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Banking,Credit,Finance Manager,Investor Relations,Underwriter,Venture Capital Resume
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| Desired Industry: Banking/Mortgage |
SpiderID: 16743 |
| Desired Job Location: Hingham, MA, Massachusetts |
Date Posted: 11/1/2007 |
| Type of Position: Full-Time Permanent |
Availability Date: 2/12/2007 |
| Desired Wage: 100000 |
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U.S. Work Authorization: Yes |
| Job Level: Management (Manager, Director) |
Willing to Travel: Yes, Less Than 25% |
| Highest Degree Attained: Masters |
Willing to Relocate: Yes |
Objective:
I would like to work for a company in a position where I am dealing with the public or with existing clients. I seek a position where my efforts expended and results attained are comensurate with my potential to maximize my remuneration.
Experience:
Realtor
Weichert Realtors in Norwell, MA
March 2007 to October 2007
I have made detailed and comprehensive presentations to corporate presidents regarding their purchase of commercial real estate. This included an analysis of cash flow, costs, projected revenues and potential profits on a what-if hypothetical basis, depending on various outcomes of economic growth, inflation and interest rate levels.
Consultant
Self in Hingham, MA
June 2006 to March 2007
As an independent contractor / consultant I provided my clients with a strategy which allowed them to eliminate market risk while retaining substantial profit potential through a participation in the Standard & Poors 500 Index, having returned 8.5% per year for the past nine years. The pre-eminently important feature of this strategy provides elimination of risk followed by the opportunity to achieve potential profits after a substantial decline in the S&P 500 without having to first retrace the decline in the index.
Consultant
Zedek Corporation in Hingham, MA
December 2005 to June 2006
I researched the potential profitability of the Bald Eagle silver mine in Idaho, located in the Seven Devils mountain range, adjacent to the steepest gorge in North America near the Snake River. This analysis required extensive geological survey analysis, coordination with various officials at the Idaho National Park department and a feasibility study as to the profit potential of the mine. Future silver price extrapolations based on supply-demand analysis, equipment logistical analysis and weather-related factors entered into the overall conclusions.
I also helped coordinate a feasibility study for the building of a facility for the Martha Foundation, a charitable organization dedicated to helping cognitively-challenged adult children. The study analyzed the need for such treatment on an ongoing basis, concentrating on whether the Martha Foundation could be self-sustaining by relying on funds from the private sector or whether it would require government assistance in order to become a going concern.
Additionally, I contacted several builders such as Toll Brothers, Pulte Homes to ascertain their potential interest in purchasing finished lots on luxury home golf course community, Black Rock CC in Hingham, MA. Several discussions and meetings transpired.
Consultant
Self in Hingham, MA
June 2003 to December 2005
I worked as an independent agent / consultant for various insurance companies and recommended primarily term life with a return-of-premium feature; straight life, ordinary life, whole life; and universal life with a "private pension plan" objective.
Additionally, I recommended Equity Indexed Annuity fixed policies with clients.
Consultant
Wachovia Securities in Norwell, MA
June 1999 to June 2003
I earned my Certified Financial Planner CFP desigation in January 2000 and held it until 2004. During this time I also taught several seminars at colleges, universities and law firms on "Financial Strategies for Successful Retirement". Each seminar consisted of four sessions of 2.5 hours per session. I provided a detailed, comprehensive, written financial plan which answered virtually every question pertaining to how to attain a successful retirement.
I also was personally responsible for opening a $300,000,000 account with the IBM retirement plan. I originally contacted the manager at IBM and determined that his parameters required a strategy which is "outside the box" which is also "imaginative and creative".
By setting up a meeting with a manager who met these criteria I followed up and ultimately implemented the plan with him, having proven to him that I was able to attain substantial incremental return potential for him with no additional incremental risk. (Theoretically, according to Messrs Markowitz and Sharpe who were awarded the Nobel prize in Economics for their "efficient frontier" theory, this was impossible for me to attain for him; but I did.)
Education:
United States Military Academy in West Point, New York
July 1959 to June 1963
Wharton School MBA in University of Pennsylvania
September 1968 to June 1969
Skills:
• College Grad - Business, Management, & Marketing, Communications & Journalism, Education - Teaching, Engineering, Liberal Arts & Sciences, Mathematics, Philosophy & Religion, Physical Sciences, Psychology, Social Sciences
• Sales & Marketing - Account Manager, Consumer Marketing, Coordinator, Corporate Marketing, Direct Marketing, Inside Sales, Market Research, Marketing, Outside Sales, Product Marketing, Sales, Sales Analyst, Sales Consultant, Sales Coordinator, Sales Manager, Sales Rep, Telemarketing, VP of Sales
• Accounting - Accounting, Consulting, Tax Accounting
• Banking & Finance - Banking, Finance, Finance Consultant, Finance Manager, Financial Reporting, Investor Relations, Trading, Treasury
• Customer Service - Customer Service Manager, Customer Service Rep, Customer Service Sales, Executive
• Engineering - Civil Engineering
• Executive - Director, Management, Vice President
• Human Resources - Employee Relations, HR Consulting, Training & Development
• General Insurance - Account Executive, Broker, New Business Executive, Placing Broker
Additional Information:
I am intelligent, personable, articulate, hard-working, goal-oriented, persevering, sociable and have a great sense of humor.
I am also a natural leader. I was the first cadet in the history of West Point to be elected captain of two varsity sports: Hockey and Soccer.
Candidate Contact Information:
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