career objective                              

 

disciplined, results-oriented professional seeking to leverage combined sales, financial, and marketing experience in support of corporate profitability and productivity objectives.

 

profile                                                

 

ø  consistently contribute to improved productivity, cost effectiveness, operational enhancement, and profitability through leadership, strategic planning strengths, and product expertise.

ø  proven track record developing customer bases and obtaining new business in assigned markets, specifically assessing opportunities, building customer rapport, identifying needs, and engineering adaptations for wide range of products and services that facilitate account growth.

ø  talented communicator with solid history developing new and improving existing lucrative, long-term business relationships.

ø  proven leader and team builder, with success in fostering true motivation, productivity, and cohesion from disparate parties.

ø  reputation for strong work ethic, exceptional commitment to customers, industry knowledge, approachability, and ability to get the job done by focusing on priority tasks, responding to sense of urgency, and tenacious dedication to results.

ø  technically savvy with expertise in microsoft office suite (word, excel, powerpoint, outlook, access), quickbooks, and proprietary financial software packages.

 

core competencies:

strategic planning & initiatives	vendor & contract negotiations	relationship management
productivity improvement	staff development	documentation & presentations
budget administration	expense control	performance evaluations
project planning & analysis	policy & procedure development	needs assessments
software pricing & licensing	accounting & finance	risk management

 

professional experience                

 

principal financial group-raleigh, nc                                                                             2008 to present

financial advisor

  develop relationship plans by evaluating clients financial situation, objectives, requirements, and preferences, recommending and selecting service options and obtaining approvals.

  accommodate diverse array of client offerings, including retirement, education planning, life and disability insurance, accumulation goals, and investments.

  prospect new clients and explain service benefits while preparing and closing contracts and presenting new products to existing clients.

  protect client and company interests by complying with federal, state, and foreign regulations, ensuring confidentiality of all information.

 

spatial data logic / shoreline american-somerset, nj                                                    2001 to present

vice president of finance

  oversee finance, accounting, purchasing, administration, and human resources functions, including setting goals and budgets and initiating and approving changes to policies and procedures.

  advise ceo and collaborate with executive team on operational matters such as pricing, compensation plans, budgets, mergers, acquisitions, debt, leasing, and equity financing.

  strengthen accounting reporting systems and fiduciary controls to provide timely, accurate information in support of management decisions.

  develop pricing and licensing models for proprietary software and aided in negotiation of specialty developer license agreements with oem.

 

timpani group, llc-apex, nc                                                                                           2006 to 2008

director

  performed all strategic and operational functions for time-divisional boat usage franchise, including marketing and advertising, sales, purchasing, accounting, budgeting, insuring, contracts, and staffing.

  developed and followed business plan through entire cycle from inception to sale of company.

  maintained communications with all client groups and initiated lucrative relationships within targeted demographics in the community.

 

stuyvesant trading-new york, ny                                                                                      2004 to 2005

equity options specialist, member-american stock exchange (amex)

  assisted with establishment of new options specialist post on amex, which specialized in more than 20 securities, including w.r. grace, sunoco, heinz, and dreamworks animation.

 

ridge partners, llc-peapack, nj                                                                                      2001 to 2004

director, member-american stock exchange (amex)

  launched and operated options-oriented hedge fund and traded equities, etfs, equity and index derivatives based on technical analysis, volatility, and proprietary dispersion models.

  composed private placement memorandum to secure outside investor funding, leveraging industry experts, legal counsel, and cpas.

 

orbit ii partners, lp-new york, ny                                                                                     1994 to 2001

junior general partner, member-american stock exchange (amex), pacific stock exchange, chicago board options exchange

  opened pacific stock exchange branch in 1995 and served as on-floor options exchange trader previous to that.

  hired and managed five new and experienced traders while handling all risk management for office on individual and portfolio level.

  established firm s index options presence in dow jones industrial average in 1996.

  acted first to trade etfs by developing valuation models to determine fair value of security versus underlying basket of stocks and futures.

 

education & credentials                

 

fairfield university-fairfield, ct

bachelor of science in business management

  completed degree requirements within three years instead of typical four.

 

licenses:

finra series 7 & 66

life, accident, & health insurance

member, pacific stock exchange (rot & lmm)

member, chicago board options exchange (rot)

 

activities:

full member & options specialist, american stock exchange

member, devil s ridge country and networking clubs

coach, holly springs parks and recreation basketball

coach, apex sports authority pop-warner football