Sales Manager
Resume:
John Wan
Roswell, GA ****6
Email: ***.*******@******.***
Mobile: 404-***-****
PROFESSIONAL PROFILE
• Accumulated professional leadership experience since 1984 successfully managing across several industries including
accounting and finance roles in manufacturing, retailing and financial services.
• Presided over and managed 3 retail flower stores in Atlanta, Georgia.
• Produced exceptional company growth, increased gross margin, enhanced productivity, and set new quality standards
through the proactive design of innovative programs, sales techniques, and production methodologies, as well as the
imaginative use of unique suppliers.
• Doubled company’s accounts and quadrupled sales by design and implementation of profitable value-added services.
Division generated unit sales per employee that were 1.5 times that of the industry’s largest independent service
bureau. Delivered new markets and new products in record time from 15 months vs. industry average of 30 months.
• Designed and directed company’s strategy to prevent major losses from 40 percent erosion of customer base during
recession. Spearheaded marketing of proprietary nationally disturbed test equipment series, designed advertising, and
developed collateral materials. Marketed contract-manufacturing services to competitors.
• Highly credentialed, trained as an MBA and CPA qualified
• Among several previous leadership roles, advised ultra high net worth private clients and their personal family
offices, family foundations, and private trusts on the retail desk of Merrill Lynch as a Financial Advisor.
TECHNICAL PROFILE
• Strong accounting and finance background.
• Intermediate-level knowledge of International Financial Reporting Standards (IFRS) issued by the International
Accounting Standards Board (IASB) and associated interpretations of the International Financial Reporting
Interpretations (IFRIC).
• Superior client-facing skills with ability to understand business processes for proposed long and short-term strategic
solutions.
• SAP R/3 Knowledge (Enterprise Central Component, ECC 6.0).
• CO module expertise includes Cost-Center Accounting (CO-CCA), Cost and Revenue Element Accounting (CO-
CEL), Profitability Analysis (CO-PA) and Profit-Center Accounting (EC-PCA).
• Full life cycle implementations with A/SAP methodology including Project Preparation, Business Blueprint,
Realization, Final Preparation and Go-Live & Support.
• Business Process Re-engineering (BPR), feasibility analysis, configuration, and testing.
• Performed financial analyses to identify sources of risk associated with institutional use of capital markets
instruments. These risks are characterized as price risk, interest rate risk, legal risk, operational risk, liquidity risk,
default risk, counterparty credit risk, etc.
• Performed complex mathematical or statistical calculations related to analyzing financial markets, such as, collecting
and processing information and using research findings for financial reporting, modeling and analysis.
• Performed financial analysis related to capital markets associated with non-traditional mortgage products, over-the-
counter derivatives including credit default swaps, collaterized debt obligations, credit risk mitigation including
counter-party credit risk, hybrid capital instruments including trust preferred securities, hedging transactions, changes
in accounting treatment for capital markets instruments, etc.
LEADERSHIP SKILLS
• Highly developed reasoning, analytic and organization skills.
• Talent for communicating and fostering cooperation necessary for introducing and implementing new strategic
management initiatives.
• A strategic partner to Executive Teams delivering state-of-the-art, enterprise-wide solutions.
• Known for being a strong team player and a decisive yet collaborative leader.
Resume dated: June, 2010
John Wan
104 Autumn Ridge Trail
Roswell, GA 30076
Email: ***.*******@******.***
Mobile: 404-***-****
EXPERIENCE
Member (March, 2009 to present)
Atlanta Regional Office
UNITED STATES DEPARTMENT OF VETERANS AFFAIRS (VA)
Mission Statement: To fulfill President Abraham Lincoln's promise “To care for him who shall have borne the battle,
and for his widow, and his orphan” by serving and honoring the men and women who are America’s veterans.
Vision: To provide veterans the world-class benefits and services they have earned - and to do so by adhering to the
highest standards of compassion, commitment, excellence, professionalism, integrity, accountability, and
stewardship.
The Veterans Service Representative (VSR) functions as (1) a counselor or advocate for VA claimants providing
information about a broad range of benefits and assisting with applications for VA benefits and services, (2)
a legal technician gathering requisite evidence from medical, military, community, and other sources to
support benefit determinations, (3) a decision maker weighing the evidence and applying the controlling
laws and regulations, and (4) a computer systems user who enters appropriate data to generate accurate
benefit payments, control pending issues or schedule future actions, and release complete, correct
notifications of benefits determinations. The VSR will rotate through the Pre-Determination, Post-
Determination, Public Contact, Appeals, and Triage teams to gain experience in all aspects of the position
and acquire the competencies to successfully complete certification to advance to the full performance level.
The VSR must not only be competent in the interpretation and application of laws and procedures, but must
be well-versed in medical principles and terminology and in public relations skills. As the Veterans Benefits
Administration is increasing its accessibility to more fully meet veterans' needs, a VSR may occasionally be
required to work nights and weekends.
• Comprehend, interpret, and apply written procedures, guidelines, and regulations that apply to claims activities.
• Extract and analyze relevant data and information from official records and documents, including computer system
records and application documents.
• Accurately perform work requiring attention to detail.
• Communicate in writing and orally with people from a variety of backgrounds.
• Determine priorities and organize work to stay within prescribed time limits.
Manager, (April, 2007 to March, 2009)
Norcross, GA
WAFFLE HOUSE, INC.
Headquartered in Norcross, GA, Waffle House operates more than 1,700 restaurants, company and franchisee owned.
Waffle Houses are characterized as a quick service, 24-hour restaurant with an open kitchen area.
• National Restaurant Association: ServSafe Certification, Certificate no. 502607, expires 11/9/2012
• Unit Inspection and Evaluation: Circulate through the restaurant and talk with Customers. Assess overall
restaurant status. Inspect the unit for maintenance and cleaning needs. Conduct preventive maintenance and minor
repairs that may impact production. Review appearance of Associates to ensure they are wearing appropriate
uniforms. Inspect the area outside the restaurant.
• Production, Preparation and Shift Change: Conduct inventory and ensure adequate amounts of food and supplies
are on hand. Ensure correct staffing and positioning of Associates. Complete accounting duties to verify accuracy of
sales transactions. Change out cash register drawer. Brief and gather information for Associates.
• Managing Associates: Identify, recruit, and interview potential hourly Associates. Make hiring decisions and
conduct initial training. Provide continued direction, supervision, and developmental coaching. Issue oral and
written reprimands for inappropriate behavior. Make termination decisions when Associates commit serious offenses.
Maintain appropriate personnel records. Ensure compliance with federal regulations and corporate policies (including
compensation, sexual harassment and discrimination). Forecast staffing needs.
• Provide Service to Customers: Prepare and cook meals, maintain cleanliness of food preparation area,
Coordinate production and service activities to ensure efficient, customer focused service. Take and call in orders.
• Restaurant Food Safety Concerns: Train and monitor Associates regarding proper safety procedures. Stock and
maintain first-aid kit and handle employee or customer injuries.
• Restaurant Security and Emergencies: Monitor restaurant for potential security issues. Mange difficult, unruly,
loud, and/or abusive customers.
Resume dated: June, 2010
John Wan
104 Autumn Ridge Trail
Roswell, GA 30076
Email: ***.*******@******.***
Mobile: 404-***-****
Financial Advisor, Global Private Client, (March, 2005 to April, 2007)
Duluth, GA
MERRILL LYNCH
Merrill Lynch is one of the world's leading wealth management, capital markets and advisory companies, with offices in
37 countries and territories and total client assets of approximately $1.6 trillion.
• Secured, developed and managed relationships with high net worth individuals, private foundations, family trusts and
other family groups.
• Primary responsibilities included client acquisition, marketing, asset allocation and risk analysis, investment manager
selection and implementation, client portfolio reviews and world-class client service.
• Consulted daily with world-class resources on behalf of clients, i.e., the firm's strategists, product specialists, traders
and external portfolio managers; deployed the firm's intellectual capital; discovered and executed the most
appropriate and effective investment strategies; developed strong investment acumen, and created meaningful
relationships with clients.
• Formal mortgage loan origination training with MLM (Merrill Lynch Mortgage). Developed a good working
knowledge of ECOA (Equal Credit Opportunity Act), RESPA (Real Estate Settlement Procedures Act) and Fair
Lending Act (FLA). Closed and witnessed 15 mortgage closings as a lender’s representative.
• Utilized a wide range of analytical and evaluative methods coupled with state of the art automated systems to analyze
complex financial information related to institutional credit ratings and research opinions.
• Skills to plan, organize, lead and control complex, multi-participant strategies related to loss mitigation management.
• Ability to prepare and deliver complex statistical reports and presentations of complex data relating to proposed plans.
• Met frequently and dealt effectively with firm managers, same and senior level colleagues as well as officials of
government agencies and other representatives of private sector businesses - attorneys, CPAs and other advisors in
negotiating and resolving issues.
• Performed financial analysis and evaluation work of complexity, applying established analysis methods and
procedures, examining analysis in the financial services industry, and collecting and processing information for
financial reporting and analysis.
• Identified sources of capital markets risk associated with complex financial instruments such as credit default swaps,
synthetic collaterized debt obligations, hybrid capital instruments, and other innovative structured finance
instruments.
• Professional Securities Registrations: Series 7, 66 & 31 NASD licenses.
• Professional Insurance Registrations: Life, Health, Accident & Sickness, and Variable Products.
Owner, Elite Floral, (September, 1997 to March, 2005)
Atlanta, GA
MING DYNASTY, INC.
Ming Dynasty is a Wan Enterprise Company incorporated to own, operate, market and manage retail flower stores in
Atlanta. This corporation grew to three retail stores, 12 employees, and 6 delivery vans, delivering to 125 metro- wide zip
codes.
• Increased annual sales 60% in one calendar year.
• Decreased cost of flowers by 22% with cooperative direct purchase program.
• Increased corporate flower sales by 33% with innovative corporate flower program.
• Increased cash flow from operations within 2 calendar quarters.
Registered Representative, Private Client Group, (April, 1996 to September, 1997)
Atlanta, GA
STERNE, AGEE & LEACH, INC.
Sterne Agee is a member of the New York Stock Exchange with over $9.4 billion in client assets and serves over 80,000
clients. Employing over 480 professionals, the firm operates five subsidiaries, which provide a total investment solution
for their clients.
• Securities Licenses: Series 7 & 63 NASD licenses.
• Insurance Licenses: Life & Health, Accident & Sickness, and Variable Annuity & Life.
• Gathered $500,000 in assets in first six months of production.
• Sold $650,000 variable life insurance policy one month after licensing.
Marketing Manager, Fiber Optics Division, (October, 1993 to April, 1996)
Resume dated: June, 2010
John Wan
104 Autumn Ridge Trail
Roswell, GA 30076
Email: ***.*******@******.***
Mobile: 404-***-****
Penacook, NH
BEEDE ELECTRICAL INSTRUMENT COMPANY, INC.
Beede designs and manufactures analog engine instruments, instrument clusters, instrument panels, meter sending units
and meter movements for Marine, Automotive and Industrial applications and analog panel meters, meter relays and
meter relay controllers for Industrial applications.
• Performed comprehensive due diligence and market research analysis in the field of fiber-optic telecommunications,
semiconductors and IT related, cutting-edge technologies.
• Convinced senior management to invest $500,000 in a high tech market with a new product line.
• Completed national introduction of 3 new products in 15 months from concept to market.
• Developed and managed a national distribution network consisting of 12 agencies.
• Managed $100,000 advertising and trade show campaign to support product introduction.
• Decreased product development cycle time from 30 months to 15 months.
Business Manager, (May, 1990 to October, 1993)
Cleveland, GA
SPJ HOLDING COMPANY, INC.
SPJ Holding is a Wan-family real estate holding company, which specializes in land acquisitions, real estate development
and lease administration of company-wide property assets.
• Established 9 long-term leases with small business owners, totaling $1,500,000.
• Managed $2,000,000 of existing income producing properties.
Factored Accounts Receivable Assistant Manager, (August, 1984 to August, 1988)
Helen, GA
ORBIT MANUFACTURING COMPANY, INC.
Orbit Manufacturing was a ladies apparel manufacturer with 7 plants in Georgia and a New York City showroom. At its
pinnacle, Orbit employed 278 associates, ran 2 production shifts, and sold to every major retailer in America.
• Reconciled $1.2 million to $35 million dollar purchase orders to actual shipping invoices.
• Recognized, booked and journaled sales revenue according to FAS, Statement 5, Revenue Recognition Standards.
• Traced customer payments to financial factor.
• Determined and authorized credit limit terms up to $5 million and managed risk limits for multi-national purchasers.
• Tracked, booked and recognized sales commissions for New York sales team.
• Prepared monthly and quarterly reports to senior management regarding bad debt levels and their trends over time.
EDUCATION
CPA TRACK GEORGIA STATE UNIVERSITY (05/2002) Atlanta, GA
Relevant courses included, 27 semester hours of accounting above the introductory sequence: Intermediate Accounting I,
Intermediate Accounting II, Cost/Managerial Accounting, Individual Federal Taxation, Corporate Federal Taxation,
Accounting Information Systems, Auditing, Seminar of Current Issues in Financial Accounting (USA GAAP), and
Financial Statement Analysis.
MASTER OF BUSINESS ADMINISTRATION, MBA, VANDERBILT UNIVERSITY (05/1990) Nashville, TN
Marketing and Human Resources concentrations. Participated in 12 month NORTEL Networks intern program.
Authored white paper on European Telecom deregulation after extensive summer research in Brussels, Belgium (summer
of 1987).
BACHELOR OF ARTS Bachelor, cum laude UNIVERSITY OF GEORGIA (08/1984) Athens, GA
Cum Laude Graduate, 3.33 GPA. Senior Division Honors Certificate (UGA Honors Program). Member of German
Academic Honor Society (a National Scholastic College Honor Society of the Association of College Honor Societies).
FOREIGN EXPERIENCE
• Born in Taipei, Taiwan (USA Citizen).
• Fluent German Speaker.
• Youth for Understanding (YFU) academic year exchange student in Germany.
Resume dated: June, 2010
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