Resume for Jeffrey D. for Executive Manager / Financial Services in Indianapolis, Indiana
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JEFFREY L. D.
E. Banta Rd.
Home / Work:
Accomplished senior, wellcredentialed financial and organizational executive, experienced in
corporate, entrepreneurial environments and cultural sensitivity in the U.S. and overseas. Record of
success in program/project development leadership, process and team development and
organizational and financial management.
Broker for global project funding. Project developers and funding sources $M$B USD
Provided executive leadership. Created own company; initiated corporate policies and procedures;
enhanced banking relationship and doubled the credit line; hired executives
International business development. Negotiated sales contracts and enhanced business practices
consumer finance, product pricing, credit underwriting, inventory control, property/loan management
Successful Chapter reorganization. Provided policies and best practices necessary for major
international resort developer $M revenues, resorts to exit Chapter .
Policy creation, financial management. Business/program development; P/L responsibility; risk
management and compliance; chaired committees; written/oral presentations to diverse audiences;
intuitive understanding of business needs reflected in % sales growth.
Enhanced revenues. Management and analytic activities in commercial and investment banking;
implemented $M fee enhancement program at each of two banking institutions.
Strategic planning. Developed marketing programs for financial and consumer product entities;
oversaw banking institution’s risk management analysis and resort developer’s product pricing.
Facilitated corporate initiatives. Funding, consolidations, joint ventures, stock/debt offerings,
divestitures, new business/technology/product implementations
Organizational development. Installed executive management team; enhanced international market
share; implemented best business practices; facilitated corporate reorganization.
StarElite Capital Group / D. International LLC
Senior Principal/ Managing Director
Brokered global business/project funding equity/debt and private placement programs through
invitationonly, nonsolicitation international programs. Built network of associates throughout U.S.,
Asia and Europe; maintained successful domestic and international affiliations; focused on
prospective client funding requests of US$ million or more across multiple industry sectors
including real estate, energy, medical, leisure and hospitality.
Identified and qualified prospective clients; presented requests to funding sources; acted as
intermediary for client and funding source.
Created D. International to focus on global project funding opportunities such as commercial
development and developed new global funding sources.
Chief Financial Officer
Business Management. Set strategic and financial direction in response to growth annual sales of
$M$M; stabilized corporate funding/banking relationships; oversaw manager/client
relationships, negotiated corporate contracts; developed corporate and project business plans;
managed vendor relationships, products/ programs, budgeting, forecasting.
Sales and Marketing. Negotiated contracts; formulated commission compensation structures;
developed cost analyses; analyzed marketing activities to focus on profitable ventures.
Operations. Oversaw product development; negotiated contracts; replaced management systems.
Other. Consulted with advisory groups, managed website design and development.
JEFFREY L. D.
E. Banta Rd.
Home / Work:
Senior Financial Executive
Executive Financial Management. Oversaw pricing/credit practices, sales and marketing, inventory
control and policy development as corporation underwent Chapter reorganization.
Financial Policy Development. Created corporate financial policies on pricing, credit, inventory.
Implemented best practices in client policies, enhanced financials and client relations.
Implemented and maintained international pricing and credit policies—addressed acquisition
consolidation issues during Chapter reorganizationnumber of resorts managed and property
ownership had increased fold in the four years between IPO and Chapter filing.
Chaired executive committees on sales, products, projects, issues and policies.
NatCity Investments, Inc.
Vice President / Equity Research
Discovered early stage growth companies providing investment opportunities.
Expertise in commercial banking, international cell phone distribution, manufacturing.
Increased transaction trading revenues with recommendations on public companies.
Investment banker liaison referred clients for purposes of capital stock / debt enhancements and
offeringsfour successful banker participations during .
Merchants National Corporation
Vice President, Senior Asset Liability Officer, Secretary of Executive Asset Liability Committee
Secretary and senior analyst to corporate Asset Liability Executive Committee. Implemented
and produced rolling income statement forecasts and fiscalyear budgets at corporate and subsidiary
levels for working executive management committee of this $B bank holding company.
Implemented fee collection system that produced an additional $ million annually in revenues.
Conducted project feasibility studies and demographic, economic and financial analyses.
Indiana National Bank
Project manager. As MIS operations analyst, designed fee collection system and developed
measurement of customer profitability. Increased annual fee income $ million.
Ball State University—MA Mathematical Statistics with business and finance. . / . GPA. Graduate
teaching assistantship. Earned % of expenses.
Lewis CollegeBA Mathematics with business. . / . GPA. Dean’s list. Earned % of expenses.
Loyola University Rome, ItalyInternational studies during junior year of college.
Graduate Banking School, University of WisconsinDiploma
College of Financial PlanningCertified Financial Planner CFP® certification and designation
National Association of Securities Dealers NASDSeries &
Volunteers of AmericaMember, Board of Directors; chaired Finance Committee
St. Mark Church SchoolViceChair of Pastoral Council, President of PTA, Finance Committee
Operation Classroom, Sierra Leone, West AfricaHumanitarian construction and medical project
Youth AthleticsEdgewood Athletic Association and St. Mark School
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