Kyle J. Forbes
acehuo@r.postjobfree.com
OBJECTIVE
To utilize my experience in the financial services arena in a
managerial/sales/marketing/advertising market to enhance an organization's
overall productivity
WORK EXPERIENCE
Managing Portfolio Director
November 2013 - present
Everest Merchant Services New York City, New York
Financial Services
Servicing Corporate and Commercial Credit Processing accounts nationwide with
portfolio services covering Credit Card Processing
Customized POS Systems
Smartphone Applications
E-Commerce Solutions
Gift Card & Loyalty Card Programs
Payroll Services
B2B sales..; management review of accounts,
Executive Director
November 2007 - present
Bluprint Financial Services Virginia Beach, Virginia
Financial Services
Financial Advisory for consumer and commercial organizations. Estate planning,
annuities, and insurance products. Staff of 18 loan officers in three states. Loan
origination of VA, FHA, Reverse, and extended term mortgages. In house lead
generations thru numerous sources. Monthly net loan revenue of 4milion. Identify
and purchase new lead sources. confer with direct lenders and brokers to insure
best possible loan for customer and loan officer. $250k in personal net worth in
the last three years.
Consultant
January 2011 - October 2013
Verizon Business Hampton, VA
Telecommunications Services
Lead Consultant for commercial and residential clients of FIOS and VZ services
including wireless. Ranked in top 2% of organization in sales volume for three
year 2011-2013 with over 10M in sales( documented).
Lead Consultant for commercial/residential division of FIOS and VZ services
including wireless. Ranked in top 2% of organization in sales volume for three
year 2011-2013 with over 10M in sales( documented).
Assistant Sales Manager/Senior Loan Officer
November 2004 - November 2007
HSBC/Beneficial State:Virginia
Financial Services
As part the HSBC group consumer lending division, responsible for the
acquisition of new accounts ranging from signature loans to refinancing home
mortgage loans as well as providing our customers with a host of anciliary
products, consisting of insurance programs, home protections plans, and auto
refinance loans. Since hiring, ranked in top 1% in the country amassing over 16.7
million in product sales.
Internet Consultant
March 2002 - November 2004
TRADERONLINE.COM Virginia Beach, Virginia
Internet Services
As the parent company of AUTOTRADER.COM Responsible for the truck
division's Account Management for multiple territories in which clients are
advised as to the direction their internet marketing and advertising shall be
addressed. Client Acquisitions as well as a Dealer Site maintenance reports are
continuously submitted to ensure client service. Overall reporting of assigned
client list is managed on a weekly basis.
Internet Director/Sales and Leasing Division
December 1999 - March 2002
Volvo Cars of North America DC South Region - Virginia
Manufacturing - Other
Responsible for the DC Southern Region in regards to all interactive media/
internet services and training. Implementing training manuals as well as
introductionary interactive CD materials of upcoming vehicle launches. Maintain
database of several dealerships activities and progress reports.
Interactive Media Director
January 1996 - December 1999
THOMSON FINANCIAL SERVICES\SECURITIES DATA PUBLISHING New
York City, NY
Financial Services
Develop and maintain aggressive/competitive e-business strategy with a clear
vision for implementing strategy to reach predefined objectives. Analyze Internet
marketing and online product strategy. Strategize and integrate e-commerce
applications and alliances to provide full value to users and advertisers. Identify
and develop new online advertising and marketing programs to ensure the
constant evolution and success. Initiate traffic reports for all incoming media
buys. Conducted sales to conference and trade show attendees of the personnel
management industry. Prospect all new sites during trade shows and
conferences nationwide as well as during conference calls and media demos.
Conducted corporate sales to financial service professionals involved in the
investment advisory industry. Responsible for budget reports for client updates.
Instituted training material for department.
Executive Sales Associate
January 1994 - January 1996
THE WALL STREET TRANSCRIPT PUBLISHING GROUP New York City, NY
Printing and Publishing
Responsible for arranging interviews with corporate executives of publicly traded
companies. Conducted interviews with stock market analysts for CEO
Confidential Section of the publication. Initiated status reports of outstanding
manuscripts awaiting publication. Upgraded the advertising sales margin 50%
since arrival.
Senior Marketing/Sales Associate
February 1992 - January 1994
Fairchild Publications New York City, NY
Printing and Publishing
Coordinated Financial Fax newsletter for New Media department. Supervised
staff of 15 sales representatives in marketing sales, market research, analysis,
subscription and advertising space sales.
Financial Marketing Manager
February 1991 - February 1992
FINCO FINANCIAL SERVICES CORPORATION New York City, NY
Financial Services
Responsible for supervising staff of 20 commercial collections telemarketing
representatives. Updated all data entry information on all present and
prospective clients.
City Seasonal Aide/Technical Support Aide
November 1988 - August 1990
NYC DEPARTMENT OF HOUSING PRESERVATION AND DEVELOPMENT
City Of New York, New York City, NY
Government and Military
Assisted payroll department with data entry into the Payroll Management
System. Conducted pension benefit reports. Assisted Operations department
with troubleshooting hotline and aided in the installation, maintenance and
removal of all city agency computer systems
EDUCATION
Certification,
January 2004 - February 2004
GSMIC/Certified Financial Analyst Chicago, Illinois
Certified Financial Analyst
Certification,
November 1999 - March 2002
Volvo University/Certified Internet Manager State:Virginia
Certification,
July 2000 - August 2000
AUTOBYTEL UNIVERSITY Dallas, Texas
INTERNET AUTO SALES MANAGEMENT TRAINING
Bachelor's Degree,
June 1993
CUNY/HUNTER COLLEGE NEW YORK
POLITICAL SCIENCE
CERTIFICATION
Property & Casualty License
February 2005
Limited Lines Credit Property and Casualty Insurance License
Life Agent, Property and Casualty Broker-Agent
April 2010
Licensed Life, Health, and Annuities Producer
SKILLS
Typing/ 55 Exp
wpm ert
LANGUAGES
Span Begin
ish ner
PROFESSIONAL MEMBERSHIPS / AFFILIATIONS
HARBOR TRACK CLUB
BLACK STUDENT ORGANIZATION/PACE UNIVERSITY
Alpha Phi Alpha
REFERENCES
Kenneth Elliott
Tech Support, New York City Mayors Office
Professional
Hannibol Sullivan
West Coast Director, Boy Scouts of America
Professional