2000–2010 career foundation
Real estate & business ownership
My ten years in real estate and mortgage-related fields included owning and operating Helios Financial Center: a real estate agency, mortgage business, and appraisal business under one corporate umbrella. I brought together sales, lending, appraisals, recruiting, training, budgets, and day-to-day administration—learning to manage an entire business, not just one function.
Joseph Scott Financial · CitiFinancial
Record-setting financial sales
At Joseph Scott Financial, I repeatedly broke monthly, quarterly, and yearly branch sales records and became the leading producer for 2005. My earlier resume records $180,000 in fees in May 2005 and $624,000 for the year. At CitiFinancial, I broke branch sales records twice within six months. That experience shaped my approach to prospecting, client relationships, and measurable revenue growth.
Merrill Lynch · Wells Fargo
Lending, finance & client trust
I began my professional career at Merrill Lynch, supporting regional leadership and developing a foundation in credit products. My lending experience spans residential, commercial, FHA, equity, and reverse mortgages, including evaluating financial statements and credit risk. At Wells Fargo, I led the region in applications in June 2009 and production by units in September 2009, while coaching colleagues on systems and sales techniques.
Joseph Scott Financial · Happy Foods of SWFL
Business development & coaching
I trained mortgage originators on systems, lending programs, and prospecting, helping Joseph Scott Financial grow from one office to four. At Happy Foods of SWFL in 2012, I developed wholesale produce relationships with chefs and hospitality customers and increased district sales by 50% in the first month. Across these fields, I learned to build teams, earn repeat business, and connect daily execution to profitability.