Quantified Financial Solutions, LLC | Lancaster, PA

Title: Founder / Chief Executive Officer
  • Branded as Quvits.com
  • Developed Financial Aid Expected Family Contribution data analytics
  • Filed Patent for Financial Aid Expected Family Contribution reduction calculator software
  • Developed proprietary Big data consolidation
  • Developed Big data analytic SaaS solution for Mobile Apps

Collegiate Advisors, LLC | Lancaster, PA

Title: Founder / Chief Executive Officer
  • Manage a national base of accountants, financial planners, college consultants and school districts
  • Developed and taught online synchronous learning curriculum training courses for college financial planners from:
    • Ameriprise
    • Hd Vest
    • LPL Financial
    • National Institute of Certified College Planners
  • Developed UI and algorithm structure and analysis for SaaS Solution
  • Developed SaaS solutions for Financial Planners and others desiring to enter the College Coaching Industry including FINRA reviewed financial presentations for consumer usage
  • Developed and delivered proprietary FINRA reviewed financial presentations for parents of college bound students
  • Developed and managed successful telemarketing campaigns for college planners, insurance entities and wealth management firms

MRU Holdings, Inc. | Manhattan, NY

Title: Managing Director, Internal Operations and Specialty Sales, reported to the Chairman of the Board
Result: From OTC to NASDAQ Small Cap. Stock price increase of 93%, ($2.92 to $5.63)
  • Team leader responsible for building internal operations, including the call center and loan operations policies, procedures and work flows;
  • Instrumental in developing program manual to be used for securitization;
  • Advised as to underwriting criteria;
  • Established each and every lender partner relationship;
  • Built the wholesale (B2B), distribution channels;
  • Advised as to how best develop the school distribution channel, including the FAO channel as well as the school as wholesaler, and school as lender channel;
  • Developed, through a third party, and managed public relations and interviews, including the Chairman’s, Wall Street Journal, Financial Times, Business Week, Dow Jones, etc;
  • Managed sales and marketing staff remotely located.

Campus Door, Inc. | Carlisle, PA

Title: Senior Vice President
Result: Sold to Lehman Brothers, NY, NY
  • Central Pennsylvania Business of the Year – Central PA Business Journal
  • Full responsibility for building all aspects of the business excepting out the CFO channel 
  • Directly responsible for the data analytics for stress testing the loan data pool
  • Developed curriculum for and taught incoming client companies on policies, procedures and pathways to success
  • Profit and Loss responsibility with intra and inter channel segments
  • Built and directed the sales, marketing, call center and internal operations staff, including relationships with
    • Credit Unions
    • Human Resource Departments
    • Banks, local, regional, and national
    • Student Loan Lenders
  • Developed models to successfully build relationships with colleges and universities

Lancorp Mortgage Services, Inc. | Lancaster, PA

Title: Founder / Chief Executive Officer
Result: Liquidated the company as two divisions, wholesale and retail
  • Developed the data analytics behind new loan programs and adjusting as needed
  • Utilized state of the art technology to allow for workflow efficiencies unmatched in the industry
  • Established and average ROI of just under 20%
  • Started as a 2 person mortgage brokerage in 1988, in June of 1999 had over 100 employees in 8 states, while managing state licensing requirements in over 26 states
  • Developed the Wholesale lending division in 1994, including curriculum development and training –(B2B sales)
  • Managed over lines of credit exceeding $80M
  • Developed and maintained retail and wholesale sales and presentation offices throughout the country
  • Developed construction lending department, including curriculum development and training in 1988
  • Developed the manufactured construction division including curriculum development and training in 1990

Willow Abstract Inc. | Willow Street, PA

Title: Chief Executive Officer
Result: Sold to a consortium of Real Estate Brokers
  • Grew the company from $9.2 million in sales in 1988 to over $110 million in sales in 1993;
  • Returned (average) 23.9% of gross income to shareholders;
  • Full scale title agency;
  • Sold the company in March of 1994 to concentrate full time on Lancorp Mortgage Services.