Shannon Perry

  • West Hartford US-CT
Shannon Perry

Interest

Reading, running, golf, tennis, basketball, Web 2.0, coaching youth sports.

Custom

Member of several statewide and local nonprofit boards of directors.  Connecticut Health Foundation Leadership Fellow 2008.  Leadership Greater Hartford 2001.  Inducted to Elizabethtown College Athletic Hall of Fame.

Summary

  • Senior level change-agent with strong leadership, management, fund development, advocacy, and communications skills and record of personal and professional achievement in nonprofit and for-profit sectors.Strategic thinker; strong analytical skills, relationship-builder; excellent public speaker; strong writing skills; results driven.
  • Committed to building and leveraging strategic partnerships. Demonstrated ability to collaborate, and maintain effective relationships with individuals at all organizational levels. Significant experience in business development roles, primarily with organizations which strive for a world class level of product quality and customer satisfaction.
  • Energetic; analytical; customer-focused; results-driven. Experienced working with both corporate (Fortune 1000) and middle market clients.
  • Broad range of skills, including: strategic planning and execution; business plan analysis; credit analysis/underwriting; product management; new business development; client relationship management; quality management; regulatory compliance; documentation; technology integration; verbal & written communication.
  • Expertise in consultative “solution-selling”, with extensive experience selling to “C-level” executives. Outstanding communicator; able to convey complex information clearly and concisely – so that it is easily understood by financial and non-financial professionals. Highly competitive; All-American soccer player.
  • Career characterized by continuous advancement, diverse responsibilities, and a clear record of achievement in every area of accountability.
  • Civic-minded professional with strong leadership, management, and communications skills with record of personal and professional achievement. Demonstrated ability to collaborate, and maintain effective relationships with individuals at all levels of the organization. Committed to building strategic partnerships.

Work History

Work History
Oct 2007 - Present

INDEPENDENT CONSULTANT

Self

Worked with foundation senior management and board of directors to develop strategies for engaging statewide business/civic leaders in creating public support to improve health status of underserved populations. Performed national analysis and research of state coalitions and advocacy groups addressing health disparities. Coached CEOs, COOs, CFOs of small/medium sized businesses to develop/implement strategic marketing plans to increase market share including developing marketing materials and website development. Developed relationships with corporate, foundation, and civic leaders in Connecticut.

Aug 2005 - Oct 2007

Vice President

THE MENTAL HEALTH ASSOCIATION OF CONNECTICUT
  • Senior-management position working closely with the board of directors of $8 million organization to implement change and new direction for historic organization. Facilitated board strategic effort to significantly shift culture of organization, including redirection and focus of major budget items. Creation and oversight of plans for strategic fund development and public awareness to increase and diversify revenue streams by 5% per year.
  • Directed and coordinated work of Fund Development, Public Awareness and Centennial Anniversary Committees.
  • Chaired MHAC Multicultural Advisory Council. Organization representative for Hartford Regional Multicultural Advisory Council addressing cultural competency and mental health issues. Led effort to create strategic goals and objectives for Council.
  • Created Awards Banquet honoring individuals/organizations from the media, business community, and health care field for their work in raising awareness. Secured corporate funding for event. Most successful fundraiser in organization history.
  • Created and implement anti-bullying programmatic initiative with elementary schools and secure related funding.
  • Instrumental in creation of three-year strategic plan. Created three-year strategic fund development and public awareness plans for the organization that addressed organizational need to build long-term fund development culture and diversify revenue streams. Plan addressed donor database and cultivation, special events (including centennial anniversary), corporate and foundation relations and partnerships, staffing capacity, and technology.
  • Developed three-year public awareness/communications strategy to raise awareness and decreases stigma through various strategies.
  • Staffed public policy committee, cultural competency committee, and regional multicultural advisory council.
Mar 2001 - May 2005

National Director Public Policy and Advocacy

NATIONAL CONFERENCE FOR COMMUNITY & JUSTICE (NCCJ)

Senior level position reporting to President and CEO of prominent human relations organization dedicated to fighting bias, bigotry, and racism. Oversaw the national public policy and advocacy unit, including budget responsibility, which focused on advancing the mission of NCCJ through public policy and programming strategies.

  • Developed and implemented three-year strategic plan for the public policy unit addressing a wide range of social issues, including ethnic disparities in health care.
  • Raised nearly $3MM in funding over 4 years with organization through foundations, events, and gifts.
  • Managed/oversaw over $2.5 million in major project initiatives related to bias against Muslims, Arabs, and South Asians. Led RFP selection process of over 300 proposals for major funding initiative.
  • Organizational spokesperson on public policy issues. Panelist at numerous national and regional conferences.
  • Created national/regional partnership with corporate foundation to address racial and ethnic healthcare disparities. Secured $200K to support initiative.
  • Responsible for developing and coordinating regional advocacy strategies for over 40 regional offices. Led national volunteer task force to assess marriage equality and implications to the organization.
  • Oversaw staff development and implementation of national e-advocacy effort.
  • Successfully directed the NCCJ Community Conversations on Race Program, a deliberative dialogue program with nearly 3,000 participants in the Greater Hartford, CT region. Program was recognized throughout the state as a model. Region's largest and most visible program.
  • Designed and implemented several public forums related to race relations in the Hartford region including Anniversary Celebration featuring author Beverly Tatum. Consulted with private and public organizations on workplace diversity issues and in developing strategies to implement programs to change the organization.
Jun 1999 - Mar 2001

Vice President

GE Capital

Responsible for all aspects of business development and client relationship management involving the sale of SBA loan products to businesses ranging in revenues from $1 million to $25 million. Utilize consultative sales approach to identify, analyze, and serve client needs. Directly involved in every phase of the concept, development, structuring and closing of loans. Review business plans. Identify, analyze and resolve a variety of issues involving underwriting and customer service.

  • #1 Sales Producer of 15 hired nationally in June, 1999.
  • Closed $10 million in sales volume in first 18 months.
  • Currently ranked in the top third in sales performance nationally.
  • Prospected 2,000+ accounts in Connecticut and Rhode Island.
  • Established strong referral network in Greater Hartford area.
Jan 1998 - Jun 1998

National Account Executive

MELLON BANK

Marketed and sold electronic banking services to large financial institutions and wholesale customers throughout New England. Featured products included off-line debit card processing and ATM terminal driving.

  • Developed and executed a regional strategic sales and marketing plan which included specific objectives in the areas of: total sales volume; new client acquisition; customer retention; product introduction and profitability. Managed the full cycle of business development and management. Expanded relationships with existing accounts while aggressively pursuing new business relationships.
  • Developed and implemented a highly effective lead generation system. Identified and made initial presentations to 100+ new prospects within a year.
  • Developed and closed three major accounts within the first year.
  • Successfully introduced and cross-sold a new product to existing customer base.
Jan 1991 - Jan 1998

Assistant Vice President/Account Executive

ALLFIRST BANCORP
  • Marketed and sold an array of high quality financial products and services targeting Fortune 1000 companies. Managed a $20 million loan portfolio in the Washington DC metropolitan area. Negotiated and structured various credit facilities for private and public companies in diverse industries. Increased revenues each year by 15% with average margins of 35%.
  • Negotiated and structured various credit facilities for private and public companies in diverse industries. Managed the complete cycle of business development and client relationship management; marketing, client consultation; needs analysis; proposal development; underwriting; negotiation
  • Managed a large corporate base of 50+ client corporations. Performed all credit analysis and loan presentations. Called on high level executives, focused on the Assistant Treasurer through the CEO.
  • Managed $20 million loan portfolio in the Washington DC metropolitan area. Negotiated and structured various credit facilities for private and public companies in diverse industries. Visibly represented the bank in the community.
  • Increased revenues each year by 15% with average margins of 35%, versus division average of 30%.
  • Completed formal credit training program.
  • Supervised, mentored and trained newly hired Credit Analysts.

Education

Education

B.S.

Elizabethtown College
1989 - 1991

MBA

University of Maryland - Robert H. Smith School of Business

Portfolio

Skills

Skills

Software Applications

Powerpoint, Excel, Word, Mac applications

Certifications

Certifications
2010

Series 7 Securites License

FINRA

References

References

Betsy Pigeon

Brian Foss