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Raleigh, NC Cell
Seeking a key management position in a challenging business environment where
demonstrated leadership skills, proven management abilities in business, and finance,
and the ability to architect and successfully develop new concepts, existing and startup
businesses will lead to further career advancement.
FinMark Financial Group. Raleigh, NC
Business Manager September to Present
Developed concept Strategy to execution of a full Financial Services Company.
Products and Services to include Securities, Investments, Insurance, and Mortgage
Banking. Successfully obtained the necessary licenses/permits to conduct business as a
true Financial Advisor. Series ,Transaction Based, Series / Fee Based,
Insurance Products including Life, Accident & Health, LAH, Med Sup, and Property
and CasualtyCommission Based, and Licensed Mortgage Banker. Developed staff,
compliance, operations, P&L, and Multiple LLC’s Partnerships
Senior Partner Chicago, IL
March to September
Assembled a team of professionals to create an integrated solution for healthcare cost containment by using a
proprietary financial model and a wellknown healthcare data management system. End results are % bottom
line savings to employers. Professional skills include; Benefits Plan Design, Carrier/Provider/Health Plan
negotiations, Network Configurations, TPA selection, HR Administration.
HealthCare Compare Downers Grove, IL
Director of National Accounts October to March
Managed sales to Fortune companies and large insurance carriers. Created new sales opportunities through
strategic analysis of data regarding client needs and future objectives. Help to set up ideal managed care networks for
each client to maximize client savings, quality of care, and company revenues
* Developed the largest sales opportunity in the companies’ history by creating the
concepts and strategies around PrePaid Health Care.
Flying Colours USA, Inc. Glen Ellyn, IL
December to October
Developed concept with full P & L responsibility for officially licensed merchandise and
manufacturing. Responsibilities included sales, sales management, operations, new
product development, new business development, marketing, advertising, public
relations, budgeting, employee relations, and all business aspects. Created a client base
of hundreds and sales over $ . million in less than . years from scratch.
Citigroup Chicago, IL
Senior Vice President, and Business Manager
March to September
Payment Products Division
Managed the Cashier, Money Order, Foreign Exchange and Travel Payments World
Wide services as the business manager. Developed financial plans and strategies for the
unit. Effectively managed , employees worldwide through a matrix environment to
assure attainment of multi milliondollar budget and after tax profit goals. Fourth Largest
Business unit in Citigroup worldwide.
After Tax Earnings PCE were $ million with a % annual increase years in a
First National Bank of Chicago Chicago, IL
Vice President and Director of Operations
October, to March,
Managed operations, sales, marketing, and customer service for FCDC, an $ million correspondent data processing
business. Turn around project requiring superior management skills to make the "hard decisions."
Automatic Data Processing Clifton, NJ
Vice President and National Sales Director September, to September,
Business Development activity for Electronic Financial Services including ATM, POS, and Home Banking
Applications. Developed concept with community banks, credit unions, and savings and loan organizations.
Performed the second coasttocoast ATM transaction between Clifton, NJ and Seattle, WA. Industry leader in
electronic banking and allied banking transaction services.
Anacomp, Inc. WinstonSalem, NC
General Manager February to August
Recruited to manage client transition from Wachovia Services to Anacomp. Responsibilities grew from Marketing,
Sales, and Customer Service to General Manager. Orchestrated the sales and acquisitions of more than $ million.
Negotiated and acquired the NationsBank correspondent data processing portfolio.
American Bank Stationery Co. Baltimore, MD
Regional Senior Account Executive
September to January
Started with ABS as a Field Service Coordinator and worked through the ranks to Regional Account Executive.
Territories included Virginia, North Carolina, South Carolina, Tennessee, Georgia, and Alabama. Top sales leader
for years running. Turn around strategies for several withering markets.
Education: Atlantic Christian College Wilson, NC
Business Administration, Sports Medicine
Xerox Learning Systems Leesburg, VA
Certified Xerox Trainer
Professional Selling Skills and Managing for Motivation
Citigroup Executive Training New York, and Various locations
Advanced Executive Education
Managing People, Marketing Financial Services, and Credit and Risk
North Eastern Illinois University Chicago, IL
Taught Graduate level students: Employer Healthcare Challenges and Healthcare Cost
Containment classes per semester
Special Licenses: Raleigh, NC
Life, Accident, Health, Med/Sup, LTC, Estate Planning, Series & , Series & , Series & CFP in
hours various classroom for Insurance and Securities
Gary Williams Seminars, Wall Street Secrets
Raleigh Sports Club Officer, YMCA Coaching, American Red
Cross any where needed, Mentor
References: Available upon request