CONSULTANT Experience 07/2011 Current Company Name － City State Consultant Developed new business PARS governmental retirement plan marketplace building long-term relationships school district superintendents chief business officials. Exceeded revenue gross profit goals IKON Major Account Executive, selling $1 million annually University Vermont. Executed highest level customer interaction specializing strategic relationship building solution selling. MANAGEMENT As part Management team PARS, assisted development company marketing strategies future products including national expansion. As Major Account Executive experienced sales rep local IKON team, I coached developed incoming sales reps lead six person sales team. Engaged leadership opportunities region including Six Sigma program, Business Development Manager apprenticeship, facilitating Developed new client relationships face-to-face meetings, conference attendance, telephone calls, necessary methods. Management implementation new plans ensuring consulting administration staff sufficient information successfully implement new plans. This process includes oversight review analysis, marketing materials, presentations, communication material, plan documentation plan funding. Consulted clients design appropriate successful retirement plans based needs client developed clear plan summary language communicates agreed upon plan client PARS staff. Made presentations school boards community college boards help clearly communicate benefits approving moving forward PARS program. Maintained ongoing client relationships ensure highest quality service determine current future needs. Collaborated marketing staff provide suggestions help create updated PARS marketing materials. Worked closely senior management assist development overall company-wide focused marketing strategy based current economic, legislative demographic developments target market governmental retirement plan field. 01/2007 12/2009 Company Name － City State Major Account Executive Dedicated selected major accounts responsibility increase market share. Proactively developed new customer contacts, reviewed leads, participated customers' business communication planning, successfully worked lead diverse teams formulate account strategy. Arranged business analyses customer's business communication requirements developed benchmark demonstrations, proposals value propositions exceeded customers' requirements resulting development new customers retention existing accounts applying consultative approach Fortune 1000 contacts/customers. Organized implemented post-sale delivery implementation IKON solutions customer locations. Acted primary point contact sales paperwork. Scheduled, coordinated, conducted equipment demonstrations. Maintained working knowledge applications features lines models equipment products sold. Promoted products represented company off-site customer meetings trade shows. Demonstrated leadership Business Development Manager apprenticeship Mentorship program. 10/2005 12/2013 Company Name － City State Chief Financial Officer/Owner Implemented strategic business objectives grow startup profitable business. Directed advised Project Managers proposals contracts including regarding strategic relationships. Designed implemented annual budget process supported 5-year business plan. Responsibilities included aspects financial reporting accounting, human resources payroll, taxes, cash management, banking relations, accounts payable, accounts receivable billing, risk management insurance. Exceeded financial objectives maximizing profits achievements finance management, cost reductions, productivity/efficiency improvements. Collaborated managers hire effective staff developed outside partnerships consisting designers, photographers, engineers, legal counsel. Continued next page. 02/2004 01/2007 Company Name － City State Account Executive Established maintained relationships prospective customers improve document management. Analyzed evaluated existing document process. Developed, presented, implemented customized integrated solutions list managed territory. Prepared presented sales proposals current prospective customers. Scheduled, coordinated, conducted equipment demonstrations. Maintained territory database prepared various internal paperwork. Maintained working knowledge applications features lines models equipment products sold. Understood various equipment acquisitions methods emphasis leasing. Trained customers use equipment specific applications. 05/2001 12/2003 Company Name － City State Analyst Developed financial models determine cost benefit agency implementing tax-qualified pension plans · Presented results analyses agency's board key decision makers · Advised clients regards analysis, design, implementation, administration government pension plans · Maintained direct contact client establish excellent communication marketing implementation process · Acted project manager special consulting projects involving actuarial reporting requirements, pension program evaluation, plan funding requirements · Worked closely Pacific Life Insurance Company obtain annuity rates premiums · Responsible supervising activities pension analysts ensure seamless implementation programs. Education March 2001 UNIVERSITY OF CALIFORNIA, LOS ANGELES Bachelor Arts International Economics Italian International Economics Italian Coursework includes: Microeconomics, Macroeconomics, Industrial Organization, International Trade Theory, International Finance, Statistics, Accounting, Italian Language Literature, two independent research projects. Certifications Certified Employee Benefit Specialist (CEBS) designation Wharton School Business California Life Agent License Languages Fluent spoken written Spanish Skills Accounting, accounts payable, accounts receivable, acquisitions, approach, agency, banking, benefits, billing, budget, business communication, Business Development, business plan, cash management, excellent communication, consulting, contracts, client, clients, database, delivery, document management, documentation, senior management, features, Finance, financial, financial reporting, government, gross profit, human resources, Insurance, Italian, leadership, legal, marketing strategies, marketing strategy, marketing, market, marketing materials, meetings, next, page, payroll, presentations, program evaluation, proposals, quality, relationship building, reporting, research, risk management, selling, sales, Six Sigma, Spanish, Statistics, strategy, strategic, supervising, tax, taxes, telephone, trade shows, written