Jim Godfrey - Territory Manager/ Financial Advisor, Jimmyhodge Enterprises

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Network Power<100 people

Roles

🔥100%

Startup Founder

💸50%

Marketing

✔️50%

IT

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Work Background

JimmyHodge EnterprisesTerritory Sales Manager

Apr. 2017Johnson City-Kingsport-Bristol Area1099 Consultative Sales for 3 companies: Mooney's Home Health Medical Device Specialty Right Coast Medical

Zimmer BiometSales Manager - CMF and Thoracic; Knoxville & Tri-Cities, TN

Sep. 2013 - Mar. 2017Johnson City, Tennessee Area• Working with Neurosurgeons, Thoracic Surgeons, ENTs, Plastic Surgeons & Oral Surgeons in the Operating Room • Giving product presentations and in-service demonstrations to surgeons and office staff • Coordinating with Material Managers and OR staff to make sure sets are ready for cases Sales Territory: Tri-Cities & Knoxville, TN

Financial Service GroupManaging Partner

Mar. 2009 - Jul. 2015Johnson City, TNReg. D - Alternative Investment Consulting and Wholesaling for private investors with up to six (6) employees. • Work with commercial real estate developers and/or owners to raise funds for various reasons (i.e. pay back development costs, liquidate working capital, etc.). • Successfully cold call, network and build relationships with key decision makers (ex. Compliance Officers, etc.) of Investment Broker associations to obtain approvals for alternative investment products for Broker Dealers. • Presented products and speaker at National Sales Conferences and Industry Association quarterly and annual conventions for up to 200 attendees with additional break-out sessions which resulted in high response rates (60%). Street Capital Group • Within short timeframe of 20 months (117% of goal), successfully raised $25M from 30 broker dealers to allow Commercial Real Estate Developer to pay off development costs of six (6) new Walgreens stores. • Creatively used small advertising, entertaining and travel budget to achieve maximum payback to include: marketing collateral – print and web design; attend ~16 industry conferences and national sales conferences. • Secured expert assistance in writing legal documentation to comply with stringent Federal Regulations and Oversight. Street Capital Healthcare • Within 20 months (129% of goal), successfully raised $34M to purchase seven (7) skilled nursing facilities with 13% to 15% annual income for investors with profitable sale of properties in five (5) years. • Met or achieved below budget for all areas: o Met marketing and printing budget of $75K o Achieved 13% under budget for Legal and Due Diligence budgets at $200K o Achieved 25% under budget for entertainment and travel budgets for conferences and client appreciation events at $200K. Vida Capital, Inc. - Consultant • Successfully secured three (3) selling agreements and raised $2M in capital within six (6) months. Ford Investment Properties - Consultant

Vendormate, Inc.Regional Sales Manager - Mid Atlantic

Nov. 2006 - Aug. 2008Richmond, Virginia Area; Mid Atlantic TerritoryHospital vendor credentialing service sales with a seven (7) state territory. • Increased sales revenue in territory $5M+. • Within six (6) months, sold two of the largest accounts Harvard Healthcare and Johns Hopkins Hospitals. • Built relationships with gatekeepers and decision makers (CFO, Material Managers, administrative, etc.), value and benefit comparison sales (i.e. ease of use, no specialized equipment needed, etc.) and demonstrated system. • Convinced Johns Hopkins to allow use of their name on corporate website as advertising (very difficult to do). • Increased market share in territory from zero to more than twice all competitors combined.

AXA AdvisorsDistrict Assistant/Financial Consultant

Oct. 2005 - Jul. 2007Richmond, Virginia AreaSeries 24 Licensed Principal. Responsible for giving and implementing financial advice to retail clients and businesses; additional duties included assisting seasoned insurance agents in developing their retail securities business, as well as hiring, training and developing the retail sales force. Identified, hired and initiated training of 2 financial advisors. Increased total sales revenue of seasoned life insurance agents by 12% by helping develop their retail securities business. Divisional Leadership Council 2005, 2006

SunTrust Investment ServicesVice President/Investment Officer

Apr. 2002 - Oct. 2005Richmond, Virginia AreaSeries 7, 63, 65 and Insurance Licensed. Responsible for giving and implementing financial advice to retail clients; emphasis includes wealth accumulation, structure of portfolios according to individual needs, evaluation of individual securities as they relate to clients' portfolios, estate planning and insurance concerns, education planning, retirement planning, tax minimization, and creation and administration of trusts. Successfully brought over $30 million in assets from previous firm. Managed the securities and investment sales of as many as 5 branches. Increased investment sales revenue in my branches by at least two fold.

Wachovia Securities Financial NetworkVice President

Sep. 1991 - Apr. 2002Richmond, Virginia AreaOriginally Wheat First Securities. Series 7, 63, 65 and Insurance Licensed. Responsible for giving and implementing financial advice to retail clients; emphasis includes wealth accumulation, structure of portfolios according to individual needs, evaluation of individual securities as they relate to clients' portfolios, estate planning and insurance concerns, education planning, retirement planning, tax minimization, and creation and administration of trusts. Increased sales production each year, culminating with $500,000 in gross revenues my final year. Accumulated $50 million in assets under management. Developed and presented seminars on wealth management. Assisted in the training of new brokers.

Perpetual Savings BankSenior Corporate Accountant II

Nov. 1987 - May. 1991Washington D.C. Metro Arealeading Savings and Loan in the DC metro area); Responsible for the supervision of 3 employees; duties include pulling information from the mainframe computer to PC spreadsheets, reporting to all regulatory institutions and the board of directors on a monthly basis, and assisting all departments in yearly budgets, monitoring budgets for significant discrepancies, assisting independent auditors as much as possible.