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ROBERT M.&;S EXECUTIVE RESUME
ORANGE COUNTY. CALIFORNIA
Passionately Driven Sr. Executive & Consultant Available To Help You NOW
Leader Experienced Savvy Agile Dynamic Valuable Financial and Management Consulting | Sales Operations Project Management Crisis and Turnaround Management | Strategic Planning & Implementation | Training
A visionary and innovative executive who is visibly passionate and has the emotional intelligence, savvy, financial acumen, experience, judgment and discipline required to consistently drive exceptional results and insure overachievement by creating a thriving culture, being handson and leading by example.
My career spans four decades; touches several continents; encompasses many industries; involves helping hundreds of individual and organizations; and includes providing disciplined, focused and ethical leadership at Bank of America, Shearson Lehman Brothers, Transamerica, MetLife and other firms.
An agile and dynamic leader who creates loyalty, trust and following by motivating people; and by making crossfunctional cooperation happen in a fastpaced environment. With a high level of energy and dedication and an unrelenting drive to succeed and win, I enjoy rollingup my sleeves and diving deep. A seasoned manager with the ability to lead during change; think creatively and strategically; and, plan logically making sure ideas and issues are thoroughly evaluated. By encouraging innovation while maintaining a strong focus on execution, I attract and engage strong talent through enthusiasm. An effective and straightforward communicator who sets clear direction and expectations, holds people accountable and celebrates individuals and teams for their achievement. A charismatic, credible and accomplished negotiator who believes winning is an attitude, not an event, and closes winning deals.
Provide disciplined, ethical and focused leadership that will deliver success based on a culture of respect, mutual benefit and achievement. Overall leadership and executive excellence in problem solving, accelerating growth and driving sales to increase revenues, profitability and market penetration. Ability to design and implement strategic plans via competitive analysis and customer segmentation; and, to develop and implement strategies and tactics to expand market presence. Can effectively apply deft skills and ingenuity to complex situations with competing priorities. Capable of driving execution while upgrading talent; establishing sales goals and operating metrics; and, monitoring the achievement of those goals, including taking necessary actions as needed to ensure sales targets are achieved are surpassed. Proven success in scaling both sales and operations forces. Accomplished in the implementation of repeatable processes, systems and best practices required to ensure improved operations and increased customer satisfaction. Demonstrated success in a highgrowth environment with an entrepreneurial mindset. Competent in managing all phases of the business cycle.
ROBERT M.&;S EXECUTIVE RESUME .. Page
Director of National Operations Major Health Insurance Administrator Confronted with homegrown managers in a culture that resisted change, it was necessary for me to lockin on my primary objective which was to help prepare the company for the new requirements of Health Insurance Exchanges and the Affordable Care Act ACA. National Operations New Ancillary Product Product was launched prematurely and lacked the operational infrastructure to adequately support an overwhelming reception in the marketplace. I immediately restructured operations; streamlined management and hired and trained effective processing, underwriting and customer care teams. IT did not provide sufficient support to automate processes as planned. Working together with the directors of Lean Six Sigma and Business Process Improvement, we developed our own manual and automated processes in order to meet growing sales demand without compromising product integrity. To prepare for public and private exchanges, I created metrics, documented processes and defined requirements. Significantly due to my leadership, the product enjoyed a very successful first year. Shared Services Operations Print Mail Quoting Inventory Fulfillment Document Imaging Efficient operation of Shared Services was critical to participation in the state exchange programs. During its sixteen year history, there had been limited changes in the business units. I analyzed all operations and implemented major changes that increased efficiencies and facilitated growth. Due to burnout at the management and employee levels, morale was a significant problem. I initiated a strategic campaign to improve the culture by creating a Vision Statement and core values. To enhance the efficiency of a new SharePoint site and proprietary dashboard, all critical functions and processes were revised; and instruction files were uploaded to SharePoint. Metrics were placed in effect to track and improve individual, business unit and departmental performance. I was successful in cutting costs for material, labor and vendor services through an aggressive program which entailed installing a new inventory control system and negotiating better prices with vendors. My accomplishments included developing a Business Recovery Plan; and, was instrumental in planning for the requirements of the state exchanges and engineering extensive preparatory steps. Colombian Investment Company Outside Consultant Over years, I advised a client in Bogotá, Colombia in the planning and structuring of a private investment fund focused on public and private projects in the energy, transportation and travel and leisure industries. My achievements encompassed identifying specific investment opportunities in Colombia with an emphasis on "green" and "socially responsible" projects that would make a positive impact, My deliverables included the development of a comprehensive strategic plan covering financial, legal, operational and marketing requirements. And, I delivered potential investors from the U.S. and globally. I traveled to Colombia to tour proposed project sites; review potential investments; and, meet with clients, investors and government officials. This engagement was exciting and successful. Washington Drug Card Outside Consultant Over years, I have provided consulting services to this discount prescription program related to creating and implementing numerous marketing strategies which proved effective in making Washington Drug Card one of the most successful and profitable in the country. Additionally, I provided consulting services related to targeting the U.S. Latino market identifying specific geographic areas and developing strategies for rapid and aggressive marketing.
ROBERT M.&;S EXECUTIVE RESUME .. Page
Career Highlights continued
Mortgage Banking Director of Latino Group Major mortgage company marketing retail subprime loans through TV and cable ads. I was brought in to create a division specifically targeting and the Spanish speaking market across the U.S. Given carteblanche, I hired and trained over one hundred bilingual English/Spanish loan agents and support staff in two weeks and jumpstarted an aggressive advertising and sales campaign. I successfully motivated my Latino Group through strong leadership and personal involvement on every level of sales, operations and customer care. I divided my sales force into teams and identified them with Spanish names e.g., La Playa, Las Montanas and El Valle. We created strong unity with a Vision Statement for the Latino Group, "Ayudando Nuestra Comunidad Latina" helping our Latino community. We produced a high volume of profitable loans because of our commitment to our Core Values.. Financial Services Bank of America | Shearson Lehman Brothers | MetLife | Transamerica As a Registered Principal and Registered Investment Advisor, I sourced clients, built relationships and delivered a widerange of financial services through my signature investment process based on needs analysis and a consultative sales approach. At Bank of America Investment Services, I was assigned to two unwanted and underperforming territories that were essentially centered on the Latino and Asian markets. I quickly embraced the opportunities and forged strong alliances with the over + employees in the branches I served. At the end of my first year, I was Investment Specialist of the Year and continued to be a top performer. At Shearson Lehman Brothers, I focused on the Entertainment and Food and Beverage industries. I met the needs of successful clients with substantial assets and assisted in the management of their fixed income and equity portfolios, helped them plan for retirement and preserved family wealth through estate and tax planning. Capitalizing on my understanding of restricted and controlled securities. I facilitated the sale of stock and the financing for the exercise of stock options. Investment Banking California Securities Corporation | CaliforniaGroup Private investment banker acting as principal or financial advisor specializing in middlemarket M&A. Personally initiated, negotiated and closed dozens of deals. Arranged mezzanine financing and managed portfolio companies in crisis and throughout turnaround with P&L responsibility.
Professional Skills and Training
Fluent in Spanish | Technically Savvy | Engaging Speaker | Available to Travel | Effective Trainer Microsoft Proficient | Word | Excel | Publisher | PowerPoint | Access | Visio | SharePoint New York Institute of Finance | Investment Management | Securities Analysis Specialized Training | Leadership | Management | Motivation | Negotiating | Finance | Economics | Sales
Personal Value Statement
Known for my focused approach, I am driven to excellence and have consistently exceeded objectives by establishing creative systems for optimizing operations and increasing sales. I am agile and decisive and take calculated risks in order to deliver results. I am effective in managing P&L, cutting costs, restructuring organizations, sourcing and nourishing relationships; and, in contributing to the growth of an exciting and thriving culture. Recognizing that the way we do business has dramatically changed over the years, I have invested the time and energy to stay visionary and innovative. My passion is my personal signature which could be a valuable asset by helping you start a new project or taking an existing one to higher levels. I am proud of my accomplishments and ready to engage.