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Closing Trade Finance and Project Finance Investment Offers
My role. High-Ticket Sales Closer (Financial Advisory Services)
I worked with a financial advisory company offering investment and financing packages starting at $80,000.
Conducted discovery and strategy calls with qualified prospects, simplifying complex financial solutions and guiding them toward informed decisions.
I maintained a 5% close rate across 90+ calls per month while handling high-value conversations with professionalism and confidentiality.
My main focus is building trust, addressing risk concerns, and positioning long-term ROI to support confident investment decisions.
The network for creativity
Join 1.25M professional creatives like you
Connect with clients, get discovered, and run your business 100% commission-free
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Project update: a safer way to move cards to "Paid" in a CRM
For a financial advisory firm, I built a feature in GoHighLevel that makes paying referral partners faster and harder to get wrong.
What it does: when a card is dragged to Paid, the system finds every other card due for the same partner and shows a checklist. The assistant ticks the cards to pay together and confirms once. With a single card, it asks a simple confirmation instead.
How I made it reliable: a small backend on Vercel re-checks every card before moving it (same partner, still due, only into Paid). A failed card is named in a message while the others still move. If the list can't be loaded, the plain question is asked, so nothing moves silently.
What I did: designed the flow, wrote the browser script and the backend, and tested the cases that go wrong, not only the happy path.
Tools: GoHighLevel, JavaScript, Node.js, Vercel, GitHub.:
Re-checking every card on the backend before it moves, instead of trusting what the browser sent, is the step most CRM automations skip. How does it behave if two assistants open the Paid checklist for the same partner at the same time?
A premium, high-end website I designed and built as a portfolio project for an international heavy-duty trailer manufacturing company. The dark navy and gold design looks professional, modern, and trustworthy, exactly what serious business clients expect. This video is a full walkthrough of the site.
Portfolio demonstration project with sample content. Every price, amount, and detail is fully editable, so it can be customized for your real business.
What is inside:
Powerful hero section with company introduction and clean navigation
Custom trailer configurator: choose wheels, axles, payload, and size, with a live blueprint preview
Pricing table with model codes, payload ratings, and prices, easy to edit
Regional payment methods section (bank wire, ACH, Stripe, PayPal) with editable amounts and details
Showroom gallery with category filters and photo lightbox
Repair and service, engineering process, and case studies sections
Contact form to send inquiries directly to the company
Why it stands out: premium design, strong typography, smooth navigation, and a layout that turns visitors into customers.
I can build a similar website for your business:
Company and corporate websites
Product, showroom, and catalog websites
Pricing pages and online inquiry forms
Landing pages and website redesign
Message me with your idea, and I will deliver a clean, professional website.
The trailer configurator sounds neat.
The Services section of my new portfolio, currently in progress.
services sections are usually where portfolios get boring. this one doesnt