Experience Summary
PROFILE
Business consultant accustomed to total day-to-day responsibilities. Proven ability to identify, detail and resolve control weaknesses, develop effective policies and procedures, manage people, satisfy customers and generate profit. Leadership characterized by integrity, ability to motivate, goal achievement and a passion to succeed.
PROFESSIONAL PROFILE
? 15+ years negotiating history with C-level executives at private and public corporations
? Negotiated $50MM+ debt/equity financing terms for diversified client base
? Comprehensive sales and marketing experience throughout a diversified industry base: examples include Entertainment and Major Sport Leagues such as NASCAR and the NCAA, Healthcare, Aviation and Energy
? Relationship Manager responsibilities include enhancing client business models and financial projections, providing sound decision making, improving loan options and increasing profit margins.
? Gained media exposure for clients through National and local media outlets, Industry publications and newsletters, brokerage firm recommendations and various financial websites
? Previous FINRA Series 7 Licensee
? Broad knowledge of Securities Markets and Regulation of the Markets, Commercial and Consumer Products and overall Management of Security Industry Accounts
? Proficient in Microsoft Office, PowerPoint, Access and Excel
EDUCATION
? Belmont Abbey College, Belmont, North Carolina
? Bachelor of Arts in Business Management, Cum Laude
? Minor coursework: Economics
? Delta Epsilon Sigma, National Scholastic Honor Society
COMMUNITY OUTREACH
? 2006 – 2008 Coordinator for the Charlotte, NC Chapter of St. Baldrick’s, a foundation that has raised over $111 million for children’s cancer research
? Sponsor of the Morrison Family YMCA at Ballantyne, NC
? Founding Partner of Mountain Island Lacrosse Club
? Interests include Sports, Culinary Arts, Music, Theatre and Reading
EMPLOYMENT HISTORY
? Managing Member, Rockmere & Associates, LLP 1998-Present
? Consultant, Debtdomain.com 2008-Present
? Consultant, DGN Technologies 2010-Present
? Wealth Advisor, Prime Financial Services/Florida Tax Advisory, LLC 2007 – 2009