 |
 |
 |
 |
 |
 |
 |
||
Mark is a proven, successful, results-oriented executive with over 18 years management experience within the financial services industry. This experience and skill set is invaluable to individuals seeking to attain personal and financial goals whether purchasing or selling a business.
Mark’s “bottom-line” management style was developed when he worked as a regional manager for some of the most successful financial service companies in the industry. This assures buyers and sellers that an orderly and efficient process will result in meeting their expectations. In addition, his business and people skills add significant value to the sales transition.
Over the years, Mark’s strengths as a manager and leader have contributed to highly profitable, and effective business centers. He inspires staff to be customer service oriented and creative problem solvers. This successful work history enables Mark to approach every transaction with Umlauf, O’Dell and Associates, Inc. with the same dedication and perserverance required to help clients complete a successful purchase or sale of a business.
maodell@uoassociates.com
Rob is an experienced, knowledgeable and creative executive in the financial services industry. In the past six years, he has worked with over 200 closely held businesses. He personally succeeded in the sale of more than $400 million of financial securities.
Rob is a committed sales professional. During his tenure in the financial services industry, Rob was a top producer and closer, maintaining a 70-75 percent closing rate on all his transactions even during the most unstable and competitive markets. This is attributable to his personal work ethic and commitment to client success.
Rob excels at establishing and expanding client relationships. He is adept at providing effective financial solutions, tracking data and meeting deadlines to create “win-win” situations for his clients. He maintains an established network of contacts within the business community. And, he possesses the experience and knowledge to close purchases and sales. This successful closure is accomplished with a heartfelt commitment to conduct every transaction with fairness, honesty, and integrity.
Gary brings a wealth of financial and entrepreneurial experience to the Umlauf, O’Dell & Associates Inc. team. He has served the banking industry for over 50 years. During this period, he has held the position of president and CEO for thirty years and has been involved in the successful startup of three national banks.
He is a proven professional with a vast knowledge of customer service and understands the needs of businesses. Gary has assisted numerous start-up companies develop strategies necessary to achieve profitability and growth.
Also, he has a long track record of helping business leaders walk through difficult times by helping them choose the right decisions to overcome their challenges.
Gary brings to Umlauf, O’Dell & Associates, Inc. a great deal of energy, enthusiasm and genuine desire to help owners successfully sell their businesses. He has always maintained a positive mental attitude and will use his knowledge, wisdom and experience honed over the years to create results that produce satisfaction for both buyers and sellers