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Degrees
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Bachelors of Science Degree, University of Oregon, Accounting & Quantitative Methods
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My Expert Service
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I’ve put together consumer loans, mortgage loans, retail installment contracts, personal notes and am quite familiar with terms, conditions and elements of credit contracts from issuance to default to bankruptcy. I’ve reviewed credit reports and eliminated errors on them and I’ve put together pro-forma financials, balance sheets and income statements and have reviewed same. I can explain the criteria of the credit granting process or advise you on credit negotiations or strategies. In short, I help you get what you want when you want it.
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Experience & Qualifications
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Experience:
Institute of Management Accountants, (1984 to 2009)
Eugene/Springfield Oregon Chapter
Past Chapter President and Officer - Regional Officer - National Service - 25 Year Member
"Award Winning" leadership and team building of roughly 140 Chapter Members (1990) for this International Accounting and Financial Professional educational Organization utilizing the following skills: Ability to interact effectively with all levels of stakeholders; analyze and solve problems in educational setting; apply active listening techniques, cultural and ethnic diversity sensitivity, motivational techniques, teaching techniques; assess educational potential and need; conduct board meeting; coordinate member continuing education program; create group training plans and schedules; evaluate educational outcomes; facilitate meetings; maintain group discipline; manage human resources; organize educational events; one on one training to members; orientation to new members; resolve conflicts; use multimedia technology in educational setting; use principles of group dynamics; work as a member of a team to coordinate and complete work requirements.
Real Time Corporation, Eugene, OR (Nov 1986 to Present)
President/Chief Executive Officer
I am Founder of this entity engaged in multiple areas of contracting activity, multimedia production and International Business marketing services; responsible for all areas of functional activity. Skills utilized include: Analyze and evaluate economic data, social data, financial data and budgets; develop and maintain administrative services and procedures, budgets, marketing strategy; establish employee policies and standards; evaluate advertising promotions; interpret social and economic trends; interact with political systems; make presentations; negotiate business contracts, employment agreements; perform compliance analysis, general or advanced financial analysis; strategic and tactical planning; plan and direct fiscal activity; resolve conflicts; understand, use, and communicate technical information; use interview and negotiation techniques; write project or bid proposals, sales, political or informational speeches.
Ellis Financial Group, Eugene, OR (Apr 1992 to Dec 2000)
Owner
Dynamo Sales evangelist and owner of this successful five state insurance and financial services Agency with delivery to high net worth individuals and business owners: Responsible for all areas of functional activity. Performed the following duties: Administered financial plans, contracts and policies; advised clients; analyzed investment opportunities or strategies; computed equity, taxes; conducted estate and tax planning, investigations and research; evaluated degree of financial risk; interpreted economic trends, contract, property and insurance laws, tax codes and regulations; performed advanced financial analysis; prepared financial reports, tax reports, tax returns; provided consulting services, customer service; sold financial services.
Prudential Insurance, Eugene, OR (Oct 1987 to Mar 1992)
Special Agent, Associate Pension Specialist
Parker, Eugene, OR (Oct 1986 to Sep 1987)
Cost Analyst
Norwest Financial Systems, Eugene, OR (Jun 1984 to Sep 1986)
Credit Manager, Loan Officer, Assistant Manager
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Available Modes Of Communication
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email/chat
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Most Recent Client Reviews (Read all 3 reviews) |
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 by jhontexas on Jun 25 2009
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Thanks for all the help. really appreciate it.
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by jhontexas on Jun 18 2009
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Great advice will use again for more information. thanks again
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by Ken on Apr 19 2009
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Gave me good advice on an insurance question. I would contact him again for more advice.
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(Read all 3 reviews)
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Contact
ValuSpot
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