Find a job that utilizes my business background and challenges my competitive personality.
Help a business owner grow their business through new marketing campaigns and sales management. Improve hiring and costs by establishing standard processes and accounting systems.
I have made the switch from a sole contributer in financial services sales to a manager responsible for profit and loss on a monthly basis, hiring and firing, buying new equipment, and planning and investing for the future, incorporating industry innovations into our product mix. I review and supervise marketing plans and pricing strategy.
Education History, Qualifications & other additional information:
Level of Education:
Masters
1996-1998 harvard university graduate school of business administration, boston master in Business Administration degree. Field Study in Information Technology and Venture Capital.
1989-1993 University Of California, Berkeley Bachelor of Science degree in Business Administration, with concentrations in Finance and Accounting, minor in English.
Personal Traveled throughout South East Asia, Israel, Japan and Europe.
Work History & Experience:
Years of Work Experience:
10 to 15 Years
Bci Dental Laboratory, INC. 2003-Present
Case Coordinator. Manage operations flow of denture cases from dentist office’s through the manufacturing process, ensuring prompt deliver to the patient. Prepare quarterly/annual budget and perform financial analysis projects for the owner. Responsible for recruiting and qualifying new employees. Implement marketing campaigns: develop concept, materials and pricing.
Renaissance Investment Partners, Llc 2001-2002
General Partner. Co-founder of a privately funded Registered Investment Advisory firm supplying clients with asset allocation advice, private equity consulting and alternative investment management services.
J. P. MORGAN Chase And Company 1998-2001
Vice President, Private Client Group. Acted as the investment specialist on a team that executes all financial markets transactions for private clients and small institutions. Advised clients with over $3 billion in assets, on single-stock diversification strategies, asset allocation, and private equity investments.
•Created a structured new client acquisition program that gathered $300 million in new assets under management and 12 new private client accounts in 2000. Revenues grew 90% to over $3 million.
•Team leader for numerous new products. Restructured existing client relationships to increase customer satisfaction and firm revenues. Motivated New York based business partners to increase product support. Provided leadership within the team for making day-to-day investment decisions.
Goldman, Sachs And Company 1992-1996
Financial Analyst, Private Client Services. Communicated current market conditions to clients and facilitated transactions. Supported individual and corporate clients with inquiries regarding investments and statements. Supervised five staff members in customer service projects.
•Created and maintained daily, weekly, and monthly analysis detailing portfolio performance returns on over $3.5 billion in diversified assets. Performed comparable financial, and risk sensitivity analysis in equity and bond portfolios.
•Identified, researched, and qualified new business prospects. Coordinated initial client meetings with participants from various functional groups within the firm.
•Participated in successful solicitation of a $700 million client. Worked closely with CFO and controller to maximize daily after tax money market returns.
•Managed a five-person team charged with improving operating structures and norms. Identified problem areas and developed processes to increase efficiencies.
