Sentences with phrase «managers of a financial services company»

Not exact matches

Kim Peters and Tabitha Russell are vice president and certification program manager, respectively, at Great Place to Work, the longtime research partner for Fortune's annual list of the 100 Best Companies to Work For and other best workplaces lists, including the Best Workplaces in Financial Services & Insurance.

Prior to Avanti, Mr. Scal served as Executive Vice President and a member of the board of directors of CamelBak Products LLC, an outdoor equipment company, Senior Vice President at Kransco Partners LLP, a private equity firm, Director of Business Development at Kransco Group Companies, a toy company, Director of Development at Visa International, a financial services company, Product Manager at General Mills, a food products company, and as an analyst at Cambridge Associates.

Agolo has raised a number of smaller seed rounds of funding before now, but with its latest cash injection the company said it now plans to «transform the way financial service analysts do their jobs» by expanding its platform to cater to asset managers and investment banks.

Prior to this, Himanshu worked as a portfolio manager in India's largest financial services company, Kotak Securities, with assets of over US$ 400 million under management.

The race for Harris County district clerk pits Marilyn Burgess, chief financial officer for a fastener company and a past executive director of the Texas PTA, against Roslyn «Rozzy» Shorter, an international service manager.

The company's products and services addresses multiple markets, asset classes and geographies and are sold to a diverse client base, including asset owners, such as pension funds, endowments, foundations, central banks, family offices and insurance companies; institutional and retail asset managers, such as managers of pension assets, mutual funds, exchange traded funds, real estate, hedge funds and private wealth; financial intermediaries, such as banks, broker - dealers, exchanges, custodians and investment consultants; and corporate clients.

After years of working as a senior manager for KPMG's Financial Services Group, primarily working with risk managers and insurance companies, Randy bring risk management to the realm of investment management in the form of the DRS.

CI Financial (TSX: CIX) is an independent Canadian company offering global asset management and wealth management advisory services, with approximately $ 181 billion in assets as of October 31, 2017, its primary operating businesses are investment managers CI Investments Inc. and Sentry Investments Inc., advisory businesses Assante Wealth Management and Stonegate Private Counsel, Grant Samuel Funds Management of Australia, and First Asset Investment Management, a leader in providing actively managed exchange - traded funds to the Canadian marketplace.

She is an objective fee - only financial planner and asset manager that has spent over twenty - five years working in the finance, including twelve years as the President of her own financial services company.

The investment objective was to purchase a number of asset managers — and in little more than a year, facing into the worst financial crisis since the»30s, they acquired four companies: Wood Asset Management, Boyd Watterson, Sovereign Holdings (since absorbed into Boyd), and National Investment Services.

Seeking to harness the growth potential of large U.S. companiesA large - company focus: The fund invests in large U.S. companies, targeting those with a competitive edge in markets around the world and the potential to produce strong profits.A rigorous process: The fund's manager uses rigorous fundamental investment research to find opportunities and manage risk.A focus on quality: The manager seeks companies with solid management, sound financials, and products or services that are benefiting from growing demand.

Power Financial Corp. (PWF / TSX), the financial services company that owns a majority stake in Great - West Lifeco Inc. and also controls asset managers like Investors Group and Boston - based Putnam Investments, also has a history of raising its Financial Corp. (PWF / TSX), the financial services company that owns a majority stake in Great - West Lifeco Inc. and also controls asset managers like Investors Group and Boston - based Putnam Investments, also has a history of raising its financial services company that owns a majority stake in Great - West Lifeco Inc. and also controls asset managers like Investors Group and Boston - based Putnam Investments, also has a history of raising its dividend.

The Board has concluded that Mr. Patel should serve as trustee of the Trust because of the experience he gained serving as trustee of the Schwab Funds and Laudus Funds since 2011, as executive vice president, general manager and chief financial officer of a software company, his service on other public company boards, and his experience serving as chair of the Schwab Funds and Laudus Funds» Audit, Compliance and Valuation Committee.

Our Financial Regulation team provides regulatory advice for a wide range of financial institutions, including government bodies, banks, securities firms, investment managers, alternative asset managers, custodians, building societies, life and non-life insurance companies, reinsurers, electronic trading platforms, stockbrokers, corporate financiers, retail intermediaries, pension houses, payment services firms and peer - to - peer lendiFinancial Regulation team provides regulatory advice for a wide range of financial institutions, including government bodies, banks, securities firms, investment managers, alternative asset managers, custodians, building societies, life and non-life insurance companies, reinsurers, electronic trading platforms, stockbrokers, corporate financiers, retail intermediaries, pension houses, payment services firms and peer - to - peer lendifinancial institutions, including government bodies, banks, securities firms, investment managers, alternative asset managers, custodians, building societies, life and non-life insurance companies, reinsurers, electronic trading platforms, stockbrokers, corporate financiers, retail intermediaries, pension houses, payment services firms and peer - to - peer lending firms.

We advise clients at all stages of growth, from early - stage companies across a wide range of fintech industry segments to major multinational corporates, global financial services firms, venture capital firms, asset managers, private equity houses and insurance companies.

In addition to financial services, our sector experience covers energy, pharmaceutical, technology and FMCGs, and we have successfully placed candidates into positions including General Counsel, Head of Legal, Company Secretary, Transaction Manager and Senior In - House Lawyer.

Morgan Lewis represents many of the largest financial services firms in the United States and around the world, as well as some of the most important investment managers, private investment funds, broker - dealers, corporate trustees, auditors, accounting firms, and insurance companies in all aspects of litigation and dispute resolution.

Companies represented at this year's Legal Week Corporate Counsel Forum Africa include: ABSA Capital / Barclays, Accenture (South Africa), ADvTECH, AECOM, AFGRI Group, Altron, Anglo American, AngloGoldAshanti, Ashburton Investments, Associated Motor Holdings, Baker & McKenzie, Baker Hughes, BankservAfrica, Barclays Africa Group, Barloworld Automotive, Barloworld Equipment, Barloworld Power, a division of Barloworld South Africa, BATSA, BMW, British American Tobacco, BT Global Services, Business Partners, Centriq Insurance, City of Johannesburg Development Planning Legal Administration, City of Johannesburg Legislature, City Property Administration, Colgate - Palmolive South Africa, CSIR, DBT Technologies, Deutsche Bank, JHB, Development Bank of Southern Africa, Eskom Holdings SOC, Financial Services Board, FirstRand Bank, Gauteng Partnership Fund, Google, GroCapital Financial Services (member of AFGRI Group), Heineken SA, HMS Bergbau Africa, Huawei Technologies Africa, Imperial Logistics, Intercape, JD FS, a division of Pepkor Trading, Kimberly - Clark of South Africa, Kumba Iron Ore, Leonie Ellis Placements, Makro Division of Massmart, Masscash, Mondelez, Munich Reinsurance Company of Africa, Mutual & Federal Insurance Company, National School of Government, Nedbank, Netcare, Nigerian Bottling Company, PepsiCo Inc. / Simba, PIC SOC, Premier FMCG, Procter & Gamble (P&G), Rand Merchant Bank, RH Managers, Rio Tinto, Road Accident Fund, SA Bankers Services Company (BankservAfrica), SABC, Sage International, Samsung Electronics South Africa, Sasol, Scaw, SEFA, Shell SA, Siemens Healthcare, South African Broadcasting Corporation, South32 SA, Spur Group, Standard Bank, Standard Chartered Bank, Steinmuller, Sun International, Takeda, Telkom Business Connexion, Tetra Pak, The Pivotal Fund Limited, The South African Breweries, The Standard Bank of South Africa, Tiger Brands, Transnet Freight Rail, Unilever, Vedanta Resources - Zinc International, Viacom International Media Networks, Virgin Active SA, WesBank, Willis Towers Watson, World Bank.

Companies represented in previous forums included: ABSA Capital / Barclays Accenture (South Africa) ADvTECH AECOM AFGRI Group Altron Anglo American AngloGoldAshanti Ashburton Investments Associated Motor Holdings Baker & McKenzie Baker Hughes BankservAfrica Barclays Africa Group Barloworld Automotive Barloworld Equipment Barloworld Power, a division of Barloworld South Africa BATSA BMW British American Tobacco BT Global Services Business Partners Centriq Insurance City of Johannesburg Development Planning Legal Administration City of Johannesburg Legislature City Property Administration Colgate - Palmolive South Africa CSIR DBT Technologies Deutsche Bank, JHB Development Bank of Southern Africa Eskom Holdings SOC Financial Services Board FirstRand Bank Gauteng Partnership Fund Google GroCapital Financial Services (member of AFGRI Group) Heineken SA HMS Bergbau Africa Huawei Technologies Africa Imperial Logistics Intercape JD FS, a division of Pepkor Trading Kimberly - Clark of South Africa Kumba Iron Ore Leonie Ellis Placements Makro Division of Massmart Masscash Mondelez Munich Reinsurance Company of Africa Mutual & Federal Insurance Company National School of Government Nedbank Netcare Nigerian Bottling Company P&G PepsiCo Inc. / Simba PIC SOC Premier FMCG Procter & Gamble (P&G) Rand Merchant Bank RH Managers Pty Rio Tinto Road Accident Fund SA Bankers Services Company (BankservAfrica) SABC Sage International Samsung Electronics South Africa Sasol Scaw SEFA Shell SA Siemens Healthcare South African Broadcasting Corporation South32 SA Spur Group Standard Bank Standard Chartered Bank Steinmuller Sun International Takeda Telkom Business Connexion Tetra Pak The Pivotal Fund Limited The South African Breweries The Standard Bank of South Africa Tiger Brands Transnet Freight Rail Unilever Vedanta Resources - Zinc International Viacom International Media Networks Virgin Active SA WesBank Willis Towers Watson World Bank

Our client portfolio encompasses the full range of financial services institutions, including investment and commercial banks, insurance companies, real estate managers, property developers and pension funds.

UBS, a Swiss global financial services company with its headquarters in Basel and Zürich, is the biggest Swiss bank and is considered as the world's largest manager of private wealth assets, with more than 2.2 trillion Swiss francs (CHF) in invested assets.

TMX Finance Family of Companies Industry: Financial services Sample job titles: Store manager, district manager, general manager, general manager trainee, customer service representative, bilingual customer service representative Location: Nationwide

Customer service managers are often responsible for managing teams of customer service representatives, handling queries or complaints that have been escalated, handling financial transactions like refunding customers, and ensuring that the company's best practices for customer service are being met.

Purchasing Executives acquire a wide range of products and services for their companies and help managers attain the organization's financial goals.

General Job description: The financial success of a company is in the hands of an effective financial manager who assist in finance - related decision making, product sales, investments, budgeting, funding, production and client services.

• Seeking a position of Finance Manager at Karma Inc. utilizing my extensive background in financial management and cost accounting along with critical thinking skills in order to provide the company with the highest level of strategic services

Bank Teller — United AC Bank, Atlantic City, NJ — 2/2007 — 3/2012 • Received Employee of the Year for excellent customer service, noted by consistent name references in customer reviews • Educated customers on financial services, computer account access, and mobile apps for their convenience • Recommended relevant bank products and services when appropriate, setting a record in service referrals and exceeding the company's promotion profit goals by 10 percent • Processed automated teller transactions, night deposits, and loan and retirement plan payments on a day - to - day basis • Provided the head manager with daily cash supply orders to maintain sufficient funds for successful operations every day • Counted and sorted currency by hand and with counting equipment in order to ship to other branch locations

Software Development Lead — Hightower Financial Services, Portland, OR — 5/2012 — Present • Serve as the team lead for group of six developers tasked with updating current corporate programs as well as creating new applications to help improve operations • Meet with ops directors and department managers on a regular basis to understand the challenges employees encounter in their daily workflow to determine where new opportunities for development may be • Coordinate with supervisors and their staff members to map out current processes and create re-engineering proposals to be shared with executive team • Manage the development of new applications, along with the testing of beta - version programs to help develop final - version programs prior to rollout dates • Received recognition by company management (along with team members) for role in developing software solutions that have contributed to net increase of 42 percent in company - wide productivity

Accounts Manager • Deployed numerous cost saving protocols that resulted in a 15 % cost reduction for the benefit of the company • Managed, led and motivated a group of eight financial professionals and managed eleven high budget projects while working together with my team, that landed successfully in time, exceeding the financial targets • Provided transactional support for service allocations to internal and external clients

Seeking a position of Finance Manager utilizing my extensive background in financial management and cost accounting along with critical thinking skills in order to provide the company with the highest level of strategic services

Tags for this Online Resume: Recruiting Manager, Employee Relations Manager, HR Generalist, Compensation, EEO - 1, Vets 100, Affirmative Action Plan, Federal Contracting Experience, Healthcare experience, Software Company Experience, Financial Services Industry experience, Arizona, Investigations, Staffing, Talent Management, Change Management, Department of Defense Contractor, FMLA, Training and Development, EEOC Complaint resolution

A Senior Manager that has successfully contributed to the bottom line of companies in the Legal / Financial Services, Telecommunications and Retail Sales industries.

Professional Experience TIAA - CREF (New York, NY) 3/2006 — 7/2010 Institutional Client Relationship Manager • Administered retirement plan benefits ensuring accurate, timely, and legally compliant operations • Hired, trained, and supervised junior financial services staff • Proficient in interpretation and application of IRS, ERISA, and related regulatory schemes • Created and implemented client training program to ensure understanding of company products • Assisted external auditors guaranteeing comprehensive and accurate analysis of business health • Prepared and presented annual benefits report to CFO, senior leadership, and benefits staff • Represented company at industry events, product demonstrations, and annual benefit fairs • Provided exceptional customer service resulting in client satisfaction and repeat business

International Business Manager & Consultant — Duties & Responsibilities Serve as international business development consultant for a network of global clients Facilitate and coach projects in relationship development, marketing, and financial management Utilize significant international business experience and education to offer executive level training Manage global advertising initiatives for clients such as Intel and Nokia Establish and manage a children's developmental toy production company with sales in 40 + countries Responsible for strategic planning, business plan, marketing / sales initiatives, and client development Oversee financial operations including company budgets, sales projects, P&L statements, etc.. Recruit, train, and direct sales, customer service, and management staff ensuring profitable operations Direct product development, pricing, distribution, and branding over varied product lines Oversee import, export, warehousing, and inventory operations ensuring efficient logistical operations Lead financial growth to $ 14 million in annual revenue with clients such as Toys R Us, Target, and Amazon

PrivatAir, Moonachie, NJ Account Sales Manager (March 2000 — June 2002) Entertainment & Financial Industry Client Relations and Sales Professional • Worked exclusively in the entertainment and financial industry researching and marketing to prospects the private charter services of theFinancial Industry Client Relations and Sales Professional • Worked exclusively in the entertainment and financial industry researching and marketing to prospects the private charter services of thefinancial industry researching and marketing to prospects the private charter services of the company.

Human Resource Manager — Duties & Responsibilities Direct human resource operations and support staff ensuring efficient and effective operations Responsible for benefit administration including employee leave, 401 (k)'s, and insurance Oversee payroll, departmental budgets, accounts payable, and accounts receivable Recruit, interview, and hire new employees with input from senior leadership Conduct staff orientation regarding acceptable attire, company brand, policies, and employment law Implement professional development program to enhance team skill sets and employee value Oversee employee recognition program to highlight notable achievements and boost team morale Review employee performance and recommend promotion or disciplinary action as appropriate Resolve disputes between staff members in a fair, professional, and timely manner Ensure company compliance will all applicable employment law and industry best practices Negotiate and confirm contracts with vendors, partners, employees, and clients Create and present financial reports and purchasing proposals to senior management Build and strengthen long term relationships with clients, vendors, and community leaders Direct purchasing and licensing of information technology equipment and software Assist students and families with financial aid application process Provide additional administrative support including data entry, phones, and customer service Utilize proficiencies in English and Spanish to effectively serve clients of varied backgrounds Perform all duties in a positive, professional, and courteous manner

Sales Manager — Duties & Responsibilities Provide operational support across a wide variety of industries Responsible for product inventory, pricing, sales, and logistics Oversee company financials through QuickBooks and Point of Sale Develop a rapport with customers and orient them to various products and services Encourage high customer retention by maintaining friendly, supportive contact with existing clients Study internal literature to become an expert on products and services Interact with support staff and company resources effectively to create the best consumer experience Conduct buying operations to locate and secure quality materials at affordable prices Negotiate and execute contracts with C - Level decision makers Train staff ensuring they understand the brand and adhere to company policies and procedures Maintain comprehensive records detailing pricings, sales, activities reports, and other pertinent data Strictly adhere to budgets and schedules Plan and execute successful special events including grand openings, graduations, etc.. Provide administrative assistance including phones, data entry, and reception as needed Perform legal research assisting attorneys with varied caseloads Represent company brand with poise, integrity, and positivity

IT Project Manager — Professional Highlights Serve multinational corporations in a variety of technology based strategic planning and administration roles Offer expertise as a consultant, programmer, engineer, business analyst, and database administrator Lead technology projects for NASA, U.S. Customs, American Express, and General Electric Design and implement reporting, customer service, marketing, sales, and financial management software Responsible for network and database design, administration, and security Oversee enterprise - wide hardware and software upgrades resulting in increased efficiency Minimize operational and manpower costs through effective technology solutions Serve as forecast budget analyst for Joint Project Management Operations at Kennedy Space Center Develop reporting application tool using crystal reports engine on CD throughout Kennedy Space Center and Cape Canaveral Air Station resulting in $ 500,000 savings on user licensing fees Create detailed project plan with well - defined tasks, milestones, client sign - offs, test cycles, and specifications which served to communicate project progress to management Develop visual basic application for financial banking Institution using crystal reports to reduce the company's response time resulting in initial reporting from 2 - 3 hours to just 45 seconds Oversee multimillion - dollar software implementation for Miami Air from a consultancy level Upgrade Great Plains software platform and administered security access for Miami internal databases Write over 200 SQL stored procedures from access databases for financial institutions Compose business correspondence and prepared statistical spreadsheet analysis for Kennedy Space Center Recognized by colleagues and superiors for outstanding job performance, reliability, and efficiency Conduct surveys of operations to assess needs and identify high priority improvements Complete major product releases meeting very aggressive schedules and budgets Serve as a member of the International Cyber Threat Task Force Utilize fluencies in English, Portuguese, Arabic, French, and German to communicate with a diverse clientele Continually study emerging technologies and industry best practices Perform all duties with positivity, professionalism, and integrity

My clients are a well known financial services company now expanding the team and looking to recruit a Data Analyst You will be responsible for the extraction of information from SQL Server and MySQL database, developing T - SQL Stored procedures and working with the managers on reports and integration...

Financial Manager — Duties & Responsibilities Manage daily operations, sales, and customer service activities for multiple financial institutions Oversee company expansion and branch openings in new markets and territories Manage client assets in excess of $ 285 million across a wide range of investment vehicles Design and implement professional development and employee recognition programs Consistently meet or exceed sales goals through networking, cold calling, and other tactics Represent company brand with poise, integrity, and positivity Develop a rapport with customers and orient them to various products and services Encourage high customer retention by maintaining friendly, supportive contact with existing clients Study internal literature to become an expert on products and services Conduct research on prospective leads and existing clients to assist in developing sales strategies Craft effective sales presentations and proposals, tailoring them to clients based on their specific needs and styles Negotiate and execute contracts with C - Level decision makers Maintain records of site visits to potential and existing clients to assist in assessing their future needs Collaborate with junior level sales people to develop action plans to govern their performance Make cold calls in a courteous, yet assertive manner that translates to sales results Recruit, train, and direct staff ensuring they understand the brand and adhere to company policies and procedures Maintain comprehensive records detailing pricings, sales, activities reports, and other pertinent data Strictly adhere to budgets and project Financial Manager — Duties & Responsibilities Manage daily operations, sales, and customer service activities for multiple financial institutions Oversee company expansion and branch openings in new markets and territories Manage client assets in excess of $ 285 million across a wide range of investment vehicles Design and implement professional development and employee recognition programs Consistently meet or exceed sales goals through networking, cold calling, and other tactics Represent company brand with poise, integrity, and positivity Develop a rapport with customers and orient them to various products and services Encourage high customer retention by maintaining friendly, supportive contact with existing clients Study internal literature to become an expert on products and services Conduct research on prospective leads and existing clients to assist in developing sales strategies Craft effective sales presentations and proposals, tailoring them to clients based on their specific needs and styles Negotiate and execute contracts with C - Level decision makers Maintain records of site visits to potential and existing clients to assist in assessing their future needs Collaborate with junior level sales people to develop action plans to govern their performance Make cold calls in a courteous, yet assertive manner that translates to sales results Recruit, train, and direct staff ensuring they understand the brand and adhere to company policies and procedures Maintain comprehensive records detailing pricings, sales, activities reports, and other pertinent data Strictly adhere to budgets and project financial institutions Oversee company expansion and branch openings in new markets and territories Manage client assets in excess of $ 285 million across a wide range of investment vehicles Design and implement professional development and employee recognition programs Consistently meet or exceed sales goals through networking, cold calling, and other tactics Represent company brand with poise, integrity, and positivity Develop a rapport with customers and orient them to various products and services Encourage high customer retention by maintaining friendly, supportive contact with existing clients Study internal literature to become an expert on products and services Conduct research on prospective leads and existing clients to assist in developing sales strategies Craft effective sales presentations and proposals, tailoring them to clients based on their specific needs and styles Negotiate and execute contracts with C - Level decision makers Maintain records of site visits to potential and existing clients to assist in assessing their future needs Collaborate with junior level sales people to develop action plans to govern their performance Make cold calls in a courteous, yet assertive manner that translates to sales results Recruit, train, and direct staff ensuring they understand the brand and adhere to company policies and procedures Maintain comprehensive records detailing pricings, sales, activities reports, and other pertinent data Strictly adhere to budgets and project timelines

The Chasm Group, LLC and Chasm Institute, LLC (San Bruno, CA) 1997 — 2008 Business Operations Manager • Managed all daily operational tasks for leading multi-million dollar high - tech market strategy consultancy, while providing executive administration to C - level executives and venture capital partners • Developed and managed the firm's annual budget, proposing and implementing expense cuts, producing monthly reports and financial statements, and coordinating with CPA firm for accurate and timely filings • Oversaw all client relationship management efforts while cultivating new business efforts from concept to implementation, providing high - quality service in sales efforts while utilizing new lead tracking system • Negotiated and managed all contracts, stock grants, and financing arrangements, working closely with outside counsel to draft legal documents and resolve LLC - and proprietary - related issues • Led three office space build - outs and two office relocations, managing all aspects of each process under aggressive timeline and budget expectations • Reduced firm telecom expenses by 22 % by streamlining IT objectives, including migration to VOIP phone system, software / hardware purchases, domain renewals, and outsourced technical support • Directed all phases of staff recruitment while creating and implementing all HR policies and programs, including comprehensive employee benefits plans • Supervised multiple administrative staff members, conducted performance appraisals and wage / salary surveys in comparison to incentive program guidelines, and maintained HR files in accordance with legal mandates • Produced all out - going client invoices in an accurate and timely fashion to increase, cash flow and reduce aging receivables, providing consistent attention to overhead costs and vendor arrangements • Administered all company insurance policies, including E&O, general liability, bonds, partner life and disability, conducting annual benefits reviews and employee / company insurance audits • Obtained necessary certificates for consulting contracts while processing federal, state, and local business reporting requirements to maintain licenses and incorporation status • Directed all marketing efforts and oversaw logistical aspects of national educational workshop series, utilizing sponsorship arrangements to offset production costs • Transformed «brochure» website into a dynamic tool to better illustrate company opportunities through relevant case studies, as well as maintaining all other promotional media, including press kits and video Association of California School Administrators (Burlingame, CA) 1993 — 1997 Issues and Planning Committee Coordinator • Executed all phases of event planning and implementation for a membership - driven organization including 23 state committees, 5 task forces, 6 strategic planning conferences, and a conference of 1,500 attendees • Focused on facility evaluations, bid requests, site visits, contract negotiations, and all pre - and post-conference planning processes • Produced statistical and financial reports, including budget projections and cost monitoring for developmental training efforts • Oversaw all participant - level responsibilities, including inquiries, eligibility, registration, correspondence, and billing statements • Managed all legal professional standards calls for Northern California regions, including the processing of attorney authorizations, the preparation of legal assistance letters, and liens on cause of action • Served as second point of contact for computer inquiries and troubleshooting efforts as well as provided back - up executive administrative support for Executive Director, Committee Chairs, and the State Superintendent of Public Instruction • Held responsibility for software installation and hardware configuration while performing weekly AS / 400 backup and report generation

Retail Sales Manager — Duties & Responsibilities Oversee customer service and sales staff ensuring efficient, effective, and profitable operations Design and implement staff development programs to enhance sales and customer service skills Train employees in corporate branding and company policies and procedures Consistently meet or exceed sales goals through networking, in person sales, trade shows, and other tactics Develop and implement company marketing, public relations, and promotional strategies Identify company operational challenges and overcome obstacles through strong managerial skills Represent company brand with poise, integrity, and positivity Develop a rapport with customers and orient them to various products and services Encourage high customer retention by maintaining friendly, supportive contact with existing clients Study internal literature to become an expert on products and services Interact with support staff and company resources effectively to create the best consumer experience Conduct research on prospective leads and existing clients to assist in developing sales strategies Craft effective sales presentations and proposals, tailoring them to clients based on their specific needs and styles Collaborate with junior level sales people to develop action plans to govern their performance Maintain comprehensive records detailing pricings, sales, activities reports, and other pertinent data Strictly adhere to budgets and schedules Oversee multimillion dollar inventory and product replenishment Manage company financial records providing detailed, accurate account of transactions and financial health Provide additional operational support including communications, data entry, and other tasks as needed

Retail Sales Manager — Duties & Responsibilities Consistently meet or exceed sales goals through networking, in person sales, trade shows, and other tactics Develop and implement company marketing, public relations, and promotional strategies Represent company brand with poise, integrity, and positivity Develop a rapport with customers and orient them to various products and services Encourage high customer retention by maintaining friendly, supportive contact with existing clients Study internal literature to become an expert on products and services Interact with support staff and company resources effectively to create the best consumer experience Conduct research on prospective leads and existing clients to assist in developing sales strategies Craft effective sales presentations and proposals, tailoring them to clients based on their specific needs and styles Collaborate with junior level sales people to develop action plans to govern their performance Recruit, train, and direct staff ensuring they understand the brand and adhere to company policies and procedures Maintain comprehensive records detailing pricings, sales, activities reports, and other pertinent data Strictly adhere to budgets and schedules Oversee multimillion dollar inventory and direct purchasing and inventory replenishment Manage company financial records providing detailed, accurate account of transactions and financial health Provide additional operational support including communications, data entry, and other tasks as needed

Business Manager — Duties & Responsibilities Manage multiple technology companies ensuring effective, efficient, and profitable operations Design and implement sales and marketing strategies, campaigns, and collateral materials Recruit, train, and direct sales and customer service teams resulting in significant company revenue Consistently meet or exceed sales goals through networking, cold calling, and other tactics Represent company brand with poise, integrity, and positivity Develop a rapport with customers and orient them to various products and services Encourage high customer retention by maintaining friendly, supportive contact with existing clients Study internal literature to become an expert on products and services Interact with support staff and company resources effectively to create the best consumer experience Conduct research on prospective leads and existing clients to assist in developing sales strategies Craft effective sales presentations and proposals, tailoring them to clients based on their specific needs and styles Conduct public relations activities and attend relevant events, fairs, and conferences Negotiate and execute contracts with C - Level decision makers Maintain records of site visits to potential and existing clients to assist in assessing their future needs Collaborate with junior level sales people to develop action plans to govern their performance Maintain comprehensive records detailing pricings, sales, activities reports, and other pertinent data Oversee accounting activities including budgets, accounts payable / receivable, and tax filings Prepare and present periodic financial reports to fellow members of senior leadership

Project Manager / Compliance Officer — Duties & Responsibilities Oversee daily operational aspects of a fast paced, high intensity financial institution Recruit, train, and direct staffs ensuring they understand the brand and adhere to company policies and procedures Manage compliance with regulatory authorities including the SEC, NYSE, and NASD Analyze financial information and present reports to external regulators and internal management Determine compliance issue severity and escalate to senior compliance officer as needed Conduct internal compliance investigations coordinating efforts between various support services Track and maintain detailed records of all compliance inquiries Direct and contribute to special company projects as needed Responsible for the «I Have a Dream Summer Intern Program» ensuring effective talent recruitment Utilize technical expertise while serving as liaison to technology department Assist with database and hardware management, software training, and computer troubleshooting Aid accounting with budgets, accounts payable / receivable, invoice payment, and vendor negotiations Interact with Board of Directors, Chief Executive Officer, and other key figures on a daily basis Partner with various company lines to assess client interests, market trends, and potential sales opportunities Develop a rapport with customers and orient them to various products and services Encourage high customer retention by maintaining friendly, supportive contact with existing clients Study internal literature to become an expert on products and services Provide administrative support including travel arrangements, scheduling, data entry, and other tasks as needed Represent company brand with poise, integrity, and positivity

International Business Manager & Consultant — Duties & Responsibilities Serve as international business development consultant for a network of global clients Facilitate and coach projects in relationship development, marketing, and financial management Utilize significant international business experience and education to offer executive level training Manage global advertising initiatives for clients such as Intel and Nokia Establish and manage a children's developmental toy production company with sales in 40 + countries Responsible for strategic planning, business plan, marketing / sales initiatives, and client development Oversee financial operations including company budgets, sales projects, P&L statements, etc.. Recruit, train, and direct sales, customer service, and management staff ensuring profitable operations Direct product development, pricing, distribution, and branding over varied product lines Oversee import, export, warehousing, and inventory operations ensuring efficient logistical operations Lead financial growth to $ 14 million in annual revenue with clients such as Toys R Us, Target, and Amazon Graduate of a Forbes Magazine «Top 20 Schools for International Business»

Golfsmith International (Duluth, GA) 1/2005 — 6/2006 General Manager • Executed all relevant retail operations and financial administration for a high - profile store, successfully increasing sales versus both plan and LY regularly while competing in and winning company sales programs • Earned selection as 1 of 3 GM's to evaluate, revise, and implement the Selling & Service Program to entire firm, training regional and general managers in the selling solutions program and providing guidance to underperforming store managers • Assisted management with various other duties as assigned

Professional Experience Harris Bank Evanston (Evanston, IL) 2000 — 2009 Vice President / Branch Manager • Managed all aspects of Evanston branch including daily operations and personnel • Hired, trained, scheduled, and supervised staff of 10 tellers, personal bankers, and support staff • Created and implemented employee review, development, and recognition programs • Designed and executed education programs focused on banking and service best practices • Oversaw teller line, mortgage, consumer loan, and commercial banking departments • Consistently exceeded financial goals through effective sales, marketing, and management • Awarded Harris Bank Outstanding Sales Award for setting company best in product sales • Delivered excellent customer service resulting in client satisfaction and repeat business • Ensured banking compliance with state, federal, and internal regulations • Conducted audits to maintain responsible, profitable, and efficient operations

Account Representative — Duties & Responsibilities Experienced manager with a background in purchasing, inventory, customer service, accounting, and sales Recruit, train, and direct staff ensuring they understand the brand and adhere to company policies and procedures Set and strictly adhere to departmental budgets and timelines Consistently meet or exceed sales goals through networking, in personal sales, and other tactics Conduct research on prospective leads and existing clients to assist in developing sales strategies Craft effective sales presentations and proposals, tailoring them to clients based on their specific needs and styles Collaborate with junior level sales people to develop action plans to govern their performance Maintain comprehensive records detailing pricings, sales, activities reports, and other pertinent data Build and strengthen relationships with key clients, partners, and community leaders Oversee $ 8.9 million company inventory, supply, and purchasing operations Achieve fill rate performance of 95.7 % in 2010 Oversee varied material purchasing while constantly analyzing market and pricing trends Review proposals, negotiate prices, select suppliers, and oversee purchasing / delivery logistics Responsible for forecasting, requirements analysis preparation and execution, RFP processes, bid analysis, negotiations, and contract awards in accordance with company guidelines Provide financial oversight of accounts receivable, payable, and general ledger ensuring profitable operations Serve as departmental liaison for corporate Diversity and Inclusion initiative Represent company brand with poise, integrity, and positivity

Financial Manager — Duties & Responsibilities Oversee multiple automotive corporate client portfolios, conduct risk analysis, and perform audits Direct corporate loan process and ensure that client collateral is sufficient in cases of default Investigate client credit rating and determine worthiness of consumer credit applications Recruit, train, and manage team of auditors and financial advisors ensuring professional operations Responsible for department budgets, project timelines, and team workflow Perform reviews to determine appropriate employee compensation, recognition, and disciplinary action Serve as a liaison between bank and clients, partners, outside vendors, and community leaders Present reports regarding audit findings, market trends, and client financial health to senior leadership Develop a rapport with customers and orient them to various products and services Encourage high customer retention by maintaining friendly, supportive contact with existing clients Study industry literature to become an expert on products and services Direct sales operations for 35 + car and recreational vehicle dealerships throughout New England Craft effective sales presentations and proposals, tailoring them to clients based on their specific needs and styles Maintain comprehensive records detailing pricings, sales, activities reports, and other pertinent data Represent company brand with positivity, professionalism, and dedication Consistently recognized and promoted for excellence in management, service, and peFinancial Manager — Duties & Responsibilities Oversee multiple automotive corporate client portfolios, conduct risk analysis, and perform audits Direct corporate loan process and ensure that client collateral is sufficient in cases of default Investigate client credit rating and determine worthiness of consumer credit applications Recruit, train, and manage team of auditors and financial advisors ensuring professional operations Responsible for department budgets, project timelines, and team workflow Perform reviews to determine appropriate employee compensation, recognition, and disciplinary action Serve as a liaison between bank and clients, partners, outside vendors, and community leaders Present reports regarding audit findings, market trends, and client financial health to senior leadership Develop a rapport with customers and orient them to various products and services Encourage high customer retention by maintaining friendly, supportive contact with existing clients Study industry literature to become an expert on products and services Direct sales operations for 35 + car and recreational vehicle dealerships throughout New England Craft effective sales presentations and proposals, tailoring them to clients based on their specific needs and styles Maintain comprehensive records detailing pricings, sales, activities reports, and other pertinent data Represent company brand with positivity, professionalism, and dedication Consistently recognized and promoted for excellence in management, service, and pefinancial advisors ensuring professional operations Responsible for department budgets, project timelines, and team workflow Perform reviews to determine appropriate employee compensation, recognition, and disciplinary action Serve as a liaison between bank and clients, partners, outside vendors, and community leaders Present reports regarding audit findings, market trends, and client financial health to senior leadership Develop a rapport with customers and orient them to various products and services Encourage high customer retention by maintaining friendly, supportive contact with existing clients Study industry literature to become an expert on products and services Direct sales operations for 35 + car and recreational vehicle dealerships throughout New England Craft effective sales presentations and proposals, tailoring them to clients based on their specific needs and styles Maintain comprehensive records detailing pricings, sales, activities reports, and other pertinent data Represent company brand with positivity, professionalism, and dedication Consistently recognized and promoted for excellence in management, service, and pefinancial health to senior leadership Develop a rapport with customers and orient them to various products and services Encourage high customer retention by maintaining friendly, supportive contact with existing clients Study industry literature to become an expert on products and services Direct sales operations for 35 + car and recreational vehicle dealerships throughout New England Craft effective sales presentations and proposals, tailoring them to clients based on their specific needs and styles Maintain comprehensive records detailing pricings, sales, activities reports, and other pertinent data Represent company brand with positivity, professionalism, and dedication Consistently recognized and promoted for excellence in management, service, and performance