Jerome Capistrano

*** ******* **. ******* *****, NC 27103

Phone: 201-***-****

E-mail: ab6esr@r.postjobfree.com

SUMMARY & OBJECTIVE

Result driven, strong leader, team player, top performer, creative thinker, professional, win-win negotiator, analytical, ambitious,

performs well under pressure, fast learner, and keen focus to client needs are all my key traits. I am instrumental in taking a team

to the next level by using efficiency, innovation, and proper usage of talent and connections.

PROFESSIONAL EXPERIENCE

Chief Operating Officer – Snr Business Consultant, Saleh Business Consulting, Inc. -- N Carolina

Utilize existing client base to identify viable companies

Reconnect / connect with CEOs and other principals to determine company goals of expansion and/or restarts

Create sound business plans with financial forecasting

Meet with city / county / state officials (city managers, mayors, and economic development directors city-wide and state

-wide) to discuss projects and grants availability

Identify / tour / negotiate for possible buildings for each companies based on needs specifications

Negotiate for grant size and distribution

Continue consulting principals on more efficient and profitable business operations

Co-Member / Manager - Snr Business Consultant, Volt Capital, LLC – N Carolina

Maintain relationships between CEO’s of Fiber Optic Cable companies and prospective cities and officials

Establish strong connections and business relationships with top level executives of US Energy Companies

concentrating on Waste to Energy and Solar Energy

Consult with CEO’s of financial/business consulting firms and government officials of foreign countries

Initiate conversations between key decision makers from both parties to gauge the viability of doing business together

Gather vital documents including non-disclosure agreements, market research analysis, and proposals from both sides

Perform the role of main liaison throughout the negotiation process

Partner with other business consultants and other executives to gain access through the proper channels

Real Estate Investor / Property Manager, CCG Real Estate -- N Carolina

Identify profitable real estate to acquire through foreclosures, short sales, and other deep discount process

Perform the whole purchasing process of the properties including bank negotiations and document preparations

Collaborate with realtors and other real estate professionals to attain proper tenants

Member, Winston Salem City Budget Advisory Council – N Carolina

Appointed by the City Council upon the recommendation of the Mayor

Facilitate citizens becoming familiar with the budgetary process of the City

Perform studies and evaluations of City services upon the request of the City Manager or City Council

Advise the council of specific topics regarding alternative procedures for budget cuts and better use of funds

Managing Director / Executive Business Consultant, Creative Capital Group LLC – N Carolina

Created leads of small to medium- sized business clients needing business capital consulting

Performed thorough interviews with CEO’s to determine company financial goals

Consulted, advised, and sourced on all different options for funding source; ex: conventional commercial

lending, SBA’s, grants, hard money lending, private capital, etc.

Partnered with other expert business consultants to achieve the best scenario for clients

Negotiated with lenders on behalf of the clients

Performed preliminary underwriting

Maintained superb relationships with clients periodically to support company growth

Assistant Vice President / Branch Manager II / Consumer/Business/Personal Banker,

Bank of America - N Carolina

Led the banking center in meeting and exceeding goals; moved the banking center from the bottom rank to #1 of 38

in six months of start date, finished #2 of 900 for one quarter

Managed a heavy traffic mid-sized banking center in one of the most affluent sections of the state of North Carolina

Communicated progress and struggles of the banking center with consumer executives

Directed conference calls on credit knowledge, updates, and sales tactics for banking centers in NC and VA

Generated spreadsheets and explicated credit achievements through motivational communication market-wide

Reviewed center performance assessments and updated staff on business developments

Studied financial market research and trends and achieved forecasts

Trained sellers in maximizing each customer encounter

Maintained and supervised a solid process of operational excellence

Created and sustained an environment where customer and employee delight is key to success

Interviewed, hired, and facilitated training for new associates

Secured the overall physical safety of staff and customers

Maintained top producer status

Strategized weekly and daily with staff members to exceed production goals in all categories

Developed relationships and built partnerships with clients, suppliers, and colleagues

Sized up deals and loans through thorough client interviews

Performed business and mortgage loan applications as well as serviced existing ones

Educated clients on credit regulations and advised on building stronger credit and on proper options for banking,

business, and investment needs

Established and maintained various retirement accounts for high-end clients

Partnered with Merrill Edge and Merrill Lynch financial advisors to provide a full range of financial strategy including

wealth management

Collaborated with other business/commercial banker developing loans, through SBA’s or conventional and non-

conventional funding, and provided merchant services and treasury management services to new and existing clients

Sourced new business relationships through the Chamber of Commerce channels and many other

business networking organizations

Connected senior bank executives and appropriate bank officers to my own strong connections with CFO’s and

Presidents of large clients such as universities and hospital groups, and performed liaison duties

Asst. Mngr. / Snr. Acct. Mngr., MBNA Bank / Bank of America - New Jersey

Analyzed credit bureaus for proper credit limits and credit profile statuses

Created strategies and led the team to achieve and exceed monthly goals monthly

Established communication with customers and acquired full demographic information to understand the full

financial situation as to their ability, stability, and willingness to pay

Strategically reviewed, identified, and analyzed high risk accounts

Secured monthly portfolio of loans valued at $2 to $4 million

Negotiated with attorneys and customers for reasonable settlement terms

Educated customers of their account’s benefits and features

Performed balance transfers and direct deposits of available credit lines to customers’ personal and/or business

accounts to increase loans

Performed managerial tasks ensuring team mates received proper tools to do the job successfully

Investment Banker, Pacific Continental - New York

Managed large client portfolios worldwide namely in Europe, Asia, and North and South America

Maintained an office in Wall Street New York City

Sourced new leads and converted them to clients using face to face and telephone communication

Acquired information on complete investment portfolios

Main liaison for the senior investment bankers and the existing clients

Worked with IPO’s and other investment vehicles

Registered Representative, WMA Securities Inc. / World Financial Group - New Jersey/New York

Completed client financial analysis for short and long term goals

Performed personal sales of mutual funds, IRAs, annuities, and life insurance

Trained and managed existing representatives

Led training sessions on products and best practices on prospecting and closing deals

Recruited, interviewed, field-trained, and supervised new associates

Coordinated and hosted open houses and financial information events

Traveled to various office locations nationwide to train associates and attend seminars

Maintained superb relationship with existing clients

Forsyth County Notary Public, Sept 08 – Present

EDUCATION

Bachelor’s degree in Financial Economics - May 2000 Rutgers University, New Brunswick, NJ.

REFERENCES

Upon Request

Contact this candidate