Jarrod Serrato

WORK HISTORY

EDUCATION

SKILLS

ABOUT JARROD SERRATO

I’m a MBA Finance and management professional with over 20 years of successful experience bringing new customers, managing revenue streams, and maintaining solid account relationships. Focused on continuous improvement of sales numbers through strategic management of teams and monitoring market trends. Skillfully build connections and remove roadblocks by leveraging experience and expertise. Equipped to revitalize sales, operations, and align procedures to maximize profits and client acquisition while improving sales procedures to streamline and strengthen processes.I have established and developed a high-end finance brokerage based specifically on forming, developing, and retaining client relationships. Leader of all origination activity and developed an elite, top tier, team where all agents average over $6 million in volume per month and growing- Researched and completed industry and market study to formulate and establish a production and operational strategy; directly responsible for executing and maintaining that operational strategy- Established and developed high end brokerage based specifically on forming, developing, and retaining client relationships.• More than 28 years of progressive skill set responsibility with executive management, metrics, business development, and finance in fields of Corporate Finance, Real Estate, Portfolio Equity Management, Associate, now VP Finance, area manager finance and business development, in Real Estate, Small Business, Retail and Commercial Lending, and portfolios.• Business analytics, marketing and finance strategies brought to executives and team members.• Increased ROE’s 115-400%, reduced capex, and debt schedules 50%.• EVA, ROI, IRR and financial metrics analysis of possible finance or loan targets • Coordinated and prepared annual opex, utility and capex budgets, reduced opex 3-5%.• Tracked capital budget/forecast and depreciation expenses.• Performed Financial Analysis on assets an revenue based commercial finance projects.• Created Financial Models to evaluate potential investments. Models include but not limited to, project level performance, supply chain, and structured finance.• Resolved issues between business area managers/controllers/regional contacts and managed teams up to ten.• Financial Analysis Software• Restructuring Analysis• Budgeting & Forecasting• Excel Financial Analyzer• Microsoft Office Suite