Cheree Warrick

AREA DIRECTOR | NMLS #2493922

Cheree Warrick has over 15 years of experience helping entrepreneurs raise capital to grow their businesses. She is an expert in real estate funding, sales, marketing, and finance.

Cheree began her career in corporate finance. During her 5 tenure at a national government contracting firm, Cheree was influential in helping the company grow from $50 million in annual revenues to $200 million. She set up the company’s pricing models for all RFP (Request for Proposal) responses, prepared the company’s annual budget and summarized all budget-to-actual results on a monthly basis.

In 2009, the entrepreneurial bug bit her and she decided to leave the corporate world to join her family’s bookkeeping business. During her tenure there, she assisted the company in serving over 35 clients in 22 industries. Her responsibilities included preparing monthly financial statements, producing annual budgets, and corresponding with CPAs in the preparation of corporate and personal taxes. As the company grew, management decided to seek bank financing for business expansion. The President of the Bank said Cheree’s business plan was one of the best he’d ever read. After receiving that compliment, Cheree decided to learn as much as she could about how companies position themselves to receive business financing.

In 2011, Cheree began writing business plans and creating financial forecasts for entrepreneurs seeking funding from banks and angel investors, immigrant visas, government certifications, or strategic direction within their business. She authored the book, Creating Business Plans that Actually Get Financed, to help business owners understand exactly what investors want to know before making a commitment. The book and her strategies are praised by numerous angel investors and commercial bankers including Barbara Corcoran of the hit TV show Shark Tank and Valerie Gaydos – founder of the Angel Venture Forum of D.C.

Cheree holds a Bachelors degree in International Business from American University and a Masters degree in Finance from George Washington University.