Pwhitley Resume w-cover 2015

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Paul Whitley
214-477-6039 ~ ~ ~ LinkedIn ~ Online Profile
PROFESSIONAL EXPERIENCE
PJW Financial LLC January 2009 - Present
Fractional CFO / COO / Business Development Consultant, engaged to develop lending packages, source
funding, mergers / acquisitions and create new business verticals.
• Secured interest and LOI’s from Crestline Investors, Macquarie Group Limited, Viewpoint Bank, Patriot Capital, Javelin
Capital, Hudson Cove and U.S. Capital Partners that have offered $30M funding options for a Public Company in the
Payment Industry.
• Created and implemented sales and CRM systems for a Home Services Company that led to a revenue increase from
$32M in 2009 to $50M in first 12 months; profit increased from $770k to $4 in the first year alone.
• Designed IT software systems to generate cost savings and improve customer CRM, matching of internal employee
sales skills to external customer needs. The system provided provide shared services to support sales scripts and
closing ratios to increase sales by 38% in the first year with same level of inbound calls and reduced support payrolls
by 22%.
• Launched aggressive lean management and product sourcing strategies that lowered related costs by 55%.
• Audited existing portfolios and identified where unusual non-contractual activity was usurping profits.
SURGE CAPITAL – Hedge Fund – Liquidated 2008 May 2006 – December 2008
SVP, Business Development / Underwriting / Portfolio Management
• Promoted from VP BD to SVP managing portfolio manager, audit staff and business development.
• Launched marketing program that resulted in $485M in credit lines and $237M in new funds employed.
• Secured $100M deal with Kennedy funding; negotiated complex revenue sharing agreement, structured funding
process for offshore funding arrangements and established risk management controls.
• Structured transactions to achieve an unlevered 23% ROI for account lines of credit.
CENTRIX FINANCIAL LLC, - Hedge Fund – Liquidated 2006 May 2005 to May 2006
Vice President – Institutional Sales
• Sourced $100MM+ revolving lines of credit with two banks and two life insurance companies, subject to the rating
agency and Monoline approval, for securitization strategies;
• Coordinated Risk Management and Treasury functions for risk modeling and cash flow requirements for revolving lines
of credit and Securitization needs.
CAPITALSOURCE FINANCE, LLC – Migrated into a REIT 2005 eliminating new business May 2001 – May 2005
Business Development Officer
• Recruited by CEO to develop a new division in Rediscount Lending for sourcing, Credit Risk, Audit Procedures and
Risk Mitigation for niche markets in the ABL.
• Produced $711 million in credit lines and $524 million in volume for the four years ending May 2005. The new
business production averaged 30% ROI in operating profit.
• Built a winning team of Underwriters, a VP of Capital Analytics and a VP of Portfolio Management.
• Created the business plan that was used to start the Rediscount line of business with CapitalSource.
• Wrote 2 whitepapers on vertical lines of business to engage after employment.
FINOVA CAPITAL CORPORATION –Liquidated 2001 April 1996 – March 2001
AVP Business Development Manager
• Chairman’s Club Member producing $395MM in credit lines, $128MM in funding, organic growth of earning accounts
grew to $1.2B.
• Created, worked with database of 38,000 companies to source new business in the US for the division.
• Accomplished lead generation in excess of 400 inbound contacts monthly to support the division growth.
TECHNOLOGY SKILLS
NetSuite, Vertical Solutions, Microsoft Dynamics CRM, Cloud Based products for ERP, POS, Data Room and Real Time
Resource Management, GE Retail Systems, all Microsoft Office Products – Word, Excel, PowerPoint, , Access,
Publisher, Web Expressions, Adobe Graphics and Multimedia Products, Goldmine – System Administrator, SalesLogix
Client - System Administrator – Architect Crystal Report Writer, FoxPro, HTML