Our Mission:
"Making Your Business More Valuable to You"
Linda M. Heath
Richmond
Career Snapshot: Linda's ability
- to ask insightful/thought-provoking questions that opened new possibilities
- to deliver productive/unusual recommendations that got clients what they needed
- to develop creative/competitive ideas that gave her clients an advantage
- to get parties with differing agendas to play nicely in the sandbox
has resulted in major contracts, repeat satisfied clients and viable businesses through the years.
Drawing on that experience, Linda brings a seasoned perspective to the following issues:
- What are the fundamentals of your industry?
- How does your business make money?
- What could go wrong?
- How can we help?
Everyone in our organization is expected to add their unique knowledge to your situation and carry it out with the same value system. A colleague once pointed out that her ability to join organizations, leave them and get invited to return indicated a "great ability to leave without ticking anybody off." We hope this gives you the comfort knowing that we are committed to giving you your independence. We want to transfer our skills, knowledge and understanding into your business and enable you to operate without us when it serves your best interest. (Think of us a investors who inject intellectual capital - financial intelligence - into your business)
· Underwriter/Risk Advisor; Public and Private companies with revenues $5-200 million
· SBA Underwriter: Business start-ups, expansions, 504 Real Estate transactions
· Commercial Relationship Manager/Loan Production: Business Banking and Middle Market
· Proposed innovative loan structures to close deals
· Corporate Training: Acquired, customized, trained trainers and delivered Retail sales training, Delivered Change Management training.
· Developed multi-million book of business: Major NY bank, mid-Atlantic loan production office
· Developed first Best Practices sales training program: Major regional bank - Equity Finance Division; Referrals to loan production offices increased average of 20% across 14 offices.
· Developed innovative mortgage marketing collateral materials; Cross-sells increased 10% in first year
· Delivered custom sales training: Community Bank clients; referred by former regional bank employer
· Founded, built and sold: Tech-Site Inc. a design/build Class A general and electrical construction firm specializing in data-centers. Built a three-state market. Led complex interdisciplinary project teams to complete projects on time and on budget. Last project worth $5 million over 18 months for major national bank.
· Brought retail quick turn-around sign franchise to local market, award as fastest-growing new store in year 1
· Inpendent contractor for both sales training and financial/credit analysis to community banks.
· Virginia Young Bankers Association
· AIB – Negotiable Instruments Course
· Diamonds in the Rough – Sales Training
· Arbonne/Nikken Regional Sales Meetings
· Now You’re the Lender, Role Play Game for Students in Now You’re the Banker, Rainmaker Press
· Diamonds in the Rough, Sales Training for Community Bankers
· Negotiable Instruments and the Payment Mechanism, American Bankers’ Association Review Team Member
B.A. Economics,
Post Graduate: Project Management, Accounting and Finance,
Commercial Lending, Business Law,
Negotiable Instruments and the Payment Mechanism
B.T.D.T Real world experience - "Been There - Done That"