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Executive - Business Development Management

Location:
Carnegie, Pennsylvania, 15106, United States
Salary:
80000
Posted:
January 29, 2012
Email:
y0qb7r@r.postjobfree.com
Contact Info:
*. **** ***** ***.***.****


P. Mark Lantz
*** ******* **** (412) ***-****
Scott Township, PA 15106 y0qb7r@r.postjobfree.com
___________________________________________________________________________________________________________________________________________________________________________

Summary of Experience:

Mark is a highly-qualified Executive with diverse background and success as a Controller, IT Manager and Accounting Management. Mark has succeeded in being innovative in problem solving, start ups, ‘turn a rounds’ and team building for growth and efficiency. Currently, I am seeking a long-term growth opportunity with challenges.

Industries: Energy, Financial Services, Manufacturing, Non-profits and High-tech services

Skills: Accounting Management Cost Accounting Strategic Planning
Business Management Business Development IT Management HR, Benefits, Insurance Recruiting & Training Change Management

Western and Southern Life – Sales Manager - 2011

William Penn Association – Sales Director – 2004 – 2009 (Financial Services)

Created new Sales Department – Managed $23 million in revenues
Increased revenues in excess of $5.5 million, or 250% in 3 years
Recruited, trained and developed over 140 independent sales agents
Designed and implemented new sales / rate book
Instituted new business efficiencies
Improved underwriting processes
Developed and presented quarterly Board of Directors reports
Created and implemented marketing plans resulting in 100% increase in volume (in units) without increasing overhead

Dreyfus/Mellon, Allstate and Woodbury – (financial advisor) Financial Advisor 2000 - 2004

Sold Investments and insurance plans to individuals and small companies
In 2001, placed in top 10% of Allstate’s Pennsylvania financial advisors

Intelitran – Chief Financial Officer – 1999 - Short-term Turn-around position
(IT - Software for transportation industry)
$60 million in revenues

Responsible for strategic planning and the re-organization of accounting department and operations for transition and sale of the business.

Arnheim & Neely, Inc. and CB Commercial – Controller / IT Manager, 1997 – 1998
(Commercial Real Estate – managing over 40 properties)
Used Timberline Software, managed 6 staff

WANG - Business Analyst – Accountant, 1995 – 1997 (IT Consulting)
(Wang acquired I-Net and re-organized / downsized in 1997)

AMG Resources Corporation, 1988 – 1995 (Manufacturing) $80 Million Sales
Accounting Manager / IT Management / Cost Accountant

Implemented cost savings plans ($400,000) in insurance and staffing
Obtained payroll tax refunds in excess of $50,000 upon arrival
Designed IT management reports for new division which grew business 100%
Closed an outdated product line thus saving $330,000/year
Automated the month-end closing process thus improving efficiency and reduced month-end closings by 10 days (15 days to 4 days)
Developed cost and variance analysis reporting, thus improving strategic planning in contract negotiations, resulting in growth of new division

Equitable Life Insurance Company, Registered Representative, 1986 – 1988

Financial services marketed: investments, insurance, pensions, and executive compensation and employee benefit plans
Created & organized a professional network organization ‘Competitive Edge’

OPEL, Inc. / Unison Technology, Inc., IT consulting, 1982 – 1986
Treasurer/Secretary – Controller

Columbia Gas Company - 1982
Internal auditor – field audits of operations, inventory, policies and procedures

Community Action, Inc., 1979 - 1981
Internal Auditor - $8 million budget – Federal, state and local programs

Education: Robert Morris University, Pittsburgh, PA - B.S.B.A. - Accounting major
Graduated - May 1979

Duquesne University, Pittsburgh, PA 2009-2010
Executive Certificate in Financial Planning

Sandler Sales System / Peak Performance Management, Inc. - 2005


Community involvement:

Family Links - Board Member – Finance and Investment Committees, $20 million budget

Greater Pittsburgh Food Bank - Board Member - Finance, Pension and Investment Committees
$9 million budget
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Overview of skills and experience
P. Mark Lantz (412) ***-****

Business Development Management / Sales Director

Wealth Management / Financial Planning
Insurance Planning
Increased Revenue by 250% in 3 years
Managed $24 million Revenue
Developed new distribution systems
Recruiting, Training and development - 140 agents
Created New Customer Service Program
Developed and Implemented Marketing Strategies
Seminars – developed, implemented and conducted
Designed and Created Sales Manuals / Rate books
Created Sales / Marketing Directors Networking groups -140 professionals
Licenses: Series: 6, 7, 63, 65, Life, Health, Accident, P &C

Executive Management / Operations Management

‘Executive to the Board of Directors’
Problem Solver / Change Management
‘C-level’ - Management Team
Strategic Planning
Turn around Management
Operations Management, upgraded back office
Initiated Cost Reduction Programs
Development Management Reports
Worked with Attorneys, CPAs, Bankers and Vendors

CFO / Controller / IT Management

Responsibility for Corporate Accounting and Operations
Developed Management reports
Improved closing processes from 20 to 4 days
Improved departments and posed for growth
IT Systems implementation and development
Managed IT Consulting Outsourcing Contracts
Developed User manuals and training