Sales Management

FREDERICK TAN

** ** ***** ****** *****, FL ***** 305-***-**** (Cell) ******@*****.***

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SENIOR MANAGEMENT EXECUTIVE

Summary: 20+ year chronicle of success building and driving growth for globally focused Fortune 500,

Turnaround, and Start-Up Organizations across diverse industries. Highly successful at planning,

executing, and managing business development campaigns de signed to improve market share, operating

efficiencies, and gross revenue. Key qualifications include:

P&L Management Strategic & Operational Business Planning Sales Management

Business & Project Development Private Capital Raising Contract Negotiation Operations

Reengineering International Business Performance Improvement

Objective: To align myself with a visionary management team committed to promoting clean

technologies and energy efficiency while achieving ambitious strategic and financial objectives.

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CAREER PROGRESSION HIGHLIGHTS

2008 – Present

SR. VP- BUSINESS DEVELOPMENT, Seeman Holtz, Boca Raton, FL

Independent life insurance agency and financial advisory firm serving the High-Net Worth market.

Recruited by President to expand business lines and increase operational efficiencies. Rapidly acquired

knowledge of longevity-linked assets and insurance industry to collaborate in the development of three

new revenue making programs: premium financing, structured settlements and Reg D capital raising.

Developed and manage the operations of a premium financing program which

Business

Development generated revenues of $ 25 million.

Partnered with President in a capital raise through Reg D private

Revenue

Growth placements resulting in a $ 15 million raise.

Manage structured settlement business which generates an estimated

Program/Fund

Management $12 million in annual revenues.

Managing Member, Platinum Structured Income Fund, LLC.

Capital

Raising

2007 – Present

PRESIDENT & FOUNDER, Paraveda Foundation, Miami, FL

A 501(c)(3) dedicated to online spiritual education and community building. Paraveda’s mission is to

serve as a catalyst to spiritual exploration so individuals can discover their life purpose and live soul-

centrically.

Created a detailed organization plan for the foundation.

Strategic

Planning

Designed and launched first generation website with unique spiritual videos

Organizational

Contracted first 8 spiritual teachers and attracted first 150 community

Development

members.

PRESIDENT & BOARD MEMBER, Banorte Securities Int’l Ltd., NY, NY 2001 – 2006

th

Grupo Financiero Banorte’s (Mexico’s 4 largest financial conglomerate) international investment

management division.

Full strategic planning, development, management and P&L responsibility. Maintained autonomous

decision-making authority within the areas of R&D, sales and trading, finance, human resources,

technology, and administrative affairs.

PRESIDENT & BOARD MEMBER, Banorte Securities Int’l Ltd. (Continued)

Transformed firm’s commission-based culture and revenue

Strategic

Planning model to that of investment management and recurring revenues.

Led the design and sales offering of an asset allocation investment

Program

Development program targeting high-net worth Mexican nationals and institutions.

Assets under management grew from $300 million to $1 billion.

Created a fee-based program, added 6 Best of Breed mutual fund families,

Revenue &

Profit Growth structured products, and an equity investment program, New programs resulted in

doubling average annual sales (from $ 12 to $ 25 million.) Increased net operating

Sales income from 15% to 25%.

Management

Hired and mentored a team of 27 sales and trading professionals in

Contracting NY and 10 investment professionals in Mexico.

PRESIDENT – WHOLESALE DIVISION, Aphrodisia Products, Inc., Brooklyn, NY 1998 – 2001

Privately owned company operating within the Natural Products Industry.

Recruited by Founder to turnaround failing wholesale division.

Reorganized management, streamlined internal business operations, consolidated

Operations

Reengineering procurement functions to increase operating efficiencies and lower expenses by 20%.

Re-designed pricing strategy, revamped catalogue business and imposed

Market

Positioning minimum margin requirements to increase profitability and reposition firm in the

market.

Reversed a 3 year sales decline within 1 year by doubling wholesale sales to

Sales

Turnaround $1.5 million within 12 months and by improving margins 20%.

1995 – 1998

REGIONAL VP, Fidelity Institutional Investment Services, Inc., NY, NY

Recruited by President as part of a sales management and development team mandated to create

a Bermuda-based family of funds for the High-Net W orth Latin American and Institutional markets.

Generated sales of $ 20 million by gathering $ 250 million in assets from Latin

Sales

American Private Banks located the US and Andean markets.

Oversaw sales, marketing operational, legal, and operational development

Program

Development of the Fidelity Advisor World Funds as part of development and sales team .

EDUCATION

STERN SCHOOL OF BUSINESS, New York, NY 1989

MBA, Finance & International Business

COLGATE UNIVERSITY, Hamilton, NY 1983

BA, International Relations & Political Science

OTHER

Fluent in Spanish. Raised in Larchmont, Bronxville, Caracas, Maracaibo and Taipei. Student of

Yoga, Tantra, and Vedanta.

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