce product, including establishing processes for the B2B sales department, and delivering expertise in due diligence and portfolio review. Acted as product manager and SME for new product, including oversight of business requirements, workflow, compliance, and strategic direction.
•	Built and managed all aspects of B2B sales organization, establishing CRM system, reviewing all marketing materials, and training sales staff in presenting product to dealer clients.
 •	Completed the due diligence on acquiring Pave.com and advised the CEO on negotiations, preventing the company from making major purchasing mistake.
•	Created and implemented strategies to acquire or enhance client retention through competitive market analysis and delivery of value-based contracts, pricing models, and affiliate relationships.
•	Wrote the operational due diligence documentation on finance companies considered for acquisition, facilitating executive decision-making.
•	Delivered guidance on system design for an e-commerce product, building / managing business requirements, workflows, compliance, and user stories.

Product/Business Development Consultant

Sierra Auto Finance (Master)

Appointed to spearhead conceptualization, design, and launch of a new e-commerce project while acting as Vice President of Product and marketing manager for DriverUp.com. Directed all aspects of national accounts, established training and marketing procedures for sales representatives, managed market testing, and evaluated performance figures in various markets.
•	Fostered profitable key relationships with dealer groups, developing a clear understanding of objectives and business models, including sales culture and management structure.
•	Built, launched, and managed all aspects of the National Accounts Program for Sierra Auto Finance, developing reporting for all dealerships and establishing relationships with national dealer groups.
•	Led complete product redesign for DriverUp.com as Vice President of Product, including facilitating sales team training, and launching the new version in 6 months after an 18-month delay.
•	Oversaw sales and business development process, adding 30K cars on site in 60 days.

Vice President, National Accounts/Business Development & Product , DriverUp.com

Delivered management and strategic direction to the sales team and operational elements related to planned growth into new territories while guiding and directing sales and marketing activities in territories throughout MO, KS, IL, OK, TX, NM, CO, AZ, CA, and WA.
•	Directed development of strategic and tactical plans, achieving sales / marketing objectives while leading company positioning and creative development process to help drive profit.
•	Led pipelines, forecasts, and deals, ensuring above-quota results based on pipeline management. Formulated sales strategies that maximized sales efforts.
•	Oversaw sales tracking, reporting, and management of the sales organization’s results and associated expenses, contributing to growth and profitability goals.
•	Enhanced performance by analyzing sales territory performance to identify weaknesses, uncover opportunities for improvement, and devise action plans.
•	Managed sales and business development activities, including acquisition and penetration of new clients, meeting overall business plan objectives.

Vice President of Sales, Western Region

Americredit

Served as a market leader and primary point of contact in the development of invaluable relationships with dealer partners, while identifying the ongoing needs of customers, analyzing competitive data, and managing the creation and launch of market strategies focused on soliciting and acquiring commercial customer relationships. Negotiated and secured financing agreements with dealership management.
•	Compiled lists of prospective dealerships and scheduled visits to stimulate interest in auto finance programs.
•	Oversaw the planning and preparation of sales calls to automotive dealerships to ensure productive and purposeful meetings with the goal of securing the account. 
•	Partnered with credit analyst/sales support in all aspects of ongoing account management, while utilizing a consultative sales process for developing dealership partners.
•	Delivered onsite dealership training and consulting for automotive lease products, while marketing ancillary products for both retail and lease transactions.
•	Facilitated the training and guidance of dealership sales staff development.
•	Analyzed dealership portfolios to uncover opportunities for improving performance, while working closely with manufacturing representatives to improve dealership sales and profitability.
•	Presented the “AmeriCredit Clifton Morris Award”, 2007.
•	Substantially increased dealer penetration by 50% in three months for the automotive finance office.
•	Increased loan volume in a territory from 30% of total branch volume to 75% in three months.

Dealer Relationship Manager

Fireside Bank

Led cross-functional teams in the development and execution on all aspects of complex integrated marketing campaigns, with a focus on presenting auto finance products to franchised and independent dealerships.  Managed all areas of strategy development, creative development, proofreading, and internal communication development.  Partnered in the development of plans to achieve marketing goals; identifying market opportunities, competitive positioning, and marketing enhancements.
•	Led and consulted on ongoing marketing development, planning and testing to improve the effectiveness and efficiency of marketing efforts and refinement of processes.
•	Worked with the brand and advertising team to ensure the Fireside promise was reflected in all marketing and customer related materials and communications.
•	Identified opportunities to leverage all channels when developing and executing marketing initiatives; analyzed dealership portfolios to uncover opportunities for improving performance.
•	Partnered with staff to gain key consumer insights to inform future marketing programs.
•	Drove and manage the negotiation of complex financing agreements with dealership management; conducted the underwriting of automobile financing products.

Marketing Manager

Solutions-focused business development, sales, lending, and financial technology leader with expertise in spearheading large-scale business development, sales operations, market development, channel marketing, national account management, and team building / management in the automotive lending and Fintech industries. Proficient in leading high-impact business, sales, and marketing strategies focused on enhancing competitiveness, spearheading market growth, increasing revenue, and achieving established targets / KPIs. Adept at building and directing high-performance teams, business processes, and complex negotiations while managing programs, performance, and operations.
•	B2B Sales Operations
•	Product Design/Development
•	Project Management
•	Financial Technology
•	Consultative Sales Strategy
•	Strategic Partnerships
•	Training & Development
•	Revenue & Profit Growth
•	New Business Development
•	Program Management
•	Natl. Account Management
•	Team Building/Management

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