Senior Executive - Finance Investment Resume Search
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Senior Executive Resume


Desired Industry: Finance/Investment SpiderID: 27448
Desired Job Location: columbus, Ohio Date Posted: 6/25/2009
Type of Position: Full-Time Permanent Availability Date: 07/01/09
Desired Wage: 65000
U.S. Work Authorization: Yes
Job Level: Management (Manager, Director) Willing to Travel: Yes, 25-50%
Highest Degree Attained: Other Willing to Relocate: Yes


Objective:
Motivated Professional driven by results, and proven with experience in Sales and Public Relations in the following areas of focus; Corporate and National Accounts, Business Development, C-level alignment, vertical markets, Project Management, and Vendor/Partner Management. Skilled Communicator proficient in interacting with C-Level figures working effectively and efficiently toward tailoring and executing strategic business plans and solutions.


Experience:
SENIOR ACCOUNT EXECUTIVE
Cavalier Business Telecommunications 06/08- present Dublin, OH

• Corporate & National Account Voice and Data Sales for Business Solutions.
• Increased Clients revenue with forward- thinking, innovative “Big Business” solutions for today’s Markets.
• Improved my Clients Telecom performance by 20%-30%, while lowering cost and overhead by an average of 30%.
• Provide Clients Superior Service in the arena’s of:
Disaster relief and redundancy telecom initiatives, DS3 45m pipes.
Real Estate and Property Management Telecom.
PRI, DIA T’s, Voice T products, DS3 pipes, Business web- hosting.
• B2B Major Account Acquisition in Business Telecom Solutions Industry.
• Responsible for Midwest Market, including Columbus OH.
• Complex Solutions tailored to Business IT demands for sophisticated, highly-developed Telecom Services as solutions to case development.
• Partner/Vendor Management:
Partner agreements and contracts negotiated with Local & National IT companies to provide
Clients the highest level of service and efficiency for all IT and Telecom needs.
• Identify Vertical Markets and execute action plans with C-level Executives.

Awarded “Team Most Improved” in Sales after 1st month with company

FINANCE/ SALES RECRUITING AND LEAD BUSINESS DEVELOPMENT
iforce Professional 10/2007 – 06/08 Columbus, OH

• Lead Finance Recruiter, Business Development & Acquisition Manager.
• Corporate & National Account Sales.
• SALARY and CONTRACT NEGOTIATION on a National Account level.
• B2B LARGE ACCOUNT ACQUISITION AND MAINTENANCE
• Led Professional office in billable hours, gross profit, and revenue.
• Conducted onsite visits with clients to get a better understanding of what each company
and position entailed.

• Worked with HR Directors, Controllers, and CFO’s to gain perceptive understanding of each
professional position and market my coordinating professional candidates.
• Professional positions placed have also included Controllers, CFO’s, Senior Accountants,
Financial Auditors, and Financial Analysts.
• Focus efforts on Finance, and Accounting professionals.
• Employer Recruiting Professional Experience with CareerBuilder, Jobs In The Money, and The Ladders.
• Responsible for my individual sales growth, and for all weekly hours, payroll and employees
administrative duties.
• Personally staffed our internal Accounting department.
Networking with CFO’s and C-Level Buying Influences and Decision Makers daily.
• ACG Columbus Business Networking Member.
*Iforce Professional division lost funding and ultimately iforce went out of business.

SALES/ PUBLIC RELATIONS
Tech Star Inc.10/2001- with intermissions 2100 Clay Rd. Junction City OH

• Sales in the Oil Field and Natural Gas Industries.
• Supplied several of Ohio’s larger Oil Well Drilling and Exploration Companies with everything
Required to achieve and reach “drill in” depth.
• Communication with customers, developing and maintaining professional industry relationships.
• Oil spill confinement and clean- up initiatives following State and Federal E.P.A. guidelines.
• Tank battery hook-up,
• Natural gas line laying and inspection.
• Pressure tested strings of pipe in-house, exceeding industry safety standards.

Developed a well- rounded understanding first hand of how a true commodities
Influenced company is affected by changing market trends.


JUNIOR BROKER
Raymond James Investments 1/03- 2/04 Dublin, OH

• Broker/ Dealer, and Client Relations.
• Implemented New Business Development strategies/Client Acquisition activities.
• Office management, all paperwork and processing of Investment Vehicles.
• New Accounts, Account transfers, and Account maintenance.
• Assisted Managing Advisor during market hours.
• Trade reports, ticket reviews, and confirms after execution.
• Daily operational and compliance reviews/ account and money distribution.
• Daily Client deposits and payouts.
• Cold calling on potential target clients.

Parted only due to Broker Dealer Relations transitioning to AIG.

INTERN – WEALTH MANAGEMENT
PaineWebber 02/01-08/01 Columbus, OH

• Wealth Management Advisor activities.
• Trade reports, ticket reviews, and confirms after execution.
• Knowledge of all Investment vehicles and markets.
• Assisted Managing Advisor during market hours.
• Applied knowledge of securities to market overviews and client needs.



PUBLIC RELATIONS/ MARKET RESEARCH
The Craig Group 06/97-01/01 37 W. Broad St. Columbus, OH

• Campaign management
• Political lobbying and consulting.
• Market research, consumer image and attitude studies.
• Public Relations and Media Relations.
• Developed and worked on a campaign management team that
successfully lobbied different political and business related issues
around the Columbus area to which ultimately their issues were
placed on ballots and passed.
• Worked in conjunction with Mount Carmel Hospital in pursuing their
goals of bringing branch hospitals to surrounding areas.


INTERNSHIP
McDonald Investments/ Key Bank 06/98- 12/98 Lancaster, OH

• Broker/ Dealer, and Client Relations.
• Office management, all paperwork and processing.
• New Accounts, Account transfers, and Account maintenance.
• Assisted Managing Advisor during market hours.
• Trade reports, ticket reviews, and confirms after execution.
• Daily operational and compliance reviews.
• Weekly Client & Office deposits and payouts.



Education:
EDUCATION

• Business Finance Major September, 1999-
• Ohio University Athens, Ohio - Attended
• Ohio State University Columbus, Ohio -Attended



Skills:
SKILLS

• Microsoft Office Suite Products.
• Gorilla- Bill Good Marketing software
• Internet research and operations.
• Strong verbal and written communication.
Proven in Sales and Client Relations.




Additional Information:

For your consideration,


Motivated Professional driven by results, and proven with experience in Sales and Public Relations in the following areas of focus; Corporate and National Accounts, Business Development, C-level alignment, vertical markets, Project Management, and Vendor/Partner Management. Skilled Communicator proficient in interacting with C-Level figures working effectively and efficiently toward tailoring and executing strategic business plans and solutions.

With solid experience in sales, public relations, marketing, and my background in the financial industry, I believe my background enables me to quickly adapt and help any corporation. As you will notice in the enclosed resume, I have been fortunate with previous experiences helping fine tune such inherent traits and skills as leadership, Campaign Management, Media and Public Relations, and sales techniques. I am team and detail oriented, work well under pressure, truly enjoy working with people, and in view of my career, am a competitive and extremely motivated individual.

While with The Craig Group, which is a Market Research and Public/ Media Relations firm in Columbus, OH; I had the privilege of working on a Campaign Management team that in conjunction with Mount Carmel Hospital helped in pursuing their goals of bringing branch hospitals to surrounding counties.

If you are seeking an individual who is as career-committed as it takes to achieve total success, then please consider what I have to offer. Thank you very much for your attention and consideration. I look forward to discussing with you the ways I can contribute to your organization.

Sincerely,


Shaun Wheeler
sdwheeler78@gmail.com
614-804-6834


Reference:
Available upon request.


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