b'NAME\naddress\ncity, state, zip\n\nphone\nemail\n\nFINANCE INDUSTRY EXECUTIVE\n(CFO / CEO / COO / EXECUTIVE VP)\nChief Problem Solver\nCorporate & Financial Planning \xef\x82\xa0 Strategic Partnerships \xef\x82\xa0 Financial Controls Securities\nPortfolio Management \xef\x82\xa0 Financial & Stock Analysis \xef\x82\xa0 Banking & Investment Products\nTax Planning & Compliance \xef\x82\xa0 Start- up or Turnaround Ventures \xef\x82\xa0 Capital Budgeting and P&L\n\nCORE STRENGTHS\nROI Focused Business\nPlanning\nStrategic & Tactical\nDirection\nRisk Assessments &\nLoss Management\nShareholder / Investor\n& Client Relationship\nManagement\nCommunicate\nprecisely to all staff\nlevels\n\nHigh-performance executive with start-ups, small & midsize companies and clients \xe2\x80\x94\nCatalyst for designing solutions to develop business requirements, and/or fix & modify\nbusiness problems, and create and implement integrated requirements and best practices.\nConsistently capture and increase market share\nSpearhead high-growth businesses; exponentially propel production and ROI into the\nmillions of dollars. Define strategic direction, plan business initiatives, and create\norganizational development and sales solutions, launching start-ups or overturning\nunderperforming operations\nDriven leader with desire to excel as top in industry. Conquered all positions to date, e.g.,\nranked #1 in a company of 2,500 as a financial specialist after only six months\nInitiated a mentorship educational program and followed in the footsteps, on-the-job, of\nsuccessful, high speed CEOs of various firms\n\nPROFESSIONAL EXPERIENCE\nExecutive Vice President / Regional Branch Manager, Major Bank, Los Angeles, CA\n\nxxxx\xe2\x80\x93xxxx\n\nPromoted to Executive Vice President within two years. Supervise operations for 68 financial specialists and\nanalysts and eight branches. Accountable for P&L and large-scale daily operations. Identify, generate, and grow\nrevenue for new and existing clients. Keen ability to project data, estimate probabilities, and draw conclusions.\nLead sales planning meetings.\nAnalyze operations, formulate and implement difficult recommendations including innovative concepts to\nstreamline processes, greatly improve productivity, and boost bottom-line profits. Develop accurate sales forecasts\nand operational budgets. Manage multiple, diverse projects. Resolve the most complex problems.\n\xef\x81\xb1 Catapulted wallet share of existing customers and improved service measurement scores in all eight\nbranches by 32% in 14 months. Boosted growth and retention doubling goals at the half-year mark.\n\xef\x81\xb1\n\nObserve and review operations. Design customer service training programs and lead seminars. Conduct\ntraining in 35 branches. Coach and mentor staff in complex compensation plans. Trained personnel during\na merger, retaining 99% of customers and maintaining higher than normal customer service ratings.\n\n\xef\x81\xb1\n\nEstablish, manage, and nurture a portfolio of affluent relationships. Member of community advancement\nexecutive team. Advise community businesses regarding financial requirements (401K programs, debt\nfinancing, nego payroll, direct deposits, retirement planning, and expense and balance sheet analysis).\n\n\xef\x81\xb1\n\nCoach clients to define serious financial goals and objectives. Sell, manage, or work with a full-spectrum of\ncomplex financial products, credit and capital structures: real estate sales, auto loans, debt consolidation,\nsmall business leases, underwriting, loss management, trading, insurance policies, mutual funds, treasury\nbills, tax consulting, investments, portfolio management, securities, wire transfers, annuities, and others.\nPersonally manage transactions worth $80M+ monthly.\n\n\xef\x81\xb1\n\nProvide quality administration and regulatory compliance to individuals and corporations. Advisor for\nNYSE and NASDAQ requirements, tax and fiduciary law, and banking policy.\n\n\x0cNAME\n\nPage 2\n\nSales Manager, Parts R Us, Anaheim, CA\n\nxxxx\xe2\x80\x93xxxx\n\nRecruited by Parts R Us to turnaround underperformance and unmet sales goals, gone unchecked for over\nthree years. Evaluated current operations and cross-trained personnel, meeting sales goal within two months\nonboard. Developed more commercial business in the first seven months than the entire previous two years\xe2\x80\x94\nincreasing sales by 110%.\n\xef\x81\xb1\n\nCreated relationships with numerous other auto parts stores and auto dealerships, establishing company as\nthe dominant supplier for parts and accessories. Personally managed supply orders and inventory while\nguiding the merger of the company.\n\n\xef\x81\xb1\n\nGuided conversion of 11 other stores including systems integration, problems resolution, staffing, and local\nmarketing.\n\nCOO/Owner, Mail and More, Fullerton, CA\n\nxxxx\xe2\x80\x93xxxx\n\nOperated six franchise stores and supervised, trained, and evaluated 50+ employees. Trained new franchise\nowners. Managed staffing and created effective cross-training programs\xe2\x80\x94so well received that other owners\nsent their staff for training. Overarching management for capital budgeting, technology and system\nintegration, accounting, customer service, expense planning, lease contracts, cash and asset management, and\nbusiness requirements. Performed an extensive industry risk management study.\n\xef\x81\xb1\n\nCoordinated marketing for 43 area stores, negotiated marketing contracts with local media, and boosted\nsales 46% across the board within eight months.\n\n\xef\x81\xb1\n\nQuickly turned around one store producing negative cash flow, in five months, with 150% increase in cash\nflow. Renegotiated leases and generated a 200% increase in sales in seven months.\n\n\xef\x81\xb1\n\nLowered the cost-basis of one store in 1.8 years by purchasing equipment for pennies on the dollar from a\nstore going-out-of-business and renegotiating leases\xe2\x80\x94tripling bottom-line profits.\n\n\xef\x81\xb1\n\nProduced positive cash flow through due diligence visits, gaining exposure to key executives in growing\ncompanies, and marketing initiatives: direct mailings, market research, and public speaking.\n\nEDUCATION, PROFESSIONAL DEVELOPMENT & CERTIFICATES\n\xef\x81\xb1\n\xef\x81\xb1\n\xef\x81\xb1\n\xef\x81\xb1\n\nMBA, University of California, xxxx (GPA: 4.0)\nExecutive Development Program, ABC Corporation, Los Angeles, xxxx (2-year rotational program)\nCollege of Financial Planning, CFP and AAMS certificates, xxxx\nInitiated an executive level mentorship program: Enlisted the coaching and mentoring of CEOs, COOs and\nMarketing Professionals of various firms and studied their work ethics, management practices, time\nmanagement, organizational and communications skills. Followed closely in their footsteps and learned\ndirectly from successful business executives, xxxx\nTECHNOLOGY\n\n\xef\x81\xb1\n\nProficient use of various financial software including mortgage planning, investments, loans, Roth IRA,\nretirement, Evergreen Architect, TESS, MS Money, and Excel, Word, and many others\n\nAWARDS\n\xef\x81\xb1\n\xef\x81\xb1\n\xef\x81\xb1\n\nRegional Manager of the Year, xxxx and xxxx\nBranch Manager of the Year, xxxx, xxxx\nSales Manager of the Year, xxxx-xxxx consistently'