- Grew gross sales 79% by designing and executing marketing and business-development initiatives for a retail bakery.
- Increased net profit by over 10% through inventory control measures and purchasing programs for a retail bakery.
- Increased deposit base by $1.5 million month-over-month in a De Novo banking center for JPMorgan Chase.
- Reduced annual costs in the Underwriting Department of DTCC $50,000 by streamlining operations and developing a new process that merged several proprietary systems together and altered the departmental work-flow.
- Reduced DTCC's liability approximately $100,000 and promoted departmental cost savings by utilizing existing technology to create databases to manage the Corporate Action research process.
Temple University NY Metro Alumni Association
The Business Game - Sarano Kelley International
Zig-Ziglar/Bryan Flanagan - Sales Success
Ron White - Memory Training
LADACIN Network - Local Cerebral Palsy Organization
Spending time with my family
Volunteering for LADACIN Network(a local Cerebral Palsy Organization)
NJ Life Insurance
NJ Health Insurance
A results-oriented, self starter with over 15 years of work experience. Heavy concentration in financial services and food service industries. Skilled in utilizing my creative and analytical skills to solve complex business issues. Strong ability to employ innovative approaches to develop and implement solutions. Successful history of sales growth, streamlining operations, and cost reduction. Expertise in team-building and cultivating long-term internal and external relationships.
- Strategic Analysis
- Business Development
- P&L Management
- Team Leadership
- Client Relationship Management
- Interpersonal Skills
- Budget Analysis and Management
- Organizational Skills
- Inventory Control
- Process and Work-Flow Improvements
Aug 2009 - Present
Develop, grow, and manage new and existing client relationships. Responsible for acquiring new clients through effective business-development strategies. Provide protection planning, comprehensive financial planning, and investment services for business owners and individual clients. Create customized solutions with respect to needs analysis, goals analysis and risk/return analysis.
2006 - 2009
Financial Advisor and Guided Portfolio Manager
Developed, grew, and managed client relationships. Responsible for creating and implementing an individual business development program and client service model. Created customized wealth management solutions for clients based upon thorough analysis of needs, goals, time horizons, and risk tolerance.
2009 - 2009
Developed, grew, and managed new and existing client relationships. Responsible for acquiring new clients. Provided comprehensive financial planning services and financial analysis for clients. Created customized wealth management solutions.
2006 - 2006
VP / Branch Manager
Led and drove sales and service process for two new retail banking centers while growing profits. Responsible for all branch staff, branch functions and all specialist staff serving the branch. Directly managed the Assistant Branch Manager, Personal Bankers, and Sales and Service Associates. Developed and cultivated long-term business and consumer relationships.
2003 - 2005
Owner / Operator
Grandma's Bagels Inc., A New Generation
Purchased and revitalized retail bakery that had several years of declining sales and negative cash flow by implementing initiatives to create sustained growth. Performed all finance, human resource, marketing, inventory management, business development, and sales functions. Responsible for day-to-day operations of retail establishment.
2000 - 2003
Increased efficiencies through analysis and implementation of successful solutions to processing and operational issues for the securities industry. Represented the Settlement department internally and externally on project management teams as a project manager and subject matter expert. Performed end-user testing on proprietary applications for the Settlement department to ensure their integrity.
1997 - 2000
Achieved productivity gains and risk reduction through effective team building and leadership. Performed operational functions for the largest securities depository in the world.