Portfolio Manager - Finance Investment Resume Search
Portfolio Manager - Finance Investment Resume Search
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Portfolio Manager Resume


Desired Industry: Finance/Investment SpiderID: 20867
Desired Job Location: Chicago, Illinois Date Posted: 5/6/2008
Type of Position: Full-Time Permanent Availability Date: 6/16/2008
Desired Wage:
U.S. Work Authorization: Yes
Job Level: Management (Manager, Director) Willing to Travel:
Highest Degree Attained: Willing to Relocate:


Objective:
BUSINESS CONSULTANT • FINANCIAL ANALYST •
PROJECT MANAGER

Accomplished and integrity-driven professional
offering diversified experience with success on
national and international levels; Strong
concentration and enormous success in project
management and service management and analysis.

Recognized as a savvy leader with strengths in
reengineering business processes, defining
continuous improvement processes, presiding over
lively brainstorming, building consensus,
recognizing and accelerating peer’s strengths,
delegating the “right” task to the “right person,”
and building powerful teams that can conquer any
obstacles. Intelligent business man with highly
diverse business knowledge and propensity to
initiate positive changes. Praised for prudently
managing human and financial resources and
continually extinguishing “fires.” Not afraid to delve
into new directions.

• Financial & Ratio Analysis • Crisis
Management • Regulatory Compliance
• Complex Tender & Bid Analysis • Material
Management • Business Planning
• Fiscal Management • Complex
Financial Operational • Quantitative Modeling
• Debt & Equity Financing • Troubleshooting
• Investor Relations
• Risk Assessment • Problem
Resolution • Sales Presentations
• Proposal Development • Team
Development • Raising Capital/Funds
• Personnel Training/Development •
Measurement of Productivity & Processes



Experience:
BELLA CONSULTING, INC – Cary, Illinois
12/2007 to Present
Consultant / Financial Analyst
• Conducted extensive financial benchmarking
and trend analysis of current audit clients.
• Assessed operational and business strategies of
clients and prospects, including working capital
analysis and process improvements that streamline
workflow, improve operational efficiency and
increase financial performance.
• Developed cost management analysis, activity-
based costing and standardizing costs for
manufacturers’, institutions’, and other accounts
that hired my services.
• Performed business assessment of core
functional processes for an Investment
Bank/Venture Capital firm, and firms that needed
assistance.
• Expertise in Project Analysis, Debt Analysis, and
Case Study and Excel models and presentations.

CAPITAL STREET MORTGAGE, LLC – Schaumburg,
Illinois 5/2004 to 12/2007

President / Owner
• Financed and established a well-rounded
residential and commercial mortgage company
• Analyzed market intelligence relating to
consumers, new market and competitors.
• Devising strategy, restructuring and re-
engineering markets to optimize sales and
performance
• Developed highly successful Mortgage
Company with a extensive variety of financial
options for clients and businesses.
• Experience in Property Analysis, Financial
Analysis, and Lending Programs
• Conducted Seminars for Investors and Potential
Business Clients



Education:
National Louis University - Business Management


Candidate Contact Information:
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