Mortgage Planning Advisor
First Priority Financial
August 2005 - present
With a strong background in finance and accounting, I chose real estate finance as my next career in August of 2005. The best part of being a mortgage planning advisor is offering clients a unique experience. One that focuses on educating buyers about the process, providing financial options and offering advice. The result in a successful transaction that is memorable for all the right reasons!
TCBY Yogurt Franchise - Sacramento, CA
October 1989 - November 2002
Established the first TCBY store in Sacramento. Owned and successfully operated for 13 years and then sold.
National Credit Manager
Whitmire Distribution - Folsom, CA
April 1985 - September 1989
Managed a $55 million accounts receivable portfolio for the third largest wholesale pharmaceutical distribution company in the country. Responsible for establishing policies and procedures for 44 distribution centers and 4 regional offices.
Corporate Credit Manager
Synergex Corporation - Fresno, CA
June 1973 - February 1985
Spent 13 years at the Corporate offices for this privately held whosesale pharmaceutical distribution company. Held various accounting and financial positions. Created and managed the company's corporate credit department. Also involved with several business acquisitions, divestitures and a public offering.