Who I've worked with
People I've worked with and a list of references
People I've worked with
References
Howard Lee
Chief Marketing Officer at Nations Lending
Relationship: Former Employer
Email: Available Upon Request
Mobile Phone: Available Upon Request
Mike Pilgrim
President at Pilgrim Mortgage
Relationship: Former Employer
Email: Available Upon Request
Mobile Phone: Available Upon Request
Anthony Mosley
Branch Manager and Business Development at Top Flite Financial, Inc.
Relationship: Former Employer
Email: Available Upon Request
Mobile Phone: Available Upon Request
Merrily Brown
Partner/Broker/Owner Chief Experience Officer at Mpire Financial
Relationship: Marketing Client
Email: Available Upon Request
Mobile Phone: Available Upon Request
Cassie Lynn Messer
Team Lead, Top Producing Realtor at JPAR Real Estate
Relationship: Marketing Client
Email: Available Upon Request
Mobile Phone: Available Upon Request
Vince Mazzarese
Branch Manager
Relationship: Marketing Client
Email: Available Upon Request
Mobile Phone: Available Upon Request
Cameron Stutzman
High Performance Coach at Gaslit Academy
Relationship: Coaching Client
Email: Available Upon Request
Mobile Phone: Available Upon Request
Wayne Salmans
Chief Executive Officer at Hero Nation Coaching
Relationship: Coaching Client
Email: Available Upon Request
Mobile Phone: Available Upon Request
Thomas Frank
Principal Owner at New Capital Finance
Relationship: Coaching Client
Email: Available Upon Request
Mobile Phone: Available Upon Request
Tom Webb
Digital Account Executive at Hibu
Relationship: Coaching Client
Email: Available Upon Request
Mobile Phone: Available Upon Request
Jennifer Miller
Branch Manager at Geneva Financial
Relationship: Colleague
Email: Available Upon Request
Mobile Phone: Available Upon Request
Brenda McClain
Chief Executive Officer at The Happy Texan
Relationship: Marketing Client
Email: Available Upon Request
Mobile Phone: Available Upon Request
Details and Specifications
Technology I Have Worked With
ChatGPT 4o, Hubspot, EasyWebinar, Asana, Slack, Encompass, LendingQB (MeridianLink), Floify, SimpleNexus, PreApp 1003, MMI, leadPops, ListReports, Listing Booster, kvCore, Real Geeks, BoomTown, Follow Up Boss, Salesforce, Pardot, Jungo, BNTouch, Facebook and Instagram (Meta) Ads Manager, Go High Level, Pipedrive, LionDesk, Prospect Messenger, Photoshop, Acrobat, Canva, Zapier, Office, Excel (Pivot Tables/VLOOKUP), Power Point, Outlook, Teams, Zoom, Keywords Everywhere, TubeBuddy, vidIQ, Headline Studio, ShotCut, InShot, CapCut, Gmail, Meet, Drive, Sheets, Docs, Slides, Forms, Classroom, Teachable, Twilio, and SendGrid
How I would describe myself professionally
Results-driven, strategic thinker, effective leader, skilled communicator, innovative, proactive problem-solver, persuasive, team-oriented, collaborative, adaptable, client-focused, ethical, organized, detail-oriented, disciplined, hard-working, over-achieving, competitive, creative, analytical, data-driven, goal-oriented, sales quota achiever, professional acumen, relationship-builder, reliable, resilient, culturally aware, self-motivated, accountable, resourceful, inquisitive, time-efficient, confident, open-minded, motivational, excellent listener, forward-thinking, financially literate, risk-aware, negotiation-savvy, tech-savvy, values customer service, sense of humor, visionary, and constantly looking for ways to grow and improve through experience and professional development.
Social Media Platforms I Leverage Daily
Linkedin, Zoom Info, Facebook, Facebook Groups, Facebook Pages, Facebook Marketplace, Facebook Stories, Facebook Featured Stories, Threads, TikTok, SnapChat, Instagram Reels, Instagram Stories, Instagram Featured Stories, Facebook Reels, YouTube, YouTube Shorts, Twitch, Pinterest, Facebook Messenger, Instagram Messenger, TikTok Messenger, Linkedin Messenger, WhatsApp, GroupMe, Telegram, Tumblr
Sales and Leadership Skills I Have Experience With
FinTech Sales, Event Promotions, SaaS Sales, Software Sales, Digital Services Sales, Financial Sales, Mortgage Sales, Life Insurance Sales, B2B Sales, Key Account Management, Strategic Account Management, Regional or Territory Account Management, Vertical Market Account Management, Transactional Account Management, Customer Success Management, Channel Partner Management, Cold Calling, Prospecting, Direct Sales, Phone Sales, Appointment Setting, Business Development, Internet Sales, Public Speaking, Presentations, Proposal Writing, Team Leadership, Team Building, Recruiting, Interviewing, Hiring, Firing, Training and Development, Strategic Planning, Operations Management, Big Ticket Retail Sales, Consultative Selling, Contract Negotiation, Price Negotiation, Up-selling Techniques, Territory Sales Management, Channel Expansion, Relationship Building, Client Retention, Public Relations, Brand Awareness and Development
Let's Talk
I actually created this marketing portfolio at the request of an interviewer who is considering my application. Obviously I want the job which is why I threw this together over the weekend.
However, that's not stopping me from accepting other job offers or possible freelance work if you're needing my type of expertise/experience. I would be glad to speak to anybody who wants to work with me. Either way, I am honored you reviewed my marketing portfolio.
Please call, text, email, or fill out this form and I'll follow up as soon as I can.
Thanks again!
(832) 606-2193
Dallas, Texas
Monday - Friday, 8:00 am - 5:00 pm
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If you made it here - congratulations. I had no idea people go this far down when skimming websites (maybe marketing portfolios are different.) Anyway - if you did reach this far please let me know so we can have a laugh about it and maybe I'll buy you your favorite non-alcoholic drink as a reward.
Either way thanks for reviewing my marketing portfolio - don't forget to make me a job offer. =)
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